ACTU Economic Bulletin - August 2014

Page 1

Key points 

   

Ginis ranging from 0.5 to 0.53), but they have

One of the main differences between high- and

dramatically different levels of inequality after taxes

low-inequality countries is the amount of

and transfers are taken into account. France and

redistribution they do through taxes & transfers.

Germany do a lot of redistribution, and reduce

Australia does less redistribution than most OECD

inequality by about .20 points from .50 to .30. The US

countries.

doesn’t do nearly as much redistribution, so its Gini

The amount of redistribution that Australia does

coefficient after taxes and transfers is about 0.39 –

has fallen over time, partly due to policy choices.

America only reduces inequality by about half as

The budget will further reduce redistribution in

much as France or Germany. Chile does virtually no

Australia and therefore increase inequality.

redistribution at all, so it has a post-tax, post-transfer

Government could improve the budget bottom

Gini of 0.50.

line without increasing inequality, such as by reforming super tax concessions. There are a lot of factors that affect the level of inequality in a country. But perhaps the biggest factor is the amount that the country chooses to redistribute through taxes and cash transfers (like age and disability pensions, family payments, and unemployment allowances). Countries with similar levels of inequality in market incomes make different choices about the amount of redistribution to undertake, and the result is very different levels of inequality in disposable incomes. Inequality is measured using the Gini coefficient, which ranges from 0, in the case of perfect equality, to 1, where one person has all the income.

Look, for example, at the United States, Germany, France and Chile. These four countries have a roughly similar level of pre-tax, pre-transfer inequality (with

Figure 1: Income inequality in OECD countries: Gini coefficient before and after income tax and cash transfers Ireland Greece Portugal Chile United Kingdom Spain France United States Germany Italy Austria Japan Finland Belgium Estonia Israel Luxembourg Turkey Poland Australia Czech Republic Slovenia New Zealand Canada Sweden Denmark Netherlands Norway Slovak Republic Iceland Switzerland Korea

Post-tax, posttransfer

0

0.1

0.2 0.3 0.4 Gini coefficient

Pre-tax, pretransfer

0.5

0.6

Source: OECD Income Distribution Database. The data are the latest available for each country; for most countries this is 2011.

ACTU Economic Bulletin – August 2014 – Page 1


Australia’s level of pre-tax, pre-transfer inequality is

from those who can afford it most, and what we

lower than in many other OECD countries (Gini 0.46),

spend goes overwhelmingly to those who need it

but

is

most, but we’re a low-tax, low-spending country. As a

somewhat higher than the typical developed country

result, we’re a low redistribution, somewhat high

(Gini 0.32). The difference between those two figures

inequality country.

our

post-tax,

post-transfer

inequality

– 0.14 Gini points – is a measure of the extent of redistribution that Australia does through direct taxes

The amount of redistribution that Australia does

and cash transfers. Figure 2 shows that Australia

through income taxes and cash transfers has also

redistributes income to a lesser extent than most

fallen over time. In the mid-to-late 1990s, we

OECD countries, and only a little bit more than the

reduced inequality by about 0.16 Gini points through

US.

direct taxes and transfers. Now that figure is 0.14.1

Figure 2: Reduction in inequality through taxes and transfers: Difference between pre- and post-tax/transfer Gini coefficients

Figure 3: Reduction in inequality over time: Difference between pre- and post-tax/transfer Gini coefficients Gini points 0.20

Ireland Finland Greece Belgium Austria Slovenia Germany Luxembourg Czech Republic France Portugal United Kingdom Italy Denmark Spain Norway Poland Sweden Estonia Slovak Republic Iceland Japan Netherlands Australia New Zealand Canada United States Israel Switzerland Turkey Korea Chile

0.27 0.23 0.22 0.22 0.21 0.21 0.21 0.20 0.20 0.20 0.20 0.18 0.18 0.18 0.18 0.17 0.16 0.16 0.16 0.16 0.15 0.15 0.15 0.14 0.13 0.12 0.12 0.10 0.08 0.06

UK 0.15 Canada

0.05

US

0.10

0.05 1992

1997

2002

2007

2012

Source: ACTU calculations based on OECD Income Distribution Database.

