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Capital Gains Tax
A tax on the gains of an investment, payable only when the capital gain is realised by selling the investment.
A tax on the gains of an investment, payable only when the capital gain is realised by selling the investment.
Capital Gains/growth
Occur when the market value of an investment increases.
Occur when the market value of an investment increases.
Cash
One of the asset classes. Coin and note currency in circulation and in deposit accounts and money market securities.
One of the asset classes. Coin and note currency in circulation and in deposit accounts and money market securities.
Cash Management Trust (CMT)
A form of managed investment in which the primary investment is cash securities. While offering security, they can also offer the potential for a higher return than an ordinary bank savings account.
A form of managed investment in which the primary investment is cash securities. While offering security, they can also offer the potential for a higher return than an ordinary bank savings account.
Chattel Mortgage
A chattel mortgage is a type of leasing facility used to finance business equipment. The asset acts as security for the lender, and upon the final payment, ownership of the item is transferred to the lessee. It is specifically for business purposes and can be used to finance motor vehicles, plant and equipment. Like a standard loan facility, the lessee retains ownership of the asset throughout the term of the loan - the asset is effectively mortgaged to the finance provider until the final payment is made.
A chattel mortgage is a type of leasing facility used to finance business equipment. The asset acts as security for the lender, and upon the final payment, ownership of the item is transferred to the lessee. It is specifically for business purposes and can be used to finance motor vehicles, plant and equipment. Like a standard loan facility, the lessee retains ownership of the asset throughout the term of the loan - the asset is effectively mortgaged to the finance provider until the final payment is made.
Client Data Form / Fact Find
All advice must be preceded with the client's completion of a Client Data Form which ascertains a client's personal details and investor profile.
All advice must be preceded with the client's completion of a Client Data Form which ascertains a client's personal details and investor profile.
Commission
A fee paid to a financial adviser or stockbroker for a financial transaction or advice. Sometimes referred to as brokerage.
A fee paid to a financial adviser or stockbroker for a financial transaction or advice. Sometimes referred to as brokerage.
Compliance
Compliance Department within Head Office is responsible for ensuring all Authorised Representatives and Life Broker Representatives who are licensed under all of our licences are conducting their businesses in line with the rules that are set in place by governing bodies such as the Australian Securities and Investments Commission (ASIC).
Compliance Department within Head Office is responsible for ensuring all Authorised Representatives and Life Broker Representatives who are licensed under all of our licences are conducting their businesses in line with the rules that are set in place by governing bodies such as the Australian Securities and Investments Commission (ASIC).
Compound Interest
Interest calculated on the principal and interest already accrued.
Interest calculated on the principal and interest already accrued.
Concessional Component
Superannuation benefits received before 1 July 1994 which relate to certain disablement, redundancy and approved early retirement benefits.
Superannuation benefits received before 1 July 1994 which relate to certain disablement, redundancy and approved early retirement benefits.
Constitution
Formerly known as a Trust Deed. A document setting out the methods of application, investment and withdrawal of funds within a managed investment, unit trust or public offer superannuation fund.
Formerly known as a Trust Deed. A document setting out the methods of application, investment and withdrawal of funds within a managed investment, unit trust or public offer superannuation fund.
Consumer Price Index (CPI)
An index measuring the prices of items of a selection of goods and services. This allows a comparison of the relative cost of living over time, which is known as inflation.
An index measuring the prices of items of a selection of goods and services. This allows a comparison of the relative cost of living over time, which is known as inflation.
Contributions
Amounts of money placed into a fund.
Amounts of money placed into a fund.
Contributions Tax
Tax applied to certain contributions to a superannuation fund.
Tax applied to certain contributions to a superannuation fund.
Currency Gains
The contribution to a security's capital gain, attributed to movements in the currency in which the asset was denominated.
The contribution to a security's capital gain, attributed to movements in the currency in which the asset was denominated.