Split Home Loans | Fixed & Variable Combined | Finance Hub
🏦 Smart Loan Structure

Split Loans: Get the Benefits of Fixed and Variable Rates

Why choose one when you can have both? A split loan protects you from rate rises while keeping the flexibility to pay off your loan faster.

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What Is a Split Loan?

A split loan divides your home loan into two separate portions — one charged at a fixed rate and the other at a variable rate. You're essentially running two loans within a single mortgage, each with different features and benefits.

The fixed portion locks in your rate for a set period (usually 1–5 years), giving you predictable repayments and protection if interest rates rise. The variable portion moves with the market — meaning you benefit when rates drop, and you keep access to features like extra repayments, offset accounts, and redraw.

Think of it this way: the fixed portion is your "safety net" against rate rises, while the variable portion is your "accelerator" that lets you pay down your loan faster.

Couple planning their split loan strategy at home

Why Your Split Isn't 50/50 — The Smart Way to Calculate It

Many people assume a split loan means dividing your mortgage down the middle — 50% fixed, 50% variable. That's not how it works in practice.

The smart approach is to base your variable portion on how much extra you can realistically pay during the fixed period. Here's why:

  • Fixed loans typically limit extra repayments (often capped at $10,000–$30,000 per year)
  • Variable loans let you make unlimited extra repayments with no penalty
  • Your variable portion should be sized to match your capacity for extra payments
  • The rest goes into the fixed portion for maximum rate protection

The formula is simple:
Variable Portion = Extra Monthly Payment × Number of Months in Fixed Term

Mortgage broker explaining split loan strategy on whiteboard

💡 Real Example: How to Calculate Your Ideal Split

Let's say you have a $600,000 home loan and want to fix for 2 years. You can comfortably pay an extra $2,000 per month beyond your minimum repayments.

1

Choose Your Fixed Term

You want rate certainty for 2 years = 24 months

2

Calculate Extra Capacity

$2,000/month × 24 months = $48,000

3

Set Your Split

Variable: ~$50,000–$60,000
Fixed: ~$540,000–$550,000

$550,000
Fixed Portion (~92%)
Locked in for 2 years
Protected from rate rises
Predictable repayments
$50,000
Variable Portion (~8%)
Unlimited extra repayments
Offset account access
Redraw facility available
Total Loan: $600,000  |  Extra payments capacity: $2,000/month × 24 months = $48,000 directed to variable portion

The Benefits of Both Worlds

Here's exactly what you get from each side of your split loan — and why the combination is so powerful.

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Fixed Rate: Certainty & Protection

Your repayments stay the same no matter what happens to interest rates. If the RBA raises rates, your fixed portion is completely shielded. Perfect for budgeting and peace of mind.

Variable Rate: Flexibility & Speed

Make unlimited extra repayments without break costs or penalties. Every extra dollar you put in reduces your interest immediately and helps you pay off your loan years earlier.

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Offset Account on Variable

Your variable portion can be linked to an offset account. Money sitting in your everyday transaction account directly reduces the interest you pay — without locking funds away.

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Redraw on Variable

Extra payments on your variable portion can be redrawn if you need them later. This gives you a safety buffer while still reducing your interest in the meantime.

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Benefit from Rate Drops

If rates fall, your variable portion drops too — so you get some relief even while your fixed portion stays locked. With a 100% fixed loan, you'd miss out entirely.

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Reduced Risk Exposure

By fixing the bulk of your loan, you limit your exposure to rate increases. A 1% rate rise on $550,000 fixed costs you nothing — but on $550,000 variable, it adds ~$458/month.

Fixed vs Variable vs Split: Side by Side

See exactly how a split loan compares to going fully fixed or fully variable.

Feature 100% Fixed 100% Variable Split Loan ✨
Rate rise protection Full None On fixed portion
Benefit from rate drops No Full On variable portion
Unlimited extra repayments Capped or penalised Yes On variable portion
Offset account Rarely available Yes On variable portion
Redraw facility Limited Yes On variable portion
Budget certainty Full Fluctuates Mostly (fixed is bulk)
Break costs if refinancing early Yes, can be significant No break costs Only on fixed portion
Pay off loan faster Difficult Yes Via variable portion
Happy family moving into their new home

Who Should Consider a Split Loan?

A split loan is ideal if you want protection from rate rises but don't want to give up the flexibility to pay down your loan faster. It suits borrowers who:

  • Worry about rates going up — fix the majority for peace of mind
  • Have extra cash each month — direct it to the variable portion penalty-free
  • Want an offset account — link your savings to reduce daily interest
  • Plan to make lump sum payments — bonuses, tax returns, or inheritances can go straight into variable
  • Value budget certainty — knowing most of your repayment is locked in
  • Are buying their first home — extra protection while you build equity
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First Home Buyers

Worried about rate increases on a tight budget. Fix most of the loan, keep a small variable for offset and extra repayments when possible.

~90% Fixed / ~10% Variable
💼

Dual-Income Professionals

Strong combined income with $3,000+ spare each month. Larger variable portion to accelerate payoff while still protecting against major rate hikes.

