Services
New South Wales Financial Information Service seminars
Financial Information Service seminars are grouped into seminar suites according to their target audience. Select a seminar title for information on topics covered and seminar locations and dates.
For information on how to book into a seminar, refer to the Financial Information Service seminars page.
Seminar suite: Planning for retirement
Seminar suite: Getting ready for retirement
Seminar suite: Living in retirement
Seminar suite: General interest
- Aged care - fees and charges
- Estate planning for older people
- Financial planning and choosing a financial planner
- Home equity loans for Seniors
- Investing for retirement
- Investing with safety
- Managing your money
- Reducing your mortgage
- Retirement reality and investment choices
- Retrenched or leaving your job
- Running your own super fund
- Salary sacrifice
- Understanding property investments
- Understanding shares
- Working beyond age pension age
Seminar suite: Planning for retirement
'Creating wealth - getting started' seminar
Topics covered:
- Getting started
- Asset classes and risk
- Strategies and product types
| Location | Venue | Date and time |
|---|---|---|
| Cabramatta | Cabravale Leisure Centre, Corner Bareena & Broomfield Streets |
7 February, 6.00 pm to 8.00 pm |
| Windsor | Hawkesbury Library, 300 George Street |
21 February, 6.30 pm to 8.00 pm |
| Tweed Heads | The Terraces Room, Twin Towns Resort |
23 February, 6.00 pm to 7.30 pm |
| Nowra | Centrelink Office 4 Lawrence Ave |
5 March, 5.30 pm to 7.00 pm |
| Richmond | The Richmond Club 6 East Market St |
14 March, 3.00 pm to 4.30 pm |
| St Marys | St Marys Band Club 411 Great Western Hwy |
20 March, 3.00 pm to 4.30 pm |
| Campbelltown | Centrelink Campbelltown 8-10 Browne Street |
3 April, 6.00 pm to 7.30 pm |
| Port Macquarie | Quality Resort Sails 20 Park Street |
4 April, 5.00 pm to 7.00 pm |
| Wollongong | Centrelink Wollongong 43 Burelli Street |
17 April, 6.00 pm to 8.00 pm |
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'Understanding superannuation' seminar
Topics covered:
- How superannuation works
- Who can contribute
- Accumulations and options within funds
- Access to superannuation
| Location | Venue | Date and time |
|---|---|---|
| Richmond | The Richmond Club 6 East Market St |
8 February, 6.00 pm to 7.30 pm |
| St Marys | St Marys Band Club 411 Great Western Hwy |
14 February, 6.00 pm to 7.30 pm |
| Mosman | Mosman Art Gallery & Community Centre, Art Gallery Way Cnr of Broomfield and Bareena St |
22 February, 6:00 pm to 7:45 pm |
| Sydney | The York Conference and Function Centre Lvl 2, 99 York St |
23 February, 5.30 pm to 7.00 pm |
| Tuggerah | Tuggerah Library, Westfield Shopping Centre |
24 February, 10.00 am to 12.00 pm |
| Windsor | Hawkesbury Library, 300 George Street |
28 February, 10.30 am to 12.30 pm |
| Randwick | Ranwick Labor Club 135 Alison Road |
5 March, 6.30 pm to 8.30 pm |
| Cabramatta | Cabravale Leisure Centre, Cnr of Broomfield and Bareena St |
6 March, 6:00 pm to 8:00 pm |
| Taree | Taree Community College 5 Macquarie Street, Taree |
7 March, 5:30 pm to 7:30 pm |
| Nowra | Centrelink Office 4 Lawrence Ave |
12 March, 5.30 pm to 7.00 pm |
| Camden | Camden Civic Centre Corner Mitchell & Oxley Streets, Camden |
