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Finance Minister Nicola Willis faces surplus slipping beyond 2028 as economic forecast worsens

Public Policy / news
Finance Minister Nicola Willis faces surplus slipping beyond 2028 as economic forecast worsens
National Party finance spokesperson Nicola Willis gives a speech
Nicola Willis, the National Party's finance spokesperson, gives a campaign speech in Auckland.

The Coalition Government’s first budget policy statement has confirmed the Crown accounts are on track to stay in deficit throughout the next three years. 

Finance Minister Nicola Willis unveiled the Coalition's priorities, operating allowances, and updated Treasury forecasts at Parliament on Wednesday afternoon. 

While the National Party promised to deliver a $2.9 billion surplus in Budget 2026 during the election campaign, it has found that may not be possible now in Government.

Willis has said the softening economy would make it harder to achieve that surplus as it would result in less tax revenue and trigger more income support costs.

GDP

The New Zealand economy was forecast to grow 1.5% in the Treasury's half year fiscal and economic update three months ago, but has been downgraded. 

Real gross domestic product is now expected to be just 0.1% in the coming year, closer to a downside scenario Treasury outlined as part of its December forecasts.

Tax revenue is more closely tied to nominal GDP which is also forecast to grow more slowly than previously thought.

Treasury said the cumulative level of nominal GDP would be $42.8 billion lower than forecast in December and core Crown tax revenue would be $13.9 billion lower. 

This would have a $3 billion impact on the operating balance in the 2026/27 financial year and another $4 billion impact on the 2027/2028 year. 

These would wipe out the surpluses previously forecast in those years, based on spending plans signalled in the general election.

Willis said in the budget policy statement that a plan to get back into surplus would be outlined later when more information was available. 

Operating allowances 

Despite the worsening economic picture, Willis has opted to set the Coalition’s annual operating allowances above the level promised in National’s fiscal plan for Budget 2023. 

She planned to set this year’s allowance at $3.2 billion during the campaign but signalled the allowance will be up to $3.5 billion in the actual budget. 

The operating allowance is the amount of new money available to be spent on new policies and cover cost increases in each budget.

Treasury warned in its pre-election update that Labour’s operating allowances, which were slightly larger than these, were enough to fund future cost pressures but not much more.

Surplus 

Lower revenue and similar spending means the Crown accounts are likely to stay in deficit for one year longer than promised during the election campaign. 

Treasury has been forecasting then delaying an operating surplus for four years. In December 2022, it said the Labour Government was on track for a surplus in the 2024/25 financial year.

The 2023 Budget Policy Statement, released in December 2022, showed the Crown accounts were on track for a surplus in the coming 2024/25 financial year. 

That forecast quickly evaporated and by late 2023 the surplus wasn’t expected until the 2026/27 year, and it would be tight even then. 

Now, the surplus may be pushed back another year which would mean Crown accounts would have been in deficit for a total of seven years — longer than after the global financial crisis.

Politics 

Treasury advised Willis to prioritise returning to surplus in the 2026/27 financial year “at the latest” as it would help with inflation, the current account deficit, and signal responsibility.

But in addition to the worsening economic conditions, National has also been struggling with funding for its proposed tax package. 

Official estimates for the costs and revenues measures have varied widely from what was expected during the campaign and left the Coalition looking for some extra cash. 

The Budget Policy Statement doesn’t outline specific spending but reiterated the promise of delivering fully-funded tax relief as one of the Government's priorities.

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77 Comments

"Treasury advised Willis to prioritise returning to surplus in the 2026/27 financial year “at the latest” as it would help with inflation, the current account deficit, and signal responsibility."

Yeah making the recession so much worse is a great way to reduce inflation and signal responsibility... 

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8

Treasury are dogmatic, neoliberal fanatics 

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2

I don't think they're sufficiently advanced in their thinking to be called "neoliberal".

What came before neoliberal ?

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4

Given neo means new, just plain old liberal

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3

Imperialism?

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You can't kill inflation with kindness. We gorged on cheap debt when inflation was low and now it is time to tighten the belt and get inflation down.

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7

The general voter wants their tax break. They dont care that that getting it is actually costing more in the long run because of inflation.

Humans are nuts.

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An enditement of the level of education out there for the average punter. Key takeaway: Educate yourself and those around you to better understand these concepts so they can hopefully have a more informed vote next time around. 

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Just like with America and trump?...Lol

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We are literally tipping the country into recession to fund tax cuts for landlords - that's the key takeaway.

 

 

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No - the country is heading for inevitable - and permanent - inflation. 

But as a sub-set of that, one echelon want to displace another. 

Don't confuse that with the inexorably-sinking lid. 

