Challenger rates
This week's rates
30 December 2024
View this week's rate sheet for the Guaranteed Annuity, Liquid Lifetime and CarePlus products.
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Did you know we have launched a new Advice Fee Consent Form?
Your feedback has helped us improve how we add and manage a Fixed Term Fee arrangement on Challenger annuities, so you can now select the Fixed Term Fee to start the day the policy commences! Login to AdviserOnline and view the new form under the ‘Forms’ tab.
Tools
Our Retirement Illustrator
Our Retirement Illustrator shows how blending both an account-based pension and lifetime annuity can change retirement outcomes.
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What's new?
Aged Care reforms from 1 July 2025
19 September 2024
The Challenger Tech team have indeitified the impact of the proposed aged care reforms on both residential aged care and home care (Support at Home) from 1 July 2025.
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What's new?
On demand webinar: Optimising retirement outcomes - the role of lifetime annuities
Head of Technical Services, Andrew Lowe, and Senior BDM Jason Sibio will delve into case studies and tools that can help with retirees who are wanting to maximise their income.
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What's new?
Liquid Lifetime (Market-linked payments)
New PDS available now. Extended options include Challenger’s Liquid Lifetime (Market-linked payments) that combine the benefits of a monthly income for life and exposure to investment markets.
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Announcement
On demand webinar: Aged care investment strategies
We explore the strategies for someone who is entering aged care and demonstrate how to maximise cash flow and estate outcomes. You will also hear from a financial adviser on how they’ve helped their clients through the aged care journey.
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Use our Age Pension Illustrator to illustrate your clients' Age Pension outcomes, including a potential increase in Age Pension.
Challenger Tech
The 'need-to-knows' of retirement planning
12 December 2024
This article discusses these key considerations and other ‘need to knows’ when providing retirement advice and how advisers can address them with clients.
Challenger Tech
The ‘need to knows’ of retirement planning
12 December 2024
This article discusses these key considerations and other ‘need to knows’ when providing retirement advice and how advisers can address them with clients.
Challenger Tech
Aged Care reforms FAQ
12 December 2024
In this article, we answer the most common questions Challenger Tech has received from advisers about the aged care reforms.
Challenger Tech
What are Challenger’s Probate requirements when paying a death benefit lump sum?
12 December 2024
This FAQ explains what Challenger’s Probate requirements are for paying a death benefit lump sum.
Announcement
Challenger Tech’s Federal Budget 2024-25 report
15 May 2024
How will the 2024-25 Federal Budget affect retirement planning for your clients? Read our summary of the announcements, measures, and the potential implications for your pre-retiree and retiree clients.
Announcement
Proposed changes to superannuation tax concessions
Access the technical analysis of the changes to superannuation tax concessions for those with superannuation balances of more than $3 million.
Announcement
On demand webinar: Federal Budget webinar
Andrew Lowe and the Technical Services team discussed and identified the impact of budget announcements on your retiree and pre-retiree clients.
Save time positioning retirement income and aged care solutions for your clients using our white label library
Manage your client's investments
Clients
View your clients' investments
Access correspondence, view transactions, generate CentreLink schedules, and more.
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Investor forms
Looking for a form?
Download all retirement solutions and managed funds investor forms to provide to your clients.
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ePost
Upload documents securely
Use ePost to send documents to us. Securely. Instantly. Electronically.
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