Assessor Resource
FNSPRT403A
Administer a complex estate
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to job roles in the personal trustee industry.
This unit describes the performance outcomes, skills and knowledge required to administer a complex estate, including proving the will, confirming client instructions, advising beneficiaries, confirming and collecting assets, and ensuring all financial and legal requirements are met.
This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)