Client Portal FAQ

If you need to update or change your contact details, contact your financial adviser or call us on 1300 371 136. Alternatively, go to the ‘My Account’ section, download a ‘Change of details form’ complete and email it to administration@allianzretireplus.com.au.

Download 'Change of Details form' here.

To change your Client Portal password, go to ‘My Account’ section and click ‘Change Password’ on the left of the screen.

You will be redirected to the ‘Reset your password’ screen and prompted to create a new password that contains at least 8 characters, including a lowercase character, uppercase character and one number. Note that your password can’t contain your name.

If you need assistance changing a password contact our team on 1300 371 136 (Monday to Friday, 8:30am - 5:30pm AET).

The account balance or Investment Value displayed in the portal at any time is indicative. This is the value of your investment reflecting any withdrawals you have made, interest that has been credited or debited to your account, daily value adjustment, net of any applicable taxes and any fees deducted from or accrued to your policy.

Any interest or annual return amounts are only realised each year on the anniversary date of the investment.

The Withdrawal Summary provides you with an overview of your withdrawals and payments for the current policy year.

These include regular payments or lifetime income payments, ad hoc payments or partial withdrawals, required super payments, partial rollovers out and adviser service fees (if applicable). The balance is updated each day at close of business (5:30pm AET).

In mid-July of each year, a Payment Summary will be sent to you via email. The Payment Summary shows details of financial withdrawals and tax withholdings.

You can view and download tax statements via the Correspondence section on the Client Portal.

Any interest or annual returns amounts are calculated on an annual basis and are only credited or debited based on the index performance between Anniversary Dates (point to point). As a consequence, before the Anniversary Date any interest or annual return amount is indicative.

If you need further information, you can review the Product Disclosure Statement or contact your financial adviser. Alternatively, call us on 1300 371 136 or email administration@allianzretireplus.com.au