Latest updates

Challenger rates

This week's rates

05 December 2016

View this week's rate sheet for the Guaranteed Annuity, Liquid Lifetime, Guaranteed Allocated Pension and Guaranteed Personal Superannuation products.

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Challenger Tech

The new Income and Assets Test zones post 1 January 2017

06 December 2016

In this article, we investigate how the Age Pension ‘strategy zones’ are impacted.

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Challenger Tech FAQ

Selecting flexible or enhanced income options

06 December 2016

Does the deduction amount calculation for social security change if I choose the Challenger Guaranteed Annuity (Liquid Lifetime) flexible or enhanced income option?

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Challenger Tech

Three key decisions to consider when planning for aged care

06 December 2016

Moving a loved one into residential aged care can be a stressful time for the resident and their family members. In this article, we explore the three key decisions faced by residents.

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Adviser resource

Retirement and aged care planning booklet

25 November 2016

Our technical services manager, Sean Howard, is the author of the retirement planning and aged care chapters in the Thomson Reuters Australian Financial Planning Handbook 2016-17. We are pleased to provide the chapters to you in this booklet.

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Adviser reference guide

Tips to assist you in transacting with Challenger

22 November 2016

View our guide which covers: Application process; Customer identification and helpful tips; AdviserOnline; Change of details and Frequently asked questions

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Retirement research

Valuing income for life

11 November 2016

While it is easy to appreciate that no-one lives forever, people are not always clear on how to value a stream of payments that continue as long as you live.

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Challenger Tech

Aligning Age Pension and aged care means testing

08 November 2016

Did you know that individuals moving into aged care from 1 January 2017 may face increased cash flow pressure due to altered treatment of their former home?

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Challenger Tech

Modelling Age Pension and retirement cashflow outcomes

08 November 2016

Examples of how our new calculator can illustrate important technical considerations when structuring retirement income streams for your clients.

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Challenger Tech FAQ

Recent legislative proposals

08 November 2016

Challenger Tech has been receiving many queries regarding the recent legislative proposals. What are the key measures for retirees and have these become law?

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News

Changes to Age Pension Assets Test

07 November 2016

Changes to the Age Pension Assets Test effective 1 January 2017 may mean reduced income in retirement for clients. There are advice strategies that can help clients replace lost income.

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Case study

CarePlus case study: Jane

20 September 2016

Meet Jane who wants to afford her ongoing aged care fees and living expenses and provide an inheritance for her children whilst retaining access to some funds.

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Case study

Challenger Lifetime and Term Annuity: Joe and Tina case study

20 September 2016

Joe and Tina want to ensure they always have enough money to cover basic costs of living whilst living comfortably and ensuring their savings last the rest of their lives, protected against share market risk.

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Challenger Tech

Residential aged care strategies

08 September 2016

The importance of receiving financial advice has never been greater as correctly structuring accommodation payments and investment strategies can produce significant benefits.

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Challenger Tech

Making the most of 1 January 2017 Assets Test changes

08 September 2016

Explores some of the considerations and takes a closer look at the short and longer term implications to a client's overall retirement outcome.

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News

CarePlus is now available via platform

29 August 2016

Challenger CarePlus is now available on Colonial First State's FirstChoice platform. To find out more about CarePlus via platform and the benefits speak to your Challenger BDM.

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Challenger Tech

Pensioner Concession Cards and the impact of 1 January 2017

02 August 2016

Considers the main differences between the Commonwealth Seniors Health Card and the Pensioner Concession Card and examine some strategies that may be effective for your clients who may be on the cusp of losing the PCC.

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Challenger Tech

Unravelling the future of retirement income streams

02 August 2016

We unravel the key findings and recommendations from the Retirement Income Streams Review and its impact on the retirement planning landscape.

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