Insights

Oct. 30, 2024

Choices and trade-offs between capital access and income in retirement income streams

Lifetime income streams that align with the social security Capital Access Schedule receive special means test treatment under the Assets Test, but that comes with trade-offs – which not all clients need to make…

Oct. 17, 2024

Webinar: Unlock the secrets to an ‘epic’ retirement for your clients

Justine Marquet, Head of Technical Services at Allianz Retire+, recently sat down with best-selling author Bec Wilson to delve into Australia’s evolving retirement landscape.

Oct. 09, 2024

Video: Recipe for retirement readiness

In days gone by, retirement marked a definitive line in the sand; a hard deadline at which a person would hang up their boots and transition to a life of leisure, a life they'd live for the next 15 or 20 years.

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.

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.

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.

30 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.