Required skills

communication skills to

liaise with others share information confirm work requirements using questioning and active listening as required

use language and concepts appropriate to cultural differences

numeracy and IT skills for

making financial calculations

accessing and using appropriate software such as word processors spreadsheets and databases

using internet information

literacy skills to read and interpret documentation from a variety of sources and recording gathering and consolidating financial information

problem solving skills to address compliance and other issues

learning skills to maintain knowledge of changes to products and relevant legislation

organisation skills including the ability to plan and sequence work

Required knowledge

organisation policies objectives and guidelines

components of a superannuation ETP

documentation requirements for processing death and disability payments

documentation requirements of a superannuation ETP

Government Member Benefit Protection Rules

internal and Superannuation Complaints Tribunal SCT complaints procedures

preservation rules before and after July

procedures for assessing insurance claims and calculating and processing benefit payments

procedures for calculating and processing benefits

procedures for monitoring pension and annuity payments

Reasonable Benefit Limits RBL regulations and impacts on taxation

regulations and legislation applying to payments

taxation requirements for

death

deductions for payments

ETPs under the Income Tax Assessment Act

salary continuance payments

total and permanent disablement benefits

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

identify types of benefits and manage application and claim errors

process insurance claims in accordance with conditions trust and organisation requirements

establish special circumstances and make informed recommendations about benefit payments

calculate taxation requirements for benefit payments

identify source and interpret required information to process benefits for lump sum payments death claims and disablement claims

assess and determine benefit entitlements for ETP death and disablement claims using computer programs

Context of and specific resources for assessment

Assessment must ensure

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

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

access to organisation financial records

access to organisation policies and procedures

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

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace business simulations or scenarios

Guidance information for assessment

Benefit types may include:

Errors and non-completions in documentation may include:

Actioned may include:

Special circumstances may include:

Organisation procedures may include:

Conditions identified in trust deed may include:

Beneficiaries may include: