Set a member statement's figures
update_member_statementCreate or partially update a fund member's statement for a financial year. Missing statements are created automatically, so you can build a new year field by field.
Instructions
Create or update one member's statement for a financial year. Partial: only the fields you pass change. If the member (identified by fund_member_id from list_member_statements) has no statement for the year yet, one is created with a computed closing balance, so a fresh year can be populated field by field — e.g. set each member's opening_balance, then the contributions, then run allocate_earnings. Amounts are AUD. Rejected if the financial year is closed or lodged, or if creating a statement for an inactive member.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"fund_id": "<fund_id>",
"financial_year": "<financial_year>",
"fund_member_id": "<fund_member_id>"
},
"name": "update_member_statement"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| reasoning | No | Why you are making this change — recorded on the audit log entry for this write | |
| lrba_amount | No | Outstanding LRBA amount attributable to the member, AUD | |
| external_ref | No | Your stable ID for this write (e.g. a statement line or document reference). Repeating a call with the same external_ref replays the first result instead of writing twice. | |
| account_status | No | Member account status (ATO label: account status) | |
| financial_year | Yes | Financial year — the label "2023-24" or its numeric id (from list_financial_years) | |
| fund_member_id | Yes | Fund member ID (the fund_member_id from list_member_statements) | |
| closing_balance | No | Closing account balance (S). A number fixes the trustee's figure (basis "entered"); the string "computed" rolls it forward from the other figures on every save. Omit to leave the basis as it is. | |
| opening_balance | No | Opening account balance at 1 July, AUD | |
| personal_injury | No | Personal injury election (E), AUD | |
| inward_rollovers | No | Inward rollovers and transfers (P), AUD | |
| lump_sum_payment | No | Lump sum payments (R1), AUD | |
| preserved_amount | No | Preserved benefits, AUD | |
| contributions_tax | No | Contributions tax deducted from the member's account (reduces the computed closing balance), AUD | |
| other_third_party | No | Other third-party contributions (G), AUD | |
| outward_rollovers | No | Outward rollovers and transfers (Q), AUD | |
| taxable_component | No | Taxable component of the closing balance, AUD | |
| allocated_earnings | No | Allocated earnings or losses (O); negative for a loss. Prefer allocate_earnings, AUD | |
| tax_free_component | No | Tax-free component of the closing balance, AUD | |
| other_contributions | No | Any other contributions (M), AUD | |
| income_stream_payment | No | Income stream payments (R2), AUD | |
| downsizer_receipt_date | No | Date the downsizer contribution was received, ISO e.g. "2025-03-01" | |
| employer_contributions | No | Employer contributions (A), AUD | |
| personal_contributions | No | Personal contributions (B), AUD | |
| cgt_small_business_15yr | No | CGT small business 15-year exemption (D), AUD | |
| downsizer_contributions | No | Downsizer contributions, AUD | |
| assessable_foreign_super | No | Assessable foreign superannuation fund amount (I), AUD | |
| retirement_phase_balance | No | Retirement phase account balance (S2/S3), AUD | |
| accumulation_phase_balance | No | Accumulation phase account balance (S1), AUD | |
| spouse_child_contributions | No | Spouse and child contributions (F), AUD | |
| non_complying_contributions | No | Contributions from non-complying funds and previously non-complying funds (T), AUD | |
| transfer_reserve_assessable | No | Transfer from reserve: assessable amount (K), AUD | |
| non_assessable_foreign_super | No | Non-assessable foreign superannuation fund amount (J), AUD | |
| cgt_small_business_retirement | No | CGT small business retirement exemption (C), AUD | |
| restricted_non_preserved_amount | No | Restricted non-preserved benefits, AUD | |
| transfer_reserve_non_assessable | No | Transfer from reserve: non-assessable amount (L), AUD | |
| unrestricted_non_preserved_amount | No | Unrestricted non-preserved benefits, AUD |