Retirement income and aged care strategies
|For financial adviser use only|
Retirement income strategies
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.
Retirement spending planners for singles
This retirement spending planner for singles can help you determine how much you ‘need’.
Retirement spending planners for couples
This retirement spending planner for couples can help you determine how much you ‘need’.
Aged care strategies
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.
Strategies to fund accommodation payments
Accommodation is usually the largest cost associated with residential aged care, often requiring the sale of assets. A person may have to pay an accommodation contribution or payment when they enter residential aged care depending on their means.