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Evidence Guide: FNSSUP505 - Produce reports for superannuation

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

FNSSUP505 - Produce reports for superannuation

What evidence can you provide to prove your understanding of each of the following citeria?

Analyse report requirements

  1. Identify organisation and task requirements prior to document design and research
  2. Identify key aspects of relevant statutory and regulatory requirements relating to reporting
  3. Identify and access relevant resources and research requirements
Identify organisation and task requirements prior to document design and research

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify key aspects of relevant statutory and regulatory requirements relating to reporting

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and access relevant resources and research requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design report

  1. Design report structure and layout to suit purpose, audience and information requirements of task
  2. Design report to enhance readability and appearance that meets organisational and task requirements for style and layout
  3. Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout
Design report structure and layout to suit purpose, audience and information requirements of task

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design report to enhance readability and appearance that meets organisational and task requirements for style and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research report content

  1. Conduct research to gain information for report content, including development of financial and statistical details as required
  2. Develop report content in accordance with organisational and compliance requirements
  3. Gather evidence to support recommendations, confirm with relevant personnel and include conclusions in report
Conduct research to gain information for report content, including development of financial and statistical details as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop report content in accordance with organisational and compliance requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gather evidence to support recommendations, confirm with relevant personnel and include conclusions in report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce report

  1. Write report using appropriate language and information to meet report objectives
  2. Ensure report is coherent and logical, and base any recommendations or suggestions on documented analysis or research undertaken
  3. Ensure software operations used in development of documents achieve required results
  4. Use production techniques that take ergonomic practices, environmental sustainability and energy efficiency into consideration
  5. Edit documents and print in accordance with organisational and task requirements
  6. Name and store documents in accordance with organisational requirements and exit application without information loss or damage
  7. Prepare documents within designated timelines and organisational requirements for speed and accuracy
Write report using appropriate language and information to meet report objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure report is coherent and logical, and base any recommendations or suggestions on documented analysis or research undertaken

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure software operations used in development of documents achieve required results

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use production techniques that take ergonomic practices, environmental sustainability and energy efficiency into consideration

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Edit documents and print in accordance with organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Name and store documents in accordance with organisational requirements and exit application without information loss or damage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare documents within designated timelines and organisational requirements for speed and accuracy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Analyse report requirements

1.1 Identify organisation and task requirements prior to document design and research

1.2 Identify key aspects of relevant statutory and regulatory requirements relating to reporting

1.3 Identify and access relevant resources and research requirements

2. Design report

2.1 Design report structure and layout to suit purpose, audience and information requirements of task

2.2 Design report to enhance readability and appearance that meets organisational and task requirements for style and layout

2.3 Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout

3. Research report content

3.1 Conduct research to gain information for report content, including development of financial and statistical details as required

3.2 Develop report content in accordance with organisational and compliance requirements

3.3 Gather evidence to support recommendations, confirm with relevant personnel and include conclusions in report

4. Produce report

4.1 Write report using appropriate language and information to meet report objectives

4.2 Ensure report is coherent and logical, and base any recommendations or suggestions on documented analysis or research undertaken

4.3 Ensure software operations used in development of documents achieve required results

4.4 Use production techniques that take ergonomic practices, environmental sustainability and energy efficiency into consideration

4.5 Edit documents and print in accordance with organisational and task requirements

4.6 Name and store documents in accordance with organisational requirements and exit application without information loss or damage

4.7 Prepare documents within designated timelines and organisational requirements for speed and accuracy

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Analyse report requirements

1.1 Identify organisation and task requirements prior to document design and research

1.2 Identify key aspects of relevant statutory and regulatory requirements relating to reporting

1.3 Identify and access relevant resources and research requirements

2. Design report

2.1 Design report structure and layout to suit purpose, audience and information requirements of task

2.2 Design report to enhance readability and appearance that meets organisational and task requirements for style and layout

2.3 Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout

3. Research report content

3.1 Conduct research to gain information for report content, including development of financial and statistical details as required

3.2 Develop report content in accordance with organisational and compliance requirements

3.3 Gather evidence to support recommendations, confirm with relevant personnel and include conclusions in report

4. Produce report

4.1 Write report using appropriate language and information to meet report objectives

4.2 Ensure report is coherent and logical, and base any recommendations or suggestions on documented analysis or research undertaken

4.3 Ensure software operations used in development of documents achieve required results

4.4 Use production techniques that take ergonomic practices, environmental sustainability and energy efficiency into consideration

4.5 Edit documents and print in accordance with organisational and task requirements

4.6 Name and store documents in accordance with organisational requirements and exit application without information loss or damage

4.7 Prepare documents within designated timelines and organisational requirements for speed and accuracy

Evidence of the ability to:

analyse report requirements and design a report

research report content requirements to produce a clear and accurate report

use advanced functions of word processing and/or desktop publishing software applicable to superannuation reports

apply ergonomic and sustainability principles in the workplace.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe the key aspects of legislation relevant to documentation within the superannuation industry

outline the impact of formatting and design on the presentation and readability of documents

describe the key features of organisational policy and procedures for written communications.