Designed for Australian WHS

Split System Air Conditioning & Heat Pump InstallationSWMS Template

Installation of split system air conditioning units and heat pumps including indoor unit mounting, outdoor condenser placement, refrigerant line connection, electrical work, vacuum testing, charging, and commissioning. Pre-filled hazards, controls, and risk ratings. Ready in 5 minutes.

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Creating a Split System SWMS Yourself?

Here's what you need to get right:

1
Identify ALL relevant hazards (miss one = non-compliant)
2
Apply the hierarchy of controls correctly
3
Calculate initial AND residual risk ratings
4
Reference correct Australian Standards for PPE
5
Include required high-risk work categories
6
Document emergency procedures for YOUR specific hazards
7
List competency requirements (licenses, tickets, training)
8
Include worker consultation records

Average time: 2-4 hours. If you know what you're doing.

Or... we've done the research. Scroll down to see exactly what's included.

Why You Need This SWMS

Legal requirements under Australian WHS Regulations.

High-Risk Construction Work Categories

Under Australian WHS Regulations (Section 291 - Duty to prepare SWMS for high-risk construction work), this work is classified as high-risk due to:

  • Work at height (>2m) with risk of fall(Outdoor unit wall mounting, rooftop condenser installation, indoor unit mounting on high walls, ladder work for refrigerant line runs)
  • Work in confined spaces(Ceiling cavity access for refrigerant lines and drainage, roof spaces with restricted access and potential atmospheric hazards)
  • Work in artificial extremes of temperature(Roof cavities exceeding 50°C in summer months, plant rooms with operating refrigeration equipment)
  • Work on/near chemical, fuel or refrigerant lines(Handling fluorocarbon refrigerants (R32, R410A), pressurised refrigerant systems, brazing with flammable gases)
  • Work on/near energised electrical installations(Electrical connection at switchboard, isolator installation, inter-unit wiring, working near existing electrical services)
  • Work on/near pressurised gas mains or piping(Nitrogen pressure testing, refrigerant charging, handling pressurised refrigerant cylinders)

Australian Standards Referenced

AS/NZS 5141:2018 - Residential heating and cooling systems - Design and installation
AS/NZS 5149 - Refrigerating systems and heat pumps - Safety and environmental requirements
AS/NZS 1891 series - Industrial fall-arrest systems and devices
AS/NZS 1892 series - Portable ladders
AS/NZS 3760:2022 - In-service safety inspection and testing of electrical equipment
AS/NZS 4836:2011 - Safe working on or near low-voltage electrical installations
AS/NZS 1337.1 - Personal eye protection
AS/NZS 1716 - Respiratory protective devices
AS/NZS 2210.3 - Safety, protective and occupational footwear

Your SWMS in Under 5 Minutes

No research. No formatting. No compliance headaches.

1

Pick Your Template

Choose from trade-specific templates with pre-filled hazards, controls, and PPE requirements.

2

Add Your Details

Enter your business name, site address, principal contractor, and worker names.

3

Download & Go

Get your SWMS as PDF or DOCX. Ready to hand to your principal contractor.

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The Hard Part, Done For You

8 Hazards Pre-Identified & Risk-Assessed

Each hazard includes full control measures following the hierarchy of controls, with initial and residual risk ratings pre-calculated.

Potential Harm

Asphyxiation from oxygen displacement in enclosed spaces, frostbite/cold burns from liquid refrigerant contact, cardiac arrhythmia, toxic hydrogen fluoride exposure if refrigerant contacts flames

Control Measures (Hierarchy of Controls)
Elimination

Not practicable - refrigerant handling essential for AC installation

Substitution

Use lower-GWP refrigerants where equipment permits (R32 preferred over R410A)

Isolation

Ensure adequate ventilation in work area, do not work in confined spaces without atmospheric monitoring

Engineering
  • Use low-loss hose fittings to minimise refrigerant release during connection/disconnection
  • Ensure all joints are properly flared and torqued to manufacturer specifications
  • Nitrogen purge lines during brazing to prevent refrigerant decomposition
Administrative
  • Only ARCtick licensed technicians to handle refrigerant
  • Never vent refrigerant to atmosphere (federal offence)
  • Check cylinder pressure and condition before use
  • Work in well-ventilated areas only
  • Buddy system when working with refrigerants
PPE

Safety glasses with splash protection, nitrile/neoprene gloves, long sleeves. P2 respirator available for emergency use.

All 8 hazards with full control measures. Included in your SWMS.

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16-Step Work Procedure

Each step linked to specific hazards and control measures. A complete workflow from site arrival to sign-out.

