Assessor Resource
FNSSMS511
Invest self-managed superannuation fund assets
Assessment tool
Version 1.0
Issue Date: May 2024
This unit describes the skills and knowledge required to support an authorised representative in assisting a trustee to devise investment objectives and strategies, invest self-managed superannuation fund assets, select investment services, and ensure compliance and monitoring. Importantly, this unit does not involve financial dealing or providing specific financial product advice.
The unit applies to those who use specialised knowledge and systematic approaches to prepare and analyse detailed information that supports investment and compliance activities.
No licensing, regulatory requirements, legislative or certification requirements apply to this unit at the time of publication.
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