Elements and Performance Criteria
- Identify types of contributions and their processes
- Receive superannuation contributions
- New accounts are established and checked for eligibility
- Superannuation contributions and accompanying documents are received and checked to ensure information is complete and correct
- Receipt of contribution is documented according to organisational procedures
- Documentation is filed according to organisational procedures
- Contributions are processed for banking according to organisational procedures
- Receive Rollover Benefit Statements (RBS)
- Identify and manage contribution and RBS errors or incompletions
- Errors in contributions and/or documentation are identified
- Documentation is returned or required information sought
- Employers are sent contribution reminders as required
- Incomplete or incorrect contributions are actioned according to organisational requirements
- Incomplete or incorrect contributions are reconciled and processed when required information is obtained
- Allocate contributions according to contribution type
- Follow quality assurance procedures