Offset Account Calculator

See how much mortgage interest you can save by keeping savings in an offset account linked to your loan.

Mortgage Details

500,000
100k2M
6.5
210
30
530

Offset Account

50,000
0500k

Offset ratio: 10.00% of your mortgage balance

The more you hold in offset, the more interest you save. Even $10k makes a difference!

Monthly Interest Comparison

Interest with Offset$2,437.5
Interest Saved$270.833

Monthly Savings

$271

1000.00% less interest

Annual Savings

$3,250

This calculator provides estimates for general information purposes only. Results are not financial, tax or legal advice and do not take into account your personal circumstances. Always consult a licensed professional before making any financial decisions.

Savings Over Time

Total Savings (Mortgage Term)

$97,500

Over 30 years

Mortgage Interest Reduction

1000.00%

Less interest you'll pay overall

How Offset Accounts Work

1. Link your savings: Your offset account balance is held separately but linked to your mortgage.

2. Offset your interest: The bank calculates your mortgage interest on (Mortgage Balance − Offset Balance). You don't earn interest on the offset funds, but you save it by paying less mortgage interest.

3. Stay flexible: You can withdraw from the offset account anytime — it's your money, not tied up in the mortgage.

Example: Mortgage $500k @ 6.5%, Offset $50k = You only pay interest on $450k. That's $271/month saved.

By keeping $$50,000 in offset, you'll save approximately $$3,250 per year in mortgage interest. Over your 30-year mortgage, that's $$97,500 — no tax, no conditions, pure savings.

⚠️Estimate only. This assumes a fixed interest rate and constant offset balance. In reality, rates change, and you may add or withdraw from the offset account. Always check the fine print of your offset account — some charge fees, some have minimum balance requirements, and some may not offset 100% dollar-for-dollar. Consult your bank or mortgage broker for exact terms.

Frequently Asked Questions

Want to refinance to a loan with offset?

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Next step: calculate extra repayment savings

Compare offset account savings with extra mortgage repayments.

Extra Repayment Calculator