The Future Safe Product Disclosure Statement was updated on 13 February 2021.
Learn more about the changes, and access updated forms and collateral.
Resources
Apply online
Enter your details and upload your supporting documents. If you save your application you can finish it later using an application ID,
which we’ll email to you.
*Before completing this application form, you should have read the Product Disclosure Statement dated 13 February 2021 (PDS) that provides information about investing in Future Safe that is issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782 AFS Licence No 296559.
Apply by form
Please complete the form at the back of the Product Disclosure Statement
and include all your supporting documents.
Updated Brochures
| Future Safe at a Glance A four page flyer built for financial advisers, providing an overview of Future Safe’s main features and benefits. |
 |
| Future Safe postcard An A5 postcard offering advisers a brief overview of Future Safe. |
|
| Future Safe demo tool Take clients through the rationale and workings of Future Safe. |
|
| Future Safe at a Glance An eight page flyer built for investors in or approaching retirement, providing an overview of Future Safe’s features and benefits |
|
| Future Safe at a Glance postcard A one page flyer that advisers can use with clients to explain Future Safe. |
|
| How we deliver on our promises Help clients understand how we invest their money and are able to meet our commitments. |
|
| Patricia PDF | 0.9 MB “I need to preserve my super balance and draw an income to supplement part-time earnings” |
|
| Christine PDF | 0.6 MB "I want to limit losses on my savings and invest in a tax efficient way." |
|
| Ricardo and Laura PDF | 0.6 MB "We’re happy as long as we limit losses on our super." |
|
Product Accreditation
New Future Safe advisers must complete a short training module to become accredited to write Future Safe policies.
Advisers who have completed the previous training module are NOT required to complete the new training module.
The Future Safe training module can be accesses via the Allianz Retire+ Adviser Portal.
Future Safe explainer video
Got a question? Need help?
Book a BDM chat