Expenditure Questionnaire
Content
HS/03/
S
1
Reference Number
Source Document
For Interviewer Use
HOUSEHOLD ECONOMIC
SURVEY
EXPENDITURE QUESTIONNAIRE
Interviewer’s Name: .........................................................................................................................
Recall period: From ........../....../...... to ........../....../......
Interviewer
Edit
Initials
Date
IN CONFIDENCE
01
2
NOTES
1.1
Persons Who Joined
Include a baby born in the last 12 months to a household member.
Tick the ‘No’ box where the entire household had moved from a previous residence to this one in the last
12 months (the household did not form a new household when it moved: it simply changed its location).
1.2
Joining/Forming
A household is formed when one or more people who previously lived with other people in one or more
households become a household in their own right. For example, a newly married couple who each lived with
their parents until their marriage, and who now live together alone, formed a household.
A household is not formed when, for example, a couple marry and the wife moves into the dwelling which her
husband previously occupied. In that case, she joins her husband’s household.
This question can serve to alert you to the possibility of wedding expenses, maternity hospital fees, removal
expenses, etc, occurring later in the questionnaire.
1.3
Persons Who Left
Include household members who died or who otherwise permanently left the household in the last 12 months.
1.4
This question can serve to alert you to the possibility of wedding expenses, funeral expenses, etc, occurring
later in this questionnaire.
3
CHANGES IN HOUSEHOLD MEMBERSHIP
Office Use Only
Office Use
Diary Start-date
1.1
1.2
Did anyone living here now join (or form) the household in the last 12 months?
Yes
1
No
2
1.4
7930 00 00
Go to Question 1.3
Would you please tell me which people joined (or formed) the household, and the
month in which each of them joined (or formed) it.
Person No.
1.3
7927 00 00
Month of Joining
7931 00 00
Have any people left this household in the last 12 months?
Yes
1
No
2
7960 00 00
Go to Question 2.1
Would you please give me the relationships of those people to the Householder,
and the month in which each person left.
Relationship to
Householder
Month of Leaving
7961 00 00
4
NOTES
2.1
Type of Dwelling
Indicate type of dwelling as stated by respondent.
For dwellings attached to or part of a business or shop the main purpose of the structure must be for a
business or shop eg a flat attached to a dairy or a caretakers residence. It does not apply to a dwelling on a
farm.
‘Dwellings that may fall into categories 2 – 5 include flats, units, bedsits, townhouses, apartments and houses.’
2.2
Rooms
Enter a number in each box, from ‘0’ for none.
Exclude any rooms occupied by another household, but include any rooms shared with other households.
For a dwelling built in the open-living or split-level style, count room equivalents.
Count a kitchen, but not a kitchenette. A kitchenette is a small area or alcove in a larger room. It would rarely
be found in a house, but would often be part of a bed-sitting room.
A bed-sitting room should be specified as such under ‘Other rooms’.
A detached bedroom (including a caravan used as such) adjacent to a private dwelling should be counted as
a bedroom of the dwelling.
2.3
Year of Occupancy
If the dwelling was first occupied by this household within the last twelve months, then remember to prompt for
(a) bonds and administration costs if the property is rented, or (b) purchase details of this property and possibly
sale details for a previous property, later in the questionnaire.
2.5
Tenure
Where a farmer or other business-person has formed a limited-liability company, and the company owns the
dwelling, record tenure as ‘Rent’ or as ‘Rent-free’, depending on whether or not the person pays rent to the
company for the use of its dwelling. In Question 3.1 overleaf, tick the ‘Employer-private’ box for such cases.
Where a dwelling is jointly owned by the occupier and by a person such as an ex-spouse who is not a member
of this household, record tenure as:
(i) ‘Rent-free’ if the occupier pays neither rates, house insurance, nor mortgage repayments;
(ii) ‘Privately own it with mortgage’ if the occupier pays mortgage repayments;
(iii) ‘Privately own it without a mortgage’ if the occupier pays rates and/or house insurance, but not mortgage
repayments.
Where a dwelling is owned by a family trust, record tenure as:
(i) ‘Pay rent for this dwelling’ if the occupier pays rent to the trust;
(ii) ‘Privately own it with a mortgage’ if the occupier pays mortgage repayments;
(iii) ‘Privately own it without a mortage’ if the occupier doesn’t pay rent or mortgage repayments.
5
DWELLING CHARACTERISTICS
Office Use Only
2.1
What type of dwelling is this?
Separate house
...
...
...
...
...
1
...
...
2
One of three or more flats or houses joined together,
in 1 or 2 storey building ...
...
...
...
...
3
One of three or more flats or houses joined together,
in a 3 or more storey building
...
...
...
...
4
Flat or house, joined to or part of a business or shop
...
5
Bach crib, or other holiday home ...
...
6
One of two flats or houses joined together...
2.2
...
...
8000 00 00
How many of each of the following rooms are available in this dwelling for your
household’s use?
Number
...
...
...
...
...
1
8001 00 00
...
...
...
...
...
2
8002 00 00
Dining room or dining area...
...
...
...
...
3
8003 00 00
Kitchens
Bedrooms ...
...
Lounges or living rooms
...
...
...
...
...
...
...
4
8004 00 00
Bathrooms ...
...
...
...
...
...
...
5
8005 00 00
Separate toilets
...
...
...
...
...
...
6
8006 00 00
Laundries
...
...
...
...
...
...
7
8007 00 00
...
Other rooms (specify): ......................................................
8
8008 00 00
...........................................................................................
Total
2.3
9
Year: ................
8012 00 00
Which of you is the owner, or is responsible for renting this dwelling?
8013 00 00
Person Number(s): .......................
2.5
8009 00 00
In what month and year did your household first occupy this dwelling?
Month: .........................
2.4
...
Does your household -
Pay rent for this dwelling? ...
...
...
1
Go to Question 3.1
Live here rent-free?...
...
...
2
Go to Question 3.1
Privately own it with a mortgage? ...
...
3
Go to Question 4.1
Privately own it without a mortgage?
...
4
Go to Question 4.1
...
8014 00 00
6
NOTES
3.1
Landlord
‘Local authority’ includes a city council, district council, etc. (generally a body whose members are elected by
the public at local body elections).
The following are State-owned enterprises:
AgriQuality New Zealand
Airways Corporation
Asure New Zealand
ECNZ Residual Limited
Genesis Power
Landcorp
Meridian Energy
Met Service
Mighty River Power
NZ Post
NZ Railways Corporation
Solid Energy New Zealand
Television New Zealand
Timberlands West Coast
Transpower New Zealand
These should be included in Other Central Government Agency.
Other Central Government Agency
Any other State owned Corporation, State Owned Enterprise, Government Department or Ministry should be
included in ‘Other Central Government Agency’.
3.2
Unfurnished
This means that the landlord provided no beds, no tables, no chairs, no refrigerator, and no clothes-washing
machine.
3.4 (a)
Rent Payment
Encourage reference to receipts or rent-book.
In the case of rent covering the dwelling and either a farm or business, record the amount paid for the property,
even if paid out of the farm’s or business’ funds. At the processing stage, a proportion of the amount recorded
will be allocated to private expenditure for such cases.
3.6
Latest Premium
Record details from the latest account received.
3.7
Premium Coverage
If the premium covers something else apart from contents, then record the extra items covered (eg vehicles).
7
RENTED DWELLING (INCLUDING RENT-FREE)
Office Use Only
3.1
Which organisation or person is this dwelling rented from?
Private Person
3.2
...
...
...
...
...
...
1
Private Trust/Family Trust ...
...
...
...
...
2
Local Authority or City Council
...
...
...
...
3
Housing New Zealand
...
...
...
...
4
Other Central Government Agency
...
...
...
5
Business or Other Organisation ...
...
...
...
6
Don’t Know ...
...
...
...
...
...
...
7
Not Specified
...
...
...
...
...
...
9
...
8100
8100 00 00
Is this dwelling rented on an unfurnished basis?
3.3
Yes
1
No
2
8100
8101 00 00
If rent-free, then ask:
Is the dwelling owned by a family trust, or company formed by the occupier?
