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Should you pay off your HECS early, or invest?

Updated 13 July 2026 · 2026 indexation: 2.8%

The one fact that changes the maths

HECS isn't charged interest. It only grows with indexation — 2.8% in 2026, the lower of CPI and WPI. That's usually well below what a long-term diversified investment returns. So "pay off debt first" — good advice for a credit card at 20% — doesn't automatically apply to HECS.

The decision is really one comparison: the indexation rate vs your expected after-tax return.

Timing: before 1 June

If you do pay extra, do it before 1 June. Indexation is applied that day, so a payment beforehand escapes indexation on the amount paid. A payment on 2 June misses the saving by a year. Note that voluntary payments don't reduce the compulsory repayment assessed in your return — they only reduce the balance and future indexation.

What people often forget

Borrowing capacity. A HECS debt reduces how much a bank will lend you for a home loan, because the compulsory repayment counts against your income. If a mortgage is on the horizon, clearing HECS can help there even when the pure investment maths favours investing — more on that here.

Certainty. Investment returns are uncertain; the indexation saving is guaranteed. Some people rationally choose the sure thing.

→ Compare both paths for your balance — the payoff planner projects your debt-free date and puts "pay extra" against "invest at X%" side by side.

Related

HECS indexation 2026 — the 2.8% rate

Does HECS affect your home-loan borrowing power?

Payoff planner — pay-extra vs invest

Sources: ATO — indexation rates · ATO — voluntary repayments