Financial Information Service

Victoria

Find upcoming financial information service (FIS) seminars in Victoria.

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
Eltham Eltham Library,
Panther Place
25 July, 7:00 pm to 8:15 pm
Boronia St Paul's Church,
Cnr Dorset and William Streets
5 September, 6:30 pm to 8:30 pm
Box Hill Box Hill Town Hall,
1040 Whitehorse Road
12 September, 6 pm to 9 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
13 September, 6:30 pm to 8:30 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
Eltham Eltham Library,
Panther Place
18 July, 7:00 pm to 8:15 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
6 September, 6:30 pm to 8:30 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
Diamond Valley

Diamond Valley Library,
Civic Drive

30 July, 2:00 pm to 3:15 pm
Ringwood REALM, Ringwood Town Square
179 Maroondah Highway
2 August, 6:00 pm to 7:45 pm
Boronia St Paul's Church,
Cnr Dorset and William Streets
19 September, 6:30 pm to 8:30 pm
Box Hill Box Hill Town Hall,
1040 Whitehorse Road
26 September, 6 pm to 9 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
27 September, 6:30 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
Diamond Valley Diamond Valley Library,
Civic Drive
23 July, 2:00 pm to 3:15 pm
Boronia St Paul's Church,
Cnr Dorset and William Streets
12 September, 6:30 pm to 8:30 pm
Box Hill Box Hill Town Hall,
1040 Whitehorse Road
19 September, 6 pm to 9 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
20 September, 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
Ringwood REALM, Ringwood Town Square
179 Maroondah Highway
9 August, 6:00 pm to 7:45 pm
Epping Epping Service Centre,
Shop 10, 560 High Street
15 August, 10 am to 12 pm
Box Hill Box Hill Town Hall,
1040 Whitehorse Road
5 September, 6 pm to 9 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
Epping Epping Service Centre,
Shop 10, 560 High Street
8 August, 10 am to 12 pm
Lalor Lalor Library,
2A May Road
31 August, 1 pm to 3 pm
Shepparton Shepparton Library,
41 - 42 Marungi Street
11 September, 1 pm to 3 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
27 September, 6:30 pm to 8:30 pm

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
Ringwood REALM, Ringwood Town Square
179 Maroondah Highway
16 August, 6:00 pm to 7:45 pm
Epping Epping Service Centre,
Shop 10, 560 high Street
22 August, 10 am to 12 pm
Shepparton Shepparton Library,
41 - 42 Marungi Street
19 September, 1 pm to 3 pm

General Interest seminars

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
Epping Epping Service Centre,
Shop 10, 560 High Street
29 August, 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
Thomastown Thomastown Library,
54 Main Street
23 July, 1 pm to 3 pm
Epping Epping Service Centre,
Shop 10, 560 High Street
1 August, 10 am to 12 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
30 August, 6:30 pm to 8:30 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
Doncaster Doncaster Library,
MC Square, 687 Doncaster Road
20 September, 6:30 pm to 8:15 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 July 2018