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Glossary

Interest-only conversion

The end of an interest-only period, when a loan switches to principal-and-interest repayments over the remaining term and the client's monthly payment rises sharply.

Interest-only periods on Australian home loans usually run for one to five years. When one ends, the loan converts to principal-and-interest repayments spread over the years that remain, not the original term, so a 30-year loan that was interest-only for five years now amortises over 25. The repayment increase is often 30% to 50%, and it lands with a letter from the lender.

That letter is a refinance trigger. Investors in particular look for another interest-only period elsewhere, and a broker who has not modelled the change with the client ahead of time is not part of that decision. Conversion dates, like fixed-rate expiries, are known from settlement and belong on the review calendar.

The review conversation covers whether a further interest-only term is available and suitable, whether the higher repayment is affordable, and whether the current lender's pricing is competitive once the structure changes.

Worked example

  • Loan: $600,000 at 6.0%, interest-only for 5 years of a 30-year term
  • Interest-only repayment: $3,000 a month
  • After conversion, P&I over 25 years: about $3,866 a month
  • Review scheduled 90 days before the conversion date

Frequently asked questions

Can a client extend an interest-only period with the same lender?

Sometimes, subject to a new serviceability assessment. Lender policies on total interest-only years vary, and investors are treated differently from owner-occupiers.

Does trail change when a loan converts to principal and interest?

Not the rate, but the balance now falls each month, so trail declines slightly faster than it did during the interest-only period.

General information only — not credit advice. Figures are indicative estimates and may not reflect your circumstances. Consider seeking advice from a licensed professional before acting on this information.

Last reviewed 05/09/2026 · Not yet verified against lender material