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Breakfast Club: Preparing for Retirement

Home > Sydney > Community Events | Personal Development | Public Lectures | Self Help | Seniors
by Vanessa ★ (subscribe)
WeekendNotes Chief Editor / Chief Writer / PR & Communications.
Event:
An essential and enlightening forum for older Australians

On Monday 30th October 2017, National Seniors Australia invites you to join them for a seminar presented by Basil La Brooy, National Seniors Financial Information Desk, and Nathan Burgess, Australian Taxation Office.

The Financial Information Desk (FID) is an independent, confidential service funded by National Seniors Australia that aims to improve the investment information available to older Australians. Members can access free information on topics from super to aged care, pensions, funeral bonds, equity release and budgeting.

Tailored for over 50s, seminar topics include an introduction to the Financial Information Desk service; understanding your own situation and resources; opportunities for those who will be fully self-funded; Government Income Support (GIS); and Equity Release products.

The ATO will discuss super changes and how they will impact you, income streams, transfer balance caps, concessional and non-concessional caps, spouse tax offset and low income super tax offset. A Q&A session will follow.


Bookings are essential - choose from:

  • Session 1. Preparing for Retirement

    7.00 am to 9.00 am

    For those still working / Includes breakfast

  • Session 2. Progressing in Retirement

    10.30 am to 12.30 pm

    For those retired or working part-time occassionally

    To reserve your seat, please click the links above. Tickets are priced at $29 per person.

    For more information on the upcoming events, please visit www.nationalseniors.com.au and www.facebook.com/nationalseniors


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    When: Monday 30th October 2017
    Where: Rydges North Sydney, 54 McLaren Street North Sydney, NSW 2060
    Cost: $14 for National Seniors members, $29 for non-members
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