Retirement finances seminars

We're hosting a series of seminars to provide an essential forum for older Australians to discuss issues of relevance and network with other over 50s.

Join us for our retirement finances seminars presented by Basil La Brooy, Senior Officer National Seniors Financial Information Desk, and the Australian Taxation Office.

Seminar topic

With the over 50s in mind, this seminar will provide an introduction to the Financial Information Desk, which is a free service available to members of National Seniors Australia; provide information to assist in understanding your own situation and resources that can be used in retirement; outline opportunities for those who will be fully self-funded; outline Government Income Support (GIS) for over 50s and highlight the potential use and types of Equity Release products.

The ATO will be discussing super changes and how they will impact you, whether you have a self-managed super fund or are transitioning to retirement or retired. Topics included are income streams, transfer balance caps, concessional and non-concessional caps, spouse tax offset and low income super tax offset.

There will be a Q&A session following the presentation.

Financial Information Desk

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.

Gathering knowledge to make an informed investment decision can be difficult. Relevant information is not always readily available, nor at a reasonable cost. Keeping up to date can be arduous as the investment industry is constantly changing and evolving. Changes not only occur to investment products but also to legislation, including Government Income Support (GIS), taxation laws and guidelines.

FID's role is to arm people with up-to-date independent information that will assist them in making those big decisions prior to and in retirement. The FID provides financial information only. It does not give or imply investment advice, recommend financial products or planners, or undertake advocacy or complex casework. Nor does it receive commissions, bonuses or third party payments.

Our presenter

Basil La Brooy - National Seniors Australia

Basil has 24 years’ experience in the banking sector, specifically in lending and financial planning. For 18 years he worked with the former National Information Centre on Retirement Investments (NICRI) before joining the Financial Information Desk in 2015. Basil has a sound knowledge and understanding of superannuation, Government Income Support and the financial side of aged care. He is known to assist people to think 'outside the square'.

Details of the next seminar coming soon.

Every voice counts!
Add yours by joining National Seniors today.

Featured Article

View more articles on: