CalculatorsInvesting · 2027Portfolio modeller

Portfolio, under both regimes.

Model a mix of grandfathered, new-build and quarantined properties. Quarantined losses can absorb positive rentals from anywhere in the portfolio — the rest carries forward.

Portfolio settings
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Annual tax cost of the rule change
$15,654 carry-forward built up this year
$7,044
Portfolio net rental
−$96,046
Old-rules slice
−$80,392
Quarantined slice
−$15,654
Tax benefit · 4 properties · 45% marginal
Δ −$7,044/yr
Old rules
$43,221
Losses across all 4 properties offset other income freely.
New rules
$36,176
Quarantined loss of $15,654 carries forward to future rental income or capital gains.
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Per-property breakdown
PropertyRegimeRentInterestExpensesDepreciationNet taxable
Sydney unit (2019)Old$30,160$34,236$8,500$6,500−$19,076
Brisbane house (2024)Old$32,240$39,308$7,900$4,800−$19,768
Off-the-plan unit (2028)New build$37,440$51,988$10,500$16,500−$41,548
Adelaide townhouse (2028 resale)Quarantined$28,080$32,334$7,200$4,200−$15,654
Portfolio total$127,920$157,866$34,100$32,000−$96,046
Regime tags. Old: Grandfathered (pre-12 May 2026). · New build: New build (post-cutoff). · Quarantined: Quarantined (post-cutoff existing).
Current market rates

22 variable rates matching this loan shape

From 10 Australian lendersvia the ACCC’s open banking feed.

Rate type
Loan purpose
Repayment
  • Westpac
    Flexi First Option Home Loan - Veterans
    RedrawExtras
    3.25%
    Comparison rate n/a
  • Westpac
    Sustainable Upgrades Home Loan
    Extras
    4.49%
    4.49% comparison
  • Up
    Up Home Loan
    ExtrasOffsetRedraw
    5.95%
    5.95% comparison
  • ING
    Mortgage Simplifier
    Redraw
    5.99%
    6.02% comparison
  • CommBank
    Digi Home Loan (Owner Occupied)
    ExtrasRedrawOffset
    6.09%
    6.22% comparison
  • NAB
    NAB Defence Force Home Loan
    OffsetRedrawExtras
    6.09%
    6.18% comparison