Resources for financial advisers
Access dedicated resources for financial advisers and information on our products and services. Together we can provide CBUS members with top-quality financial advice across metropolitan, regional and rural Australia.
Register for Adviser Online
Register for secure online access to authorised member details and adviser resources.
Investment options ratings
Access the Cbus investment option ratings and corresponding reports.
Information for advisers
Access Cbus Product Disclosure Statements (PDSs), guides, fact sheets and forms.
Adviser Online
Adviser Online provides digital access to:
- Lodge third party authorities. Once your client responds to our SMS or email, it will be processed instantly
- View superannuation details for your clients
- Submit documents and paperwork online
- Deduct an advice fee from your client's account.
Adviser Online video guides
Watch our videos guides to learn how to make the most of your Adviser Online access.
Adviser Online enables you to search and view member information.
Enable a new authority to view a member’s account. Please note, member details must be up to date before submitting the Third-Party Authority request.
With Adviser Online, you can view and download correspondence between CBUS and a member.
Use Adviser Online to search and generate a member account summary, including account balance, investment options and breakdown of concessional contributions.
Upload member documents such as a pension application to Adviser Online.
With Adviser Online, you can submit a one-off fee deduction request, directly through the portal.
Information for advisers
- Transition to Retirement Super Income Stream PDS (PDF)
- Fully Retired Super Income Stream PDS (PDF)
- Industry Super PDS (PDF)
- Sole Trader Super PDS (PDF)
- Personal Super PDS (PDF)
- Insurance guide for Sole Trader Super (PDF)
- Insurance guide for Personal Super (PDF)
- Death and disability insurance guide (PDF)
Advisers feedback form
This form is for providing feedback only. If you wish to lodge a complaint on behalf of a member, please submit on the Complaints support page.