Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Clarify requirements for information

1.1 Clarify and confirm all sources of information, format requirements, preparation timelines and budget within organisation

1.2 Determine trustee and relevant statutory requirements, and incorporate into documentation

2. Obtain relevant information

2.1 Identify sources of current, sufficiently comprehensive and detailed information relevant to requirements

2.2 Collate data and process to produce information in useable form

3. Produce information in suitable format

3.1 Correctly assess significance and implications of relevant factors and incorporate into documentation

3.2 Produce documentation in manner that allows useful deductions and inferences to be drawn

3.3 Select media, language and form of presentation based on suitability for intended audience

3.4 Present information comprehensively, accurately, concisely and in plain English using company format

3.5 Distribute all draft information to relevant specialists to ensure all legal, financial and other data is pertinent and accurate

4. Distribute information

4.1 Distribute information to members within required timeframes and after verification

4.2 Design and implement systems to record distribution and responses

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.2, 2.1, 2.2, 3.1

• Researches, analyses and consolidates information and data from a range of sources to determine content requirements

Writing

1.1, 2.2, 3.1-3.5

• Produces high level, accurate information in logically structured documents using organisational formats
• Uses clear language, and terminology and concepts appropriate for the audience to ensure clarity of meaning

Oral Communication

1.1, 3.4, 3.5

• Uses active listening and questioning to confirm and clarify requirements

Numeracy

1.1, 3.2, 3.4

• Uses mathematical problem-solving techniques to check data and financial information, and to plan timelines and sequence work

Navigate the world of work

3.5, 4.2

• Takes full responsibility for following policies, procedures and legislative requirements, and identifies organisational implications of new legislation or regulation
• Modifies or develops organisational policy and procedures to comply with legislative requirements and organisational goals

Interact with others

3.5, 4.1

• Selects and uses appropriate conventions and protocols when communicating with stakeholders in a range of work contexts
• Implements strategies to build rapport and foster strong relationships with a diverse range of colleagues and clients

Get the work done

1.1, 1.2, 2.1, 2.2, 3.1-3.3, 4.2

• Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others and taking into account capabilities, efficiencies and effectiveness
• Monitors progress of plans and schedules, and reviews and changes as required
• Makes critical decisions quickly and intuitively in complex situations, taking into consideration a range of variables
• Uses a range of digitally based technologies to enter, access or update information to achieve required outcomes

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

FNSSUP508 Provide effective information to members

FNSSUP508A Provide effective information to members

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.