Blue-Chip

BHP’s defensive move on tax battle with Australian Government

September 29, 2016 | Team Kalkine
BHP’s defensive move on tax battle with Australian Government

 

BHP Billiton (ASX: BHP) has been in the news with its defensive move on tax reduction strategies against the Australian government (Australian Taxation Office, ATO) that is chasing companies for taxes payable on profits. Particularly, the miner intends to go in for a court action against the ATO with regard to payment of about $767 million in back taxes and penalties owing to use of a foreign tax haven (sale of Australian commodities to its Singapore marketing business). Two things to note here are
 

Complying to United Kingdom tax regulations:BHP Billiton Limited (ASX: BHP) has released its second ever audited Economic Contribution and Payments to Governments report and this complies with United Kingdom tax regulations. Under this, large businesses with a permanent establishment in the UK are supposed to publicly disclose the details of the tax strategies. Meanwhile, BHP has reported that it has paid US$3.7 billion globally in taxes, royalties and other payments which is well below the US$7.3 billion reported in 2015. The group had paid about US$2.5 billion to governments in Australia in 2016 while paid US$5.24 billion in 2015, with US$1 billion paid as taxes. The remaining amount reflects US$1.5 billion in royalties along with US$230 million in other payments. The drop in global commodity prices is said to have led to the drop in contributions to governments to some extent. BHP has been said to get higher refunds and tax offsets as compared to the taxes paid in either 2015 or 2016, benefitting from UK being the only country that has a net benefit in contributions. Additionally, the business segments for projects within each country have changed substantially from 2016 to 2015, making comparisons difficult. As per BHP’s report, there is an adjusted effective tax rate (ETR) of 35.8% globally and 30.3% in Australia. These are significantly higher than the average ETR for companies on the ASX 200. If royalties are included, this rate (presumably the ETR of 35.8%) increases to 58.6% (globally) and 56.6% in Australia. BHP has been including royalties in its available ETR for some years now.

 

BHP’s Transparency Progress (Source: Company Reports)
 
Singapore Transfer Pricing:BHP has excluded Singapore (from information on low tax jurisdictions) which is the key jurisdiction that has created problems with respect to transfer pricing. BHP sells most of its production out of Western Australia and Queensland through its Singapore marketing hub. It pays zero tax on profits made in Singapore as compared to 30% in Australia. On the other hand, the group’s ownership structure for the Singapore company is 58% owned by the Australian BHP Limited (LTD) and 42% owned by the British BHP PLC. So, it may become immaterial to note the source of the profit (whether from commodities produced out of Australia, as far as the 58% share is considered). In its report, BHP highlighted that the Singapore government has granted the group a tax incentive for its marketing activities. All-in-all, what is highlighted is that BHP through its hub in Singapore is trying to run its business much better, leading to better profits for shareholders.

As of now, ATO has declined to comment on BHP’s stance.


Disclaimer

The advice given by Kalkine Pty Ltd and provided on this website is general information only and it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your investment objectives, financial situation and needs before acting upon it. You should seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice. Not all investments are appropriate for all people. Kalkine.com.au and associated pages are published by Kalkine Pty Ltd ABN 34 154 808 312 (Australian Financial Services License Number 425376).The information on this website has been prepared from a wide variety of sources, which Kalkine Pty Ltd, to the best of its knowledge and belief, considers accurate. You should make your own enquiries about any investments and we strongly suggest you seek advice before acting upon any recommendation. Kalkine Pty Ltd has made every effort to ensure the reliability of information contained in its newsletters and websites. All information represents our views at the date of publication and may change without notice. To the extent permitted by law, Kalkine Pty Ltd excludes all liability for any loss or damage arising from the use of this website and any information published (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine Pty Ltd hereby limits its liability, to the extent permitted by law to the resupply of services. There may be a product disclosure statement or other offer document for the securities and financial products we write about in Kalkine Reports. You should obtain a copy of the product disclosure statement or offer document before making any decision about whether to acquire the security or product. The link to our Terms & Conditions has been provided please go through them and also have a read of the Financial Services Guide. On the date of publishing this report (mentioned on the website), employees and/or associates of Kalkine Pty Ltd currently hold positions in:  BHP, BKY, KCN, PDN, and RIO. These stocks can change any time and readers of the reports should not consider these stocks as advice or recommendations.