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 FNSPRT403A, 'Administer a complex estate'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Administer a complex estate' 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 |
1. Initiate the process of accepting the role of executor | 1.1. Factors to accept or renounce administration of the estate are determined and a decision is clarified 1.2. Initial proceduresfor opening an estate file are undertaken 1.3. Possible risk factors and irregularities in the will are identified and strategies for appropriate action determined 1.4. Urgent mattersneeding immediate attention that may arise, depending on the complexity of the estate, are dealt with in a timely and professional manner 1.5. If required, factors which increase the risk of litigation are identified and appropriate strategies executed 1.6. Co-executors are advised of options regarding their roles and the estate administration process and the will is proven |
2. Identify, collect and distribute assets | 2.1. Assets and liabilities are identified with assets collected, transmitted or realised as requested 2.2. Liquid assets are deposited in appropriate funds and cash receipted according to legal requirements 2.3. Steps are taken to ensure that property is adequately insured and secured, particularly where conflict may occur 2.4. Arrangements for storage of chattels, and handing over of any bequests are confirmed 2.5. Beneficiaries are advised of Capital Gains Tax (CGT) implications and assets are distributed promptly according to the terms of the will or intestacy laws 2.6. Scheme of Appropriation is prepared and submitted to appropriate persons for approval and all internal audit requirements complied with |
3. Ensure legal and financial requirements are finalised | 3.1. Distributable estate is finalised 3.2. If required, a clearance to Date of Death (DOD) from the Australian Taxation Office (ATO) is confirmed |