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Evidence Guide: FNSSUP515 - 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

 

FNSSUP515 - Produce reports for superannuation

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

Analyse report requirements

  1. Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering
  2. Identify statutory and regulatory requirements relating to reporting
  3. Identify and access relevant resources and research requirements
  4. Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format
  5. Use software for report design and to manipulate information and other material
  6. Ensure software operations used in document development achieve required results
Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify statutory and regulatory requirements relating to reporting

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and access relevant resources and research requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use software for report design and to manipulate information and other material

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure software operations used in document development achieve required results

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gather and develop content and evidence

  1. Gather general, financial and statistical content required for report
  2. Develop report content according to organisational and compliance requirements
  3. Gather evidence that supports report recommendations
  4. Communicate and confirm evidence to required stakeholders and include conclusions in report
Gather general, financial and statistical content required for report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop report content according to organisational and compliance requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gather evidence that supports report recommendations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate and confirm evidence to required stakeholders and include conclusions in report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and produce report

  1. Seek advice from relevant stakeholders on draft report
  2. Make required changes to report based on advice and finalise
  3. Produce report using required technologies according to organisational and task requirements
  4. Name and store report and supporting documents according to organisational policies and procedures
Seek advice from relevant stakeholders on draft report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make required changes to report based on advice and finalise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce report using required technologies according to organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Name and store report and supporting documents according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge

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.

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.