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
Lake Haven Lake Haven Library,
Lake Haven Shopping Centre, Goobarabah Avenue
1 February, 10 am to 12 pm
Gosford Australian Taxation Office,
Georgiana Terrace
7 February, 10 am to 12 pm
Dee Why Dee Why RSL,
932 Pittwater Road
14 February, 8:00 pm to 9:45 pm
Taree Taree Library, Interact Room,
242 Victoria Street
18 February, 10:30 am to 12:30 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
18 February, 5:00 pm to 6:30 pm
Grafton Grafton Library Meeting Room,
Pound Street
20 February, 4 pm to 5 pm
Port Macquarie Port Macquarie Library,
Cnr Grant and Gordon Street
21 February, 10 am to 12 pm
Bondi Junction Waverley Library,
32-48 Denison Street
27 February, 6:30 pm to 8:30 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
5 March, 6 pm to 8 pm
Camden Camden Service Centre,
16-22 Murray Street
12 March, 6 pm to 8 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
13 March, 5:45 pm to 7:45 pm
Epping Epping Leisure and Learning Centre, to book, please book online at www.cityofparramatta.nsw.gov.au/library,
Chambers Court
19 March, 6:30 pm to 8:30 pm
Chatswood Chatswood Library, to book please contact Chatswood Library on 02 9777 7903,
409 Victoria Avenue
28 March, 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
Fairy Meadow The Fraternity Club,
11 Bourke Street
23 January, 5:45 pm to 7:00 pm
Burwood Burwood RSL Club,
96 Shaftesbury Road
29 January, 6 pm to 8 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
29 January, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
30 January, 3:00 pm to 4:30 pm
Camden Camden Service Centre,
16-22 Murray Street
5 February, 6 pm to 8 pm
Penrith Penrith RSL Club,
8 Tindale Street
6 February, 6 pm to 8 pm
Dee Why Dee Why RSL,
932 Pittwater Road
14 February, 6:00 pm to 7:45 pm
Windsor Windsor RSL Club,
36 Argyle Street
14 February, 6 pm to 8 pm
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Streets
20 February, 5:30 pm to 8:30 pm
Bondi Junction Waverley Library,
32-48 Denison Street
21 February, 6:30 pm to 8:00 pm
Charlestown Charlestown Community Centre, The Place,
Cnr Frederick and Pearson Streets
25 February, 2:30 pm to 4:30 pm
Chatswood Chatswood Library, To book please contact Chatswood Library on 02 9777 7901,
409 Victoria Avenue
4 March, 1:30 pm to 3:00 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
6 March, 5:45 pm to 7:45 pm
Woy Woy Woy Woy Library,
Blackwall Road
8 March, 1 pm to 3 pm
Leeton Leeton Soldiers Club,
Yanco Avenue
19 March, 11 am to 12 pm
Griffith Griffith Leagues Club,
2 Bridge Road
20 March, 11 am to 12 pm
Tumut Club Tumut,
24-30 Richmond Street
21 March, 11 am to 12 pm
Lake Haven Lake Haven Library,
Lake Haven Shopping Centre, Goobarabah Avenue
29 March, 10 pm to 12 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
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
12 February, 6 pm to 8 pm
Woy Woy Woy Woy Library,
Blackwall Road
15 February, 12:15 pm to 2:15 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
18 February, 3:45 pm to 5:00 pm
Camden Camden Service Centre,
16-22 Murray Street
19 February, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
20 February, 6 pm to 7:30 pm
Toukley Toukley Library,
Corner Main Road and Victoria Avenue
20 February, 12:45 pm to 2:45 pm
Grafton Grafton Library, Meeting Room,
Pound Street
20 February, 3 pm to 4 pm
Penrith Penrith RSL Club,
8 Tindale Street,
20 February, 6 pm to 8 pm
Burwood Burwood RSL Club,
96 Shaftesbury Road
26 February, 6 pm to 8 pm
Windsor Windsor RSL Club,
36 Argyle Street
28 February, 6 pm to 8 pm
Gosford Australian Taxation Office,
Georgiana Terrace
5 March, 5:30 pm to 7:30 pm
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Street
6 March, 5:30 pm to 8:00 pm
Bondi Junction Waverley Library,
32-48 Denison Street
14 March, 6:00 pm to 7:45 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
20 March, 5:45 pm to 7:45 pm
Belmont Belmont Library, Meeting Room,
19 Ernest Street
26 March, 3 pm to 5 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
Gymea The Tradies Gymea,
The Kingsway
5 February, 3:00 pm to 4:30 pm
Chatswood Chatswood Library, To book please contact Chatswood Library on 02 9777 7900
409 Victoria Avenue
7 February, 1:30 pm to 3:00 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre
13 February, 12 pm to 2 pm
Grafton Grafton Library, Meeting Room,
Pound Street
13 February, 3:00 pm to 4:30 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
14 February, 5:00 to 6:30 pm
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
16 February, 12 pm to 2 pm
Lake Haven Lake Haven Library,
Lake Haven Shopping Centre, Goobarabah Avenue
19 February, 12:30 pm to 2:30 pm
Kogarah St George Leagues Club,
124 Princes Highway
20 February, 3 pm to 4:30 pm
Port Macquaire Port Macquarie Library,
Cnr Grant and Gordon Street
20 February, 10 am to 12 pm
Blacktown Blacktown RSL Club,
Second Avenue
20 February, 3 pm to 5 pm
Raymond Terrace Raymond Terrace Library,
18a Sturgeon Street
21 February, 5 pm to 7 pm
Woy Woy Woy Woy Library,
Blackwall Road
22 February, 10 am to 12 pm
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Street
25 February, 11:00 am to 1:30 pm
Menai Club Menai,
44 - 60 Allison Crescent
26 February, 3:00 pm to 4:30 pm
Bondi Junction Waverley Library,
32-48 Denison Street
27 March, 6:30 pm to 8:30 pm
Taree Taree Library, Interact Room,
242 Victoria Street
5 March, 10:30 am to 12:30 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
13 March, 5:45 pm to 7:15 pm
Gymea The Tradies Gymea,
The Kingsway
26 March, 3:00 pm to 4:30 pm
Burwood Burwood RSL Club,
96 Shaftesbury Road
26 March, 6:00 pm to 8:00 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
Gymea The Tradies Gymea,
The Kingsway
5 February, 6:00 pm to 7:30 pm
East Maitland East Maitland Bowling Club,
Banks Street
6 February, 5:30 pm to 7:30 pm
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Streets
11 February, 11:00 am to 1:30 pm
Blacktown Blacktown RSL Club,
Second Avenue
13 February, 3 pm to 5 pm
Grafton Grafton Library, Meeting Room,
Pound Street
13 February, 1:30 pm to 3:00 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
14 February, 3:45 pm to 5:00 pm
Woy Woy Woy Woy Library,
Blackwall Road
15 February, 10 am to 12 pm
Toukley Toukley Library,
Corner Main Road and Victoria Avenue
20 February, 10:30 am to 12:30 pm
Taree Taree Library, Interact Room,
242 Victoria Street
26 February, 10:30 am to 12:30 pm
Port Macquarie Port Macquarie Library,
Cnr Grant and Gordon Street
5 March, 10 am to 12 pm
Penrith Penrith RSL Club,
8 Tindale Street
13 March, 3 pm to 5 pm
Chatswood Chatswood Library, to book please contact Chatswood Library on 02 9777 7904,
409 Victoria Avenue
18 March, 1:30 pm to 3:00 pm
Windsor Windsor RSL Club,
36 Argyle street
21 March, 3 pm to 5 pm
Salamander Bay Tomaree Library,
20 Town Centre Circuit
21 March, 5 pm to 7 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
Kogarah St George Leagues Club,
124 Princes Highway
30 January, 6:00 pm to 7:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre
13 February, 2:15 pm to 4:15 pm
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
16 February, 2:30 pm to 4:30 pm
Chatswood Chatswood Library, To book please contact Chatswood Library on 02 9777 7901,
409 Victoria Avenue
21 February, 1:30 pm to 3:00 pm
The Entrance The Entrance Library,
211A The Entrance Road
22 February, 12:30 pm to 2:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
22 February, 1 pm to 3 pm
East Maitland East Maitland Bowling Club,
Banks Street
6 March, 5:30 pm to 7:30 pm
Gymea The Tradies Gymea,
The Kingsway
26 March, 6:00 pm to 7:30 pm
Penrith Penrith RSL Club,
8 Tindale Street
27 March, 3 pm to 5 pm

