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Elements and Performance Criteria
Performance Evidence
Knowledge Evidence
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
legislative record-keeping and reporting requirements relating to managing the administration activities of self-managed superannuation funds, including those relating to:trustee reportingmember reportinginsurance reportingAustralian Taxation Office (ATO) annual reporting requirementstrust deedskey components of fund policies, investment objectives and guidelinesorganisational policies and procedures relating to managing administration activities of self-managed superannuation funds, including for:communicating with external partiescommunicating with trustees and membersdispute resolutionexternal complaint handlingannual review processfactors that may require further investigationissuing and storing copies of documentationcontent typically included in reporting documentation for self-managed superannuation funds including superannuation rollover and transferskey components of member documentation, including pensions, lump sums, investment strategies, borrowing, insurance strategies and setting up reserves in a fundconsequences of incorrect allocation of member contributionsdifferences in preservation rules before and after July 1999superannuation contributions and contributions caps relating to managing administration of self-managed superannuation fundsprocedures for reconciling and processing contributions.