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SMSF retirement strategies: Beyond traditional bucketing

On-demand CPD-accredited webinar featuring Accurium

Bucketing strategies have long been used by SMSF investors to help manage sequencing risk in retirement. But with retirees living longer and retirement income solutions continuing to evolve, is there a better way to structure retirement portfolios?

In this on-demand webinar, Accurium explore new research examining how traditional retirement bucketing strategies can be enhanced through the inclusion of guaranteed lifetime income. Drawing on stochastic modelling across more than 3,000 strategy scenarios, the research examines the potential impact on retirement income sustainability, spending confidence and legacy outcomes.

Presented by Melanie Dunn, Head of Technical Services at Accurium, and Justine Marquet, Technical Services Specialist at Allianz Retire+, the session provides practical insights for advisers supporting SMSF clients through retirement.

Key topics covered

  • The key risks retirees face in retirement, including longevity, market and sequencing risk
  • The role of retirement bucketing strategies in managing these risks
  • Findings from new SMSF research conducted by Accurium
  • How guaranteed lifetime income can complement a retirement bucket strategy
  • Which SMSF client profiles may benefit most from this approach
  • Key technical considerations for incorporating lifetime income within an SMSF
  • Estate planning and death benefit considerations

Why watch?

The webinar provides practical, research-backed insights into one of the most important questions facing SMSF retirees:

"Do I have enough savings and how much can I safely spend in retirement?"

Learn how combining investment flexibility with guaranteed lifetime income may help improve retirement confidence and outcomes for SMSF members.

 

This material is issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559 (Allianz Retire+). Allianz Retire+ is a registered business name of Allianz Australia Life Insurance Limited. This information is current as at September 2026 unless otherwise specified and is for general information purposes only. This information has been prepared specifically for authorised financial advisers in Australia and is not intended for retail investors. It does not take account of any person’s objectives, financial situation or needs. Before acting on anything contained in this material, you should consider the appropriateness of the information received, having regard to your objectives, financial situation and needs. The returns on Allianz Guaranteed Income for Life (AGILE) and AGILE Super+ are subject to a number of variables including investor elections, market performance and other external factors, and may differ from the information contained herein. Past performance is not a reliable indicator of future performance. No person should rely on the content of this material or act on the basis of anything stated in this material. Allianz Retire+ and its related entities, agents or employees do not accept any liability for any loss arising whether directly or indirectly from any use of this material. Use of the word ‘guarantee’ in this material refers to an assurance that certain conditions or contractual promises will be fulfilled by Allianz Retire+ from the available assets of its Statutory Fund No 2, in relation to the product terms. This includes ‘guaranteed’ income payments in the Lifetime Income Phase which will be paid from the available assets of Statutory Fund No 2, noting that Allianz Retire+ may terminate the product in certain limited circumstances as outlined in the Product Disclosure Statement referred below. Allianz Australia Life Insurance Limited is the issuer of AGILE and AGILE Super+. Prior to making an investment decision, investors should consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) which are available on our website (www.allianzretireplus.com.au).

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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.

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