Process superannuation fund payments

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 FNSSUP301, 'Process superannuation fund payments'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Process superannuation fund payments' 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. Assess validity of request

1.1 Assess validity of request against fund entitlements according to organisational procedures and operational authorities

1.2 Undertake assessment in methodical manner using suitable checklists or similar instruments to ensure accuracy

2. Compile necessary documentation

2.1 Classify payment requests from member or beneficiary or employer according to established criteria

2.2 Obtain required evidence from appropriate parties to confirm that request complies with fund's conditions of entitlement

2.3 Match request to payment criteria so validity can be determined

2.4 Complete required forms and documents and distribute in accordance with legislation, operating policy and procedures, and trustee instructions

3. Review and evaluate evidence available in support of payment

3.1 Review available information on payment request against payment criteria to ensure compliance with terms and conditions of trust, relevant legislation and operating procedures

3.2 Obtain additional opinion on validity of request from relevant parties where necessary

3.3 Determine eligibility of request for payment according to evaluated evidence

3.4 Refer unusual requests or those outside relevant guidelines or authorities according to operating procedures

4. Communicate entitlement

4.1 Identify level of entitlement based on accurate and up-to-date information, within authority levels and according to operating procedures

4.2 Promptly advise decision on payment to relevant parties in accordance with trustee instruction, operating procedures and relevant legislation

5. Finalise payment transaction

5.1 Check payment details for compliance with legislative and operating guidelines within delegated authority

5.2 Make payment and complete supporting documentation according to organisational procedures, relevant legislation and timelines

5.3 Update systems and file documents to ensure all records are maintained


Qualifications and Skillsets

FNSSUP301 appears in the following qualifications:

  • FNS40910 - Certificate IV in Superannuation
  • FNS30111 - Certificate III in Financial Services
  • FNS40911 - Certificate IV in Superannuation
  • FNS30115 - Certificate III in Financial Services
  • FNS40915 - Certificate IV in Superannuation