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.

The ‘need to knows’ of retirement planning

Retirement advice can be challenging, dealing with key questions like how long will the clients income need to last, how much can they afford to spend and how much of their income is required to meet essentials?

Retirees daughter pouring a glass of water for her dad

What are Challenger’s Probate requirements when paying a death benefit lump sum?

The executor or an administrator (if the deceased did not have a Will) of a deceased estate is responsible for collecting the deceased’s assets, paying any debts and then distributing the assets to the beneficiaries.

Aged Care reforms FAQ

On 12 September 2024 the Government responded to the Aged Care Taskforce and introduced the Aged Care Bill 2024 into Parliament. The aged care reforms will make significant changes to the cost of residential aged care and home care from 1 July 2025.

How much are the Centrelink concession cards worth?

One benefit of receiving the Age Pension is the Pensioner Concession Card (PCC). But how much value can the PCC provide your client?

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

An important decision when a person moves out of their home to enter residential aged care is what to do with their former home.

Fixed term annuity strategies

In this article we will look at fixed term annuity strategies within SMSFs, during peak spending in retirement, as an alternative to term deposits and for non-residents.

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.