Upcoming FIS seminars in New South Wales

Find upcoming financial information service (FIS) seminars in New South Wales.

On 1 January 2017, there will be changes to the assets test we use to calculate pensions. Read more about changes to the pension assets test.

Booking a FIS seminar

There are 2 ways to book a seminar. You can:

  1. email fis.seminar.bookings@humanservices.gov.au at least 3 days before the seminar and include:
    • the title, date and location of the seminar you want to go to
    • your phone number, or contact details, in case the seminar is cancelled
  2. call our FIS seminar booking phone line and book over the phone

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

Understanding superannuation seminar

Topics covered:

  • How superannuation works
  • Who can contribute
  • Accumulations and options within funds
  • Access to superannuation
Location Venue Date and time
Coffs Harbour Coffs Community College,
Level 12 City Square, Harbour Drive
30 March, 3:30 pm to 5:30 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
3 April, 5:45 pm to 7:45 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road,
19 April, 10 am to 12 pm
Grafton Grafton Community and Function Centre,
Duke Street
19 April, 10:15 am to 12:00 pm
East Maitland East Maitland Bowling Club,
Corner New England Highway and Banks Street
3 May, 5:30 pm to 8:00 pm
Bondi Junction Waverley Library (Ron Lander Centre),
32-48 Denison Street
4 May, 6 pm to 8 pm
Shellharbour The Shellharbour Club,
Corner Wattle and Shellharbour Road
8 May, 6 pm to 8 pm
Randwick Randwick Club,
135 Alison Road
24 May, 6 pm to 8 pm
Gymea Gymea Tradies,
The Kingsway
30 May, 6 pm to 8 pm
Cardiff Cardiff RSL,
45 Macquarie Road
7 June, 6 pm to 8 pm
Sydney York Conference and Function Centre, Level 2,
95 - 97 York Street
15 June, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
12 July, 6:00 pm to 7:30 pm

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
Bondi Junction Waverley Library (Ron Lander Centre),
32-48 Denison Street
30 March, 5:00 pm to 6:30 pm
Wollongong Wollongong Golf Club
151-161 Corrimal Street
3 April, 10:30 am to 12:00 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
5 May, 10 am to 12 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
8 May, 6:00 pm to 7:30 pm
Gymea Gymea Tradies,
The Kingsway
30 May, 3 pm to 5 pm
Cardiff Cardiff RSL,
45 Macquarie Road
21 June, 10 am to 12 pm

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
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
28 March, 2 pm to 4 pm
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
28 March, 6 pm to 8 pm
Bass Hill Rydges Bass Hill,
874 Hume Highway
30 March, 5:30 pm to 7:00 pm
Taree Manning Valley Visitor Information Centre (use rear entrance),
21 Manning River Drive
30 March, 5:30 pm to 7:30 pm
Bondi Junction Waverley Library (Ron Lander Centre)
32-48 Denison Street
30 March, 7:00 pm to 8:30 pm
Shellharbour The Shellharbour Club
Corner Wattle and Shellharbour Road
10 April, 6 pm to 8 pm
Murwillumbah Murwillumbah Golf Club,
Byangum Road
3 May, 2 pm to 4 pm
3 May, 6 pm to 8 pm
East Maitland East Maitland Bowling Club,
Corner New England Highway and Banks Street
31 May, 5:30 pm to 8:00 pm
Kogarah St George Leagues Club,
124 Princes Highway
12 July, 3:00 pm to 4:30 pm

Seminar suite: Living in retirement

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
Ballina Ballina RSL,
River Street
29 March, 10 am to 12 pm
Mount Pritchard Mounties Club,
101 Meadows Road
29 March, 6 pm to 8 pm
Coffs Harbour Coffs Community College,
Level 12 City Square, 90 Harbour Drive
30 March, 5:30 pm to 7:00 pm
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
3 April, 6 pm to 8 pm
Tweed Heads South Tweed Heads South Service Centre, AO Training Room,
100 Blundell Boulevard
4 April, 9:30 am to 11:30 am
Blacktown Blacktown RSL Club,
Second Avenue
12 April, 4 pm to 6 pm
Dee Why Dee Why RSL,
932 Pittwater Road
4 May, 6:00 pm to 7:30 pm
Casino Casino RSM Club,
Canterbury Street
10 May, 10 am to 12 pm
Cardiff Cardiff RSL,
45 Macquarie Road
10 May, 6 pm to 8 pm
Brunswick Heads Brunswick Heads Community Centre,
South Beach Road
17 May, 10 am to 12 pm
Raymond Terrace Muree Golf Club,
7 Walker Crescent
17 May, 5:30 pm to 7:30 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
22 May, 5:45 pm to 7:45 pm
Shellharbour The Shellharbour Club,
Corner Wattle and Shellharbour Road
22 May, 6 pm to 8 pm
Lismore Lismore Workers Club,
Keen Street
24 May, 10 am to 12 pm
Nelson Bay Nelson Bay Resort and Conference Centre,
3 Government Road
14 June, 5:30 pm to 7:30 pm

