Negative Gearing Calculator

Your real after-tax cost of an investment property

Property & loan

Interest rate6.5% p.a. → $36,400 / year

Loan type

IO maximises deductions — full interest is deductible each year.

Rental income

Occupancy rate95% → $27,170 / year

Annual expenses

Property management fee8% of rent → $2,174

Depreciation (non-cash deduction)

Depreciation is a non-cash deduction — it reduces your tax but costs you nothing each year. A quantity surveyor's report (typically $500–$700) pays for itself many times over.

Your other income

30%

Marginal rate

$9,459

Annual tax benefit

After-tax weekly cost

$155/wk

Out-of-pocket after rent received and $9,459 ATO rebate

Annual breakdown

Rental income+$27,170
Mortgage interest$36,400
Management (8%)$2,174
Council & water rates$2,600
Insurance$1,500
Repairs & maintenance$2,000
Depreciation (non-cash)$12,000
Net rental loss-$29,504
ATO tax benefit+$9,459
Add back depreciation (non-cash)+$12,000
Net annual cash flow-$8,045

Yields

Gross rental yield

Rent ÷ property value

3.88%

Net rental yield

After all expenses incl. depreciation

-4.21%

After-tax yield

After ATO tax benefit, excl. depreciation

-1.15%

Income vs expenses breakdown

Tax comparison — with vs without property

Without property

Taxable income$95,000
Tax payable$21,188

With investment property

Taxable income$65,496
Tax payable$11,729

Tax saving

$9,459

30¢ back for every $1 of rental loss

5-Year Projection

Negative throughout 5 years

Assumes rent +3%/yr, cash expenses +2%/yr (depreciation fixed). Tax benefit recalculated each year.

YearRental IncomeCash ExpensesTax BenefitNet CashRunning Total
Year 1$27,170$44,674+$9,459$8,045$8,045
Year 2$27,985$45,567+$9,485$8,097$16,142
Year 3$28,825$46,478+$9,509$8,145$24,287
Year 4$29,689$47,408+$9,531$8,188$32,475
Year 5$30,580$48,356+$9,550$8,226$40,701

Net Cash = Rental income − Cash expenses + Tax benefit (excludes depreciation, which is non-cash). Running Total = cumulative net cash since Year 1.

What is negative gearing?

A property is negatively geared when its rental income is less than the costs of owning it — interest, rates, insurance, management fees, and depreciation. This net loss is deductible against your other income, reducing your tax bill.

The ATO effectively subsidises part of your holding costs. At a 37% marginal rate, every $1 of rental loss saves you 37 cents in tax — meaning the property costs you only 63 cents in the dollar to hold, while you await capital growth.

Depreciation — the biggest missed deduction

Depreciation is a non-cash deduction — it reduces your taxable income without costing you any additional money. There are two types: capital works (building structure, 2.5%/year on construction cost) and plant and equipment (carpets, appliances, hot water system, etc.).

A quantity surveyor's depreciation schedule typically costs $500–$700 and is itself tax-deductible. For newer properties, depreciation can be $8,000–$15,000+ per year.