LODGEYGLOSSARY
Finance

Offset vs Redraw

Offset preserves your deduction; redraw can taint it. They are not the same.

Definition

An offset account is a separate transaction account linked to your loan — its balance reduces the interest calculated on the loan, but the loan balance itself doesn't change. A redraw facility allows you to withdraw extra repayments you've made on the loan. The critical tax difference: withdrawing from an offset preserves the full loan purpose (deductible). Redrawing from the loan creates a new borrowing whose purpose is determined by what you use the funds for.

WHY IT MATTERS

This distinction is the #1 accidental tax mistake for property investors. Using redraw for personal expenses on an investment loan permanently taints the loan. Using offset for personal expenses has zero tax impact. Always use offset for flexibility; treat redraw as untouchable on investment loans.

EXAMPLE

You have $50,000 in extra repayments on your investment loan. If you redraw $50,000 to renovate your home (personal), you've just made $50,000 of the loan non-deductible. If instead you'd kept that $50,000 in an offset account and withdrawn it, the loan deductibility wouldn't change at all.

Related reading

Related terms

Need help with Offset vs Redraw?

Lodgey's AI tax assistant can answer your specific questions about offset vs redraw — with numbers, not generalities.

Ask Lodgey free →