Cbus Self Managed User Guide
Contents
1. Manage your portioho with Ine latest research market data and inmight from UES inerent Bani in Aug Od Dec Feb Ap n Aug Od Dec Feb Am An Aug Oct Dec Feb 2012 2013 Em 208s HUBS Ne O Australia indices dix Cry Umi Cm T Domestic news Reulers insider Tredeng fe meda 1420 Australian Dollar foreign exchange rates manger You can choose from a range of time periods daily weekly monthly or over one three and five years You can also view the top 20 stocks by three different views Top 20 gainers amp losers Top 20 by turnover Top 20 by volume Stocks 3 i PHE AX 3 00 PVANAX 2 04 BLZ AX O00 DAG Ax 006 TSV AX 2 00 HL Ax 0 05 Cbus Self Managed User Guide 19 05 News amp research _ E EE UBS Neo UBS Neo provides you with easier access to UBS Research tools and features such as video updates and charting UBS Neo has the following features Markets contains comprehensive coverage of markets UBS Neo provides you with rich content including video updates and the ability to drill down on information My portfolio tailors UBS Neo content to your investments holdings or watchlists including research news and value If you have an active Cbus Self Managed session you can flick back to place trades on investments you are monitoring Stock coverage lists all ASX 300 shares that UBS provides research recommendations and research for You are able to search2. Cbus Self Managed User Guide 17 05 News amp research ET Upgrade to premium Thomson Reuters news subscription You can upgrade to the premium Thomson Reuters news subscription at any time at no additional cost To upgrade to premium access gt From the main navigation select My account gt News subscription gt Click UPGRADE NOW button My subscriptions Standard subscription Premium subscription URORACE NOW r 1 iua Lb See heed Sees nice acea scm iud ef ee Aj Brno adio cy cad up cw ae pete een ee news mara umman mamek bom Tham ann Egi ee DXTAgeIE Features inciude Additional features inckude T iI dc amp anm mee Branco mara auzpmma eg a P J ir ree E er uie um Eng pec b LOC AD oe CDITIDAIITG TAURI Lrenpaeg mus Bre pos ssa eae Loca and poca Pee canem retrhe wma Apter Ew FE tuu eet ee beet rana e Lsrnmsrdus eatin Loe me puru ppempam rere miang a bas ear lainey b LE au parcet remp ngos gt Click OK button to confirm 18 Cbus Self M E Research Australian markets gt From the main navigation select Markets amp research gt Australia This screen displays the performance of the All Ordinaries over a selected time period ASX All Ordinaries Australian indices and indexes E AUD foreign exchange rates Australia UBS Incepeedemt market research Access company une martial commeniary hom URS imma rani analya ta UBS Neo
3. SPINS BSN pobeuey Jas snq 5 An Industry SuperFund Contents 01 Getting started 3 02 Manage your Cbus account 8 03 Watchlists 15 O4 Stock quotes 16 05 News amp research 17 O6 Australian shares amp ETFs 23 07 Managed Investments 28 08 Term deposits 31 09 Reporting 34 General advice warning This information is about Cbus It doesn t take into account your specific needs so you should look at your own financial position objectives and requirements before making any financial decisions Read the relevant Cbus Product Disclosure Statement to decide whether Cbus is right for you For details about how Cbus collects manages and discloses personal information please refer to the Cbus Privacy Policy and Personal Information Collection Statement For copies of these documents call Cbus on 1300 361 784 or visit www cbussuper com au Cbus Trustee United Super Pty Ltd ABN 46 006 261 623 AFSL 233792 Cbus ABN 75 493 363 262 Introducing Cbus Self Managed Cbus Self Managed provides you with greater choice and more control over how your retirement savings are invested The Cbus Self Managed online platform allows eligible Cbus members to invest directly in E shares in companies in the S amp P ASX 300 Index m Exchange Traded Funds ETFs covering a diverse range of asset classes Managed Investments including assets such as property and infrastructure and E term deposits Terms conditi
4. you will need to enter the Value Number of shares you would like amount of money you would like to invest Trade type Quantty C Value Trade typa Quant 9 Value VWalua Number of shares gt Select your Order type If you select Market you don t need to complete any If you select Limit you will need to enter your Limit price other fields and can skip to the bottom of the page and then select the Expiration either Good for day or Good for 30 days Order type Limit Limit price 0 59 Expiration amp Good for day Good for day Good for 30 days gt Click Continue button to review your order Tip The Totals box displays estimates of your share purchase cost and the number of shares you can purchase based on your entries above As you alter any of the fields this information automatically recalculates Please note Brokerage fees apply each day you purchase a parcel of securities Read the Cbus Self Managed Investment Guide for more information 24 Cbus Self Managed User Guide 2 Review Onthis screen you can review the details of the share purchase you are requesting You can choose to Cancel the order you ve entered Amend the order you ve entered This will return you to the previous screen and you can amend the amount of shares the company etc Confirm your order and submit for processing Q Erer order gt review gt e contin You are about tio piace im order t
5. be made from gt Inthe Change your drawdown strategy to drop down menu you can choose one of the following options for how you would like you income stream payments withdrawn tegy is ltegy to Percentage Income will be drawn proportionately from your investment options according to the percentage you nominate for each option In the Drawdown strategy gt New strategy section you will then need to enter a percentage figure next to each investment option ensuring the total adds up to 100 Highest balance Take payments from the investment option with the highest balance first There is no need to complete any other fields if you choose this option Pro rata Take payments from each investment option in proportion to the balance in each option There is no need to complete any other fields if you choose this option Payment order Take payments in the order you choose In the Drawdown strategy gt New strategy section you need to enter numbers starting with 1 in the order you would like your payments withdrawn Payment order 9 Please select e Please select Percentage Highest balance Pro rata Payment order gt Click Continue button Cbus Self Managed User Guide 13 02 Manage your Cbus account ay 2 Review Onthis screen you can review the details of your investment option change request You can choose to Amend the investment option change you ve requested This will retu
