LODGEYGLOSSARY
Tax

TR 2000/2 Interest Deductibility

ATO ruling on when loan interest is deductible — purpose of the loan matters, not what secures it.

Definition

Tax Ruling TR 2000/2 is the ATO's definitive guidance on the deductibility of interest expenses. The core principle: interest is deductible based on the purpose for which the borrowed funds are used, not the security (which property is mortgaged). If you borrow to buy an investment property, the interest is deductible — even if the loan is secured against your home. Conversely, if you redraw from an investment loan for personal use, that portion of interest becomes non-deductible.

WHY IT MATTERS

TR 2000/2 is why the redraw trap exists. One personal redraw can permanently 'taint' an investment loan, making part of the interest non-deductible forever. Understanding this ruling is essential for anyone with multiple loans or who uses offset/redraw facilities.

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