[go: up one dir, main page]
IDEAS home Printed from https://ideas.repec.org/p/iae/iaewps/wp2020n04.html
   My bibliography  Save this paper

The ATO Longitudinal Information Files (ALife): A New Resource for Retirement Policy Research

Author

Listed:
  • Cain Polidano

    (Melbourne Institute: Applied Economic & Social Research,The University of Melbourne; Tax and Transfer Policy Institute, Crawford School of Public Policy, Australian National University)

  • Andrew Carter

    (Australian Taxation Office)

  • Marc Chan

    (Department of Economics, The University of Melbourne; Tax and Transfer Policy Institute, Crawford School of Public Policy, Australian National University)

  • Abraham Chigavazira

    (Melbourne Institute: Applied Economic & Social Research,The University of Melbourne)

  • Hang To

    (Australian Taxation Office)

  • Justin Holland

    (Australian Taxation Office)

  • Son Nguyen

    (Australian Taxation Office)

  • Ha Vu

    (Department of Economics, Deakin University; Tax and Transfer Policy Institute, Crawford School of Public Policy, Australian National University)

  • Roger Wilkins

    (Melbourne Institute: Applied Economic & Social Research,The University of Melbourne; Tax and Transfer Policy Institute, Crawford School of Public Policy, Australian National University)

Abstract
The Australian Taxation Office release of annual longitudinally linked individual tax and superannuation records, known as the ATO Longitudinal Information Files (ALife), opens-up opportunities for new research. In this study, we provide an overview of ALife, focusing on its use for retirement income research. To this end, we provide the first longitudinal estimates of superannuation outcomes for one-year birth cohorts. Results show marked increase in disparity of super balances in the lead-up to retirement as those in the top quartile ramp-up their contributions, possibly to take advantage of the favourable tax treatment of superannuation income in retirement years.

Suggested Citation

  • Cain Polidano & Andrew Carter & Marc Chan & Abraham Chigavazira & Hang To & Justin Holland & Son Nguyen & Ha Vu & Roger Wilkins, 2020. "The ATO Longitudinal Information Files (ALife): A New Resource for Retirement Policy Research," Melbourne Institute Working Paper Series wp2020n04, Melbourne Institute of Applied Economic and Social Research, The University of Melbourne.
    • Handle: RePEc:iae:iaewps:wp2020n04
    as

    Download full text from publisher

    File URL: https://melbourneinstitute.unimelb.edu.au/__data/assets/pdf_file/0003/3351243/wp2020n04.pdf
    Download Restriction: no
    ---><---

    Other versions of this item:

    References listed on IDEAS

    as
    1. David Bond & Anna Wright, 2018. "A Snapshot of the Australian Taxpayer," Australian Accounting Review, CPA Australia, vol. 28(4), pages 598-615, December.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Thomas Abhayaratna & Andrew Carter & Shane Johnson, 2022. "The ATO Longitudinal Information Files (ALife): Individuals—A New Dataset for Public Policy Research," Australian Economic Review, The University of Melbourne, Melbourne Institute of Applied Economic and Social Research, vol. 55(4), pages 541-557, December.
    2. Elisa Birch & Alison Preston, 2021. "Women, COVID-19 and Superannuation," Australian Journal of Labour Economics (AJLE), Bankwest Curtin Economics Centre (BCEC), Curtin Business School, vol. 24(2), pages 175-198.
    3. Chan, Marc K. & Polidano, Cain & Vu, Ha & Wilkins, Roger & Carter, Andrew & To, Hang, 2020. "How Effective are Matching Schemes in Enticing Low-income Earners to Save More for Retirement? Evidence from a National Scheme," IZA Discussion Papers 13939, Institute of Labor Economics (IZA).
    4. Chan, Marc K. & Morris, Todd & Polidano, Cain & Vu, Ha, 2022. "Income and saving responses to tax incentives for private retirement savings," Journal of Public Economics, Elsevier, vol. 206(C).
    5. Judith Liu & Yuting Zhang, 2023. "Elderly responses to private health insurance incentives: Evidence from Australia," Health Economics, John Wiley & Sons, Ltd., vol. 32(12), pages 2730-2744, December.
    6. Kucuk, Merve & Ulubasoglu, Mehmet & Vu, Ha, 2024. "Stormy Futures? The Impact of Climatic Shocks on Retirement Savings," MPRA Paper 121241, University Library of Munich, Germany.
    7. Carter Andrew Dudley, 2022. "Does the early release of retirement savings prolong labor market participation for workers approaching retirement? Evidence from Australia's “Transition to Retirement Income Streams” program," IZA Journal of Labor Policy, Sciendo & Forschungsinstitut zur Zukunft der Arbeit GmbH (IZA), vol. 12(1), pages 1-36, January.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.

      More about this item

      Keywords

      retirement income; taxation; private pension;
      All these keywords.

      JEL classification:

      • H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies
      • H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions
      • J26 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Retirement; Retirement Policies

      NEP fields

      This paper has been announced in the following NEP Reports:

      Statistics

      Access and download statistics

      Corrections

      All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:iae:iaewps:wp2020n04. See general information about how to correct material in RePEc.

      If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

      If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

      If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

      For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sheri Carnegie (email available below). General contact details of provider: https://edirc.repec.org/data/mimelau.html .

      Please note that corrections may take a couple of weeks to filter through the various RePEc services.

      IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.