6. for the latest research by sorting through UBS research does not cover ETFs Charting a key new feature charting allows you to chart any ASX listed security against various markets indexes and listed equities You are able to tailor your timeframe for charting and select from a range of chart types dgsirglio fetu ama UBS FinalBell Wed 6th Eg Market Corretion justas mmm T P Looking Relative Oped Wan 5 068 40 Ek AIF P 2 088 00 ET COREGC NR GLGRADUEZG m art I3 6 626 95 z mua jii MET em a be a et FT Lier ie ure S Lime i B UBS Neo is only available when you access the Cbus Self Managed via your desktop computer or laptop and you will need to have Adobe Flash Player installed You can access UBS Neo via the new menu item in the top navigation bar on the Cbus Self Managed platform or throughout the platform where you see the UBS Neo panel in the right hand column gt UBS Neo launches in a new window so you will need to enable pop ups Once launched the UBS Neo window operates independently from the Cbus Self Managed platform If you are using UBS Neo the Cbus Self Managed UBS Neo Manage your portfalio with Ina miesi research market data and insight from UBS platform may time out after 20 minutes Investment Bank gt Please note UBS Neo is not compatible with Apple iPad or iPhone devices d UBSNeo and Mac users will not be able to view video content 20 Cbus Self Mana
7. like to invest gt Click Continue button to review your order 2 Review Managed investments On this screen you can review your purchase details Buy amp sell Distributions Open orders o Enisi oriter e Er air e Lamm You can choose to Cancel the order you ve entered Amend the order you ve entered This will return you to the previous screen ertum ee ae tni n Hu E amp 2oDoOO00 CELA Eel Managed mirma roc hue Confirm your order and submit for processing in You will need to tick the box acknowledging the On Account Superannuation a 2870 restrictions and limits that apply when you buy units in Managed Investments cancel your order by pressing the bulona betow Fiori COMP if pou wen Bo proceed A et lanea ma pe ams limils fur aa e Managed Imnecimanie and Coen ExifhanagesdPrinparty and inBaataezhure undars aed mat ance invested will Ge webs ic accazs myineegtiman zs ungi fma Paus Bansdcblt pue 3 Confirm This screen confirms your purchase of units A transaction summary will also be sent to your nominated email address Managed investments Buy amp sell Distributions Open orders gt Click New trade button to make another trade 1 Emei order e Raw gt e Confirm Ej Your press to Bad 120 DU CELS Gel Manage ifipatracturs fone bech iat ie Path a betae dd fis Ho zum Reith ATJE rh Nossa E Pa order had GS bee pibred joo Tia be
8. may be able to participate in Your recent activity Your most recent transactions will be shown here including cash transfers share purchases and other investments UBS Neo This platform provides you with access to UBS Research tools as well as a range offeatures such as video updates and charting Cbus Self Managed User Guide 7 Manage your Cbus account Make a cash transfer After you have made your initial cash transfer to your Cbus Self Managed transaction account you can transfer cash in and out of your standard Cbus investment options once a week subject to maintaining minimum balance requirements Your cash transfer must be made by 11 59pm AEST AEDT on a Tuesday and will be transferred on the next Wednesday 1 Enter details gt From the main navigation select Transact gt Cash transfer gt Select the type of transfer you would like to make To transfer money into your transaction account from your standard Cbus investment option s go to the Transfer in section and enter the amount you would like transfer in the Amount S field Click the Transfer in button Transfer in Tranier monany Por nes trant opori vailatie ninlarce 004 20 Fiunt iur dal Tran amp actan accnunt Arricant E Transfer in To transfer money from your transaction account into your standard Cbus investment option s go to the Transfer out section and enter the amount you would like transfer in the Amount field Click the Transfe
9. platform you can make the following changes to how your Cbus account is invested switch between standard Cbus investment options nominate which standard Cbus investment option s you would like future contributions made into Cbus Super accounts only nominate which standard Cbus investment option s you would like your income stream payments to be made from Cbus Super Income Stream accounts only For Cbus Super accounts Switch between standard Cbus investment options or make a future contributions nomination 1 Enter details Onthis screen you can switch how your super is allocated across the standard Cbus investment options or nominate the investment option s that you would like future contributions into your Cbus account invested into eer setae gt e eves gt coon Account Suparammnuglidn AT28738 fuperannuaeon palais High Det 559 40 nam 54 D 420 T GConnnrurti en 2 00 dd Cash Minga Total imaeximant apices Tul are greged evi are rol avalla hie To switch options To nominate future contributions gt In Superannuation balance section gt Change to column gt nFuture contributions section gt Change to 96 column enter the percentage you would like allocated to each of the enter the percentage of your future contributions to your Cbus four standard Cbus investment options Your allocation will account that you would like allocated to each of the standard need to total 10096 Cbus investm
