highly developed communication skills to: liaise with others, share information, using questioning and active listening as required describe taxation concepts and consequences to clients in plain, clear terms use a range of interpersonal and communication skills to relate to a range of clients use language and concepts appropriate to cultural differences well-developed numeracy and IT skills to: utilise computers and a range of computer software systems perform basic calculations related to superannuation funds access and update account records electronically access and use appropriate software such as word processors, spreadsheets and databases use internet information highly developed literacy skills to read and interpret documentation from a variety of sources and record and consolidate related information organisational skills, including the ability to plan and sequence work ability to research and comprehend self-managed superannuation fund operational guidelines research and analysis for: accessing, interpreting and managing complex information researching and comprehending self-managed superannuation fund legislation identifying relevant legislation and regulations relevant to each client assessing the accuracy and relevance of information self-management skills for complying with ethical, legal and procedural requirements learning skills to maintain knowledge of changes to relevant legislation and requirements problem solving skills to address compliance and related issues judgement skills for forming recommendations in operational situations management skills for working effectively in a constantly changing environment |