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Adviser briefing series
Upcoming live CPD webinars
Structures and strategies for building retirement income streams
Thursday 30th October 12pm (AEDT)
Join us for a practical session on delivering stronger retirement outcomes. Learn tips, avoid common traps, test the sustainability of drawdown strategies, and explore tools and case studies to enhance income planning.
The new Aged Care rules are live - Is your advice ready?
Thursday 13th November 12pm (AEDT)Join our post-1 November Aged Care webinar to explore the new aged care reforms and their advice implications. We'll provide a quick rules refresh and focus on how these changes impact your aged care advice strategies.
Not all retirement income streams are created equal
Wednesday 3rd December 12pm (AEDT)Discover how to tailor retirement income strategies to your clients' unique needs in our upcoming webinar. We'll explore the retirement landscape, economic markets, and key factors like inflation, market movements, and longevity risk.
Previous briefings you can watch now
Unlock insights to help prepare your clients for success in retirement and aged care planning with our adviser briefings. Our webinars are designed to equip Australian financial advisers with essential strategies for funding aged care, understanding economic shifts, and optimising retiree portfolios.
Many of these webinars offer CPD points, and, where possible, we include Australian financial advisers sharing their experiences.
Stay informed about new webinar topics by subscribing to our monthly adviser newsletter.
On-demand webinars
View on-demand webinars covering a range of topics including creating optimised retirement portfolios and strategies for clients planning for residential aged care. Don’t miss our live webinars, subscribe to our Challenger adviser newsletter to stay informed.
Webinar | CPD points | Description |
|---|---|---|
| Using technology to more efficiently deliver retirement advice | Yes | With more Australians heading into retirement, there’s a real opportunity for advisers who can scale efficiently to meet client demand. We will give you actionable insights on using technology that fits within your advice process to better serve your clients' retirement planning needs more efficiently. |
| How forward thinking practices are redesigning their approach to contemporary retirement advice | Yes | With the industry poised for the retirement tsunami approaching, we are proud to present industry expert, Sean Graham as guest speaker discussing how forward thinking practices are redesigning their approach to contemporary retirement advice. |
| Challenger Tech's Federal Budget 2025-26 | Yes | The Challenger Technical Services team presented a summary of key measures from the Federal Budget to consider for both your retiree and pre-retiree clients. |
| Pre- 1 July 2025 aged care advice opportunities | Yes | The Government has announced 'once in a generation' aged care reforms intended to commence from 1 July 2025. However, over the months leading up to 1 July 2025 clients entering residential aged care, and their loved ones, will need your advice. |
| Macro Musing Live | Navigating Easing Cycles in a Turbulent World | Yes | In this global macro and markets update, Jonathan will share his views on how quickly rate cuts will come and what tariffs mean for economies and markets. |
| Macro Musing Live | Making sense of volatility | Yes | In this global macro and markets update, Jonathan will share his views on the current economic uncertainty and market volatility from US tariffs |
| Macro Musing Live | Picking winners in divergent economic and market trends | Yes | In this global macro and markets update, Jonathan will share his views on the strength of financial markets despite ongoing geopolitical tensions and tariff developments, and what this means for the outlook across the US, Asia, and Australia. |
Adviser Knowledge Hub
Our resources are designed to empower you with the knowledge and tools you need to better serve your clients. Take a look at the broad range of information for advisers that is held in our adviser Knowledge Hub.
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