Technical Support For Advisors

Got a technical question?

Challenger’s award-winning Technical team produce a range of educational information for advisers, as well as providing a technical hotline that can be accessed by calling 1800 176 486.

More resources for advisers

Our Challenger Adviser Knowledge Hub has a large range of resources for advisers including product and technical information, articles and guides.

More resources

Fast Facts

Challenger’s Fast Facts allows you to access the latest rates and thresholds for:

Superannuation contributions
Retirement income streams
Social security pensions
Aged care
Marginal tax rates and offsets

Live and on-demand webinars

We offer a range of webinars, all featuring speakers who are subject matter experts and many offering CPD points. Subscribe to our weekly rate email or monthly adviser newsletter to be informed of upcoming topics.

Technical articles

Challenger Tech articles cover a range of topics relating to retirement and aged care as well as Challenger’s products. Each month we include new technical articles in our adviser newsletter TechNews. Subscribe to TechNews now.

Unpacking the ins and outs of the superannuation disability benefit

Retirement savings held via superannuation are generally preserved until retirement, on or after preservation age.

Low means resident technicalities and the changes from 1 July 2025

Aged care residents assessed as ‘low means’ are eligible to receive Government support for their accommodation costs in addition to their ongoing care costs.

Aged Care reforms grandfathering rules

As part of the aged care reforms, there will be grandfathering arrangements for existing aged care residents and home care recipients. The flowcharts below explain when grandfathering applies to residential care and home care from 1 July 2025.

How are defined benefit pensions assessed for social security and aged care and how can they be captured in Challenger’s tools?

Super income streams: Death benefit technicalities and practicalities

In 2025 not every family looks like Mum, Dad and their two kids. Partnering and re-partnering through life is common. However, common might not mean simple.

Home Care reforms from 1 July 2025

As part of the aged care reforms, the Support at Home Program will replace Home Care Packages and Short-term Restorative Care from 1 July 2025.

The ‘need to knows’ of retirement planning

What are Challengers Probate requirements when paying a death benefit lump sum?

Aged Care reforms FAQ

How much are the Centrelink concession cards worth?

Deciding what to do with the former home when entering residential aged care

Fixed term annuity strategies

Can clients bring forward two years under the Social Security gifting rules?

Taxation benefits of lifetime annuities

How are Challenger annuities taxed for non-residents?

1 July 2024 - what it means for various issues relating to preservation age

Improving confidence and portfolio outcomes in retirement - a practical case study

Is your retiree client eligible for a Centrelink concession card?

Debunking myths of lifetime annuities

Adviser guides

Challenger Tech produce a number of technical guides for advisers, covering detailed product information and retirement strategies.

Lifetime annuity technical guide

Covers the technical aspects of Challenger Lifetime annuities, including how they’re assessed under the Centrelink/DVA Income and Assets Tests, how their income is taxed and how they're taxed on withdrawal.

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Term annuity technical guide

This guide includes a summary of the Term annuity product features, assessment under the Centrelink/DVA Income and Assets Tests, Tax treatment and other considerations.

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CarePlus technical guide

With increasing life expectancies and an ageing Australian demographic, there is a growing need for quality aged care advice.

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Aged care guide

Our handy reference guide to aged care rules and regulations, helping you provide expert advice to clients who are looking to receive Government subsidised aged care.

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Guide to XPlan

This guide provides instructions to make it easier for you to utilise XPlan’s modelling tool to determine the possible outcomes for your clients of including different Challenger Lifetime Annuity (Liquid Lifetime) or care Plus options.

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Market Linked Payments technical guide

An overview of the Liquid Lifetime (Market-linked payments) options including technical details such as how the indexing works and the inclusion in client portfolios

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Meet the team

Every day we talk with advisers about strategies to help maximise their clients’ retirement outcomes. The Challenger Tech team specialises in providing retirement and aged care strategy solutions to financial advisers. The team has over 60 years combined experience and can help you with a broad range of queries relating to retirement, aged care, annuities, pensions, Centrelink and superannuation.