This unit applies to job roles involving effective information provision to members and can be applied to all superannuation fund types.

ELEMENT

PERFORMANCE CRITERIA

1. Clarify requirements for information

1.1. All sources of information, format requirements, preparation timelines and budget are clarified and agreed within the organisation

1.2. Trustee and relevant statutory requirements are determined and incorporated into documentation

2. Obtain relevant information

2.1. Sources of current and sufficiently comprehensive and detailed information relevant to the requirements are identified

2.2. Data is collated and processed to produce information in a useable form

3. Produce information in suitable format

3.1. Significance and implications of relevant factors are correctly assessed and incorporated into documentation

3.2. Documentation is produced in a manner allowing for useful deductions and inferences to be drawn

3.3. Media, language and form of presentation is selected based on suitability to the intended audience

3.4. Information is presented comprehensively, accurately, concisely and in plain English in company format

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

4. Distribute information

4.1. Information is distributed to members within required timeframes and after verification

4.2. Systems to record distribution and responses are designed and implemented

Required skills

highly developed communication skills to:

liaise with others, share information, confirm work requirements, using questioning and active listening as required

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

perform calculations related to member funds

access and update account records electronically

use computers, telecommunication devices, client, member services databases and organisation accounting software systems

use internet information

well-developed literacy skills to:

read and interpret documentation from a variety of sources and record and consolidate related information

produce high level information

data analysis and interpretation skills

interpersonal skills to relate effectively within a team environment

organisation skills, including the ability to plan and sequence work

problem-solving skills to identify any issues that have the potential to impact on the information provision and reporting process or outcome and to develop options to resolve these issues when they arise

learning skills to maintain knowledge of changes to products and relevant legislation

judgement skills for forming recommendations in operational situations

management skills for working effectively in a constantly changing environment

Required knowledge

basic graphic design

planning and organising techniques and tools

sources of research information

structure and procedures of superannuation industry and funds

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

larger font for older people

translated into a range of community languages

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

clarify information format requirements, preparation timelines and budgets

obtain relevant information related to member accounts

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

distribute information using relevant methods.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to organisation financial records

access to organisation policies and procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace business simulations or scenarios.

Guidance information for assessment

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Information may include:

member booklets

structured presentations

multimedia

notices to members

annual reports

video or audio media

newsletters

member election documentation.

Specialists may include:

trustees

members

employers

statutory bodies (e.g. courts, taxation department).

Unit sector

Superannuation

This unit contains employability skills.