Terminate superannuation plans

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 FNSSUP306A, 'Terminate superannuation plans'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Terminate superannuation plans' 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

1. Confirm trustee instructions

1.1 All trustee instructions are accurately and clearly documented

1.2 Instructions are clarified with trustees where appropriate to ensure compliance requirements are met

1.3 Plan termination conditions are obtained and recorded

1.4 Termination is confirmed to the client promptly and according to operating procedures

1.5 Member authority for transfer of member assets is obtained

2. Process all outstanding transactions to termination date

2.1 All benefit payments due before termination date are processed accurately and according to operating procedures

2.2 All final contributions and outstanding charges and credits to the fund are processed to ensure all financial obligations are met

3. Forward information/ payments to appropriate parties

3.1 Actuarial calculations are obtained where required to determine members’ benefits

3.2 Member information is forwarded to new fund administrator as appropriate within negotiated timeframes and according to operating procedures

3.3 Termination payments are forwarded to the relevant parties when due, and according to arrangement with client and termination provisions

3.4 Valid discharge of all future liability is obtained according to operating procedures

4. Complete and action fund documentation

4.1 Documents are finalised and filed according to operating procedures, legislative and compliance requirements

4.2 Statutory documentation is completed and lodged with authorities according to company operating procedures, authority requirements and within timeframes

4.3 Fund accounts are balanced according to financial requirements


Qualifications and Skillsets

FNSSUP306A appears in the following qualifications:

  • FNS30111 - Certificate III in Financial Services