Retired
Join Cbus / PDSs +/-
Title |
Description |
Download |
|---|---|---|
| Income Stream Product Disclosure Statement | This handbook is for those looking to receive their superannuation as regular income payments. It also contains an application form to join. | PDF 2.3 MB |
Making extra contributions +/-
Title |
Description |
Download |
|---|---|---|
| Making extra contributions | This fact sheet explains the difference between voluntary contributions, salary sacrifice, the Government Co-contribution and spouse contributions. | PDF 224.4 KB |
Investments +/-
Title |
Description |
Download |
|---|---|---|
| Investment Choice - Income Stream | Information on why you should consider making an investment choice for your income stream. Find out what is meant by risk and return and how you can make an investment choice with Cbus. | PDF 249.7 KB |
| Income Stream Switching Form | Use this form to switch your current investment options. | PDF 108.3 KB |
Update your details +/-
Title |
Description |
Download |
|---|---|---|
| Tax File Number Declaration | This form must be completed for income stream members who wish to claim the tax-free threshold. | PDF 160.0 KB |
| Change your Payment Details | Use this form to change the amount or frequency of your income stream payments. | PDF 133.2 KB |
| Transfer Authority Form | Use this form to transfer other super accounts to Cbus - in order to get your income stream started. | PDF 103.2 KB |
Insurance +/-
Title |
Description |
Download |
|---|---|---|
| Binding Death Benefit Nomination | When nominating your beneficiaries, use this form to make a binding nominaton. | PDF 66.7 KB |
| Making a binding death nomination | This fact sheet explains why a member would consider making a binding death nomination with Cbus. | PDF 154.8 KB |
Advice +/-
Title |
Description |
Download |
|---|---|---|
| Third Party Authority | This form can be used for personal, business or financial adviser authorisations, to obtain information about your Cbus account. | PDF 197.7 KB |
| Power of Attorney | This form is used to provide details of your Power of Attorney. | PDF 165.8 KB |
| Cbus Super Income Stream | Find out about Income Streams and Transition to Retirement (TTR). Why might someone consider setting up at TTR pension? | PDF 1.2 MB |
| Transition to Retirement | The fact sheet explains the Transition to retirement facility and outlines why someone may consider setting up at TTR pension and explains the the importance of seeking financial planning advice | PDF 194.7 KB |
| Financial planning fact sheet | This fact sheet explains Cbus' financial planning service. | PDF 756.3 KB |
| Cbus makes getting advice easy | If you have a question about your super or would like detailed advice about your own financial situation, Cbus can help. We offer a broad range of financial advice services to members of all ages. | PDF 323.1 KB |
Withdrawal +/-
Title |
Description |
Download |
|---|---|---|
| Identification Requirements | This form lists the ID requirements you need to meet in order to withdraw, transfer or rollover your super. | PDF 157.9 KB |
| SIS Withdrawal Form | Use this application form to withdraw money from your Cbus Super Income Stream. | PDF 201.5 KB |
About Cbus +/-
Title |
Description |
Download |
|---|---|---|
| Annual Report | Cbus Annual Report 2011 | PDF 2.4 MB |
| Cbus News - Income Stream | Cbus' Annual Report for the most recent financial year. | PDF 3.1 MB |
| Income Stream Newsletter | Income Stream newsletter dedicated to Transition to Retirement and Retiree members. Latest edition December 2010. | PDF 1.2 MB |
