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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

Performance Evidence

Evidence of the ability to:

conduct data integrity checks

prepare information or reports for a range of purposes as required

participate in fund review processes according to organisational procedures.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the key features of organisational policy, objectives and guidelines

explain the purpose, process and documentation requirements for annual review

define the categories listed in the chart of accounts

outline reporting alternatives for defined benefit funds and accumulation funds

describe capital gains taxation requirements

identify and describe the key features and auditing requirements of superannuation legislation identify and describe information requirements for financial statements from members, employers, trustees, fund administrators, trade unions, investors and taxpayers

describe the key obligations of privacy legislation in undertaking this work.