10. ROPAL Sed funeranmualecn A TZzHT3U Z3012015 Capital gaina na CBUSTIFRAAL Sell Paperamsualicn 728738 DAVANS Dier inveaimarnd optics 1604 38 END AL Draibenta Dapsransualcn 4728730 Seow iy ana ieee opion by are aBorcaton TR Your account breakdown CBUSPROPAU Bun This pus chart shee New mue of vaur ovecall Saneranmuabon 41207 X8 LUGE LW Berl rs in ie im auch Oss Carri plea La Ves ane F iH i z k ENB raki seco tad 05 7 ks ahi Su Col SETA CHUSPNSFRA ALI Buy MER Duees LETE 12S apsontoegereet u Buperanmuaticn 4728730 ANA Vr eae x em Dreh 1E DE 40 JS UBS Neo Manage your portioko with the latest research market dada and inasght from UGS invesiment Bani 234 176 39 ume ieu Your account balances Displays an expanded view of your Cbus account including shares amp ETFs Managed Investments term deposits and transaction account This section will also display your Capital Gains Tax liability this will be 0 for Super Income Stream members Your investment breakdown This shows the breakdown of your total account balance with Cbus between the different asset classes your investment options are exposed to You can alternate between the two views using the links provided view by investment option or asset allocation Actions amp alerts In this section you can view important updates relating to your account This includes notification of corporate actions you should be aware of or
11. age will display 16 Cbus Self Managed User Guide News amp research Cbus Self Managed members are provided with a standa rd Your Thomson Reuters news subscription provides you with subscription to Thomson Australian financial markets summary Reuters news Global financial markets summary Australian and global news Australian and global financial news Thomson Reuters news feed All members can access the Thomson Reuters news feed This gives you access to real time news and the ability to search for past news stories Headlines are updated when Thomson Reuters publishes a new article on their website gt From the main navigation select Markets amp research gt News Biy news Significant mows gei va Uo dne mp Ia Tae E IT el pee Os eee Mey ree Hee ieee ps Semi pe bie gi hence Lac gc err Bigeife ae sem Date escenieng Ting Pe een Page Den pe Ero iE af Chara eang ABLE Tra dee ey Fe Pe DS feed Dee we ing BAEC Peri be sg Gh mur Wert rh Fed Dela Li Mees id ict n Live news tab you can view current headlines or choose to filter by date n My news tab you can view market news specific to your portfolio In Significant news tab you can view significant market events and live commentary and market news Significant news is only available to subscribers of the premium Thomson Reuters news service See the next page to find out how to become a premium subscriber at no additional cost
12. alue in whole dollars you would like to sell gt Select your Order type Ifyou select Market you don t need to complete any other fields and can skip to the bottom of the page Ifyou select Limit you will need to enter your Limit price and then select the Expiration either Good for day or Good for 30 days Tip The Totals box displays estimates of your share sale value and the number of shares you can sell based on your entries above As you alter any of the fields this information automatically recalculates Please note Brokerage fees apply each day you sell a parcel of securities Read the Cbus Self Managed Investment Guide for more information 2 Review Onthis screen you can review the details of the share sale you are requesting You can choose to Cancel the order you ve entered Amend the order you ve entered This will return you to the previous screen and you can amend the amount of shares the company etc Confirm your order and submit for processing 3 Confirm This screen confirms your share sale A transaction summary will also be sent to your nominated address gt Click Ok button to exit the screen 26 Cbus Self Managed User Guide Manage open share orders To view and manage your open share orders those not yet fulfilled gt Goto Transact gt Shares amp ETFs gt Open orders Shares amp ETFs Quick stock quote Watchlist Buy amp sell Corporate actions Open orde
13. ect Term deposits tab The Current holdings table will display all active term deposits A graph is provided to show the maturity period and profile You can also apply a date filter to generate time specific results Cancel a term deposit Once you invest in a term deposit you are locked in for a set amount of time Breaking a term deposit is only allowed in very specific circumstances For further information refer to the Cbus Self Managed Investment Guide available from Wwww cbussuper com au cbusself managed Cbus Self Managed User Guide 33 Reporting The Cbus Self Managed platform offers the following reports Portfolio valuation The value of any shares held amp Capital gains disposal and tax Details your by the member realised CGT liability assets over a given period Cash transaction The value of any term Corporate actions If and when any companies deposits held by the member you have invested in through Cbus Self Managed Fees and expenses The value of the cash undertake a corporate action that is available to transactional account held by the member you you will be notified through the platform in order for you to either acknowledge or participate in the company s corporate action Not all corporate actions require action from you some are simply announcements from companies in which you have invested Dividends Real time values as per your Cbus holdings Unrealised capital gains and tax D
14. ed About Cbus Self Managed registration Hemis tampik mg veul segs abe Kor Lus Sel ened please mad dus imr premi deese Seka get ie Tams amd Comer Wiad ain Te Wah ns me Ge Ana A i aka ore een eae eee iims and Coen ah ule be rad incanjuncben wil fin Chus Se Ubagad lrosatmenr Gorde Chus erent Gode amd bus Praduet Dinos Sateen err M pour mendes 5p ao recomirend you gai dchece Detcee malunmg changes b how your super Hi iter ed Kiang vour irre tient Empii a a hay part iG seeing imeatesriss appropraia i eu ard jeu ex eircumataness The Sezialsna veu maka naw can hueee an impact or Few Much mare veo will Fam Late in die Vip can ansia anne an appeegmarit lor uou will an aczregdred Cariad Prianrsal Fiant Eata condition lor Cou Sad Managed tn be ejje for epaiak aed use pibus Bed Managed you must ba ar accumiua co iguperaneuabon member cf Cus and a have 49 000 or more in your Cbus account amd a lue 20 OX cer reote of your i bus accaurri barua insana arri an aided C bus irmeaa mant opean s and e omae and ageen in Ea Teme and Cornasllions for use of fhe Choos Sed Managed imasimerd iphon and have read understood and accept these terms and conditions Gating atarbed asus ne rel ihe where t aU when yeu Myr ign ail he Educabon amp Help ascia Ee a rangs af demem maip Videos Get khaam and otner educatenal mibrmmaban Cancel Registration Lig irs Miria gt Click Log in Now button to proceed with your registration You