The 2014-15 Budget, if legislated, will further reduce the amount of redistribution Australia does through income taxes and transfers. As a result, income

0.03 0.03 0

Australia

inequality will rise. 0.1

0.15 0.2 Gini points

0.25

0.3

Source: ACTU calculations based on OECD Income Distribution Database. Data are the latest available for each country; for most this is 2011.

At first, this might seem counter-intuitive. Australia

Low income earners will be hit the hardest by the proposed

budget

measures.

Figure

4

shows

NATSEM’s analysis of the effect of the budget on

has a relatively progressive personal income tax system and we have by far the most targeted welfare system in the OECD. But the simple fact is that we don’t raise much in taxes or spend much on transfers. What we do raise in taxes comes disproportionately

1

A recent paper by Herault and Azpitarte (2014) finds that the decline in income redistribution is mostly due to a change in the distribution of market incomes, but that policy change (such as a reduction in income tax progressivity) also played a role.

ACTU Economic Bulletin – August 2014 – Page 2


various household types. In general, the lower the

of budget measures such as freezing or reducing

income, the larger the reduction in disposable

indexation of payment rates or eligibility thresholds

income as a result of this budget. Some low income

increases over time as wages and prices grow. Figure

families will see their disposable incomes reduced by

5 shows NATSEM’s estimate of the effect of the

over 5% this financial year; by contrast, very high

recent budget on the incomes of various household

income earners will only see a 0.3% decline as a

types in 2017-18, after the temporary levy has

result of the “temporary budget repair levy”.

expired.

Figure 4: Change in disposable income in 2014-15 as a result of the Budget by household type

The inequitable effect of the recent budget can be

Change in disposable income (%) 0% Single person, no -1% kids

seen most clearly in Figure 6, which shows the average change in disposable income for each Dual income couple, 2 kids

-2%

Single income -3% couple, 2 kids

income quintile for this financial year and for 201718. This year, the average income of low income earners is expected to be cut by 1.3% by the budget; the average income of high income earners will fall

-4%

by 0.3% relative to where it would otherwise have

Single parent, 2 kids

-5%

been. By 2017-18, the average income of low income earners will be 2.2% lower than it would otherwise

-6% $0

$50,000

$100,000

$150,000

$200,000

Source: Phillips 2014, ‘NATSEM Budget 2014-15 Analysis’, May 26. Available online: http://www.natsem.canberra.edu.au/storage/201415%20Budget%20Research%20Note.pdf

Figure 5: Change in disposable income in 2017-18 as a result of the Budget by household type Change in disposable income (%) 0% Dual income couple, 2 -5% kids

-10%

Single parent, 2 kids

-15%

2014 budget measures hadn’t been implemented.

Change in disposable income (%) 0.5%

Single income couple, 2 kids

0.0% -0.5% -1.0% -1.5%

-20% 50,000

better off (+0.2%) than they would’ve been if the

Figure 6: Mean change in disposable income by quintile as a result of the 2014 Budget in 2014-15 and 2017-18

Single person, no kids 0

have been, while high income earners will be slightly

100,000

150,000

200,000

Source: Phillips 2014, ‘NATSEM Budget 2014-15 Analysis’, May 26. Available online: http://www.natsem.canberra.edu.au/storage/201415%20Budget%20Research%20Note.pdf

The temporary levy on high income earners is, as the name suggests, temporary. By contrast, the measures that will affect low income earners are permanent

-2.0%

2014-15 2017-18

-2.5% Lowest

Second Middle Fourth Income quintile

Top

Source: Phillips 2014, ‘NATSEM Budget 2014-15 Analysis’, May 26. Available online: http://www.natsem.canberra.edu.au/storage/201415%20Budget%20Research%20Note.pdf

and their effect will grow over time. The real impact ACTU Economic Bulletin – August 2014 – Page 3


The budget will increase inequality in Australia. The

are taxed at 15% regardless of income. This means

gap between the richest and poorest in Australia will

that the lowest income earners pay more tax on their

grow, as the amount of redistribution we achieve will

retirement savings than on their regular income,

be reduced further.

while those earning between $20 500 and $37 000 pay about the same tax rate on their super as their

If the government wished to improve the budget

take home pay. In other words, they receive no

bottom line, there are policy choices it could have

concession on their retirement savings. By contrast, a

made that would not have increased inequality.

