For 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. 
login

Register for Adviser Online

Register for secure online access to authorised member details and adviser resources.

Register now

dataset

Investment options ratings

Access the Cbus investment option ratings and corresponding reports.

View ratings and reports

info

Information for advisers

Access Cbus Product Disclosure Statements (PDSs), guides, fact sheets and forms.

Go to information for advisers

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 adviser online videos guides and learn how to make the most of your adviser online access.

Search for client details

Adviser Online enables you to search and view member information.

Add a new account authority

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.

View & download correspondence

With Adviser Online, you can view and download correspondence between Cbus and a member.

Generate an account summary

Use Adviser Online to search and generate a member account summary, including account balance, investment options and breakdown of concessional contributions.

Upload client documents

Upload member documents such as a pension application to Adviser Online. 

Online one-off fee deduction

With Adviser Online, you can submit a one-off fee deduction request, directly through the portal.

Investment option ratings, reports and updates

This detailed information about Cbus investment options is for financial adviser use only and not for wider distribution.

Click the button to agree you are an accredited financial adviser and will not distribute this information.

I agree

Insurance Loyalty Rebate:
Recognising long-term members

Cbus Super recognises eligible members who first took out insurance 10+ years ago, even if it wasn’t held continuously. As long as they currently have insurance with Cbus, they are eligible for the rebate. 

Members receive a rebate on future premiums at 2% after 10 years and 4% after 20 years, applied to Death, TPD and Income Protection cover. 

 

Learn more about eligibility

We're here to help

call

Contact us

8.30am to 6pm (AEST/AEDT) Monday to Friday. Closed national public holidays.

login

Login to Adviser Online

Secure access to authorised member details, adviser details, and other Cbus resources.

article
Making a complaint

If you're unhappy with our services or products it's important we hear from you.