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
Blacktown Blacktown RSL Club,
Second Avenue
5 April, 4 pm to 6 pm
East Maitland East Maitland Bowling Club,
Corner New England Highway and Banks Street
5 April, 5:30 pm to 8:00 pm
Murwillumbah Murwillumbah Golf Club,
Byangum Road
5 April, 2 pm to 4 pm
5 April, 6:30 pm to 8:30 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
13 April, 6 pm to 8 pm
Mount Pritchard Mounties Club,
101 Meadows Road
19 April, 6 pm to 8 pm
Penrith Joan Sutherland Performing Arts Centre,
597 High Street
10 May, 3 pm to 5 pm
Brunswick Heads Brunswick Heads Community Centre,
South Beach Road
12 April, 10 am to 12 pm
Cardiff Cardiff RSL,
45 Macquarie Road
12 April, 6 pm to 8 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
2 June, 10 am to 12 pm
Grafton Grafton Library, Meeting Room 2,
Pound Street
14 June, 10:30 am to 2:00 pm
Kempsey Kempsey-Macleay RSL,
York Lane, off Smith Street
19 June, 2:30 pm to 4:00 pm

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
Cardiff Cardiff RSL,
45 Macquarie Road
29 March, 10 am to 12 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
6 April, 6 pm to 8 pm
Mount Pritchard Mounties Club,
101 Meadows Road
12 April, 6 pm to 8 pm
Blacktown Blacktown RSL Club,
Second Avenue
19 April, 6 pm to 8 pm
Nelson Bay Nelson Bay Resort and Conference Centre,
3 Government Road
19 April, 5:30 pm to 7:30 pm
Penrith Joan Sutherland Performing Arts Centre,
597 High Street
26 April, 6 pm to 8 pm
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
1 May, 6 pm to 8 pm
Tweed Heads South Tweed Heads South Service Centre, AO Training Room,
100 Blundell Boulevard
2 May, 9:30 am to 11:30 am
Grafton Grafton Library, Meeting Room 2,
Pound Street
17 May, 10:15 am to 12:00 pm
Kempsey Kempsey-Macleay RSL,
York Lane, off Smith Street
22 May, 2:30 pm to 4:00 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
22 May, 6 pm to 7:30 pm
Cardiff Cardiff RSL,
45 Macquarie Road
24 May, 6 pm to 8 pm
Toukley Toukley Library,
Main Road
24 May, 10:30 am to 12:30 pm
Bondi Junction Waverley Library (Ron Lander Centre),
32-48 Denison Street
8 June, 6 pm to 8 pm
Gosford Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
8 June, 6 pm to 8 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
Blacktown Blacktown RSL Club,
Second Avenue
26 April, 6 pm to 8 pm
Mount Pritchard Mounties Club,
101 Meadows Road
26 April, 6 pm to 8 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
27 April, 6 pm to 8 pm

Investing for retirement seminar

Topics covered:

  • Fees and costs
  • The financial planning process
Location Venue Date and time
Erina Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
11 May, 6 pm to 8 pm

Investing with safety seminar

Topics covered:

  • Fees and costs
  • The financial planning process
Location Venue Date and time
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
11 May, 6 pm to 8 pm
Mount Pritchard Mounties Club,
101 Meadows Road
17 May, 6 pm to 8 pm

Managing your money/Creating Wealth seminar

Topics covered:

  • Budgeting and saving
  • Managing debts
  • Planning for the future
  • Protecting your assets
Location Venue Date and time
Erina Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
13 April, 6 pm to 8 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road,
7 June, 10 am to 12 pm

Retirement reality and investment choices seminar

Topics covered:

  • 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
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
7 April, 10 am to 12 pm

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
26 April, 6 pm to 8 pm

Running your own super fund seminar

Topics covered:

  • How DIY superannuation works
  • Advantages and disadvantages
  • Setup fees and costs
  • Administration requirements
Location Venue Date and time
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
28 March, 6:00 pm to 7:30 pm
Sydney The York Conference and Function Centre,
Level 2, 99 York Street
20 April, 7:30 pm to 9:00 pm
Kogarah St George Leagues Club,
124 Princes Highway
7 June, 7:30 pm to 9:00 pm
East Maitland East Maitland Bowling Club,
Corner New England Highway and Banks Street
28 June, 5:30 pm to 8:00 pm

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
Camden Camden Service Centre,
16-22 Murray Street
4 April, 6:00 pm to 7:30 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
12 April, 6:00 pm to 7:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
10 May, 10 am to 12 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
19 June, 5.45 pm to 7.45 pm
Shellharbour The Shellharbour Club,
Corner Wattle and Shellharbour Road
19 June, 6 pm to 8 pm

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
Sydney The York Conference and Function Centre,
Level 2, 99 York Street
20 April, 5:30 pm to 7:00 pm
Camden Camden Service Centre,
16-22 Murray Street
26 April, 6:00 pm to 7:30 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
2 May, 6:00 pm to 7:30 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
4 May, 6 pm to 8 pm
Dee Why Dee Why RSL,
932 Pittwater Road
4 May, 8:00 pm to 9:30 pm
Mount Pritchard Mounties Club,
101 Meadows Road
10 May, 6 pm to 8 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
10 May, 10 am to 12 pm
Kogarah St George Leagues Club,
124 Princes Highway
7 June, 5:30 pm to 7:00 pm

Working beyond age pension age 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
Grafton Grafton Community and Function Centre,
Duke Street
26 April, 10:30 am to 12:00 pm
Coffs Harbour Cavanbah Centre, Room B,
191 Harbour Drive (Near Coles roundabout)
27 April, 2:30 pm to 4:00 pm
Kempsey Kempsey-Macleay RSL,
York Lane, off Smith Street
28 April, 2:30 pm tp 4:00 pm

Page last updated: 28 March 2017

This information was printed Wednesday 29 March 2017 from humanservices.gov.au/customer/enablers/upcoming-fis-seminars-new-south-wales It may not include all of the relevant information on this topic. Please consider any relevant site notices at humanservices.gov.au/siteinformation when using this material.