1
No
2
3.4
Yes
8100
8102 00 00
Go to Question 3.5
(a) What was the latest amount of rent paid for this dwelling?
Latest
Amount Paid
Period
Covered
Records
Consulted
Month Paid or
Payable
Yes
$
No
MP
8100
8103 00
/
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that rent payment include rent for the business premises?
3.5
1
No
2
8100
8104 00 00
Do you pay an insurance premium for the contents of this dwelling?
3.6
Yes
1
No
2
8100
8111 00 00
Go to Question 3.8
What was the amount of the latest premium for that policy?
Amount of
latest premium
$
3.7
Yes
Is that Amount An
Instalment, or is it
The Annual Amount?
Inst.
If an Instalment:
How Many Instalments
Are Paid Per Year?
Month
Paid or
Payable
Ann.
Does the policy cover anything else apart from contents?
Yes
No
Specify: .........................................................
/
Records
Consulted
Yes
No
MP
8100
6425 00
8100 00
8
NOTES
3.8
Rates
Property rates are sometimes paid by the occupants of rent-free dwellings.
Separate water rates can be paid either for excess water or for total water usage. Do not regard the watersupply component of property rates as separate water rates.
3.9
Annual Amount Paid or Payable
Record details from the latest demand received.
Record the annual amount, not the amount of an instalment. If paid by instalment, then for ‘Month Paid or
Payable’ record the month that the latest instalment was paid or is payable.
3.10
Lump Sum Payments
Include payment of deposits, land agent’s fees, etc.
3.12
Refunds
Include all such refunds received in the last 12 months, even if the original payment occurred more than
12 months ago.
RENTED DWELLING (INCLUDING RENT-FREE) – continued
9
Office Use Only
3.8
3.9
In the last 12 months, did you pay any property rates or separate water rates for
this property?
Yes
1
No
2
8100
8112 00 00
Go to Question 3.10
For each such payment, would you please tell me the –
Annual Amount
Paid or
Payable
Type of Rate
3.10
3.11
3.13
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
In the last 12 months, was any bond, administration charge, or other lump-sum
payment made in connection with the renting of this property or any other property
rented by you in the last 12 months?
Yes
1
No
2
8100
8113 00 00
Go to Question 3.12
For each such payment, would you please tell me the –
Amount
Paid
Type of Payment
3.12
Month
Paid or
Payable
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
Have you had refunds of any of those kinds of charges in the last 12 months?
8115 00 00
Yes
1
No
2 Go to Question 6.1
For each such refund, would you please tell me the –
Amount
Received
Item
Month
Received
Records
Consulted
Yes
No
MR
$
/
8100 00
(–)
$
/
8100 00
(–)
Go to Q6.1
10
4.2 (a)
NOTES
Rates
If the household has recently shifted to this property and has not yet received a rate demand there, then
record details of the latest rate demand for their previous property (if owned by them).
If rates are paid by instalment, then record the amount of the latest instalment paid or payable (less any
discount for early payment, beneficiaries, etc, plus any penalties for late payment), and determine the number
of instalments to be paid per year (these vary between councils from 1 to 12). However, the ‘per annum’
amount may be recorded instead if it is more readily available.
If rates were paid as an annual lump-sum, or if a recent rate demand is to be paid as a lump-sum amount, then
record the amount paid or payable, less any discount for lump-sum payment.
In the case of rates covering the dwelling and either a farm or business, record the amount demanded for the
property, even if paid out of the farm’s or business’ funds. At the processing stage, a proportion of the amount
recorded will be allocated to private expenditure for such cases.
In some areas regional councils issue rate demands separate from, and additional to, local council rates.
Record these in Q4.4.
4.3
4.4
Rateable value (this used to be called government valuation) is the rating valuation of your property. This is
shown on the last Rates Assessment notice from your local authority. You can include valuations from Quotable
Value.
Water Rates
Include rates paid for excess or total water usage and which are not included in the amount recorded in
Q4.2 (a).
Note that payments are to be made to a rating authority. Do not record payments for rates made to body
corporates, retirement villages, etc.
4.6
Other Outgoings
Ground rent is paid when the dwelling is owner-occupied but the land on which it stands is rented or leased.
Easement is a right-of-way over another’s ground.
Lump sum payments to body corporates, retirement villages, etc which cover rates, insurance, maintenance
payments etc can be recorded here.
4.7
Annual Amount Paid
Record the annual amount, not the amount of an instalment. If paid by instalment, then for ‘Month Paid’ record
the month that the latest instalment was paid or is payable.
11
OWNER - OCCUPIED DWELLING
Office Use Only
4.1
Was this dwelling new, or had it been previously occupied, when you acquired it?
New
...
...
1
Previously occupied
4.2
8100
8120 00 00
2
(a) What was the amount of the latest rate demand for this property?
If an Instalment:
Is that Amount An
Amount of
latest demand
Instalment, or is it
The Annual Amount?
$
Inst.
How Many Instalments
Are Paid Per Year?
Records
Consulted
Month
Paid or
Payable
Ann.
Yes
No
8100
MP
8124 00
/
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that payment include rates for the business premises/farm?
4.3
Yes
1
No
2
8100
8125 00 00
(a) What is the current rateable value of this property?
Land Value
Improvements
$
Total Value
$
Year of Valuation
8121 00 00
8122 00 00
$
Records Consulted
Yes
8123 00 00
No
8126 00 00
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that valuation include the business premises/farm?
4.4
4.5
Yes
1
No
2
8100
8127 00 00
Were any other payments made to a rating authority (such as water rates, rates to
a water board or separate regional council rates)?
Yes
1
No
2 Go to Question 4.6
8100
8128 00 00
For each such payment, would you please tell me the –
Annual Amount
Paid or
Payable
Nature of Payment
Month
Paid or
Payable
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
8100 00
4.6
4.7
Are there any other outgoings, such as ground rent, property maintenance
premiums, or easements?
Yes
1
No
2 Go to Question 4.8
8100
8133 00 00
For each such payment, would you please tell me the –
Annual Amount
Paid
Nature of Outgoing
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
12
4.9
NOTES
Amount of Latest Premium
Record details from the latest account received.
The ‘per annum’ amount may be recorded from premiums paid by instalment if it is more readily available than
the latest instalment paid or payable.
4.10
Amount of Latest Premium
Record details from the latest account received.
The ‘per annum’ amount may be recorded for premiums paid by instalment if it is more readily available than
the latest instalment paid or payable.
In the case of insurance covering the dwelling and either a farm or business, record the premium even if paid
out of the farm’s or business’ funds. At the processing stage, a proportion of the amount recorded will be
allocated to private expenditure for such cases.
OWNER - OCCUPIED DWELLING – continued
13
Office Use Only
4.8
Is there a separate insurance policy for the contents of this dwelling?
4.9
Yes
1
No
2 Go to Question 4.10
8100
8135 00 00
What was the amount of the latest premium for that policy?
Instalment, or is it
The Annual Amount?
$
4.10
If an Instalment:
Is that Amount An
Amount of
latest premium
Inst.
Month
Paid or
Payable
How Many Instalments
Are Paid Per Year?
Ann.
Records
Consulted
Yes
No
8100
MP
6425 00
/
(a) What was the amount of the latest fire or comprehensive insurance premium
for this dwelling?
Amount of
latest premium
$
Is that Amount An
Instalment, or is it
The Annual Amount?
Inst.
If an Instalment:
How Many Instalments
Are Paid Per Year?
Ann.
Month
Paid or
Payable
Records
Consulted
Yes
Tick if No
Insurance
No
MP
8100
8130 00
/
Go to
Q5.1
(b) What does that premium cover?
Buildings only ...
...
Buildings and contents
...
1
...
2
Buildings, contents, and vehicles
3
Farm Pack
4
...
...
...
8100
8131 00 00
(c) If a combined dwelling and business premises, or if a dwelling on a farm, ask:
Did that premium cover insurance on the business premises/farm buildings?
Yes
1
No
2
8100
8132 00 00
14
NOTES AND EDIT CHECK
5.1
Mortgages and Loans
Include all kinds of loans obtained for the purpose of purchasing the property, whether or not they are secured
against the property, but provided that they are still to be paid off.
