CPD Knowledge Hub

Mar. 06, 2024

CPD: Human behaviour in retirement

To best understand how and why clients make decisions about their finances, particularly in retirement, advisers must consider ‘investor behaviour’ and the factors that underpin those decisions.

Feb. 19, 2024

CPD: Super and tax – just the facts

While superannuation is arguably the most tax-effective way to save for retirement, it’s not tax free.

Dec. 05, 2023

CPD: The Most Significant Retirement Risk Of Them All

This CPD-accredited article examines sequencing risk which can be described as the risk that the order and timing of your client’s investment returns are unfavourable, resulting in less money for their retirement.

Nov. 17, 2023

CPD: Certainty – An Essential Ingredient for a Comfortable Retirement

The state of being completely sure or confident about something, certainty implies a high degree of confidence in a situation. As explored in this article, financial certainty is important to all clients at all stages of life, especially in retirement.

Oct. 10, 2023

CPD: Retirement Of The Future

Between now and 2028, 670,000 Australians intend to retire, taking the total number to almost five million. As our total population ages, what does that mean for the future of retirement? In this article, Australia’s current and future retirement landscapes are examined.

Aug. 10, 2023

CPD: New Frontiers – Australia’s Retirement Landscape (Part Three)

Parts one and two of this series examined the retirement landscape and the myriad of risks that face clients prior to and during retirement. In this third and final of the series, Allianz Retire+ examines the new approach to retirement planning so badly needed by Australia’s retirees.

Jul. 10, 2023

CPD: Risky Business – Australia’s Retirement Landscape (Part Two)

As discussed in part one of this series, Australians are experiencing a major societal transformation. In this second of the three part series, Allianz Retire+ explores both the controllable and uncontrollable risks that can impact retirement savings and the financial and emotional consequences these risks can present to your clients.

Jun. 22, 2023

CPD: Getting Older, Living Longer – Australia’s Retirement Landscape (Part One)

After 30 years of little to no innovation in retirement income strategies in Australia, the new world is looking positively different. In this first of a three-part series, we explore the changing retirement landscape in Australia today.

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.

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