Upgrading · Free Guide · Clear Path Home Loan

Sell Smart. Buy Smarter.

Upgrading is more complex than most people expect. Bridging finance, equity, stamp duty and settlement timing all need to line up. Here is the straightforward guide to getting it right.

Last reviewed: April 2026
6–12mo
Maximum bridging loan term — old property must sell within this window
80%
Peak LVR limit for most bridging finance arrangements
42 days
Standard NSW settlement period — plan your timelines around this
01
Sell first or buy first?
There is no universally right answer — it depends on your market, financial position and risk tolerance. Selling first gives you certainty on price and equity but may require temporary accommodation. Buying first gives you continuity but requires bridging finance. A specialist can model both scenarios.
02
What bridging finance is
A bridging loan covers the gap between buying your new property and selling your old one. You temporarily own both properties. The bridging loan is typically interest-only and secured against both. Once your old home sells, the bridging loan is repaid and you are left with just the new mortgage.
03
Understanding your real equity position
Before you start, know exactly how much equity you have. Get a current market appraisal, subtract your outstanding loan balance, then subtract agent fees (typically 1.5–2.5%), conveyancing costs and any capital gains tax. This is your real available equity.
04
Simultaneous settlement
The cleanest outcome — your existing property settles on the same day as your new purchase. This requires precise coordination between both agents, conveyancers and your lender. It is achievable but needs planning well in advance.
05
Stamp duty on upgrades
Unlike first home buyers, upgraders generally pay full stamp duty on their new purchase. In NSW, stamp duty on a $1.5M property is approximately $67,000. This must be funded from your equity or savings — it generally cannot be added to your loan.

What people get wrong

Not getting finance pre-approved before listing your home
Get your finance pre-approved before putting your current home on the market. This confirms your budget for the next purchase and means your timelines can be properly coordinated.
Underestimating selling costs
Agent commission (1.5–2.5%), conveyancing, styling, marketing and moving costs add up. On a $1M sale this can be $25,000–$35,000. Factor this into your equity calculation from the start.
Assuming bridging finance is always available
Not all lenders offer bridging finance and those that do have strict criteria. Your existing lender may not be the best option. A specialist will know which lenders offer the most flexible bridging arrangements.
Making unconditional offers without confirmed finance
In competitive markets, buyers are tempted to make unconditional offers before their finance is confirmed. This is high risk — if your existing property does not sell in time, you may face serious financial consequences.

💡 The bridging loan window

Most bridging loans require your existing property to sell within 6–12 months. If it takes longer, you face ongoing interest on two loans simultaneously — which can be very expensive. Having a realistic appraisal and a clear selling strategy before committing to a purchase is essential.

Frequently asked questions

It depends on your risk tolerance and market conditions. Selling first gives you certainty on price and equity. Buying first gives you continuity but requires bridging finance. In a rising market, buying first can make financial sense. In a flat or falling market, selling first is safer. A specialist can model both.

A bridging loan is a short-term loan (usually 6–12 months) that covers the gap between buying your new property and selling your old one. You temporarily have two properties as security. Once your existing home sells, the bridging loan is repaid from the proceeds.

You need enough equity to cover the deposit on your new property (typically 10–20%), plus stamp duty, conveyancing and agent fees on your sale. Get a current market appraisal and subtract your outstanding loan balance and selling costs to find your real available equity.

Yes — but sellers and agents do not always accept this, particularly in competitive markets. Bridging finance removes the need for a subject-to-sale clause entirely, which can make your offer more attractive.

This is the bridging finance scenario. Your lender holds both properties as security and advances funds to complete your new purchase. Once the old home sells, the bridging loan reduces to just the new loan balance.

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