Assessor Resource
FNSPRT501A
Advise clients on trust structures
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 determine client needs, advise on a suitable trust structure, and prepare relevant documentation for its settlement.
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)