Aug 04, 2026

CPD: Maximising Super Contributions Before Retirement

Learn how concessional, non-concessional, downsizer and spouse contribution strategies can help clients maximise super before retirement.
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July 09, 2026

CPD: The Two-Chapter Retirement – A Framework for Understanding Retiree Psychology

Explore the Two-Chapter Retirement framework and learn how retiree psychology, behavioural biases and confidence shape retirement outcomes.
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June 04, 2026

CPD: A TTR strategy for modern retirement

With millions of Australians approaching retirement, this CPD article examines how modern TTR strategies can help optimise income, super and retirement outcomes.
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Sept 09, 2025

CPD: Legacy vs liability: tax in estate planning

Estate planning ensures that a client’s legacy is passed on according to their wishes. In this article, we examine the importance of tax considerations in estate planning.
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Aug 07, 2025

CPD: Investor behaviour in retirement

We explore the behavioural, psychological and emotional factors that underpin financial decision-making in retirement.
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June 13, 2025

CPD: Retirement income strategy choices

There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies.
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May 07, 2025

CPD: Tax and Self-Managed Super Funds

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year.
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Apr 08, 2025

CPD: A new approach to assessing risks in retirement

We examine the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk.
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Mar 18, 2025

CPD: Risk and retirement

Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article explores these risks and the potential financial and emotional impacts on your clients.
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9 releases in total

Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.

Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.