Zurich Citizens News, 1975-07-31, Page 2Page 2 - Zurich Citizens News, July 31, 1975
HOW ONTARIO
IS FINANCED
With the introduction of the
mini -budget in July the net
cash requirement of the prov-
ince was increased to $1,769
billion. This is being financed
in the following way:Non-
Public Borrowing. Canada
Pension Plan 42%; Ontario
Municipal Employees Retire-
ment System (OMERS),
8%; Teachers' Superannu-
ation Fund, 13%; Public Bor-
rowing (to be determined),
37%.
The shortcomings of these
sources will soon become evi-
dent as the province is def-
inetely losing the funds
from which it has so freely
borrowed to finance its def-
icit position since 1970.
Assessing these sources
individually will illustrate
firstly that the plateau period
of the Canada Pension Plan
is approaching more rapidly
than originally anticipated
due to the indexing of bene-
fits. The plateau period is
the point at which benefits
would rise to equal contribut-
ions and then continue to
increase steadily above them.
This would rapidly deplete
the former excess amounts of
capital from which the prov-
ince could borrow. The plat-
eau period was originally
anticipated to occur around
1948. In the Federal Govern-
ment's "White Paper on
Income Security" published
in 1970 proposals were made
to increase the scope and gen-
erosity of payments from the
C.P.P. Should these prop-
osals be approved (and ap-
proval must come from
2/3 of the provinces contain-
ing 2/3 of Canada's pop-
ulation) it is estimated that
the fund's plateau period will
occur in the early years of
the 1980's.
Gross revenue of the C.P.P.
comes from three sources:
(1) Contributions of employees
employers and the self-
employed, (2) provincial int-
erest payments on the cum-
ulative amount borrowed
and, (3) repayments of prin-
cipal as the Loans mature
or; at the discretion of the
Minister of Finance subject
to early recall as the funds
are needed.
The gross revenue is then
reduced by benefit payments
and expenses of administrat-
ion. The resulting net rev-
enue is available as invest-
ment capital to the particip-
ating provinces in that year.
However, the actual cash flow
to the provinces is the net
revenue less provincial pay-
ments of interest and repay-
ments of principal. So al-
though the fund level may
continue to rise the net
provincial cash flow is decl-
ining and will become negat-
ive in the early 1980's. And
finally, the government still
has not decided what action
to take to compensate for
this eventual loss of funds.
Instead they have been borr-
owing more and more from
it every year and this year
it accounted for approximat-
ely one-half of the province's
financing needs.
The funds of both OMERS
AND THE Teacher's Super-
annuation Fund are solely
invested in Ontario debent-
ures -quite a convenience
factor in easing the province' s
borrowing requirements. The
Report of the Joint Study
Group on OMERS Invest-
ment Policies (Feb. 14/74) ers" under the OMERS Act
supports the finding that if are obliged to discharge
future contributions were to OMERS' liabilities. The
be invested in a full range probability of the province
of marketable securities under having to step in to guaran-
the . Pension Benefits Act tee OMERS pensions anyway
and its regulations rather is very remote particularly
than in the non -market- if funds were invested in a
able Ontario debentures, conventionally diversified
OMERS would receive a portfolio of Canadian secur-
- higher rate of return on the ities.
system's funds Every investment special -
possibly from a minimum ist whom the Study Group
of 3/4% per annum to a max- consulted was of the opinion
imum of 1 1/4 % per annum. that the best interests of the
Such a higher return on the employers and the members
basis of funds to be avail- of OMERS would be served
able for investment would if OMERS' funds were to be
considerably increase the invested in marketable
IDB offers help to area firms
The Industrial Development the area several times monthly where on reasonable terms
Bank is trying to make its on an informal basis, to cond- and conditions in keeping with
facilities better known and uct follow-up credit studies as the needs of the operation.
more readily available well as to respond to re -
throughout this area. quests for advice on the banl's In addition to financial ass -
An experienced represent- functions from local financ- istance, IDB is issuing a series
ative of IDB, H.A. Sheldon, ial institutions, chartered of helpful brochures on small
has recently been assigned the accountants and municipal business management which
specific responsibility of officials on behalf of their are available, on request,
handling financing proposals clients. at no charge. IDB also organ -
from the Zurich territory. He The IDB, established in izes, through its branch off -
will be operating out of the 1944 as a subsidiary of the ices and with the assistance
Stratford district office, which Bank of Canada, makes loans and co-sponsorship of dist-
administers the IDB programs to new or existing businesses rict Chambers of Commerce,
in Perth and Huron Counties. of all types for a variety of management seminars to help
In the above capacity, purposes. While there are no owners and operators of small -
Mr. Sheldon will conduct pre- limits on loan amounts, al- er businesses improve their
advertised visits to Exeter most 80 p;er cent of the banl's management skills.