Include loans against insurance policies; loans on the security of other assets; lease with option to purchase;
loans secured by deferred payment licence; unregistered loans; and bridging finance; provided that they are
still to be paid off.
Include refinanced mortgages and loans, provided that the original mortgage or loan related to the purchase
of the survey dwelling.
5.3
‘...’ means the number of mortgages and loans recorded in Q5.2.
5.4
‘...’ means the number of mortgages and loans recorded in Q5.3.
5.4 (a)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(b)
Type of Mortgage or Loan
See Interviewer Manual for details of the different types of mortgages.
For Revolving Credit mortgages it is important that the ‘Amount originally borrowed’ to buy this property or pay
it off and ‘Principal outstanding’ is obtained.
Please refer to the Interviewer Manual for additonal information about revolving credit
mortgages.
(c)
Amount Borrowed
Do not include any Family Benefit capitalisation in this amount.
(d)
EDIT CHECK
Check year mortgage/loan taken out against year of occupation at Q2.3. Query any difference.
(e)
Current Interest Rate
Record the Penalty Rate if that rate currently applies.
(f)
Term
Record the full term (including any extension to the original term), not the remaining term.
(g)
Latest Payment
Do not include any lump-sum principal repayments that may have been paid with the last regular payment.
(h)
(k)
(m–p)
(p)
If the latest payment includes more than just mortgage payments (such as insurance premiums or Building
Society share payments as well ), then record the total amount of the latest payment in (g) and the MORTGAGE
component beneath it in the (h) box, with brackets around the component.
Period Covered
If ‘one month’, then record as “4 weeks” or “calendar month”, as appropriate.
Principal Outstanding
If respondent has received a recent statement which gives the amount of principal outstanding on the mortgage
or loan, or if (s)he is able to estimate the amount reasonably accurately, then record the amount. Otherwise,
enter ‘DK’ (for don’t know): do not ask the respondent to obtain a special statement, or to go to any trouble, to
obtain the information.
Do not ask these questions if the mortgage is revolving credit.
Purpose of Extra Money
Record only the main purpose (eg purchase of car, house extension, re-carpeting, erection of garage).
nIf the money was spent in the recall year, then ensure that the expenditure is recorded in the
nappropriate section of this questionnaire.
MORTGAGES AND LOANS FOR PURCHASE OF THIS PROPERTY
No.
Office Use Only
5.1
Including privately arranged loans, how many mortgages and loans
on this property are still to be paid?
...
...
...
...
If ‘0’, go to 8100
8200 00 00
Q6.1
5.2
How many of those mortgages and loans were taken out to buy this
property or to pay it off? ...
...
...
...
...
...
If ‘0’, go to
Q6.1
5.3
And how many of those ............ mortgages and loans are being paid
off by a member of this household?
...
...
...
...
If ‘0’, go to
8211 00 00
Q6.1
MP
8210 00 00
For each of those ............ mortgages and loans, and commencing with the main
one, would you please tell me –
8212 00 00
8213 00 00
Mortgage or Loan
1
(a) Who was the lender?
(Use codes opposite)
8214 00 00
3
2
4
8215 00 00
1
0
Mortgage
(b) Type of mortgage or loan
8216 00 00
00
1
(c) What was the amount
originally borrowed?
2
(d) In what month and year was
the mortgage taken out?
3
(e) What was the interest rate
applying to latest payment?
4
2
1210 00
3
8221 00 00
4
8220 00 00
8222 00 00
$
$
$
$
8223 00 00
/
/
/
8224 00 00
/
%
%
%
%
years
years
years
years
(g) Amount of latest payment
$
$
$
8231 00 00
/
(i) Month latest payment was made
/
/
/
(j) Lump-sum principal repayments
made in the last 12 months
$
$
$
$
(k) Principal outstanding
$
$
$
$
8230 00 00
8232 00 00
8233 00 00
8234 00 00
(l) Month and year outstanding
principal calculated
/
(m) Has the amount originally
borrowed been increased at all
since the loan was first taken out?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
8235 00 00
8236 00 00
00
If (m) is ‘No’, go to Q6.1, Else ask:
1212 00
(n) How much has the original principal
been increased by since the loan
was first taken out?
$
$
$
$
8241 00 00
8240 00 00
(o) In what month and year was the
extra money obtained?
/
6
/
/
/
1
8242 00 00
8243 00 00
2
8244 00 00
3
8245 00 00
4
Records consulted
00
1211 00
$
(h) Period covered by that payment
(p) For what purpose was the
extra money obtained?
8225 00 00
8226 00 00
5
(f) Term of mortgage or loan
Mortgage
5.4
8246 00 00
Yes
Yes
Yes
Yes
No
No
No
No
00
1213 00
15
16
NOTES
6.1
Payment for Other Properties
Include payments connected with timeshare properties.
6.2
Properties Owned
Include any property (such as a holiday bach) that is owned by and used by the household, but that is
occasionally rented out by the household to others.
Also include properties not used by this household but for which rates, insurance or mortgage repayments are
paid by a member of this household on behalf of the occupants of the other properties. An example is an
ex-husband in this household who pays one or more of those items for the property occupied by his ex-wife.
Do not include properties used for mainly business or investment purposes.
6.3 (b)
Type of Property
Watch for owned buildings on leasehold sections. Use separate columns for buildings and land in such cases.
6.4
Latest Account
Record details from the latest account received. If that account has not yet been paid, then enter month of
interview for Month Paid.
6.4 (a)
Rent Paid
Include rent paid for garage, parking space, etc, that is not included in Q3.4 (a) for the respondent’s dwelling.
6.4 (b)
Rates
Number of instalments per annum can be from 1 to 12. If more than one, then encourage reference to latest
Rate-assessment Notice for actual Number.
6.4 (c)
Insurance on Building
If insurance payment was for buildings and contents combined, then bracket (c) and (d), and enter details in
(d).
6.4 (g)
Telephone
Record details from the latest Telecom, TelstraClear, and/or any other telephone service account received for
the property concerned. Include rental, toll charges, GST, and any other item on the account.
6.4 (h)
Other Payments
If property is rented or leased, or is a timeshare (see Q6.3 (c)), then prompt for any bond, administration
charge, or other lump-sum payment in connection with renting the property.
PAYMENTS FOR OTHER PROPERTIES
17
Office Use Only
6.1
Do any members of this household currently pay rent, rates, insurance, timeshare,
or mortgage repayments for any other land or buildings, including garages?
MP
8300 00 00
Yes
No
6.2
8311 00 00
Go to Question 8.1
8312 00 00
Ignoring properties that you rent out to others for more than one month a year, how
many separate properties do you pay those items for?
1002 00
Number: .................. IF NONE, GO TO QUESTION 8.1
6.3
1301 00
00
For each such property, would you please tell me the –
00
1
Property Numbers
2
4
3
2000 00
(a) Type of property
2001 00
(b) Does the property consist of
land only, buildings only, or
both land and buildings?
1
(c) Is the property rented or
leased, owned with a
mortgage or loan, or
owned outright?
6.4
Land
1 Land
1 Land
1 Land
1 2894 00
Bldgs
2 Bldgs
2 Bldgs
2 Bldgs
2
Both
3 Both
3 Both
3 Both
3
R/L
1
1 R/L
1 R/L
1
2
R/L
Rent Paid –
2 O/ML
2 O/ML
2 O/ML
2
O/O
3 O/O
3 O/O
3 O/O
3
(c) Insurance on
Building –
$
Amount
/
/
$
/
$
/
$
8332 00 00
/
/
$
/
$
/
$
1301 00
00
$
00
/
$
/
$
/
$
/
$
2894 00
/
$
/
$
/
$
/
$
8341 00 00
Period Covered
Month Paid or Payable
(f) Gas –
Amount
/
$
/
$
/
$
/
1301 00
Month Paid or Payable
Amount
/
$
/
$
/
$
/
$
2000 00
/
/
/
/
(h) Other (specify): .........................
2001 00
2894 00
$
$
$
$
Period Covered
Month Paid
00
00
Period Covered
Month Paid or Payable
Amount
8342 00 00
1002 00
$
Period Covered
(g) Telephone –
2000 00
2001 00
Period Covered
Amount
2000 00
8331 00 00
$
Period Covered
Amount
00
1002 00
Month Paid
or Payable
Amount
00
2001 00
$
No. of instalments p.a.
