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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. Review validity of request
   • Review validity of request for payment against fund entitlements within operating guidelines, operational authorities and legislative guidelines
   • Undertake review in methodical manner, using suitable checklist or similar instruments to ensure accuracy
2. Review documentation and evidence
   • Establish payment criteria to enable compliance to be determined within terms and conditions of trust, relevant legislation and operating guidelines
   • Obtain additional evidence where required from appropriate parties to confirm that request complies with fund’s conditions of entitlement
3. Determine entitlement and communicate decision
   • Determine level of entitlement based on accurate and complete information
   • Determine entitlements within authority levels and obtain sign-off where required
   • Make decision on payment in accordance with trustee instruction, operating guidelines and relevant legislation
   • Communicate decision according to organisational policy and procedures to relevant parties

Performance Evidence

Evidence of the ability to:

review validity of requests and related documentation and evidence

determine entitlements according to organisational authority levels, fund entitlements and operating guidelines

follow appropriate payment criteria according to the terms and conditions of the trust deed, relevant legislation and organisational procedures.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the key features of relevant legislation relating to superannuation

outline the organisational authority levels

explain the key aspects of fund entitlements and operating guidelines

identify appropriate payment criteria according to relevant trust deed, legislation or organisational procedure

explain the application of fund policies and procedures on the assessment of superannuation benefit or insurance claims

outline recent changes to products and services, and implications for assessments.

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