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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
   • Identify and confirm sources of information, format requirements, preparation timelines, audience and budget
   • Determine trustee and statutory requirements, and incorporate into documentation
2. Obtain required information
   • 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
3. Distribute information
   • 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

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:

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.

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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 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.

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