Learn to manage money, invest wisely, and plan for a secure financial future in this comprehensive financial literacy workshop tailored for business owners. This course demystifies the critical components of financial and retirement planning in Australia, focusing on practical tools and a strategic mindset—not complex jargon. Through a series of guided sessions, you will clarify how much money is needed to retire comfortably and explore risk management around longevity and tax.
This workshop offers valuable general education on estate planning, the Age Pension system, and how to optimise earnings using structured ‘bucket’ systems. You’ll also learn how to approach pre-retirement planning, aged care readiness, and wealth transfer strategies.
Course Outline
- Pre-retirement Planning: Understanding financial heuristics, tax reduction, and investment diversification beyond super.
- Retirement Planning: Using bucket systems for income, managing longevity risks, and understanding Age Pension eligibility.
- Estate & Inheritance Planning: Structuring family support, awareness of tax issues, and essentials of wills and powers of attorney.
- Aged Care Readiness: Planning proactively with financial and practical considerations.
- Implementation: Creating a realistic, structured action plan to maintain financial peace of mind.
Schedule & Pricing
- Session 1: 9 May 2026 – 16 May 2026, 9:00 am to 3:00 pm
- Session 2: 6 Jun 2026 – 13 Jun 2026, 9:00 am to 3:00 pm
- Delivery mode: Online via Zoom
- Price: $179
Details
You will learn
- Estimate your retirement target using simple heuristics
- Develop a bucket-based income strategy for retirement
- Understand key risks and apply strategies to manage longevity and tax
You will get
- Statement of Completion
- Personalised retirement planning framework
- Greater clarity and confidence for financial decisions
Appropriate for
Australians aged 45–65 nearing retirement, recent retirees seeking structured financial planning, couples or singles wanting tax and estate clarity, and anyone seeking peace of mind in their financial journey.
Preparation
What to bring
- Notebook and pen or laptop
- Calculator
What to wear
Your Teacher
Sydney Community College
38 reviewsSydney Community College is a registered charity with a voluntary Board of Directors.
The College has a mission to offer innovative continuing adult education and training programmes that support individual efforts and facilitate sustainable social change.
We do this by:
- Providing quality continuing adult education opportunities for people to build practical and theoretical skills and develop knowledge;
- Leveraging from and developing community capacity and inclusivity;
- Developing innovative affordable and accessible skills training programmes;
- Partnering with like organisations to deliver learning opportunities for disadvantaged individuals and communities;
- Partnering with all levels of government to deliver education policy objectives.
Cancellations & Refunds
If the organiser cancels the class:
You are entitled to a full refund.
If you can't attend the class:
You’re welcome to send someone in your place.
OR
- A refund can be requested 10 days before class starts. An admin fee of AU$45.00 applies.
Terms & Conditions
At Sydney Community College, we know that plans can change unexpectedly. Whether it’s a shift in your schedule, a family emergency, or just a change of heart, we want to support you in the fairest way possible.
At the same time, we’re a not-for-profit organisation that commits resources to running each class—so last-minute cancellations can significantly impact our ability to offer quality, affordable programs.
That’s why we’ve created a simple, transparent policy that balances your need for flexibility with our need to plan and deliver courses sustainably. Our cancellation policy offers two clear options, depending on when you notify us:
Cancel More Than 10 Days Before the Course Starts – You can choose to receive a full refund, minus a $45 administration fee OR a non-refundable credit note valid for 12 months for the full value you paid for the course. This credit can be used towards any future course at the College.
Option 2: Cancel Within 10 Days of the Course Starting - You’ll receive a credit note valid for 12 months for 50% of the course fee you paid for the course. This credit can be used towards any future course at the College.
Please note that both refund and credit options are only available before the course begins. Once the course has started—or if you decide to withdraw after it has commenced—no refunds or credits can be issued. If you need to cancel your enrolment, just email us and we’ll take care of it based on the timelines above.
Have more questions about this class?
Tags:
Financial Planning for Business Owners
Coming Soon: More classes in the works!
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