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Personal Insurance 31 August 2024

Underinsurance: The Hidden Consequence of Australia's Housing

As mortgage commitments rise, Australians are becoming increasingly under-insured — leaving households financially vulnerable when life takes an unexpected turn.

Written by Mandar Bapat

Australia's housing affordability crisis has dominated headlines for years, particularly affecting first-home buyers who have had to take on larger mortgages to secure a property. But there's a serious knock-on effect that many families overlook: as mortgage commitments rise, Australians are becoming increasingly under-insured — leaving households financially vulnerable when life takes an unexpected turn.

This article explains the connection between housing affordability and underinsurance, why so many families fall into this trap, and how you can protect your home and financial future.

The link between housing costs and underinsurance

Under-insurance happens when a person's life, TPD, trauma or income protection cover is not enough to protect them in the event of death, illness or injury. As property prices have surged, many homeowners now prioritise mortgage repayments over insurance, rely on basic default superannuation insurance which is often too low, reduce or cancel cover to save money, and underestimate how much cover their family truly needs. The result is a growing number of families financially exposed if anything happens to the main income earners.

Real-life example: John & Jane

Back in 2019, John and Jane planned to buy a home costing around $400,000. Due to COVID delays and market changes, they eventually bought a similar home in 2022 for $700,000 — a 75% jump. During that period, interest rates rose from 3–4% to 6–7%, they welcomed a new baby, household costs increased due to inflation, and their wages did not keep pace.

To "save money," they considered relying on age-based default insurance inside their industry super fund. But default insurance rarely covers a large mortgage or the full needs of a young family. If John or Jane became sick, injured, or passed away, the surviving partner could face mortgage stress, loss of income, pressure to sell their home, and long-term financial hardship. In their case, the cost of adequate insurance is far smaller than the financial risk of being under-insured.

Why underinsurance is so dangerous

A major illness, accident or death can remove the household's key income overnight. Bills, childcare, and mortgage payments continue, and a forced home sale may occur in a bad market, adding more stress. Families may need to rely on debt, family support or government assistance. Insurance isn't about fear — it's about financial safety. It protects your biggest asset: your family's ability to keep their home and lifestyle.

Tailored insurance can still be affordable

Most people are surprised to learn that cover can be adjusted to your needs, you don't always need maximum cover — just the right amount, structuring insurance correctly can reduce the impact on personal cashflow, and some insurance may be tax-deductible depending on structure. A proper needs analysis ensures your policy remains both affordable and effective.

Start with a conversation.

If this raised questions about your own situation, a complimentary discovery call is a good place to start. No charge, no obligation.

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Important Disclaimer
This article is intended to provide General Information only and does not take into account your personal objectives, financial situation, or needs. Superannuation, taxation, investments, and insurance rules can be complex, and what is appropriate for one person may not be suitable for another. Personalised advice should be sought before making financial decisions. For personalised advice or to discuss your specific circumstances, please contact Mandar Bapat.