Process self-managed superannuation contribution

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSSMS401, 'Process self-managed superannuation contribution'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Process self-managed superannuation contribution' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Receive contributions and rollovers, and process

1.1 Establish new accounts as required and check for eligibility

1.2 Receive contributions and rollovers via post, person, phone or electronic format and check accompanying documents to ensure information is complete and correct

1.3 Identify contribution and rollover sources and types

1.4 Identify any potential errors in processing contributions and rollovers

1.5 Process contributions and rollovers where there are no errors, according to fund guidelines

2. Identify and manage errors or non-completions

2.1 Return documentation or seek required information where errors in contributions and/or documentation have been identified

2.2 Action incomplete or incorrect contributions and rollovers according to fund guidelines

2.3 Reconcile incomplete or incorrect contributions and rollovers, and process when required information is obtained

3. Allocate contributions and rollovers according to type

3.1 Prepare reconciled contributions and/or rollovers for allocation into accounts

3.2 Allocate contributions and/or rollovers in accordance with member requirements

3.3 Complete documentation and processing according to fund requirements and procedures

4. Issue receipt or confirmation for contributions and rollovers according to fund guidelines

4.1 Generate receipt and confirmation for contributions and/or rollovers according to fund guidelines

4.2 Check receipt and confirmation against member records according to fund guidelines

4.3 Send receipt and confirmation to member according to fund guidelines


Qualifications and Skillsets

FNSSMS401 appears in the following qualifications:

  • FNS40910 - Certificate IV in Superannuation
  • FNS40911 - Certificate IV in Superannuation
  • FNS40915 - Certificate IV in Superannuation