very high income earner faces a marginal tax rate of

Foremost among these is reducing and reforming tax

45% and pays the same 15% flat tax on super

expenditures,

to

contributions, thus receiving a concession of 30

superannuation. A recent IMF working paper showed

percentage points. The value of this concession to

that Australia foregoes more revenue through tax

top income earners is so large that they actually

expenditures than all the other advanced economies

receive more support for their retirement, through

it analysed (Figure 7).

super tax concessions, than low income earners do

particularly

those

related

Figure 7: Tax expenditures in advanced economies Australia Italy USA UK Spain Greece Austria Denmark Norway France Canada Netherlands Switzerland Germany Korea Portugal

through the age pension, as shown in Figure 8.

8.3 8.1 7.5

Figure 8: Government support for retirement by income level Total support $600,000 Super tax concessions Age pension $500,000

5.9 3.8 3.1 2.9 2.7 2.6 2.2 1.9 1.8

$400,000 $300,000

1.1 0.9 0.9 0.6 0

2

$200,000 $100,000 4 6 Per cent of GDP

8

10 $0 10 20 30 40 50 60 70 80 90 95 99

Source: Tyson, J. 2014, ‘Reforming Tax Expenditures in Italy: What, Why and How?’, IMF Staff Working Paper, WP/14/7.

Measuring the size of tax expenditures, and particularly comparing them across countries, is a

Percentile of income distribution Source: Treasury 2012, ‘Distributional Analysis of Superannuation Tax Concessions’, Paper to the Superannuation Roundtable. Figures pertains to percentiles of the male income distribution.

difficult and fraught task. Nevertheless, it is clear that

The

Australia’s tax expenditures are large and growing.

superannuation tax concessions if it wished to

The

improve the budget bottom line. Instead, it has

biggest

tax

expenditures

relate

to

government

could

have

reformed

chosen a package of measures that will make

superannuation and housing.

Australia more unequal. Perhaps the most inequitable among these is the flat tax on superannuation contributions. Contributions

Please

send

any

comments,

corrections,

criticisms

compliments to Matt Cowgill at mcowgill@actu.org.au.

ACTU Economic Bulletin – August 2014 – Page 4

or


The tables and charts below summarise the latest

Figure 10: Change in employment in the year to July Thousands 120

available data about the Australian labour market.

100

101.7

Table 1: Summary of labour force figures Level

Monthly change

Yearended change

11,576,600

-300

101,700

8,077,400

14,500

61,000

40

3,499,200

-14,800

40,600

20

19,069,200

26,000

342,100

0

60.7%

-0.1

-0.6

Unemployment rate

6.4%

0.3

0.7

Unemployed persons

789,000

43,700

103,300

Youth unemployment rate

14.1%

0.5

2.1

Participation rate

64.8%

0.1

-0.1

6.0

7.6

0.2

0.3

5.5

Employed persons - Full time employment - Part time employment Working age population Employment-topopulation ratio

80 66.3

61.0 60 40.1 40.6

34.8

35.4

26.2

0.5 Full time Males

Part time Females

Total Total

Source: ACTU calculations based on ABS 6202, seasonally adjusted.

Figure 11: Unemployment rate

Underemployment rate (quarterly)

Source: ABS 6202, seasonally adjusted.

6.7 1.6

-5

-0.3

-1.9 -5.1

-15

Full time Males

3.5

-21.5 Part time Females

Seasonally adjusted Jul 06

Jul 08

Jul 10

Trend Jul 12

Jul 14

Figure 12: Employment to population ratio (15+) Per cent 64 63

-14.8

-25

4.0

Source: ABS 6202.

0

-20

4.5

3.0 Jul 04

5

-10

6.5

5.0

Figure 9: Change in employment between June and July 2014 Thousands 25 19.6 20 14.5 15 10

Per cent 7.0

62 Total Total

61

Source: ACTU calculations based on ABS 6202, seasonally adjusted.

60 59 58 Jul 04

Jul 06

Source: ABS 6202.

