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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Establish the client’s needs
   • Identify, clarify and assess client needs and expectations in accordance with the practice’s policy and procedures
   • Determine and discuss optional courses of action with client
   • Check information in relation to the transaction for accuracy and relevance
   • Obtain mutual agreement regarding responsibilities, obligations and expectations of all parties to the transaction
   • 1.5 Record and document client's needs and responsibilities promptly and accurately
2. Identify any conflict of interest
   • Identify and record existing or potential conflicts of interest associated with the transaction
   • Assess conflicts of interest to determine appropriate action for the client and practice, and promptly advise client of any necessary action
3. Identify parties, properties and other interests
   • Accurately identify and explain the roles of various parties involved in the conveyancing transaction
   • Analyse and explain estates and interests in the property of the relevant transaction
   • Analyse documentation and titles to confirm facts pertaining to the transaction
   • Communicate accurately to the client the title and contract details and respective consequences
4. Determine terms of engagement
   • Determine appropriate terms of engagement which comply with legislative, regulatory and practice requirements and articulate to client clearly and promptly
   • Establish and record client’s agreement with terms
   • Obtain authorities from client and other relevant parties
   • Check estimates of fees, disbursements and time for accuracy and completeness and provide to client
5. Determine contingency strategies
   • Assess contingencies relating to the transaction and advise the client
   • Determine contingency strategies and options and agree in consultation with client
6. Initiate the transaction
   • 6.1 Select a course of action which meets the client's needs and complies with legislative requirements and with the policies and procedures of the practice
   • Advise client of all actions to be implemented to meet their agreed needs and expectations
   • Confirm and promptly record instructions from client to proceed or not to proceed
   • Make referrals to other professionals or third parties where appropriate
   • Formally open, organise and document all relevant instructions, information, facts and evidence in client file
7. Establish the client’s needs
   • Identify, clarify and assess client needs and expectations in accordance with the practice’s policy and procedures
   • Determine and discuss optional courses of action with client
   • Check information in relation to the transaction for accuracy and relevance
   • Obtain mutual agreement regarding responsibilities, obligations and expectations of all parties to the transaction
   • Record and document client's needs and responsibilities promptly and accurately