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
Narre Warren Fountain Gate Service Centre,
71 - 73 Webb Street
19 February, 6:30 pm to 8:30 pm
Coburg Coburg Library,
26-36 Louisa Street
18 March, 6 pm to 8 pm
Richmond Richmond Library,
415 Church Street
20 March, 5:30 am to 7:30 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
Balwyn Balwyn Library,
336 Whitehorse Road
27 March, 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
Narre Warren Fountain Gate Service Centre,
71 - 73 Webb Street
12 February, 6:30 pm to 8:30 pm
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
13 February, 6 pm to 8 pm
Coburg Coburg Library,
26-36 Louisa Street
21 February, 6 pm to 8 pm
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
12 March, 6:30 pm to 8:30 pm
Bulleen Bulleen Plaza Library,
79 - 109 Manningham Road
13 March, 10 am to 12 pm
Melbourne Council of the Ageing,
Level 4, 533 Little Lonsdale Street
18 March, 10 am 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
Narre Warren Fountain Gate Service Centre,
71 - 73 Webb Street
26 February, 6:30 pm to 8:30 pm
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
19 March, 6:30 pm to 8:30 pm
Melbourne Council of the Ageing,
Level 4, 533 Little Lonsdale Street
25 March, 10 am to 12 pm
Echuca Echuca Library,
310 Hare St
27 March, 1 pm to 3 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
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
27 February, 6 pm to 8 pm
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
26 March, 6:30 pm to 8:30 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
Echuca Echuca Library,
310 Hare St
19 March, 1 pm to 3 pm
Shepparton Shepparton Library,
41 - 42 Marungi St
21 March, 1 pm to 3 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
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
6 March, 6 pm to 8 pm
South Yarra Toorak/South Yarra Library,
340 Toorak Road
27 March, 2 pm to 4 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
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
20 February, 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
Doncaster Doncaster Library,
687 Doncaster Road
7 March, 10:30 am to 12:00 pm
Richmond Richmond Library,
415 Church Street
13 March, 5:30 am to 7:30 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