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
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
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
Bendigo Bendigo Service Centre,
231 Lyttleton Terrace
14 November, 6:00 pm to 7:30 pm
Melbourne City Library,
253 Flinders Lane
5 December, 6 pm to 8 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
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

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
Shepparton Overlander Hotel,
97 Benella Road
20 November, 6 pm to 8 pm
Warrnambool Archie Graham Centre,
Timor Street
5 December, 2 pm to 4 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
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
Melbourne City Library,
253 Flinders Lane
12 December, 6 pm to 8 pm

General Interest seminars

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

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: 9 November 2018