This $10,000 Mistake: Why Using Your Offset Account Can Ruin Your Tax Strategy

Wealth Coffee Chats
26/08/2025 7 min Episodio 894
This $10,000 Mistake: Why Using Your Offset Account Can Ruin Your Tax Strategy

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Episode Synopsis

In this Tax Tuesday edition of Wealth Coffee Chats, Anthony Wolfenden shares a real-life case study of how one simple mistake cost a property investor $10,000 per year in lost tax benefits. By using money from their offset account instead of structuring finance correctly, the investor unknowingly destroyed the tax deductibility of their home loan. Learn the golden rule of using equity for investment, why loan purpose matters more than loan balance, and how to avoid costly mistakes when borrowing for property.

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