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
Fawkner Fawkner Library,
77 Jukes Road
18 February, 6 pm to 8 pm
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
18 February, 6:30 pm to 8:30 pm
Frankston Chisholm TAFE Frankston Campus,
Building A, Level 2, Room A205 - 206
12 March, 6:30 pm to 8:30 pm
Mildura Mildura Service Centre,
112 - 124 Deakin Avenue
17 March, 6 pm to 8 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
30 April, 6 pm to 8 pm
Camberwell Camberwell Library - Meeting Room 1 ,
340 Camberwell Road 
5 May, 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
Mill Park Mill Park Library,
394 Plenty Road
2 April, 7 pm to 8 pm
Diamond Valley Diamond Valley Library,
Civic Drive
7 May, 1:30 pm to 3:00 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
Lilydale Box Hill TAFE,
34 John Street
4 March, 6:30 pm to 8:30 pm
Frankston Chisholm TAFE Frankston Campus,
Building A, Level 2, Room A205 - 206
5 March, 6:30 pm to 8:30 pm
Traralgon Century Inn,
5 Airfield Road
11 March, 5:30 pm to 7:30 pm
Mildura Mildura Service Centre,
112 - 124 Deakin Avenue
19 March, 6 pm to 8 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
16 April, 6 pm to 8 pm
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
23 April, 6:30 pm to 8:30 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
23 April, 6 pm to 8 pm 
Mornington 

Mornington Community Centre,
320 Main Street

5 May, 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
Cranbourne East Balla Balla Community Centre,
65 Berwick-Cranbourne Road
25 February, 6:30 pm to 8:30 pm
Traralgon Century Inn,
5 Airfield Road
18 March, 5:30 pm to 7:30 pm
Frankston Chisholm TAFE Frankston Campus,
Building A, Level 2, Room A205 - 206
19 March, 6:30 pm to 8:30 pm
Glenroy Glenroy Library,
737 Pascoe Vale Road
23 March, 6 pm to 8 pm
Coburg Coburg Library,
Cnr Victoria & Louisa Streets
30 March, 6 pm to 8 pm
Yea Yea Library,
15 The Semicircle
14 April, 11:00 am to 12:30 pm
Cheltenham Cheltenham Service Centre,
1242A Nepean Highway
7 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
Lilydale Box Hill TAFE,
34 John Street
11 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
Preston Darebin Service Centre,
251 Murray Road
4 March, 2:00 pm to 3:30 pm
Preston Darebin Service Centre,
251 Murray Road
18 March, 10:30 am to 12:00 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
Mornington Mornington Community Centre,
320 Main Street
17 March, 1 pm to 3 pm
Lilydale Box Hill TAFE,
34 John Street
18 March, 6:30 pm to 8:30 pm

Centrelink and Carers

Topics covered:

  • Payment Options
  • Respite care
  • Assets and Income Tests
  • Concessions.
Location Venue Date and time
Mornington Mornington Community Centre,
320 Main Street
5 March, 9:30 am to 11:30 am

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
Lilydale Box Hill TAFE,
34 John Street
25 March, 6:30 pm to 8:30 pm
Box Hill Box Hill Town Hall,
1022 Whitehorse Road
30 April, 6:30 pm to 8:30 pm
Mill Park Mill Park Library,
394 Plenty Road
30 April, 7 pm to 8 pm

Home Equity Loans for Seniors

Topics covered:

  • what are home equity conversion loans?
  • advantages and disadvantages
  • estate issues
  • the alternative options.
Location Venue Date and time
Mornington

Mornington Community Centre,
320 Main Street

26 March, 9:30 am to 11:30 am

Managing your money

Topics covered:

  • budgeting and saving
  • managing debts
  • planning for the future
  • protecting your assets.
Location Venue Date and time
Broadmeadows Broadmeadows Library,
1093 Pascoe Vale Road
25 February, 1:30 pm to 3:00 pm
Avondale Heights Avondale Heights Library,
69-79 Military Road
2 March, 6:00 pm to 7:45 pm
Preston Preston Library,
266 Gower Street
5 March, 6:30 pm to 8:30 pm
Mill Park Mill Park Library,
394 Plenty Road
12 March, 7 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 Town hall,
1022 Whitehorse Road
16 April, 6:30 pm to 8:30 pm

No seminars in your area?

You can contact us directly for information about financial matters:

  • over the phone by calling the Older Australians line and say Financial Information Service when prompted, or
  • at a personal appointment with a FIS officer if they have more complex enquiries.

Contact a FIS officer for more information.

Page last updated: 14 February 2020