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If you can find a way to live in a closed system sustainable way, you will not notice... as much

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3

until you need a doctor - or for a bigger shock the dog needs a vet

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Can invest in healthcare, nurses, teachers, police etc...or we can give property speculators a free ride off those battlers.

Priorities, I guess. the PM and MPs have property portfolios to think of.

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But we are back on track..so glad!

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That's the landlords spirit!

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The morons you support pissed 100 billion dollars against the wall for nothing while you clapped like an idiot. Now the new government gives tax deductibility back to landlords that providing housing that the last government (even with above pissed away money) could not even work out how to build or provide. The tax deductions going back to landlords are but a fraction of what the last lot wasted…..and here you are complaining. But rich isn’t it?

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Oh, we also subsidise landlords' rental yields and prices, and bail them out when their houses get wet or shaken, and throw $11 Billion plus of taxpayer money at property in case prices fall during hard times.

Subsidising them while giving them tax privileging while using policy to undermine provision of adequate supply. We certainly do coddle the poor things who lost their dignity under the previous government. You'd never think it from the way they whine, though.

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Sorry pathetic comment

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Could never understand why so many voted for some really bad polices.

 

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0.1% GDP growth forecast.  Could just as likely be 0.1% contraction.

 

Who wants to bet that we import more than 0.1% population growth?

 

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130,000 net immigrants last year.  2.6% population increase.  Gdp/capita going backwards at a rate of 2.5%

I saw some commentary that over Biden's term 10 million immigrants poured into the country and the Americans are up in arms saying it is unsustainable and causing all sorts of problems.  Well that is about a 2.5% increase in the US population from immigration in over 3 and a bit years.  We did it in one year and they are still continuing to poor in unabated.  Further the USA has a far more dynamic and functional economy, that more able to cope.

Young Kiwis, you have no hope competing with this in housing and employment, so your only hope is to leave.

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The US is in the same boat. 

Irony intended.

They too, require bridging finance. 

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I don't get her saying the taxcuts are affordable without borrowing,  when it means the deficit runs for longer

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19

It's best not to try to understand Nicola. Just nod your head in agreement.

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20

Trussonomics.

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7

Nicolamaths.

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She's already lasted longer than a lettuce, but maybe that's because she hasn't had to do a budget yet

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5

She'll wither eventually career-wise, just needs another year of sun or two.

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Perhaps she could be one of the few politicians that understands that borrowing has nothing to do with financing spending and is purely an internal accounting structure between the Reserve Bank and the Treasury.

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I highly doubt that seeing as she thinks the governments finances should be run like a household budget

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I feel the most politically intelligent thing the government could have done is put the landlord tax breaks on hold. It looks like we just can't afford both the income tax breaks promised and the landlord tax breaks. The money just isn't there. I think this mistake will come back to bite National in the behind.

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Have u not seen the list of rental properties owned by nat MPs.

This lot are in it for themselves

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29

Look which industries fund National and you will see who they will look out for, Tobacco, Real Estate, Road Transport, 

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As expected, NZers fell for the old "Labour are throwing your money away" BS, and now that National are elected they can't find any significant savings to be made. They will sack a load of people (I don't have much of a problem with that if they are not productive), but that will save enough for $2 a week in tax cuts, then they will have to borrow or make frontline cuts for the rest. 

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It was never about tax cuts for me.

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Was it the increased C02 emissions, increased road deaths, bankrupt councils, NIMBY appeasement, landlord tax breaks, smoking deaths, no public transport, etc? 

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My guess is that like many it was anti-Maori, anti-woke and anti-Jacinda. But hey that's just a guess. 

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Not anti Maori, pro democracy.

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Do you believe that landlords should be able to vote in all council elections where they own properties? Or should all people only get one council vote for where they reside?

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Please explain the relevance of your question to the previous comment stream.

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You seemed very concerned about democracy being attacked. I just suggested a way in which one group of people get many times more voting power than others in this country. Thought you would be all over this. Good news is that a members bill has been drawn to curtail the practice, so here is something for you to follow. I hope whoever you voted for shares your passion for democracy. https://thespinoff.co.nz/politics/19-02-2024/a-new-members-bill-wants-t…

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Slashing costs isn't hard, however growing revenue through supply-side reform is where talent and experience is required - so we're f)(*&$.

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What proper  f)(*&$.?

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All bets are off

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Te Kooti I think it will be hard slashing costs - it always is and harder when a large part of the expenditure is transfer payments - and even harder when Winston is there to protect the income stream of the elderly

Check out this convoluted mess and figure out where to start 

https://www.nzinitiative.org.nz/reports-and-media/reports/cabinet-conge…

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News Alert, politicians lie. Every three years they promise you can have a shiny new car, while dissing the one you currently drive as a worthless clunker.

