Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSUP306 Mapping and Delivery Guide
Terminate superannuation plans
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSUP306 - Terminate superannuation plans |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to terminate a superannuation plan.It applies to individuals who, within their level of authority, apply specialised organisational and industry knowledge and follow defined procedures to process financial information.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the superannuation field of work and include access to: common office equipment, technology, software and consumables financial services product information organisational policy and procedures Assessors must satisfy NVR/AQTF assessor requirements. |
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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: Process all outstanding transactions to termination date |
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Element: Forward information or payments to appropriate parties |
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Element: Complete and action fund documentation |
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