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
Altona Altona Library,
123 Queen Street
22 May, 6 pm to 8 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
13 June, 6:30 pm to 8:30 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
25 June, 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
Camberwell The Camberwell Centre - Parkview Room,
340 Camberwell Road
28 May, 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
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
28 May, 6:30 pm to 8:15 pm
Traralgon Century Inn,
5 Airfield Road (Corner Princess Highway)
5 June, 5:30 pm to 7:30 pm
Preston Preston Library,
266 Gower Street
5 June, 6 pm to 8 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
6 June, 6:30 pm to 8:30 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
12 June, 6:30 pm to 8:30 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
17 June, 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
Camberwell The Camberwell Centre - Parkview Room,
340 Camberwell Road
21 May, 6 pm to 8 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
21 May, 6:30 pm to 8:15 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Corner Glen Eira and Hawthorn Roads
22 May, 6:30 pm to 8:30 pm
Altona Altona Library,
123 Queen Street
29 May, 6 pm to 8 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
5 June, 6:30 pm to 8:30 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
27 June, 6:30 pm to 8:30 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
27 June, 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
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
19 June, 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
Horsham Horsham Service Centre,
Cnr Darlot and McLachlan Streets
21 May, 10 am to 12 pm
Echuca Echuca Library,
310 Hare Street
21 May, 1 pm to 3 pm
Kyabram Kyabram Library,
19 Lake Road
23 May, 10:30 am to 12:30 pm
Ringwood REALM,
179 Maroondah Highway
23 May, 6:00 pm to 7:30 pm
Sale Quest Apartments, Conference Room,
180 - 184 York Street (Princes Highway)
27 May, 5:30 pm to 7:30 pm
Epping Quest Motel
Cnr Cooper and Miller Streets
29 May, 6:30 pm to 8:30 pm
Caulfield Glen Eira Town Hall, Caulfield Cup Room,
Corner Glen Eira Road and Hawthorn Road
3 June, 10 am to 12 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
4 June, 6:30 pm to 8:15 pm
Traralgon Century Inn,
 5 Airfield Road (Corner Princess Highway)
12 June, 5:30 pm to 7:30 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
26 June, 6:30 pm to 8:30 pm
Caulfield Glen Eira Town Hall, Caulfield Cup Room,
Corner Glen Eira and Hawthorn Roads
1 July, 10 am to 12 pm
Caulfield The Theatrette, Glen Eira Town Hall,
Cnr Glen Eira Road and Hawthorn Roads
5 August, 10 am to 12 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 Quest Motel,
Cnr Cooper and Miller Streets
22 May, 6:30 pm to 8:30 pm

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets
Location Venue Date and time
Preston Preston Library,
266 Gower Street
3 July, 6 pm to 8 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 Tuesday 21 May 2019 from https://www.humanservices.gov.au/individuals/services/financial-information-service/free-seminars/victoria 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