Entity Types Reference
StructureGram supports three types of entities: Individuals, Companies, and Trusts. Each type has specific fields and properties.
Individuals
Individuals represent people in your structure. They can be family members, shareholders, directors, trustees, or beneficiaries.
Required Fields
- First Name: The person's given name
- Last Name: The person's family name
- Sex: Male, Female, or Unspecified (used for avatar assignment)
Optional Fields
- Date of Birth: Used for age calculation and avatar assignment
- Date of Death: If applicable, marks the individual as deceased
- Notes: Additional information about the individual
Examples
- John Smith (Male, born 1975) - Company director and shareholder
- Sarah Johnson (Female, born 1980) - Trust beneficiary and spouse
- Robert Williams (Male, born 1945, died 2020) - Deceased testator
Companies
Companies represent corporate entities. They can own shares in other companies, be owned by individuals or trusts, and have directors.
Required Fields
- Name: The company's registered name
Optional Fields
- ACN (Australian Company Number): 9-digit company identifier
- Status: Active, Passive, Dormant, Deregistered, or Liquidated
- Notes: Additional information about the company
Status Meanings
| Status | Description |
|---|---|
| Active | Company is operating and trading |
| Passive | Company exists but is not actively trading (e.g., holding company) |
| Dormant | Company is inactive but still registered |
| Deregistered | Company registration has been cancelled |
| Liquidated | Company is being wound up |
Examples
- Smith Holdings Pty Ltd (ACN 123 456 789, Active) - Operating company
- Investment Co Pty Ltd (ACN 987 654 321, Passive) - Holding company
- Old Trading Co (Deregistered) - Historical entity
Trusts
Trusts represent trust structures. They can hold assets, have beneficiaries, trustees, and appointors.
Required Fields
- Name: The trust's name
- Trust Type: Discretionary, Unit, Hybrid, Testamentary, Bare Trust/Nominee, or Other
Optional Fields
- ABN (Australian Business Number): 11-digit business identifier
- Status: Active, Passive, Dormant, or Vested
- Notes: Additional information about the trust
Trust Types
| Type | Description |
|---|---|
| Discretionary | Trustee has discretion over distributions to beneficiaries |
| Unit | Beneficiaries hold fixed units with specific entitlements |
| Hybrid | Combination of discretionary and unit trust features |
| Testamentary | Created under a will, activated upon death |
| Bare Trust/Nominee | Trustee holds legal title purely as nominee for the beneficiary who has absolute entitlement |
| Other | Other trust types not covered above |
Status Meanings
| Status | Description |
|---|---|
| Active | Trust is operating and making distributions |
| Passive | Trust exists but is not actively distributing |
| Dormant | Trust is inactive |
| Vested | Trust has vested and is being wound up |
Examples
- Smith Family Trust (Discretionary, Active, ABN 12 345 678 911) - Active family trust
- Investment Unit Trust (Unit, Passive, ABN 98 765 432 100) - Property holding trust
- Estate of John Doe (Testamentary, Active) - Testamentary trust from will