Assessor Resource

FNSSUP508
Provide effective information to members

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to clarify requirements, obtain and produce relevant superannuation information in a suitable format, and distribute to members.

It applies to individuals who undertake research and use organisational skills to produce logically structured and accurate information that meets organisational quality and compliance requirements.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Clarify requirements for information

1.1 Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

1.2 Determine trustee and relevant statutory requirements, and incorporate into documentation

2. Obtain relevant information

2.1 Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

2.2 Collate data and process to produce information in useable form

3. Produce information in suitable format

3.1 Correctly assess significance and implications of relevant factors and incorporate into documentation

3.2 Produce documentation in manner that allows useful deductions and inferences to be drawn

3.3 Select media, language and form of presentation based on suitability for intended audience

3.4 Present information comprehensively, accurately, concisely and in plain English using company format

3.5 Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate

4. Distribute information

4.1 Distribute information to members within required timeframes and after verification

4.2 Design and implement systems to record distribution and responses

Evidence of the ability to:

clarify information format requirements, preparation timelines and budgets

obtain relevant information related to member accounts

produce information in a suitable format to clarify and present fund information in a clear and concise manner

distribute information using appropriate methods.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe a range of planning and organising techniques and tools

identify sources of research information and specialist advice

outline the key features of the structure and procedures of the superannuation industry and funds

describe suitable formats for information for people with specific needs such as:

larger font for older people

translated into a range of community languages.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the superannuation field of work and include access to:

common office equipment, technology, software and consumables

organisational financial records

organisational policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Clarify requirements for information

1.1 Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

1.2 Determine trustee and relevant statutory requirements, and incorporate into documentation

2. Obtain relevant information

2.1 Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

2.2 Collate data and process to produce information in useable form

3. Produce information in suitable format

3.1 Correctly assess significance and implications of relevant factors and incorporate into documentation

3.2 Produce documentation in manner that allows useful deductions and inferences to be drawn

3.3 Select media, language and form of presentation based on suitability for intended audience

3.4 Present information comprehensively, accurately, concisely and in plain English using company format

3.5 Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate

4. Distribute information

4.1 Distribute information to members within required timeframes and after verification

4.2 Design and implement systems to record distribution and responses

Evidence of the ability to:

clarify information format requirements, preparation timelines and budgets

obtain relevant information related to member accounts

produce information in a suitable format to clarify and present fund information in a clear and concise manner

distribute information using appropriate methods.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe a range of planning and organising techniques and tools

identify sources of research information and specialist advice

outline the key features of the structure and procedures of the superannuation industry and funds

describe suitable formats for information for people with specific needs such as:

larger font for older people

translated into a range of community languages.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the superannuation field of work and include access to:

common office equipment, technology, software and consumables

organisational financial records

organisational policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation 
Determine trustee and relevant statutory requirements, and incorporate into documentation 
Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements 
Collate data and process to produce information in useable form 
Correctly assess significance and implications of relevant factors and incorporate into documentation 
Produce documentation in manner that allows useful deductions and inferences to be drawn 
Select media, language and form of presentation based on suitability for intended audience 
Present information comprehensively, accurately, concisely and in plain English using company format 
Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate 
Distribute information to members within required timeframes and after verification 
Design and implement systems to record distribution and responses 

Forms

Assessment Cover Sheet

FNSSUP508 - Provide effective information to members
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSSUP508 - Provide effective information to members

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: