bt.com.au

Website:https://www.bt.com.au/
Upvotes received0
Downvotes received0
Karma:0 (upvotes-downvotes)



0 earned Badges

No badges were found



Definitions (119)

1

0 Thumbs up   0 Thumbs down

account-based pension


is flexible retirement income stream with unlimited access to capital and flexible income payments (subject to Government prescribed minimum payment limits) but with no guarantee on how long the inves [..]
Source: bt.com.au

2

0 Thumbs up   0 Thumbs down

accumulation fund


a superannuation fund where your account balance is calculated as your deposits to the fund (ie, contirbutions and rollovers) plus your investment earnings less any fees, taxes and insurance premiums [..]
Source: bt.com.au

3

0 Thumbs up   0 Thumbs down

all ordinaries accumulation index


a measurement of the average movements in share price of a selection of major Australian companies listed on the Australian Stock Exchange. It is an accumulation index, which means that it assumes tha [..]
Source: bt.com.au

4

0 Thumbs up   0 Thumbs down

annuity


a regular income stream paid to an individual from a lump sum investment, usually for the purposes of retirement income.
Source: bt.com.au

5

0 Thumbs up   0 Thumbs down

approved deposit fund


a concessionally taxed investment fund for superannuation monies. Similar to a superannuation fund, however an ADF can only accept rollovers and cannot accept contributions. For this reason superannua [..]
Source: bt.com.au

6

0 Thumbs up   0 Thumbs down

application


to apply for an investment,superannuation or insurance.
Source: bt.com.au

7

0 Thumbs up   0 Thumbs down

appreciation


the increase in the value of an asset.
Source: bt.com.au

8

0 Thumbs up   0 Thumbs down

asset allocation


a representation of how a portfolio is invested among the various available asset classes. For example, a balanced fund may have an asset allocation of 30% Australian shares, 25% international shares, [..]
Source: bt.com.au

9

0 Thumbs up   0 Thumbs down

asset classes


types of investments, such as shares, fixed interest securities, property, cash and international investments.
Source: bt.com.au

10

0 Thumbs up   0 Thumbs down

balanced fund


sometimes called a diversified fund, a type of managed fund whose investment strategy is to have some proportion of its investments in all major asset classes, and to create a risk/return balance betw [..]
Source: bt.com.au


To view all 119 definitions, please sign in.