Australian Genuine Savings Calculator

Calculate whether your savings meet the genuine savings requirement for Australian home loans. Most lenders require at least 5% of the property price to come from genuine savings (held 3+ months) for loans above 80% LVR. Find your shortfall and strategies to meet the requirement. All figures in AUD.

$
$
mo
$
Genuine Savings Amount
A$45,000
Qualifies — held 4 months from regular savings
5% Genuine Savings Required
A$35,000
Genuine Savings Shortfall
Met
Months to Build Genuine Savings
Already met
20% Deposit (no LMI)
A$140,000
Current LVR
93.6%
Savings as % of Price
6.4%
Genuine Savings Requirement Met: Your A$45,000 in savings held 4 months exceeds the 5% genuine savings threshold of A$35,000. Most lenders will accept this for a high-LVR loan application.

"Genuine savings" means funds that have been accumulated gradually over time in your name — demonstrating a pattern of saving from income. Lenders want to see a savings history, not just a lump sum appearing in an account.

SourceQualifies?RequirementNotes
Regular salary credits to savings accountYesHeld 3+ monthsMost common qualifying source
Term deposits in your nameYesHeld 3+ monthsMust be in your name throughout
Shares / managed fundsYesHeld 3+ monthsValue at time of application
Equity from sale of propertyYesHeld 6+ monthsProperty must have been sold, not just listed
Equity from sale of other assets (car, business)Yes (most lenders)Held 6+ months, documentedLender-specific — get written policy confirmation

The fastest and most reliable path to meeting the genuine savings requirement is a dedicated, separate savings account with consistent, regular transfers from salary — never withdrawn. This creates an indisputable paper trail for lenders.

Genuine Savings Target
A$35,000
5% of property price
Monthly Savings Rate
A$2,000
Your current monthly savings
Months to Reach Target
0 months
Minimum 3 months track record needed
3-Month Track Record
Met
Minimum 3 months in account
Genuine savings checklist:
  • Open a dedicated "Home Deposit" savings account
  • Set up automatic salary credits directly to this account
  • Do NOT withdraw from this account — any withdrawals reset lender confidence
  • Maintain for at least 3 months before applying (6 months is better)
  • Keep 3 months of statements showing regular credits and no debits
  • Avoid commingling with everyday spending accounts

How to Use This Calculator

Enter your target property price, current savings amount, how long those savings have been accumulating, and the source of funds. The calculator determines whether your savings meet the genuine savings requirement, shows the shortfall if any, and calculates how many months you need to build qualifying genuine savings.

What Are Genuine Savings?

Genuine savings is an Australian lending concept requiring borrowers to demonstrate that a portion of their deposit has been saved gradually over time from regular income — not received as a lump sum. For loans above 80% LVR, most lenders require at least 5% of the property price to come from genuine savings. This demonstrates a pattern of financial discipline and the ability to service a mortgage.

Why Do Lenders Require Genuine Savings?

Statistics show that borrowers who saved their own deposit are significantly less likely to default than those who received gifted deposits. A savings track record is evidence of financial discipline and surplus cash flow — the same qualities needed to make regular mortgage repayments over decades.

Genuine Savings Formula

Genuine Savings Required = Property Price × 5%
(applies to loans above 80% LVR)

Qualifying Sources (held 3+ months):
- Regular salary credits to savings account
- Term deposits in your name
- Shares / managed funds (3+ months)
- Equity from sold property (6+ months)

Non-Qualifying Sources:
- Gifts from family
- Tax refunds
- Inheritance (under 3 months)
- Government grants

Example: $700,000 property
Genuine Savings Required: $35,000 (5%)
20% deposit target: $140,000
If genuine savings = $40,000: Requirement met
Remaining $100,000 can be from any source (gift, inheritance, etc.)

Example: Gift + Genuine Savings Strategy

Emma — $650,000 Property in Melbourne, $80,000 Available

Property Price$650,000
5% Genuine Savings Required$32,500
Emma's Bank Savings (saved over 8 months)$35,000 (qualifies)
Parent Gift$45,000 (does not count as genuine)
Total Deposit Available$80,000 (12.3%)
Genuine Savings RequirementMet ($35K of $32.5K needed)
LVR87.7% — LMI required
LMI Premium (est.)~$12,000

Emma meets the genuine savings requirement with her $35,000 in savings held for 8 months. The $45,000 parent gift supplements the deposit but does not help with the genuine savings threshold. Emma uses the First Home Guarantee scheme to avoid LMI on her 12.3% deposit, saving her approximately $12,000.

Frequently Asked Questions

No. Gifts from family or anyone else are not considered genuine savings, regardless of how long they sit in your account after receipt. However, many lenders accept a combination: 5% genuine savings (from salary credits held 3+ months) plus the remainder as a gift. A statutory declaration or gift letter from the donor is usually required, confirming the funds are non-repayable.
Generally not immediately. An inheritance is a lump-sum windfall, not evidence of savings behaviour. However, if the inheritance has been sitting in an account for 3-6 months alongside regular salary credits, some lenders may accept the accumulated balance as genuine savings. Different lenders treat this differently — consult a broker before applying.
For regular salary savings, most lenders require funds to have been accumulating for at least 3 months in an account you own. For proceeds from selling assets such as property, shares, or a business, the holding period is typically 6 months. The lender will review 3 months of bank statements showing regular credits and no suspicious large credits that could indicate a recent gift.
Generally no. The genuine savings requirement applies to high-LVR loans above 80% LVR. If your deposit reaches 20% of the property price, bringing LVR to 80% or below, most lenders waive the genuine savings requirement. You can use gifts, inheritances, tax refunds, or any other source for the full 20% without it being an issue.
Yes. Under the First Home Guarantee (FHG) scheme, you need only a 5% deposit which can come from any source including gifts. The government guarantees up to 15% of the property value, eliminating the LMI requirement and the strict genuine savings assessment. However, the FHG has income caps ($125,000 single, $200,000 couple) and property price caps that vary by state, and limited annual places (35,000 per year).

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