Offset Account Calculator — Is the Fee Worth It?

An offset account makes your savings work at your mortgage rate, tax-free. This calculator shows the interest saved — and whether it beats the annual package fee your lender charges for the privilege.

Your typical savings + salary float
Interest saved over the loan

Uses official 2026-27 rates (last reviewed July 2026). Estimates only — see assumptions below.

How an offset actually works

An offset is a transaction account linked to your loan. When the bank calculates daily interest, it charges you on loan balance minus offset balance. With $30,000 offset against a $550,000 loan at 5.75%, you're charged interest on $520,000 — saving $1,725 in the first year. Your repayment stays the same, so that saving quietly becomes extra principal reduction, compounding for the rest of the loan.

Better than a savings account — for most people

Interest "earned" by an offset is really interest not paid, so it's tax-free. A 5.75% offset beats a 5% savings account even before tax; after tax at a 30% marginal rate, that savings account is really earning 3.5%. The higher your tax bracket and mortgage rate, the more lopsided the comparison gets.

The fee trap

Offsets usually come inside a "package" loan costing $248–$395 a year, often with a slightly higher rate than a basic loan. The break-even is simple: fee ÷ interest rate. At 5.75%, a $395 fee needs about $6,900 sitting in offset year-round just to break even. If your buffer is small or you'd genuinely leave the money untouched, a basic loan with free redraw often wins. If you hold $20,000+ of savings and salary float, the offset wins comfortably — the calculator above nets it out for you.

Investors: offset beats redraw for tax reasons. Parking cash in offset preserves the loan balance (and its deductibility); paying it down and redrawing later for personal use taints the deduction. Owner-occupiers can treat them as equivalent.

Getting the most from it

Have your salary paid straight into the offset, run daily spending from a credit card paid in full monthly, and keep every buffer — emergency fund, holiday savings, tax set-asides — in the offset rather than a separate savings account. Every dollar, every day, counts against the loan balance.

Frequently asked questions

How much does a $50,000 offset save?
At 5.75%, about $2,875 in the first year, tax-free — and if kept there long-term on a typical loan, well over $100,000 of interest plus several years off the term.
Is an offset account better than a savings account?
Almost always, once your mortgage rate exceeds the after-tax return on savings. Offset savings are tax-free because they're interest avoided, not income earned.
How much money do I need in offset to justify the fee?
Roughly the annual fee divided by your interest rate — about $6,900 for a $395 fee at 5.75%. Below that, a no-fee loan with redraw is usually better.
Is offset money safe if the bank collapses?
Offset balances are deposits covered by the Financial Claims Scheme up to $250,000 per person per bank, and in practice would be set off against your loan.

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