Unit of competency Outline
Date retreived
23/07/2026 1:27 PM AWST
23/07/2026 1:27 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.
Provide effective information to members
Provide effective information to members
Unit of competency
National Code
FNSSUP508A
FNSSUP508A
State Code
D4350
D4350
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
080501 - Sales
Original Release Date
29/07/2014
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to clarify requirements for information, obtain relevant information, produce information in a suitable format and distribute superannuation information to members.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
Notes
Elements and Performance Criteria
1. Clarify requirements for information
- 1.1. All sources of information, format requirements, preparation timelines and budget are clarified and agreed within the organisation
- 1.2. Trustee and relevant statutory requirements are determined and incorporated into documentation
2. Obtain relevant information
- 2.1. Sources of current and sufficiently comprehensive and detailed information relevant to the requirements are identified
- 2.2. Data is collated and processed to produce information in a useable form
3. Produce information in suitable format
- 3.1. Significance and implications of relevant factors are correctly assessed and incorporated into documentation
- 3.2. Documentation is produced in a manner allowing for useful deductions and inferences to be drawn
- 3.3. Media, language and form of presentation is selected based on suitability to the intended audience
- 3.4. Information is presented comprehensively, accurately, concisely and in plain English in company format
- 3.5. All draft information is distributed to relevant specialists to ensure all legal, financial and other data is pertinent and accurate
4. Distribute information
- 4.1. Information is distributed to members within required timeframes and after verification
- 4.2. Systems to record distribution and responses are designed and implemented
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Information may include:
member booklets
structured presentations
multimedia
notices to members
annual reports
video or audio media
newsletters
member election documentation.
Specialists may include:
trustees
members
employers
statutory bodies (e.g. courts, taxation department).
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Information may include:
member booklets
structured presentations
multimedia
notices to members
annual reports
video or audio media
newsletters
member election documentation.
Specialists may include:
trustees
members
employers
statutory bodies (e.g. courts, taxation department).
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
clarify information format requirements, preparation timelines and budgets
obtain relevant information related to member accounts
produce information in suitable format to clarify and present fund information in clear and concise manner
distribute information using relevant methods.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to organisation financial records
access to organisation policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports
setting and reviewing workplace business simulations or scenarios.
Guidance information for assessment
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
clarify information format requirements, preparation timelines and budgets
obtain relevant information related to member accounts
produce information in suitable format to clarify and present fund information in clear and concise manner
distribute information using relevant methods.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to organisation financial records
access to organisation policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports
setting and reviewing workplace business simulations or scenarios.
Guidance information for assessment
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUT41 | FNSSUP508 | Provide effective information to members | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D709 | FNS40911 | Certificate IV in Superannuation | Qualification |
| S708 | FNS40910 | Certificate IV in Superannuation | Qualification |
| D720 | FNS50711 | Diploma of Superannuation | Qualification |