2008/09 Federal Budget

15 May 2008

Econtech has produced an economic analysis of the 2008/09 Federal Budget. It was presented by Econtech Director, Chris Murphy, at a National Tourism Alliance (NTA) function held in Parliament House on 14 May 2008 and sponsored by Diageo. The presentation sought to answer the question: "What does the Budget mean for Australia, the tourism industry and you?

The Budget

Budget conditions are currently very favourable because of the high terms-of-trade and low unemployment. However, conditions will become less favourable in the years ahead for three reasons. First, markets expect moderation in commodity prices after 2008/09, reducing the terms-of-trade. Second, unemployment has begun to creep up from a low of 4% and is forecast by Econtech to reach 5% in 12 months. Third, the IGR has highlighted the future blowout in health spending due to the ageing population and other factors. It is important to run a large surplus in 2008/09 to avoid the Budget falling into deficit when the budget environment inevitably becomes more challenging.

For 2008/09, policy measures in the Budget reduce the Budget surplus by $9.9 bn. This substantial fiscal stimulus includes $7.1 billion from the personal income tax cuts.

This fiscal stimulus arises because of decisions taken by the former Howard Government. Up to the Pre-Election Fiscal Outlook (PEFO), the Howard Government announced measures to reduce the Budget surplus (fiscal balance) for 2008/09 by $10.8 bn. The Rudd Government has subsequently achieved net savings of $0.9 bn, leaving the overall result of a fiscal stimulus of $9.9 bn.

Given that the net saving achieved by the Rudd Government is close to zero, its fiscal decisions to date will have a broadly neutral effect on the economy. The fiscal stimulus in the Budget arises primarily from the personal income tax cuts announced by the Howard Government and largely adopted by the Rudd Government.

The Rudd Government has announced 2008/09 budget savings of $7.1 bn. However, this is a gross saving figure, before allowing for the effect of its new initiatives. The net saving figure is $0.9 bn, as noted above.

The Australian Economy

Econtech has revised its economic forecasts to take the Budget into account.

The Budget forecasts a mild economic slowdown whereas Econtech expects a more pronounced slowdown. Thus, while the Budget forecasts GDP growth of 2.75 per cent, Econtech expects economic growth of only 2.25 per cent.

This difference arises because Econtech believes that current difficult financial conditions will have a bigger adverse effect on investment than forecast by Treasury. Thus, while Treasury forecasts strong real growth in business investment of 8.5 per cent, powered by the resources boom, Econtech forecasts business investment growth of only 1 per cent. Econtech's forecast reflects its assessment of the impact of Reserve Bank increases in official interest rates, and greater caution in financial markets leading to unofficial interest rates increases and tighter credit availability, especially for riskier borrowers.

The pronounced economic slowdown is expected to lead unemployment to creep up to 5 per cent by this time next year. The silver lining of the slowdown cloud is that inflation is expected to moderate to be 2.75 per cent by the June quarter 2009, so that the next move in official interest rates should be down.

The Tax Review is a very welcome initiative. The Howard Government achieved important tax reform by replacing sales tax with a more broadly-based GST and making the company tax rate more internationally competitive. There are three areas ripe for reform by the new Government. First, the bases for payroll tax and land tax should be broadened. Second, a further cut in company tax is now needed to restore its international competitveness. Third, the high effective marginal tax rates facing low and high income earners should be further reduced.

You and the Personal Income Tax Cuts

The personal income tax cuts were assessed using Econtech's Personal Income Tax Model (PITM). This model uses the latest ATO data on the distribution of taxable incomes.

PITM produces very similar estimates to Treasury's income tax modelling. When the tax cuts are fully phased in in 2010/11, PITM puts the annual cost at $14.2bn, very similar to the Budget estimate of $13.9bn.

The tax cuts are deepest for lower income earners, reflecting the emphasis on raising the Low Income Tax Offset. Post 2008/09, there are no adjustments to the top two tax brackets so the percentage of taxpayers on the top two marginal tax rates will start to rise again.

Allowing for both the tax and social security systems, low and high income earners face the highest effective marginal tax rates, so targetting tax cuts on them gives the biggest boost to economic incentives.

The Tourism Industry

The tourism industry is being hurt by high oil prices and the strong Australian dollar. The Tourism Forecasting Committee (TFC) is predicting annual growth in real spending over the next three years of 4% for inbound and zero for domestic, which are both low rates by historical standards.

The Rudd Government will release a National Tourism strategy in June 2009. The Budget includes $6.4 million in spending on new tourism programs for 2008/09. However, this is easily out-weighed by a substantial increase in the passenger movement charge.

Download the assessment of the 2008/09 Federal Budget.

For more information, email Dinar Prihardini or phone her on (02) 6295 0527.

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