Refinancing

When does refinancing make sense?

Refinancing is a means to an end. It is worth looking at the whole picture rather than the headline rate alone.

Updated 15 September 20267 min readBy Capital Route Editorial Team

Educational information — not personalised financial advice.

Common reasons people refinance

  • Seeking a different interest rate
  • Accessing features such as an offset account or redraw
  • Consolidating debt
  • Accessing equity for renovations or an investment
  • Changing loan term or repayment type
  • Moving from interest-only to principal and interest, or the reverse

Costs to include

Discharge fees, new loan application or settlement fees, valuation fees, government registration fees, potential LMI on a new loan above 80% LVR, and break costs on a fixed rate.

Loan term matters

Resetting a loan back to 30 years can lower monthly repayments while increasing total interest paid over the life of the loan. Comparing like-for-like terms gives a clearer picture.

Your current borrowing position

Refinancing is a new credit assessment. Income, expenses, debts and property value all get reassessed, and your position may have changed since the original loan.

Next step

Use the Refinance Calculator to compare a current loan against an alternative scenario, including switching costs.

Where this comes from: Written from publicly available Australian lending and government information. Figures change — confirm current details with the relevant lender or government source before relying on them.

Ready to explore your options?

If you'd like help applying this to your own situation, you can ask to be connected with a finance professional.