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Evidence Guide: FNSSUP508 - Provide effective information to members

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

 

FNSSUP508 - Provide effective information to members

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

Clarify requirements for information

  1. Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation
  2. Determine trustee and relevant statutory requirements, and incorporate into documentation
Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine trustee and relevant statutory requirements, and incorporate into documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain relevant information

  1. Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements
  2. Collate data and process to produce information in useable form
Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collate data and process to produce information in useable form

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce information in suitable format

  1. Correctly assess significance and implications of relevant factors and incorporate into documentation
  2. Produce documentation in manner that allows useful deductions and inferences to be drawn
  3. Select media, language and form of presentation based on suitability for intended audience
  4. Present information comprehensively, accurately, concisely and in plain English using company format
  5. Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate
Correctly assess significance and implications of relevant factors and incorporate into documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce documentation in manner that allows useful deductions and inferences to be drawn

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select media, language and form of presentation based on suitability for intended audience

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present information comprehensively, accurately, concisely and in plain English using company format

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute information

  1. Distribute information to members within required timeframes and after verification
  2. Design and implement systems to record distribution and responses
Distribute information to members within required timeframes and after verification

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design and implement systems to record distribution and responses

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. Clarify requirements for information

1.1 Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

1.2 Determine trustee and relevant statutory requirements, and incorporate into documentation

2. Obtain relevant information

2.1 Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

2.2 Collate data and process to produce information in useable form

3. Produce information in suitable format

3.1 Correctly assess significance and implications of relevant factors and incorporate into documentation

3.2 Produce documentation in manner that allows useful deductions and inferences to be drawn

3.3 Select media, language and form of presentation based on suitability for intended audience

3.4 Present information comprehensively, accurately, concisely and in plain English using company format

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

4. Distribute information

4.1 Distribute information to members within required timeframes and after verification

4.2 Design and implement systems to record distribution and responses

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. Clarify requirements for information

1.1 Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

1.2 Determine trustee and relevant statutory requirements, and incorporate into documentation

2. Obtain relevant information

2.1 Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

2.2 Collate data and process to produce information in useable form

3. Produce information in suitable format

3.1 Correctly assess significance and implications of relevant factors and incorporate into documentation

3.2 Produce documentation in manner that allows useful deductions and inferences to be drawn

3.3 Select media, language and form of presentation based on suitability for intended audience

3.4 Present information comprehensively, accurately, concisely and in plain English using company format

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

4. Distribute information

4.1 Distribute information to members within required timeframes and after verification

4.2 Design and implement systems to record distribution and responses

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.

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.