Target Market Determinations are regularly reviewed with any archived versions available for reference.
You can request printed copies of the PDS by calling us on 13 35 66.
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If you're applying for a new product, it’s important that you read the important information we provide about each product including the Product Disclosure Statement and Target Market Determination. Access these documents.
A Product Disclosure Statement (PDS) is an important document – it gives you all the information you need about a financial product. Whenever you’re offered or recommended a financial product, it’s a legal requirement for you to receive one.
As the PDS should include a product’s benefits, features and drawbacks, you should read and understand the PDS before making the decision to invest in any financial product.
A Target Market Determination (TMD) is a document which describes who a product is designed to be appropriate for and how the product can be distributed to customers.
The purpose of a TMD is to help customers get financial products that are appropriate for them.
| I want to... | Use this form |
| Apply for a Fixed Term Annuity as an individual | Challenger Guaranteed Annuity (Fixed Term) Application form |
| Apply for a Fixed Term Annuity as an Australian Company/Trust | Challenger Guaranteed Annuity (Fixed Term Application Form – Australian Company/Trust |
| Apply for a Fixed Term Annuity - Self Managed Super Fund (SMSF) | Challenger Guaranteed Annuity (Fixed Term Application Form – Self Managed Super Fund (SMSF) |
| Apply for a Lifetime Annuity | Challenger Lifetime Annuity (Liquid Lifetime) Application form checklist |
| Apply for CarePlus | Challenger CarePlus Application form |
| Debit the investment amount from my bank account | Challenger Life Company Limited Direct Debit Authority Form |
| Manage any ongoing or fixed term adviser service fees that apply to my annuity | Advice fee consent form |
| I want to... | Use this form |
| Update my contact, bank account details | Change of Details Form |
| Update my financial adviser details | Change of Details Form |
| Advise Challenger of a change of name (due to marriage, divorce, deed poll) | Change of Details Form |
| Manage ongoing or fixed term adviser service fees that apply to my annuity | Advice fee consent form |
| I want to... | Use this form |
| Authorise Challenger to help a third party with enquiries on my account (to nominate a financial adviser please use the Change of Details form) | Third Party Authority Form |
| I want to advise Challenger of the details of my Power of Attorney | Providing your Power of Attorney (POA) or Financial Management Order to Challenger |
| I want to advise Challenger of the details of a Financial Management Order | Providing your Power of Attorney (POA) or Financial Management Order to Challenger |
| I want to... | Use this form |
| Give Challenger my TFN or update my tax preferences | Tax file number declaration |
| Change the amount of tax withheld from my payments | Withholding declaration |
| Provide tax residency information as an individual | Tax residency - Individuals |
| Provide tax residency information as a company or trust | Tax residency - Company or Trust |
| Claim or change a tax deduction for my personal super contributions | Notice of intent to claim or vary a deduction for personal super contributions |
| I want to... | Use this form |
| Make contributions by cheque to my Challenger Personal Superannuation Fund | Challenger Guaranteed Personal Superannuation Additional Contribution Form |
Withdraw or rollover from:
| Challenger withdrawal/rollover request form |
Change my pension payments I receive from:
| Challenger Guaranteed Allocated Pension Variation Form - Guaranteed Cash Option |
| Change the market-linked payments for my lifetime annuity | Switch Form Challenger Lifetime Annuity (Liquid Lifetime) Flexible Income (Market-linked payments) |
| I want to... | Use this form |
| Let us know about the death of an investor | Notification of death form |