After driving the car off the lot, the wheels fall off. On complaining? We never promised wheel nuts, but we may find some by 2028. Here, have a bill for the rego. 

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Just like every time this silly purge happens, the people take knowledge and experience out the door with them.

What they knew - and knew how to find - slips from organisational consciousness, but for the few systems saved only by unlikely happenstance - rehiring a consultant who was there previously, or stumbling across the right wiki page. Newer Ministry staff have lost knowledge of how to find records of the decisions made (and the rationales for them) by their predecessors. IT systems crumble and so much time is spent relitigating or building duplicates where things already exist.

Then, pricey ambulances roll in to save these systems. Now my third time seeing this cycle up close.

Properly resourcing a team to maintain them would have cost a bit but saved so much in the long, even the medium term.

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I though you where talking about any of the main 4 banks we have there for a second........   they just pass the unsupportable system to Bangalore or Manilla etc   

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The end up hiring the old staff back as contractors on twice the money, too.

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I know of someone who works at MBIE.  It's usually the case when public sector restructures happen.  They're given the option of full time or part time contracting.  Contracting is usually 2-3x the hourly rate to "compensate" for the lack of security, and 30 hours a week minimum.  

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When you get handed a soggy banana of an economy, there's only so much of a meal that can be made with it.

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Turns out you can make a hash of a soggy banana, to suit your donors and your own investments.

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Utter rubbish

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So ... in a nutshell ... People voting for National have been conned?

Who'd 'ave thunk, ay?

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Probably not - they voted out the total incompetence of the last lot  

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But it feels like the last lot were way more competent than this 3 headed clown show? Imagine if we had another pandemic.....they would be running for the hills.. Shane would we panting a bit..all that those oysters, wine and crayfish..

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Why would you say that. They have done exactly what people asked. Woke BS being rolled back. Public service bloat in process of being slashed. There will be a lot more coming down the pipe that you won’t like too. Tax cuts coming also, I’m looking forward to mine to be quite honest. I don’t need it, but it was taken from me with much delight by the last lot of incompetents, so the fact it’s coming back is good. 

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Shane would be panting alright, but not cos of the crays, more likely movie night in the motel. 

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You might need to open your other eye to see what's coming.

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I'm to scared too..so far its been a disaster on all fronts..but at least Shane is looking after the fishing industry..(let the locals starve)

From April 1, catch limits for Northland's rock lobster fishery will reduce by 21 tonnes a year - cutting the commercial limit by 16 tonnes to 89 tonnes, and the recreational allowance by five tonnes to 22 tonnes, meaning the recreational daily limit is halved from six to three.

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There are no crays on the east coast, isn't this a good thing?

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Labour got voted in twice by having a charismatic leader, and voted out for being perceived as being out of touch. What hope then for this government to get voted back in, given their current leadership and policy decisions? 

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Easy..this clown show will make a polished furd look smart...

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Is this the most tone-deaf, incompetent and corrupt Government ever to have lasted more than 100 days?

Sad... so sad

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Nope -they were voted out of office in October last year

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Hey!!!! Casey genuinely thought asking the tobacco industry for advice was a smart move! 

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Hey here's an idea, how about cutting some red tape, health and safety bullshit...and removing a number of financial limitations like the KYC requirements that dont do anything to actually stop money laundering. 

 

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Tried nothing and they're all out of ideas. It's a disastrous start.

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This isn't the economic prosperity Kiwis voted for! Can't believe we might have to tolerate two more years of this failure of a government (if they make it that far.)

 

Next please.

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In all fairness, no government with a neoliberal growthist mindset can pull us out of this tailspin. We hitched our wagon to a now sinking China. US and Europe have zero interest in trading with us really. Sufficiency, localism and a rejection of consumerism are the only path forward!  

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So when Grant was spending like a drunken sailor Orr said it was not inflationary but now

Willis is not spending its somehow responsible so will not cause inflation    .....       wait a minute!

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What is she not spending all the money on? 

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true there will be 7500 less people to pay etc, no light rail etc, lots of cancel planned spending lots of fiscal holes where programes like free period products where not forward budgeted etc......

maybe we need to ask treasury who now say she is being responsible?

which implies grant was.......

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a lemon

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3750 more consultants, charging twice what they were previously paid for the same work.  Also another 3750 on the unemployment benefit.

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Don't forget the golden handshakes? Be a couple of years before reduced staffing produces net $$$, and then as you say, there's the hiring of the downsized workforce back as consultants. 

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