Establish, maintain and process superannuation records

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 FNSSUP302, 'Establish, maintain and process superannuation records'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Establish, maintain and process superannuation records' 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

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Set up new member records for individuals

1.1 Collect information required to set up new member file

1.2 Check information to ensure it is complete and correct

1.3 Enter data accurately into organisational information system, correcting information errors within level of authority

1.4 Activate new member record and send confirmation according to organisational procedure and regulatory requirements

1.5 Accurately update new and additional information within organisational procedure

2. Set up new employer records as required

2.1 Collect information required to set up new employer record

2.2 Check information to ensure it is complete and correct

2.3 Enter data accurately into organisational information system, correcting information errors within level of authority

2.4 Activate new employer record

2.5 Send confirmation according to organisational procedure and regulatory requirements

3. Maintain integrity of records

3.1 Ensure all transactions are correctly reflected in records

3.2 Identify any inconsistencies and take action to rectify

3.3 Update records as new information is received

3.4 Add enquiries and communications to records

3.5 Send confirmation according to organisational procedures

4. Identify administrative and accounting processes documented in member records

4.1 Identify process of determining interest

4.2 Identify administrative charges and insurance premiums on records

4.3 Describe processes of allocating interest, charges and insurance premiums to member accounts to the customer

4.4 Provide members with information regarding their records as required and according to organisational procedures

5. Produce member benefit statements

5.1 Identify and accurately describe elements of member benefit statements and calculation processes

5.2 Produce statements as required and according to organisational procedures

6. Follow quality assurance procedures

6.1 Follow organisational procedures to ensure work is completed accurately

6.2 Establish and maintain member and employer details in accordance with organisational requirements

6.3 Identify incorrect information and associated consequences and correct within limits of own responsibility


Qualifications and Skillsets

FNSSUP302 appears in the following qualifications:

  • FNS30111 - Certificate III in Financial Services
  • FNS30115 - Certificate III in Financial Services