13 March, 6:00 pm to 8:00 pm |
| Liverpool | Centrelink Liverpool First Floor, 211 Northumberland Street |
14 March, 6:00 pm to 7:30 pm |
| Parramatta | Parramatta City Library Civic Place |
27 March, 5.30 pm to 7.30 pm |
| Campbelltown | Centrelink Campbelltown 8-10 Browne Street |
17 April, 6.00 pm to 7.30 pm | Port Macquarie | Quality Resort Sails, 20 Park Street |
18 April, 5.00 pm to 7.00 pm |
| Blacktown | Blacktown RSL Club Second Avenue |
24 April, 6.00 pm to 8.00 pm |
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Seminar suite: Getting ready for retirement
'Age Pension and your choices' seminar
Topics covered:
- Income and assets tests
- Deeming investments
- Concession issues and tax issues
- Your retirement choices
| Location | Venue | Date and time |
|---|---|---|
| Hornsby | Hornsby RSL, 4 High Street |
22 February, 6.00 pm to 7.30 pm |
| Wollongong | Centrelink Office Wollongong 43 Burelli St |
28 February, 6.00 pm to 8.00 pm |
| Campbelltown | Centrelink Campbelltown 8-10 Browne Street |
28 February, 6.00 pm to 8.00 pm |
| Randwick | Randwick Labor Club, 135 Alison Road |
5 March, 10.30 am to 12.00 pm |
| Randwick | Randwick Labor Club, 135 Alison Road |
5 March, 2.30 pm to 4.00 pm |
| Nowra | Nowra Centrelink, 4 Lawrence Ave |
5 March, 10:00 am to 11:30 am |
| Burwood | Burwood RSL Club, 96 Shaftesbury Rd |
13 March, 6.00 pm to 7.30 pm |
| Springwood | Springwood Sports Club, 83 Macquarie Road |
14 March, 4.00 pm to 5.30 pm |
| Richmond | The Richmond Club, 6 East Market Street |
11 April, 3.00 pm to 4.30 pm |
| Blacktown | Blacktown Centrelink, Training Room 8, First Avenue |
17 April, 2.00 pm to 4.00 pm |
| Fairfiled | Fairfield Centrelink, Level 1, 29-33 Barbara Street |
17 April, 9.30 am to 10.30 am |
| St Marys | St Marys Band Club, 411 Great Western Highway |
17 April, 3.00 pm to 4.30 pm |
| Liverpool | Liverpool Centrelink, First Floor, 211 Northumberland Street |
18 April, 9.00 am to 10.00 am |
| Tuggerah | Tuggerah Library, Westfield Shopping Centre |
27 April, 10.00 am to 12.00 pm |
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'Understanding retirement income streams' seminar
Topics covered:
- How income streams work
- Options available
- Tax and Centrelink assessment
- The consequences of your choices
| Location | Venue | Date and time |
|---|---|---|
| Camden | Camden Civic Centre, Corner Mitchell & Oxley Streets |
21 February, 6.00 pm to 8.00 pm |
| Bankstown | Bankstown Business Advisory, 66-72 Rickard Road |
22 February, 5.00 pm to 7.00 pm |
| Sydney | The York Conference and Function Centre , Lvl 2, 99 York St |
23 February, 7.30 pm to 9.00 pm |
| Blacktown | Blacktown RSL, Second Avenue |
28 February, 6.00 pm to 8.00 pm |
| Caringbah | Caringbah Tradies, Banksia Road |
28 February, 6.30 pm to 8.15 pm |
| Campbelltown | Campbelltown Centrelink, 8-10 Browne Street |
6 March, 6.00 pm to 7.30 pm |
| Hornsby | Hornsby Library, 28-44 George St |
6 March, 1.00 pm to 2.30 pm |
| Wollongong | Centrelink Office, 43 Burelli Street |
6 March, 6.00 pm to 8.00 pm |
| Nowra | Centrelink Office, 4 Lawrence Ave |
12 March, 10.00 am to 11.30 am |
| Richmond | The Richmond Club, 6 East Market St |
14 March, 6.00 pm to 7.30 pm |
| Taree | Taree Community College, 5 Macquarie Street |
14 March, 5.30 pm to 7.30 pm |
