Using an offset account can potentially reduce the cost of interest on a home loan.
An offset account is a transaction or savings bank account that is linked to an existing home loan. The amount of funds in the offset account is used as a buffer against the outstanding balance of a home loan. When interest is calculated against the balance of the home loan amount, it is not charged against the ‘offset’ amount.
Here’s an example: Having a home loan of $500,000 and $50,000 in an offset account means that the loan interest is calculated at $450,000 instead. Over the course of a long loan period, using an offset account can result in thousands of dollars in cost savings.
How to Maximise The Value of An Offset Account
The impact of an offset account on the cost of interest can be increased by adding more funds into the account — more savings in the offset account will translate to a bigger buffer for the home loan amount.
- Convert your savings account into an offset account. Doing so will allow your savings to effectively ‘earn’ the interest rate of your home loan, which will typically be higher than the rate of the savings account. You will still be able to access your savings as usual without worrying about ‘locking’ your finances up.
- Deposit your earnings into the offset account. Every dollar counts in an offset account, and consistently adding to the account will result in greater savings on your home loan interest over time. Interest is calculated daily on an offset account, so even if the balance goes up and down with your day-to-day transactions, you'll still be ahead.
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