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
North Melbourne North Melbourne Library,
66 Errol Street
1 October, 5:30 pm to 7:30 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
4 October, 6 pm to 9 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
8 October, 6 pm to 8 pm
Preston Darebin Arts and Entertainment Centre,
Cnr Bell and St Georges Road
18 October, 6:30 pm to 8:30 pm
Cheltenham Cheltenham Service Centre,
1242 Nepean Highway
25 October, 6:30 pm to 8:30 pm
Dandenong Chisholm TAFE Dandenong,
121 Stud Road
13 November, 6:00 pm to 8:30 pm
Frankston Chisholm TAFE Frankston,
Enter via Kelso Street
15 November, 6:30 pm to 8:30 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
16 November, 6 pm to 9 pm
Melbourne City Library,
253 Flinders Lane
21 November, 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
North Melbourne North Melbourne Library,
66 Errol Street
24 September, 6 pm to 8 pm
Preston Darebin Arts and Entertainment Centre,
Cnr Bell and St Georges Road
10 October, 6:30 pm to 8:30 pm
Melbourne City Library,
253 Flinders Lane
14 November, 6 pm to 8 pm
Doncaster Doncaster Library,
MC Square, 687 Doncaster Road
15 November, 11:00 am to 12:30 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
Boronia St Paul's Church,
Cnr Dorset and William Streets
19 September, 6:30 pm to 8:30 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
20 September, 6 pm to 9 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
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
2 October, 6 pm to 8 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Cnr Glen Eira and Hawthorn Road
2 October, 6:30 pm to 8:30 pm
Geelong Council Chambers, City Hall,
30 Gheringhap Street
3 October, 9 am to 12 pm
Swan Hill Swan Hill Service Centre,
221 Beveridge Street
9 October, 2 pm to 4 pm
Bairnsdale Riversleigh Hotel, Conference Room,
1 Nicholson Street
9 October, 5:30 pm to 7:30 pm
Cheltenham Cheltenham Service Centre,
1242 Nepean Highway
11 October, 6:30 pm to 8:30 pm
Mildura Mildura Service Centre,
112-124 Deakin Avenue
16 October, 6 pm to 8 pm
South Yarra Toorak/South Yarra Library,
340 Toorak Road
16 October, 6:00 pm to 8:30 pm
North Melbourne North Melbourne Library,
66 Errol Street
22 October, 6 pm to 8 pm
Sale Quest Apartments, Conference Room,
180 - 184 York Street (Princes Highway)
31 October, 5:30 pm to 7:30 pm
Preston Darebin Arts and Entertainment Centre,
Cnr Bell and St Georges Road
31 October, 6:30 pm to 8:30 pm
Frankston Chisholm TAFE Frankston,
Enter Via Kelso Street
8 November, 6:30 pm to 8:30 pm
Bendigo Bendigo Service Centre,
231 Lyttleton Terrace
13 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
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
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
4 October, 6:30 pm to 8:30 pm
North Melbourne North Melbourne Library,
66 Errol Street
8 October, 6 pm to 8 pm
Hoppers Crossing Encore Events Centre,
80 Derrimut Road
8 October, 6:00 pm to 8:30 pm
Malvern Malvern Library,
1255 High Street
9 October, 6:00 pm to 8:30 pm
Taylor Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
11 October, 6 pm to 9 pm
Bairnsdale Riversleigh Hotel, Conference Room,
1 Nicholson Street
16 October, 5:30 pm to 7:30 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
16 October, 6 pm to 8 pm
Cheltenham Cheltenham Service Centre,
1242 Nepean Highway
18 October, 6:30 pm to 8:30 pm
Preston Darebin Arts and Entertainment Centre,
Cnr Bell and St Georges Road
23 October, 6:30 pm to 8:30 pm
Sale Quest Apartments, Conference Room,
180 - 184 York Street (Princes Highway)
14 November, 5:30 pm to 7:30 pm
Bendigo Bendigo Service Centre,
231 Lyttleton Terrace
15 November, 6:00 pm to 7:30 pm
Dandenong Chisholm TAFE Dandenong,
121 Stud Road
20 November, 6:30 pm to 8:30 pm
Frankston Chisholm TAFE Frankston,
Enter via Kelso Street
22 November, 6:30 pm to 8:30 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
