AUSTRALIAN INSTITUTE OF VALUERS

AND LAND ECONOMISTS INC.

SUBMISSION

TO

REVIEW OF HIGHER EDUCATION

FINANCING AND POLICY

APRIL 1997

THE SECRETARIAT

REVIEW OF HIGHER EDUCATION

FINANCING AND POLICY

LOCATION 728, SECOND FLOOR

16 MORT STREET

CANBERRA CITY ACT 2601



AIVLE National Secretariat

6 Campion Street

DEAKIN ACT 2600

Tel (06) 2822411

Fax (06) 2852194

AUSTRALIAN INSTITUTE OF VALUERS AND LAND ECONOMISTS INC.

REVIEW OF HIGHER EDUCATION FINANCING AND POLICY

SUBMISSION APRIL 1997

The Institute would welcome the opportunity to make a representation to the Review Committee to discuss the issues raised in this submission. Mr Bryan Nye, AIVLE CEO, is available on telephone (06) 2822411.

1 Key Points

1.1 Property is a dramatic example of the rapid rate of change in the knowledge and skill base of a discipline. The level of sophistication required for all facets of property decision making requires skilled professionals with university qualifications.

1.2 Property is a major investment asset class for Australia and a major tax revenue raiser making adequate funding for property education and research essential if informed property decisions are to be made. Government funding and taxation concessions for contributions to research are required.

1.3 Continued access to property courses for females and people of diverse ethnic backgrounds is required to develop a property profession that reflects the cultural diversity of Australian society.

1.4 Degrees should not become a collection of subjects but have a vocational focus which will meet the needs of the property profession, employers, students and property academics. This point is relevant to the other professions.

1.5 Downsizing of government makes the maintenance of the practical components of courses essential as the traditional on-the-job training provided by government no longer exists. This point is particularly relevant to industries characterised by small business such as the property industry.

1.6 Course accreditation by the professions and the universities' internal quality assurance policies provide effective mechanisms to ensure accountability and quality control in higher education.

2 Introduction

2.1 The Australian Institute of Valuers and Land Economists (AIVLE) is a national association with over 7 500 members who are professionals involved in the valuation, administration and use of land and property. Specifically, members work in the areas of property valuation, plant and machinery valuation, property investment, property financing, property development, property management, property transactions, property research and analysis, property consultancy, property law and property education. Members' work covers both direct and securitised property.

2.2 The Institute was established in 1926 and has had a long involvement in education for the property industry. This involvement spans the conducting of qualifying courses in valuation, to the accrediting of courses through the TAFE system to the accrediting of property courses by universities. The first property degree was introduced by the University of South Australia in 1972. The Institute has had a direct input into the courses offered through its course accreditation procedures and through representation on Course Advisory Committees.

2.3 Property is the cornerstone of the Australian economy in terms of the creation and use of space, the relationships which exist between land, buildings and the environment and in terms of investment. Given the anticipated increase in superannuation funds in the coming years there will be a significant increase in the funds invested in real property if the super funds' current asset allocations are maintained. This heightens the need for professional property advice to ensure that funds are wisely invested to avoid the kind of calamitous results of the past such as the disastrous 1890s financial crash in Victoria mirrored a century later in the 1980s and early 1990s.

2.4 Australia has one of the highest proportions of home ownership in the world and property generates significant taxation revenue through state and local government fees and duties. Australia compared to many other countries has little government provided housing and private investors provide much of the rented accommodation. The Commonwealth capital gains tax on property investment is expected to grow substantially in the future.

2.5 In money terms, the 1996 December quarter saw the total investment in land and buildings by superannuation funds reach $15 billion in addition to $8 billion in the statutory funds of life offices; the market capitalisation of the listed property trust market was $17 billion in April, 1997; housing finance approvals for the month of January, 1997 were $4.6 billion with approvals for housing investment loans being $1.6 billion in that same month; commercial lending commitments for real property in January, 1997 were $1.9 billion.

2.6 The high level of property investment by individuals and institutional investors, makes it imperative from social and economic viewpoints that funds are protected through the highest levels of property education.

3 Submission Format

3.1 It is recognised that the themes identified by the Review Committee are not mutually exclusive or exhaustive, however, for ease of reading, the submission has been arranged around the 5 identified themes.

4 Theme 1: The Role of Higher Education in Australia's Society

and Economy

4.1 Social Issues

4.1.1 Today's enrolments in university property courses show greater numbers of female students than previously and students of diverse ethnic backgrounds. Women are now undertaking significant leadership roles in what was previously an Anglo-saxon, male-dominated industry. University education has been a major catalyst to this and needs to continue to prepare female property leaders as well as leaders from a broad range of ethnic backgrounds. The desirable flow-on effect will be a more diverse property profession that more accurately reflects the cultural diversity of Australian society.

