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Rate Strategy

Fixed vs Variable Rate: What Makes Sense Right Now

How each rate type works, the trade-offs, and how a split loan can balance certainty with flexibility.

By Bala Malvatu, Credit Representative (ACR 573097) Published 19 July 2026 6 min read

A fixed rate locks in your repayment for a set period regardless of RBA cash rate movements, giving certainty but less flexibility. A variable rate can move with the market and generally offers features like offset accounts and unlimited extra repayments. A split loan lets you combine both. There's no universally "right" answer — it depends on how much certainty you need versus how much flexibility you want to keep.

How Each Rate Type Works

FactorFixed RateVariable Rate
Repayment certaintyLocked for the fixed term (commonly 1-5 years)Can rise or fall with the market
Extra repaymentsOften capped (e.g. $10,000-$30,000/year)Usually unlimited
Offset accountRarely available, or limitedCommonly available
Exiting earlyMay incur a break costGenerally no penalty to refinance or pay out

The Case for Fixing

Fixing suits borrowers who want budget certainty — knowing exactly what your repayment will be regardless of what the RBA does with the cash rate. It can also make sense if you believe rates are more likely to rise than fall over your fixing period. The trade-off is losing flexibility: most fixed loans cap extra repayments and don't offer an offset account, and exiting early (to sell, refinance, or make large extra repayments) can trigger a break cost.

The Case for Variable

Variable suits borrowers who prioritise flexibility — the ability to make unlimited extra repayments, use an offset account to reduce interest, and redraw funds without penalty. The trade-off is less certainty: your repayment can increase if rates rise. Over long periods, variable rates have also historically allowed borrowers to benefit when rates fall, without needing to refinance.

Splitting the Difference

A split loan divides your mortgage into a fixed portion and a variable portion in a ratio you choose (e.g. 50/50, 70/30). This lets you lock in certainty on part of your repayments while keeping an offset account and flexibility on the rest — a common middle ground for borrowers who don't want to commit fully to either option.

This is general information only, not personal financial advice, and doesn't predict future interest rate movements. For guidance on what suits your situation, book a free consultation with Bala at BAMALoans.com.au.

Frequently Asked Questions

What is the difference between a fixed and variable home loan rate?
A fixed rate stays the same for an agreed period, giving repayment certainty regardless of RBA cash rate movements. A variable rate can move up or down, generally in line with broader rate movements, and usually offers more flexible features.
What features do variable loans typically offer that fixed loans don't?
Variable loans commonly allow unlimited extra repayments, an offset account, and full redraw without penalty. Fixed loans often cap extra repayments and can charge a break fee for early exit.
What is a split loan?
A loan divided into a fixed portion and a variable portion, letting you lock in certainty on part of the loan while retaining flexibility on the rest, in a ratio you choose.
What is a fixed rate break cost?
A fee charged if you exit a fixed rate loan early, calculated based on wholesale interest rate movements and remaining fixed term. It can be substantial.
How do I decide between fixed and variable?
Consider how much repayment certainty you need, whether you expect large extra repayments or to sell/refinance during the term, whether you value an offset account, and your view on rate movements. A split loan can balance these priorities.

Related reading: Refinancing in 2026 · Borrowing Power Explained · Repayment Calculator

Not Sure Which Rate Suits You?

Book a free, no-obligation call with Bala Malvatu to compare fixed, variable and split options across our lender panel.

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