Google Links

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 client relationships and record client requirements
   • Identify and engage prospective client
   • Discuss system and service needs with client
   • Record client details into organisational database
   • Make arrangements for follow-up services according to organisational procedures
2. Review systems for compatibility
   • Review client information technology systems and check for compatibility
   • Review client human resource and superannuation payment systems and employee information needs and check for compatibility
   • Review and note special requirements of client if relevant and discuss with relevant personnel
3. Propose superannuation fund and system for clients
   • Examine superannuation fund and system options to identify best options for client
   • Develop and present proposal to client, and negotiate and make required amendments according to organisational policies and procedures
   • Prepare and implement proposals according to organisational policies and procedures
4. Manage client accounts
   • Obtain required information from client to set up new accounts
   • Set up client accounts
   • Establish client communication channels
   • Distribute confirmation of new accounts according to organisational policies and procedures
   • Manage all transactions and documentation regarding client account and maintain according to organisational policies and procedures
   • Establish systems to provide ongoing support and communication to client, according to organisational policies and procedures

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a client relationship and establish superannuation systems for at least one employer client. This must involve developing a proposal for a system that meets client needs, and establishing system accounts.

---

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:

superannuation and taxation legislative requirements relating to:

compliance and reporting

privacy and data protection

improper inducements influencing employers

organisational policies and procedures relating to communication and documentation

compliance responsibilities for fund administrators

features and benefits of fund options and services suited to a range of clients

compatibility issues of information technology systems with superannuation software

procedures for processing superannuation contributions

information technology, human resource and management requirements for superannuation systems.

---