The Corporations Act requires that the account (policy) number be included on Advice Fee Consent forms for ongoing fee arrangements. This means the form should only be submitted after the account number has been issued. If fees are to start with the first income payment, please ensure the completed form is submitted as soon as possible.
View this week's rate sheet for the Guaranteed Annuity, Liquid Lifetime and CarePlus products.
Please log in or register
Our Retirement Illustrator shows how blending both an account-based pension and lifetime annuity can change retirement outcomes.
Please log in or register
Our Aged Care Calculator shows you how three commonly implemented aged care investment strategies can impact the outcomes for a client.
Please log in or register
Featuring two experienced financial advisers, who will share how their thinking evolved, how they discuss lifetime income with clients, and the lessons they've learned along the way.
Please log in or register
Great retirement advice starts with meaningful conversations. The retirement confidence guide is a practical resource design to help financial advisers have more engaging retirement income discussions and aims to uncover what matters most to clients.
Please log in or register
From interest rates and inflation to global markets and the Australian economy, stay informed with expert analysis and commentary from Challenger Chief Economist Dr Jonathan Kearns.
Please log in or register
Access correspondence, view transactions, generate CentreLink schedules, and more.
Please log in or register
Download all retirement solutions and managed funds investor forms to provide to your clients.
Please log in or register
Use ePost to send documents to us. Securely. Instantly. Electronically.
Please log in or register