Insights

Aug. 29, 2024

The value of protected investment growth

Market volatility is again in the headlines, which is why protected growth in the lead-up to retirement is so crucial.

Aug. 29, 2024

Social security: How income from boarders and lodgers is assessed

Social security - how income from boarders and lodgers is assessed and how it may impact the Age Pension or other social security benefits.

Jul. 26, 2024

The early adopter advantage in the retirement income space

Being an early adopter of guaranteed lifetime income products requires commitment, ongoing education and a willingness to embrace change. It’s important to be well-equipped to overcome misconceptions, manage reluctance and promote better understanding around the topic.

Jul. 04, 2024

Podcast: Advisers’ role in supporting the retirement transition

In the latest episode of the Relative Return podcast, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement.

Jun. 30, 2024

30 June Deadline For Catch-Up Concessional Contributions

With the end of the financial year approaching, now is the time to make any catch-up concessional contributions (CCs) for clients who have a total super balance of less than $500,000 and unused concessional contributions that accrued from the 2018-19 financial year onwards.

Jun. 05, 2024

The Retirement Revolution

The number of Australians aged over 80 is expected to triple by 2064, and in less than 20 years the number of people aged over 100 will have doubled. And, as we know, as we age our tolerance for risk diminishes and the pain of a loss is felt significantly more in our later years.

Jun. 05, 2024

Retirement Income Products Reframed

For decades, retirement planning has focused on helping clients to accumulate wealth; however, as lifespans lengthen and retirement journeys evolve, a new mindset has emerged. One that focuses not on accumulation, but on a reliable and sustainable income stream.

May 16, 2024

Retirement Perspectives: Empower Your Clients With Income And Peace Of Mind In Retirement

Australia’s demographics are shifting. The products and strategies that retirees have relied on for decades need to be optimised for a future where people are living longer. We have listened to the concerns of our clients and advice firms and have collaborated with leading platform provider HUB24 to launch AGILE.

Mar. 11, 2024

Video: Unlocking Retirement Certainty: Rethinking Retirement Income Portfolios.

Constructing a retirement portfolio is no easy feat, demanding a delicate balance of capital, income, and flexibility to adapt to changing circumstances. What if you could seamlessly de-risk a retirement portfolio, offering your clients a guaranteed lifetime income solution that not only alleviates longevity risk but also preserves access to capital?

27 releases in total

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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. PIMCO Australia Pty Ltd, ABN 54 084 280 508, AFSL 246862, provides investment management and other support services to Allianz Australia Life Insurance Limited.

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