Mortgage Refinancing Calculator

Find out if refinancing is worth it — calculate your monthly saving, break-even point, and total interest saved.

Monthly Saving
$0
Break-Even Period
0 months
Total Saving (after costs)
$0
Interest — Current Loan
$0
Interest — New Loan
$0
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Is It Worth Refinancing Your Home Loan?

Refinancing — switching your existing home loan to a new lender or product — can save Australian borrowers tens of thousands of dollars over the life of their mortgage. But it's not always the right move. The key question is whether the savings from a lower interest rate outweigh the costs of switching, and how quickly you'll recoup those costs.

How the Refinancing Calculation Works

The calculator uses the standard mortgage repayment formula (PMT) to determine your current and new monthly repayments on the same remaining balance and term. The difference between these two figures is your monthly saving. Dividing your total switching costs by this monthly saving gives you the break-even period — the number of months before refinancing becomes profitable.

For example, if refinancing saves you $300/month and costs $1,500, you break even after 5 months. After that, every month you're ahead. Over a 25-year remaining term, those savings compound into a very substantial sum.

What Are Switching Costs?

Common refinancing costs include a discharge fee from your current lender (typically $150–$400), a new loan application or settlement fee from the incoming lender ($300–$700), and potentially a property valuation fee ($200–$600). Government mortgage registration and discharge fees also apply and vary by state. Total costs for a standard refinance typically range from $1,000 to $2,000. Some lenders offer cashback deals that can offset all or part of these costs — enter a reduced switching cost figure to reflect any cashback received.

When Refinancing Doesn't Make Sense

Refinancing is less beneficial — or may not be worth it at all — if you're on a fixed rate loan with significant break costs, if you plan to sell the property or pay off the loan before the break-even period, or if the rate difference is very small. If the new rate is only marginally lower, the monthly saving may be so small that it takes years to recoup switching costs. As a general rule, a rate difference of at least 0.5% is usually needed for refinancing to make clear financial sense.

Current Refinancing Landscape in Australia (2025)

With the RBA having adjusted rates significantly in recent years, many borrowers who took out loans at peak variable rates may find competitive refinancing options available. The gap between the best available rates and the standard variable rates offered to existing customers — sometimes called the "loyalty tax" — means that switching lenders is often where the biggest savings are found. Always compare the comparison rate, not just the headline rate, to account for ongoing fees.

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Frequently Asked Questions

How do I know if refinancing is worth it?
Refinancing is worth it if the total interest savings over your remaining loan term exceed the switching costs. The break-even period shown above is the key metric. If you plan to keep the loan beyond that point, refinancing is likely beneficial. A rate reduction of 0.5% or more on a loan of $400,000+ usually yields compelling savings.
What are typical refinancing costs in Australia?
Total switching costs for a standard variable-to-variable refinance typically range from $1,000 to $2,000. This includes discharge fees ($150–$400), new loan application/settlement fees ($300–$700), and potentially a valuation fee ($200–$600). Some lenders offer cashback of $2,000–$5,000 that can offset these costs entirely.
Can I refinance a fixed rate loan?
Yes, but breaking a fixed rate loan early incurs a break cost, which can be substantial — sometimes tens of thousands of dollars depending on the loan size, fixed rate, current wholesale rates, and remaining fixed term. Use our Fixed Rate Break Cost Calculator to estimate this before deciding to refinance.
Does refinancing reset my loan term?
Not automatically. You choose the new loan term when refinancing. Refinancing to a fresh 30-year term when you only have 20 years remaining would lower your monthly repayment but cost significantly more in total interest. Enter your actual remaining term into the calculator to get accurate comparisons, and consider maintaining the same term with your new lender.
How long does refinancing take?
Refinancing typically takes 2–6 weeks from application to settlement, including credit assessment, property valuation, document preparation, and the discharge of your existing loan. Some lenders offer faster processing for straightforward applications with clean credit histories.
What is the loyalty tax?
The loyalty tax refers to the rate premium that existing customers often pay compared to new customers at the same bank. Lenders frequently offer sharper rates to attract new borrowers while keeping existing customers on higher rates. If you haven't renegotiated your rate recently, calling your lender to ask for a rate match before refinancing elsewhere is always worth trying first.
Should I use a mortgage broker for refinancing?
A mortgage broker can compare dozens of lenders simultaneously, handle paperwork, and often negotiate better rates than you'd find independently. Brokers are paid by lenders via commissions and are generally free to use. They're particularly useful if your circumstances have changed since your original loan (e.g., changed employment, investment properties, or complex income).
Disclaimer: This calculator provides estimates based on the information you enter. Actual repayments and interest totals may vary based on your lender's calculation method, payment timing, and any fees. Break costs on fixed rate loans are not included. Not financial advice. Consult a licensed mortgage broker or financial adviser before making refinancing decisions.
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