Back to Library

The 4.5% Cash Trap: Why 'Safe' Money Silently Loses

Market Myths & Biases3 min read

Cash Trap Calculator: spending power, tax and inflation

Set your own amount, time frame, tax rate and assumptions to see what your cash really keeps.

$
10 years

Your marginal tax rate

3.5%
4.5%

What your money can actually buy

Lifestyle capacity today

$100,000 (100%)

Lifestyle capacity in 10 years

$95,620 (96%)

Your $100,000 will only buy what $95,620 buys today — a loss of 4% in real spending power.

Balance on the statement after 10 years: $134,882. The number grows, the spending power doesn't.

Behind the scenes: why cash quietly loses

The same arithmetic your bank statement never shows you.

Advertised bank rate
+4.50%
Tax on your interest (at 32.5%)
-1.46%
Inflation
-3.50%

Net real return

-0.46% per year

Estimates and illustrations only

This tool uses simple, fixed assumptions to show how tax and inflation work together over time. It assumes the same interest rate and inflation rate every year, and ignores fees, Medicare levy, offsets and any other part of your tax position. Results are estimates and illustrations only — not advice, and not a guarantee of any outcome. Consider speaking with an adviser before making decisions about where your cash sits.

The number that actually matters

When a term deposit advertises a rate, that's the nominal return — the number before inflation and tax. What matters for your future spending is the real return: what's left once prices have risen and the tax office has had its share.

If cash earns [RATE] and inflation runs near the Reserve Bank's 2–3% target band, the gap is thin before tax. At a marginal tax rate, that gap can disappear entirely.

Cash rarely loses money on the statement. It loses purchasing power quietly, and that's much harder to notice.

Reinvestment drag: the part people miss

A term deposit locks a rate for a set period — often 12 months. When it matures, you reinvest at whatever the rate is then. Today's attractive rate is a snapshot, not a decade-long promise.

This is reinvestment drag: you're repeatedly rolling over short-term money with no control over the rate you'll be offered next. Long-term goals get funded by short-term guesses.

2–3%

The Reserve Bank of Australia's inflation target band — the hurdle your cash has to clear

What cash is genuinely good for

Time horizonWhat cash does wellThe risk of using cash
0–2 yearsCertainty for known expensesVery low — this is cash's job
3–5 yearsReduces short-term bumpinessSome loss of purchasing power
6–10 yearsLittle advantageMeaningful erosion after inflation
10+ yearsRarely appropriate aloneReal spending power falls behind
General guidance only. Your own buffer depends on your circumstances.

A practical way to think about it

We usually separate your money by when you'll spend it. Near-term spending and your emergency buffer sit in cash, where certainty is worth paying for. Money for the decade ahead is invested, where growth has time to work.

That split means you're never forced to sell growth assets at the wrong moment — which is the real reason to hold cash, rather than the interest rate on offer.

Common client questions

This information is general in nature and doesn't take into account your personal objectives, financial situation or needs. Consider whether it's appropriate for you before acting on it. Any calculators or simulators shown are estimates and illustrations only — not advice, and not a guarantee of future outcomes.

Where to next

More explainers that pair well with this one.