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Financial Glossary — Mortgage Overpayment Calculator

Clear definitions of key Australian home loans and mortgage overpayment strategies terms. Use this glossary alongside our calculator to understand your results.

💡 How to use this glossary: These definitions relate directly to the terms used in our free Mortgage Overpayment Calculator. Click any letter below to jump to that section, or use Ctrl+F / Cmd+F to search the page.
Jump to letter:
A B C D E F H I L N O P R S V

A

Amortisation

The process of paying off a loan through regular repayments over time, with each payment covering both interest and principal.

B

Break Cost

A fee charged by lenders when a fixed rate loan is paid off early or refinanced before the fixed term ends.

C

Comparison Rate

A rate that includes most fees and charges, giving a more accurate picture of the true cost of a loan. Required by Australian law to be displayed alongside the advertised rate.

D

Draw Down

The act of accessing funds from a home loan or credit facility.

E

Equity

The difference between the current market value of your property and the amount still owed on your mortgage.

F

Fixed Rate

An interest rate that remains unchanged for a set period, providing repayment certainty but less flexibility for overpayments.

H

HEM (Household Expenditure Measure)

A benchmark used by Australian lenders to assess living expenses when calculating borrowing capacity.

I

Interest-Only Loan

A loan where repayments cover only the interest charged, with the principal remaining unchanged until the interest-only period ends.

L

LMI (Lenders Mortgage Insurance)

Insurance protecting the lender if you default. Required when borrowing more than 80% of a property's value.

LVR (Loan-to-Value Ratio)

The ratio of your loan amount to the property's value, expressed as a percentage. Lower LVR = better rates.

N

Negative Gearing

When investment property expenses (including mortgage interest) exceed rental income, creating a tax-deductible loss.

O

Offset Account

A transaction account linked to a mortgage where the balance reduces the loan amount on which interest is calculated.

P

P&I (Principal and Interest)

A loan where repayments cover both interest charges and reduction of the loan principal.

R

Redraw Facility

A feature allowing borrowers to access extra repayments they have made above the minimum required.

Refinancing

The process of replacing an existing home loan with a new loan, typically to access a better interest rate or features.

S

Serviceability

A lender's assessment of a borrower's ability to meet loan repayments under current and potential future conditions.

Split Loan

A home loan divided into both fixed and variable rate portions to balance rate certainty with flexibility.

V

Variable Rate

An interest rate that can change at any time, typically in response to RBA cash rate movements.

Use Our Free Calculator

Now that you understand the terminology, use our free Mortgage Overpayment Calculator to calculate your results. All terms above appear throughout the calculator and our guides.

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