Using an Offset Account to Save Long-Term

Christian Stevens, Mortgage Broker

Published December 11, 2025, 1:19  P.M

offset account strategies Learn how offset accounts reduce interest, increase long-term savings, and provide full financial flexibility. Flint structures offset strategies to help Australian homeowners and investors save thousands on their home loans.

Offset account strategies for Australia

Key Facts

  • An offset account strategies is a transaction account linked to your home loan that reduces the interest charged on your mortgage.
  • Every dollar sitting in your offset lowers your loan’s daily interest calculation — effectively acting like a tax-free return.
  • Offset accounts provide liquidity, flexibility, and long-term interest savings for both homeowners and investors.
  • They are especially powerful for borrowers with strong cash flow, savings habits, or plans to invest in future property.
  • Flint helps you understand, structure, and maximize your offset strategy as part of a long-term finance plan.

What Is an Offset Account?

An offset account is a regular everyday bank account linked directly to your home loan. Instead of earning interest, the balance is offset against your loan principal, reducing how much interest your lender charges.

Example:

  • Home loan: $600,000
  • Offset balance: $50,000
  • You only pay interest on: $550,000

 

The higher your offset balance, the more interest you save — without locking your money away or losing access to your funds.

Why Offset Accounts Work So Well

Benefits:

  • Reduce total interest payable — every dollar in your offset cuts loan costs
  • Retain full access to your money — unlike extra repayments
  • Enjoy a tax-free return — interest saved is not considered taxable income
  • Accelerate loan repayment — more of each repayment goes directly to principal

Offset vs Redraw — What’s the Difference?

Feature

Offset Account

Redraw Facility

Access funds anytime?

✅ Yes

✅ Usually, but may have limits

Tax-effective for investors?

✅ Yes

⚠️ May create tax complications

Works like a transaction account?

✅ Yes

❌ No

Appears separate from home loan?

✅ Yes

❌ Part of the loan

Smart Offset Strategies

  • Deposit salary, rental income, and all cash inflows straight into your offset
  • Use a credit card (responsibly) for monthly expenses to keep cash in your offset longer
  • Store savings and emergency funds inside the offset to compound interest savings
  • Use multiple offset accounts linked to split loans for owner-occupied and investment purposes

Ideal Candidates for Offset Accounts

  • Homeowners wanting flexibility without locking funds away
  • Property investors aiming to keep interest tax-deductible while parking cash
  • Savers with steady income who prioritize liquidity + long-term interest reduction
  • Borrowers with variable-rate or split home loans

📞 Want to Make Your Offset Work Harder?

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