Tuesday, 26 November 2019

Tabung Haji: Who is Bailing-Out Who?



In May 2015, Mahathir Mohamad warned Tabung Haji to cancel its land purchase from 1MDB (1Malaysia Development Berhad). He disagreed that the Malaysia’s Pilgrims’ Fund be used to bail out 1MDB – purchasing a small 1.56 acre of Tun Razak Exchange land for RM188.5 million, when an area as huge as 70 acres was purchased by 1MDB for only RM194.1 million.

Tabung Haji was set up about 55 years ago to help Muslims in the country save up for the Hajj. Over the decades, the fund board gained respect in the Islamic world for its management of the savings and Shariah-compliant investments. And enabled over 30,000 Malaysian Muslims to perform Hajj every year.

Najib, however, decided to “milk” it secretly. By December 2015, Zeti Akhtar Aziz, then Governor of Bank Negara Malaysia (Central Bank of Malaysia) sent two letters to the chairman of the fund, Abdul Azeez Abdul Rahim and copied to the Prime Minister Najib Razak, who was also the Finance Minister about the pilgrims’ fund being on the brink of collapse. A massive bail out by taxpayers may be required.

The new government of Mahathir Mohamad refrained from announcing the bankruptcy of the institution for fear of upsetting the depositors. It would do more harm than good. If 4-million Malays were gullible enough to vote for Najib’s regime, despite the exposure of 1MDB scandal, chances are they would not understand why Tabung Haji could go bust.

It was revealed in December 2018 that UMNO, with endorsement from the PAS had transformed Tabung Haji into a Ponzi “get-rich-quick” scheme. At a time where fixed deposit rates were at about 3%, the dividend returns (6.25% to 8.25%) were so attractive that a single depositor had invested more than RM190 million in the fund. A report prepared by government-appointed accounting firm PricewaterhouseCoopers (PwC) to review the financial position for 2017 unveiled more interesting stories. Tabung Haji was actually sitting on up to RM10.2 billion in losses of its domestic and international equities as of October 2018. Its liabilities outstripped assets by RM9 billion.

Tabung Haji depositors actually applauded Najib for the handsome “hibah (dividend)”, which went up to as high as 8.25%, without realising that the dividends paid was their own money used to pay themselves. They (TH) could successfully do this because out of 9.3 million depositors, only 30,000 would use their money to perform Hajj every year. On April 5, 2019, Tabung Haji announced a “hibah” of 1.25%, for the financial year 2018, the lowest in its history.  Even at 1.25%, the payout was at a staggering RM913 million to its 9.3 million depositors. The Mahathir government also announced that it will allocate RM500 million in 2020 for the Pilgrims’ Fund and RM1.73 billion every year until all of its “sukuk” (Shariah-compliant bonds) were redeemed.

How could Tabung Haji suddenly become healthy? Two words – Bail Out!! As of January 1, 2019, the Islamic Pilgrimage Fund Lembaga Tabung Haji was placed under Bank Negara (Central Bank). A Special Purpose Vehicle (SPV) was created to nurse and rehabilitate the insolvent fund. In short, taxpayers’ money to the tune of RM20 billion is used in the bail out exercise (The “loss” or impaired sum is about RM9 billion as stated earlier).

Everyone contributes, including the “pendatangs”. Is this good business? Profits to depositors, bailout by others. How can one go wrong? The better way going forward, is for the TH to commit to pay a hibah of 2% to the Government as a gesture of appreciation for the bailout. And that money over 10 years is used to settle the “deficit” of RM9-10 billion. Isn’t that better?


Reference:

1. Do Pro-UMNO Malays Realize They Will Be Bailing Out Tabung Haji To The Tune Of RM20 Billion For The Next 10 Years? www.financetwitter.com/
2. Mark Rao, Major bailouts that rattle the nation in recent times https://themalaysianreserve.com
3. This is how else the RM24b bailouts for Felda, Tabung Haji could have been used and abused, 17 Apr 2019, MalayMail

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