Insights

Keep up to date with our latest insights and research

Feb. 25, 2025

Insights from the RBA February Cash Rate Announcement

After 15 months of keeping rates on hold, the Reserve Bank has joined the global rate cutting cycle reducing the cash rate by 0.25 percent to 4.10 percent.
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Feb. 19, 2025

Decumulation is not accumulation in reverse

Our latest report, "Towards a Retirement Income Philosophy," developed in collaboration with Ensombl, explores these nuances in depth, offering valuable insights from five leading financial advisers.
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Dec. 18, 2024

The Global Quest for Certainty

When it comes to the quest for reliable income in retirement, global retirement markets share many similarities. Drawing on the US experience, where innovative solutions have shaped retirement planning for over a decade, can offer Australia crucial perspectives as it develops its own strategies.
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Dec. 18, 2024

Improving the retirement phase of superannuation

On 20 November 2024, the Albanese Government announced a suite of policy reforms targeting the retirement phase of superannuation, including a proposed legislative change that will allow product providers and funds to offer new retirement product features. The policy changes include four measures designed to complement the Delivering Better Financial Outcomes Package reforming financial advice laws.
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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…
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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.
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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.
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Aug. 30, 2024

Unlock the secrets to a More Epic Retirement

Allianz Retire+ is excited to unveil our latest research report, revealing pivotal insights into the evolving retirement landscape. This comprehensive study, conducted in partnership with bestselling author and retirement educator Bec Wilson, explores how Australians are reimagining their post-work lives and what this means for retirement planning.
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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.
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52 releases in total

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