Required skills

analytical evaluative and deductive reasoning to identify risk and solve problems related to searches

communication skills to

determine and confirm third party requirements

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

IT skills for

using computerised and manual trust account systems

accessing and presenting information and using appropriate software such as spreadsheets databases and using internet information

literacy skills to read and interpret documentation from a variety of sources current computer and office technology skills

numeracy skills to accurately analyse record and store data in accordance with organisational requirements

organisational skills including the ability to plan and sequence work

problem solving skills to address conveyancing issue that may arise

record keeping skills with attention to detail to accurately maintain information on the transaction

research and analysis skills for accessing interpreting and managing complex information relevant to searches

Required knowledge

business principles and law applicable to conveyancing transactions

current legislative regulatory and industry practices procedures and services

current procedures and practices of financial institutions

insurance requirements relevant to a conveyancing transaction

policies procedures and business requirements of the practice

professional and industry terminology

registration and conversion procedures and strategies

relevant consumer protection requirements

relevant types of contract and other required documentation

risk assessment and evaluation strategies

types of document searches including econveyancing systems for personal business or real estate conveyancing

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

communicate effectively with a client and third parties to a transaction

accurately request relevant search information from authorities and third parties

apply practices policy and procedures and relevant legislation to information searches

accurately identify and record search information

assess transaction risk and recommend strategies determined from information

present clear concise and accurate information in relation to a transaction

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a workplace or a closely simulated work environment

access to and use of a range of common office equipment technology software and consumables

suitable assessment records showing the conduct of conveyancing search

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

verbal or written questioning on underpinning knowledge and skills which may include formal examinations

setting and reviewing workplace projects and business simulations or scenarios

evaluating samples of work

accessing and validating third party reports

Guidance information for assessment

Sources may be in manual or electronic format and information requirements may include:

Titles may include:

Transactions may include:

Searches may include:

Surveys

Plans of subdivision

Certificates and enquiries

Strata title plans and community title plans

Old system, qualified and limited (common law) title

Conveyances and other deeds and documents of title

Crown land and other searches

Constitution in respect of company title

Practice policy and procedures may include:

Relevant or required reports may include:

Third parties may include:

Risks apply to both the client and conveyancer and may include:

Relevant legislation and regulations may include

Client files may be:

Documentation may include: