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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, go 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




Seminar Suite: Planning for Retirement

'Creating Wealth - Getting Started' seminar

Topics covered:

  • Getting started
  • Asset Classes and Risk
  • Strategies and Product Types
Location Date
Bathurst 4 December
Gymea 18 November
Lithgow 12 December
Mudgee 5 December
West Ryde 9 December

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'Understanding Superannuation' seminar

Topics covered:

  • How Superannuation Works
  • Who Can Contribute
  • Accumulations and Options Within Funds
  • Access to Superannuation
Location Date
Ballina 19 November

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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 Date
Gymea 18 November
Lawson 3 December
Liverpool 19 November (2 seminars)
West Ryde 9 December
Wollongong 18 November

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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 Date
Dubbo 26 November
Woy Woy 2 December

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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 Date
Ballina 19 November
Bega 3 December
Cooma 26 November
Grafton 19 November
Taree 9 December
Tuncurry 10 December

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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 Date
Dubbo 27 November
Kogarah 26 November
Nowra 24 November

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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 Date
Charlestown 28 November
Wallarah Bay 20 November

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'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 Date
Tweed Heads 27 November

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'Estate Planning for Younger People' seminar

Topics covered:

  • Intestacy and Wills
  • Guardianship and Enduring Power of Attorney
  • The Role of Insurance
  • Estate Plan Within Your Financial Plan
Location Date
Castle Hill 18 November

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'Global Economy - Investment Impacts' seminar

Topics covered:

  • The current economic challenges
  • People that are affected
  • How Centrelink can help
  • How FIS can help
Location Date
Bankstown 3 December
Port Macquarie 25 November (2 seminars)
Tweed Heads 18 November
Tweed Heads 24 November
Tweed Heads 4 December

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'Home Equity Loans for Older People' seminar

Topics covered:

  • What are Home Equity Conversion Loans?
  • Advantages and Disadvantages
  • Estate Issues
  • What are the Alternative Options?
Location Date
Auburn 2 December

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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 Date
Botany 19 November
Griffith 20 November
Orange 27 November
Young 4 December (2 seminars)

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'Protecting your Wealth' seminar

Topics covered:

  • Getting Started
  • Asset Classes and Risk
  • Stratergies
  • Product types
Location Date
Bankstown 26 November

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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 Date
Narellan 26 November

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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 Date
Kogarah 26 November

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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 Date
Castle Hill 18 November
Toronto 9 December

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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 Date
Ballina 19 November
Botany 19 November
Kogarah 26 November

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