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AFTER-TAX WEALTH COMPARISON · AU FY2026–27

Mortgage or market?

Compare the after-tax outcome of putting spare cash into extra home loan repayments versus investing it, using your own marginal tax rate.

$15,000
$0
15 yrs
6.0%
$130,000
5.5%
3.5%
Cumulative after-tax wealth
Extra mortgage repayments
Investing
Resident tax brackets — FY2026–27
Taxable incomeRateTax on band

General information only, not financial or tax advice. Assumes deductibility of loan interest as selected above, a single marginal tax rate held constant, dividend income taxed annually with franking credits as selected, and full disposal for CGT purposes at the end of the horizon.