Develop client relationships with employers and establish superannuation systems

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 FNSSUP503A, 'Develop client relationships with employers and establish superannuation systems'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Develop client relationships with employers and establish superannuation systems' 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. Establish relationship with current and potential employer clients

1.1. Employer contact is initiated/received and relationship established for ongoing liaison

1.2. Employer system and service needs are discussed

1.3. Employer details are recorded into organisation database

1.4. Arrangements are made for follow-up service

2. Make analysis of employer needs

2.1. Employer information technology systems are reviewed and checked for compatibility

2.2. Employer human resource/superannuation payment systems are reviewed

2.3. Employee information needs are identified

2.4. Special requirements are identified and noted

3. Propose most suitable fund/system for employer clients

3.1. Fund/system options are examined to identify best options for employer

3.2. Proposal is developed and presented to employer

3.3. Organisation procedures and guidelines for ensuring compliance in employer systems are followed

3.4. Proposal is discussed and negotiated with employer and amendments made as necessary

3.5. Ongoing liaison is established to respond to employer questions and difficulties

3.6. Successful proposals are prepared for implementation according to organisation guidelines

4. Set up new employer accounts

4.1. All required information is obtained from employer to set up new accounts

4.2. Employer accounts are set up and checked for accuracy

4.3. Employer/fund communication channels are established

4.4. Confirmation of new accounts is distributed according to organisation guidelines

5. Provide ongoing liaison and management of accounts

5.1. Employer documentation is maintained according to organisation requirements

5.2. Employer is provided with ongoing communications regarding the progress and implementation of superannuation account

5.3. Employer is provided with ongoing contact to respond to enquiries and difficulties

5.4. Employer difficulties, enquiries and/or complaints are responded to efficiently and in accordance with organisation guidelines

5.5. All transactions of employer account are managed and maintained accurately and according to organisation guidelines

6. Apply quality systems

6.1. System and process checks are implemented regularly and any irregularities identified and acted upon

6.2. Consequences of incorrect processing of contributions or benefits are identified and explained

6.3. Work is conducted in accordance with relevant legislation and regulations

6.4. Best practice standards are identified and incorporated into work practice

6.5. Training and professional development are undertaken to maintain currency and develop skills


Qualifications and Skillsets

FNSSUP503A appears in the following qualifications: