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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. 

Optimising retirement outcomes

Aged care investment strategies

Building resilient portfolios

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.

Accommodation payment changes from 1 November 2025

Accommodation payment changes from 1 November 2025

As part of the aged care reforms, there will be changes to accommodation payments for residential care from 1 November 2025.
Raising the bar for super in retirement

Raising the bar for super in retirement

Over the past 18 months or so the Government has sought to engage Australians in consultation around the retirement phase of superannuation.
What's that threshold from 1 July 2025

What's that threshold from 1 July 2025

The new financial year has just started with routine indexation, advisers often have questions around some of the key superannuation and tax related thresholds which are relevant to financial planning.
Advisers talking

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.

Adviser smiling

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

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.

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.

Andrew Lowe headshot

Andrew Lowe

Head of Technical Services
Sean Howard

Sean Howard

Technical Services Manager
Minh Ly

Minh Ly

Technical Services Manager
Rahul Singh

Rahul Singh

Technical Services Manager
Mansi Desai

Mansi Desai

Technical Services Analyst

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