Retirement income and aged care strategies
|For financial adviser use only|
Retirement income strategies
Help clients navigate a low rate environment
A ‘safety-first’ approach to retirement income can provide your clients with the peace of mind they seek in retirement. We compare this approach to alternative strategies in managing low interest rates and market swings of 2020.
Age Pension uplift strategy: Charlotte and Charlie
An illustrative case study showing how a 30% allocation to a lifetime annuity can make a big difference today and tomorrow.
Opportunity zones chart
The Opportunity Zones chart gives you a quick snapshot of Age Pension eligibility and the dominant means test determining the rate of Age Pension payable.
Aged care strategies
The simple path to an aged care strategy
Aged care advice can be complex, but if you’re already offering retirement planning and superannuation advice, with appropriate development, support and tools, you can navigate aged care too.
Aged care guide
Our guide to aged care rules and regulations, helping you provide expert advice to clients who are looking to receive Government subsidised aged care.
Residential aged care cash flow strategies
Challenger CarePlus (CarePlus) is designed for clients who have been approved to receive Government-subsidised aged care services.