Investment vs Owner-Occupier

Compare the after-tax cost of investment lending vs PPOR. CPA perspective included.

Your Scenario

0%32.5%37%45%+2%

Investment Property

Effective Rate (after tax)

3.94%

Tax Saved p.a.

$16,188

Net Cost p.a. (after tax + rental)

+$6,238

Owner-Occupier (PPOR)

Cost p.a. (no deductions)

-$43,750

Over 5 years

Total Tax Saved

$80,938

Total Rental Income

$169,000

CPA Tax Insight

These figures are illustrative. Your actual after-tax position depends on depreciation schedules, capital gains timing, land tax, and whether the property is positively or negatively geared. A CPA-qualified broker can model your specific scenario.