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
Fairy Meadow The Fraternity Club,
11 Bourke Street
19 September, 5:45 pm to 7:30 pm
Gymea The Tradies,
The Kingsway
25 September, 6:00 pm to 7:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre
17 October, 10 am to 12 pm
Chatswood Chatswood Library, To book Call Chatwood Library on 02 9777 7900,
409 Victoria Avenue
7 November, 6:00 pm to 7:30 pm
West Ryde Ryde Eastwood Leagues Club,
117 Ryedale Road
7 November, 6 pm to 8 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
7 November, 6:30 pm to 8:30 pm
Helensburgh The Tradies,
30 Boomerang Street
13 November, 6:00 pm to 7:30 pm
Grafton Grafton Library, Room 2,
Pound Street
14 November, 3:00 pm to 4:30 pm
Macksville Macksville Library,
Princess Street
15 November, 3:00 pm to 4:30 pm
Kogarah St George Leagues Club,
124 Princes Highway
19 November, 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
Burwood Burwood RSL Club,
96 Shaftesbury Road
19 September, 6 pm to 8 pm
East Maitland East's Leisure and Golf Club,
Tenambit Street
10 October, 12:00 pm to 1:45 pm
Toukley Toukley Library,
Cnr Main Road and Victoria Avenue
24 October, 10:30 am to 12:30 pm
Dee Why Dee Why RSL,
932 Pittwater Road
25 October, 6:00 pm to 7:30 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
31 October, 6:30 pm to 8:30 pm
Albury Albury Library/Museum,
540 Kiewa Street
6 November, 2 pm to 4 pm
Blacktown Blacktown RSL Club,
Second Avenue
7 November, 6 pm to 8 pm
Tuncurry WEA Coast,
Cnr Manning and Lake Streets
8 November, 1:30 pm to 3:30 pm
Castle Hill Castle Hill RSL,
77 Castle Street
12 November, 6:00 pm to 7:30 pm
Gymea The Tradies,
The Kingsway
27 November, 6:00 pm to 7:30 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
Tuggerah Tuggerah Library,
Wyong Road, Westfield Shopping Centre
19 September, 10 am to 12 pm
Gymea The Tradies,
The Kingsway
25 September, 3:00 pm to 4:30 pm
Springwood Springwood Sports Club,
83 Macquarie Road
27 September, 3 pm to 5 pm
Woy Woy Woy Woy Library,
Blackwall Road
5 October, 10 am to 12 pm
Parramatta Parramatta RSL Club,
Cnr Macquarie and O'Connell Streets
17 October, 5:45 pm to 8:00 pm
Nowra Quest Nowra,
130 Kinghorn Street
18 October, 5:45 pm to 7:45 pm
Gymea The Tradies,
The Kingsway
30 October, 6:00 pm to 7:30 pm
Urunga Urunga Neighbourhood Centre,
34 Bonville Street
6 November, 10:00 am to 11:30 am
West Ryde Ryde Eastwood Leagues Club,
117 Ryedale Road
7 November, 2 pm to 4 pm
Albury Albury Library/Museum,
540 Kiewa Street
13 November, 2 pm to 4 pm
Grafton Grafton Library, Room 2,
Pound Street
14 November, 1:30 pm to 3:00 pm
Blacktown Blacktown RSL Club,
Second Avenue
14 November, 6 pm to 8 pm
Kogarah St George Leagues Club,
124 Princes Highway
14 November, 6:00 pm to 7:30 pm
Chatswood Chatswood Library, To book Call Chatwood Library on 02 9777 7900,
409 Victoria Avenue
15 November, 6:00 pm to 7:30 pm
Wallsend Wallsend Library,
30 Bunn Street
28 November, 1:30 pm to 3:45 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
28 November, 6:30 pm to 8:30 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
Kogarah St George Leagues Club,
124 Princes Highway
26 September, 6:00 pm to 7:30 pm
Dee Why Dee Why RSL,
932 Pittwater Road
27 September, 6:00 pm to 7:30 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
27 September, 6 pm to 8 pm
Nowra Quest Nowra,
130 Kinghorn Street
27 September, 5:45 pm to 7:45 pm
East Maitland East's Leisure and Golf Club,
Tenambit Street
10 October, 2:00 pm to 3:45 pm
Erina Erina Library,
Erina Fair Shopping Centre
11 October, 6 pm to 8 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
30 October, 5:45 pm to 7:45 pm
Camden Camden Service Centre,
16 - 22 Murray Street
13 November, 6:00 pm to 7:30 pm
Albury Albury Library/Museum,
540 Kiewa Street
20 November, 2 pm to 4 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
20 November, 6:00 pm to 7:30 pm
Springwood Springwood Sports Club,
83 Macquarie Road
22 November, 3 pm to 5 pm
Gymea The Tradies,
The Kingsway
27 November, 3:00 pm to 4:30 pm
Wagga Wagga Wagga Commercial Club,
77 Gurwood Street
28 November, 10:30 am to 11:30 am
Toukley Toukley Library,
Cnr Main Road and Victoria Avenue
28 November, 10:30 am to 12:30 pm
Wallsend Wallsend Library,
30 Bunn Street
28 November, 3:30 pm to 5:45 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
Toukley Toukley Library,
Cnr Main Road and Victoria Avenue
26 September, 10:30 am to 12:30 pm
Chatswood Chatswood Library, To Book Call Chatwood Library on 02 9777 7900,
409 Victoria Avenue
25 October, 6:00 pm to 7:30 pm
Gymea The Tradies,
The Kingsway
30 October, 11:00 am to 12:30 pm
Camden Camden Service Centre,
16 - 22 Murray Street
30 October, 6:00 pm to 7:30 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
6 November, 6:00 pm to 7:30 pm
West Ryde Ryde Eastwood Leagues Club,
117 Ryedale Road
7 November, 10:30 am to 12:30 pm
Helensburgh The Tradies,
30 Boomerang Street
13 November, 3:00 pm to 4:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre
26 November, 10 am to 12 pm
Wallsend Wallsend Library,
30 Bunn Street
28 November, 10:30 am to 12:30 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
Tuncurry WEA Coast,
Cnr Manning and Lake Streets
20 September, 1:30 pm to 3:30 pm
Taree Taree Library, Interact Room,
242 Victoria Street
26 September, 10:30 am to 12:30 pm
Penrith Penrith RSL Club,
8 Tindale Street
3 October, 3 pm to 5 pm
Mt Pritchard Mounties Club,
101 Meadows Road
3 October, 6:00 pm to 8:30 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
4 October, 6 pm to 8 pm
East Maitland East's Leisure and Golf Club,
Tenambit Street
10 October, 4:00 pm to 5:45 pm
Windsor Windsor RSL Club,
36 Argyle Street
18 October, 3 pm to 5 pm
Kogarah St George Leagues Club,
124 Princes Highway
24 October, 6:00 pm to 7:45 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
31 October, 5:45 pm to 7:45 pm
Dee Why Dee Why RSL,
932 Pittwater Road
22 November, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
23 November, 10 am to 12 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
27 November, 6:00 pm to 7:30 pm
Wagga Wagga Wagga Commercial Club,
77 Gurwood Street
28 November, 1:30 pm to 3:00 pm
Wallsend Wallsend Library,
30 Bunn Street
28 November, 5:30 pm to 7:30 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
28 November, 5:45 pm to 7:30 pm
Castle Hill Castle Hill RSL,
77 Castle Street
29 November, 6:00 pm to 7:30 pm

