Sole Trader
Join Cbus / PDS +/-
Title |
Description |
Download |
|---|---|---|
| Sole Trader PDS | This handbook is for sole traders who are making their own super contributions. It has information about the Cbus Super for Sole Traders product as well as an application form. | PDF 757.2 KB |
| Financial Services Guide | The Cbus Financial Services Guide (FSG) provides information about the financial products and services that are provided to members. | PDF 177.5 KB |
Making extra contributions +/-
Title |
Description |
Download |
|---|---|---|
| Member Direct Debit Form | Use this form to make direct debit payments to your Cbus account. | PDF 362.7 KB |
| 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 |
Consolidate your super +/-
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 |
| Switching to Cbus Super for Sole Traders | If you've recently become a Sole Trader, or you work in an unincorporated partnership, you can use this form to switch into Cbus Super for Sole Traders. | PDF 264.3 KB |
| Rollover Form | You can use this form to rollover your other super accounts into your Cbus account. | PDF 336.5 KB |
| Lost Super | This fact sheet explains how to find your lost or unclaimed super | PDF 208.9 KB |
Investments +/-
Title |
Description |
Download |
|---|---|---|
| Investment Choice Handbook | This handbook details the investment options available to Cbus members. You can use the forms at the back of this handbook to change the investment option/s your super is invested in. | PDF 1.6 MB |
| Choosing the right investment option for you | Information on why you should consider making an investment choice. Find out what is meant by risk and return and how you can make an investment choice with Cbus. | PDF 712.8 KB |
| Investment Choice Form | This form is used to choose your investment option. | PDF 111.6 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 Details | Use this form to notify us of any changes to your personal details, such as a change of name, address or nominated beneficiary. | PDF 269.5 KB |
| Binding Death Benefit Nomination | When nominating your beneficiaries, use this form to make a binding nominaton. | PDF 66.7 KB |
Insurance +/-
Title |
Description |
Download |
|---|---|---|
| Sole Trader Insurance Handbook | The Insurance Handbook for Sole Trader Superannuation contains details about the insurance available to members who are making their own super payments. | PDF 1.5 MB |
| Application to vary income protection cover | This form is used by Sole Traders to apply to vary income protection cover | PDF 154.3 KB |
| Total and Permanent Disability - How to Make a Claim | This brochure outlines how to make a claim for a Total and Permanent Disability benefit. | PDF 305.9 KB |
| Binding Death Benefit Nomination | When nominating your beneficiaries, use this form to make a binding nominaton. | PDF 66.7 KB |
| Death Benefits - Making a Claim | Use this form to find out who can make a claim and how to make a claim for a death benefit. | PDF 1.1 MB |
Tax +/-
Title |
Description |
Download |
|---|---|---|
| TFN update | PDF 2.8 MB |
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 |
| Member SuperSite | This brochure contains information about Supersite- Cbus' online facility for members. | PDF 118.1 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 |
| Apprentices | Superannuation for apprentices in construction and building. | PDF 262.3 KB |
| Lost Super | This fact sheet explains how to find your lost or unclaimed super | PDF 208.9 KB |
| Temporary Residents | This fact sheet explains how temporary residents who have left Australia can claim their super | PDF 154.3 KB |
About Cbus +/-
Title |
Description |
Download |
|---|---|---|
| Annual Report | Cbus Annual Report 2010 | PDF 1.1 MB |
| Annual Report 2011 | Cbus Annual Report 2011 | PDF 2.4 MB |
| Cbus Annual Financial Report | Cbus Annual Financial Report 2011 | PDF 2.5 MB |
