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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Clarify requirements for information
   • 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
2. Obtain relevant information
   • Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements
   • Collate data and process to produce information in useable form
3. Produce information in suitable format
   • 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
4. Distribute information
   • Distribute information to members within required timeframes and after verification
   • Design and implement systems to record distribution and responses

Performance Evidence

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.

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Knowledge Evidence

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.

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