News & Publications
We love to share articles, in particular we like to provide pertinent information relating to the financial services industry to our clients and wider network. It’s our business to better inform and we use this space as well as our Social Media Platforms to publish recent articles of interest.
Latest Articles
Raising Money Savvy Kids
Teaching Financial Literacy from a Young Age As parents, one of the most valuable gifts we can give our children is the knowledge and skills
Understanding the Special Rate Disability Pension (SRDP) for Veterans
Understanding the Special Rate Disability Pension for Veterans Here at APEX Financial Services Group, we are dedicated to supporting veterans in navigating the complexities of
15% Tax Offset MSBS, Military Super letter template
15% Tax Offset MSBS, Military Super letter template To make it easier for you to apply for a 15% tax offset on your pension due
Special Rate Disability Pension (SRDP) election form
Special Rate Disability Pension (SRDP) Election Form The Special Rate Disability Pension (SRDP) Election Form must be completed if you wish to receive a Special
Budget 2021-22
Budget 2021-22 CPA has put together a useful overview and highlights of the 2021-22 Budget. To access this PDF, click the button below. Download Budget
Budget Template
Budget Template and Cash Flow Looking for a Budget Spreadsheet for you and your families finances? Download our free Budget spreadsheet today, in Microsoft Excel
Permanent Impairment (PI)
Permanent Impairment If you have an injury or disease which is accepted as related to your ADF service (i.e. an accepted condition) then you may
Special Rate Disability Pension (SRDP)
Special Rate Disability Pension (SRDP) The SRDP provides an alternative form of periodic compensation (instead of incapacity payments) for people whose capacity for work has
Superannuation Contributions
Superannuation Contributions Did you know that from 1 July 2021, super contribution caps will increase. To read more, click the button below to download an
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