1

Site arrival, sign-in, and pre-work safety briefing

Report to site office if applicable, confirm scope with customer, review SWMS with all workers

2

Site assessment and hazard identification

Inspect work areas, identify electrical hazards, assess ceiling cavity conditions, verify wall strength for mounting, check for asbestos if building pre-2004 or age unknown

3

Set up work area and don PPE

Lay drop sheets, set up tools, establish exclusion zones, don all required PPE, verify first aid kit location

4

Electrical isolation and verification

Electric Shock

Isolate circuit at switchboard, apply personal lock and tag, verify isolation with voltage tester, test equipment with proving unit

Equipment & PPE Requirements

All required items with Australian Standards where applicable.

Equipment Required

12 items

  • Vacuum pump (R32 compatible)

    2-stage recommended, minimum 45 L/min flow rate, must achieve 500 microns (65 Pa) or below

  • Manifold gauge set

    Refrigerant-specific (R32/R410A), digital preferred for accuracy, low-loss fittings

  • Digital vacuum gauge (micron gauge)

    Pirani or thermocouple type, micron-level accuracy for leak verification

  • Electronic refrigerant leak detector

    Heated diode or infrared type, calibrated for refrigerant in use, sensitivity <5g/year

PPE Requirements

8 items with standards

  • Safety glasses/gogglesAS/NZS 1337.1

    Medium impact rating, chemical splash resistance for refrigerant handling

  • Chemical-resistant glovesAS/NZS 2161.1

    Nitrile or neoprene for refrigerant handling, protects against cold burns from liquid refrigerant

  • Leather work glovesAS/NZS 2161.1

    For manual handling, mounting brackets, handling sheet metal edges, and general protection during installation

  • Safety footwear (EH rated)AS/NZS 2210.3

    Electrical Hazard (EH) rated, steel/composite toe, anti-slip soles, lace-up style for electrical work

What's In Your SWMS Document

A complete, ready-to-use Safe Work Method Statement

SWMS Document
Split System Air Conditioning & Heat Pump Installation
PDFDOCX
Your document includes:
Your business details
Business name, ABN, contact info
Site-specific information
Address, principal contractor
All 8 hazards with controls
Risk ratings pre-calculated
16-step work procedure
Linked to hazards
8 PPE requirements
Australian Standards referenced
Worker sign-off section
Ready for signatures
Emergency procedures
Task-specific responses

Training & Competency Requirements

Licenses, tickets, and training required for this work.

Required

  • Construction Induction (White Card)training

    CPCCWHS1001 - Required for all workers on construction sites. Nationally recognised. VICTORIA: Must be completed face-to-face only (online not accepted since 1 Jan 2023). Minimum 6-hour course duration.

  • ARCtick Refrigerant Handling Licencelicence

    Full licence (RAC01) or Restricted Split System licence (RSS03). RSS03 limited to single-head splits <18kW - cannot service, repair, or add refrigerant post-install. National scheme - verify at lookforthetick.com.au

  • State Electrical Licencelicence

    State-specific requirements: NSW - Electrical Licence + CCEW; VIC - A-Grade or REL + COES + VBA Mechanical Services; QLD - REWL (limited scope, no installation wiring); WA - REL (up to 4kW fixed cable); SA - Electrical Licence + eCoC; TAS - Restricted Electrical Licence + CEC to TechSafe; NT - REL with AC endorsement; ACT - Restricted Electricians Licence. NOTE: QLD and WA electrical licensing NOT in AMR scheme.

Recommended

  • Working at Heights

    RIIWHS204E - Required for work at heights ≥2 metres where fall risk exists. SA NOTE: Currently 3m threshold until 1 July 2026, then aligns to 2m. Industry standard recommends 2-year revalidation.

  • First Aid Certificate

    HLTAID011 or equivalent. Recommended that at least one worker on site holds current certificate (valid 3 years).

  • Confined Space Entry

    RIIWHS202E - Required if ceiling cavity or plant room work constitutes confined space entry under risk assessment.

  • EWP Operator Licence

    WP class High Risk Work Licence required if using boom-type EWP (over 11m). Not required for scissor lifts under 11m.

  • VBA Mechanical Services Registration (VIC only)

    VICTORIA ONLY: VBA registration required for mechanical services work including condensate drainage installation. Compliance certificate required for work ≥$750. Verify at VBA portal.

  • Asbestos Awareness Training (ACT mandatory)

    ACT ONLY: 11084NAT (Asbestos Awareness) mandatory for ALL construction workers. 11348NAT (Working Safely with ACM) mandatory for AC/refrigeration trades. Training pre-2008 not accepted. Check Mr Fluffy register before ceiling work.

Emergency Procedures Included

Task-specific emergency response procedures for this work.

  • REFRIGERANT LEAK: Evacuate area immediately, do not assess severity first. Turn off HVAC system. Move to fresh air (refrigerant is heavier than air). Ventilate area by opening windows/doors. No naked flames. Call 000 if large leak or anyone affected.

