Financial Information Service

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 email the FIS seminars booking team at least 3 days before the seminar. Don't forget to 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 also 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
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
23 May, 10 am to 12 pm
Gymea The Tradies,
The Kingsway
29 May, 3:00 pm to 4:30 pm
Windsor Tebbutt Room, Deerubbin Centre,
300 George Street
7 June, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
11 July, 6:00 pm to 7:30 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
Dee Why Dee Why RSL Club,
932 Pittwater Road
24 May, 6:00 pm to 7:30 pm
Sydney Woollahra Library - To book call Woollahra Library on 9391 7166,
451 New South Head Road
29 May, 10:30 am to 12:00 pm
Wallsend Wallsend Library,
30 Bunn Street
29 May, 5:30 pm to 7:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
1 June, 10 am to 12 pm
Ryde Epping Leisure and Learning Centre - To book call Epping Library at 02 9806 5843,
Chambers Court
12 June, 6:30 pm to 8:00 pm
Charlestown Central Charlestown Leagues Club,
8 Bula Street
27 June, 5:30 pm to 7:30 pm
Kogarah St George Leagues Club,
124 Princes Highway
2 July, 6:00 pm to 7:30 pm
Tuggerah Tuggerah Library,
Wyong Road, Westfield Shopping Centre
18 July, 10 am to 12 pm
Mt Pritchard Mounties Club,
101 Meadows Road
18 July, 6:00 pm to 8:30 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
Gymea The Tradies,
The Kingsway
29 May, 6 pm to 8 pm
Port Macquarie Port Macquarie Library,
Cnr Grant & Gordon Street
6 June, 1:30 pm to 3:30 pm
Taree Taree Library, Interact Room,
242 Victoria Street
12 June, 10:30 am to 12:30 pm
Randwick Randwick Club,
135 Alison Road
20 June, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Prince's Highway
26 June, 6:00 pm to 7:30 pm
Toukley Toukley Library,
Cnr Main Road and Victoria Avenue
27 June, 10:30 am to 12:30 pm

Living in retirement seminars

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
Wollongong Wollongong Golf Club,
151 - 161 Corrimal Street
22 May, 5:30 pm to 7:30 pm
Lismore Lismore Workers CLub,
Keen Street
23 May, 10 am to 12 pm
Camden Camden Service Centre,
16 - 22 Murray Street
29 May, 6:00 pm to 7:30 pm
Penrith Penrith RSL Club,
8 Tindale Street
30 May, 3 pm to 5 pm
Springwood Springwood Sports Club,
83 Macquarie Road
31 May, 3 pm to 5 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
31 May, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Prince's Highway
5 June, 3:00 pm to 4:30 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
5 June, 6:00 pm to 7:30 pm
Macksville Macksville Library,
Princess Street
28 June, 3:00 pm to 4:30 pm

Understanding your pension

Topics covered:

  • choices and consequences
  • making the most of your pension
  • Centrelink assessment issues
  • rights and obligations
Location Venue Date and time
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
22 May, 6:00 pm to 7:30 pm
Bomaderry Bomaderry Bowling Club,
154 Meroo Road
23 May, 6:15 pm to 8:30 pm
Springwood Springwood Sports Club,
83 Macquarie Road
24 May, 3 pm to 5 pm
Ballina Ballina RSL Club,
River Street
30 May, 10 am to 12 pm
Casino Casino RSM Club,
Canterbury Street
6 June, 10 am to 12 pm
Caringbah The Tradies,
28-30 Banksia Road
10 July, 3:00 pm to 4:30 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
Chester Hill Chester Hill Library & Knowledge Centre,
12 Chester Hill Road
23 May, 5:45 pm to 7:45 pm
Blacktown Blacktown RSL Club,
Second Avenue
23 May, 6 pm to 8 pm
Bomaderry Bomaderry Bowling Club,
154 Meroo Road
23 May, 3:00 pm to 5:15 pm
Kempsey Kempsey-Macleay RSL Club,
York Lane, off Smith Street
24 May, 1:30 pm to 3:00 pm
Kogarah St George Leagues Club,
124 Prince's Highway
5 June, 6:00 pm to 7:30 pm
Woolgoolga Senior Citizens Centre,
Boundary Street
6 June, 11:45 am to 1:30 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
7 June, 6 pm to 8 pm
East Maitland East Maitland Bowling Club,
Banks Street
20 June, 5:30 pm to 7:30 pm
Dee Why Dee Why RSL Club,
932 Pittwater Road
21 June, 6:00 pm to 7:30 pm
Caringbah The Tradies,
28-30 Banksia Road
10 July, 6:00 pm to 7:45 pm
Hunters Hill Ryde Library - to book call City of Ryde on 02 9952 8222,
22 Alexandra Street
25 July, 10 am to 12 pm