15. ent options Your allocation will need to total 100 8 443 34 44230 08 gt Click Continue button gt Click Continue button 10 Cbus Self Managed User Guide 2 Review Onthis screen you can review the details of your investment option change request You can choose to Amend the investment option change you ve requested This will return you to the previous screen and you can amend your request Confirm the investment option change you ve entered Q9 o gt O gt conte Aocount Bupeninnuglon 4TZH8735 Cori pratram toai Higi Ornat Total irrge imant opin far arme gneped a2 ane ncc mra Current Superannuation breakdown ENB miim aot 145 7 Emm usas l ETF TOA S E reef egri DA Greet 1 B3 EN eg Cee D Show fry imeeaimant opion bey ns set shania Current vnlue iSi a eu 422025 B 43 704 10 904 30 New 5 uperannuation breakdown a EE Trew merourd 54 15 X EN Seer ETE 1025 BEEN Liurmoed eeriTeeem 71 c mmm Loire 78 ENS arcet 1 ES 7 zin a a m Hag Git d 2 5s This ps chart amp howa few misi af jour overall tupareeuaton acest pH esed in sacs Crus ied emen eoten and Cbus Self iessged opie Gompeemem 3 Confirm This screen confirms your investment option change request A transaction summary will be sent to your nominated email address gt Click Ok button to return to homepage Investment options Pending Q9 e aan e E corn Mele You
16. etails of your unrealised CGT position on existing holdings as at a specified date You will need a PDF Reader installed on your computer to read the reports To download Adobe Reader visit www get adobe com reader Generate a report gt From the main navigation select Portfolio gt Reports Request report Select ite dale ranpe and hpa of repart yeu would Ike fo ruri Accom Superannuaaglion 219843813 From dalt 22 05 2015 Tb dals Z2 08 2015 Reports Selaci one Select the date range you require using From date and To date fields Select from the drop down list of Reports Click Request button to process The report may take up to one minute to generate V M MV VW Once the report is available click Download button 34 Cbus Self Managed User Guide This page has been left blank intentionally Cbus Self Managed User Guide 35 Contact Cbus Call our Service Centre on 1300 361 784 8am to 8pm AEST AEDT within Australia Open Monday to Friday closed national public holidays csm cbusmail com au www cbussuper com au cbusselfmanaged Cbus Locked Bag 999 Carlton South VIC 3053
17. ged User Guide Research Global markets gt From the main navigation select Markets amp research gt Global The Global Indices section displays the performance of the differing global stock indexes and is displayed across three tabs Asia Pacific Europe Americas You can also view foreign exchange rates on this screen Global Global indices EB tang Seng Hang Kona Foreign exchange rates 12281 ago o Sen 6 Do 13837 con poo ETTE 4 0004 1 3846 0 0006 1544 O15 p ot10 tE pgi lafanmi ia emt tty noes parm D og D Bar 0 0615 D TZOCE U 00604 13578 Dmm 186 Bos OT At uno o Da m eed atleast 20 minutes bred an fee mit mocetesdaan 2140452015 at 14 5T AEST Last i zrEE rs grt nauta B5577 audu Otro 0g 9907 05t3T 0 0007 n z205 U 004 6 0058 uanza annt 00010 o Tot oot Change di ara mz Change W AFLT 118 4150 22100 aT 347 1504 FLITET 4 5505 Bt 2405 45533 128 1004 53MT 177 5008 30 3BB 15 4508 T dius 124 8260 41 1550 T5202 ac Erari Dau 39637 jot SGPKS D Glas 83144 o6 1 12450 0075 apaan SIEH 0504 410002 i Ths Ea 0 7383 40020 O 7310 30013 t 0285 2001 1 4247 0 Db CHAR 0012 D 1233 4 oM a UBS independent market iiaae Acces a company and markai pommia frm UBS inves Irae arcane UBS Neo Manage pour persolu wiih tue la
18. gw i brand ff zancza fie L F rumim Mew Irade Cbus Self Managed User Guide 29 07 Managed Investments p Sell units in Managed Investments You can only sell units in Managed Investments during designated trading windows To view the dates for trading windows visit WWW cbussuper com au cbusself managed When you make a partial sale of units in Cbus Self Managed Property and or Cbus Self Managed Infrastructure you must maintain a minimum investment holding of the greater of 3 000 or 10 of your total investment in the option prior to your withdrawal gt From the main navigation select Transact gt Managed Investments gt Select Buy amp sell tab 1 Enter order gt n Code field enter one of the following codes Cbus Self Managed Property CBUSPROP AU Cbus Self Managed Infrastructure CBUSINFRA AU gt For Action select Sell radio button gt Select your Trade Type If you select Quantity you will need to enter the Number of units you would like to sell If you select Value you will need to enter the Value of the units you would like to sell gt Click Continue button to review your order 2 Review Onthis screen you can review your sale details You can choose to Cancel the order you ve entered Amend the order you ve entered This will return you to the previous screen Confirm your order and submit for
19. ing in Managed Investments is 3 000 m Maximum of 25 of your total Cbus account invested for each Managed Investment option m There is no minimum or maximum buy or sell order However when you make a partial sale of units in Cbus Self Managed Property and or Cbus Self Managed Infrastructure you must maintain a minimum investment holding of the greater of Once you have purchased units in Managed 3 000 or 10 of your total investment in the Investments your funds are locked in until the option prior to your withdrawal next quarterly trading window For a two week period each quarter July October January and April you can buy or sell units in Managed Investments with transactions being finalised shortly thereafter For more information read the Cbus Self You can view the trading windows for Managed Managed Investment Guide available at Investments on our website www cbussuper com au cbusselfmanaged Buy units in Managed Investments You can only buy units in Managed Investments during designated trading windows gt From the main navigation select Transact gt Managed Investments gt Select Buy amp sell tab Managed investments Buy amp sell Distributions Open orders O ce gt E gt ye Account Superannuation 4728738 Managed iraaitrenis arg apecaisnd imvestmantocptons wd specific masks ond Aemahle caat i 23A B4 her elus Eahimam masrimaaimanti n a vex hou