  • REFRIGERANT INHALATION: Move person to fresh air immediately. Keep warm and at rest. If not breathing, commence CPR but DO NOT give mouth-to-mouth if refrigerant on face - use bag valve mask. DO NOT administer adrenaline (cardiac arrhythmia risk). Seek immediate medical attention.

  • REFRIGERANT SKIN CONTACT (frostbite): Remove contaminated clothing unless stuck to skin. Flush affected area with lukewarm water (NOT hot). Do not rub affected area. Cover with sterile dressing. Seek medical attention.

  • REFRIGERANT EYE CONTACT: Flush eyes immediately with clean water for at least 15 minutes. Hold eyelids open. Seek immediate medical attention.

+ 4 more emergency procedures included in your SWMS

Frequently Asked Questions

Common questions about this Split System Air Conditioning & Heat Pump Installation SWMS template.

What qualifications are needed to install air conditioning in Australia?

AC installation requires two primary qualifications: an ARCtick Refrigerant Handling Licence (either full RAC01 or restricted RSS03 for single-head splits under 18kW), and appropriate state electrical credentials. Electrical licence requirements vary by state - VIC requires A-Grade or REL plus VBA Mechanical Services registration, QLD requires REWL (with limited scope), WA/SA allow REL holders to install fixed cables up to 4kW. A White Card is required for construction sites (face-to-face only in Victoria), and Working at Heights certification is needed for installations above 2 metres (3m in SA until July 2026).

Do I need an SWMS for every air conditioning installation?

An SWMS is legally required when the AC installation involves high-risk construction work as defined in WHS Regulations Section 291. This includes: work at heights above 2 metres (wall-mounted outdoor units, roof installations), work on or near energised electrical installations, work in confined spaces (ceiling cavities), or work on refrigerant lines. Most split system installations will trigger at least one of these categories. Note: SA currently uses a 3m fall threshold but will align to 2m from 1 July 2026.

What is the difference between RAC01 and RSS03 ARCtick licences?

RAC01 is the full Refrigeration and Air Conditioning licence allowing installation, service, maintenance, and repair of any refrigeration/AC system. RSS03 is a restricted licence only permitting installation and decommissioning of single-head split systems under 18kW. Critically, RSS03 holders cannot service, repair, maintain, or add refrigerant to a system after the initial installation - they must refer this work to a RAC01 licence holder. This is a national scheme administered by ARCtick.

Can interstate licence holders work in other states?

Automatic Mutual Recognition (AMR) allows many licence holders to work interstate automatically, but there are critical exceptions: Queensland has NOT joined the AMR scheme - interstate workers must apply through traditional Mutual Recognition. Western Australia has exempted electrical licensing from AMR until 2027 - electricians must apply separately. Victoria requires face-to-face White Card training only (interstate online cards not accepted). ACT has exempted construction licences from AMR until July 2027. Always verify requirements with the destination state regulator before commencing work.

What electrical compliance certificates are required in each state?

Each state has different electrical compliance certificate requirements: NSW requires CCEW within 7 days; VIC requires COES (Certificate of Electrical Safety) plus VBA Compliance Certificate for mechanical services ≥$750; QLD requires Certificate of Testing and Compliance; WA requires Electrical Safety Certificate; SA requires eCoC (electronic Certificate of Compliance) before energisation; TAS requires CEC notification to TechSafe within 3 days; NT requires Certificate of Compliance (hard copy only for AMR workers); ACT follows similar requirements to NSW.

What are the special requirements for working in the ACT?

The ACT has unique requirements due to the "Mr Fluffy" loose-fill asbestos legacy. Before ANY ceiling, wall cavity, or subfloor work, you MUST check the Affected Properties Register at loosefillasbestos.act.gov.au. Additionally, ACT mandates specific asbestos training: 11084NAT (Asbestos Awareness) for ALL construction workers and 11348NAT (Working Safely with ACM) for AC/refrigeration trades. Training from before January 2008 is not accepted. Do NOT penetrate cavities without a Class A asbestos assessor if the property is affected.

What are the penalties for unlicensed refrigerant work?

Under the Ozone Protection and Synthetic Greenhouse Gas Management Act, handling refrigerant without an ARCtick licence attracts penalties up to $3,300 for individuals. Unlawfully venting refrigerant to atmosphere carries penalties up to $66,600 for individuals or $333,000 for corporations. Penalties were increased under 2024 amendments from 10 to 50 penalty units. Additionally, unlicensed work may void equipment warranties and insurance coverage. State electrical regulators can also impose penalties for unlicensed electrical work.

Are there special requirements for working in WA roof spaces?

Yes. Western Australia has a mandatory requirement that mains power must be switched OFF before ANY worker enters the roof space of residential buildings (Class 1, 2 or 10a). This applies to ALL workers, not just electricians. This requirement was implemented following a fatal electrocution of an AC installer in 2020. Always isolate power at the main switchboard and verify isolation before roof space entry in WA.

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