CPD Knowledge Hub

Nov. 18, 2024

CPD: Financial confidence and certainty in retirement

As an increasing number of Australians face retirement, there are mixed emotions. Will it be a time to realise dreams and accomplish long-held plans?

Oct. 04, 2024

CPD: Deceased estates and tax

Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death.

Sep. 13, 2024

CPD: The retirement spending plan

Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects…

Aug. 26, 2024

CPD: Strategies for the retirement income discussion

Whatever age and life stage of your clients, most will live a longer, healthier life than the generation that preceded them. Retirees today also typically enjoy a more active lifestyle.

Aug. 20, 2024

CPD: Estate planning and tax

Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article, examines some of the elements... Read more

Jun. 03, 2024

CPD: Philanthropy and tax

Philanthropy has a double benefit; it plays an important role by supporting charities, not-for-profits and community groups and comes with tax benefits for the benefactor.

May 22, 2024

CPD: Guaranteed lifetime income myths…busted!

As Australians live longer lives, the need for guaranteed lifetime income is greater than ever. In this article we explore some of the myths that prevail.

Apr. 24, 2024

CPD: The stages of retirement- the adviser’s role

Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning.

Apr. 19, 2024

CPD: SMSFs and tax

With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, explores the tax benefits of using SMSFs... Read more

17 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.

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