Transfer balance declaration report

Request

Retrieves the Transfer Balance Account Report (TBAR) declaration data for the fund over a specified date range. Includes fund reporting details, member information, and transfer balance events required for ATO reporting obligations.

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 reporting period for TBAR events (inclusive). Format YYYY-MM-DD.

Example:startDate=2024-07-01

endDatestring, (date)required

The end date of the reporting period for TBAR events (inclusive). Format YYYY-MM-DD.

Example:endDate=2025-06-30

tbarStatestringrequired

To include specific type of tbarState

Enum:"All Transactions""Not Generated""Generated"

brandCodestring

This parameter is only used when you are using this at a business scope. If specified then only funds assigned to that brand code will be returned.

curl -i -X GET \
  'https://api.class-pie.com.au/api/1.0/f/demo-business/demo-fund/report-data/fund-reports/transfer-balance-declaration-report?startDate=2024-07-01&endDate=2025-06-30&tbarState=All%20Transactions&brandCode=string' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

Success (Ok)

Bodyapplication/json

ErrorCodesArray of stringsrequired

List of error codes returned by the API, if any.

ErrorsArray of objectsrequired

Detailed error objects returned by the API.

CreatedUristringrequired

URI of the newly created resource, if applicable.

IsCreatedResponsebooleanrequired

Indicates whether the response is for a newly created resource.

Dataobjectrequired

Details of the Transfer Balance Declaration report for a fund, including reporting period and member information.

Response

{
  "Data": {
    "FundReportingDetails": {
      "FundName": "Sample Super Fund",
      "ABN": "12345678901",
      "FundTrusteeSummary": {
        "FundLegalType": "SMSF",
        "FundName": "Sample Super Fund",
        "TrusteeNames": [
          {
            "Id": "T001",
            "Name": "Oliver Brown",
            "PartyType": "Individual",
            "Title": "Mr",
            "FirstName": "Oliver",
            "MiddleNames": "",
            "LastName": "Brown",
            "PreferredName": "Ollie",
            "Email": "oliver.brown@example.com",
            "EmailSpecified": true,
            "DefaultAddress": {
              "AddressLine1": "123 Example Street",
              "AddressLine2": "Suite 5",
              "AddressLine3": "",
              "PostCode": "2000",
              "Locality": "Sydney",
              "State": "NSW",
              "Country": "Australia"
            },
            "JoinFundDate": "2003-12-17",
            "DisplayName": "Oliver Brown",
            "IsErrorMessage": false,
            "Gender": "Male"
          }
        ],
        "TrusteeNamesString": "Oliver Brown, Jennifer Brown",
        "ChairpersonName": "Jennifer Brown",
        "ChairpersonGivenName": "Jennifer",
        "ChairpersonLastName": "Brown",
        "ChairpersonPreferredName": "Jen",
        "ChairpersonPartyId": "P12345",
        "IsCorporateTrustee": false,
        "ChairpersonTitle": "Mrs",
        "ChairpersonEmail": "j.brown@example.com",
        "ChairpersonEmailSpecified": true,
        "CorporateTrusteeACN": "",
        "CorporateTrusteeABN": ""
      }
    },
    "StartDate": "2020-07-01",
    "EndDate": "2024-06-30",
    "Members": [
      {
        "FullName": "Alex Smith",
        "TbarEvents": [
          {
            "AccountType": "Pension",
            "AccountNumber": "123456",
            "AccountName": "Retirement Pension",
            "EventType": "Commencement",
            "EventDate": "2023-07-01",
            "Value": 100000
          }
        ]
      }
    ]
  },
  "ErrorCodes": [
    "string"
  ],
  "Errors": [
    {
      "Code": "string",
      "Message": "string"
    }
  ],
  "CreatedUri": "string",
  "IsCreatedResponse": true
}