4.1.2 The trend of increasing numbers of mature age students in higher education increases the need for the recognition of prior learning (RPL) and the need for cost-effective and widely accessible mechanisms to implement the recognition process.

4.2 Economic Issues

4.2.1 Currently, property courses are "small" courses in terms of size within the universities however in terms of the importance to the Australian economy they are critically important as outlined in paragraphs 2.3 through 2.6.

4.2.2 The level of sophistication required in all facets of property decision making requires skilled professionals with university qualifications. Property issues have become more multidisciplinary. Property professionals understand broad business and financial issues. They also analyse the interrelationships between the economy, property, construction, heritage matters, the environment, planning and legal issues as well as understanding the sociological impact of the interrelationships.

4.2.3 The increased levels of funds from compulsory superannuation over future years will require skilled professionals to undertake asset allocation and property is an important investment class in the asset allocation process.

4.2.4 Employers have recognised the need for degree entry into the property profession and it is now a prerequisite for recruitment of new staff.

4.2.5 There are also increasing numbers of professionals undertaking postgraduate programs as this additional study is valued by the property industry and is a requirement of some employers.

4.3 Student and Employer Demands for Industry and Labour Market "Relevant" Curricula

4.3.1 There is a need for vocational university courses from both the student and employer perspectives. For decades, the professions, for example, doctors, engineers, architects, accountants, lawyers and property valuers, through their associations or registration boards have undertaken course accreditation. The accreditation process as well as the Course Advisory Committees have had major inputs into university education at all levels but particularly at the undergraduate level.

4.3.2 Students who have completed these "vocational" degrees have greater success in finding employment than students who have undertaken less vocational courses. Due to cost constraints, universities seem to be moving towards degrees becoming a collection of subjects with limited vocational focus; the undergraduate degree being a generalist degree and vocational training to be offered at the postgraduate level. The impact of this trend, if it continues, will be to see professional education and training become beyond the financial reach of most Australians. The financial commitment to a first degree is significant; to have the additional expense of a postgraduate qualification would be too great a deterrent for many. The fact that postgraduate programs are full fee paying increases the deterrent effect. With many property professionals employed in small businesses, employer support in respect to postgraduate fees is often not possible. Instead of providing greater equity in the provision of education, this trend will further disadvantage the "disadvantaged".

4.3.3 Rationalisation of courses has already occurred to a certain extent, for example, accounting, finance, economics and property students undertaking common business subjects in the first year of their degrees. Rationalisation beyond this level would not fulfil student or employer or the profession's expectations of university education. If graduates are seen to not have a suitable knowledge and skill base, there is a danger that employers could recruit school leavers and provide them with limited, narrow in-house training.

4.3.4 Cost constraints have caused pressures on many courses to reduce their practical component. Students cannot be educated in property without undertaking significant practical work within their courses, for example, the teaching of valuation theory needs to be underpinned by students undertaking basic practical valuation exercises under supervision, in the same way that medical or applied chemistry theory needs to be underpinned by practical example; property management and investment requires similar real-life simulation; students must be able to identify building faults, judge the state of repair of buildings and the quality of soils or identify the signs of possible contamination.

5 Theme 2: Factors Affecting the Demand for and

Provision of Higher Education Over the Next 10 to 20

Years

5.1 Changes to industry structure

5.1.1 Major changes to the structure of the property industry have been caused by the downsizing of government at all levels as well as that of the larger financial institutions combined with the outsourcing of property functions. The traditional on-the-job training of many property graduates was undertaken in government departments and authorities and the larger financial institutions which had the capability to provide training.

5.1.2 The property industry today is characterised by many small businesses and some medium sized businesses. Small business often does not have the resources to be able to offer on-the-job training to graduates nor do the smaller professional groups/associations have the resources to offer on-the-job training schemes. The pressure to reduce the practical content of property courses, as outlined in section 4, exacerbates this situation. It is vital that funding constraints do not result in the further reduction of the practical content in property courses.

5.2 Labour Market Trends

5.2.1 Property academics can attract significantly higher salaries in the profession than in academia. There has always been a differential between academic and practitioner salaries however the trend is for this differential to continue widening. The community is relying on professionals to make a "lifestyle choice" or answer a "vocational calling" in order to have academics teaching in universities.

5.2.2 The bulk of leading property academics will be retiring within the next decade. Several of the key property academics have retired in the past twelve months and university cut-backs have meant some of their positions will not be filled. Unless leaders in the property profession can be attracted to academia, there will be a serious shortage of suitable candidates to take leadership roles in the early years of the next millennium.

