• Start Date: 26 October 2023 - 08:00:00
• End date: 26 October 2023 - 18:30:00

Presented by Immigration Lawyer, Arnela Tolic

8AM START

1PM LUNCH FOR 30 MINS

 

6:30PM CLOSE

The New Agents Program (NAP) will include:

8AM     WK1860      Workshop        New Agent Program (8CPD points)

• Unlocking your potential as an RMA - Marketing your business, and the advantages and disadvantages of social media. A practical tutorial to create your social media pages and a blog.
• Understanding plagiarism
• Establishing rapport with potential clients and engaging their interest
• Discussing the process for collecting initial information on the client and the case
• Preparing a template/form for reporting on preliminary assessment with client and possible courses of action.
• Discussing two strategies for managing difficult clients
• Preparing a document outlining the terms of the Agreement for Services and Fees
• Obligations under the Code of Conduct
• What risks to your Professional Indemnity Insurance are in play, if any?
• Prepare a research checklist of things to look for and research when reviewing and
  interviewing a client
• Discussing the importance of seeking client instructions in writing
• Preparing a suite of the following templates for your business:
  • Client Service Agreement - for services and fees
  • Fee schedule
  • Client contact card
  • Invoice
  • Receipt
  • Checklist of possible documents the client may be required to provide
• Natural Justice Letter case study - Source reference material:
  1. Code of Conduct
  2. Migration Regulations, PIC4020
  3. Trivedi’s case, Singh & Arora
  4. Austlii, Jade, Google, Migration Alliance website
• Conflict of Interest case study - Chang and Migration Agents Registration Authority [2014] AATA 235 (22 April 2014)
• Submission writing
• Managing your office's finances
• The Department of Home Affairs' function and responsibilities
• Upholding the Code of Conduct
• How to prepare a client for appearance in front of the Department of Home Affairs or the AAT
• How to engage an interpreter and what role do they play, and when are they necessary?
• The professional standards of conduct when appearing before the Department of Home Affairs and the AAT
• The process for reviewing changes in law and policy and how they impact your client. Free news sources such as Migration Alliance.
• How to effectively monitor a client’s case
• From initial enquiry to full-blown client - case study (paper)
• What steps to take to draw down funds from the Client's Account and transfer those funds into the operating account?
• How to reconcile a client account
• A template for a final statement of account outlining what you need to provide in it
• The procedure for closing a client file
• Preparing a reflection of personal weaknesses against the competency standards
• Developing a written plan to address gaps in knowledge and skills
• Prepare a feedback form to undertake feedback on self from clients
• Prepare a plan to undertake CPD activities
• Prepare a basic business plan identifying:
  • Business structure
  • Knowledge and skills within business
  • Business identity
  • Marketing plan
  • Target market
  • Financial management
  • Client management
• Plan your budget and forecast for the next two years
• Staff - what type of staff you need to employ
• Preparing a policy on performance management to ensure appropriate staff performance
• Professional memberships
• Future risks affecting your business and contingencies to manage the risks
• Preparing a PESTLE analysis on your business
• File Management:
  • The agent will demonstrate a thorough knowledge and understanding of the conduct expected and legislative requirements of the relevant sections of the Code of Conduct and the Migration Act
  • The agent understands the requirement to keep a file for each of their clients.
  • The agent knows which documents should be included in the client file including record of electronic communications.
  • The agent understands the importance of keeping file notes.
  • The agent is aware that they must not submit an application to the Department without the specified accompanying documentation.
  • The agent understands that files must be stored in an orderly and secure manner to maintain confidentiality.
  • The agent understands the importance of using a file management system to keep track of client files and their obligations relating to file retention.
  • The agent understands which documents the client is entitled to have returned to them on completion of services.
  • The agent is aware of the action to be taken with a client’s file if the client terminates their services for any reason.
  • The agent understands when and how to respond to requests from the Authority for information.
• Accounts management
• Business management
• Ethics

 

4:30PM  M2A10015    Workshop                 Understanding the Code of Conduct (Mandatory) (2CPD points)

 

About Arnela Tolic

 

Arnela, is a dynamic and responsive Immigration Lawyer.

 

After relocating to Australia in 2001, her own migration journey inspired her to help other immigrants to make the move to Australia.

 

Arnela spent many weekends, mornings and late nights to perfect her migration skills and handles each client's matter, as she would her own.

 

"Her motto"- You are part of your clients Migration journey.

 

Her passion in immigration law continues outside of her work practice through mentoring offerings to her current RMA peers, to navigate through the complexities of immigration law.

 

Arnela has authored well over 60 new Immigration law CPD topics for Legal Training Australia for Continued Professional Development.

 

Her business acumen and attention to detail and provision of Strategic Immigration law advice is well regarded and sought after.

Further Information

• Online
• Online

• Event times and dates are listed in Australian Eastern Standard Time (Sydney)