ACTU Economic Bulletin – August 2014 – Page 5

Jul 08

Jul 10

Jul 12

Jul 14


Figure 13: Unemployment rates by state/territory

Figure 16: Employment growth in the year to May 2013

8.2

Tas

Other Services

7.5

Health Care & Social Assistance

6.4

SA

7.1

5.9 6.5 5.6 5.8

NSW 4.7 5.0

WA

5.6

NT

4.8

Jul 2013

4.0 3.9

ACT 0

2

8

25.7

Education & Training

22.3

Manufacturing

19.1

Construction

14.1

Retail Trade

12.4

Professional, Scientific &…

9.6

Electricity, Gas, Water & Waste…

4.6

Mining

Jul 2014

4 6 Per cent

33.4

Rental, Hiring & Real Estate…

6.6

Qld

43.2

Agriculture, Forestry & Fishing

5.8

Vic

46.8

4.0

Administrative & Support…

10

0.6

Transport, Postal &…

-6.1

Source: ABS 6202, trend.

Figure 14: Participation rate 15+ (%) 66.0

15-64 (%) 77.0 76.5

65.5

76.0

65.0

75.5

64.5

Financial & Insurance Services

-9.1

Public Administration & Safety

-9.3

Information Media &…

-9.8

Arts & Recreation Services

-15.8

Accommodation & Food Services

-33.3

Wholesale Trade

-51.1

-60 -40 -20 0 20 Thousands Source: ACTU calculations based on ABS 6202, trend.

75.0

64.0

74.5

63.5

74.0 Jul 04

15-64 (LHS) Jul 06

Jul 08

15+ (RHS) Jul 10

Jul 12

63.0 Jul 14

Source: ABS 6202.

Figure 15: Underemployment and unemployment rates Per cent 14 12 10 Underemployment 8 6 4 Unemployment

2 0 May 09

May 10

May 11

May 12

May 13

May 14

Source: ABS 6202, trend.

ACTU Economic Bulletin – August 2014 – Page 6

40

60


Figure 19: Annual growth in labour productivity (GDP per hour) Table 2: Summary of March quarter National Accounts Level

Quarterly change

Yearended change

Quarterly real GDP

394929

1.1%

3.5%

Real GDP per capita

16858

0.7%

1.8%

Labour productivity (total economy)

-

0.2%

2.1%

Labour productivity in the market sector

-

1.0%

2.7%

Terms of trade

-

-1.2%

-3.9%

Wages share of income

53.0%

-0.2

-0.9

Profits share of income

27.4%

0.0

0.9

Year-ended growth 5% Fair Work Act

Work Choices

4% 3% 2% 1% 0% -1%

Seasonally adjusted

Source: ABS 5206.

-2% Mar 04

Mar 06

Mar 08

Mar 10

Mining

6%

8.2%

Construction

5% 20-year average, 3.3%

7.5%

Rental, hiring and real estate…

7.2%

Health care and social…

5.1%

Arts and recreation services

3.9%

Public administration and…

3%

3.8%

Agriculture, forestry and fishing

3.6%

Administrative and support…

2%

Mar 06

Mar 08

Trend

Mar 10

Mar 12

Mar 14

2.2%

Retail trade

1.8%

Information media and…

0.9%

Accommodation and food…

0.7%

Other services Wholesale trade

Source: ABS 5206 and ACTU calculations.

Figure 18: Annual growth in nominal unit labour costs 8%

Transport, postal and…

-3.4%

6%

-15% Source: ABS 5206.

2%

0%

-2% Mar 94

Seasonally adjusted Trend Mar 98

Mar 02

Mar 06

Mar 10

-1.6% -2.2%

Professional, scientific and…

4%

0.4%

Electricity, gas, water and…

Manufacturing

20-year average, 2.5%

2.8%

Education and training

1% 0% Mar 04

Mar 14

14.1%

Financial and insurance…

Seasonally adjusted

Mar 12

Source: ABS 5206.

Figure 20: Growth in output (gross value added) – year to March 2013

Figure 17: Growth in real GDP per year

4%

Trend

Mar 14

Source: ABS 5206 and ACTU calculations. Non-farm.