20. insesbnent opia change eguenl wil be ceed nes ednasiay Fou can Wee dd Cizel your imeastmentppbes change rescegibelanes 11 50 pm pu Pt Tuesday before jour requests processus by clicking an fus Pending tub eho Cbus Self Managed User Guide 11 02 Manage your Cbus account a as For Cbus Income Stream accounts Switch between standard Cbus investment options or nominate which standard Cbus investment option s your income stream payments will be made from 1 Enter details On this screen you can switch how your super is allocated across the standard Cbus investment options or nominate the investment option s that you would like your income stream payments made from 9 ore cota gt 2 oe gt e conte Actount Super eome sinsam 3111101178 Your curen drawedcan strategy ms Payment order Change your dr wdaowr GIy to Peerage mailet Crih Savings ggi 00 Cone Cree ona m rj 345 B2 Die 2 25 74 004 00 High path imas imant opium fuit are gne out ang rct avallatia To switch options gt In Superannuation balance section gt Change to 96 column enter the percentage you would like allocated to each of the four standard Cbus investment options Your allocation will need to total 100 ull IL Camer 4 IU Change ti 731 345 842 174 THyS Df gt Click Continue button 12 Cbus Self Managed User Guide To nominate which standard Cbus investment option s your income stream payments will
21. kalasian Dany Summary 22 Oct 2014 mar git The Australasian Daisy Summar zt Dei 2014 irgi The Ausiralusian Cathy Summary 2ta taho The Australasian Day Summary 17 Oct 2014 LEUTE Austenliam Rescues Iren Cea Eninring a nea acu of lower prione Laweock iinis Pur taliars Flesicurtes Hass La amp Gold Detia more appealing an kowe Paris The Austalasian Dash Summary 16 Oct 2014 antra The Australasian Duhy Summary 15 Oct 2014 UBS Neo Per p The Australasian Daily Summary 14 01 2014 Manage your portos writ the latest mei paerh market data and insight fom USS imesiment Bank EUN Oo 1E X 5 T 1010214 The Ausral aiuaem Day Summary 13 Oct 2014 Search company research Search for ceenpanias 21 01 2015 21 04 2015 Scrolling down the page you can also view a list of available company research Avallable company research m Jus Super Eq Stock Sac Doc COED HE HL Eq Sxock Sac BHP AU Carine Leni read ine of Carina was Limited Aout Aus Super Eg Stock bec Om COED HL Eg Seach Sa Regis Rodnica Fasing heck to ma gik a tages 22 Cbus Self Managed User Guide Australian shares amp Exchange Traded Funds ETFs Trading rules and limitations The following restrictions apply when investing in shares and ETFs through Cbus Self Managed B Maximum of 80 of your total Cbus account balance invested in shares and ETFs B Maximum of 10 of your total Cb
22. lesi reieanish eiue dale and imag Sam LEE inse iani Edi i Uis Global News Hope ol Veber ol etal Value 9451 af 200 000 000 Eureesan Seda Canh Seed Calngars A Celati Bul Contacts 20315 2018 reca ing la Pe Hang Seng Indes ihe CBBCs Lire 55854 HiK Th HEV urcpean Compares 5430 POF i UNITED CRERSEAS DANK 14 50 LIMITED Emetoper Bock Option Sar Schema WOH 5 UNITED OVERSEAS EANELUuNTED 14525 Empioyes Stock Opio Share Schema LOB 5l Keits of Vahumben of Aetas Value 4 50 of 200 000 000 Eurcoean Ea Cash Salad Caisgery A Caesa Bull Contacts 2015 20 18 ising to fe Hang Seng Vies he CHACE More BD108 HK BRIEF Paul Merchant Maech q prot nises fa Cee 2r krrita amp oniTraea mission ta Fiep immon gnd BY LT Herem inser Mee online jois 14 48 irai orici Feel coe Outage e braio T mamian iPlacned mision gid BY LT BRIEF CWA Heap amp nnaunzes fime group CFO Note Global markets cannot be traded within Cbus Self Managed This news feed is to be used as research and for information purposes only Cbus Self Managed User Guide 21 05 News amp research ET UBS premium research gt From the main navigation select Markets amp research gt UBS research amp commentary You can search a range of market commentary and reports company specific reports and available company research UBS research amp commentary Strategy amp news Market commentary amp reports Ina The Aus
23. n by clicking on the relevant interest rate figure Term deposits Quick stock quote e Enter order e Be vis Cordon Select an availacis erm Pepe fom ihe dibina bao bey ClicxIES aT ipis athena E rati aldd Erybrtening Hes orion that yes aite o inset on Hs pope Screen Road fa factsheets and FAQs to find out mare about easing in inm daposits Account Superannuation 2434443 eee cash a r Val H Availabe imm deposits Primer GO Days 00 Days 100 Days 365 Days 30 Days ME Bank 3 10 pa 4 10 pa 5 10 pa 6 10 pe Katona Awetalio Bars Las p 4 20 pa 5 204 pa BUS pa 2 20 p Cbus Self Managed User Guide 31 08 Term deposits A new window will display Please enter the amount you wish to invest gt Enter Investment Value in whole dollars the amount you want to invest in the term deposit Provider Naiona Australia Bank Term 82 Days Rate 3 205 pa investment Value 5 0 00 Select Yes automatically reinvest and nominate the Term deposit auto reinvestment Amount Term and Expiration from the options provided You can change your aulo feinvesiment choice at any ime except an he day before maturity gt Choose whether you would like to auto invest you term deposit Select No auto reinvestment OR gt Click Continue button Bite aids esi adingni Pringga and net in
24. nate your initial investment amount gt Enter the amount you want to transfer from your existing Cbus investment option s in whole dollars You can transfer any amount you like however you must retain the required minimum balance in standard Cbus investment options For Cbus Super accounts you must retain a minimum of 10 000 in standard Cbus investment options For Cbus Super Income Stream accounts you must retain the greater of 10 000 or the equivalent of your minimum annual income payment amount in standard Cbus investment options E core gt e EET gt e o Vou are now adhe to mansir money iria your Chus Sell Maneged tam achon account The transucfian account provides the money lio pay ics lees tes and charges as welt as funding buying and salle imeniinants More information WOU must have a mirman balance in veu tanmacicn account of 5502 al zl bees To pet stored we rezaenmene bansfeming enough in Sas the mirimum plus enough Ip make pour Erst imestments Tranafer in Traits ar mary rnm Ira merid enia Lh aware Dane Xx Tm a Tramifur money te Tami gon aceound Ano iSi Gi gt Click Transfer in button Cbus Self Managed User Guide 5 01 Getting started A 4 Review and accept the terms and conditions gt Read Terms and conditions of use and check the box to indicate you have read understood and accept the terms and conditions Q om gt e Panmkferzaahin e Boe Terms and conditions of use Getting start