| St Marys | St Marys Band Club, 411 Great Western Hwy |
20 March, 6.00 pm to 7.30 pm |
| Tuggerah | Tuggerah Library, Westfield Shopping Centre |
23 March, 10.00 am to 12.00 pm |
| Parramatta | Parramatta City Library, Civic Place |
3 April, 5.30 pm to 7.30 pm |
| Fairfield | Fairfield Centrelink, Level 1, 29-33 Barbara Street |
7 April, 11.00 am to 12.15 pm |
| Liverpool | Liverpool Centrelink, First Floor, 211 Northumberland Street |
18 April, 10.30 am to 12.00 pm |
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Seminar suite: Living in retirement
'Understanding your pension' seminar
Topics covered:
- Choices and consequences
- Making the most of your pension
- Centrelink assessment issues
- Rights and obligations
| Location | Venue | Date and time |
|---|---|---|
| Windsor | Hawkesbury Library, 300 George Street |
7 February, 10.30 am to 12.30 pm |
| Liverpool | Centrelink Liverpool Level 1, 211 Northumberland St |
8 February, 9.00 am to 10.00 am |
| Raymond Terrace | Raymond Terrace Baptist Church, Benjamin Lee Drive |
8 February, 5.30 pm to 7.30 pm |
| Fairfield | Fairfield Centrelink Office, Level 1, 29-33 Barbara Street |
15 February, 9.30 am to 10.30 am |
| South Tweed Heads | Tweed Heads Centrelink, 100 Blundell Blvd |
14 February, 9.30 am to 11.00 am |
| Bathurst | Bathurst Convention & Function Centre, Cnr Howick and Peel Streets |
21 February, 2.00 pm to 3.30 pm |
| Hurstville | Club Central, Crofts Avenue |
22 February, 5.00 pm to 6.30 pm |
| Springwood | Springwood Sports Club, 83 Macquarie Road |
22 February, 3.00 pm to 4.30 pm |
| Orange | Centrelink Office, 227-231 Summer Street |
23 February, 2.00 pm to 3.30 pm |
| Caringbah | Caringbah Tradies, Banksia Road |
28 February, 1.00 pm to 2.30 pm |
| Caringbah | Caringbah Tradies, Banksia Road |
28 February, 4.00 pm to 5.30 pm |
| Gloucester | CWA Rooms, 108 Church Street |
28 February, 1.00 pm to 3.00 pm |
| South Tweed Heads | Tweed Heads Centrelink, 100 Blundell Blvd |
28 February, 9.30 am to 11.00 am |
| Nowra | Nowra Centrelink, 4 Lawrence Ave |
5 March, 2.00 pm to 3.30 pm |
| Hornsby | Hornsby RSL club 4 High Street |
21 March, 8.00 pm to 9.30 pm |
| Dapto | Kurrajong Hall, 2 Ribbonwood Centre Princes Highway |
21 March, 9.30 am to 10.30 am |
| Taree | Taree Community College, 5 Macquarie St |
21 March, 5.30 pm to 7.30 pm | Sutherland | Sutherland Entertainment Centre, Eton St |
27 March, 4.00 pm to 5.30 pm |
| Chatswood | Chatswood CSC 56 - 64 Archer St |
28 March, 2.30 pm to 4.30 pm |
| Camden | Camden Civic Centre Cnr Mitchell and Oxley Streetst |
3 April, 10.00 am to 11.30am |
| Dapto | Ribbonwood Centre, Scribbly Gum Room, Princes Highway |
10 April, 3.00 pm to 5.00 pm |
| Chatswood | Chatswood Centrelink 56-64 Archer Street |
18 April, 2.30 pm to 4.30 pm |
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'Accommodation options in retirement' seminar
Topics covered:
- Your choice to own or not
- How financial considerations can alter choice
- Centrelink assessment for each choice
- Financial advantages and disadvantages
| Location | Venue | Date and time |
|---|---|---|
| Liverpool | Centrelink Liverpool Level 1, 211 Northumberland St |
8 February, 10.30 am to 12.00 pm |
| Burwood | Burwood RSL Club, 96 Shaftesbury Rd |
21 February, 4.00 pm to 6.00 pm |
