Session 36 How much can you borrow?

How much can you borrow?

The following is a general broad picture about serviceability of a loan.

Individual lenders may be different but we look for fundamental principles.

Banks have different criteria but are controlled by APRA ( session 17 ) who determines how much of a margin banks should apply above the  interest rate determined by the Reserve bank rate.

Interest charged by the banks in general is 2% above  the Reserve Bank interest rate

And the banks advised by APRA apply  another 2.5% to determine whether the Bank’s clients can service a loan  and APRA further advises that serviceability should be assesses on P&I rather than on Interest only which adds another 1.25%

Therefore:

Interest Reserve Bank rate   4.25 %

Bank Interest rate                 6.25%

Serviceability                         8.75% +1.25%=10%

The banks will take into account 30% of gross income as serviceability, so a couple on $100,000 of combined income can borrow $300.000 ($30,000/.10)

This is 3 x combined salary.

There is another rule of fist that you can borrow 5 x of combined income but this is probably a bit optimistic  but can be achieved if you are a public servant or pilot and  can find a good finance broker.

This  pales into insignificance compared to the way banks  treat income  from rental properties. They will take into account 80% of rental income as serviceability ( and if they don’t, find another bank that will)

This will lead to a fundamental conclusion:

The only way to make money in property investments is to borrow money. and the more money you borrow the more profitable you will be.

$ 1 of rental income will allow you to borrow  $8

$ 1 of extra salary will allow you to borrow       $3

ONE DOLLAR OF RENTAL INCOME IS WORTH $2.67 OF SALARY

So probably people should consider investing in property rather than trying to increase salary by doing overtime or protest in the streets to increase salaries.

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