Black Friday is Now! Don’t miss out on up to 60% OFF InvestingProCLAIM SALE

Explainer-Why is Japan reviving debate on higher tax on investment income?

Published 09/06/2024, 12:07 AM
Updated 09/06/2024, 12:11 AM
© Reuters. Office and residential buildings are seen from the observation deck of Tokyo Skytree, the world's tallest broadcasting tower, in Tokyo, Japan, August 18, 2021. REUTERS/Marko Djurica/File Photo

By Makiko Yamazaki

TOKYO (Reuters) - Japan's ruling party leadership race has revived debate on raising the country's tax on income from investments, a policy once shelved by the outgoing prime minister, as the world's No. 4 economy seeks to raise revenue to finance its massive budget.

HOW ARE CAPITAL GAINS AND INVESTMENT INCOME TAXED NOW?

The tax on income from investments - imposed on capital gains on stock and property, dividends and interest payment on savings and Japanese government bonds - is uniformly set at 20%, below progressive tax rates on salaries of up to 45% in an effort to encourage investment.

The flat-rate tax system helps lower the overall burden for high-income earners, who tend to earn more through investments. The issue is commonly called the "100-million-yen wall" problem as tax burdens relative to income drop for earners of more than 100 million yen ($698,080).

WHAT WAS OUTGOING PRIME MINISTER'S POLICY?

Raising the investment tax rate was one of the key policy pledges of Prime Minister Fumio Kishida when he took office in 2021, as he sought to rectify wealth disparities in his "new capitalism" drive.

But Kishida soon shelved the plan as he faced criticism from investors, who feared a potential shift from market-friendly economic policies under former Prime Minister Shinzo Abe and blamed Kishida for the falling stock market at the time.

Kishida's "new capitalism" agenda later shifted its focus to turning dormant household savings into investments, partly to hedge against rising inflation, making permanent a programme that offers tax breaks for households' stock investments.

Kishida is stepping down this month, ending a three-year term marred by political scandals. The ruling Liberal Democratic Party (LDP) is set to elect a new leader on Sept. 27 and by extension the country's next prime minister.

WHO IS TALKING ABOUT IT NOW?

Shigeru Ishiba, the former defence minister running in the leadership race, told a broadcaster that he would beef up the taxation on investment income if he became the next prime minister.

The comments prompted other candidates to express their own views.

Digital Minister Taro Kono, former environment minister Shinjiro Koizumi, and former economic security minister Takayuki Kobayashi expressed opposition, saying the policy would go against the government's efforts to encourage a shift from savings into investments.

Ishiba later clarified that higher tax levies should be applied only to the rich.

About half of 2,000 trillion yen ($14 trillion) in household financial assets are sitting in cash or bank deposits, which the government is trying to change through policy measures including the NISA tax-free stock investment programme for individuals.

© Reuters. Office and residential buildings are seen from the observation deck of Tokyo Skytree, the world's tallest broadcasting tower, in Tokyo, Japan, August 18, 2021. REUTERS/Marko Djurica/File Photo

Higher investment tax levies, if officially proposed, would need to be deliberated first at the ruling party's tax panel toward year-end, where such a plan is likely to meet some opposition. Komeito, the junior coalition partner of the LDP, has also expressed reservations.

($1 = 143.2500 yen)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.