Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life

In an era of population ageing, the primary home is increasingly viewed as a personal resource that can perform a pension role in retirement. This article assesses the extent to which Australians aged 45 years and over withdraw housing equity through in situ mortgage equity withdrawal (MEW), downsiz...

Full description

Bibliographic Details
Main Authors: Ong, Rachel, Wood, G., Austen, Siobhan, Jefferson, Therese, Haffner, M.
Format: Journal Article
Published: Routledge 2015
Subjects:
Online Access:http://hdl.handle.net/20.500.11937/18842
_version_ 1848749862430965760
author Ong, Rachel
Wood, G.
Austen, Siobhan
Jefferson, Therese
Haffner, M.
author_facet Ong, Rachel
Wood, G.
Austen, Siobhan
Jefferson, Therese
Haffner, M.
author_sort Ong, Rachel
building Curtin Institutional Repository
collection Online Access
description In an era of population ageing, the primary home is increasingly viewed as a personal resource that can perform a pension role in retirement. This article assesses the extent to which Australians aged 45 years and over withdraw housing equity through in situ mortgage equity withdrawal (MEW), downsizing and selling up. We find that the incidence of housing equity withdrawal has increased over the last decade despite a global financial crisis. MEW is the dominant form of equity release among those under pension age, while downsizing or selling up is more frequent among those above pension age. Downsizing and selling up are more likely to be prompted by adverse life events than MEW. Selling up is typically an option of last resort. Our findings offer insights into important debates around homeownership societies and the welfare role performed by owner-occupied housing in mid-to-late life.
first_indexed 2025-11-14T07:27:41Z
format Journal Article
id curtin-20.500.11937-18842
institution Curtin University Malaysia
institution_category Local University
last_indexed 2025-11-14T07:27:41Z
publishDate 2015
publisher Routledge
recordtype eprints
repository_type Digital Repository
spelling curtin-20.500.11937-188422017-09-13T16:03:16Z Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life Ong, Rachel Wood, G. Austen, Siobhan Jefferson, Therese Haffner, M. Downsizing Mortgage equity withdrawal Selling up Housing equity withdrawal In an era of population ageing, the primary home is increasingly viewed as a personal resource that can perform a pension role in retirement. This article assesses the extent to which Australians aged 45 years and over withdraw housing equity through in situ mortgage equity withdrawal (MEW), downsizing and selling up. We find that the incidence of housing equity withdrawal has increased over the last decade despite a global financial crisis. MEW is the dominant form of equity release among those under pension age, while downsizing or selling up is more frequent among those above pension age. Downsizing and selling up are more likely to be prompted by adverse life events than MEW. Selling up is typically an option of last resort. Our findings offer insights into important debates around homeownership societies and the welfare role performed by owner-occupied housing in mid-to-late life. 2015 Journal Article http://hdl.handle.net/20.500.11937/18842 10.1080/02673037.2015.1009875 Routledge restricted
spellingShingle Downsizing
Mortgage equity withdrawal
Selling up
Housing equity withdrawal
Ong, Rachel
Wood, G.
Austen, Siobhan
Jefferson, Therese
Haffner, M.
Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title_full Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title_fullStr Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title_full_unstemmed Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title_short Housing Equity Withdrawal in Australia: Prevalence, Patterns and Motivations in Mid-to-late Life
title_sort housing equity withdrawal in australia: prevalence, patterns and motivations in mid-to-late life
topic Downsizing
Mortgage equity withdrawal
Selling up
Housing equity withdrawal
url http://hdl.handle.net/20.500.11937/18842