Insights

Keep up to date with our latest insights and research

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.
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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.
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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.
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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.
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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?
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Mar. 08, 2024

Why Certainty is so important in retirement

Retirement is a time of great anticipation and excitement, but also carries with it a fair share of uncertainty. Which is hardly surprising after all; the transition from receiving a steady income to relying on savings and investments is a daunting prospect for many.
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Feb. 28, 2024

Conquering Uncertainty in Retirement

Retirement can often be overshadowed by uncertainty and fear, which is perfectly understandable when we consider that no one really knows what’s down the road.
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Dec. 12, 2023

Transform Retirement with Income Certainty

Saving for retirement starts with the very first superannuation contribution. While this passive accumulation of assets may start young, it’s not until later in life most Australians seriously plan for their post-work years.
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Nov. 21, 2023

Creating Certainty

A smart retirement portfolio helps to manage and mitigate risk and ensures clients’ savings work hard at every stage of retirement. As with any astute investment approach, tapping into diverse sources of retirement income is key when it comes to balancing risk and return. After a lifetime’s work, peace of mind is a reasonable expectation in retirement.
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32 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.

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