Mortgage Offset Calculator

Calculate how much interest and time your offset account balance saves on your home loan.

Total Interest Saved
$0
Years Saved
0
Monthly Interest Saving
$0
Interest Without Offset
$0
Interest With Offset
$0
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How a Mortgage Offset Account Works

A mortgage offset account is a savings or transaction account linked to your home loan. Every dollar in the offset account reduces the loan balance on which interest is calculated — but without actually reducing your loan balance (so you can withdraw it anytime).

The Maths

If your loan balance is $500,000 and you have $50,000 in your offset account, you only pay interest on $450,000. At 6.5%, that's an interest saving of $3,250 per year — or $270 per month — compared to having no offset account.

Tax Efficiency

Because offset savings reduce your mortgage interest (not earn interest), there's no tax on the "return." This makes an offset account particularly efficient for higher-income earners in the 37% or 45% tax brackets — the after-tax equivalent return is much higher than a savings account paying the same rate.

Offset vs Redraw

Offset accounts sit outside the loan structure. Redraw facilities let you access extra repayments made directly into the loan. For investment properties, keeping funds in an offset (not reducing the loan) preserves deductibility of future interest — making offset strategically important for property investors.

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Frequently Asked Questions

How much does $100,000 in offset save?
At a 6.5% interest rate, $100,000 in your offset account saves $6,500 per year in interest — or about $542 per month. Over the remaining life of a 25-year loan, this could save over $100,000 in total interest and cut years off your loan term.
Does an offset account reduce my repayments?
No — your minimum repayments stay the same. However, more of each repayment goes to reducing principal (since less is needed for interest), which means the loan is paid off faster. Some lenders offer reduced repayment options, but keeping repayments the same accelerates payoff.
Is a 100% offset account worth it?
For most borrowers with significant savings, a 100% offset account is one of the most powerful debt reduction tools available. The main cost is that offset accounts are usually available on variable rate or offset-feature loans — which may have slightly higher rates than basic variable loans. Run the numbers to see if the interest saving outweighs any rate premium.
Disclaimer: This calculator provides estimates assuming a constant offset balance and interest rate. Actual savings depend on how your offset balance fluctuates over time. This is not financial advice.
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