FNSSUP513 — Develop client relationships with employers and establish superannuation systems

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What an assessment for FNSSUP513 must cover

34 assessable components: 4 elements (16 performance criteria), 1 performance evidence and 7 knowledge evidence requirements, plus 10 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Establish client relationships and record client requirements

1.1Identify and engage prospective client
1.2Discuss system and service needs with client
1.3Record client details into organisational database
1.4Make arrangements for follow-up services according to organisational procedures

2 Review systems for compatibility

2.1Review client information technology systems and check for compatibility
2.2Review client human resource and superannuation payment systems and employee information needs and check for compatibility
2.3Review and note special requirements of client if relevant and discuss with relevant personnel

3 Propose superannuation fund and system for clients

3.1Examine superannuation fund and system options to identify best options for client
3.2Develop and present proposal to client, and negotiate and make required amendments according to organisational policies and procedures
3.3Prepare and implement proposals according to organisational policies and procedures

4 Manage client accounts

4.1Obtain required information from client to set up new accounts
4.2Set up client accounts
4.3Establish client communication channels
4.4Distribute confirmation of new accounts according to organisational policies and procedures
4.5Manage all transactions and documentation regarding client account and maintain according to organisational policies and procedures
4.6Establish systems to provide ongoing support and communication to client, according to organisational policies and procedures

Performance evidence

develop a client relationship and establish superannuation systems for at least one employer client. This must involve developing a proposal for a system that meets client needs, and establishing system accounts.

Knowledge evidence

superannuation and taxation legislative requirements relating to: compliance and reporting; privacy and data protection; improper inducements influencing employers
organisational policies and procedures relating to communication and documentation
compliance responsibilities for fund administrators
features and benefits of fund options and services suited to a range of clients
compatibility issues of information technology systems with superannuation software
procedures for processing superannuation contributions
information technology, human resource and management requirements for superannuation systems

Foundation skills

Learning: Implements formal approaches to maintain currency of professional knowledge and skills
Numeracy: Applies mathematical problem-solving techniques to calculate, analyse and manipulate numerical and financial data
Oral communication: Presents information and responds to queries using language, tone and pace appropriate to audience and environment Uses active listening and questioning techniques to negotiate outcomes and convey and clarify information in verbal exchanges
Reading: Sources and consolidates complex information and data from a range of sources Critically analyses information and data against defined criteria, conditions and requirements
Writing: Prepares documentation and correspondence using appropriate formats and structures to present information logically for different audiences, and revises documents as required
Initiative and enterprise: Makes critical decisions effectively in complex situations, taking into consideration a range of variables, including the outcomes of previous matters
Planning and organising: 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 them to meet new demands and priorities
Self-management: Takes responsibility for following organisational policies and procedures and legislative requirements, and identifies organisational implications of new legislation or regulations
Teamwork: Implements strategies to build rapport and foster strong relationships with a diverse range of colleagues and clients Elicits feedback and provides feedback to others to improve communication Manages conflict by identifying contributing factors and implementing resolution strategies
Technology: Uses and investigates new digital technologies and applications to manage and manipulate data effectively

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

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Questions about assessing FNSSUP513

What does an assessment tool for FNSSUP513 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for FNSSUP513 needs to address all 34 unit components: 4 elements with 16 performance criteria, 1 performance evidence requirements, 7 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for FNSSUP513?

Auditori pulls the current release of FNSSUP513 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for FNSSUP513 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing FNSSUP513 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of FNSSUP513, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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