Upcoming FIS seminars in Victoria

Find upcoming financial information service (FIS) seminars in Victoria.

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

Creating wealth - getting started seminar

Topics covered:

  • Getting started
  • Asset classes and risk
  • Strategies and product types
Location Venue Date and time
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
9 May, 7:00 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
Taylors Lakes Taylors Lakes Hotel, Starlight Convention Centre,
7 Melton Highway
20 June, 6 pm to 9 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
Ringwood Realm, Ringwood Library,
179 Maroondah Hwy
4 May, 6 pm to 8 pm
Box Hill Box Hill Town Hall, Whitehorse Room,
1022 Whitehorse Road
9 May, 6:30 pm to 8:30 pm
Geelong Geelong Library, 5th Floor,
51 Lt Malop Street
16 May, 6 pm to 8 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
16 May, 7:00 pm to 8:30 pm
Docklands Docklands Library,
107 Victoria Harbour Promenade
17 May, 6:30 pm to 8:30 pm
Taylors Lakes Starlight Convention Centre Taylors Lakes Hotel,
7 Melton Highway
23 May, 6:00 pm to 9:30 pm
Brunswick Moreland Service Centre,
172 Moreland Road
24 May, 2 pm to 4 pm
Frankston Chisholm TAFE Frankston,
Building D Rooms 306 and 307 Level 3
24 May, 6:30 pm to 8:30 pm
Preston Darebin Arts and Entertainment Centre,
Corner Bell Street and St Georges Road
5 June, 6:30 pm to 8:30 pm
Dandenong Chisholm TAFE Dandenong, Building A, Room 124,
121 Stud Road
14 June, 6:30 pm to 8:30 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
Geelong Geelong Library, 5th Floor,
51 Lt Malop Street
2 May, 6 pm to 8 pm
Sunbury Sunbury Service Centre,
33-37 Evans Street
3 May, 2:30 pm to 4:00 pm
Cheltenham Cheltenham Service Centre,
1242a Nepean Highway
4 May, 6:30 pm to 8:00 pm
Bairnsdale East Gippsland Library,
22 Service Street
9 May, 1 pm to 3 pm
Ringwood Realm, Ringwood Library,
179 Maroondah Hwy
18 May, 6 pm to 8 pm
Box Hill Box Hill Town Hall, Whitehorse Room,
1022 Whitehorse Road
23 May, 6:30 pm to 8:30 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
30 May, 7:00 pm to 8:30 pm
Docklands Docklands Library,
107 Victoria Harbour Promenade
31 May, 6:30 pm to 8:30 pm
Brunswick Moreland Service Centre,
172 Moreland Road
7 June, 2 pm to 4 pm
Preston Darebin Arts and Entertainment Centre,
Corner Bell Street and St Georges Road
26 June, 6:30 pm to 8:30 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
Hoppers Crossing Encore Events Centre,
80 Derrimut Road
1 May, 6 pm to 9 pm
Ringwood Realm, Ringwood Library,
179 Maroondah Hwy
11 May, 6 pm to 8 pm
Box Hill Box Hill Town Hall, Whitehorse Room,
1022 Whitehorse Road
16 May, 6:30 pm to 8:30 pm
Geelong Geelong Library, 5th Floor,
51 Lt Malop Street
23 May, 6 pm to 8 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
23 May, 7:00 pm to 8:30 pm
Docklands Docklands Library,
107 Victoria Harbour Promenade
24 May, 6:30 pm to 8:30 pm
Brunswick Moreland Service Centre,
172 Moreland Road
31 May, 2 pm to 4 pm
Frankston Chisholm TAFE Frankston,
Building D Rooms 306 and 307 Level 3
31 May, 6:30 pm to 8:30 pm
Taylors Lakes Starlight Convention Centre Taylors Lakes Hotel,
7 Melton Highway
6 June, 6 pm to 9 pm
Preston Darebin Arts and Entertainment Centre,
Corner Bell Street and St Georges Road
19 June, 6:30 pm to 8:30 pm
Dandenong Chisholm TAFE Dandenong, Building A, Room 124,
121 Stud Road
21 June, 6:30 pm to 8:30 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
Sunbury Sunbury Service Centre,
33-37 Evans Street
10 May, 10:30 am to 12:00 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
Taylors Lakes Starlight Convention Centre Taylors Lakes Hotel,
7 Melton Highway
9 May, 6 pm to 9 pm
Frankston Chisholm TAFE Frankston,
Building D Rooms 306 and 307 Level 3
17 May, 6:30 pm to 8:30 pm
Dandenong Chisholm TAFE Dandenong, Building A, Room 124,
121 Stud Road
7 June, 6:30 pm to 8:30 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
Bairnsdale East Gippsland Library Meeting Rm 1,
22 Service Street
2 May, 1 pm to 3 pm
Sunbury Sunbury Service Centre,
33-37 Evans Street
10 May, 2:30 pm to 4:00 pm
Box Hill Box Hill Town Hall, Whitehorse Room,
1022 Whitehorse Road
30 May, 6:30 pm to 8:30 pm
Brunswick Moreland Service Centre,
172 Moreland Road
14 June, 2 pm to 4 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
Geelong Geelong Library, 5th Floor,
51 Lt Malop Street
9 May, 6 pm to 8 pm
Taylors Lakes Starlight Convention Centre Taylors Lakes Hotel,
7 Melton Highway
16 May, 6 pm to 9 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
Box Hill Box Hill Town Hall, Whitehorse Room,
1022 Whitehorse Road
2 May, 6:30 pm to 8:30 pm
Docklands Docklands Library,
107 Victoria Harbour Promenade
10 May, 6:30 pm to 8:30 pm
Brunswick Moreland Service Centre,
172 Moreland Road
17 May, 2 pm to 4 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
Geelong Geelong Library, 5th Floor,
51 Lt Malop Street
30 May, 6 pm to 8 pm

Page last updated: 28 April 2017

This information was printed Saturday 29 April 2017 from humanservices.gov.au/customer/enablers/upcoming-fis-seminars-victoria 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.