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Glossary
Plain-language definitions of Australian financial planning, tax, superannuation, and Canwi terms.
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A
B
C
D
E
F
G
H
I
J
L
M
N
O
P
R
S
T
V
W
Y
A
Terms starting with A
Account-Based Pension
Accumulation Super
Age Pension
Age Pension Asset Test
Age Pension Income Test
Assessable Capital Gain
Assets
B
Terms starting with B
Balance Sheet
Bring-Forward Rule
C
Terms starting with C
Canwi
Canwi Plus
Capital Gains Tax (CGT)
Cash Account
Cashflow
Cashflow Priorities
Cashflow Projection
CGT Discount Method
CGT Indexation Method
Collectables
Concessional Carry Forward
Concessional Contributions
Concessional Contributions Cap
Contributions Tax
Cost Base
Cryptocurrency
D
Terms starting with D
Deeming Rates
Defined Benefit Super
Dividend Income
Division 293 Tax
Downsizer Contribution
E
Terms starting with E
Employer Super Guarantee (SG)
Employment Income
F
Terms starting with F
Family Tax Benefit Part A
Family Tax Benefit Part B
Financial Breakdown
Financial Plan
Financial Projection
First Home Super Saver Scheme (FHSS)
Fixed Income
G
Terms starting with G
Government Co-Contribution
H
Terms starting with H
HELP Debt (HECS)
HELP Repayment
I
Terms starting with I
Income Tax
Initial Position
Interest Income
Interest-Only Loan
Investment Property
J
Terms starting with J
Joint Ownership
L
Terms starting with L
Lenders Mortgage Insurance (LMI)
Liabilities
Life Event
Living Expenses
Loan Amortisation
Loan Refinancing
Low Income Tax Offset (LITO)
Lump Sum Withdrawal
M
Terms starting with M
Main Residence Exemption
Medicare Levy
Medicare Levy Surcharge (MLS)
Milestone
Model Settings
Mortgage
N
Terms starting with N
Negative Gearing
Negative Gearing Reform
Net Worth
New Build Property
Nominal Values
Non-Concessional Contributions
Non-Concessional Contributions Cap
O
Terms starting with O
Offset Account
Ownership
P
Terms starting with P
Parental Leave
Personal Loan
Plan Builder
Plan Timeline
Precious Metals
Preservation Age
Primary Residence
Progress Point
R
Terms starting with R
Real Values
Recurring Expenses
Rental Income
Rental Property Deductions
Rental Property Depreciation
Retirement Income
Retirement Planning
S
Terms starting with S
Salary Sacrifice
Scenario
Scenario Comparison
Shared Scenario
Shares
Shortfall Funding
Spouse Super Contribution
Spouse Superannuation Tax Offset
Super Drawdown
Super Drawdown Strategy
Super Income Stream
Superannuation
Surplus Cashflow
T
Terms starting with T
Tax Deductions
Tax Offsets
Taxable Income
Total Super Balance (TSB)
Track Vs Plan
Transfer Balance Account
Transfer Balance Cap
V
Terms starting with V
Vehicle Assets
W
Terms starting with W
Withholding Tax
Working Australians Tax Offset
Y
Terms starting with Y
Year-By-Year Projection