25. nep inveasiment amd produer mates cans fully amd consader amp emiong Hite ferent prolessional Booncial kad before decoding t buy 6r bel umt in Managed ieee ie Enter order details Chus SeH Managed Property Property and Chus Self Managed intrastrecture infrastructure Cale Yau can onhy ransaci quarterly on Property and Infrewinactone Access culhida alfa designated tuntocton periods will only be granted in specific cxcumstances Acbon i iu Bury oe SHl all Chat neruos me nghi ia delny ne defer Ponkecboans Trace tpo O uu Suan ty Value You should only coeaider investing in Property and infragiructsne a paet of a Value ongien imamin i siralm Cape Apima Sheram rrigmbsim shg anaunme Tul maine nejurmil t fund exec piani er wibidramwa s args ed eee te in Property or iran turhirm Totals F r mom infor Gon wart mW insquperceem Dus ee aged Enlirrnigri mimi 5 Dn Tip You need to buy units in Cbus Self Managed Property and Cbus Self Managed Infrastructure in separate transactions 28 Cbus Self Managed User Guide 1 Enter order gt n Code field enter one of the following codes gt Select your Trade Type Cbus Self Managed Property CBUSPROP AU If you select Quantity you will need to enter the N funi Id lik Cbus Self Managed Infrastructure CBUSINFRA AU umber of units you would like to buy If you select Value you will need to enter the Value gt For Action select Buy radio button y amount of money you would
26. o Buy 16 946 Pustralian Phammaceutcal industries Lid a1 05 On Account Superannuation 243447 Ea amp hmated Trade Value i 15995591 Nora four order will be placed once you press ma confirm bution You can change or cange eur cider Oy pressing tae futons Dalma Press COMHIEM i you wish io proceed 3 Confirm This screen confirms your share purchase A transaction summary will also be sent to your nominated email address gt Youcanenter a Trade note and click Submit note button to save gt Click New trade button to make another trade Order 19218411 15 Bury 6949 ARAU a1 0 595 has been succeesfuly sont to martii Mate Iis order nas nol been executed you maybe able io amend or cancel he dae Trade noie Is a geod idea io keep a note On your Facing morion and objectives Why did you trade Cbus Self Managed User Guide 25 06 Australian shares amp Exchange Traded Funds ETFs a Sell shares amp ETFs 1 Enter order gt n Code field enter the ASX code or name of the company ETF If you are unsure of the code you can also begin typing out the name andalist of options will appear for you to choose from gt For Action select Sell radio button gt Select your Trade Type Ifyou select Quantity you will need to enter the Number of shares you would like to sell Ifyou select Value you will need to enter the V
27. old in our porfeho Gack on the eampam hens ir mone dabis oF tick buy g elj i alice a trade Find aut more aboul watchlist Search for and add stock ib fie curiis salacted miis Selec wile ETFs m Cree a rie watchlist Manage watchlist 5 ee Click on Create a new watchlist link Cms watch gt Enter a name for your watchlist and click Add watchlist button Vraktilist nama Add items to watchlist From the main navigation select Transact Shares amp ETFs Select Watchlist tab Under Select watchlist select the watchlist you would like to add to from the drop down menu You can then add stocks to the selected watchlist by entering the ASX code or typing the company name into the field shown below V M MV M Vv Once you have found the stock you would like to add click Add button Search for and add stack to me currenty selected watchlist Remove item from watchlist From the main navigation select Transact Shares amp ETFs Select Watchlist tab Under Select watchlist choose the watchlist you would like to edit from the drop down menu Check Remove box next to any items you would like to remove V M M M VW Click Remove selected button Cbus Self Managed User Guide 15 Stock quotes Before buying and selling shares you can generate real time quotes on prices and other company information You can navigate through the list of stocks alphabetically or search by stock code or name Generate a
28. ons and costs apply for investing in the Cbus Self Managed investment option For more information read the Cbus Self Managed Investment Guide available at www cbussuper com au cbusselfmanaged About this document This User Guide will show you how to register for Cbus Self Managed and how to perform basic actions on the online platform such as buying and selling shares If you have any queries about how to use Cbus Self Managed you can email csm cbusmail com au or call our Service Centre on 1300 361 784 8am to 8pm AEST AEDT Monday to Friday Getting started Register for Cbus Self Managed You need to register for Cbus Self Managed online as follows For Cbus Super members 1a Login to Member SuperSite MSS gt Goto www cbussuper com au login and click Member SuperSite login button gt Enter your Cbus member number and password If you haven t yet registered as a MSS user you will need your Cbus member number to set up your registration If you need assistance logging in to MSS please call our Service Centre on 1300 361 784 8am to 8pm AEST AEDT Monday to Friday gt Once you ve logged into MSS click Cbus Self Managed in the left navigation menu TTE Investments Change Inverimenta Investments kpinami Nicaullon M FUTURE t Cbus Gell Managed TASH High Lec th E50 000 Crew Hi d CE S BU RS Con grs gr gt Click Register for Cbus Self Managed button to be taken