(on the second Tuesday of loans are for $50,000 or less,
each month) for the purpose reflecting the bani's special Speakers on the functions
of making IDB 's financial and focus on providing assistance of 'the bank are also provided
advisory services available to - to small businesses, where the for civic, professional and
local b usinesses. proposal is sound and financ- service club meetings on re -
Mr. Sheldon will also be in ing is not available else- quest.
System's investment income. securities of the Canadian
As a result of the impact of capital market!
inflation - (pensions are Knowing the anticipated J. E Longstaff
being determined on the basis growth of OMERS, if 20% e
of earnings at or near retire- of its funds were to b e invest-
ment and the purchasing pow- ed in marketable Ontario
er of pensions is protected provincial bonds (the average SEAFORTH MEDICAL CENTRE
by"increasing the pension each for a Cdn. pension fund is 527.1240
year by an index such as the 25% in provincials), then the T4esday, T,iursday, Friday, Sat -
CPI) - OMERS requires additional sums the province urday a.m., Thursday evening
additional revenue to increase of Ontario would have to
its benefits. Therein lies the borrow in the public market CLINTON OFFICE
significance of investments would be as follows:1974 - 10 Issse Shwa 4112.7010
increasing investment income. $96,000,000; 1975 - $110, Monday and Wednesday
At this point, the prime 000,000; 1976 - $122,000,000 Call either office -for
question is: should the funds 1977 - $134,000,000; 1978 - apponntment.
of OMERS be dedicated to $150,000,000; 1979 - $170,
(1) a reduction of the impact 000,000; 1980 - $185,000,000; Norman Martin
of Ontario's borrowing on 1981 - $201,000,000; 1982 -
the public capital market; $217,000,000; 1983 - $232,000, OPTOMETRIST
(2) a reduction in the cost 000. Office Hours:
of Ontario's long term money; The consequences of Ontar- 9-12 A,M. — 1:30-0 P.M.
(3) the enhancement of Ont- io being required to borrow Closed all day Saturday
ario's credit; OR (4) the excl- such sums in the public Oben 235.2433 looter
usive interests of the empl- market rather than from
oyees and members of Omers. OMERS would be an increase
With OMERS acceptability in the supply of the prov-
assured (in early 1970's), ince 's securities in the mark- RobertWestlake
as OMERS actuaries accumul- et and, an increase in the o
ated reliable data with regard price of money to the prov-
to members', age, sex, dis- ince. Insurance
ability, retirement, mortality It is clearly a matter of „
etc., and as the System mat- time before the province Spoeialh M
ured and stabilized, the need loses this source of income. General Innwoswee"'
for support from its custodian, The Teachers' Superannua- Phone 24301 — Zurich
the Province of Ontario which tion Fund appears to be head -
was essential in year one, was ed in the same direction Guaranteed Trust
no longer essential and in since all of its investments ..
fact was less adequate now are presently held in Ontario Cert�f ieates
ten years later. (i.e. Ontario debentures with coupons
had initially issued 40 year ranging from 6% to 8.57 %.
debentures which the fund Pension Funds must out of
could not have obtained else- necessity try to obtain the'
where and guaranteed the highest rate of return possible
fund's pension benefits.). on their investments in order J. W. �A►B
However, even though to comp;ly with demands
the funds are supposedly for increased benefits ZURICH PHONE 23 ..43I
guaranteed by the province, brought on by unyielding
there is no section in the inflatin.
OMERS act that staes that the So far this non-public
province is to provide monies borrowing accounts for 63%
to pay OMERS Pensions if the of the net financing require -
system were unable to do so. ments. We are left with
In fact, Section 10 of the Act $648 million still to be found
provides that "the contribut- to balance the 1975 budget.
ions of the employees shall be The province has already gone
such an amount as is required to the market (July) to obtain
in addition to the contributions $150 million. Over half -way
of the members and interest through the year and we still
earned to provide for the pay- have another $498 million
ment of benefits and exp- to find. How do they propose
enses." In other words, the to obtain this with interest
municipalities and local rates remaining at all time
boards of Ontario as "employ- highs?
aae�t� Reay, Dols aid Co.
Chartered Accountants
268 Main St., Exeter
ARTHUR W. READ
Resident Partner
Bus. 235-0120, Res. 238-8075
Business and Professional Director
OPTOMETRISTS
OPTOMETRIST
INSURANCES
1 Yr 71/2%
2YR 8%
3-4 YR....9 I/4%
5YR 97/8%
A JCTIONEBRS
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LICENSED AUCTIONEER
Kippers, Ont.
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CALL
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Telephone Homan (S111)262-5515
Hugh Tan
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AUCTIONEERS
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S'1%4 R*BTER
GERALD L MERNER
Chartered Accountant
BUS: 20 Sanders E. — EXETER --- 235-0281
RES: 10 Green Acres — GRAND BEND -- 238-8070