| Springwood | Springwood Sports Club, 83 Macquarie Road |
22 February, 5.00 pm to 6.30 pm |
| Nowra | Centrelink Office, 4 Lawrence Ave |
7 March, 10.00 am to 11.30 am |
| Dapto | Kurrajong Hall 2, Ribbonwood Centre, Princes Highway |
21 March, 2.00 pm to 4.00 pm |
| Camden | Camden Civic Centre, Cnr Mitchell and Oxley Streets |
3 April, 1.00 pm to 2.30 pm |
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Seminar suite: General interest
'Aged care - fees and charges' seminar
Topics covered:
- Entry into different levels of care
- Fees and charges
- Options for your former home
- Pension issues
| Location | Venue | Date and time |
|---|---|---|
| Cabramatta | Cabravale Leisure Centre, Corner Bareena & Broomfield Streets |
28 February, 6.00 pm to 8.00 pm |
| Charlestown Square | Charlestown Community Centre, Frederick Street |
14 March, 9.30 am to 11.30 am |
| Hornsby | Hornsby RSL club, 4 High Street |
21 March, 6.00 pm to 7.30 pm |
| Tweed Heads | Twin Towns Services Club, Renaissance Room |
28 March, 6.00 pm to 7.30 pm |
'Estate planning for older people' seminar
Topics covered:
- Intestacy and wills
- Guardianship and enduring power of attorney
- The role of insurance
- Estate plan within your financial plan
| Location | Venue | Date and time |
|---|---|---|
| Dapto | Kurrajong Hall 2 Ribbonwood Centre, Princes Highway |
21 March, 10.45 am to 11.45 am |
| Fairfield | Centrelink, Level 1, 29-33 Barbara Street |
27 March, 3.00 pm to 4.30 pm |
| Liverpool | Centrelink Liverpool First Floor, 211 Northumberland Street |
28 March, 3.00 pm to 4.30 pm |
| Bankstown | Bankstown Business Advisory, Ground floor, 66-72 Rickard Road |
4 April, 5.00 pm to 6.30 pm |
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'Financial planning and choosing a financial planner' seminar
Topics covered:
- Fees and costs
- Disclosure rules
- The financial planning process
- What to consider when choosing a financial planner
| Location | Venue | Date and time |
|---|---|---|
| Burwood | Burwood RSL Club, 96 Shaftesbury Rd |
21 February, 6.30 pm to 8.00 pm |
| Port Macquarie | Quality Resort Sails, 20 Park Street |
7 March, 5.00 pm to 7.00 pm |
| Cabramatta | Cabravale Leisure Centre, Cnr of Bareena and Broomfield St |
27 March, 6.00 pm to 8.00 pm |
| Liverpool | Centrelink Liverpool First Floor 211 Northumberland Street |
28 March, 6.00 pm to 7.30 pm |
| Penrith | Joan Sutherland Centre, 597 High Street, Penrith 2750 |
29 March, 4.30 pm to 6.00 pm |
| Springwood | Springwood Sports Club 83 Macquarie Road |
18 April, 2.00 pm to 3.30 pm |
'Home equity loans for Seniors' seminar
Topics covered:
- What are home equity conversion loans
- Advantages and disadvantages
- Estate issues
- The alternative options
| Location | Venue | Date and time |
|---|---|---|
| Hornsby | Hornsby RSL, 4 High Street |
22 February, 8.00 pm to 9.00 pm |
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'Investing for retirement' seminar
Topics covered:
- Financial aims
- Investment choices
- Investing with safety
- Financial planning issues and choosing a financial planner
| Location | Venue | Date and time |
|---|---|---|
| Penrith | Joan Sutherland Centre, 597 High Street |
14 March, 5.30 pm to 7.00 pm |
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'Investing with safety' seminar
Topics covered.
