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Commercial & investment

Equipment Finance Comparison - Chattel Mortgage vs Lease

Compare a chattel mortgage, a finance lease and an operating lease on the same asset. The repayments are often similar - what differs is who owns the asset, when you claim GST, and whether you depreciate the asset or deduct the payment.

Your details

$
$
%
years
%
%

25% for base rate entities, otherwise 30%

%
Chattel mortgage
$1,978
per month + balloon
Finance lease
$1,978
per month + residual
Operating lease
$2,137
per month, no residual
Amount financed$120,000
Residual / balloon (30%)$36,000
Total repayments over the term$118,703
Total cost including residual$154,703
Total interest$34,703
Tax and ownership treatment
Chattel mortgageFinance leaseOperating lease
Who owns the assetYou, from day oneFinancier during the termFinancier - you never own it
On your balance sheetYes - asset and liabilityYes - right of use assetGenerally off balance sheet
GST on the assetClaim it all in the next BASClaimed on each paymentClaimed on each payment
GST benefit$12,000$15,470$12,820
What you deductInterest + depreciationThe full lease paymentThe full rental
Deductions over the term$154,703$154,703$128,200
Approx. tax benefit$38,676$38,676$32,050
End of termPay the balloon, keep itPay the residual or refinanceHand it back or re-rent
SuitsAssets you keep long termAssets you keep, with lower upfront GST cashAssets you replace often
A chattel mortgage lets you claim the whole GST credit in the next BAS, which is a significant cash-flow advantage over a lease that spreads it across every payment.
Instant asset write-off and temporary full expensing rules change frequently and can transform the comparison. Confirm the current thresholds before deciding.
Business use is set to 100% - deductions and GST credits are apportioned accordingly.

Frequently asked questions

Which is cheapest?

On the raw repayment a chattel mortgage and a finance lease are usually close. The real difference is cash flow and tax timing: the chattel mortgage returns the GST immediately, the lease spreads it.

Does an operating lease keep debt off my balance sheet?

Historically that was the main appeal. Accounting standards have tightened, and most leases now bring a right-of-use asset onto the balance sheet. Check with your accountant for your reporting framework.

General advice warning: This calculator provides general information only. It does not take into account your objectives, financial situation or needs, and it is not personal credit or financial advice.

Results are estimates based on the inputs and assumptions shown. Any interest rate used is an example and is not an offer of credit. Speak to a licensed credit representative before acting on these figures.