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How to choose the right investment property loan

Choosing an investment property loan is something most, if not all, investors go through. Having the right loan can make a big difference for your investment property and finances. For example, it can help you afford and buy a property that aligns with your long-term goals. That’s why we’re here to help you work out which loan is right for you.

What’s an investment property loan?

While you might think you can take out a standard loan like other homeowners, there’s a slight difference between investment home loans and regular ones.

Investment property loans typically have higher interest rates than owner-occupied one, because of the risks that can come with property investment.

But otherwise, both types of home loans usually have similar, if not the same, features. Some of the features on our investment home loans include:

  • No monthly or annual fees: You can pocket the extra money into your savings or put it towards something else, like a holiday.
  • You can choose your repayment frequency: This means you can pay weekly, fortnightly, or monthly. It all depends on what works best for you and your finances.
  • Free repayments and redraw: You can make as many extra repayments as you want for free. However, there is a repayment cap of $30,000 for fixed rate loans6 . You can also redraw as much or as little of those extra repayments4 – just in case you need it for an unexpected expense.
  • Interest only repayment option: : You can also choose an interest-only repayment option, which tends to be popular among property investors.

What are the different types of investment home loans?

Fixed rate loan

A fixed rate loan is when your home loan’s interest rate is locked in for a fixed period of time. Because the rate won’t change, investors have certainty on their repayments because it’s the same amount every month. Your loan won’t be at the whim of interest rate rises, but your loan rates will also stay the same if interest rates go down.

Variable rate loan

A variable rate loan is when the interest rate on your loan can change over time. This means if interest rates go up or down, then the minimum rate on your home loan will too. If you decide to refinance your home loan, you might avoid paying break costs to end the loan early because it’s a variable rate.

Offset variable loan

An offset variable loan lets investors use their offset account to reduce the amount of interest rate charged to your loan. While your repayments will stay the same, more of each repayment will go towards the principal part of the loan because you are being charged less interest.

Split loan

A split loan is when investors get the best of both worlds, benefitting from both fixed and variable rates. You can split your home loan across variable and fixed loan products at whatever ratio you like. For example, you can go an even 50-50 between variable and fixed rates. Or, you can go the absolute minimum for the fixed rate, which is $10,000 at Great Southern Bank, and use a variable rate for the rest of the loan.

Which repayment option works for you?

Investors can choose between two repayment options – interest only and principal and interest.

Interest only

This is a popular choice for lots of investors. This is because you just pay the interest on the amount you borrowed, rather than both interest and principal. Paying interest only allows you to maximise your cashflow because your repayments will be a bit less than principal and interest repayments. When you add capital growth and passive income to the mix, you can be on the path towards investment success.

Principal and interest

This type of repayment is when you pay back the amount you took out and the interest charged. Lots of people with owner-occupied home loans use this type of repayment method. But there’s nothing stopping investors from doing it too. Because you’re repaying the amount you borrowed, you are working towards reducing the overall loan balance over time while also increasing your equity in the process.

You can use our repayments calculator to see which option is best for you.

How can you secure an investment home loan?

  • Understand your borrowing power: This can help you reflect on your financial situation and manage your expectations. It’s also great if you’re trying to figure out if you should use your existing equity or savings for the deposit. Knowing your borrowing capacity can also help identify what saving and spending habits you can change to secure an investment home loan.
  • Sort out your finances and other debts: Getting a loan approved comes down to the prep work. This includes paying off as much debt as possible, like other loans and credit cards. This can demonstrate your ability to manage your money well, while also helping you manage your repayments when you take out the new loan.
  • Improve your credit score: Your lender will do a credit check to see if you’ve managed previous credit well. Having good credit history can help you show your lender that you’re willing and able to pay off your new loan. If you want to check your credit score first, then you can get a free report from places like Experian, illion and Equifax.

Learn about property investment

If you’re ready to switch your investment property loan, then check out these articles.

Things to consider when refinancing your investment loan

Refinancing your investment property can be confusing at times. We’re breaking it down so you can understand and consider refinancing with ease.

Read more
How much deposit is needed for an investment property?

Looking to invest in property? Learn the deposit requirements for investment properties and how to prepare for this important expense.

