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Investment Property Tax Deductions: Loan Costs You Can Claim

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Interest is the obvious deduction. But broker fees, LMI, and establishment costs are also deductible - if you claim them correctly.

HomeBlogInvestment Property Tax Deductions: Loan Costs You Can Claim

By Jason Given · 2026-08-16 · 7 min read

The deductions most investors know about

Loan interest is the big one. Interest on your investment property loan is fully deductible in the year it is incurred. On a $600,000 loan at 6.5%, that is roughly $39,000 per year - your single largest tax deduction as a property investor. Most investors know this and claim it correctly.

Beyond interest, the well-known deductions include property management fees, council rates, landlord insurance, repairs and maintenance, and water charges. These are straightforward - your property manager or accountant handles them as part of your annual tax return.

Depreciation is another significant one. A quantity surveyor report on a newer investment property can add $5,000 to $15,000 per year in deductions on the building structure and fixtures - things like carpets, blinds, hot water systems, and appliances. The cost of the report itself is also deductible.

These deductions are well understood. But there is a category that many investors either miss entirely or claim incorrectly: borrowing costs.

Borrowing costs: the deductions investors miss

The ATO classifies the following as borrowing costs. If the total exceeds $100, they are deductible over 5 years (or the loan term, whichever is shorter):

  • 1.Loan establishment fees - application fees, settlement fees charged by the lender
  • 2.Mortgage broker fees - any fees charged by a broker (though most brokers including Lendology charge the borrower nothing)
  • 3.Lenders Mortgage Insurance (LMI) - the full premium is deductible over 5 years
  • 4.Title search fees - paid as part of the loan process
  • 5.Valuation fees - if required by the lender for the loan application
  • 6.Stamp duty on the mortgage (not the property) - the government charge for registering the mortgage
  • 7.Legal costs related to the loan - solicitor or conveyancer fees for the mortgage (not the property purchase)

How the 5-year rule works

If your total borrowing costs exceed $100, they must be spread over 5 years. If total borrowing costs are $100 or less, you can claim the full amount in the year incurred.

If the loan term is less than 5 years, spread the costs over the loan term instead.

If you sell the property or refinance before the 5 years is up, you can claim the remaining unclaimed balance in that financial year. This is an important rule that many investors forget - it can result in a significant one-off deduction in the year of sale.

Example: You incur $15,000 in borrowing costs - $12,000 in LMI plus $3,000 in establishment and legal fees. Your annual deduction is $3,000 per year for 5 years. If you sell the property in year 3, you have claimed $9,000. The remaining $6,000 is deductible in that year of sale.

Lendology structures every investment loan to maximise your deductible position.
Book a chat with Jason or Steve - we work alongside your accountant to get the structure right.
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Interest deductions: what counts and what does not

Interest is the largest deduction, but the rules around what qualifies are based on purpose - not security. The ATO does not care which property the loan is secured against. What matters is what the borrowed money was used for.

  • Interest on the original purchase loan: fully deductible
  • Interest on a loan to renovate the investment property: fully deductible
  • Interest on a top-up used for personal purposes (holiday, car): NOT deductible
  • Interest on an equity release from your home used to buy the investment: deductible (because the purpose is investment)

The key takeaway: keep your loan accounts separated by purpose. Mixing personal and investment borrowing in one loan account makes apportionment complex and creates audit risk.

For more on structuring investment loans around tax strategy, see our guide to refinancing investment property for tax purposes.

Common mistakes that cost investors money

  • Not claiming borrowing costs at all. Many investors only claim interest and miss the 5-year deductions on establishment fees, LMI, and other borrowing costs entirely.
  • Claiming the full LMI premium in year 1. LMI must be spread over 5 years (or the loan term). Claiming it all upfront is incorrect and will be picked up in an ATO review.
  • Mixing personal and investment borrowing in one account. This makes apportionment complex and risky. Keep investment loans in separate accounts with a clear paper trail.
  • Not getting a depreciation schedule. This is separate from loan costs but can add $5,000 to $15,000 per year in deductions for newer properties. The cost of the quantity surveyor report is itself deductible.
  • Forgetting to claim the remaining balance when selling. If you sell before the 5 years is up, the unclaimed portion of your borrowing costs is deductible in the year of sale. This is money left on the table if you forget.

Frequently asked questions

Is home loan interest tax deductible on an investment property?

Yes. Interest on a loan used to purchase an income-producing property is fully tax deductible in the year it is incurred. This is the largest deduction most property investors claim. On a $600,000 investment loan at 6.5%, annual interest is approximately $39,000 - all deductible against your rental and other income.

Are mortgage broker fees tax deductible?

Yes. Mortgage broker fees paid in connection with an investment property loan are classified as borrowing costs by the ATO. If the total borrowing costs exceed $100, they are deducted over 5 years (or the loan term, whichever is shorter). If under $100, they are deductible in full in the year incurred.

Is LMI tax deductible on an investment property?

Yes. Lenders Mortgage Insurance paid on an investment property loan is a borrowing cost and is deductible over 5 years (or the loan term). On a $12,000 LMI premium, that is $2,400 per year for 5 years. If you sell the property before the 5 years is up, you can claim the remaining balance in that year.

Can I claim loan costs if the property is negatively geared?

Yes. Borrowing costs are deductible regardless of whether the property is positively or negatively geared. If the property runs at a loss (rental income is less than expenses including interest), the loss can be offset against your other income - reducing your overall tax. This is negative gearing.

Investing in property?

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