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Insights

Keep up to date with our latest insights and research

Jun. 30, 2025

Not all income is created equal: structuring retirement portfolios to align with income needs

Understanding the hierarchy of retirement spending and the strategic structuring of income sources can make the difference between a comfortable retirement and a financially strained one.
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Jun. 30, 2025

Three compelling reasons why now is a good time to invest in AGILE

In today's unpredictable financial landscape, the challenges – and potential opportunities – of retirement planning are more pronounced than ever. Market volatility, economic uncertainty and geopolitical events are shining a light on asset allocation and the importance of risk mitigation.
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Jun. 30, 2025

Assessment of income for the Commonwealth Seniors Health Card

A much sought-after concession card for retiree clients who do not qualify for an income support payment, the Commonwealth Seniors Health Card (CSHC) confers a range of benefits and concessions.
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Jun. 27, 2025

Understanding the impact of rate cuts

As we navigate the complexities of the current economic environment, it's crucial to consider how these changes might impact your clients who are approaching retirement. With the recent GDP growth miss and the RBA potentially making several rate cuts this year, the financial landscape is shifting.
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May 21, 2025

Insights from the RBA May Cash Rate Announcement

The Reserve Bank of Australia (RBA) cuts rate to 3.85% amid growth concerns. With inflation returning to the RBA's target range for the first time since 2021, the decision reflects comfort in current data and forecasts.
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May 08, 2025

Exploring the Future of Retirement

Retirement is a dynamic phase of life, evolving beyond the traditional boundaries of work and leisure. To better understand this transformation, in collaboration with fiftyfive5, part of the Accenture Song group, we commissioned a qualitative research piece focusing on pre-retirees and early retirees' needs and motivations.
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Apr. 28, 2025

Social security indexation from 20 March 2025

Some government payment rates and limits have risen as a result of indexation. The maximum rate of pension for those on the Age Pension, Disability Support Pension and Carer Payment increased. Broadly, the maximum rate of these pensions has increased to $29,874 pa for a single and $45,037 pa for a couple combined.
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Apr. 28, 2025

Market volatility and retirement risk management

Ongoing market volatility and overall economic uncertainty are stark reminders of the challenges and opportunities faced by Australians when planning for retirement.
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Apr. 08, 2025

Market Mayhem: One for the History Books

The recent actions of the Trump administration have sent shockwaves through markets worldwide with the introduction of sweeping tariffs. While Trump may think he is playing chess while others are playing checkers—he may instead be playing Russian roulette with the US economy.
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48 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.

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