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

• Creating wealth - getting started
• Understanding superannuation

Seminar suite: Getting ready for retirement

• Age Pension and your choices
• Understanding retirement income streams

Seminar suite: Living in retirement

• Understanding your pension
• Accommodation options in retirement

Seminar suite: General interest

• Aged care - fees and charges
• Borrowing to invest
• Estate planning for older people
• Financial fitness
• Financial planning and choosing a financial planner
• Investing for retirement
• Investing with safety
• Managing your money
• Protecting your assets
• Reducing your mortgage
• Retirement reality and investment choices
• Running your own super fund
• Salary sacrifice
• Understanding managed investments
• Understanding property investments
• Understanding risk
• Understanding shares
• Working beyond age pension age

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Seminar suite: Planning for retirement

'Creating wealth - getting started' seminar

Topics covered:

• Getting started
• Asset classes and risk
• Strategies and product types

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'Understanding superannuation' seminar

Topics covered:

• How superannuation works
• Who can contribute
• Accumulations and options within funds
• Access to superannuation

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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

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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

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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

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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

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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

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'Borrowing to invest' seminar

Topics covered:

• Gearing and how it works
• Introducing margin lending
• Tax issues relating to gearing property and shares
• Getting finance

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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

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'Financial fitness' seminar

Topics covered:

• Reviewing your financial position
• Investing with safety
• Asset classes and risk
• Estate planning

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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

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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

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'Investing with safety' seminar

Topics covered:

• Investment choices
• Investing with safety
• Global economy- investment impacts

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'Managing your money' seminar

Topics covered:

• Budgeting and saving
• Managing debts
• Planning for the future
• Protecting your assets

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'Protecting your assets' seminar

Topics covered:

• Asses classes and risks
• The role of insurance
• Reviewing your financial position
• Investing with safety
• Safe investment principles
• Introduction to personal insurance
• Introduction to general insurance

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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

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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

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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

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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

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'The art of spending' seminar

Topics covered:

• Getting started
• Asset classes and risk
• Strategies

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'Understanding managed investments' seminar

Topics covered:

• What are managed investments and how they work
• Research and monitoring
• Taxation and managed investments

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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

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'Understanding risk' seminar

Topics covered:

• Asset classes and risk
• Product risks

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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

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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

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