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Insurance

Stepped vs level premiums

Donmont Capital · Financial advice for Australians

How your premium is structured can change the lifetime cost of your insurance by tens of thousands of dollars. There are two main types.

Stepped premiums

Recalculated each year based on your age. They start cheap and rise every year — often steeply once you’re in your 50s and 60s. Great if you only need cover for a few years; painful if you hold it long term.

Level premiums

Based on your age when you start and held far more stable (they still move with indexation and any repricing). More expensive in the early years, but they don’t climb with age — so over a long horizon they usually work out cheaper overall.

The crossover. Level premiums typically become the cheaper option once you hold the cover for roughly 10–15 years. If you expect to need cover into your 50s and beyond, level is often the smarter long-game choice; for short-term needs, stepped keeps early costs down.

The right choice depends on how long you’ll hold the cover, your budget now, and whether you’d rather pay less today or less over a lifetime.

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Frequently asked questions

Are level premiums really cheaper?

Over a long horizon, usually yes. They cost more early but don’t rise with age, so they typically become cheaper than stepped once you’ve held the cover for around 10-15 years.

Do level premiums ever increase?

They don’t rise with your age, but they can still move with indexation (to keep your cover keeping pace with inflation) and if the insurer reprices a product across the board.

Which should I choose?

Stepped suits short-term needs and a tight budget now; level suits long-term cover where you want to avoid steep rises later. It comes down to how long you’ll hold the policy.

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Sources & important information

General advice warning. This information is general in nature only and does not take into account your objectives, financial situation or needs. It is not personal financial advice. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD). Consider seeking personal advice from a licensed financial adviser. Donmont Capital is an Authorised Representative (No. 1302126) of Gill & Co Advisory Pty Ltd (AFSL No. 551560).

Sources. Figures referenced are drawn from recognised public sources including the ASFA Retirement Standard, the Australian Taxation Office (ATO), APRA and ASIC’s Moneysmart. All figures are indicative and current only as at the periods stated; superannuation rules, thresholds, balances and returns change over time. Verify current figures with the original source before relying on them.

Calculators & estimates. Any calculator or projection here is a simplified estimate for general illustration only, relies on assumptions that may not reflect your situation, and is not a guarantee of future outcomes.

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