Unit of competency Outline
Date retreived
22/07/2026 10:02 PM AWST
22/07/2026 10:02 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
FNSSUP515
FNSSUP515
State Code
OCI33
OCI33
TGA Status
Current
Current
DTWD Status
Approved
Approved
State Implementation and Classification
Approved Date
11/03/2021
Field of Education
081105 - Investment And Securities
Original Release Date
11/03/2021
Nominal Hours
80
Description
This unit describes the skills and knowledge required to analyse report requirements, design reports, research report content and produce logically structured and accurate reports that meet organisational quality and compliance requirements for administering superannuation services.The unit applies to those who use specialised industry knowledge and systematic approaches to thoroughly and accurately review and process and produce information and data in the superannuation industry.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements.
Notes
Elements and Performance Criteria
1. Analyse report requirements
- 1.1 Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering
- 1.2 Identify statutory and regulatory requirements relating to reporting
- 1.3 Identify and access relevant resources and research requirements
2. Design report
- 2.1 Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format
- 2.2 Use software for report design and to manipulate information and other material
- 2.3 Ensure software operations used in document development achieve required results
3. Gather and develop content and evidence
- 3.1 Gather general, financial and statistical content required for report
- 3.2 Develop report content according to organisational and compliance requirements
- 3.3 Gather evidence that supports report recommendations
- 3.4 Communicate and confirm evidence to required stakeholders and include conclusions in report
4. Prepare and produce report
- 4.1 Prepare draft report
- 4.2 Seek advice from relevant stakeholders on draft report
- 4.3 Make required changes to report based on advice and finalise
- 4.4 Produce report using required technologies according to organisational and task requirements
- 4.5 Name and store report and supporting documents according to organisational policies and procedures
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUT32 | FNSSUP505 | Produce reports for superannuation | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| BFX5 | FNS50720 | Diploma of Superannuation | Qualification |
| BHW8 | FNS50722 | Diploma of Superannuation | Qualification |