29. processing 3 Confirm This screen confirms your sale of units in Managed Investments A transaction summary will also be sent to your nominated email address gt Click New trade button to make another trade 30 Cbus Self Managed User Guide 8 erm deposits Rules and limitations When you invest in a term deposit you nominatethe You are able to invest in as many term deposits as amount you wish to invest and the length of time you wish however for each term deposit a minimum in to the term deposit and released to you on maturity with the applicable interest minus any tax on earnings You can invest in term deposits once a week Current terms and interest rate options are available Available providers at www cbussuper com au cbusselfmanaged or via Cbus Self Managed currently offers term deposits the Cbus Self Managed platform through ME Bank and National Australia Bank Purchase a term deposit If you submit your term deposit request at any time before 11 59pm AEST AEDT on a Thursday your term deposit will be purchased on Friday or the next business day if it s a public holiday If your request is received after this time it will take effect from the following Friday gt From the main navigation select Transact gt Term deposits gt Select Buy tab This page displays all available term deposits listed by duration and provider 1 Enter order gt Select the term deposit you would like to invest i
30. r out button Transfer out Taanile moner Por Tranmsacbon gccamuni el pe banse 7 28 B4 Tegra lor rine y Iri bree nt bo oe Amaont I1 Transfer cul 8 Cbus Self Managed User Guide 2 Review Onthis screen you can review the details of the cash transfer you are requesting You can choose to Amend the order you ve entered This will return you to the previous screen and you can amend your cash transfer amount Confirm the order you ve entered Cash transfer Transfer Pending 99 eer ue e gt e carm Details Pagan centr Eug canini adir lranader 2 55900 From bemannar 4726743 7B WueaEnm iari 3 Confirm This screen confirms your cash transfer A transaction summary will be sent to your nominated email address gt Click Ok button to return to homepage Cash transfer Transfer Pending Q e E gt core Cash transfer lodged Node Cant Pansies are peoceaved weekly ond wit be avaligt s Wednesday H places beers Tt 50pm ABST on a Toecdag poo can Barrier yell be proceed Vednetaay Requect placed sier 11 Mpm AFST on a Tuesday will be proces ans Tus following week fha Tuesaday ia a pubic Socay it ray Oe penorgsed the next business day Cbus Self Managed User Guide 9 02 Manage your Cbus account p uU MM Make changes to how you are invested in standard Cbus investment options Using the Cbus Self Managed
31. rn you to the previous screen and you can amend your request Confirm the investment option change you ve entered 1 Enter d tails gt e Rore gt Confirm Azemi Gupi neame ibam 111101178 eorrunenntcamedceen atalep iw Peni cedet Chance qeu Gaede egy Percentage Current walker Sj Curr value Ej Change E Hj Current amp Irabeqgy LLL ILI P3345 2m Cans Ganga i aon Cumt J ELE A Totar fiat 350 78 irre nent ogions fat am greed oui are nci muitis 3 Confirm This screen confirms your investment option change request A transaction summary will be sent to your nominated email address gt Click Ok button to return to homepage Hote Your inseatment opbon change ecce wel be napoesa ed new Wednesday Foi can vem 0r rece pour imeasstrentopbea change maai beina 11 50 nm on fie l uexday baire yer gueni ia proces aded bj Rang eon Tue Penang mh aloe 14 Cbus Self Managed User Guide Watchlists A watchlist is a mock portfolio of shares or ETFs that you can create on the Cbus Self Managed platform You can set up watchlists to monitor companies that you may be currently invested in or want to keep track of Create a new watchlist gt From the main navigation select Transact gt Shares amp ETFs gt Select Watchlist tab Shares amp ETFs Quick stock quote Watchlist Buy amp sell Corporate actions Open orders Vicia help gu benp Irc Of since yeu anm Mere ied in Bonn and hee you almqdy h
32. rs 5 E Fitter rasults Tha zin boe ghows all of your open Share amp ETFs onder Cc pn a Eck namg E ew oe DET mend of Goce an etie Arpoum Cepa 231447 Rete fom Drai i the Gan Dete I3 irat mI Order Tips Results 11a 2 of2 Euperannunmten WF Ausruion FDamaceutci i T t Buj LT BOLT j faa gt Click ona stock name to view additional menu options More details Amend E Cancel order Cancel an open share order gt Goto Transact gt Shares amp ETFs gt Open orders OR gt Type inthe investment code in Instrument field gt Select Open under Order status gt Apply a date filter to your search using Date from and gt Choose an investment from the list that Date to fields appears in the search results gt Select an Order type You can choose from Buy or Sell Once you ve entered the relevant fields click Search button From the search results click on the investment order you wish to cancel Results 1 to 27 of 2 ree ment Aercunt e Valium Wrempiete tutus Superannuation 241443 Sh Ru Time Lied RAL Teiti Cae umen gt Click Cancel button Results 1 to 2 of 2 res urna re P il Time Ui Vundamii complete isim Buparkanaton TORTI 243443 Ae Pas CORR iu vhi Sows gt Click Confirm button to proceed with your cancellation Cbus Self Managed User Guide 27 Managed Investments Rules and limitations E The minimum investment hold
33. stock quote The stock quote menu allows you to view a full list of stocks currently in the S amp P ASX 300 Index as published by the Australian Securities Exchange gt From the main navigation select Markets amp research gt Stock quotes Stock quote Search investments Ugs er me E CERET EETAS lomo Peel sams toe la Fam im poles m e rane y hee WAS mune Im Ed i p UBS Neo Lage Aul porama acm dra bameyl REGIT eee anus ed nud mr Filter by letter UTS inertes Haan d Umen A B C nD E F GW i J K L H M DO FP OG RB E T iU v w x Y I Recenily viewed companies Thames beginning with LU vd gt Search by Investment name code or by Industry or Sector or search a list of stocks using Filter by letter gt Click on company name you wish to view A detailed stock quote page will display Live stock quotes In line with stock market operations and online trading generated stock quotes are delayed up to 20 minutes To view a current value for a company scroll down the page and click Live quote button The screen will refresh with a live quote 0 Data i delayed atleast 20 minutas based on the price noceived on D6 Aug 2015 at 12 27 AEST Quick stock quote tool The Quick stock quote tool appears throughout the Cbus Self Managed platform To use the tool gt Enter company name or stock code in Quick stock quote field Quick stock quote gt Click on company name you wish to view A detailed stock quote p
