Qualification Outline

Date retreived
22/07/2026 9:47 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Certificate IV in Superannuation

Certificate IV in Superannuation

Qualification
National Code:
FNS40915
State Code:
AVZ0
TGA Status:
Replaced
DTWD Status:
Transition (Replaced)
National Endorsed, State Implementation and Classification
Field of Education
0811 - Banking, Finance And Related Fields
Original TGA Release Date
25/03/2015
Approved Date
16/09/2015
Stream of Study
Initial Vocational (3100 - 3600)
VET Act Classifier
B
Nominal Hours
500
Duration
2 Semesters
Current Release Number
3.00
Current Release Date
14/01/2016
VET Act Conditions
No new training contracts from date published in Government Gazette. Transition provisions apply for existing training contracts.
Releases
Release Version Release Date TGA Status DTWD Status
3.00 14/01/2016 Current Approved
2.00 22/04/2015 Replaced Approved
1.00 25/03/2015 Replaced Approved
Description

This qualification is designed to reflect job roles requiring specialist understanding of financial products and services in superannuation environments. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities relating to administering income streams, assisting with meeting industry compliance requirements, establishing and maintaining employer accounts and processing benefits, claims and payments. They apply solutions to a defined range of superannuation problems and analyse and evaluate information from a variety of relevant sources

Licensing/Regulatory Information
No licensing or certification requirements apply to this qualification at the time of publication. However, some units will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit. Refer to the FNS Implementation Guide Companion Volume for guidance on requirements.

Schedule
Packaging Rules
Total number of units = thirteen (13)
- three (3) core units plus
- ten (10) elective units

The elective units consist of:
- five (5) from Group A
- three (3) from Group A or Group B.

Of the remaining two (2) units:
- two (2) may be from Group A or Group B
- two (2) may be from a Certificate IV in any endorsed training package or accredited course
- one (1) may be from a Certificate III in any endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.
1. Core Units

All three (3) units must be completed.

State Code National Code Title Hours Type
AUR82 FNSINC401 Apply principles of professional practice to work in the financial services industry 20 Unit of competency
AUL95 BSBWHS201 Contribute to health and safety of self and others 15 Unit of competency
AUQ80 FNSCUS402 Resolve disputes 30 Unit of competency
2. Group A Superannuation Elective Units

At least five (5) units must be chosen from Group A.
Please refer to the packaging rules for the full details of available options.

State Code National Code Title Hours Type
AWF04 FNSSUP413 Apply knowledge of retirement planning issues when dealing with clients 45 Unit of competency
AUT31 FNSSUP407 Assess complex superannuation benefit or insurance claims 50 Unit of competency
AUT21 FNSSUP402 Assist in meeting superannuation compliance requirements 50 Unit of competency
AWF06 FNSSUP412 Determine impact of social security entitlements on retirement income 65 Unit of competency
AWF05 FNSSUP414 Develop and apply knowledge of aged care 45 Unit of competency
AWF08 FNSSUP410 Establish and administer retirement income streams 65 Unit of competency
AUP43 FNSSUP404 Establish and customise employer accounts 30 Unit of competency
AUT24 FNSSUP406 Establish and maintain fund or plan 65 Unit of competency
AUT34 FNSSUP408 Participate in fund review practices 45 Unit of competency
AUT27 FNSSUP401 Process complex superannuation benefit or insurance claim 40 Unit of competency
AUT19 FNSSUP303 Process superannuation contributions 20 Unit of competency
AUT16 FNSSUP301 Process superannuation fund payments 30 Unit of competency
AUT41 FNSSUP508 Provide effective information to members 60 Unit of competency
AWF09 FNSSUP409 Provide specialist retirement income stream information to clients 45 Unit of competency
AWF07 FNSSUP411 Terminate retirement income streams 65 Unit of competency
3. Group B General Elective Units

Up to five (5) units may be chosen from Group B.
Please refer to the packaging rules for the full details of available options.

State Code National Code Title Hours Type
AUM29 BSBCUS301 Deliver and monitor a service to customers 40 Unit of competency
AUR86 FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector 40 Unit of competency
AWF71 BSBSUS401 Implement and monitor environmentally sustainable work practices 40 Unit of competency
AUL59 BSBCUS403 Implement customer service standards 30 Unit of competency
AUM04 BSBITS401 Maintain business technology 30 Unit of competency
AUH70 BSBSMB411 Manage specialist external advisory services 55 Unit of competency
AUT23 FNSSMS401 Process self-managed superannuation contribution 40 Unit of competency
AUH26 BSBCUE405 Survey stakeholders to gather and record information 40 Unit of competency
Replaces
State Code National Code Title Type
D709 FNS40911 Certificate IV in Superannuation Qualification
Replaced By
State Code National Code Title Type
BFX1 FNS40920 Certificate IV in Superannuation Qualification
No information
Entry Requirements

Nil.

Traineeships and Apprenticeships
No information