Google Links

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

Elements and Performance Criteria

1. Analyse report requirements
   • Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering
   • Identify statutory and regulatory requirements relating to reporting
   • Identify and access relevant resources and research requirements
   • Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format
   • Use software for report design and to manipulate information and other material
   • Ensure software operations used in document development achieve required results
2. Gather and develop content and evidence
   • Gather general, financial and statistical content required for report
   • Develop report content according to organisational and compliance requirements
   • Gather evidence that supports report recommendations
   • Communicate and confirm evidence to required stakeholders and include conclusions in report
3. Prepare and produce report
   • Seek advice from relevant stakeholders on draft report
   • Make required changes to report based on advice and finalise
   • Produce report using required technologies according to organisational and task requirements
   • Name and store report and supporting documents according to organisational policies and procedures

Performance Evidence

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:

produce at least three different superannuation reports based on clear and accurate research findings according to organisational requirements.

In the course of the above, the candidate must:

prepare documents within designated timeframe and organisational requirements.

---

Knowledge Evidence

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 requirements relating to documentation in the superannuation industry

organisational policies and procedures relating to superannuation, including for:

formatting and designing reports

written communications

research methods to obtain information on development of financial and statistical details as required

advanced functions of word processing and desktop publishing software applicable to superannuation reports.

---