Process superannuation fund payments

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 FNSSUP311, 'Process superannuation fund payments'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Process superannuation fund payments' 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. Review documentation relating to superannuation fund payment request

1.1 Identify payment request and trustee instructions

1.2 Obtain and review evidence from required stakeholders relating to request according to organisational procedures

2. Assess validity of superannuation fund payment request and evaluate provided evidence

2.1 Determine validity of request for payment according to evidence provided from relevant parties

2.2 Review request and determine its eligibility against fund conditions of entitlement, terms of the trust, payment criteria, and legislative and organisational requirements

2.3 Obtain additional opinion on validity of request from required stakeholders where required

2.4 Refer unusual requests or those not complying with relevant guidelines or authorities according to organisational procedures

2.5 Complete required documentation and distribute according to legislative and organisational requirements, and trustee instructions

3. Process superannuation fund payments

3.1 Determine level of entitlement based on accurate and up-to-date information and own authority levels, and according to organisational policies and procedures

3.2 Advise relevant parties of entitlement decision according to trustee instructions, legislative requirements and organisational policies and procedures

4. Finalise superannuation fund payment transaction

4.1 Identify and distribute required documentation to member, beneficiary or employer, as applicable and according to organisational policies and procedures

4.2 Check payment details for compliance with legislative and organisational guidelines according to level of own delegated authority

4.3 Make payment and complete supporting documentation according to legislative requirements and organisational policies and procedures

4.4 Update systems and file support documentation according to organisational policies and procedures