Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSMS501A Mapping and Delivery Guide
Invest self-managed superannuation funds assets
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSMS501A - Invest self-managed superannuation funds assets |
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Description | This unit describes the performance outcomes, skills and knowledge required to assist trustees with the investment of self-managed superannuation fund assets. It encompasses supporting trustees in devising investment objectives, devising investment strategies, selecting investment services providers, ensuring regulatory limitations are adhered to, complying with investment reporting requirements, monitoring investment services providers activities and monitoring cash flow.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to advisers supporting trustees, trustee employees, investment service providers and investment consultants. Importantly, this unit does not involve financial dealing or specific financial product advising. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Assist trustees to devise investment objectives |
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Element: Assist trustees to devise investment strategy |
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Element: Assist trustees in the selection of investment services providers |
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Element: Assist trustees to ensure regulatory limitations are adhered to |
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Element: Assist trustees to comply with investment reporting requirements |
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Element: Assist trustees to monitor investment service provider's activities |
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Element: Assist the trustee to monitor cash flow |
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