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
Gosford Australian Taxation Office,
Georgiana Terrace
21 May, 5:30 pm to 7:30 pm
Gymea The Tradies Gymea,
The Kingsway
28 May, 6:00 pm to 7:45 pm
Tuncurry Tuncurry Service Centre,
116 Manning Street
29 May, 2:30 pm to 4:30 pm
Liverpool Club Liverpool,
185 George Street
12 June, 6 pm to 8 pm
Gosford Australian Taxation Office,
Georgiana Terrace
11 July, 10 am to 12 pm
Woy Woy Woy Woy Library,
Blackwall Road
16 August, 10 am to 12 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
Kogarah St George Leagues Club,
124 Princes Highway
26 June, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
12 July, 10 am to 12 pm
Castle Hill Castle Hill RSL,
77 Castle Street
1 August, 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
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
23 May, 6 pm to 8 pm
Tuncurry Tuncurry Service Centre,
116 Manning Street
30 May, 2:30 pm to 4:30 pm
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Streets
17 June, 11:00 am to 1:30 pm
Kogarah St George Leagues Club,
124 Princes Highway
26 June, 3:00 pm to 4:30 pm
Toukley Toukley Library ,
Cnr Main Road & Victoria Avenue
24 July 10:30 am to 12:30 pm
Castle Hill Castle Hill RSL,
77 Castle Street
8 August, 6:00 pm to 7:30 pm
Gosford Australian Taxation Office,
Georgiana Terrace
14 August, 5:30 pm to 7:30 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
Tweed Heads Tweed Heads Library, to book please contact Tweed Heads Library on 07 5569 3150,
Civic Centre, Brett Street
21 May, 11 am to 1 pm
Kogarah St George Leagues Club,
124 Princes Highway
22 May, 3:00 pm to 4:30 pm
West Kempsey Kempsey Library,
Elbow Street
26 April, 11:30 am to 1:00 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
28 May, 6 pm to 8 pm
East Maitland East Maitland Bowling Club,
Banks Street
29 May, 5:30 pm to 7:30 pm
Charlestown Charlestown Community Centre, The Place,
Cnr Frederick and Pearson Streets
3 June, 2:30 pm to 4:30 pm
Camden Camden Service Centre,
16-22 Murray Street
4 June, 6 pm to 8 pm
Caringbah The Tradies Caringbah,
Banksia Road
25 June, 3:00 pm to 4:30 pm
Tuggerah Tuggerah Library,
Westfield Shopping Centre, Wyong Road
19 July, 2:30 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
Camden Camden Service Centre,
16-22 Murray Street
21 May, 6 pm to 8 pm
Gymea The Tradies Gymea,
The Kingsway
28 May, 3:00 pm to 4:30 pm
Chatswood Chatswood Library, to book please contact Chatswood Library on 02 9777 7900,
409 Victoria Avenue
3 June, 1:30 pm to 3:00 pm
Coffs Harbour Coffs Community College Room,
11B Park Avenue
11 June, 3:45 pm to 5:00 pm
Raymond Terrace Raymond Terrace Library,
18a Sturgeon Street
13 June, 4 pm to 6 pm
Grafton Grafton Library, Meeting Room,
Pound Street
12 June, 1:30 pm to 3:00 pm
Port Macquarie Port Macquarie Library,
Cnr Grant Street and Gordon Street
26 June, 10 am to 12 pm
Erina Erina Library, Meeting Room MS2,
Erina Fair Shopping Centre
15 August, 6 pm to 8 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
22 May, 6:00 pm to 7:30 pm
Springwood Springwood Sports Club,
83 Macquarie Road
30 May, 3 pm to 5 pm
Chatswood Chatswood Library, to book please contact Chatswood Library on 02 9777 7900,
409 Victoria Avenue
30 May, 6:00 pm to 7:30 pm
Woy Woy Woy Woy Library,
Blackwall Road
31 May, 10 am to 12 pm
Erina Erina Library,
The Hive, Erina Fair Shopping Centre
6 June, 6 pm to 8 pm
Campbelltown Campbelltown Service Centre,
8-10 Browne Street
11 June, 6 pm to 8 pm
Dee Why Dee Why RSL,
932 Pittwater Road
13 June, 6:00 pm to 7:45 pm
Caringbah The Tradies Caringbah,
Banksia Road
25 June, 6:00 pm to 7:30 pm
Burwood Burwood RSL Club,
96 Shaftesbury Road
25 June, 6 pm to 8 pm
West Kempsey Kempsey Library,
Elbow Street
27 June, 10:00 am to 11:30 am
Charlestown The Place,
Cnr Frederick & Pearson Streets
5 August, 2 pm to 4 pm
Castle Hill Castle Hill RSL Club,
77 Castle Street
14 August, 6:00 pm to 7:30 pm

Centrelink and Carers

Topics covered:

  • assistance for carers
Location Venue Date and time
Circular Quay Customs House Library,
31 Alfred Street
3 June, 3:30 pm to 4:30 pm
Erina Erina Library, Meeting Room MS2 ,
Erina Fair Shopping Centre
18 July, 6 pm to 8 pm
Lakehaven Lake Haven Library,
Lake Haven Shopping Centre, Goobarabah Avenue
2 August, 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
Parramatta Parramatta RSL,
Cnr O'Connell and Macquarie Streets
3 June, 11:00 am to 1:30 pm
Circular Quay Customs House Library,
31 Alfred Street
3 June, 1:30 pm to 3:00 pm
Macksville Macksville Library,
Princess Street
21 June, 10:00 am to 11:30 am
West Kempsey Kempsey Library,
Elbow Street
27 June, 11:45 am to 1:00 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
13 June, 8:00 pm to 9:45 pm

Investing for retirement

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Coffs Harbour Coffs Community College Room,
11B Park Avenue
11 June, 5:00 pm to 6:30 pm
Grafton Grafton Library, Meeting Room,
Pound Street
12 June, 3:00 pm to 4:30 pm

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets
Location Venue Date and time
Toronto Toronto Library,
Cnr Brighton Avenue and Pemell Street
25 July, 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
Woy Woy Woy Woy Library,
Blackwall Road
14 June, 10 am to 12 pm
Belmont Belmont Library,
19 Ernest Street
16 July, 2:30 pm to 4:30 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
13 June, 6 pm to 8 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
Coffs Harbour Coffs Community College Room,
11B Park Avenue
17 June, 5:00 pm to 6:30 pm

Investing with Safety

Topics covered:

  • Investing with safety
Location Venue Date and time
Ryde Ryde Library to book please visit www.eventbrite.ca/e/infocus-centrelink-investing-with-safety-tickets-592...,
1 Pope Street
23 May, 6:30 pm to 8:30 pm
Circular Quay Customs House Library,
31 Alfred Street
3 June, 11:00 am to 12:30 pm

Home Equity Loans for Seniors

Topics covered:

  • what are home equity conversion loans?
  • advantages and disadvantages
  • estate issues
  • the alternative options
Location Venue Date and time
Coffs Harbour Coffs Community College Room,
11B Park Avenue
17 June, 3:45 pm to 5:00 pm
Port Macquarie Port Macquarie Library,
Cnr Grant Street and Gordon Street
26 June, 1 pm to 3 pm
No seminars in your area? Tell us what seminar you're interested in and where you'd like it run.
This information was printed Wednesday 22 May 2019 from https://www.humanservices.gov.au/individuals/services/financial-information-service/free-seminars/new-south-wales It may not include all of the relevant information on this topic. Please consider any relevant site notices at https://www.humanservices.gov.au/individuals/site-notices when using this material.

Page last updated: 21 May 2019