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Income-Contingent Financing of Student Charges for Higher Education: Assessing the Australian Innovation

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Bruce Chapman
Chris Ryan

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Abstract

In Australia in 1989, for the first time in the world, a broadly-based income contingent loan policy for the payment of higher education charges was adopted, when the government introduced the Higher Education Contribution Scheme (HECS). This can be seen to be a watershed in terms of the relationship between economic theory and education policy. Fourteen years later it is timely to revisit the arguments for its introduction and review Australia's experience with income contingent charging for higher education. That is the purpose of this article. It is argued that compared to all possible alternatives, income contingent loan arrangements are preferable for both economic and social reasons, so long as the administrative context allows efficient collection of the debt. These points are explained in detail. The political background to HECS is examined, and the paper considers the implications of the scheme for both revenue and the access of the poor to higher education. It is demonstrated that neither the introduction of the scheme in 1989 nor the radical modifications undertaken in 1997 have had any deleterious consequences for the participation of less advantaged students.

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Paper provided by Centre for Economic Policy Research, Research School of Social Sciences, Australian National University in its series CEPR Discussion Papers with number 449.

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Length: 18 pages
Date of creation: May 2002
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Handle: RePEc:auu:dpaper:449

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Web page: http://econrsss.anu.edu.au/
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  1. Bruce Chapman, 2001. "Australian Higher Education Financing: Issues for Reform," CEPR Discussion Papers 434, Centre for Economic Policy Research, Research School of Social Sciences, Australian National University. [Downloadable!]
  2. Chapman, Bruce, 1997. "Conceptual Issues and the Australian Experience with Income Contingent Charges for Higher Education," Economic Journal, Royal Economic Society, vol. 107(442), pages 738-51, May. [Downloadable!] (restricted)
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  1. David Greenaway & Michelle Haynes, 2003. "Funding Higher Education in The UK: The Role of Fees and Loans," Economic Journal, Royal Economic Society, vol. 113(485), pages F150-F166, February. [Downloadable!] (restricted)
  2. Gillian Beer & Bruce Chapman, 2004. "HECS System Changes: Impact on Students," CEPR Discussion Papers 484, Centre for Economic Policy Research, Research School of Social Sciences, Australian National University. [Downloadable!]
  3. Bruce Chapman & Mark Rodrigues & Chris Ryan, 2008. "An Analysis of FEE-HELP in the Vocational Education and Training Sector," CEPR Discussion Papers 570, Centre for Economic Policy Research, Research School of Social Sciences, Australian National University. [Downloadable!]
  4. Rita Asplund & Oussama Ben-Abdelkarim & Ali Skalli, 2007. "An Equity Perspective on Access to, Enrolment in and Finance of Tertiary Education," Discussion Papers 1098, The Research Institute of the Finnish Economy. [Downloadable!]
  5. Bruce Chapman & Chris Ryan, 2003. "The Access Implications of Income Contingent Charges for Higher Education: Lessons from Australia," CEPR Discussion Papers 463, Centre for Economic Policy Research, Research School of Social Sciences, Australian National University. [Downloadable!]
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