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GuidesHome LoansHow to Refinance Your Home Loan: A Step-by-Step Australian Guide
Home Loans

How to Refinance Your Home Loan: A Step-by-Step Australian Guide

A practical refinancing process covering break costs, comparison rates, valuation risks, and how to avoid settlement delays.

10 min read
Updated 2026-07-08By Rachel Kim · Consumer finance research

Key takeaways

  • Refinancing replaces your loan with a new one — often for a lower rate or better features.
  • Factor in discharge fees, break costs, and application fees.
  • Start comparing 3–6 months before you want to switch.

Refinancing can cut your interest rate, unlock equity, or consolidate debt. But fees and break costs can eat savings if you do not run the numbers first.

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1Why homeowners refinance2Costs to factor in3Refinancing steps4When refinancing may not helpQFAQs

Why homeowners refinance

Lower interest rate, better offset or features, debt consolidation, or accessing equity for renovations. Loyalty rarely gets the best rate — lenders often offer sharper pricing to new customers.

Costs to factor in

Discharge fee from old lender, break costs on fixed loans, application or valuation fees on new loan, and LMI if borrowing above 80% LVR without existing LMI portability.

  • Break costs can be thousands on fixed loans
  • Some lenders offer refinance cashback
  • Compare total cost over the loan term, not just rate

Refinancing steps

Step-by-step

  1. 1Compare rates and features across lenders
  2. 2Calculate break-even including all fees
  3. 3Apply and provide income, asset, and liability documents
  4. 4New lender arranges valuation and settlement
  5. 5Old loan discharges on settlement day

When refinancing may not help

If break costs exceed savings, you are close to paying off the loan, or your financial situation has changed making approval unlikely.

Tip

General information only — consider a mortgage broker or financial adviser for personal advice.

General information only — not personal financial advice. Consider your own circumstances and read the Product Disclosure Statement (PDS) before purchasing any policy. Moneyhero may earn referral fees from some providers when you switch through us; this does not change how results are ordered. How we compare

Frequently asked questions

Quick answers for common questions about this topic.

  • How often can I refinance a home loan?

    There is no fixed legal limit, but frequent refinancing can trigger repeated fees, credit checks, and admin effort. The move should produce clear net benefit after costs.

  • What costs should I check before refinancing?

    Review discharge fees, fixed-loan break costs, application fees, valuation fees, government charges where applicable, and any annual package fees on both old and new loans.

  • Can refinancing be rejected even with good repayment history?

    Yes. Approval depends on current serviceability assessment, policy settings, and valuation outcomes, not just past repayment behaviour.

  • When is the best time to start a refinance application?

    Start a few weeks before you want the new loan active so there is time for approval, valuation, and settlement coordination without payment stress.

Back to Home Loans guides

On this page

1Why homeowners refinance2Costs to factor in3Refinancing steps4When refinancing may not helpQFAQs

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