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 FNSSMS502A, 'Manage changes to fund structure'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Manage changes to fund structure' 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. Confirm trustee instructions | 1.1. Trustee instructions are checked to ensure that they are in accordance with trust deeds and legislative requirements 1.2. Reports are provided to trustee on appropriate steps to be taken to change the structure of the fund 1.3. Agreed timeframes for structural changes to occur are established 1.4. Transitional specialist advice to support structural change is obtained if required 1.5. Business sales agreement between employers is reviewed where relevant 1.6. Trustee instructions being in accordance with trust deed requirements is confirmed |
2. Verify outstanding transactions | 2.1. Outstanding transactions according to trust deed requirements are identified 2.2. Processing of all outstanding transactions in accordance with agreed timeframes is confirmed 2.3. External parties are communicated with to ensure transactions are processed and actioned within agreed timeframes |
3. Manage distribution of information to appropriate parties | 3.1. Open communication is maintained with relevant parties 3.2. Request for relevant payments, documentation and reports are made to relevant parties 3.3. Reports are provided to members and received within specified timeframes 3.4. Relevant documentation is completed and signed by members within agreed timeframes 3.5. Communication and documentation pertaining to the notification of structural changes are provided to members in accordance with organisational and legislative requirements |
4. Manage distribution of fund assets | 4.1. Assets are collected from relevant parties before structural changes occur 4.2. Communication channels are maintained between investment managers and custodians 4.3. The distribution of fund assets is compliant with legislative requirements 4.4. Fund assets are transferred to new funds or distributed to relevant parties |
5. Manage documentation | 5.1. Reporting requirements are completed according to statutory reporting requirements 5.2. Funds are acquitted according to accounting principles 5.3. Necessary documentation and records are provided to relevant parties |