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Wealth tax on menu at roundtable

August 2, 2025

Saturday 02 August 2025
John Kehoe And Phillip Coorey
The Australian Financial Review


 Jim Chalmers' economic roundtable is morphing into a forum to prosecute  higher taxes on wealth and big business, after the treasurer handpicked  speakers who have backed increased taxes on superannuation, capital gains and  trusts to pay for surging government spending.
 
 On Friday, Chalmers published details of the August 19-21 roundtable agenda,  which will comprise three broad topics: resilience, productivity, and budget  sustainability and tax reform.
 
 Reserve Bank governor Michele Bullock will be the keynote speaker for the  resilience session and Productivity Commission chair Danielle Wood will open  the productivity session. Grattan Institute chief executive Aruna  Sathanapally will give a presentation at the tax session titled ''A better  tax system''.
 
 Grattan helped write Labor's 2019 election agenda on tax, including the then  opposition's proposals to curtail tax breaks for superannuation, capital  gains, negative gearing, franking credits and trusts.
 
 The think tank has recently doubled down on that agenda in research papers  and public remarks, and has also proposed cutting the age pension for  retirees who live in multimillion dollar homes.
 
 Sathanapally told a tax reform roundtable at Parliament House last week that  taxes would need to rise because government spending had increased by about 2  per cent of GDP (almost $60 billion a year) because of the ageing population  and the publics expectations of government services.
 
 ''We've got a size of government issue, and there's a tax-to-GDP issue,'' she  said. ''Meeting those expectations is more expensive because our population  has aged substantially.'' She has also advocated inheritance taxes,  increasing the GST and abolishing the GST deal for Western Australia.
 
 Wood was an advocate of higher wealth taxes in her previous role at the  Grattan Institute.
 
 The Albanese government has delayed legislating its new 30 per cent tax on  superannuation balances above $3 million to after the productivity  roundtable, enabling a broader push
 
 for higher taxes at that summit to soften hostility towards the controversial  proposal.
 
 The economic roundtable comes three years after Labor blindsided business at  the Jobs and Skills Summit by orchestrating a deal with unions for industrial  relations changes. Chalmers has put tax changes on the table for discussion,  saying he wants to take pressure off income tax paid by working age people  and make the budget more sustainable.
 
 He admitted last year that he had Treasury model potential changes to CGT and  negative gearing. Prime Minister Anthony Albanese ruled out changes before  the May election.
 
 Shadow finance minister James Paterson said voters should be wary of what was  initially pitched as a productivity summit.
 
 ''The Albanese government has no mandate for higher taxes because they didn't  earn one from the Australian people at the election. In fact, they said any  suggestion they would hike taxes after the election was a Liberal Party scare  campaign. Jim Chalmers' stacking the roundtable speaking agenda with people  in favour of higher taxes doesn't change that fact.'' The Coalition is trying  to reclaim the mantle as the party of lower taxes after going to the last  election promising to revoke Labor's income tax cuts, which Paterson has  admitted was a mistake.
 
 On Thursday, shadow treasurer Ted O'Brien, who will participate in the  summit, said that although the Coalition was open-minded on tax reform, it  would draw the line at an increased tax burden. Whereas Chalmers has given  himself leeway to increase taxes by saying he was open to ideas that were  ''broadly budget-neutral or better'', O'Brien said any reform, at most,  should be budget-neutral.
 
 O'Brien said Chalmers was looking for political cover to raise taxes to pay  for the government's spending spree, rather than address spending, which has  been growing at 6 per cent a year in real terms, or almost 9 per cent  including inflation.
 
 Treasury Secretary Jenny Wilkinson will lead a discussion at the roundtable  on the role of budget sustainability. Until June, Wilkinson was the head of  the Department of Finance, which is responsible for the spending side of the  budget.
 
 Federal spending is estimated by Treasury to hit the highest share of the  economy this year since 1986, excluding the huge stimulus during the 2020-21  pandemic lockdown recession. A blowout in the National Disability Insurance  Scheme to $52 billion is largely responsible. One corporate spokesman, who  asked not to be named so they could speak freely, decried that there was no  session dedicated solely to spending restraint, only ''efficient and  high-quality government services, spending and care''.
 
 The Productivity Commission on Friday recommended cutting the corporate tax  rate to 20 per cent for small and medium companies, but increasing the tax  burden on large businesses with revenue above $1 billion.
 
 While about 99 per cent of companies would pay less tax under the reform,  about 500 of Australia's largest ones, including banks, miners and  supermarkets would not receive a cut to the existing 30 per cent corporate  rate.
 
 Twenty-four business groups slammed a proposal to introduce a new 5 per cent  cash flow tax, to make the reform revenue-neutral.
 
 Former Treasury secretary Ken Henry, who will attend the roundtable, said the  corporate tax overhaul was well worth considering. ''We have to find ways of  lowering the cost of capital for globally mobile businesses and, at the same  time, placing more reliance on taxes on economic rents.'' ACTU secretary  Sally McManus also expressed openness to favouring smaller companies in a  revenue neutral way.
 
 At a tax reform roundtable hosted by independent MP Allegra Spender on Friday  last week, a broad range of tax experts argued that tax breaks for capital  gains from property and shares, trusts and superannuation are too generous  and should be dialled back to fund cuts to income tax to reward working-age  people and improve the federal budget.
 
 Treasury has stepped up scrutiny of family trusts, revealing last year that  about 1.7 million people received income of almost $60 billion from the  tax-friendly investment vehicles.
 
 Former Treasury official Miranda Stewart, who was temporarily seconded to  Chalmers' department last year to work up tax reform options, said that to  deter ''excessive investment'' in leveraged property, the 50 per cent capital  gains tax discount should be made less generous at 25-30 per cent and  negative gearing should be limited.

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