FHSS vs Bank Savings: Which is Better for Your Deposit?
The First Home Super Saver (FHSS) scheme lets you save for a home through superannuation with significant tax advantages. Here's how it compares to a regular savings account.
| FHSS (Super) | Bank Account | |
|---|---|---|
| Tax on contributions | 15% contributions tax | Your marginal rate (up to 47%) |
| Earnings rate | ~6.6% (SIC rate) | ~4.5% (taxed at marginal rate) |
| Flexibility | Locked until home purchase | Access anytime |
| Annual limit | $15,000 per person | No limit |
| Lifetime limit | $50,000 per person | No limit |
| Withdrawal tax | Marginal rate minus 30% | None |
How FHSS Saves You Money
FHSS works by converting your income from high-taxed personal income to low-taxed super contributions. Instead of paying your marginal tax rate (e.g., 37%), you only pay 15% contributions tax.
Saving $15,000 via Bank
At 37% marginal rate:
- Pre-tax income needed: $23,810
- Tax paid: $8,810
- After-tax savings: $15,000
Saving $15,000 via FHSS
At 15% contributions tax:
- Pre-tax contribution: $15,000
- Tax paid: $2,250
- In super: $12,750
- Tax saved: $3,300
The Catch: 85% Release Rule
When you withdraw from FHSS, you only get 85% of your concessional contributions released (because 15% was already taxed as contributions tax). The released amount is then taxed at your marginal rate minus a 30% offset.
Example: If your marginal rate is 37%, your effective withdrawal tax rate is only 7% (37% - 30%). Even with this, FHSS typically comes out ahead.
When FHSS Makes Sense
- Your marginal tax rate is 32% or higher
- You're saving for 2+ years before buying
- You're committed to buying a home in Australia
- You want to boost your deposit with tax savings
When to Use a Bank Account Instead
- You might need the money for non-housing purposes
- You're on a low tax rate (19% or less)
- You're buying very soon (FHSS release takes 2-4 weeks)
- You're uncertain about buying a home
Calculate Your FHSS Savings
See exactly how much you could save with FHSS compared to a bank account.
FHSS CalculatorFrequently Asked Questions
How much can I save with FHSS compared to a bank account?
The savings depend on your marginal tax rate. At a 37% marginal rate, saving $15,000 via FHSS instead of a bank account saves about $3,300 in tax over the contribution year. Over multiple years, the total benefit can exceed $10,000.
What if I don't end up buying a home?
If you don't buy a home, you can leave the money in super until retirement, or withdraw it with a 20% tax penalty on the concessional contributions portion. You won't lose the money, but you'll pay extra tax if you withdraw for non-housing purposes.
Can couples both use FHSS?
Yes, each person can contribute up to $15,000 per year and $50,000 lifetime to FHSS. A couple buying together can access up to $100,000 combined, plus associated earnings. Each person applies separately to the ATO for their release.
When should I NOT use FHSS?
Avoid FHSS if you might need the money for non-housing purposes, you're on a low marginal tax rate (15% or less), you're planning to buy very soon (FHSS release takes 2-4 weeks), or you're unsure about buying a home in Australia.