Financial Seminars in English, Cantonese and Mandarin

These free Financial Seminars are brought to you by Willoughby City Library and the Dept of Human Services — Financial Information Service.

Understanding Self-Managed Superannuation Funds (SMSF)

Find out more about setting up and running your own DIY superannuation fund. This seminar will cover:

  • Legal requirements and responsibilities
  • What you can and cannot do
  • Investment options, costs and viability 
  • Choices at retirement. 

This seminar will be presented in conjunction with a guest speaker from the SMSF industry. 

Thursday 30 November 2017, 6-7.30pm 
Conducted in English

Bookings essential

了解您的福利金 Understanding your pension


1.         怎樣計算福利金   
2.         收入與資產評估及其運作 
3.         收入與資產的種類
4.         退休金的評估 
5.         財務投資的”認為”規則 
6.         饋贈規則  
7.         工作獎金 
8.         領取福利金人士津貼  
9.         權利和義務   

Topics will include 

1.         How pensions are calculated 
2.         Income and assets test and how they work
3.         Types of income and assets
4.         Assessment of superannuation
5.         Deeming rules on financial investments
6.         Gifting rules
7.         Work Bonus
8.         Pensioner Concessions
9.         Rights and obligations

Cantonese (廣東話)2017年12月4日(星期一) 上午10時至11:30分 
Mon 4 Dec 2017, 10am-11:30am
Conducted in English, Cantonese interpreter will be present.
必需報名 Bookings essentials

Mandarin (普通話)2017年12月8日(星期五) 上午10時至11:30分
Fri 8 Dec 2017, 10am-11:30am
Conducted in English, Mandarin interpreter will be present.
必需報名 Bookings essentials