- Investment choices
- Investing with safety
- Global economy- investment impacts
| Location | Venue | Date and time |
|---|---|---|
| Port Macquarie | Quality Resort Sails, 20 Park Street |
21 March, 5.00 pm to 7.00 pm |
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'Managing your money' seminar
Topics covered:
- Budgeting and saving
- Managing debts
- Planning for the future
- Protecting your assets
| Location | Venue | Date and time |
|---|---|---|
| Mayfield | Mayfield Diggers RSL, 58 Hanbury Street |
28 February, 5.30 pm to 7.30 pm |
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'Reducing your mortgage' seminar
Topics covered:
- Financing options
- Different strategies
- Is now the best time to reduce your mortgage
- Maintaining a balance - other options
| Location | Venue | Date and time |
|---|---|---|
| Bankstown | Bankstown Business Advisory, Ground Floor, 66-72 Rickard Rd |
13 March, 6.00 pm to 8.00 pm |
| Raymond Terrace | Raymond Terrace Bowling Club, 2 Jacaranda Avenue |
14 March, 2.00 pm to 4.00 pm |
| The Junction | Bimet Executive Lodge, 121 Union Street |
14 March, 6.00 pm to 8.00 pm |
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'Retirement reality and investment choices' seminar
- Government policy
- Working out how much you need to retire on
- Investment options to prepare yourself
- When should I retire
| Location | Venue | Date and time |
|---|---|---|
| Richmond | The Richmond Club 6 East Market St |
8 February, 3.00 pm to 4.30 pm |
| St Marys | St Marys Band Club 411 Great Western Hwy |
14 February, 3.00 pm to 4.30 pm |
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'Retrenched or leaving your job - your choices' seminar
Topics covered:
- Centrelink options while you look for work
- Superannuation issues
- Financial planning
- Looking for work
| Location | Venue | Date and time |
|---|---|---|
| Cardiff | Cardiff RSL, 45 Macquarie Road |
22 February, 6.00 pm to 8.00 pm |
| Rutherford | Monte Pio, New England Highway |
23 February, 6.00 pm to 8.00 pm |
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'Running your own super fund' seminar
Topics covered:
- How D.I.Y superannuation works
- Advantages and disadvantages
- Setup fees and costs
- Administration requirements
| Location | Venue | Date and time |
|---|---|---|
| Mosman | Mosman Art Gallery & Community Centre, Art Gallery Way |
22 February, 8.00 pm to 10.00 pm |
| Sydney | The York Conference and Function Centre, Lvl 2, 99 York St |
21 March, 7.30 pm to 9.00 pm |
| Penrith | Joan Sutherland Centre, 597 High Street, Penrith 2750 |
29 March, 2.30 pm to 4.00 pm |
| Springwood | Springwood Sports Club, 83 Macquarie Road |
18 April, 4.00 pm to 5.30 pm |
| Camden | Camden Civic Centre, 96 Shaftesbury Road |
23 April, 6.00 pm to 8.00 pm |
| Burwood | Burwood RSL Club, 96 Shaftesbury Road |
24 April, 6.00 pm to 7.30 pm |
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'Salary sacrifice' seminar
Topics covered:
- How salary sacrifice works
- Salary sacrifice to super and other choices
- Taxation and salary sacrifice
- Impact on family payment
| Location | Venue | Date and time |
|---|---|---|
| Charlestown Square | Charlestown Community Centre, Frederick Street |
27 March, 5.30 pm to 7.30 pm |
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'Understanding property investments' seminar
Topics covered:
- Investing in the property market
- Different types of property and their features
- Financing options and rates of return
- Taxation and property investment
| Location | Venue | Date and time |
|---|---|---|
| Burwood | Burwood RSL Club, 96, Shaftesbury Rd |
20 March 6.00 pm to 7.30 pm |
| Toronto | Toronto Baptist Church, 186 The Boulevarde |
28 March 5.30 pm to 7.30 pm |
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'Understanding shares' seminar
Topics covered:
- What are shares and how the share market works
- Research, monitoring and trading
- Positives and negatives
- Taxation and shares
| Location | Venue | Date and time |
|---|---|---|
| Cardiff | Cardiff RSL, 45 Macquarie Road |
15 February, 6.00 pm to 8.00 pm |
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'Working beyond age pension age' seminar
Topics covered:
- Your choices at Age Pension age
- Pension Bonus Scheme
- How the income test works
- Taxation and superannuation initiatives
| Location | Venue | Date and time |
|---|---|---|
| Burwood | Burwood RSL Club, 96 Shaftesbury Rd |
7 February, 6.00 pm to 7.30 pm |
| Blacktown | Blacktown RSL, Second Avenue |
14 February, 6.00 pm to 8.00 pm |
| Hurstville | Club Central, Crofts Avenue |
22 February, 7.00 pm to 8.30 pm |
| Nowra | Nowra Centrelink, 4 Lawrence Ave |
12 March, 2.00 pm to 3.30 pm |
| Sydney | The York Conference and Function Centre Lvl 2, 99 York St |
21 March, 5.30 pm to 7.00 pm |
| Richmond | The Richmond Club, 6 East Market Street |
11 April, 6.00 pm to 7.30 pm |
| St Marys | St Marys Band Club, 411 Great Western Highway |
17 April, 6.00 pm to 7.30 pm |
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