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Investment transaction co...

Investment transaction confirmation minute

Request

The minutes of the trustees regarding the confirmation of transactions.

Security
Class_oAuth(Required scopes: fund.read)
Path
businessCodestringrequired

Class business code

Example:demo-business
fundCodestringrequired

Class entity code

Example:demo-fund
Query
startDatestring, (date)required

The start date of the investment transaction period to include in the minutes (inclusive). Format YYYY-MM-DD.

Example:startDate=2023-10-01
endDatestring, (date)required

The end date of the investment transaction period to include in the minutes (inclusive). Format YYYY-MM-DD.

Example:endDate=2024-10-31
minuteResolutionTypestring

Specifies whether the document is formatted as a Minute (meeting record) or a Resolution (written resolution without a meeting).

Enum:"Minute""Resolution"
meetingDatestring, (date)

The date of the trustee meeting at which the investment transactions are confirmed. Format YYYY-MM-DD.

Example:meetingDate=2023-10-31
meetingAddressstring

The address where the investment confirmation meeting is held. Defaults to the fund's registered physical address if not provided.

Example:meetingAddress=123 Smith Street, Sydney NSW 2000
curl -i -X GET \
  'https://api.class-pie.com.au/api/1.0/f/demo-business/demo-fund/minutes-data/investment-transaction-confirmation-minute?startDate=2023-10-01&endDate=2024-10-31&minuteResolutionType=Minute&meetingDate=2023-10-31&meetingAddress=123%20Smith%20Street%2C%20Sydney%20NSW%202000' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

Success (Ok)

Bodyapplication/json
ErrorsArray of objectsrequired
Dataobjectrequired

Represents the trustee meeting minutes confirming investment transactions for a specific period.

Response
{
  "Data": {
    "DateAsAt": "2023-10-31",
    "Period": "2023-06-30",
    "FundAssetPurchases": [
      {
        "MarketTypeName": "Listed Securities",
        "Holdings": [
          {
            "Description": "CBA Shares",
            "Transactions": [
              {}
            ]
          }
        ]
      }
    ],
    "FundAssetSales": [
      {
        "MarketTypeName": "Listed Securities",
        "Holdings": [
          {
            "Description": "CBA Shares",
            "Transactions": [
              {}
            ]
          }
        ]
      }
    ],
    "ReportHeader": {
      "Line1": "Minutes of the meeting of the director(s) of the corporate trustee Radley Pty Limited ATF",
      "Line2": "Demo Superannuation Fund 2022",
      "Line3": "Held on 31 October 2023 at",
      "Line4": "123 Smith Street, Sydney NSW"
    },
    "FundReportingDetails": {
      "FundName": "Demo Superannuation Fund",
      "FundCode": "demo-fund",
      "PhysicalAddress": {
        "AddressLine1": "123 George Street",
        "AddressLine2": "Level 5",
        "AddressLine3": "Suite 501",
        "PostCode": "2000",
        "Locality": "Sydney",
        "State": "NSW",
        "Country": "Australia"
      },
      "PostalAddress": {
        "AddressLine1": "123 George Street",
        "AddressLine2": "Level 5",
        "AddressLine3": "Suite 501",
        "PostCode": "2000",
        "Locality": "Sydney",
        "State": "NSW",
        "Country": "Australia"
      },
      "ABN": "81948421769",
      "HasTFN": true,
      "FundTrusteeSummary": {
        "FundLegalType": "SMSF",
        "FundName": "Demo Superannuation Fund",
        "TrusteeNames": [
          {
            "Id": "bc6e82b3-1d04-477c-bd08-aa5235a36ac5",
            "Name": "John Doe",
            "PartyType": "Individual",
            "Title": "Mr",
            "FirstName": "John",
            "MiddleNames": "James",
            "LastName": "Doe",
            "PreferredName": "Johnny",
            "Email": "john.doe@example.com",
            "DefaultAddress": {
              "AddressLine1": "123 George Street",
              "AddressLine2": "Level 5",
              "AddressLine3": "Suite 501",
              "PostCode": "2000",
              "Locality": "Sydney",
              "State": "NSW",
              "Country": "Australia"
            },
            "JoinFundDate": "2003-12-17",
            "DisplayName": "John Doe",
            "IsErrorMessage": false
          }
        ],
        "TrusteeNamesString": "John Doe Pty Limited",
        "ChairpersonName": "John Doe",
        "ChairpersonGivenName": "John",
        "ChairpersonLastName": "Doe",
        "ChairpersonPreferredName": "Johnny",
        "ChairpersonPartyId": "bc6e82b3-1d04-477c-bd08-aa5235a36ac5",
        "IsCorporateTrustee": true,
        "ChairpersonTitle": "Mr",
        "ChairPersonEmail": "john.doe@example.com",
        "CorporateTrusteeACN": "009437852",
        "CorporateTrusteeABN": "53004085616"
      },
      "AuditorDetails": {
        "AuditorName": "Jane Smith",
        "AuditorAddress": {
          "AddressLine1": "123 George Street",
          "AddressLine2": "Level 5",
          "AddressLine3": "Suite 501",
          "PostCode": "2000",
          "Locality": "Sydney",
          "State": "NSW",
          "Country": "Australia"
        },
        "BusinessName": "string",
        "BusinessAddress": {
          "AddressLine1": "123 George Street",
          "AddressLine2": "Level 5",
          "AddressLine3": "Suite 501",
          "PostCode": "2000",
          "Locality": "Sydney",
          "State": "NSW",
          "Country": "Australia"
        },
        "Telephone": "0412345678",
        "Fax": "0298765432",
        "ProfessionalOrganisation": "CPA Australia",
        "ProfessionalRegistrationNumber": "A123456",
        "TFN": "999999507"
      },
      "Administrator": {
        "Name": "Super Admin Pty Ltd",
        "PostalAddress": {
          "AddressLine1": "123 George Street",
          "AddressLine2": "Level 5",
          "AddressLine3": "Suite 501",
          "PostCode": "2000",
          "Locality": "Sydney",
          "State": "NSW",
          "Country": "Australia"
        }
      },
      "FundPhone": "0412345678",
      "FundEmail": "fund@example.com",
      "AccountSequenceNumber": "SEQ12345"
    },
    "MeetingAddress": "123 Smith Street, Sydney NSW"
  },
  "Errors": [
    {
      "Code": "string",
      "Message": "string"
    }
  ]
}