Our Distribution team can help
Our Challenger Distribution team are experienced in helping advisers develop retirement strategies that help give clients confidence in retirement. You can request a call from a BDM or call us on 13 35 66.
Annual Members Meeting
- Minutes of Annual Members Meeting held on 8 December 2023
- Recording of Annual Members Meeting held on 8 December 2023
Annual Report
Board meeting attendance
Conflicts of Interest Policy - Summary
Director Nomination, Appointment and Removal
Executive Officer information
- Director and executive officers - Position summary
- Directors and executive officers - qualifications and experience
- Directors and executive officers - remuneration
Financial Services Guide
Fund Actuarial Report
Challenger Retirement Fund isn't a Defined Benefit Fund, so it doesn't require an actuarial report.
Governing Rules
The Trust Deed sets out the governing rules.
Insurance in Superannuation
- Financial Services Council – FSC Standard No.28 Claims Handling for Superannuation Funds
- Best Practice Vulnerable Consumers Guidance Paper
- Trustee Claims Philosophy
Member outcomes assessment
Outsourcing Providers
Proxy Voting Policy
Challenger Retirement Fund doesn't have proxy voting rights because the securities held in the fund don't have proxy voting entitlements.
Proxy Voting
Challenger Retirement Fund doesn't have proxy voting rights because the securities held in the fund don't have proxy voting entitlements.
Register of relevant interests and duties
Registrable Superannuation Entity Constitution
Registrable Superannuation Entity annual financial statement
- Challenger Retirement Fund - Annual Financial Report for the year ending 2024
- Challenger Retirement & Investment Services Limited - Annual Financial Report for the year ending 2024
Retirement Income Strategy
Significant Events
There have been no material changes to the Challenger Retirement Fund in the past two years.
Trust Deed (including Deed Amendments)
- Challenger Retirement Fund Consolidated Deed
- Deed of amendment - Challenger Retirement Fund dated 23/10/2020