Victoria 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

'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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'Estate planning for older people' seminar

Topics covered:

• Your choice to own or not
• Wills and Intestacy
• Enduring Power of Attorney and Guardianship
• Its importance to your financial plan
• The dangers of poor planning

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'Protecting your asssets' seminar

Topics covered:

• May Budget initiatives
• Pension Bonus changes
• Pension Reform changes

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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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'Retrenched or leaving your job - your choices' seminar

Topics covered:

• Centrelink options while you look for work
• Superannuation issues
• Financial planning
• Looking for work

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