Assessor Resource

FNSSUP518
Provide information to superannuation fund members in writing

Assessment tool

Version 1.0
Issue Date: May 2024


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

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

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

provide information in writing to at least three different superannuation fund members according to required format, timelines and budgets.

In the course of the above, the candidate must:

present information comprehensively, accurately and concisely using organisational format.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements relating to providing factual information or general advice in superannuation

organisational policies and procedures relating to providing factual information or general advice in superannuation

planning and organising techniques and tools used to support the provision of effective information to members

sources of research information and specialist advice

structure and procedures of the superannuation industry and funds

organisational format requirements and budget

suitable formats for information for people with specific needs, including:

larger font for elderly clients

text translated into a range of community languages.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational equipment, technology, software and consumables

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

provide information in writing to at least three different superannuation fund members according to required format, timelines and budgets.

In the course of the above, the candidate must:

present information comprehensively, accurately and concisely using organisational format.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements relating to providing factual information or general advice in superannuation

organisational policies and procedures relating to providing factual information or general advice in superannuation

planning and organising techniques and tools used to support the provision of effective information to members

sources of research information and specialist advice

structure and procedures of the superannuation industry and funds

organisational format requirements and budget

suitable formats for information for people with specific needs, including:

larger font for elderly clients

text translated into a range of community languages.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational equipment, technology, software and consumables

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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
Identify and confirm sources of information, format requirements, preparation timelines, audience and budget 
Determine trustee and statutory requirements, and incorporate into documentation 
Identify sources of current, comprehensive and detailed information relevant to requirements 
Collate and organise data required to produce information in usable form 
Assess significance and implications of relevant factors and incorporate into documentation 
Produce documentation that allows deductions and inferences to be drawn 
Select media, language and form of presentation based on audience 
Present information according to organisational policies and procedures 
Distribute draft information to required specialists and confirm legal, financial and other data is relevant 
Distribute information to relevant members according to established timeframes and using required methods according to organisational policies and procedures 
Design and implement systems to record distribution and responses 

Forms

Assessment Cover Sheet

FNSSUP518 - Provide information to superannuation fund members in writing
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

FNSSUP518 - Provide information to superannuation fund members in writing

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: