Mastercard Faces A$1.5bn Merchant Savings from Australia Surcharge Ban; AI Services Up 22%

MAMA

Australia will ban surcharges and impose lower interchange caps on Mastercard cards from October 2026, cutting merchant fees and contributing to A$1.5 billion in annual merchant savings. Mastercard’s Value-Added Services grew 22% in Q4 2025, outpacing 9% payment network growth, while integration with Bitget Wallet extends stablecoin payments to 150 million merchants globally.

1. Australia Surcharge Ban and Merchant Savings

The Reserve Bank of Australia will prohibit surcharges on debit, prepaid and credit cards on Mastercard networks starting October 1, 2026, aiming to simplify payments and boost competition. Merchants stand to save an estimated A$1.5 billion annually as additional fees are removed from point-of-sale transactions.

2. Interchange Fee Caps Lowered

New caps on interchange fees for domestic and overseas Mastercard transactions will reduce costs for businesses, with small merchants expected to benefit most as they currently pay rates near existing limits. Caps on foreign card transactions and enhanced fee transparency measures will follow on April 1, 2027, to give providers time to adapt.

3. Value-Added Services Expansion

Mastercard’s strategic shift toward AI, data analytics and value-added services drove a 22% revenue increase in Q4 2025, more than double the 9% growth of its core payment network. The company is leveraging this momentum to reinvest in technology platforms and explore divestitures that fund further innovation.

4. Bitget Wallet Stablecoin Integration

Mastercard has joined Bitget Wallet’s Onchain Payments Matrix, linking its network to stablecoin rails and blockchain channels. This partnership instantly enables stablecoin settlements across 150 million merchants and 90 million users in over 50 markets, supporting up to 155 million transactions and $177 billion in annual volume capacity.

Sources

IFG