LODGEYGLOSSARY
Finance

Mixed Purpose Loan

A single loan used for both investment and personal purposes — splits the interest deduction.

Definition

A mixed purpose loan is a single borrowing used for more than one purpose — e.g., an investment property purchase plus a personal car, or a redraw from an investment loan used for a holiday. Under TR 2000/2, the interest must be apportioned: only the portion attributable to the income-producing purpose is deductible. Loan 'tainting' occurs when personal draws from an investment loan create a permanent non-deductible component.

WHY IT MATTERS

Mixing purposes is one of the most expensive mistakes property investors make. A $20,000 redraw for a car on a $400,000 investment loan permanently taints 5% of the interest — costing roughly $500/year in lost deductions for the life of the loan. The ATO's data matching can detect these apportionments.

EXAMPLE

You have a $500,000 investment loan. You redraw $30,000 for a holiday. Now only $470,000/$500,000 = 94% of the interest is deductible. On $25,000/year interest, you lose $1,500/year in deductions.

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