Money · Australia

Where should my spare money go?

Applies to: Australia

Every published order of operations is the same list for everyone. This one is worked out from your rates and your ceilings, so it can come out in a different order from the standard list and from your neighbour's. Card, buffer, super, offset — ranked by what a dollar actually earns in each, and filled until each one stops earning anything.

Your housing

Asked first because it decides the shape of everything below. With an offset the buffer earns your mortgage rate untaxed; without one it earns a savings rate after tax; with no mortgage there is no offset step at all.
Around 55% of Australian mortgages have an offset, so you may have one without being sure. It is worth checking that it is linked: ASIC's July 2026 report found over $55 million paid in compensation for offset failures, more than half of them accounts that were opened and never attached to the loan. An offset can exist and do nothing. If the interest charged on your statement does not match the balance less the offset, it is not linked.

About you

A direct input rather than something inferred from salary: an investment loss, a second job or a study debt all move it, and you know yours. The Medicare levy is included in each option, because the rate that matters on the next dollar is the combined one.
Taxable incomeTax on this incomeMarginal
$0 – $18,200Nil0%
$18,201 – $45,00015c per $1 over $18,20015%
$45,001 – $135,000$4,020 plus 30c per $1 over $45,00030%
$135,001 – $190,000$31,020 plus 37c per $1 over $135,00037%
$190,001 and above$51,370 plus 45c per $1 over $190,00045%

Your mortgage

Three numbers off the statement. The remaining term is not asked for, because the balance, the rate and the repayment already fix it — asking as well invites a fourth number that contradicts the other three.
The figure the bank debits, from the statement — not what you would like it to be.

Your debts and your plan

A long-run balanced-option assumption, before fees. Change it — it moves the super side of the trade and nothing else.
Roughly a competitive Australian bonus-interest rate. It is taxed at your marginal rate, and the page shows the net figure.

Why is this a queue rather than a list?

Because every destination has a ceiling, and a ceiling is what turns a ranking into an order. The offset's rate does not fall as it fills — it stops entirely, at the loan balance. Concessional super stops at the cap. A card stops when the balance is gone. So the answer is never "put it all in the best one": it is put it in the best one until that one is full, then the next.

The rates are yours, which is why the order can differ from the standard list. A reader on a low marginal rate gets a smaller super uplift and may see the offset rank above it; a reader with a 20% card sees everything else pushed below it until the card is gone. The page sorts what you gave it.

Why is the buffer not in rate order?

Because it is the one step here that is not an investment. Without a mortgage a buffer sits in savings earning perhaps 4.5% taxed at your marginal rate — about 2.7% net at 39% — against a super uplift near 39%. Ranked purely by rate it would come last, and a tool that told someone with no cash reserve to lock their money away until 60 would be giving a bad answer with correct arithmetic.

The buffer's job is to stop one bad month putting you onto a card at 20%. Super cannot do that job at any rate, because it cannot be reached. So the buffer is pinned above super and the page says so on the step itself, rather than leaving an inconsistency for you to notice.

Why can super and the offset not simply be ranked?

Because they are not the same kind of number. Super's uplift is a one-off on the way in: a pre-tax dollar is taxed at 15% in the fund instead of your marginal rate, so it buys more invested capital, once. The offset's saving recurs every year and grows, because interest you do not pay comes off the principal and the loan shrinks faster than it otherwise would.

And one of them is locked. So for super, and only for super, the page shows the trade: net worth at 60 on each path, and what is reachable before 60 on each. The first argues for sacrificing and the second argues against, and which binds depends on whether you expect to need the money. That is not something a calculator can know, so it shows both and stops.

Where does this page stop and another one start?

This one answers where the next dollar goes. Each step links to the tool that answers that step in depth: the offset step to the offset cascade calculator if you have a second loan, and the property question to the negative gearing calculator if one of them is an investment. This page does not duplicate its working. It is the spine; they are the detail, and a spine that also carried the detail would be a worse version of both.

What does this page not model?

What are the assumptions?

Salary growth is not modelled. Modelling it would invent a number that changes every output on the page, and people rarely raise their contributions in step with a pay rise anyway — so a projection that assumed they did would overstate the super side of the trade. It is left out and said out loud rather than left out quietly.

The marginal rate is applied flat. A deduction large enough to cross a bracket would be worth slightly less than shown, because the last part of it would be relieved at the lower rate.

The interest figures are arithmetic; the projections are estimates. What an offset saves is not a forecast — it is interest not charged, and it is exact. What super is worth at 60 depends on a return nobody knows.

General information and education only. This is not financial, tax or investment advice, and it does not know your circumstances. It computes and it does not recommend: no line on this page tells you to sacrifice, to clear a card, or how large a buffer should be. Before acting, check the figures against your own documents and consider advice from a licensed professional.
For general information and education only. This tool shows an illustration based on the figures you enter - it does not know your circumstances, tax position, or appetite for risk, and nothing here is financial, investment, tax, or legal advice. It is not intended to be relied on when making a decision about any particular financial product. Before acting, check the figures against your own documents and consider advice from a licensed financial professional in your country.
Rules current as of 24 August 2026. Set by Australian Taxation Office. Rates, thresholds and official scales change on each authority’s own schedule, so check the source before relying on a figure for anything that matters.