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Brad Wilkinson
Brad Wilkinson Head of Ecosystem

BGL API — September 2023

BGL API — September 2023

September 2023 - New Endpoints and Improvements

1. CAS 360

Shareholders and Unitholders Current Balances

New endpoints have been created to provide the current balances of company shareholders and trust unitholders:

These endpoints are in addition to our existing ‘List of Share Transactions’ and ‘List of Unit Transactions’ endpoints. The new Current Balances endpoints take a sum of the underlying transactions to provide a shareholder/unitholder’s current balance at a specified date.

2. Simple Fund 360 & Simple Invest 360

2.1 New endpoint for SMSF Annual Return

The Annual Return endpoint provides all fields of the SMSF tax return. This is for the specified entity and financial year (2022 onward).

API Scopes that can access this resource:
  • smsf_partner
  • bgl_partner

2.2 Note for Auditor added to the Workpapers endpoint

A new field ‘notes’ has been added to the Workpapers endpoint to capture any notes to the auditor. For more details on this resource, please refer to the below endpoint documentation:

API Scopes that can access this resource:
  • smsf_partner
  • bgl_partner
  • auditor
Notes array fields:
Field Name DataType Constraints/Comments
accountCode string e.g. CBA.AX
createdBy string e.g. user@firm.com.au
createdDate Date yyyy-mm-dd hh:mm
note string e.g. ‘Please see dividend statement attached’
Id string
parentNoteId string
type string Expected value - MATTER_OF_ATTN_AUDITOR

If you have any questions or feedback, please let the team know.

Kind Regards

The BGL API Team
api@bglcorp.com.au

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