Table of Contents
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.
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.
What makes today’s lifetime annuities different?
Modern lifetime annuities have many new features that make them different and more flexible than annuities of the past.
HSC and NCCC: Change of fees from 1 November 2025
From 1 November 20251, the means testing of aged care fees will change significantly.
Exiting legacy pensions - opportunities and considerations
On 7 December 2024, new regulations came into effect, allowing individuals to exit non-commutable legacy pensions within a 5-year amnesty period.
Unpacking the ins and outs of the superannuation disability benefit
Low means resident technicalities and the changes from 1 July 2025
Aged Care reforms grandfathering rules
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.
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.
CarePlus technical guide
With increasing life expectancies and an ageing Australian demographic, there is a growing need for quality aged care advice.
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.
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.
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
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.
.png?h=360&iar=0&w=640)
Stay informed
Subscribe to our monthly adviser newsletter containing the latest technical articles, economic updates, aged care insights and product news.