Centrelink and Carers

Topics covered:

  • assistance for carers
Location Venue Date and time
Taree Taree Library, Interact Room,
242 Victoria Street
19 September, 10:30 am to 12:30 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
20 September, 10 am to 12 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
17 October, 10 am to 12 pm
Fairy Meadow The Fraternity Club,
11 Bourke Street
18 October, 9:00 am to 12:45 pm
Nowra Quest Nowra,
130 Kinghorn Street
1 November, 5:45 pm to 7:45 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
Burwood Burwood RSL Club,
96 Shaftesbury Road

19 September, 3:30 pm to 5:00 pm

Springwood Springwood Sports Club,
83 Macquarie Road
18 October, 3 pm to 5 pm
Gymea The Tradies,
The Kingsway
30 October, 2:00 pm to 3:45 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
8 November, 6 pm to 8 pm
Coffs Harbour Community College, Training Room,
11B Park Street
12 November, 5:00 pm to 6:30 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
28 November, 5:45 pm to 7:45 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,
932 Pittwater Road
22 November, 8 pm to 9 pm

Investing for retirement

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Chatswood Chatswood Library, To Book Call Chatwood Library on 02 9777 7900,
409 Victoria Avenue
4 October, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
19 October, 10 am to 12 pm
Nowra Quest Nowra,
130 Kinghorn Street
15 November, 5:45 pm to 7:45 pm

Investing with safety

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Parramatta Parramatta RSL Club,
Cnr Macquarie and O'Connell Streets
14 November, 5:45 pm to 8:00 pm
Cabramatta Whitlam Library Cabramatta,
165 Railway Parade
15 November, 6 pm to 8 pm

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets
Location Venue Date and time
Tuncurry WEA Coast,
Cnr Manning and Lakes Street
5 October, 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
The Entrance The Entrance Community Centre,
Block A, Battley Crescent
8 October, 5:30 pm to 7:30 pm
East Maitland East's Leisure and Golf Club,
Tenambit Street
10 October, 6 pm to 8 pm

Retrenched or leaving your job

Topics covered:

  • Centrelink options while you look for work
  • Superannuation issues
  • Financial planning
  • Looking for work
Location Venue Date and time
Burwood Burwood RSL Club,
96 Shaftesbury Road
27 November, 4:15 pm to 5:45 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
Burwood Burwood RSL Club,
96 Shaftesbury Road
27 November, 6:00 pm to 7:15 pm

Salary sacrifice

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
Burwood Burwood RSL Club,
96 Shaftesbury Road
27 November, 7:30 pm to 8:30 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
Camden Camden Service Centre,
16 - 22 Murray Street
25 September, 6:00 pm to 7:30 pm
Dee Why Dee Why RSL,
932 Pittwater Road
27 September, 8 pm to 9 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
2 October, 6:00 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
Camden Camden Service Centre,
16 - 22 Murray Street
9 October, 6:00 pm to 7:30 pm
Campbelltown Campbelltown Service Centre,
8 - 10 Browne Street
16 October, 6:00 pm to 7:30 pm
Dee Why Dee Why RSL,
932 Pittwater Road
25 October, 8 pm to 9 pm
No seminars in your area? Tell us what seminar you're interested in and where you'd like it run.

Page last updated: 21 September 2018