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Effective Tax Rates on Capital in New Zealand - Changes 1972-1998

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Author Info
Alowin Moes
Abstract

Effective tax rates (rather than statutory tax rates) on capital assets can give us an idea of the level of distortion imposed on investment by the tax system. This paper describes a study of effective tax rates on different types of capital assets in New Zealand using the King-Fullerton methodology. While the usual caveats of the application of King-Fullerton methodology apply, a clear story emerges from the data. The model demonstrates the severely negative impact of inflation, especially under the old tax regime and at the high rates of inflation seen in the late 1970s and 80s. By comparison, the current tax system is shown to be rather consistent across different types of capital assets and means of financing. The low inflation of the past few years has contributed to the improvement, but this study shows that the new tax regime performs better even under equalised circumstances (e.g. zero inflation) for the whole period under consideration.

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File URL: http://www.treasury.govt.nz/publications/research-policy/wp/1999/99-12/twp99-12.pdf
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Paper provided by New Zealand Treasury in its series Treasury Working Paper Series with number 99/12.

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Length: 44 pages
Date of creation: 1999
Date of revision:
Handle: RePEc:nzt:nztwps:99/12

Note: This paper has benefited immensely from preparatory work by Peter Goss. The paper was originally prepared for the New Zealand Association of Economists Conference, Rotorua, 30 June to 2 July 1999.
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Postal: New Zealand Treasury, PO Box 3724, Wellington, New Zealand
Phone: +64-4-472 2733
Fax: +64-4-473 0982
Web page: http://www.treasury.govt.nz
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  1. King, Mervyn A, 1974. "Taxation and the Cost of Capital," Review of Economic Studies, Blackwell Publishing, vol. 41(1), pages 21-35, January. [Downloadable!] (restricted)
  2. Alan J. Auerbach & James R. Hines Jr., 1988. "Investment Tax Incentives and Frequent Tax Reforms," NBER Working Papers 2492, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  3. Don Fullerton, 1984. "Which Effective Tax Rate?," NBER Working Papers 1123, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. David F. Bradford & Charles Stuart, 1986. "Issues in the Measurement and Interpretation of Effective Tax Rates," NBER Working Papers 1975, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  5. Kenneth J. McKenzie, 1994. "The Implications of Risk and Irreversibility for the Measurement of Marginal Effective Tax Rates on Capital," Canadian Journal of Economics, Canadian Economics Association, vol. 27(3), pages 604-19, August. [Downloadable!] (restricted)
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  6. Boadway, Robin & Bruce, Neil, 1992. "Problems with integrating corporate and personal income taxes in an open economy," Journal of Public Economics, Elsevier, vol. 48(1), pages 39-66, June. [Downloadable!] (restricted)
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  7. Hansson, Ingemar & Stuart, Charles, 1986. "The Fisher Hypothesis and International Capital Markets," Journal of Political Economy, University of Chicago Press, vol. 94(6), pages 1330-37, December. [Downloadable!] (restricted)
  8. Kenneth McKenzie & Jack Mintz & Kimberly Scharf, 1997. "Measuring Effective Tax Rates in the Presence of Multiple Inputs: A Production Based Approach," International Tax and Public Finance, Springer, vol. 4(3), pages 337-359, July. [Downloadable!] (restricted)
  9. Iwamoto, Yasushi, 1992. "Effective tax rates and Tobin's q," Journal of Public Economics, Elsevier, vol. 48(2), pages 225-237, July. [Downloadable!] (restricted)
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