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Chattel Mortgage vs Finance Lease: Which One Saves More Tax in 2026?

Written by Equifund | Apr 29, 2026 5:32:19 AM

Two of the most common equipment finance structures in Australia, chattel mortgage and finance lease, look similar on the surface. Same monthly repayments, same equipment, same lender. But the tax treatment is fundamentally different, and in 2026, that difference is worth thousands.

The Core Difference: Who Owns the Asset

Everything flows from this single point:

  • Chattel mortgage: you take legal ownership of the asset from day one. The lender holds a mortgage over it as security.
  • Finance lease: the lender purchases the asset and leases it to you for the agreed term. You have full use of the equipment, but the lender retains legal ownership throughout.

At the end of a finance lease, you typically have the option to purchase the asset for the residual value, refinance, or return it.

The 2026 EOFY Factor: Instant Asset Write-Off

This is the most important tax consideration right now.

The $20,000 instant asset write-off, confirmed until 30 June 2026, allows eligible small businesses to immediately deduct the full purchase cost of assets under $20,000 in the year of purchase, rather than depreciating over time.

Chattel mortgage qualifies. Finance lease does not.

Because you own the asset from day one under a chattel mortgage, you're entitled to claim the write-off. Under a finance lease, the lender owns the asset, so you cannot claim depreciation, and you cannot access the instant asset write-off.

For a $19,500 asset purchased under a chattel mortgage before 30 June 2026, a business on the 25% small business tax rate saves approximately $4,875 in tax this financial year. Under a finance lease, that saving is not available.

GST Treatment

StructureGST on Purchase
Chattel MortgageClaim full GST on the purchase price upfront in the BAS period of purchase
Finance LeaseClaim GST progressively on each lease payment over the term

For a GST-registered business, claiming the full GST upfront under a chattel mortgage improves cash flow immediately: that's a refund or offset available in your next BAS lodgement.

What You Can Deduct: Side-by-Side

Tax ItemChattel MortgageFinance Lease
Instant asset write-off (under $20k)YesNo
Depreciation (assets over $20k)Yes: you own the assetNo: lender owns the asset
Interest chargesDeductibleNot applicable
Lease paymentsNot applicableFully deductible
GST claimUpfront in fullProgressive per payment

Cash Flow and Monthly Payments

Finance leases typically offer lower monthly repayments because there's no balloon payment: the residual value is built into the lease structure. Chattel mortgages allow an optional balloon payment at the end of the term, which can reduce monthly repayments to a comparable level while keeping the ownership and tax benefits.

Who Should Choose What

Chattel Mortgage is usually the better choice if:

  • You're GST-registered and want to claim the full GST upfront
  • The asset is under $20,000 and you want the instant asset write-off before 30 June 2026
  • You want to own the asset outright at the end of the term
  • Your business has consistent cash flow and can manage a balloon payment

Finance Lease may suit you if:

  • You want the lowest possible monthly repayments
  • You upgrade equipment regularly and want flexibility at end of term
  • Off-balance-sheet treatment is important for your reporting
  • You're not focused on immediate tax deductions this financial year

Important Note

The right structure depends on your specific tax position, business structure, and cash flow. Always confirm with your accountant before settling on a finance product, especially with the EOFY deadline approaching.

Equifund works with 80+ lenders across Australia. We're a fully licensed broker (ACN 647 510 790, CRN 530270). We work for you, not the bank. Get a decision in as little as 24 hours with no impact on your credit score. Apply now →