ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify information needs

1.1 Identify sources of information relevant to the transaction

1.2 Examine documentation and titles to confirm facts relating to transactions

1.3 Define and confirm with client, searches to be performed prior to commencement

1.4 Identify and arrange required reports with the appropriate bodies to meet agreed timelines

1.5 Identify applicable fees, taxes, other expenses and rebates, and promptly and accurately advise client

2 Perform relevant document searches and investigations

2.1 Accurately and thoroughly perform searches using appropriate methods

2.2 Establish and record legal positions in accordance with the practice’s policy and procedures

2.3 Obtain required third-party reports from the appropriate bodies

3 Evaluate issues arising with transaction

3.1 Identify, summarise and communicate legal issues and risks to client clearly and promptly and in accordance with relevant legislation, regulations and the practice’s policy and procedures

3.2 Define and clarify client’s rights within the transaction for the client

3.3 Establish desired outcomes and devise strategies to achieve them in consultation with client

3.4 Thoroughly assess implications for professional indemnity insurance and take appropriate action

4 Deal with third parties and other professionals

4.1 Identify relevant third parties and other professionals

4.2 Identify information to be obtained from or provided to third parties and other professionals

4.3 Conduct appropriate consultation with third parties and other professionals and obtain authorities

5 Present information relevant to transaction to client

5.1 Present documentation clearly and promptly and in accordance with relevant legislation and regulations and the practice’s policy and procedures

5.2 Record and document information necessary for the transaction to proceed in a legally binding manner in client files

5.3 Advise client of the implications of all information received from or forwarded to relevant parties

Skill

Performance

Criteria

Description

Reading

1.1, 1.2, 1.4, 1.5, 3.1, 4.2

Actively gathers and collates documentation from a variety of sources

Analyses and reviews information for accuracy, completeness and relevance

Writing

1.3, 1.5, 2.2, 3.1-3.3, 4.3, 5.1-5.3

Accurately and thoroughly records and maintains information

Prepares correspondence and documents clearly and concisely using correct language, concepts and terminology appropriate for purpose and audience

Oral Communication

1.3, 1.5, 3.1, 3.3, 4.3, 5.3

Participates effectively in verbal exchanges, using questioning and active listening, to determine and confirm requirements and to obtain relevant information from a range of personnel

Numeracy

1.2, 1.5

Effectively analyses, records and consolidates financial information and numerical data

Performs mathematical calculations to determine fees and taxes

Navigate the world of work

2.2, 3.1, 5.1

Recognises and responds to relevant legislative requirements, explicit and implicit protocols, policies and procedures and meets expectations associated with own role

Interact with others

1.3, 1.5, 2.3, 3.3, 4.3, 5.3

Selects and uses appropriate conventions and protocols when communicating with others to achieve specific outcomes

Get the work done

1.3, 1.4, 2.1-2.3, 3.1-3.4, 4.1-4.3, 5.1, 5.2

Takes responsibility for developing and implementing organisational processes that comply with legislative requirements and achieve required outcomes

Systematically gathers and analyses all relevant information and evaluates options to solve problems or make decisions

Uses digital technologies to access, extract and share relevant information to achieve required outcomes