The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Identify and manage reporting compliance requirements with legislative and operational requirements
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Sources of information on legislative, regulatory requirements and compliance requirements are identified Completed |
Evidence:
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Regulations and relevant legislative requirements that impact administrative processes and procedures are identified Completed |
Evidence:
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Specialist advice is sought on areas outside of knowledge area and authority limits Completed |
Evidence:
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Accuracy, thoroughness and timing of reporting procedures are reviewed against legislative requirements Completed |
Evidence:
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Manage contributions and rollovers into the fund
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The accuracy and timelines of allocations and/or processing of contributions and rollovers, into the fund are reviewed in accordance with legislative and operational guidelines Completed |
Evidence:
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Contributions are reviewed to ensure that they have been allocated in accordance with employer or trustee instructions Completed |
Evidence:
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Contribution anomalies identified are reviewed to ensure correct processing Completed |
Evidence:
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Manage other payments
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Payments into the fund are reviewed in accordance with legislative and operational guidelines Completed |
Evidence:
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The accuracy and timelines of benefit payments out of the fund are reviewed in accordance with legislative and operational guidelines Completed |
Evidence:
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Payment practices and processes are reviewed in accordance with legislative and operational guidelines Completed |
Evidence:
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Manage internal and external complaints
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Internal and external complaints procedures are reviewed to ensure that they are carried out accurately and in a timely manner and in accordance with legislative and operational procedures Completed |
Evidence:
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Manage member/employee records
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Documents are reviewed to ensure that document checking and validity processes are implemented, and supporting documentation is supplied Completed |
Evidence:
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Documentation is reviewed to ensure that advice and acknowledgement have been issued Completed |
Evidence:
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Employee records are reviewed to ensure currency of information Completed |
Evidence:
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Documentation storing processes are reviewed to ensure compliance with organisational policies and procedures Completed |
Evidence:
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Manage trustee instructions
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Trust deed instructions are reviewed to ensure they have been actioned correctly Completed |
Evidence:
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External service providers are liaised with to validate that trustee instructions have been implemented Completed |
Evidence:
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Monies received from investments are reviewed against trustee and trust deed instructions Completed |
Evidence:
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Payments made are reviewed against trustee and trust deed instructions Completed |
Evidence:
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Ensure annual returns are lodged
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Annual review process is completed accurately, thoroughly and in time, in accordance with legislative and operational requirements Completed |
Evidence:
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Trustee reporting, member reporting and insurance reporting is completed accurately, thoroughly and in time, in accordance with legislative and operational requirements Completed |
Evidence:
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Australian Prudential Regulation Authority (APRA)/ Australian Taxation Office (ATO)/annual return/ATO tax return, are completed accurately, thoroughly and in time, in accordance with legislative and operational requirements Completed |
Evidence:
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