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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

1. Establish relationship with current and potential employer clients
   • Initiate or receive employer contact and establish relationship for ongoing liaison
   • Discuss employer system and service needs with client
   • Record employer details into organisational database
   • Make arrangements for follow up service according to organisational procedures
2. Make analysis of employer needs
   • Review employer information technology systems and check for compatibility
   • Review employer human resource and superannuation payment systems
   • Identify employee information needs
   • Identify and note special requirements of employer needs
3. Propose most suitable fund and system for employer clients
   • Examine fund and system options to identify best options for employer
   • Develop and present proposal to employer
   • Follow organisational procedures for ensuring compliance in employer systems
   • Discuss and negotiate proposal with employer and make amendments as necessary
   • Establish ongoing liaison to respond to employer questions and difficulties
   • Prepare and implement successful proposals according to organisational procedures
4. Set up new employer accounts
   • Obtain all required information from employer to set up new accounts
   • Set up employer accounts and check for accuracy
   • Establish employer communication channels
   • Distribute confirmation of new accounts according to organisational procedures
5. Provide ongoing liaison and management of accounts
   • Maintain employer documentation according to organisational requirements
   • Provide employer with ongoing communications regarding progress and implementation of superannuation account
   • Provide employer with ongoing contact to respond to enquiries and difficulties
   • Respond to employer difficulties, enquiries and/or complaints efficiently and in accordance with organisational procedures
   • Manage all transactions of employer account and accurately maintain according to organisational procedures

Performance Evidence

Evidence of the ability to:

determine and analyse employer system needs

review employer technology systems to ensure compatibility

present most suitable fund or system for clients

set up new employer accounts, and provide ongoing liaison and management of client accounts

assess and analyse employer needs to identify the best fund or system to meet employer needs

develop and present proposals and establish accounts.

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

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Knowledge Evidence

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

describe key features, compliance and reporting requirements of:

superannuation industry legislation

taxation legislation

other relevant legislation

discuss compliance responsibilities for fund administrators

compare and contrast features and benefits of a range of fund options and services

identify compatibility issues of information technology systems with superannuation software

outline the key procedures for processing superannuation contributions

describe the key features of information technology, human resource and management requirements for superannuation systems

outline organisational communication and documentation procedures.

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