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
Kogarah St George Leagues Club,
124 Princes Highway
19 November, 6:00 pm to 7:30 pm
Gordon Gordon Library,
799 Pacific Highway
22 November, 6 pm to 8 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
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
Ballina Ballina RSL Club,
238 - 240 River Street
27 November, 6pm to 8 pm
Wallsend Wallsend Library,
30 Bunn Street
28 November, 1:30 pm to 3:00 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
28 November, 6:30 pm to 8:30 pm
Castle Hill Castle Hill RSL,
77 Castle Street
3 December, 6:00 pm to 7:30 pm
Tweed Heads Tweed Heads Bowls Club - Blue Room,
Wharf Street
4 December, 2 pm to 4 pm
Tweed Heads Tweed Heads Bowls Club - Blue Room,
Wharf Street
4 December, 6 pm to 8 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
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
Lismore Lismore Library, To Book  contact Lismore Library on 02 6621 2464,
110 Magellan Street
26 November, 10 am to 12 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 5:00 pm
Tweed Heads South Tweed Heads Service Centre,
100 Blundell Boulevard
29 November, 10 am to 12 pm
Tweed Heads South Tweed Heads Service Centre,
100 Blundell Boulevard
29 November, 5:30 pm to 8:30 pm
Bondi Junction Waverley Library,
32 - 48 Denison Street
5 December, 6:30 pm to 8:30 pm
Coffs Harbour Community College, Training Room,
11B Park Street
10 December, 4:00 pm to 5:30 pm
Grafton Grafton Library, Room 2,
Pound Street
12 December, 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
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 12:00 pm
Byron Bay Byron Community Centre and Volunteer Hub, to Book Contact Byron Community Centre on 02 6685 6807,
69 Jonson Street
3 December, 1 pm to 3 pm
Tweed Heads South Tweed Heads Service Centre,
100 Blundell Boulevard
11 December, 10 am to 12 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
Tweed Heads South Tweed Heads Service Centre,
100 Blundell Boulevard
22 November, 10 am to 12 pm
Tweed Heads South Tweed Heads Service Centre,
100 Blundell Boulevard
22 November, 5:30 pm to 7:00 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
Urunga Urunga Neighbourhood Centre,
34 Bonville Street
4 December, 10:00 am to 11:30 am

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
Lismore Lismore Library, To Book  contact Lismore Library on 02 6621 2464,
110 Magellan Street
26 November, 1 pm to 3 pm
Chester Hill Chester Hill Library and Knowledge Centre,
12 Chester Hill Road
28 November, 5:45 pm to 7:45 pm
Grafton Grafton Library, Room 2,
Pound Street
12 December, 1:30 pm to 3:00 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
22 November, 8 pm to 9 pm

Investing for retirement

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Macksville Macksville Library,
Princess Street
13 December, 3:00 pm to 4:30 pm

Investing with safety

Topics covered:

  • fees and costs
  • the financial planning process
Location Venue Date and time
Chester Hill Chester Hill Library and Knowlege Centre,
12 Chester Hill Road
5 December, 5:45 pm to 7:45 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
Fairy Meadow The Fraternity Club,
11 Bourke Street
12 December, 5:45 pm to 7:30 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 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 Community College, Training Room,
11B Park Street
10 December, 5:30 pm to 7:00 pm
No seminars in your area? Tell us what seminar you're interested in and where you'd like it run.

Page last updated: 16 November 2018