How Much Money Do I Need to Start?

Complete breakdown of upfront costs for property investment in Australia. Learn about deposits, stamp duty, and hidden costs with realistic examples.

One of the most common questions from aspiring property investors is: "How much money do I actually need to get started?" The answer isn't just your deposit - there are several upfront costs that can catch beginners off guard. This guide will break down every cost you need to know about, with real examples from different Australian states.

The Short Answer: More Than Just Your Deposit

While you might think you only need a 20% deposit, the reality is you'll need significantly more. Here's the breakdown:

Quick Example: $500,000 Property in NSW

  • Deposit (20%): $100,000
  • Stamp duty: $17,990
  • Legal fees: $2,000
  • Building/pest inspection: $600
  • Loan costs: $1,000
  • Other costs: $1,500

Total upfront cost: $123,090

That's 23% more than just the deposit alone!

Breaking Down the Upfront Costs

Let's examine each upfront cost in detail so you can budget accurately:

1. Deposit (Usually 20%)

Most lenders require a minimum 20% deposit for investment properties. This avoids Lender's Mortgage Insurance (LMI) and gives you better interest rates. While you can sometimes get away with 10% deposit, you'll pay LMI which can add thousands to your costs.

2. Stamp Duty (Varies by State)

Stamp duty is a state government tax on property purchases. Investment properties typically pay higher rates than owner-occupier properties. Here's what you can expect:

Stamp Duty by State (Investment Property)

$500,000 property examples:

  • NSW: ~$17,990 (includes foreign buyer surcharge if applicable)
  • VIC: ~$21,970 (includes investor surcharge of 3%)
  • QLD: ~$15,925 (includes foreign buyer surcharge if applicable)
  • WA: ~$17,765
  • SA: ~$21,330
  • TAS: ~$20,475

Note: These rates change frequently and vary based on your circumstances. Always check current rates with your state revenue office.

3. Legal and Conveyancing Fees

You'll need a solicitor or conveyancer to handle the legal aspects of your purchase:

4. Property Inspections

Never skip these crucial inspections:

5. Loan Establishment Costs

Lenders charge various fees to set up your mortgage:

6. Other Upfront Costs

Don't forget these additional expenses:

Investment Property Cost Breakdown

Real upfront costs for a $500,000 property across Australian states

Cost Breakdown - NSW Example
Total Costs by State
State-by-State Comparison
Cost Type NSW VIC QLD WA
🏠 Property Value $500,000 $500,000 $500,000 $500,000
💰 Deposit (20%) $100,000 $100,000 $100,000 $100,000
🏛️ Stamp Duty $17,990 $21,970 $15,925 $17,765
⚖️ Legal & Conveyancing $2,000 $2,000 $1,500 $2,000
🔍 Building & Pest Inspections $600 $700 $600 $600
🏦 Loan Establishment Costs $1,000 $1,200 $800 $1,000
🛡️ Insurance & Other Costs $1,500 $1,500 $1,000 $1,500
💵 Total Cash Required $123,090 $127,370 $119,825 $122,865
📈 % Above Deposit +23.1% +27.4% +19.8% +22.9%
Key Insight: You need 20-27% more cash than just your deposit. Victoria is most expensive due to the 3% investor surcharge on stamp duty, while Queensland offers the most affordable entry point for investors.

Real-World Examples by Property Price

Here are comprehensive breakdowns for different property values across major cities:

$400,000 Unit - Brisbane, QLD

  • Deposit (20%): $80,000
  • Stamp duty: $7,175
  • Legal fees: $1,500
  • Inspections: $600
  • Loan costs: $800
  • Insurance & other: $1,000

Total: $91,075 (22.8% of property value)

$700,000 House - Melbourne, VIC

  • Deposit (20%): $140,000
  • Stamp duty: $38,370 (incl. 3% investor surcharge)
  • Legal fees: $2,000
  • Inspections: $700
  • Loan costs: $1,200
  • Insurance & other: $1,500

Total: $183,770 (26.3% of property value)

$1,000,000 House - Sydney, NSW

  • Deposit (20%): $200,000
  • Stamp duty: $40,490
  • Legal fees: $2,500
  • Inspections: $800
  • Loan costs: $1,500
  • Insurance & other: $2,000

Total: $247,290 (24.7% of property value)

What About Lower Deposit Options?

While 20% is ideal, there are alternatives if you don't have that much saved:

10% Deposit + LMI

You can borrow with a 10% deposit, but you'll pay Lender's Mortgage Insurance:

Guarantor Loans

If parents own property, they might guarantee part of your loan, allowing you to borrow up to 105% of the property value (covering purchase costs too).

Important Considerations

Lower deposit options come with higher risks and costs. LMI is non-refundable, and guarantor arrangements can strain family relationships. Always seek professional advice before considering these options.

How to Save for Your Deposit

Saving $100,000+ can seem overwhelming, but here are proven strategies:

1. Set a Specific Timeline

Work backwards from your goal. If you need $120,000 and can save $2,000 per month, you'll need 5 years. Be realistic about your timeline.

2. Automate Your Savings

Set up automatic transfers to a high-interest savings account the day you get paid. Treat it like a bill that must be paid.

3. Reduce Major Expenses

4. Increase Your Income

Don't Forget the Buffer

Beyond upfront costs, successful investors keep an emergency buffer for:

The 25% Rule

A good rule of thumb is to have 25% of the property's value in cash before you buy. This covers your deposit, all upfront costs, and leaves you with a decent buffer for unexpected expenses.

State-Specific Considerations

Each state has different rules and costs that can affect your budget:

New South Wales

Victoria

Queensland

Getting Professional Help

Consider working with professionals who can help you navigate costs and options:

Use Our Calculator

Want to calculate exact costs for a specific property? Try our Investment Property Calculator to get accurate estimates including all upfront costs for your state.

Key Takeaways

  • Plan for 23-27% of the property value in upfront costs, not just the 20% deposit
  • Stamp duty varies significantly by state - Victoria and NSW are particularly expensive for investors
  • Don't skip building and pest inspections - they can save you thousands later
  • Keep an emergency buffer of 2-5% of property value for unexpected costs
  • Consider working with a mortgage broker to find loans with lower establishment fees
  • Lower deposit options exist but come with higher costs and risks