Month Paid or Payable
(e) Electricity –
$
1301 00
2894 00
Month Paid or Payable
(d) Insurance on
Contents –
$
Period
Covered
Month
Paid
(b) If Q6.3(c) is ‘O/ML’
or O/O ask:
Rates –
Amount
8322 00 00
1002 00
O/ML
Would you please give me the details of your household’s latest account for the
following items for each property –
(a) If Q6.3(c) is ‘R/L’,
ask:
8321 00 00
/
/
/
/
18
NOTES AND EDIT CHECK
7.1
Mortgages and Loans
Enter a number in the box, from ‘0’ for none.
Include all kinds of loans obtained for the purpose of purchasing the property, whether or not they are secured
against the property, but provided that they are still to be paid off.
Include loans against insurance policies; loans on the security of other assets; lease with option to purchase;
loans secured by deferred payment licence; unregistered loans; and bridging finance; provided that they are
still to be paid off.
Include refinanced mortgages and loans, provided that the original mortgage or loan related to the purchase
of the property concerned.
7.4 (a)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
EM –
RUR – Rural Bank
ASB Bank
FC –
TSB – Taranaki Savings Bank
Bank Direct
FO –
TB – Trust Bank
Bank of New Zealand
GD –
UB – United Bank
Citibank
HC –
WPT – WestpacTrust Banking Corp
Countrywide Banking
IC –
WPC – Westpac Banking Corp
Hong Kong Bank
MOR –
SPB – Superbank
Hong Kong & Shanghai
NZHL –
BS – Building Society
Banking Corp
PS –
PSIS – Public Service Invest. Soc.
Kiwibank
ST –
AMP – AMP Financial Services
National Australia Bank
OS –
ERGO – ERGO
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(b)
Type of Mortgage or Loan
See Interviewer Manual for details of the different types of mortgages.
For Revolving Credit mortgages it is important that the ‘Amount originally borrowed’ to buy this property or pay
it off and ‘Principal outstanding’ is obtained.
nPlease refer to the Interviewer Manual for additonal information about revolving credit
mortgages.
(c)
Amount Borrowed
Do not include any Family Benefit capitalisation in this amount.
(e)
Current Interest Rate
Record the Penalty Rate if that rate currently applies.
(f)
Term
Record the full term (including any extension to the original term), not the remaining term.
(g)
Latest Payment
Do not include any lump-sum principal repayments that may have been paid with the last regular payment.
If the latest payment includes more than just mortgage payments (such as insurance premiums or Building
Society share payments as well ), then record the total amount of the latest payment in (g) and the MORTGAGE
component beneath it in the (h) box, with brackets around the component.
(h)
Period Covered
If ‘one month’, then record as “4 weeks” or “calendar month”, as appropriate.
(k)
Principal Outstanding
If respondent has received a recent statement which gives the amount of principal outstanding on the mortgage
or loan, or if (s)he is able to estimate the amount reasonably accurately, then record the amount. Otherwise,
enter ‘DK’ (for don’t know): do not ask the respondent to obtain a special statement, or to go to any trouble, to
obtain the information.
(m–p)
(p)
Do not ask these questions if the mortgage is revolving credit.
Purpose of Extra Money
Record only the main purpose (eg purchase of car, house extension, re-carpeting, erection of garage).
nIf the money was spent in the recall year, then ensure that the expenditure is recorded in the
nappropriate section of this questionnaire.
MORTGAGES AND LOANS FOR PURCHASE OF OTHER PROPERTY
No.
Office Use Only
7.1
Including privately arranged loans, how many mortgages and loans
on those other properties are still to be paid off?
...
...
If ‘0’, go to 8100
8400 00 00
Q8.1
7.2
How many of those mortgages and loans were taken out to buy the
properties concerned or to pay them off?
...
...
...
If ‘0’, go to
Q8.1
7.3
And how many of those ............ mortgages and loans are being paid
off by a member of this household?
...
...
...
...
If ‘0’, go to
8411 00 00
Q8.1
MP
8410 00 00
For each of those ............ mortgages and loans, would you please tell me –
8412 00 00
8413 00 00
Mortgage or Loan
1
(a) Who was the lender?
(Use codes opposite)
8414 00 00
3
2
4
8415 00 00
1
0
Mortgage
(b) Type of mortgage or loan
8416 00 00
00
1
(c) What was the amount
originally borrowed?
2
(d) In what month and year was
the mortgage taken out?
3
(e) What was the interest rate
applying to latest payment?
4
2
1214 00
3
8421 00 00
4
8420 00 00
8422 00 00
$
$
$
$
8423 00 00
/
/
/
8424 00 00
/
%
%
%
%
years
years
years
years
(g) Amount of latest payment
$
$
$
8431 00 00
/
(i) Month latest payment was made
/
/
/
(j) Lump-sum principal repayments
made in the last 12 months
$
$
$
$
(k) Principal outstanding
$
$
$
$
8430 00 00
8432 00 00
8433 00 00
8434 00 00
(l) Month and year outstanding
principal calculated
/
(m) Has the amount originally
borrowed been increased at all
since the loan was first taken out?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
8435 00 00
8436 00 00
00
If (m) is ‘No’, go to Q8.1, Else ask:
1216 00
(n) How much has the original principal
been increased by since the loan
was first taken out?
$
$
$
$
8441 00 00
8440 00 00
(o) In what month and year was the
extra money obtained?
/
6
/
/
/
1
8442 00 00
8443 00 00
2
8444 00 00
3
8445 00 00
4
Records consulted
00
1215 00
$
(h) Period covered by that payment
(p) For what purpose was the
extra money obtained?
8425 00 00
8426 00 00
5
(f) Term of mortgage or loan
Mortgage
7.4
8446 00 00
Yes
Yes
Yes
Yes
No
No
No
No
00
1217 00
19
20
NOTES
8.1
New Dwellings
Do not include payments made in connection with the construction of dwellings used (or intended to be used)
mainly for business or investment purposes, or of dwellings rented out (or intended to be rented out) to others
for more than one month a year.
8.3
Month First Occupied
Record year as well (eg AUG/91)
8.4
‘You Yourselves’ Payments
Record only those payments made by the respondent directly to a second party such as a local authority,
builder, or contractor, and payments made by the respondent to an agent (eg lawyer) for on-payment to a local
authority, builder, contractor, etc.
8.4 (a)
Site Preparation Costs
Include work such as excavating, rock and scrub removal, tree felling, access roading, installation of utilities,
and construction of retaining walls (unless such work done on a contract basis, in which case include them in
(g) or (h) below).
Do not include expenditure on paths, fencing, landscaping, etc. (unless part of a contract price, in which case
include them in (g) or (h) below).
8.4 (g)
Contract Payments to Builder
Record all contract payments made to a builder for contracts let prior to occupancy date. Any contracts let to
the builder AFTER occupancy date are to be recorded in the Home Maintenance, Renovations, Improvements
and Alterations section later in this questionnaire.
Do not identify or itemise the components of a contract payment.
8.4 (h)
Contract Payments to Other Tradespeople
Any contracts let to tradespeople AFTER occupancy date are to be recorded in the Home Maintenance,
Renovations, Improvements and Alterations section later in this questionnaire.
Do not identify or itemise the components of a contract payment.
8.4 (i)
Materials
Do not include internal fittings, furnishings, appliances, wallpaper, or other materials bought to fit out or decorate
the dwelling.
Materials purchased after occupancy date are to be recorded on Page 31.
8.4 (j)
Other Costs of Construction
Record only those costs (if any) which related to the basic construction of the dwelling, rather than to the fitting
out and decorating of the dwelling.
Construction costs paid after occupancy date are to be recorded on Page 27.
21
CONSTRUCTION OF NEW DWELLINGS
Office Use Only
8.1
8.2
In the last 12 months, did any member of this household make a payment in
connection with the construction of a new dwelling?
Yes
1
No
2
Go to Question 9.1
8490 00 00
Has the dwelling concerned been occupied yet?
