ACSRF seminars

Whether you’re young and just starting out on your career path, have established a busy work and family life, are thinking about retirement, or even if you’ve already retired, there is always something new you can learn to help you better secure your financial future.

ACSRF recognises the need for financial coaching of people of all ages and believes it has a role to play as a trusted partner in your saving plans.

ACSRF’s seminars address a wide range of topics and will help you make sense of the world of superannuation, investments, pensions and financial planning. A brief outline of what you’ll learn in the current sessions we’re running is set out below.

Find a seminar [Search by seminar type and/or by state]

Seminar: ------ All seminars ------ In & Close to Retirement Retirement planning and allocated pensions Retirement planning workshop Wealth Creation State: ------ All states ------ ACT NSW QLD WA

Our seminars are all free to attend and each session will run for approximately 1.5 hours.

Retirement planning and allocated pensions
(Ideal if you’re aged 50+)

• Setting and achieving your retirement goals
• Boosting your super and saving tax-effectively
• Contributing to super within the new contribution limits
• Tracking/monitoring of your financial situation and retirement planning
• The Transition to Retirement strategy
• How Centrelink changes may affect you
• Changes to ACSRF’s investment options
• Can commission-free financial planning help you meet your retirement goals?

In & Close to Retirement
(Ideal if you’re aged 55+)

• Establishing your new budget
• Minimising debt
• Reviewing your investment options
• Reviewing goals—Short/medium/long term
• Government benefits—Centrelink*
• Using super as an income stream
• Retirement planning*
• Estate planning*

Wealth creation
(Ideal if you’re aged 35–50)

• Making the most of your cash flow, debt & investments
• Setting your goals—Short/medium/long term
• Understanding super’s tax benefits
• Insuring your most important asset—You!
• Financial planning*

*ACSRF offers financial planning advice to members on a fee-for-service basis and one of our financial planners will attend each seminar. A Centrelink FIS (Financial Information Service) Officer may also be in attendance to address relevant issues raised.

Our case studies and examples will show how you can relate the information presented to your own situation and there will be opportunities in each session for you to raise issues of particular interest to you.

We look forward to seeing you at one of our venues soon and remember that your family and friends are also welcome to attend, so please make a booking for them too!

If you can’t find a seminar being held near you, please keep checking this site as new sessions continue to be added. Alternatively, phone ACSRF on 1300 658 776 for further information or to discuss making an individual appointment with your ACSRF regional representative.