NodeSaver

§ — Property

Extra Repayments vs Salary Sacrifice — Mortgage or Super?

You have spare cash each month. Pay down the home loan, or sacrifice it into super? We model both paths — marginal tax vs 15% contributions tax, interest saved vs compound returns — and show which leaves you ahead, year by year.

Updated · July 2026·Source: ATO · Moneysmart·Read · 6 min

Your inputs

A$
A$
A$
%
yrs
%
yrs

Inputs local. Nothing sent anywhere.

The result

Salary sacrifice ahead by

$596,762

net position after 25 years · marginal rate 32% vs 15% contributions tax

Interest saved
$184,268
Loan paid off
7 years early
Super balance delta
$596,762
Into loan vs super
$680 / $850

§ Net position gained — year by year

§ Net position — principal repaid + extra super

YearExtra repaymentsSalary sacrifice
1$18,791$20,930
3$60,035$67,155
5$106,689$119,880
7$159,465$180,023
9$219,165$248,633
11$286,699$326,906
13$363,092$416,211
15$449,509$518,108
17$547,265$634,380
19$610,534$767,064
21$633,941$918,488
23$660,854$1,091,308
25$691,799$1,288,561

Mortgage path: spare cash taken as salary (taxed at 32% incl. Medicare levy) and paid into the loan; once repaid, the spare amount is salary sacrificed into super. Super path: spare cash salary sacrificed from month one (15% contributions tax), loan repaid on schedule. Super return is treated as net of fees and taxes. After early payoff, the freed-up minimum repayment is not reinvested — a conservative assumption for the mortgage path. Not financial advice.

The core trade-off: your marginal rate vs 15%

Every spare pre-tax dollar faces a fork in the road. Take it as salary and it is taxed at your marginal rate plus the 2% Medicare levy before it touches the mortgage. Salary sacrifice it and it enters super losing only the flat 15% contributions tax. At a 32% marginal rate, $1,000 becomes $680 on the loan or $850 in super. At 47%, it is $530 versus $850 — super starts 60% ahead.

That head start is only half the story. The mortgage dollars earn a guaranteed, tax-free return equal to your loan rate — say 6% — while super dollars ride market returns, historically around 7% p.a. for a balanced option but never guaranteed. When your marginal rate is high and expected super returns match or beat your mortgage rate, salary sacrifice usually wins on the numbers. Near the 18% bracket floor (16% + Medicare levy), the tax gap almost disappears and the guaranteed mortgage return often makes extra repayments the sounder choice.

The catch is access. Money in super is preserved until at least age 60; money paid into a loan can usually be redrawn. The closer you are to preservation age, the shorter the lock-up and the stronger the case for super.

How this calculator works

Both paths are simulated month by month over your chosen horizon. In the mortgage path, the spare amount is taxed at your marginal rate (including Medicare levy) and added to the minimum repayment; once the loan is repaid, the spare pre-tax amount is redirected into super. In the super path, it is salary sacrificed from month one while the loan runs on minimum repayments. Each path's net position is the loan principal repaid plus the extra super accumulated, and the headline figure is the difference at the horizon.

The model is deliberately conservative for the mortgage path in one respect: after early payoff, the freed-up minimum repayment is not reinvested. It also treats your super return input as net of fees and earnings tax, and does not model rate changes, carry-forward cap amounts, or Division 293 tax for incomes above $250,000.

Sources

  • ATO — Concessional contributions cap, $30,000 for 2025–26 (ato.gov.au)
  • ATO — Individual income tax rates and Medicare levy (ato.gov.au)
  • ASIC MoneySmart — Super vs mortgage (moneysmart.gov.au)
  • Data last verified: July 2026

§ Letters & replies

Mortgage or super, answered.

The questions Australians ask most when deciding between the home loan and super.

Is it better to pay off the mortgage or salary sacrifice to super?+ open

It depends mostly on your marginal tax rate versus the 15% contributions tax, your mortgage rate versus expected super returns, and how much you value access to the money. At high marginal rates super gets a large head start per dollar; the mortgage offers a guaranteed, tax-free return and liquidity. Use the calculator above to see the numbers for your situation.

Why does my marginal tax rate matter so much?+ open

Extra repayments come from after-tax salary — $1,000 pre-tax becomes roughly $680 at a 32% marginal rate (incl. Medicare levy) or $530 at 47%. Salary sacrifice loses only the flat 15% contributions tax, so the same $1,000 lands as $850 in super whatever your bracket. The higher your bracket, the bigger super's head start.

What is the concessional contributions cap?+ open

Employer super guarantee plus salary sacrifice is capped at $30,000 per year in 2025–26. Above the cap, contributions are effectively taxed at your marginal rate — the calculator warns you when your inputs breach it. Carry-forward rules may let you use unused cap from the previous five years if your total super balance is under $500,000.

When can I access money put into super?+ open

Generally not until preservation age — 60 for anyone born after 30 June 1964 — and retirement, or age 65. Mortgage money can usually be redrawn. If you might need the cash before retirement, that liquidity difference can outweigh super's tax advantage.

Does this calculator account for investment risk?+ open

No. Paying down the mortgage is a guaranteed return at your loan rate; super returns are an assumption that varies year to year and can be negative. Treat the super-return input as a scenario, not a promise. This is general information, not financial advice — consider licensed advice for a decision this large.