Centrelink and Carers

Topics covered:

  • assistance for carers
Location Venue Date and time
Parramatta Parramatta Service Centre,
2-12 Macquarie Street
23 May, 10:30 am to 12:30 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
Kempsey Kempsey-Macleay RSL Club,
York Lane, off Smith Street
24 May, 3:30 pm to 5:00 pm
Grafton Grafton Library, Room 2,
Pound Street
30 May, 10:30 am to 12:00 pm
Blacktown Blacktown RSL Club ,
Second Avenue
30 May, 6 pm to 8 pm
Coffs Harbour Community Village, Room 2,
Earl Street (Behind Coles)
1 June, 2:30 pm to 4:00 pm
Chester Hill Chester Hill Library & Knowledge Centre,
12 Chester Hill Road
20 June, 5:45 pm to 7:45 pm
The Entrance The Entrance Library,
211A The Entrance Road
13 July, 10:30 am to 12:30 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
Dee Why Dee Why RSL Club,
932 Pittwater Road
21 June, 8:00 pm to 9:30 pm

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets
Location Venue Date and time
Erina Erina Library, MS2 Meeting Room,
Erina Fair Shopping Centre
12 July, 6 pm to 8 pm

Retirement reality and investment choices

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
Taree Taree Library, Interact Room,
242 Victoria Street
4 June, 1:30 pm to 3:30 pm
Port Macquarie Port Macquarie Library,
Cnr Grant & Gordon Street
5 June, 1:30 pm to 3:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
20 June, 10 am to 12 pm

Running your own super fund

Topics covered:

  • how DIY superannuation works
  • advantages and disadvantages
  • setup fees and costs
  • administration requirements
Location Venue Date and time
Chatswood Chatswood Library - to book call Chatswood Library on 02 9777 7900,
409 Victoria Avenue
24 May, 6 pm to 8 pm

Understanding managed investments

Topics covered:

  • what are managed investments and how they work
  • research and monitoring
  • taxation and managed investments
Location Venue Date and time
Gymea The Tradies,
The Kingsway
26 June, 6 pm to 8 pm

Understanding property

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
Port Macquarie Port Macquarie Library,
Cnr Grant & Gordon Street
19 June, 10 am to 12 pm
Taree Manning Valley Visitor Information Centre,
21 Manning River Drive
21 June, 5:30 pm to 7:30 pm

Understanding shares

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
Dee Why Dee Why RSL Club,
932 Pittwater Road
24 May, 8:00 pm to 9:30 pm
Coffs Harbour Community Village, Room 1,
Earl Street (behind Coles)
28 May, 5:00 pm to 6:30 pm
Gymea The Tradies,
The Kingsway
26 June, 3:00 pm to 4:30 pm

Working beyond age pension age

Topics covered:

  • choices at Age Pension age
  • pensions Bonus Scheme
  • income test and work bonus
  • taxation and superannuation initiatives
Location Venue Date and time
Grafton Grafton Library, Room 2,
Pound Street
30 May, 2:30 pm to 4:00 pm
Coffs Harbour Community Village, Room 2,
Earl Street (Behind Coles)
1 June, 4:30 pm to 6:00 pm
No seminars in your area? Tell us what seminar you're interested in and where you'd like it run.

Page last updated: 18 May 2018