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 FNSSMS501A, 'Invest self-managed superannuation funds assets'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Invest self-managed superannuation funds assets' 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. Assist trustees to devise investment objectives | 1.1. Investment objectives are established to meet the financial requirements of the client 1.2. Investment objectives are recorded in accordance with legislative investment requirements |
2. Assist trustees to devise investment strategy | 2.1. Portfolio benchmarks are developed for the investment strategy 2.2. Investment strategy is developed in accordance with legislative and organisational requirements 2.3. Products are selected so that defined financial objectives can be achieved 2.4. Asset allocation/mix is determined so that investment objectives will be met 2.5. Appropriate strategic variables are determined |
3. Assist trustees in the selection of investment services providers | 3.1. A range of performance criteria for service providers is established 3.2. A preferred list of service providers is established 3.3. Service providers are reviewed against established performance criteria to ensure the correct selection 3.4. Suitable service providers are appointed that meet the established performance criteria |
4. Assist trustees to ensure regulatory limitations are adhered to | 4.1. Fund assets are invested in accordance with legislation requirements/trust deed requirements. |
5. Assist trustees to comply with investment reporting requirements | 5.1. Member communication and disclosure requirements are provided in accordance with legislative requirements 5.2. Reports produced by investment managers are received by trustees |
6. Assist trustees to monitor investment service provider's activities | 6.1. Specialist advice is sought as identified and necessary (such as financial planners) 6.2. Assets are allocated to investments (or investment dealers) in accordance with trustee's decisions 6.3. Investment reports are analysed 6.4. Fund results are reviewed against documented fund objectives and strategies 6.5. Reallocation of assets is ensured according to results achieved/ or strategy direction |
7. Assist the trustee to monitor cash flow | 7.1. Liquidity requirements of the fund are managed taking into consideration current and future liabilities |