You can choose to build an entire portfolio of investments, or invest just a portion of your savings in:
- the largest 300 Australian shares on the ASX
- 21 exchange traded funds (ETFs) covering Australian and international equities, (markets, regions and sectors), bonds and commodities
- term deposits from NAB and ME
- exclusive managed investments including property and infrastructure.
Note: Cbus Self Managed is not available for income stream accounts if you have selected the Transition to Retirement option.
With Cbus Self Managed you can view and manage all your Cbus investments in one place, with access to:
- investment and tax reporting to help manage your portfolio
- market news and information from Morningstar
- UBS broker research and video updates.
Register for Cbus Self Managed
If you’re eligible, you can register for this investment option through your online account. Once you log in, access Cbus Self Managed through the Investments tab at the top of the page.
For more information about eligibility, investments, fees and charges and how to get started read the Cbus Self Managed investment guide (PDF).
Read more about Cbus Self Managed performance.
About Cbus Self Managed investments
With the Cbus Self Managed online trading platform, you can buy shares directly in companies on the S&P/ASX 300 Index.
You can invest in shares with as little as $1,500 and up to 80% of your Cbus account, subject to trade limits and eligibility criteria.
To help you make investment decisions, the Cbus Self Managed platform provides you with access to market news and information including buy and sell recommendations from UBS Research.
Exchange traded funds
Exchange traded funds (ETFs) are professionally managed investment pools that are listed on the Australian Securities Exchange (ASX).
They are a collection of underlying securities that represent a particular market index and are traded similarly to shares.
The following ETFs are available:
|BetaShares Agriculture ETF^ – Currency Hedged (Synthetic)^||S&P/GSCI Agriculture Index||Commodity|
|BetaShares Commodities Basket ETF^ – Currency Hedged (Synthetic)^||S&P/GSCI Light Energy Index||Commodity|
|BetaShares Gold Bullion ETF^ – Currency Hedged^||Gold||Commodity|
|iShares Core S&P/ASX 200 ETF#||S&P/ASX 200||Australian Equities|
|iShares S&P/ASX 20 ETF#||S&P/ASX 20||Australian Equities|
|iShares S&P/ASX Small Ordinaries ETF*||S&P/ASX Small Ordinaries||Australian Equities|
|iShares Asia 50 ETF*||S&P Asia 50||Regional Equities|
|iShares Europe ETF#||S&P Europe 350 Index||Regional Equities|
|iShares Core S&P 500 ETF#||S&P 500||Regional Equities|
|iShares MSCI Emerging Markets ETF*||MSCI Emerging Markets||Regional Equities|
|iShares MSCI Japan ETF*||MSCI Japan||Regional Equities|
|SPDR S&P/ASX Australian Government Bond Fund#||S&P/ASX Government Bond||Fixed Interest|
|SPDR S&P/ASX Australian Bond Fund#||S&P/ASX Australian Fixed Interest||Fixed Interest|
|SPDR S&P World ex Australia Fund#||S&P Developed ex Australia LargeMidCap AUD||Global Equities|
|SPDR S&P World ex Australia (Hedged) Fund#||S&P Developed ex Australia LargeMidCap Hedged AUD||Global Equities|
|Vanguard Australian Shares Index ETF#||S&P/ASX 300||Australian Equities|
|Vanguard MSCI Australian Small Companies Index ETF*||MSCI Australian Shares Small Cap Index||Australian Equities|
|Vanguard Australian Fixed Interest Index ETF#||UBS Composite Bond||Fixed Interest|
|Vanguard Australian Government Bond Index ETF#||UBS Government Bond Index||Fixed Interest|
|Vanguard Australian Property Securities Index ETF#||S&P/ASX 300 A-REITs||Australian Equities - Property|
|Vanguard Australian Shares High Yield ETF#||FTSE ASFA Australian High Dividend Yield Index||Australian Equities|
^10% of total Cbus account balance may be held in this ETF
*25% of total Cbus account balance may be held in this ETF
#50% of total Cbus account balance may be held in this ETF
The information on this page is for information purposes and should not be relied upon to make investment decisions.
For more information on the above ETFs, you will need to access the individual ETF provider’s website for more information.
The term deposit rates currently available are listed below (current at 18 January 2019).
|Length of term||ME (%)||NAB (%)|
These interest rates are indicative only. The current term deposits available can be viewed by registered users of Cbus Self Managed via the online platform.
The current interest rate for the Cbus Self Managed transaction account is 2.40% pa (pre-tax) correct as at 9 November 2017. The rate of return will vary from time to time.
With managed investments your money is pooled with other members. Unlike investments in shares and exchange traded funds (ETFs), units are not bought and sold directly on the Australian Stock Exchange.
With Cbus, managed investments are offered for property and infrastructure.
1. Cbus Self Managed Property
A diversified, professionally managed portfolio of listed and unlisted commercial property such as office, retail and industrial.
Read more about Cbus Self Managed Property (PDF).
2. Cbus Self Managed Infrastructure
A portfolio of listed and unlisted infrastructure holdings managed by experienced infrastructure managers. Infrastructure assets include airports, roads and ports.
With these options, Cbus members will have the opportunity to invest in large-scale assets that they would not have access to as an individual investor.
Read more about Cbus Self Managed Infrastructure (PDF).
Trading windows for 2019
For a two-week period each quarter, you will be able to buy or sell units in managed investments.
The current scheduled dates as at 1 January 2019 are shown below. These dates are subject to change.
|December 2018||March 2019||June 2019||September 2019||December 2019|
|Trading window opens||8 January 2019||8 April||8 July
||7 October||6 January 2020
|Trading window closes
||23 January 2019||23 April
||22 July||21 October||20 January 2020
|Trade settlement date
||30 January 2019||29 April
||25 July||24 October
||23 January 2020
More about Cbus Self Managed
Useful fact sheets and guides to help with your Cbus Self Managed investment options.
- CSM Australian Shares fact sheet (PDF)
- CSM Exchange Traded Funds fact sheet (PDF)
- CSM Managed Investments fact sheet (PDF)
- CSM Managed Investments - Property fact sheet (PDF)
- CSM Managed Investments - Infrastructure fact sheet (PDF)
- CSM Term Deposits fact sheets (PDF)
- CSM Setting your investment strategy (PDF)
- CSM In Specie Transfer (PDF)