Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSMS502A Mapping and Delivery Guide
Manage changes to fund structure
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSMS502A - Manage changes to fund structure |
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Description | This unit covers the skills and knowledge required to manage changes to a fund structure including transfers, merging, termination, closing and splitting of a fund. It encompasses confirmation of trustee instructions, the verification of outstanding transactions, managing the distribution of information to appropriate parties, managing the distribution of fund assets and managing documentation to support this process.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 can apply to job roles involving management of all fund types, including self-managed superannuation funds. | ||
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: Confirm trustee instructions |
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Element: Verify outstanding transactions |
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Element: Manage distribution of information to appropriate parties |
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Element: Manage distribution of fund assets |
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Element: Manage documentation |
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