23 November, 6 pm to 9 pm
Melbourne City Library,
253 Flinders Lane
28 November, 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
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
4 October, 6:30 pm to 8:30 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Cnr Glen Eira and Hawthorn Road
9 October, 6:30 pm to 8:30 pm
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
11 October, 6:30 pm to 8:30 pm
Warrnambool Archie Graham Centre,
Timor Street
16 October, 1:00 pm to 2:45 pm
Watsonia Watsonia Library,
9 Ibbotson Street
17 October, 6:30 pm to 8:15 pm
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
23 October, 6 pm to 8 pm
Daylesford Victoria Park Pavillion (Daylesford),
Ballan-Daylesford Road and Burrall Street
25 October, 1:30 pm to 3:00 pm
Taylors Lakes Taylors Lakes Hotel Convention Centre,
7 Melton Highway
25 October, 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
Glen Waverley Glen Waverley Service Centre,
7 Bogong Avenue
27 September, 6:30 pm to 8:30 pm
Echuca Echuca Library,
310 Hare Street
10 October, 1 pm to 3 pm
Hoppers Crossing Encore Events Centre,
80 Derrimut Road
15 October, 6:00 pm to 8:30 pm
Warrnambool Archie Graham Centre,
Timor Street
16 October, 10:00 am to 11:45 pm
Daylesford Victoria Park Pavillion (Daylesford),
Ballan-Daylesford Road and Burrall Street
25 October, 10:30 am to 12:00 pm
Dandenong Chisholm TAFE Dandenong,
121 Stud Road
30 October, 6:30 pm to 8:30 pm
Shepparton Overlander Hotel,
97 Benella Road
20 November, 6 pm to 8 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
Shepparton Shepparton Library,
41 - 42 Marungi Street
19 September, 1 pm to 3 pm
Doncaster Doncaster Library,
MC Square, 687 Doncaster Road
4 October, 11:00 am to 12:30 pm
Swan Hill Swan Hill Service Centre,
221 Beveridge Street
10 October, 10 am to 12 pm
Mildura Mildura Service Centre,
112-124 Deakin Avenue
10 October, 6 pm to 8 pm
Broadmeadows Hume Global Learning Centre,
1093 Pascoe Vale Road
11 October, 6:30 pm to 8:30 pm
Caulfield Glen Eira Town Hall, The Theatrette,
Cnr Glen Eira and Hawthorn Road
15 October, 6:30 pm to 8:30 pm
Warrnambool Archie Graham Centre,
Timor Street
16 October, 3:15 pm to 4:45 pm
Bairnsdale Riversleigh Hotel, Conference Room,
1 Nicholson Street
23 October, 5:30 pm to 7:30 pm
Echuca Echuca Library,
310 Hare Street
24 October, 1 pm to 3 pm
Watsonia Watsonia Library,
9 Ibbotson Street
24 October, 6:30 pm to 8:15 pm
North Melbourne North Melbourne Library,
66 Errol Street
29 October, 5:30 pm to 7:30 pm
Preston Darebin Arts and Entertainment Centre,
Cnr Bell and St Georges Road
7 November, 6:30 pm to 8:30 pm
Sale Quest Apartments, Conference Room,
180 - 184 York Street (Princes Highway)
21 November, 5:30 pm to 7:30 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
30 November, 6 pm to 9 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 Library,
1040 Whitehorse Road
17 October, 2 pm to 3 pm
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
2 November, 6 pm to 9 pm

Financial planning and choosing a financial planner

Topics covered:

  • fees and costs
  • disclosure rules
  • the financial planning process
  • what to consider when choosing a financial planner
Location Venue Date and time
Camberwell The Camberwell Centre, Parkview Room,
340 Camberwell Road
9 November, 6 pm to 9 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, 6:00 pm to 8:30 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
Geelong Australia Post Small Business Hive,
108 Gheringhap Street
30 October, 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
18 October, 6 pm to 8 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
Box Hill Box Hill Library,
1040 Whitehorse Road
14 November, 2 pm to 3 pm
No seminars in your area? Tell us what seminar you're interested in and where you'd like it run.

Page last updated: 19 September 2018