Superannuation

 

Month End Member adjustments

  • Any age related adjustments this month?
  • What insurances to pay?
  • What fees to pay?
  • Any alerts or special reporting?
  • Any follow up actions?
    • No change
    • Unemployment Insurance: $31 Household Insurance: $43
    • $7
    • No
    • No
    • No change
    • Unemployment Insurance: $31 Household Insurance: $43
    • $7
    • Age 65 next month
    • Send notice to Member
    • Age 65 adjustments. Stop insurance. Change to pensioner rate.
    • Household insurance: $27
    • $5.60
    • Age 65
    • Send notice to Member

Account Audit

  • Has the CPI been adjusted for the period?
  • Does the member have a negative tax free balance?
  • Is the Notional Contributions Start
    Date the same as the TI/TPD effective date?
  • Is there an end date for member on Temporary Incapacity?
  • What alerts should I set?
    • Yes
    • No
    • Yes
    • Yes
    • None
    • No
    • No
    • Yes
    • Yes
    • CPI Alert
    • Yes
    • Yes (131)
    • No (512)
    • Yes
    • CPI Alert

Insurance

 

Insurance Application

  • Do I have all the facts and are they valid?
  • Will I insure this risk?
  • At what price?
  • Any terms and conditions?
  • What do I do next?
    • Yes
    • Yes
    • $832
    • Subject to Flood clause Subject to Earthquake clause
    • Issue policy
    • Applicant too young.
    • Subject to referral
    • $936
    • Increased Excess to $1000
    • Advise referral required
    • Yes
    • Yes
    • $1221
    • Subject to Flood clause Subject to Earthquake clause Subject to special items exclusion clause
    • Advise referral required

Claim Payment

  • Is all data present?
  • Assessors report required?
  • What is the fraud risk assessment?
  • Pay Claim?
  • Cost net of excess, adjustment, reinsurance?
    • Yes
    • No
    • 'Unlikely'
    • Yes
    • $18,022
    • No
    • Yes
    • 'Unlikely'
    • No
    • Est Max $27,000
    • Yes
    • Yes
    • Possible
    • No
    • Est Max $27,000

Other

 

Airline Loyalty Program

  • Priority for free upgrade?
  • How many frequent flyer miles earned this trip?
  • How many status points earned this trip?
  • Number of status points required to reach next tier?
  • Any status change alerts?
    • 7
    • 182
    • 38
    • 980
    • Upgrade to Gold
    • 7
    • 182
    • 38
    • 980
    • Upgrade to Gold
    • 7
    • 182
    • 38
    • 980
    • Upgrade to Gold

Calculate Property Development Fees for City Council

  • What are the development charges for the proposed subdivision and property development?
  • What is the change if I use the "development changed" option?
  • What is the credit for the current infrastructure demand on the existing property in the above fee?
  • What is the impact of doing the development in two independent projects
  • What is the difference if the same project is done in Residential Zone A3
    • $560,000
    • Credit $149,670
    • $83,240
    • Plus $23,059
    • Minus $139,000
    • $23,000
    • $0
    • $0
    • $0
    • Not Valid
    • $128,000
    • $0
    • $0
    • Plus $1,280
    • Minus $17,000

Health

 

Public Hospital

  • Cost of procedures?
  • Apportioned cost of bed overheads?
  • Total Cost for period?
  • Adjustment?
  • Amount recovered?
    • $8,322 (calculated hourly, per procedure)
    • $3,998 (calculated hourly)
    • $12,320
    • +8% for decile 3 patient
    • $12,320 on Base Funding Contract $985.60 on Social Support Contract
    • $2,100 (calculated hourly, per procedure)
    • $998 (calculated hourly)
    • $3,098
    • +0% for non-resident patient
    • $3,098 from patient
    • $28,300 (calculated hourly, per procedure)
    • $8,900 (calculated hourly)
    • $37,200
    • +0%
    • $22,900 on Base Funding Contract $14,300 from private insurance

Public Health Screening Unit

  • Period since last review?
  • Results of last test?
  • Referral priority
  • Latest abnormality code
  • Action
    • 1027 days
    • Negative
    • NA
    • NA
    • Review in 36 months
    • 187 days
    • Atypical
    • Persistent Low Grade
    • Cytology
    • Review in 6 months
    • 93 days
    • Low grade abnormality
    • Low grade
    • Histology
    • Review in 6 months