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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