Yes
No
8.3
Go to Question 8.4
In which month was it first occupied?
.................... /.........
(Month)
8.4
In the last 12 months, how much did you yourselves pay for the following items –
Amount Paid
in the
Last 12 Months
Month
Payment
Made
Records
Consulted
Yes
No
MP
(a) Site preparation prior to
construction commencing
$
/
1108 00
(b) Surveying fees
$
/
1108 00
(c) Architectural or draughting fees
$
/
1108 00
(d) Building Permit fees
$
/
1300 00
(e) Resource Consents fee
$
/
1303 00
(f) Building Performance Guarantee fee $
/
1108 00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
..............................................................
$
/
..............................................................
$
/
..............................................................
$
/
..............................................................
$
/
(g) Contract payments to builders
and their sub-contractors, in
respect of contracts let prior to
occupancy date
(h) Contract payments to tradespeople
other than the builder and
sub-contractors for contracts
let prior to occupancy date
(i) Materials used in the basic
construction of the dwelling and
which you yourselves bought prior
to occupancy date
(j) Other costs of construction (specify)
22
NOTES AND EDIT CHECK
9.1
Existing House
Include a new ‘spec’ house.
EDIT CHECK
If the property at which the interview took place is owned by this household, and if this household first
occupied the dwelling in 1999, 2000 or 2001 (see Page 5, Q2.3), then ensure that the purchase is
included if settlement date was within the last 12 months.
9.2
Properties Bought
Do not include properties for which purchase negotiations are currently being conducted.
Include – freeholding of leasehold land;
– the property at which the interview is taking place if it was bought in the last 12 months.
9.4 (a)
Purchase for Business or Investment Purposes
As well as for properties purchased for these purposes, tick the ‘Yes’ box for a purchased property which has
been rented out to others for more than one month since settlement date.
9.4 (b)
Persons Who Bought Property
Enter Person Numbers.
9.4 (g)
Purchase-contract Price
This is the price agreed between the buyer and the seller.
9.4 (h)
Own-cash Contribution
This is the amount of the total price that was paid with the purchaser’s own money, the balance being financed
by mortgages or other loans.
9.4 (j)
Legal Fees and Costs
If legal fees and costs for a purchase and a sale were paid together and are not separable, then record the
combined amount here, and state that it covers both a purchase and a sale.
9.4 (k)
Mortgage Repayment Insurance
Include only lump-sum M.R.I. payments. Do not include any annual premiums.
9.4 (l)
Loan Application Fees
Include any loan application fee here.
23
PURCHASE OF LAND AND BUILDINGS
Office Use Only
9.1
In the last 12 months, did any member of this household buy an existing house, a
section, land or any other buildings?
MP
Yes
No
8500 00 00
Go to Question 10.1
8510 00 00
8511 00 00
9.2
How many separate properties were bought?
8512 00 00
................ IF NONE, GO TO QUESTION 10.1
8513 00
9.3
And for how many of those properties did settlement date occur in the last
12 months?
8514 00
1121 00
................ IF NONE, GO TO QUESTION 10.1
9.4
1122 00
For each of those properties, would you please tell me –
2
1
(a) Was the property bought mainly for
business or investment purposes?
1123 00
3
Yes
Yes
Yes
00
No
No
No
00
If (a) is ‘Yes’, go to next property or next page. Otherwise ask (b) – (l)
8520 00 00
(b) Which persons bought it?
8521 00 00
(c) Month of Settlement
(d) Did the property consist of land only,
buildings only, or both land and
buildings?
1 Land
1
Bldgs
2 Bldgs
2 Bldgs
2 8523 00
Both
3
Both
3 Both
3 8524 00
1
Yes
1
Yes
1
Yes
1 1121 00
Did the buildings include a private dwelling?
No
2
No
2
No
2 1122 00
(e) If (d) is ‘Bldgs’ or ‘Both’ ask:
(f)
8522 00 00
1 Land
If (e) is ‘Yes’, ask:
0 Land
2 New
(i) Was the dwelling new, or had it been lived in
before, at the time of purchase?
(ii) In which month did the household move
into the dwelling?
(g) Purchase-contract price
(including chattels)
Lived
in
1
New
Lived
2
in
New
Lived
2
in
1
1 1123 00
2
00
00
3
$
$
$
8530 00 00
8531 00 00
(h) Actual own-cash contribution
paid
8532 00 00
4
$
$
$
(i) Valuation fee
$
$
$
(j) Legal fees and costs
$
$
$
8533 00
8534 00
1121 00
1122 00
(k) Mortgage Repayment Insurance
premium (lump-sum)
1123 00
$
$
$
00
(l) Other costs or charges (specify):
................................................................
$
$
$
................................................................
$
$
$
................................................................
$
$
$
................................................................
$
$
$
Yes
Yes
Yes
No
No
No
Records consulted
00
24
NOTES
10.2
Properties Sold
Do not include properties for which sale negotiations are currently being conducted.
10.4 (a)
Owned For Business or Investment Purposes
As well as for properties owned for these purposes, tick the ‘Yes’ box for a sold property which had been
rented out to others for more than one month of the recall year.
(b)
Persons Who Sold Property
Enter Person Numbers.
25
SALE OF LAND AND BUILDINGS
Office Use Only
10.1
In the last 12 months, did any member of this household sell a house, section,
land or any other building?
MP
8549 00 00
Yes
Go to Question 11.1
No
8550 00 00
8551 00 00
10.2
How many separate properties were sold?
8552 00 00
................ IF NONE, GO TO QUESTION 11.1
1119 00
10.3
And for how many of those properties did settlement date occur in the last
12 months?
8553 00
1131 00
................ IF NONE, GO TO QUESTION 11.1
10.4
1132 00
For each of those properties, would you please tell me –
1133 00
2
1
(a) Was the property owned mainly for
business or investment purposes?
3
Yes
Yes
Yes
No
No
No
00
00
If (a) is ‘Yes’, go to next property or next page. Otherwise ask (b) – (m).
00
(b) Which persons sold it?
8560 00 00
(c) Month of Settlement
(d) Did the property consist of land only,
buildings only, or both land and
buildings?
1 Land
1
Bldgs
2 Bldgs
2 Bldgs
2
Both
3
Both
3 Both
3 1119 00
1
Yes
1
Yes
1
Yes
1 8563 00
Did the buildings include a private dwelling?
No
2
No
2
No
2 1131 00
2 Yes
1
Yes
1 Yes
1 1132 00
No
2
No
2
2 1133 00
(e) If (d) is ‘Bldgs’ or ‘Both’ ask:
(f)
8561 00 00
1 Land
Was the property owned with a
mortgage at the time of sale?
0 Land
No
00
(g) If (f) is ‘Yes’, ask:
How much was still outstanding on your
mortgage at the time of the sale?
(h) Sale contract price (including
chattels)
8562 00 00
00
$
$
$
00
3
$
$
$
(i) Land agent’s fee
$
$
$
(j) Valuation fee
$
$
$
8570 00 00
8571 00 00
8572 00 00
1119 00
8573 00
(k) Legal fees and costs
$
$
1131 00
$
1132 00
(l) Other costs or charges (specify):
................................................................
$
$
$
1133 00
................................................................
$
$
$
00
................................................................
$
$
$
00
................................................................
$
$
$
00
Full
amount
Resp.
share
Full
amount
Resp.
share
Full
amount
Resp.
share
Yes
Yes
Yes
No
No
No
(m) If the sale is due to matrimonial
property settlement, ask:
Are the amounts you told me the full
amounts for the sale, or are they just
your share of the full amounts?
Records consulted
26
NOTES AND EDIT CHECK
11.1
Home Maintenance Payments
Please note that this question covers both labour-only payments, and labour-plus-material payments. For
labour-plus-material payments, record the total amount paid (not labour and materials separately).
Do not include expenditure on properties used mainly for business or investment purposes, or expenditure on
properties that are owned by household members and that are rented out by them to others for more than one
month a year.
Include expenditure by household members on private properties not owned or rented by them (such as
expenditure by a household member on his or her parent’s property), unless the expenditure was reimbursed
by the other household.
