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Evidence Guide: FNSSUP518 - Provide information to superannuation fund members in writing

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

 

FNSSUP518 - Provide information to superannuation fund members in writing

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

Clarify requirements for information

  1. Identify and confirm sources of information, format requirements, preparation timelines, audience and budget
  2. Determine trustee and statutory requirements, and incorporate into documentation
Identify and confirm sources of information, format requirements, preparation timelines, audience and budget

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine trustee and statutory requirements, and incorporate into documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain required information

  1. Identify sources of current, comprehensive and detailed information relevant to requirements
  2. Collate and organise data required to produce information in usable form
  3. Assess significance and implications of relevant factors and incorporate into documentation
  4. Produce documentation that allows deductions and inferences to be drawn
  5. Select media, language and form of presentation based on audience
  6. Present information according to organisational policies and procedures
  7. Distribute draft information to required specialists and confirm legal, financial and other data is relevant
Identify sources of current, comprehensive and detailed information relevant to requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collate and organise data required to produce information in usable form

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess significance and implications of relevant factors and incorporate into documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce documentation that allows deductions and inferences to be drawn

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select media, language and form of presentation based on audience

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present information according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute draft information to required specialists and confirm legal, financial and other data is relevant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute information

  1. Distribute information to relevant members according to established timeframes and using required methods according to organisational policies and procedures
  2. Design and implement systems to record distribution and responses
Distribute information to relevant members according to established timeframes and using required methods according to organisational policies and procedures

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

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:

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.

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.