~80% Fixed / ~20% Variable
📈

Property Investors

Want interest certainty for cash flow projections but need flexibility for tax-time adjustments and portfolio management.

~85% Fixed / ~15% Variable

How Finance Hub Structures Your Perfect Split

Our brokers don't guess your split ratio — we calculate it based on your actual financial situation. Here's our process:

1

Understand Your Budget

We look at your income, expenses, and determine how much extra you can comfortably pay each month beyond the minimum.

2

Choose Your Fixed Term

Based on where rates are heading and how long you want certainty — typically 1, 2, or 3 years.

3

Calculate Your Variable Portion

Extra monthly capacity × fixed term months = your ideal variable amount. The rest goes fixed.

4

Compare 30+ Lenders

We find the most competitive fixed and variable rates across our panel — some lenders offer sharper rates on specific split structures.

Submit & Settle

We handle all the paperwork, negotiate with the lender, and get your split loan settled — often within 2–4 weeks.

Finance Hub broker helping a couple with their split loan

Important Things to Know About Split Loans

A split loan is powerful — but it's important to understand the details before committing.

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Two Loan Accounts

A split loan creates two separate loan accounts with separate repayments. Most lenders let you manage both through a single online banking portal, so it's not complicated in practice.

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Fees May Apply

Some lenders charge a fee for splitting your loan, while many offer it at no extra cost. Your broker will compare options to find the most cost-effective structure.

⚠️

Break Costs on Fixed

If you need to refinance or pay off the fixed portion early, break costs may apply. These can be significant depending on how much rates have moved. The variable portion has no break costs.

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What Happens When Fixed Expires?

When your fixed term ends, that portion typically rolls onto the lender's standard variable rate. At that point, you can re-fix, keep it variable, or refinance — your broker will guide you through the options.

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Split Loan FAQs

Expert answers to the most common questions about split home loans.

Don't think in percentages — think in dollars. Work out how much extra you can comfortably pay each month beyond your minimum repayment, then multiply by the number of months you want to fix. That amount (plus a small buffer) becomes your variable portion. The rest should be fixed. For example, if you can pay $2,000 extra per month and want to fix for 2 years: $2,000 × 24 = $48,000. So your variable portion should be approximately $50,000–$60,000, with the rest of your loan fixed.
Most lenders cap extra repayments on fixed loans — typically between $10,000 and $30,000 per year. Anything above that may attract break costs. This is exactly why the variable portion is so important: it gives you a home for all your extra payments without any restrictions or penalties. By sizing your variable portion correctly, you ensure every spare dollar works hard for you.
Not necessarily. While you're running two loan accounts, many lenders offer split loans at the same rates as their standard fixed and variable products. Some charge a small account-keeping fee for the second account, but your broker will identify lenders that offer splits at no extra cost. The potential interest savings from extra repayments on the variable portion often far outweigh any minor fees.
Yes, you can split an existing loan — though the process varies by lender. Some allow you to split your current variable loan into fixed and variable portions as a simple product switch (often with minimal paperwork). Others may require a refinance. Talk to your broker about the most efficient way to restructure your current loan into a split arrangement.
When your fixed term expires, that portion automatically rolls onto the lender's standard variable rate — which is usually higher than competitive variable rates. This is a critical review point. Before your fixed term ends, your broker should review the market to either re-fix at a competitive rate, keep it variable if rates are favourable, or refinance to a better deal. We set reminders for all our clients so you never roll onto a high rate without knowing.
Yes — but typically only on the variable portion. An offset account is a transaction account linked to your variable loan. Every dollar in that account directly reduces the balance that interest is calculated on. For example, if your variable portion is $50,000 and you have $10,000 in your offset, you only pay interest on $40,000. This is another reason the variable portion is valuable even when it's relatively small.
It depends on where you think rates are heading and how long you want certainty. In a rising rate environment, locking in for 2–3 years gives you protection. In a falling rate environment, a shorter 1-year fix lets you take advantage sooner. Your broker can show you the current fixed rates across different terms and help you choose the right period based on market conditions and your personal situation.
Break costs only apply to the fixed portion — and only if rates have dropped since you locked in. If rates have risen, break costs are typically zero. The variable portion can be paid out or refinanced at any time with no break costs. This is another advantage of the split structure: you always have an "easy exit" path via the variable portion, and you can sometimes refinance just the variable portion while keeping the fixed rate intact.
Absolutely. Split loans work for both owner-occupied and investment properties. For investors, the fixed portion provides cash flow certainty (you know exactly what your repayments will be when budgeting rental income), while the variable portion gives you flexibility for tax-time adjustments. Your broker can structure the split to optimise both cash flow and tax efficiency.
We take a personalised approach. First, we review your income, expenses, and financial goals. Then we calculate your ideal split ratio based on your extra repayment capacity and preferred fixed term. Finally, we compare products from 30+ lenders to find the ideal combination of fixed and variable rates for your structure. The service is provided at no upfront cost to you — lenders pay our commission, so there's a lender-paid service for expert advice.

Ready to Structure Your Ideal Split?

Our brokers will calculate the perfect split ratio based on your budget and goals — comparing rates across 30+ lenders to find you the suitable option.

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