Challenger rates
This week's rates
22 April 2024
View this week's rate sheet for the Guaranteed Annuity, Liquid Lifetime and CarePlus products.
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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?
Now available: fixed term adviser service fees
16 December 2022
You can set up fixed term adviser service fees for up to 12 months, providing you with more flexibility on how you can receive fees.
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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
How much can a client afford to spend in retirement?
23 April 2024
In this article we analyse different scenarios to determine a ‘safe’ level of retirement spending and provide an example framework for calculating different spending levels.
Challenger Tech
How much PAYG tax will be withheld from a Challenger annuity’s regular payments?
23 April 2024
This FAQ will look at how much withholding tax applies to different Challenger annuities.
Challenger Tech
Significance of the MPIR for low means and high means residents
23 April 2024
In this article we will look at the significance of the MPIR in determining accommodation payments for ‘low means’ and ‘accommodation payment’ (high means) residents. We will use examples to illustrate the impact on accommodation payments as the MPIR has changed.
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
Watch on-demand: Federal Budget webinar
Hear from Andrew Lowe and the Technical Services Team as they discuss and identify 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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