Unit of competency Outline
Date retreived
23/07/2026 7:36 PM AWST
23/07/2026 7:36 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.
Produce reports for superannuation
Produce reports for superannuation
Unit of competency
National Code
FNSSUP505A
FNSSUP505A
State Code
D4347
D4347
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
081105 - Investment And Securities
Original Release Date
29/07/2014
Nominal Hours
80
Description
This unit describes the performance outcomes, skills and knowledge required to analyse report requirements, design reports, research report content and produce reports for the purpose of administering superannuation services.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 Investment Commission (ASIC).
Notes
Elements and Performance Criteria
1. Analyse report requirements
- 1.1. Organisation and task requirements are identified prior to document design and research
- 1.2. Scope of report and relevant audience is confirmed
- 1.3. Resources, software, ergonomic and research requirements are identified and accessed
2. Design report
- 2.1. Report structure and layout are designed to suit the purpose, audience and information requirements of the task
- 2.2. Report is designed to enhance readability and appearance and meet organisation and task requirements for style and layout
- 2.3. Complex software functions are used to enable efficient manipulation of information and other material and ensure consistency of design and layout
3. Research report content
- 3.1. Research is conducted to gain information for report content including development of financial and statistical details as required
- 3.2. Report content is developed in accordance with organisation and compliance requirements
- 3.3. Evidence is gathered to support recommendations and conclusions to be included in the report
4. Produce report
- 4.1. Report is written using appropriate language and contains information required to meet report objectives
- 4.2. The report is coherent and logical and any recommendations/suggestions made are based on documented analysis or research undertaken
- 4.3. Software operations used in development of documents achieve required results
- 4.4. Conservation techniques are engaged
- 4.5. Documents are edited and printed in accordance with organisation and task requirements
- 4.6. Documents are named and stored in accordance with organisation requirements and the application exited without information loss/damage
- 4.7. Documents are prepared within designated timelines and organisation requirements for speed and accuracy
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.
Software may include:
desktop publishing
word processing.
Ergonomic requirements may include:
avoiding radiation from computer screens
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
screen position
work station height and layout.
Report structure and layout may include:
captions
concordance files
different odd and even pages
document protection
drawing
forms with fields
hyperlinks
linked and/or embedded objects
long documents
mail merge data documents
master documents
multiple headers and footers
multiple sections
multiple users
primary mail merge documents
sub-documents
templates
WordArt.
Organisation and task requirements may include:
author's instructions
company colour scheme
company logo
consistent corporate image
content restrictions
established guidelines and procedures for document production
house styles
log-on procedures
observing copyright legislation
organisation name, time, date, document title, filename, etc. in header/footer
password protection
standard formats
storage/location of data
templates
use of templates.
Style and layout may include:
boxes
colour
columns
drawing
graphics
headings
letter and memo conventions
page layout
photographs
typeface
white space.
Consistency of design and layout may include:
annotated references
borders
bullet/number lists
captions
consistency with other business documents
footnotes/endnotes
indentations
page numbers
spacings
typeface styles and point size.
Conservation techniques may include:
double-sided paper use
recycling used and shredded paper
reused paper for rough drafts (observing confidentiality requirements)
utilising power-save options for equipment.
Naming and storage of documents may include:
authorised access
file names according to organisation procedure (e.g. numbers rather than names)
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date, etc.
filing locations
organisation policy for backing up files
organisation policy for filing hard copies of documents
security
storage in folders/sub-folders
storage on various types of digital media.
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.
Software may include:
desktop publishing
word processing.
Ergonomic requirements may include:
avoiding radiation from computer screens
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
screen position
work station height and layout.
Report structure and layout may include:
captions
concordance files
different odd and even pages
document protection
drawing
forms with fields
hyperlinks
linked and/or embedded objects
long documents
mail merge data documents
master documents
multiple headers and footers
multiple sections
multiple users
primary mail merge documents
sub-documents
templates
WordArt.
Organisation and task requirements may include:
author's instructions
company colour scheme
company logo
consistent corporate image
content restrictions
established guidelines and procedures for document production
house styles
log-on procedures
observing copyright legislation
organisation name, time, date, document title, filename, etc. in header/footer
password protection
standard formats
storage/location of data
templates
use of templates.
Style and layout may include:
boxes
colour
columns
drawing
graphics
headings
letter and memo conventions
page layout
photographs
typeface
white space.
Consistency of design and layout may include:
annotated references
borders
bullet/number lists
captions
consistency with other business documents
footnotes/endnotes
indentations
page numbers
spacings
typeface styles and point size.
Conservation techniques may include:
double-sided paper use
recycling used and shredded paper
reused paper for rough drafts (observing confidentiality requirements)
utilising power-save options for equipment.
Naming and storage of documents may include:
authorised access
file names according to organisation procedure (e.g. numbers rather than names)
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date, etc.
filing locations
organisation policy for backing up files
organisation policy for filing hard copies of documents
security
storage in folders/sub-folders
storage on various types of digital media.
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:
analyse report requirements and design a report
research report content requirements to produce a clear and accurate report
apply ergonomic and conservation principles in the workplace.
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:
analyse report requirements and design a report
research report content requirements to produce a clear and accurate report
apply ergonomic and conservation principles in the workplace.
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 |
|---|---|---|---|
| AUT32 | FNSSUP505 | Produce reports for superannuation | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D720 | FNS50711 | Diploma of Superannuation | Qualification |