Upcoming FIS seminars in New South Wales

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

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

Creating wealth - getting started seminar

Topics covered:

  • Getting started
  • Asset classes and risk
  • Strategies and product types
Location Venue Date and time
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
9 August, 10 am to 12 pm
Fairy Meadow Fraternity Club,
11 Bourke Street
15 August, 5:45 pm to 7:15 pm

Understanding superannuation seminar

Topics covered:

  • How superannuation works
  • Who can contribute
  • Accumulations and options within funds
  • Access to superannuation
Location Venue Date and time
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
Erina Erina Library,
Meeting Room, Erina Fair Shopping Centre
13 July, 6 pm to 8 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
17 July, 6:00 pm to 7:30 pm
Taree Manning Valley Information Centre,
21 Manning River Drive
20 July, 5:30 pm to 7:30 pm
Fairy Meadow Fraternity Club,
11 Bourke Street
25 July, 5:45 pm to 7:15 pm
Cabramatta Whitlam Library,
165 Railway Parade
27 July, 6:00 pm to 7:30 pm
Port Macquarie Port Macquarie Library,
Corner Grant and Gordon Streets
31 July, 5:30 pm to 7:30 pm
Bass Hill Rydges Bankstown,
874 Hume Highway, Corner Strickland Street
1 August, 6 pm to 8 pm
Blacktown Blacktown RSL Club,
Second Avenue
2 August, 6:00 pm to 7:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Rd
11 October, 10 am to 12 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
Albury Stanley Room A, Commercial Club,
Dean Street
30 May, 6 pm to 8 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
Mount Pritchard Mounties Club,
101 Meadows Road
4 July, 5:30 pm to 7:30 pm
Taree Taree Library, Interact Room,
242 Victoria Street
6 July, 10:30 am to 12:30 am
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Rd
12 July, 10 am to 12 pm
Port Macquarie Port Macquarie Library,
Corner Grant and Gordon Streets
18 July, 10:00 am to 11:30 am
Cabramatta Whitlam Library,
165 Railway Parade
20 July, 6:00 pm to 7:30 pm
Bass Hill Rydges Bankstown,
874 Hume Highway, Corner Strickland Street
25 July, 6 pm to 8 pm
Toukley Toukley Library,
Main Street
25 October, 10:30 am to 12:30 pm
Erina Erina Library,
Meeting Room, Erina Fair Shopping Centre
9 November, 6 pm to 8 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
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
Cabramatta Whitlam Library,
165 Railway Parade
27 July, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
4 August, 10 am to 12 pm
Erina Erina Library,
Meeting Room, Erina Fair Shopping Centre
10 August, 6 pm to 8 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
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
30 May, 2 pm to 4 pm
30 May, 6 pm to 8 pm
Camden Camden Service Centre,
16-22 Murray Street
6 June, 6:00 pm to 7:30 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
13 June, 6:00 pm to 7:30 pm
Nelson Bay Nelson Bay Resort and Conference Centre,
3 Government Road
14 June, 5:30 pm to 7:30 pm
Mount Pritchard Mounties Club,
101 Meadows Road
11 July, 5:30 pm to 7:30 pm
Charlestown Central Charlestown Leagues Club,
8 Bula Street
20 July, 6 pm to 8 pm
Toukley Toukley Library,
Main Street
26 July, 10:30 am to 12:30 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
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
2 June, 10 am to 12 pm
Tweed Heads South Tweed Heads South Service Centre, AO Training Room,
100 Blundell Boulevard
6 June, 9:30 am to 11:00 am
Grafton Grafton Library, Meeting Room 2,
Pound Street
14 June, 10:30 am to 2:00 pm
Coffs Harbour Coffs Community College,
Level 12 City Square, 90 Harbour Drive
15 June, 3:30 pm to 5:00 pm
Kempsey Kempsey-Macleay RSL,
York Lane, off Smith Street
19 June, 2:30 pm to 4:00 pm
Fairy Meadow Fraternity Club,
11 Bourke Street
4 July, 5:45 pm to 7:15 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
10 July, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
3 November, 10 am to 12 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
Mittagong Mittagong RSL,
Corner Old Hume Hwy/Bessemer Streeet
30 May, 10 am to 12 pm
Bondi Junction Waverley Library (Ron Lander Centre),
32-48 Denison Street
8 June, 6:30 pm to 8:00 pm
Gosford Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
8 June, 6 pm to 8 pm
Taree Taree Library, Interact Room,
242 Victoria Street
13 July, 1 pm to 3 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
18 July, 6:00 pm to 7:30 pm
Port Macquarie Port Macquarie Library,
Corner Grant and Gordon Streets
25 July, 10:30 am to 12:30 pm
Mount Pritchard Mounties Club,
101 Meadows Road
15 August, 5:30 pm to 7:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Rd
8 November, 10 am to 12 pm

Estate planning for older Australians 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
Tweed Heads Tweed Heads Bowls Club, Blue Room,
Wharf Street
7 June, 10 am to 12 pm
7 June, 6 pm to 8 pm
Biggera Waters Biggera Waters Service Centre,
95 Brisbane Road
13 June, 5:30 pm to 7:30 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
7 July, 10 am to 12 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
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road,
7 June, 10 am to 12 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road,
9 August, 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
Coffs Harbour Coffs Community College,
Level 12 City Square, 90 Harbour Drive
15 June, 5:00 pm to 6:30 pm
Tweed Heads Blue Room, Tweed Heads Bowls Club,
Wharf Street
20 June, 6 pm to 8 pm
The Entrance The Entrance Community Centre,
Block E, Room 1, Battley Ave
12 July, 6 pm to 8 pm
Woy Woy Woy Woy Library, Spike Milligan Room,
Blackwall Road
1 September, 10 am to 12 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
Kogarah St George Leagues Club,
124 Princes Highway
7 June, 7:30 pm to 9:00 pm
Cabramatta Whitlam Library,
165 Railway Parade
10 August, 6 pm to 7:30 pm
Erina Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
12 October, 6 pm to 8 pm

Salary sacrifice seminar

Topics covered:

  • How salary sacrifice works
  • Salary sacrifice to super and other choices
  • Taxation and salary sacrifice
  • Impact on family payment
Location Venue Date and time
Erina Erina Library - Meeting Room 2,
Erina Fair Shopping Centre
7 September, 6 pm to 8 pm

Understanding managed investments seminar

Topics covered:

  • What are managed investments and how they work
  • Research and monitoring
  • Taxation and managed investments
Location Venue Date and time
Barrack Heights Warilla Bowls and Recreation Club,
Jason Avenue
5 October, 6:30 pm to 8:30 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
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
Kogarah St George Leagues Club,
124 Princes Highway
7 June, 5:30 pm to 7:00 pm

Page last updated: 26 May 2017

This information was printed Tuesday 30 May 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.