5.2.3 Salaries must be more competitive to ensure Australia has good quality academics in future years. With the introduction of greatly improved distance education technologies, Australia will need quality academics to compete with overseas universities for Australian students as well as to compete for overseas students to undertake Australian courses.

6 Theme 3: Regulatory and Administrative Framework

for Higher Education

6.1 Accountability and Quality Control

6.1.1 Property is a dramatic example of the rapid rate of change in the knowledge base of a discipline. Strategic changes in the property industry, particularly the creation of property trusts, has required the inclusion and expansion of property investment, property finance, investment analysis, property portfolio and asset management, corporate real estate asset management and international property issues in property degrees further adding to the multidisciplinary approach referred to in 4.22.

6.1.2 Course accreditation and industry representation on Course Advisory Committees has ensured/enabled universities to keep pace with the changing education requirements of the property professions. The accreditation process is a collaborative venture between the AIVLE and universities ensuring high quality educational outcomes with benefits for students, employers, the tertiary institutions, the Institute and the community.

6.1.3 Joint efforts by the AIVLE and the universities produce graduates who possess professional competence, ethical behaviour, a sense of responsibility to the profession and to the community and a capacity and commitment to continuing professional and personal development throughout their lives.

6.1.4 The principal objective of course accreditation is to foster excellence in the provision of property courses which are relevant to current and future professional practice. Accreditation is undertaken in a spirit of constructive evaluation of courses against established criteria. The AIVLE aims to ensure that all students undertaking a course experience a quality programme with an appropriate curriculum delivered effectively and supported by adequate facilities.

6.1.5 Factors considered in the course accreditation process are wide ranging and include: the educational qualifications, professional experience, teaching skills, professional development and scholarly productivity of academic staff; student staff ratios and class sizes; administrative support for programs; financial resources; physical facilities and equipment; course admission policies; course retention rates; assessment standards; educational innovation, curriculum content; the universities' accreditation and quality assurance procedures and the input to courses by the Course Advisory Committees.

6.1.6 Course accreditation by the AIVLE, industry representation on Course Advisory Committees, the universities' internal accreditation and quality assurance procedures ensure the quality of higher education courses and teaching.

7 Theme 4: Financing Higher Education Teaching and Research

Training

7.1 Public Funding

7.1.1 The importance of property to the Australian community and the tax revenue generated through property is so significant that continued support by Government for property education and training is essential.

7.1.2 Over the past twenty years in Australia, property has developed as an academic discipline, however in comparison to other major OECD countries this development has been retarded. Property education remains hampered by the lack of financial support and a lack of recognition of its academic rigour by some in the higher education sector. Property education in Australia is significantly behind that in the United States of America, the United Kingdom or Canada, in terms of staffing, resources, the development of graduate programs particularly to doctorate level and research funding.

7.1.3 Despite the lack of resources, a nucleus of property academics with international standing and reputation has emerged and the quality of the property programs can be favourably compared with those offered internationally. The 1996 Course Experience Questionnaire conducted by the Graduates Careers' Council of Australia placed three of the undergraduate property programs among the leading business courses in the country.

7.1.4 Further reductions in Government funding for property courses would pose a significant threat to the future of Australia as an internationally acceptable property investment market.

7.1.5 The size of the Australian student market is limited, duplication of the infrastructure required for higher education would be inefficient leading to poorer facilities for all institutions if private providers have access to public funding.

7.2 Merit Scholarships, Vouchers and Student Loan Schemes

7.2.1 There are complex societal and implementation issues in relation to merit scholarships and voucher systems and the Institute does not have the resources to research these issues. However, it has a clear desire to achieve a situation where the best qualified and motivated candidates can be attracted to a career in property and that these candidates should be able to achieve their career aspirations regardless of social and economic background.

8 Theme 5: Funding of Higher Education Research

8.1 It appears that while universities state that they are providing adequate funding for research, the reality is that after meeting the enormous central governance expenses, there is scarcely enough remaining funds to provide a basic teaching program. Anecdotal evidence indicates that without the funds generated by having full-fee paying overseas students, the universities' teaching programs would deteriorate significantly.

8.2 The result is that research is limited to the personal interests of a small core of property academics so that much of the research has been undertaken by commercial property firms for particular client needs or sourced from overseas.

8.3 Significant tax revenue is generated from property and there should be for greater government funding allocated to property research.

8.4 In addition to the provision of government funding, there is goodwill within the property industry to support investment in research. However, appropriate schemes are required so that donations to universities for the establishment and operation of research centres attract a premium for taxation purposes as genuine research and development contributions.


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