AHCAGB607 — Manage succession planning

1 Identify succession planning requirements

• 1.1Identify and assess contingency and succession arrangements against enterprise and individual requirements
• 1.2Identify and evaluate income continuation options to find best fit for enterprise requirements
• 1.3Identify and distinguish personal and business goals
• 1.4Consider needs of those affected by succession arrangements in estate planning

2 Clarify succession planning arrangements

• 2.1Make clear plans for retirement of, and inheritance to, all relevant parties
• 2.2Consider legal and financial implications of succession planning in determining succession arrangements and estate distribution
• 2.3Discuss, clarify and mediate apparent inequities in estate distribution
• 2.4Seek external advice as required to clarify obligations and potential effects on business performance

3 Implement succession planning

• 3.1Determine and implement strategies for estate distribution and succession
• 3.2Monitor and review estate structures and transfer arrangements against tax and legislative requirements
• 3.3Monitor estate planning and succession against enterprise performance
• 3.4Complete relevant documentation to meet legal and procedural obligations

What does an assessment tool for AHCAGB607 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for AHCAGB607 needs to address all 24 unit components: 3 elements with 12 performance criteria, 5 performance evidence requirements, 6 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for AHCAGB607?

Auditori pulls the current release of AHCAGB607 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for AHCAGB607 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing AHCAGB607 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of AHCAGB607, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.