Exclude expenditure on contract payments on the construction of new dwellings for contracts that had been
let prior to occupancy date (Page 21 covers such payments). Include any other expenditure involving labour
costs on that property in the recall year, but which were not for site preparation or dwelling construction,
whether paid before or after the date of occupancy (Page 21 does not cover such payments).
11.2 (b)
Total Cost
In the case of jobs carried out on a contract basis, record only payments made in the last 12 months.
Do not record the full contract price unless the full contract price had been paid in the last 12 months.
(c)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, or revolving-credit account.
(e)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(f)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS
Office Use Only
11.1
In the last 12 months, did any member of this household pay a single amount of
$200 or more to a person or firm to do any of these things to this property?
Yes
•
•
•
•
•
•
11.2
To carry out repairs, upkeep or redecorating
...
...
1
To carry out renovations or improvements
...
...
2
To carry out structural additions or alterations ...
...
3
To build a garage or other building
...
4
...
To do any of those things for any other private property
5
To complete a new house or its grounds
6
...
...
No
8590 00 00
If all answers to Q11.1 are ‘No’, then go to Q11.3 overleaf. Otherwise ask:
For each such payment, would you please tell me the –
A
B
(a) Type of job
MP
C
00
D
00
A
(b) Total cost
$
(c) Did you pay any of
that on time-payment
with interest?
If (c) is ‘No’, ask:
B
$
$
00
Yes
Yes
Yes
No
No
No
No
/
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(g) Month deposit paid
/
00
$
Yes
(d) Month paid
(e) Was any of the
money obtained
from a loan?
(f) IF YES: Was the
loan taken out in the
last 12 months?
If (c) is ‘Yes’, ask:
D
C
/
/
/
(h) Cash deposit
$
$
$
$
(i) Each instalment
$
$
$
$
MP
(j) Frequency of
instalments
1537
00
1537
00
(k) Number of instalments required
1537
00
1537
00
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 jobs, then continue overleaf.
Otherwise, go to Question 11.3 overleaf.
27
28
NOTES AND EDIT CHECK
11.2 (b)
Total Cost
In the case of jobs carried out on a contract basis, record only payments made in the last 12 months.
Do not record the full contract price unless the full contract price has been paid in the last 12 months.
(c)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, or revolving-credit account.
(e)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(f)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
11.2
— continued from previous page
E
F
(a) Type of job
MP
G
00
H
00
E
(b) Total cost
$
(c) Did you pay any of
that on time-payment
with interest?
If (c) is ‘No’, ask:
$
H
G
$
00
Yes
Yes
Yes
No
No
No
No
/
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(g) Month deposit paid
/
00
$
Yes
(d) Month paid
(e) Was any of the
money obtained
from a loan?
(f) IF YES: Was the
loan taken out in the
last 12 months?
If (c) is ‘Yes’, ask:
/
/
/
(h) Cash deposit
$
$
$
$
(i) Each instalment
$
$
$
$
MP
(j) Frequency of
instalments
1537
00
1537
00
(k) Number of instalments required
1537
00
1537
00
Records consulted
11.3
F
Yes
Yes
Yes
Yes
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card E (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q11.2 above.
29
30
NOTES AND EDIT CHECK
11.4
Purchase of Materials
Include materials used in the construction of a new dwelling and which had been purchased after the date of
occupancy (Page 21 covers such payments up to that date). Also include any materials bought in the recall
year for that property, but which were not for site preparation or dwelling construction (eg fencing, concrete for
paths), whether paid before or after the date of occupancy (Page 21 does not cover such payments).
Include purchases by household members for private properties not owned or rented by them (such as purchases
for use at the property of the parents of a household member), unless the expenditure was reimbursed by the
other household.
11.5 (a)
Item Bought
Ensure that the description of each item is sufficiently specific for it to be coded accurately (eg reinforcing
steel, fencing timber, concrete blocks, aluminium joinery).
Separate the cost of combined purchases of materials into single items, using the respondent’s best estimate
if necessary. Record only those items which cost $200 or more. For example, if paint and wallpaper were
bought at one time for a total cost of $290, and the respondent thought that the wallpaper component would
have been over $200, then record ‘Wallpaper’ and an estimate of how much the wallpaper came to. The paint
component would be ignored, because it would not have cost $200 or more.
(b)
Store-type
Record the type of store from which the goods were purchased (eg hardware store, paint shop, timber yard,
plumbing supplies, concrete supplier).
(d)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(f)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(g)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
11.4
In the last 12 months, did any member of this household buy at one time more
than $200 worth of a single item for home maintenance, renovations,
improvements, redecoration or alterations?
For example, did you buy at one time more than $200 worth of wallpaper, or more
than $200 worth of paint, or more than $200 worth of concrete, and so on?
Yes
No
11.5
Go to Question 11.6 overleaf
For each payment, would you please tell me –
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
ST MP
A
B
C
D
A
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
B
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
D
C
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
MP
(k) Frequency of
instalments
(l) Number of instalments required
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 purchases, then record 5th-12th on
pages 32 and 33
Otherwise, go to Question 11.6 on page 33.
1492
00
1492
00
1492
00
1492
00
31
32
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS,
NOTES
AND ALTERATIONS – continued
11.5
– continued
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
E
F
G
H
E
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
F
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
H
G
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
(k) Frequency of
instalments
(l) Number of instalments required
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than eight purchases, record 9th-12th purchases on facing page.
REFER TO PAGE 30 FOR NOTES ON THESE QUESTIONS.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
CONTINUATION PAGE FOR QUESTION 11.5.
USE THIS PAGE TO RECORD THE 9TH - 12TH PURCHASES.
11.5
– continued
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
ST MP
I
J
K
L
I
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
J
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
L
K
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
MP
1492
00
(k) Frequency of
instalments
1492
00
1492
00
(l) Number of instalments required
1492
00
Records consulted
Yes
Yes
Yes
Yes
1492
00
No
No
No
No
1492
00
1492
00
1492
00
GO TO QUESTION 11.6
11.6
Is there anything on this card that you may have forgotten?
Show Card F (after finishing the question)
Record details on previous page or,
if no room there, in Q11.5 above
Yes
No
11.7
In the last 12 months, did any member of this household pay a single amount of
$200 or more for the hire of home-maintenance plant or equipment?
Yes
No
11.8
Go to Question 12.1
For each such payment, would you please tell me the –
Amount
Paid
Item Hired
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
1490
$
/
8100 00
1490
$
/
8100 00
1490
33
34
NOTES AND EDIT CHECK
12.1
Do not include:
(a) items bought for properties used mainly for business or investment purposes;
(b) items bought for properties that are owned by household members and which are rented out by them to
others for more than one month a year;
(c) items bought by a household member while overseas;
(d) items purchased overseas by other persons on behalf of a household member.
Do include items purchased overseas by a person not belonging to this household and which were bought off
that person by a member of this household. Also include items purchased from overseas by mail-order.
Single Item
Include the purchase at one time of two or more articles of one kind of item (such as 2 mattresses, or 4 dining
chairs), provided that the combined cost of the articles was $200 or more. Any (or even all) of the individual
articles can have cost less than $200.
12.2 (b)
Store-type
Record store-type from which the item was purchased (eg furniture store, drapery, electrical appliance store).
For items purchased overseas by mail-order, record “Overseas M/O”.
(d)
Cash Price
This is the full price payable before any trade-in allowance is deducted, so must be more than any net price
recorded in (e).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(k)
Cash Deposit
Do not include the trade-in amount in the deposit.
(l)
Instalments
Watch for instalments that are greater than the contractual requirement. Where possible, obtain required
instalments rather than actual payments.
35
HOUSEHOLD OPERATION
Office Use Only
12.1
In the last 12 months, did any member of this household buy –
Yes
•
•
•
•
12.2
No
any single item of furniture costing $200 or more?
any single item of furnishing costing $200 or more?
any single home appliance costing $200 or more?
any single item of home-maintenance equipment costing
$200 or more?
If all answers to Q12.1 are ‘No’, then go to Q12.3. Otherwise ask:
For each such payment, would you please tell me the –
(a) Item Bought
(b) What Type of Store Was It Bought From?
ST MP
A
B
C
D
(c) Was the item bought
new, or was it
second-hand?