ACTU Economic Bulletin – August 2014 – Page 7

-3.6% -4.2% -5% 5% 15% Annual GVA growth

25%


Figure 22: Headline and underlying CPI inflation Per cent 5%

Table 3: Summary of prices and wages data

Latest quarter

Level

Yearended change

June

-

2.6%

3%

Full-time average weekly ordinary time earnings (AWOTE)

May

$1,454.10

2.3%

2%

Real AWOTE

May

$1,454.10

-0.7%

1%

Wage (WPI)

Price

Index

full-time

4%

RBA's target band Headline CPI

Total average weekly earnings (AWE) National Minimum Wage per 38 hour week

May 1 Jul 14

$1,123.00 $640.90

1.6% 3.0%

0% Jun 04

Underlying CPI Jun 06

Jun 08

Jun 10

Jun 12

Jun 14

Source: ABS 6401.

Figure 23: Wage Price Index growth

Headline CPI

June

-

3.0%

4.5%

Trimmed mean (underlying CPI)

June

-

2.9%

4.0%

Employees’ cost of living (LCI)

June

-

2.3%

3.5%

Gender pay gap

May

18.3%

0.8%

3.0%

Source: ABS 6345, ABS 6302, FWC, ABS 6401, ABS 6467, ACTU calculations.

Figure 21: Annual growth in the CPI and workers’ cost of living (Employee LCI)

Long-run average

2.5% Trend 2.0% Sep 98

Sep 03

Seasonally adjusted Sep 08

Sep 13

Source: ABS 6345.

6%

Figure 24: WPI growth in the public and private sectors

5%

5.0% 4% 4.5%

3% 2% 1% 0%

4.0% Underlying CPI

3.5%

Employee LCI

3.0% -1% Jun 04

Jun 06

Source: ABS 6467, ABS 6401.

Jun 08

Jun 10

Jun 12

Jun 14

2.5%

Private Public

2.0% Jun 04

Jun 06

Source: ABS 6345.

ACTU Economic Bulletin – August 2014 – Page 8

Jun 08

Jun 10

Jun 12

Jun 14


Figure 25: WPI growth in the year to June by industry 0% 1% 2% 3% 4% Education and training

Figure 28: Average weekly ordinary time earnings for full-time adults $0 $1,000 $2,000

3.2%

Electricity, gas, water and…

Mining

3.0%

Arts and recreation services

3.0%

Construction

2.9%

Health care and social…

2.9%

Public administration and… Manufacturing

Information Media and…

$1,665.40

Financial and Insurance…

$1,665.30

Education and Training

2.7%

Australia

$1,716.20

Electricity, Gas, Water…

2.8%

Public Administration…

2.6%

Financial and insurance…

2.6%

Mining Retail trade

$1,462.50 $1,454.10

Transport, Postal and…

2.4%

Health Care and Social…

Information media and…

2.4%

Administrative and…

2.4%

Rental, hiring and real…

2.3%

Administrative and…

2.3%

Rental, Hiring and Real…

Other services Accommodation and food…

Arts and Recreation… Manufacturing

2.1%

Wholesale trade

2.0%

Wholesale trade

2.0%

Other Services Accommodation and… Retail Trade

Source: ABS 6345.

$1,530.80

All Industries Construction

2.4%

$1,659.10 $1,552.20

Wholesale Trade

2.5%

Transport, postal and…

$2,493.20

Professional, Scientific…

$1,449.20 $1,442.50 $1,372.90 $1,304.60 $1,294.40 $1,287.30 $1,269.20 $1,088.00 $1,048.10 $1,040.40

Source: ABS 6302.

Figure 26: Range of WPI growth rates across industries 7% Figure 29: Average annualised wage increase in federal enterprise agreements Per cent 5.5

6% 5% 4%

5.0

Agreements lodged in quarter

3% 4.5 2% 4.0

Range of growth rates in all industries

1%

Australia 0% Jun 04

Jun 06

Jun 08

Jun 10

Jun 12

Jun 14

Source: ABS 6345 and ACTU calculations.

3.0

Figure 27: WPI growth in the year to March by state 0% 1% 2% 3% 4% SA

3.1%

Victoria

2.8%

NT

2.8%

Australia

2.6%

Qld

2.6%

NSW WA

All current agreements

3.5

2.5 2.0 Mar 94

Mar 99

2.4% 2.3%

ACT

2.3%

Mar 09

Mar 14

Source: Department of Employment, Trends in Federal Enterprise Bargaining.

2.5%

Tas

Mar 04

Source: ABS 6345.

ACTU Economic Bulletin – August 2014 – Page 9


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