Read more
A beginner’s guide to property investment

Ready to kick-start your property investment journey? Our beginner's guide to property investment covers everything you need to hit the ground running.

Read more
HOME LOANS
Invest the clever way
  • Competitive discounted variable rate
  • $0 monthly or annual fees
  • Unlimited extra repayments
  • Redraw at any time for free4
  • Interest-only option available5

Explore investment home loans

Basic Variable Investor Loan
Discounted rates from
6.34
%
p.a.
Comparison rate^
6.40
%
p.a.
Find out more
Investor, principal & interest, LVR 70% or less. Includes discount on new and additional lending. Minimum loan amount applies.1,2,3
Connect with a Home Loan Specialist
Ready to start your property investment journey? We’re here to help.

Speak to one of our Home Loan Specialists via live online chat.

Fill out our online enquiry form and one of our Home Loan Specialists will get back to you to start the process.

Mon - Fri: 9:30am - 4:00pm (AEDT)

Important Information

Rates current as at 20 August 2024 and subject to change.

Great Southern Bank, a business name of Credit Union Australia Ltd ABN 44 087 650 959, AFSL and Australian Credit Licence 238317. Lending criteria, limits, conditions and fees apply. Applications are subject to credit approval.

This is general information and does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information, including the Terms and Conditions (T&Cs)  booklet, before acting on it. The Financial Claims Scheme may apply to this product; refer to the T&Cs for more information.

^Comparison rate accurate for $150,000 secured loan over 25 years. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate.

1 Discounts off the Basic Variable Reference Rate are available to (a) new home loans with a minimum application amount of $100,000; or (b) switching or restructuring of the home loan you already have with us when it includes new borrowing of at least $10,000; and the application is unconditionally approved on or after 20 August 2024. Published interest rates are inclusive of any discounts off the respective Reference Rates. Interest rates and discounts vary based on the loan purpose (owner occupier or investor), repayment type (principal and interest, interest only, construction) and Loan to Value Ratio (LVR). Maximum LVR applies and includes Lenders' Mortgage Insurance and Great Southern Bank loan setup fees where applicable.

2 Great Southern Bank may withdraw or amend this offer at any time without notice. A change in your loan purpose, your repayment type or your loan product will permanently end your entitlement to the discount.

3 LVR means ‘Loan to Value Ratio’. It is the amount of your loan divided by the valuation of your property, calculated as a percentage. For example, if you apply for a loan of $400,000, which will be secured by a property valued at $500,000, your LVR is 80%. We calculate your LVR at the time we approve your loan and your discount won’t change because of changes to the LVR during the life of your loan.

4 A $200 minimum withdrawal amount applies for redraws conducted in-branch.

5 For Interest Only loans, a maximum interest only period of 36 months applies for owner occupier loans and 60 months for investment loans. For Fixed Rate loans, the interest only period must align with the fixed rate period. On expiry of the Fixed Rate interest only period, loans will revert to the Basic Variable Principal and Interest Owner Occupier or Investor Reference Rate (as applicable) which applies at the time of expiry. On expiry of the Basic Variable interest only period, loans will revert to the Basic Variable Principal and Interest Owner Occupier or Investor Reference Rate (as applicable) which applies at the time of expiry, less any discount set out in the loan contract. On expiry of the Offset Variable interest only period, loans will revert to the Offset Variable Principal and Interest Owner Occupier or Investor Reference Rate (as applicable) which applies at the time of expiry, less any discount set out in the loan contract. Comparison rate for Interest Only loan is based on interest only payments for the fixed term and principal & interest payments for the balance of the term.

6 A daily transfer will refund any amounts paid in advance in excess of the total advance repayments allowed during the fixed rate period ($30,000) unless sufficient to pay out the loan in full (in which case an Early Payout Cost may apply). Excess funds will be transferred to the nominated deposit account, which must remain open for the fixed rate period.

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Applying for pre-approval allows you to know the maximum amount you can borrow while you look for a property.

Pre-approval means that a lender has agreed to lend you an amount of money in-principle, but the loan hasn't been proceeded to full or final approval.

While pre-approval is not a fully approved loan it can help you narrow your search, negotiate, and make an offer with certainty and confidence.

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