Qualification Outline
22/07/2026 5:35 AM 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
FNS40920
BFX1
Current
Approved
National Endorsed, State Implementation and Classification
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 2.00 | 15/06/2022 | Current | Approved |
| 1.00 | 04/11/2020 | Replaced | Approved |
Description
This qualification reflects administration and customer service job roles in the superannuation industry. Individuals in these roles apply specialist skills and knowledge to work autonomously and exercise judgement in completing routine and non-routine activities, including 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, legislative, regulatory or certification considerations
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Relevant regulatory authorities should be consulted to confirm those requirements before applying the qualification.
Schedule
Packaging Rules
Total number of units = ten (10)- one (1) core unit plus
- nine (9) elective units, of which:
- at least three (3) must be from one or more of the following elective groups:
- Group A General superannuation
- Group B Superannuation contributions
- Group C Superannuation benefits
- Group D Superannuation customer service
- at least four (4) must be from any elective group below
- up to two (2) may be from this qualification or any currently endorsed Certificate III or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
1. Core Unit
One (1) unit must be completed.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OBR53 | FNSINC411 | Conduct work according to professional practices in the financial services industry | 25 | Unit of competency |
2. Group A General Superannuation
At least three (3) units must be chosen from one or more Groups A, B, C and/or D. Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OCI29 | FNSSUP422 | Assist organisation to meet regulatory superannuation compliance requirements | 50 | Unit of competency |
| OCI34 | FNSSUP418 | Participate in superannuation fund reviews | 45 | Unit of competency |
3. Group B Superannuation Contributions
At least three (3) units must be chosen from one or more Groups A, B, C and/or D. Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OCI27 | FNSSUP424 | Establish and customise employer accounts in superannuation | 30 | Unit of competency |
| OCI37 | FNSSUP416 | Establish and maintain superannuation accumulation funds | 65 | Unit of competency |
| OCI41 | FNSSUP313 | Process superannuation fund contributions | 20 | Unit of competency |
4. Group C Superannuation Benefits
At least three (3) units must be chosen from one or more Groups A, B, C and/or D. Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OCI35 | FNSSUP417 | Assess superannuation benefits and insurance claims under special conditions of release | 50 | Unit of competency |
| OCI25 | FNSSUP432 | Determine impact of social security entitlements on retirement income | 65 | Unit of competency |
| OCI31 | FNSSUP420 | Establish and administer retirement income streams | 65 | Unit of competency |
| OCI30 | FNSSUP421 | Process superannuation benefits and insurance claims under special conditions of release | 40 | Unit of competency |
| OCI43 | FNSSUP311 | Process superannuation fund payments | 30 | Unit of competency |
| OCI26 | FNSSUP431 | Terminate retirement income streams | 65 | Unit of competency |
5. Group D Superannuation Customer Service
At least three (3) units must be chosen from one or more Groups A, B, C and/or D. Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OCI24 | FNSSUP434 | Develop and provide knowledge of aged care to superannuation clients | 45 | Unit of competency |
| OCI15 | FNSSUP514 | Provide information or general advice to superannuation clients | 25 | Unit of competency |
| OCI11 | FNSSUP518 | Provide information to superannuation fund members in writing | 60 | Unit of competency |
| OCI28 | FNSSUP423 | Provide knowledge of retirement planning issues when dealing with superannuation clients | 45 | Unit of competency |
| OCI32 | FNSSUP419 | Provide retirement income stream information to superannuation clients | 45 | Unit of competency |
6. Group E General Business
The remainder of units may be chosen from Group E. Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OCZ44 | FNSINC412 | Apply and maintain knowledge of financial products and services | 40 | Unit of competency |
| OCD97 | BSBTEC403 | Apply digital solutions to work processes | 45 | Unit of competency |
| OCD91 | BSBTWK401 | Build and maintain business relationships | 45 | Unit of competency |
| OCF16 | BSBOPS304 | Deliver and monitor a service to customers | 50 | Unit of competency |
| OCE13 | BSBSUS411 | Implement and monitor environmentally sustainable work practices | 35 | Unit of competency |
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVZ0 | FNS40915 | Certificate IV in Superannuation | Qualification |
No information
Entry Requirements
Nil
Traineeships and Apprenticeships