Subscribe to Horizons newsletter
Horizons is our newsletter designed for retirees or those planning for their retirement. Subscribe now to receive our latest information to help you live and age well in retirement in Australia.
Annual Members Meeting
- Minutes of Annual Members Meeting held on 8 December 2023
- Recording of Annual Members Meeting held on 8 December 2023
- Notice of Meeting
Annual Report
Board Meeting Attendances
Conflicts of Interest Policy - Summary
Director Nomination, Appointment and Removal
Executive Officer Information
- Directors 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 is not a Defined Benefit Fund and therefore does not 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 does not have proxy voting rights because the securities held in the fund don't have proxy voting entitlements.
Proxy Voting
Challenger Retirement Fund does not 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 and 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