(d) Cash price
A
B
D
C
New
New
New
New
Used
Used
Used
Used
$
$
$
$
MP
(e) Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
Net price
$
$
$
$
(f) Did you pay any of that
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
00
(–)
00
(–)
00
(–)
00
(–)
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
MP
00
(j) Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l) Each instalment
$
$
$
$
00
00
00
(m)Frequency of
instalments
(n) Number of instalments required
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
MP
6442
00
6442
00
6442
00
6442
00
$
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 purchases, then continue overleaf.
Otherwise, go to Question 12.3 overleaf.
HOUSEHOLD OPERATION
NOTES
– continued
36
– continued
12.2
(a) Item Bought
(b) What Type of Store Was It Bought From?
E
F
G
H
(c) Was the item bought
new, or was it
second-hand?
E
F
H
G
New
New
New
New
Used
Used
Used
Used
$
$
$
$
Amount received
$
$
$
$
Net price
$
$
$
$
(d) Cash price
(e) Did you trade-in
anything?
Item traded-in
(f) Did you pay any of that
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(j) Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l) Each instalment
$
$
$
$
(m)Frequency of
instalments
(n) Number of instalments required
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
If more than 8 purchases, then record the remainder on the facing page.
HOUSEHOLD OPERATION – continued
37
Office Use Only
CONTINUATION PAGE FOR QUESTION 12.2.
USE THIS PAGE TO RECORD THE 9TH - 12TH PURCHASES.
12.2
– continued
(a) Item Bought
(b) What Type of Store Was It Bought From?
ST MP
I
J
K
L
I
(c) Was the item bought
new, or was it
second-hand?
J
L
K
New
New
New
New
Used
Used
Used
Used
$
$
$
$
Amount received
$
$
$
$
Net price
$
$
$
$
(d) Cash price
(e) Did you trade-in
anything?
Item traded-in
(f) Did you pay any of that
on time-payment with
interest?
MP
00
(–)
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
00
(–)
00
(–)
00
(–)
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
00
(–)
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
MP
(j) Month deposit paid
/
/
/
/
00
(k) Cash deposit
$
$
$
$
00
(l) Each instalment
$
$
$
$
00
(m)Frequency of
instalments
00
(n) Number of instalments required
00
00
00
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
00
$
MP
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
GO TO QUESTION 12.3
REFER TO PAGE 34 FOR NOTES ON THESE QUESTIONS.
12.3
Is there anything on this card that you may have forgotten?
Show Card G (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q12.2 above
38
12.6
NOTES
Items Sold
Do not include items traded-in.
HOUSEHOLD OPERATION – continued
39
Office Use Only
12.4
In the last 12 months, did any member of this household pay a single amount of
$200 or more for the repair of home equipment, appliances, or furniture?
Yes
No
12.5
Go to Question 12.6
For each such payment, would you please tell me the –
Month
Paid
Amount
Paid
Item Repaired
Records
Consulted
Yes
12.6
No
MP
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
00
In the last 12 months, did any member of this household sell for $100 or more
any of these items?
Show Card G (after finishing the question)
Yes
No
12.7
Go to Question 12.8
For each item sold, would you please tell me the –
Amount
Received
Item Sold
Month
Sold
MS
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
40
12.8
NOTES
Household Equipment
Count only those items which are exclusively or almost exclusively available to the respondent household,
and which are in working order. Do not count items which are merely being stored in the dwelling, and which
are unlikely to be used there in the future.
Each box must contain a number (or’–’ for none, if preferred).
Items Borrowed or on Loan
Include items which are being borrowed by, or are on loan to, the household. In the case of borrowed/loaned
television sets and video recorders, record them as owned (rather than as hired or rented).
Clothes Washer/Dryer
Count a combination washer/dryer as separate items.
Home Computer
To be counted, a home computer must have a keyboard and be mains-operated. Count such a computer even
if used only to play games, but do not count a computer that can be used only to play games.
Open Fire, Slow-combustion Fire, Central Heating
Record the number of such appliances, including any with a wet-back attached.
Central Heating
Include under-floor heating.
Water Heaters
Include hot water cylinders and zips.
HOUSEHOLD OPERATION – continued
41
Office Use Only
12.8
How many of each of the following items are there in this dwelling? Only count
those items which are in working order, don’t count those which are unlikely to be
used again.
Number
...
8600
00 00
Spa pool and heated swimming pools
...
8601
00 00
Electric range or wall ovens
...
8602
00 00
00 00
Waterbeds ...
...
...
...
...
Gas, coal or oil-fired ranges
...
...
8603
Microwave ovens ...
...
...
...
8604
00 00
Telephones
...
...
...
...
8605
00 00
Washing machines...
...
...
...
8606
00 00
Clothes dryers
...
...
...
8607
00 00
Combination refrigerator/freezers ...
...
8608
00 00
Separate refrigerators
...
...
8609
00 00
Separate deep-freeze units
...
...
8610
00 00
Dish-washing machines
...
...
...
8611
00 00
Colour TVs, owned ...
...
...
...
8612
00 00
Cell phones ...
...
...
...
8613
00 00
Subscriber TV decoders, eg Sky, Saturn ...
8614
00 00
Video recorders, owned
...
...
...
...
...
...
8615
00 00
Home computers (see Note)
...
...
8616
00 00
Portable electric heaters ...
...
...
8617
00 00
Electric night-storage heaters (fixed in place)
8618
00 00
Heatpumps/Air conditioners/Climatisers ...
8628
00 00
Other electric heaters fixed in place
...
Portable gas heaters
8619
00 00
...
...
...
8620
00 00
Gas heaters fixed in place ...
...
...
8621
00 00
Portable kerosene heaters...
...
...
8622
00 00
Wet-back fires of any kind ...
...
...
8623
00 00
Open fires ...
...
...
...
8624
00 00
...
...
...
8625
00 00
Central heating of any kind...
...
...
8626
00 00
Water heaters
...
...
8629
00 00
...
Slow combustion fires
...
...
42
12.9
NOTES
Package deals for telephone, cellphone, Internet and subscriber television.
Record information in Q12.9 ONLY if the household is receiving a package deal for two or more services from
the same service provider, eg telephone and television charges are on the same bill.
Package deals may consist of a combination of subscriber television, telephone, cellphone or Internet services.
If the household receives a single service, record the information in Q12.10-12.12.
Package price is a single amount shown on the bill for a package deal. You only need to complete this if there
is no breakdown of services on the bill. It includes 2 or more services eg ‘Dual Service’ (telephone line rental
and basic TV channels) from TelstraClear. List all the services this package includes.
Cost of subscriber channels
Record the total for all subscriber channels. If ‘package price’ has been completed, it will include the cost of
basic channels, so give the total of all additional channels.
Subscriber television
Pay-per-view may also be called, in the case of Saturn, Saturn Home Cinema.
Telephone
Telephone rental includes line rentals, wiring maintenance and rental telephone charges. Wiring maintenance
can be recorded separately if this is how it is shown on the bill. Otherwise, it can be included in the rental
amount. If the household has 2 lines and these are itemised separately on the account, then record them
separately. If the account combines the amount for each line into one amount, then indicate that there are two
lines but record the combined amount in the box for ‘Rental line 1’. Note that line rental may not be part of the
package. In this case, record the line rental at Q12.10 (eg Internet & toll calls may be with TelstraClear, line
rental with Telecom).
Call features include any additional features such as call waiting, voice messaging, call divert etc. Do not
record call features if there is no charge.
0900 charges to be included in toll/call charges except for donations. If the donation is over $200 include it in
Q23.4.
Exclude all telephone and cellphone expenses paid by a business, but include privately paid portions of rental
and toll charges relating to a cellphone used for business.
Internet services
High/Normal speed refers to high speed Internet access vs the normal speed Internet access. Jetstream for
example, is a high speed service, while xtra is normal speed. Delete as appropriate.
Internet access can be measured in megabytes or hours. Delete mb/hrs as appropriate.
An access plan can be: – unlimited access for a set amount
– a set number of hours/megabyte access (eg 100 hrs) for a set amount, and an
hourly/megabyte rate for any use above the set amount
– or a per hour/megabyte rate.
