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Tobin taxes and audit reform

2011-09-30 13:39:24

The blizzard from Brussels

Sep 29th 2011, 11:22 by The Economist | LONDON

THE Europeans can rouse themselves occasionally. Two initiatives emerged from

the European Commission this week, one to improve the audit profession, the

other to tax financial transactions. The first raises serious questions about

how best to protect investors; the second serious questions about policymakers

priorities.

Auditing first. A leaked proposal from the directorate-general for the European

Union s single market suggests that Michel Barnier, the commissioner in charge,

thinks the industry needs reform from top to bottom. The proposal envisages

forcing clients to change auditors every so often, so beancounters and bosses

do not get too cosy (although the evidence on whether this helps is weak). It

also wants two auditors to work together on the accounts of especially

important companies.

But by far the most radical proposal in the leaked draft would be to forbid

audit firms from providing non-audit services. In America providing most

non-audit services to audit clients is already forbidden, under the

Sarbanes-Oxley financial reform passed in the wake of the meltdown of Enron, an

energy-trading company. In some European jurisdictions, selling both audit and

(say) consulting to a client is still permissible. Mr Barnier s leaked proposal

would not simply go down the route of Sarbanes-Oxley and forbid this. It would

force the creation of pure audit firms.

This would be a huge change to the business model of the big four audit

firms: PwC, Deloitte Touche Tohmatsu, Ernst & Young and KPMG. These are

technically networks of firms, rather than single global entities. All of them

have seen robust growth in their consulting businesses in recent years, to

around a third of total revenues for most of them. In the year ending in May

2011, for example, Deloitte s consulting business grew by 14.9%, against 4.7%

for the audit business. Forcing the breakout of pure audit firms would separate

an exciting and growing business from a plodding but vital one, in Europe at

least.

Mr Barnier s proposals are still in draft form, and may change before their

formal unveiling in November. After that, the EU s Council of Ministers as well

as the European Parliament will take a crack at modifying them. But in taking

on concerns that auditors are not performing their crucial function in public

markets as well as they might, the commission deserves credit.

Kind words are far harder to find for the commission s other big idea. On

September 28th it formally proposed a financial-transactions tax (FTT),

otherwise known as a Tobin tax after James Tobin, a Nobel economics laureate

who put forward a similar scheme for currency markets in 1972 or a Robin Hood

tax by those who want to use the proceeds for aid purposes.

If adopted, the levy would be applied from January 2014: all securities

transactions involving an EU-based financial institution would be taxed at 0.1%

and all over-the-counter derivatives deals at 0.01% of the notional principal

amount. There are several exemptions, including primary equity and bond issues,

spot foreign-exchange deals and deals involving central clearing-houses. Retail

products such as mortgages will also be exempt. But the commission thinks that

the proposal would still capture around 85% of all inter-dealer transactions in

Europe, raising an estimated 55 billion ($75 billion) for EU and national

coffers.

The big flaw in the plan is that taxable transactions are likely to migrate

outside the EU. Although the commission bills its proposals as the first step

towards a global agreement, it is hard to discern sweeping international

enthusiasm for the idea. The commission s own numbers, partly based on an

unhappy Swedish experiment with an FTT from 1984-91, suggest that derivatives

traders could relocate as much as 90% of their business outside any tax zone.

That gives Britain in particular, as the home of Europe s dominant financial

centre, little incentive to adopt the plan (which requires unanimous support).

Indeed, euro-zone ministers have said they may just press ahead with their own

FTT if they cannot win EU-wide agreement which could mean extra business for

London from the likes of Frankfurt and Paris if Britain vetoes the idea.

Die-hards may not care. They argue that an FTT is a fair way of recouping some

of the costs of bailing out financial institutions during the past three years.

They also believe that it would be no great loss if the tax drives away

high-frequency traders , ultra-fast automated traders whose margins are

razor-thin. But that assumes the FTT will not simply be passed on to

end-customers, either directly by affected institutions or as reduced liquidity

leads to wider bid-ask spreads. The commission s own assessment suggests that

the FTT could reduce long-run GDP in Europe by anywhere from 0.5% to 1.8%. At a

time of economic frailty, that seems perverse.