34. terest will be deposited init your fans action account an maturnby Yos automatically minvest Amourtt Principal only Principal net interest Terr Same tearm and proide Same Inrm best ral Expiration One new tenn only Lal cancallad 2 Review Qo 6 EY conte Onthis screen you can review the details of the term deposit Order Details you are requesting You are about t place an order on account Superannuation 243443 to You can choose to BL Nanonal Austria Panik 60 Days 3 2055 pa Cancel the term deposit order you ve entered m Total is 525 000 00 AUD Confirm your term deposit order and submit for processing Press CONFIFIM if you wish id proceed 3 Confirm This screen confirms your term deposit purchase A transaction summary will also be sent to your nominated address OQ F e e Lo Hi Ein proerpiet anii Feet hr on Par imd Foren Dany Efe Pde i Tuae mos i 23 prm an Pa usus ba ar Tui 8 es ey CRDI fran Peery inf acean 32 Cbus Self Managed User Guide View pending term deposit gt From the main navigation select Transact gt Term deposits gt Select Pending tab This page will display any pending term deposit orders you have placed Term deposits Quick stock quote Buy Superannuate n wo Haaenni Aust lig Bri 5 Dav Superannuation w Hrica Australia Bard 150 Cas Monitor an existing term deposit From the main navigation select Portfolio Detail Sel
35. to the registration page BUS Cbus Self Managed Register fer Coun Self Managed e Change irmestmenis a aiio Chun Sell Maranged ni un reesireend optan 5i creamer who wart grewber Persie chocs and more control cver here Sane quer f i irasan A ocagon irissthii Fun m Pm ih Graph amp Choe ar Mamapesd i Whai d ue SLAAN 33D debes a Enctange Traded unda ETFs and a Burr ciet Coun Sf Managed gens you fer Panty bo creeds and imolecent your cen bestest siraiegy for oer sucer img aes cos amirmnmmer To eres in Char Sef Warnes viso need in Fee HID or monr gi you Chi accor besp B1D 0C ie oe or more of Cous smndanid eer oe Be hed in ie WITH pe eee o Pune man understand o r agp rea muonixn a balance cl al lesa E500 in your Cus Set Vanaged rareacSon eccount gt all mes gt GotoStep2 Cbus Self Managed User Guide 3 01 Getting started X For Cbus Super Income Stream members 1b Login to Income Stream account gt Gotowww cbussuper com au login and click Income Stream account login button gt Enter your Cbus member number and password If you haven t yet registered as an Income Stream account user you will need your Cbus member number to set up your registration If you need assistance logging in to Income Stream account please call our Service Centre on 1300 361 784 8am to 8pm AEST AEDT Monday to Friday gt Once yo
36. u ve logged into your Income Stream account select Investment details from the top navigation menu and click Register for Cbus Self Managed un uma umm Pn mU ee NEZCZED Soo eee cmec DO Qus eee cram Ro ee rin eee on on anum gem ee Roc RE a ee Gn r re np FE r Bt e n Pe URUR bon um Lhncarug ee ee u GP puse aS GUINEA G2 CEECON Gur Ge AC UEGP HUESY ee Lee es FLGLESRGS pucuam aem o7 T Em brp ACC ua m ee eee eee ee ee u nun ee ee ee dm ee zu Lie fle Lee Lee es eee ees Gub CE eee TE EEA Se es km om 4 Cbus Self Managed User Guide 2 Complete your details gt Enter your details including your desired username and password for the Cbus Self Managed platform If the username you request is already in use you will be prompted to select a different one r gt e ne cashin gt e vo Your details Getting started Pissare ezempimle ai baida and ecm pear datulis beiiw Pami THAG HY TEST hei Dear umbar Pia tb AoC Tuna AC attics vec Tna Emai sith wie hurry tesis 12523 com Denm ama bate TE large of peu uadrname must bs Bebo B and 18 Charca Ca red ux riame Ceri serama Eou pad i wOrd must contain at ead seven character inching pne upper tate and r rmenc amd mimrne limcigde the bilicwing ambas s amp Pasiwcrnd Lei Das wii eu ye asked Tour Tus eg ee po eget pou paadsopd Firs gacted gusian Dueti Ciro Ue ae ol gt Click Continue button 3 Nomi
37. us account balance invested ina single share or ETF m Minimum amount per share trade or ETF buy order is 1 500 m Maximum amount per share trade or ETF buy order is 250 000 Buy shares amp ETFs gt From the main navigation select Transact gt Shares amp ETFs gt Select Buy amp sell tab Corporate actions Open orders ae Se errant 4 41 n up a Y att ae BECT hind Li ILU herd ov Es ew Ga F Enber acdar dela ATENE l y amp i Tia Gee E EGE gi to laret E pr Eseranne d Dod ins day Totals amp Ngk mhi face amos iB gg di aas pin h kii T 7 me da Si LI oat g ail ur m Buying and selling the same share or ETF on the same day is not permitted m Once a trade is executed on the Cbus Self Managed platform it can t be cancelled but can be sold the next day For more information read the Cbus Self Managed Investment Guide available from www cbussuper com au cbusselfmanaged Quick stock quote Py Lei Lees Como Cbus Self Managed User Guide 23 06 Australian shares amp Exchange Traded Funds ETFs 1 Enter order gt In Code field enter the ASX code or name of the company ETF If you are unsure of the code you can also begin typing out the name anda list of options will appear for you to choose from For Action select Buy radio button Select your Trade Type If you select Quantity you will need to enter the If you select Value
38. will receive an email to your nominated email address confirming that you have successfully completed registration You will then be taken to the Cbus Self Managed platform login screen bus H Managed imwastrmeant optiken Login io the Chus Sel Masagad online plathenm ed PE Fas Ee eee Y Lap Sa ee Pe Dan EI ee ee ilha lua 1 BELLE Shite IPEE r kismama Fansuri erpii pna ae ed 5 Access the Cbus Self Managed platform You can now access the Cbus Self Managed platform although you won t be able to start investing until your cash transfer has been processed Your cash will usually be available the Wednesday after you have requested a cash transfer To return to the Cbus Self Managed login page gt Goto www cbussuper com au login or go to the Cbus website gt Member login page gt Click on Cbus Self Managed users login button You will be taken to the Cbus Self Managed platform login screen 6 Cbus Self Managed User Guide Your Cbus Self Managed dashboard Each time you login to the Cbus Self Managed platform you will be taken to your dashboard The dashboard provides you with an overview of your Cbus Self Managed account Portfolio summary Your balances ES Actions amp alerts EX 23 Mar 2015 e es Superannuation 4728738 Dighibuban 23 Mar 2015 Orb Diuttbubon T34M 7 2015 Distibuban Shares A ETFs 125 517 168 165 437 56 Your recent activity Last 5 IP znu12015 Transaction accounmt CBLIEP
Download Pdf Manuals
Related Search