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
Coburg Coburg Library,
26-36 Louisa Street
18 March, 6 pm to 8 pm
Spotswood Spotswood RSL,
16 Mary Street
19 March, 6 pm to 8:30 pm
Richmond Richmond Library,
415 Church Street
20 March, 5:30 pm to 7:30 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
21 March, 6 pm to 9 pm
Warrnambool Archie Graham Centre,
Timor St
26 March, 6:00 pm to 7:45 pm
Doncaster Doncaster Library,
687 Doncaster Road
4 April, 10:30 am to 12:00 pm
Box Hill Box Hill Library,
1022 Whitehorse Road
10 April, 2 pm to 3 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
17 April, 6:30 pm to 8:30 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
23 April, 6 pm to 8 pm
Epping Quest Motel,
Cnr Cooper and Miller Streets
1 May, 6:30 pm to 8:30 pm
Camberwell The Camberwell Centre - Parkview Room,
340 Camberwell Road
7 May, 6 pm to 8 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
14 May, 6:30 pm to 8:15 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Corner Glen Eira and Hawthorn Roads
15 May, 6:30 pm to 8:30 pm
Altona Altona Library,
123 Queen Street
22 May, 6 pm to 8 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
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
10 April, 6:30 pm to 8:30 pm
Epping Quest Motel,
Cnr Cooper and Miller Streets
24 April, 6:30 pm to 8:30 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
7 May, 6:30 pm to 8:15 pm
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
Melbourne Council of the Ageing,
Level 4, 533 Little Lonsdale Street
18 March, 10 am to 12 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
3 April, 6:30 pm to 8:30 pm
Bendigo Bendigo Service Centre,
231 Lyttleton Terrace
9 April, 6:00 pm to 7:30 pm
Richmond Richmond Library,
415 Church Street
10 April, 5:30 pm to 7:30 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
16 April, 6 pm to 8 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
23 April, 6 pm to 8 pm
Mildura Mildura Service Centre ,
112-124 Deakin Avenue
7 May, 6 pm to 8 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Corner Glen Eira and Hawthorn Roads
7 May, 6:30 pm to 8:30 pm
Ringwood REALM,
179 Maroondah Highway
9 May, 6 pm to 7:30 pm
Swan Hill Swan Hill Service Centre,
221 Beveridge Street
14 May, 10 am to 12 pm
South Yarra Toorak/South Yarra Library,
340 Toorak Road
15 May, 6 pm to 8 pm
Epping Quest Motel,
Cnr Cooper and Miller Streets
15 May, 6:30 pm to 8:30 pm
Sale Quest Apartments, Conference Room,
180 - 184 York Street (Princes Highway)
20 May, 5:30 pm to 7:30 pm
Horsham Horsham Service Centre,
Cnr Darlot and McLachlan Streets
20 May, 6 pm to 8 pm
Ivanhoe Ivanhoe Library,
255 Upper Heidelberg Road
28 May, 6:30 pm to 8:15 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
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
Spotswood Spotswood RSL,
16 Mary Street
26 March, 6 pm to 8:30 pm
Echuca Echuca Library,
310 Hare St
27 March, 1 pm to 3 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
28 March, 6 pm to 9 pm
Richmond Richmond Library,
415 Church Street
3 April, 5:30 pm to 7:30 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
30 April, 6 pm to 8 pm
Box Hill Box Hill Library,
1040 Whitehorse Road
8 May, 2 pm to 3 pm
Preston Preston Library,
266 Gower Street
8 May, 6 pm to 8 pm
Epping Quest Motel,
Cnr Cooper and Miller Street
8 May, 6:30 pm to 8:30 pm
Ringwood REALM,
179 Maroondah Highway
16 May, 6 pm to 7:30 pm
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

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
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
26 March, 6:30 pm to 8:30 pm
Melbourne Council of the Ageing,
Level 4, 533 Little Lonsdale Street
1 April, 10 am to 12 pm
Spotswood Spotswood RSL,
16 Mary Street
9 April, 6 pm to 8:30 pm
Ballarat Ballarat Library,Meeting Room,
178 Doveton Street North
15 April, 1:30 pm to 3:00 pm
Altona  Altona Library,
123 Queen Street
8 May, 6 pm to 8 pm
Doncaster Doncaster Library,
687 Doncaster Road
9 May, 10:30 am to 12 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
Warrnambool Archie Graham Centre,
Timor St
26 March, 10:00 am to 11:45 am
Spotswood Spotswood RSL,
16 Mary Street
2 April, 6 pm to 8:30 pm
Shepparton Overlander Hotel,
97 Benalla Road
9 April, 6 pm to 8 pm
Ballarat Ballarat Library,Meeting Room,
178 Doveton Street North
15 April, 10:30 am to 12:00 pm
Altona Altona Library,
123 queen Street
1 May, 6 pm to 8 pm
Kyabram Kyabram Library,
19 Lake Road
13 May, 10:30 am to 12:30 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
Dandenong Chisholm TAFE Dandenong,
Building A, Main Auditorium,
Room A124, 121 Stud Road
19 March, 6:30 pm to 8:30 pm
Frankston Chisholm TAFE Frankston,
Building N101, Ground Floor,
Enter via Kelso Street
21 March, 6:30 pm to 8:30 pm
Warrnambool Archie Graham Centre,
Timor St
26 March, 2 pm to 4 pm
South Yarra Toorak/South Yarra Library,
340 Toorak Road
27 March, 2 pm to 4 pm
Melbourne Council of the Ageing,
Level 4, 533 Little Lonsdale Street
8 April, 10 am to 12 pm
Coburg Coburg Library,
26-36 Louisa Street
8 April, 6 pm to 8 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
10 April, 6:30 pm to 8:30 pm
Bendigo Bendigo Service Centre,
231 Lyttleton Terrace
11 April, 6:00 pm to 7:30 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
11 April, 6 pm to 9 pm
Bulleen Bulleen Plaza Library,
79-109 Manningham Road
24 April, 2 pm to 3 pm
Mildura Mildura Service Centre ,
112-124 Deakin Avenue
9 May, 6 pm to 8 pm
Swan Hill Swan Hill Service Centre,
221 Beveridge Street
13 May, 6 pm to 8 pm
Altona Altona Library,
123 Queen Street
15 May, 6 pm to 8 pm
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 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

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
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
14 May, 6 pm to 8 pm
Bulleen Bulleen Plaza Library,
79-109 Manningham Road
15 May, 2 pm to 3 pm
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
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
3 April, 6:30 pm to 8:30 pm
Coburg Coburg Library,
26-36 Louisa Street
13 May, 6 pm to 8 pm

Understanding property

Topics covered:

  • investing in the property market
  • different types of property and their features
  • financing options and rates of return
  • taxation and property investment
Location Venue Date and time
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
4 April, 6 pm to 9 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
30 April, 6 pm to 8 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
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
7 May, 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.

Page last updated: 15 March 2019