Tax Bunching of Very High Earners: Evidence from Australia's Division 293 Retirement Contributions Tax*

Author:

Carter Andrew1,Breunig Robert1ORCID

Affiliation:

1. Crawford School of Public Policy Australian National University Canberra Australian Capital Territory Australia

Abstract

We examine the bunching behaviour of individuals in Australia in response to an extra 15 per cent tax on compulsory retirement contributions imposed on those earning more than $ A250,000. We find almost no bunching by wage and salary earners. There is extensive bunching by those with business or trust income. For this group, we estimate an elasticity of taxable income of 0.027. Females and older workers are more likely to bunch. The results suggest that the tax induces a tax planning response but little labour supply response.

Publisher

Wiley

Reference43 articles.

1. Abhayaratna T. Carter A.andJohnson S.(2021) ‘The ATO Longitudinal Information Files (ALife): Individuals – A New Dataset for Public Policy Research’ Tax and Transfer Policy Institute Working Paper 13/2021 Australian National University.

2. Frictions and taxpayer responses: evidence from bunching at personal tax thresholds

3. Elasticities of taxable income and adjustment costs: bunching evidence from New Zealand

4. Anagol S. Davids A. Lockwood B.B.andRamadorai T.(2022) ‘Diffuse Bunching with Frictions: Theory and Estimation’.

5. Aronsson T. Jenderny K.andLanot G.(2020) ‘Alternative Parametric Bunching Estimators of the ETI’.

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