Centrelink and Carers

Topics covered:

  • assistance for carers
Location Venue Date and time
Tuggerah Tuggerah Library,
Westfield Shopping Centre
13 February, 10:00 am to 11:30 am
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
16 February, 10:00 am to 11:45 am
Woy Woy Woy Woy Library,
Blackwall Road
8 March, 10 am to 12 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
Woy Woy Woy Woy Library,
Blackwall Road
15 February, 2:30 pm to 4:15 pm
Toukely Toukley Library,
Corner Main Road and Victoria Avenue
20 February, 2:45 pm to 4:45 pm
Taree Taree Library, Interact Room,
242 Victoria Street
27 February, 10:30 am to 12:30 pm
Port Macquarie Port Macquarie Library,
Cnr Grant and Gordon Street
7 March, 10 am to 12 pm

Financial planning and choosing a financial planner

Topics covered:

  • fees and costs
  • disclosure rules
  • the financial planning process
  • what to consider when choosing a financial planner
Location Venue Date and time
Menai Club Menai,
44 - 60 Allison Crescent
26 February, 6:00 pm to 7:30 pm

Investing for retirement

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Toukely Toukley Library,
Corner Main Road and Victoria Avenue
20 March, 10:30 am to 12:30 pm

Investing with safety

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
The Entrance The Entrance Library,
211A The Entrance Road
22 February, 10 am to 12 pm

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets
Location Venue Date and time
Lake Haven Lake Haven Library,
Lake Haven Shopping Centre, Goobarabah Avenue
19 February, 10 am to 12 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
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
14 March, 6 pm to 8 pm
Grafton Grafton Library Meeting Room,
Pound Street
27 March, 1:30 pm to 3:00 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
29 March, 4:00 pm to 5:30 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
Bondi Junction Waverley Library,
32-48 Denison Street
14 March, 8:00 pm to 9:45 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
19 March, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
20 March, 7:00 pm to 8:45 pm
Camden Camden Service Centre,
16-22 Murray Street
26 March, 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
Grafton Grafton Library, Meeting Room,
Pound Street
27 March, 3:00 pm to 4:30 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
Kogarah St George Leagues Club,
124 Princes Highway
20 March, 5:00 pm to 6:30 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 January 2019