Upcoming FIS seminars in South Australia

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

Booking a FIS seminar

There are 2 ways to book a seminar.

You can email the FIS seminars booking team 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
  • how you found out about the seminar, such as a newspaper, flyer or Facebook

You can call our FIS seminar booking phone line and book over the phone.

Planning for retirement seminars

Understanding superannuation

Topics covered:

  • how superannuation works
  • who can contribute
  • accumulations and options within funds
  • access to superannuation
Location Venue Date and time
Adelaide Naylor House,
191 Pulteney Street
10 July, 4:15 pm to 5:45 pm
Mount Barker Mount Barker Service Centre,
30 Stephen Street
25 July, 2:30 pm to 4:30 pm
Modbury Modbury Service Centre,
96 Reservoir Road
7 August, 4:15 pm to 5:45 pm

Getting ready for retirement seminars

Age Pension and your choices

Topics covered:

  • income and assets tests
  • deeming investments
  • concession issues and tax issues
  • your retirement choices
Location Venue Date and time
Mount Barker Mount Barker Service Centre,
30 Stephen Street
4 July, 2:30 pm to 4:30 pm
Modbury Modbury Service Centre,
96 Reservoir Road
17 July, 4:15 pm to 5:45 pm
Oaklands Park Marion Service Centre,
8 Warracowie Way
22 August, 4:15 pm to 5:45 pm

Understanding retirement income streams

Topics covered:

  • how income streams work
  • options available
  • tax and Centrelink assessment
  • the consequences of your choices
Location Venue Date and time
Adelaide Naylor House,
191 Pulteney Street
10 July, 6 pm to 8 pm
Modbury Modbury Service Centre,
96 Reservoir Road
7 August, 6 pm to 8 pm
Mount Barker Mount Barker Service Centre,
30 Stephen Street
8 August, 2:30 pm to 4:30 pm

Living in retirement seminars

Currently, there are no living in retirement seminars scheduled.

Accommodation options in retirement

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
Oaklands Park Marion Service Centre,
8 Warracowie Way
18 July, 4:15 pm to 5:45 pm

General interest seminars

Aged care - fees and charges

Topics covered:

  • entry into different levels of care
  • fees and charges
  • options for your former home
  • pension issues
Location Venue Date and time
Oaklands Park Marion Service Centre,
8 Warracowie Way
20 June, 4:15 pm to 5:45 pm
Adelaide Naylor House,
191 Pulteney Street
26 June, 4:15 pm to 5:45 pm
Oaklands Park Marion Service Centre,
8 Warracowie Way
18 July, 6 pm to 8 pm

Estate planning for older people

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
Oaklands Park Marion Service Centre,
8 Warracowie Way
20 June, 6 pm to 8 pm
Adelaide Naylor House,
191 Pulteney Street
26 June, 6 pm to 8 pm
Modbury Modbury Service Centre,
96 Reservoir Road
17 July, 6 pm to 8 pm
Oaklands Park Marion Service Centre,
8 Warracowie Way
22 August, 6 pm to 8 pm

Borrowing to invest

Topics covered:

  • gearing and how it works
  • introducing margin lending
  • tax issues relating to gearing property and shares
  • getting finance
Location Venue Date and time
Adelaide Naylor House,
191 Pulteney Street
21 August, 4:15 pm to 5:45 pm

Home Equity loans for seniors

Topics covered:

  • understanding Home Equity Conversion loans
  • benefits
  • advantages and disadvantages
  • estate issues
  • how to get more information
Location Venue Date and time
Adelaide Naylor House,
191 Pulteney Street
21 August, 6 pm to 8 pm
No seminars in your area? Tell us what seminar you’re interested in and where you’d like it run.

Page last updated: 19 June 2018