For the ‘set number of hours access’, record only the hours included in the plan; do not record any extra hours
used. For unlimited access or per hour rate, simply record ‘unlimited’ or ‘per hour’ for the access plan.
Cellphone
Pricing plan may be a flat rate fee or a flat rate fee combined with toll/call charges and/or call features. If the
cellphone is a pre-pay cellphone, do not record any details here, this information is collected in the Expenditure
Diary.
Call features include any additional features such as voice messaging, call divert etc.
Connection/modification fee may be a fee for initial connection onto a cellphone network or a fee for changing
between services. For example, switching a Telecom analogue phone to a Telecom, Freedom or Gold Mobile
pre-paid deal, or switching a Vodafone network phone to one of their pre-paid deals. Do not record purchase
of a cellphone here.
Other
Include any service which does not fit elsewhere. Record as much detail as possible. You may also record
discounts here if necessary.
The ‘Total amount payable’ must agree with the total of the amounts above it (minus any discounts).
Period covered Ensure that the correct period is recorded. It will usually be one calendar month, unless the
account is the first received following a recent connection.
HOUSEHOLD OPERATION – continued
43
Office Use Only
12.9
Does this household have a package deal from a service provider (such as
TelstraClear, Telecom etc) for any combination of the following services: subscriber
TV, telephone, Internet services and/or cellphone?
Yes
No
Go to Question 12.10
Could you please tell me which services you receive and the various amounts that
show on your latest account –
Name of Service Provider
All amounts to include GST.
Yes
Package price (list inclusions)
.................................................
Subscriber television -
No
$
$
PC MP
6675
Cost of subscriber channels (specify)
.................................................
$
$
6675
6676
Pay-per-view
$
$
6676
Additional decoders
$
$
Magazine
$
$
Installation and modification
$
$
PC MP
2850
Telephone Rental line 1
$
$
Rental line 2
$
$
Wiring maintenance
$
$
$
$
$
$
Installation and modification
$
$
Internet services -
High/Normal speed
Call features (specify) ............
................................................
Toll/call charges
Access plan
Installation and modification
$
Total charge
$
2850
2855
2855
2860
2860
2865
2865
High/Normal speed 2890
mb/hrs
mb/hrs 2890
2891
$
00
2891
00
$
2870
Cellphone Pricing
plan:
2870
Specify
Amount
2875
$
$
$
$
$
$
Connection/modification fee
$
$
Arrears
$
$
$
$
$
$
$
$
$
$
Call features (specify) ............
................................................
Toll/call charges
Other:
2875
2880
2880
2885
2885
Specify
Amount
Specify
Amount
Specify
Amount
Total amount payable
Period covered
Month paid or payable
Records consulted
/
/
Yes
Yes
No
No
00
00
44
12.10
NOTES
Telephone Charges (not including cellphone)
If the household is receiving any telephone services as part of a discounted package deal with other services
(eg Internet, subscriber television or cellphone) record the details in Q12.9.
Q12.10 still needs to be asked even if information has previously been recorded about a telephone in Q12.9
as the household may be receiving telephone services from more than one provider (for example they may be
receiving toll call services from TelstraClear). However, do not record here any information about telephone
services that have already been recorded in Q12.9.
Ignore Q12.10 if this dwelling does not currently have a telephone connected. Only record charges for telephones
connected by a landline. Record charges for cell phones in Q12.11.
Telephone rental
Telephone rental includes line rentals, wiring maintenance and rental telephone charges.
Call features
Call features include any additional features such as call waiting, voice messaging, call divert etc. If the
household is receiving a home package combining rental with call features, record the total amount paid for
the package and give details of the call features.
Exclude all telephone expenses paid by a business, but include privately paid portions of rental and toll
charges relating to a telephone used for business.
Complete Rental and Call features only if a single amount is on the bill. If you have already listed charges for
Rental and for Call features separately, you do not have to fill this in.
0900 Charges to be included in the toll/charges except for donations. If the donation is over $200 include it in
Q23.4.
Discounts
Discounts may need to be recorded separately if they are specified separately on a bill. These discounts may
include discounts for combinations of rental and call features, discounts for combinations of call features and
prompt payment discounts.
If the household has recently moved into this dwelling and has not yet received a telephone account for this
dwelling, then record details from the last account received at its previous dwelling.
Total Amount Payable
The ‘Total Amount Payable’ must agree with the sum total of the amounts above it (minus any discounts).
Period Covered
Ensure that the correct period is recorded. It will usually be one calendar month, unless the account is the first
received following a recent connection.
45
HOUSEHOLD OPERATION – continued
Office Use Only
12.10
Does this household receive any telephone services (other than a cellphone) that
have not already been recorded in Q12.9? (For example TelstraClear etc for toll
calls).
Yes
No
Go to Question 12.11
Would you please tell me the various amounts that are shown on your latest
telephone account for this dwelling –
All amounts to include GST.
Telecom
Rental (include wiring maintenance)
TelstraClear
Others
$
$
$
Call features (specify)
$
.........................................................................
$
$
PC MP
2850
2850
2855
Complete only if no breakdown available
on bill
2855
Rental + Call features
(specify call features)
2860
$
$
$
Toll/call charges
$
$
$
Installation and
modification charges
$
$
$
2865
Arrears
$
$
$
2865
$
$
$
$
$
$
$
$
$
$
$
$
.........................................................................
2860
2860
Specify
Other:
Amount
Specify
Discounts:
Amount
Specify
Discounts:
Amount
Total amount payable
Period covered
Month paid or payable
Records consulted
/
Yes
No
/
Yes
No
/
Yes
No
46
12.11
NOTES
Cellphone Charges
If the household is receiving any cellphone services as part of a discounted package deal with other services
(eg internet, subscriber television or telephone) record the details in Q12.9.
Q12.11 still needs to be asked even if information has previously been recorded about a cellphone in Q12.9 as
the household may be receiving cellphone services from more than one provider. However, do not record here
any information about cellphone services that have already been recorded in Q12.9.
Record charges for all cellphones owned by members of this household. If the household has more than one
cellphone, record the details for each one.
Pricing plan
Pricing plan may be just a flat rate fee or a flat rate fee combined with some toll/call charges and/or call
features. If the cellphone is a pre-pay cellphone, do not record any details here. Expenditure on pre-pay
cellphones is collected in the Expenditure Diary.
Call features
Call features include any additional features such as voice messaging, call divert etc.
Connection/modification fee may be a fee for initial connection onto a cellphone network or a fee for changing
between services. For example, switching a Telecom analogue phone to a Telecom, Freedom or Gold Mobile
pre-paid deal, or switching a Vodafone network phone to one of their pre-paid deals. Do not record purchase
of a cellphone here.
0900 Charges to be included in toll/call charges except for donations. If the donation is over $200 include it in
Q23.4.
Exclude all cellphone expenses paid by a business, but include privately paid portions of costs relating to a
cellphone used for business.
The ‘Total Amount Payable’ must agree with the total of the amounts above it.
Period Covered
Ensure that the correct period is recorded.
HOUSEHOLD OPERATION – continued
12.11
47
Office Use Only
Does this household have any cellphones that have not already been recorded in
Q12.9? (Do not include prepaid)
Yes
Go to Question 12.12
No
Would you please tell me the various amounts that are shown on your latest cellphone accounts –
All amounts to include GST.
Name of service provider
PC MP
2870
Specify
Pricing
Plan:
Amount
$
$
$
Call features
$
$
$
Toll/call charges
$
$
$
Connection/
modification fee
$
$
$
Arrears
$
$
$
2870
2870
2875
2875
2875
2880
2880
Specify
2880
Other:
Amount
$
$
$
2885
2885
Specify
Discounts:
2885
Amount
Total amount payable
$
$
$
$
$
$
Period covered
Month paid or payable
Records consulted
/
/
/
Yes
Yes
Yes
No
No
No
Name of service provider
PC MP
Pricing
Plan:
2870
Specify
Amount
$
$
$
Call features
$
$
$
Toll/call charges
$
$
$
Connection/
modification fee
$
$
$
Arrears
$
$
$
2870
2870
2875
2875
2875
2880
2880
Specify
2880
Other:
Amount
Discounts:
$
$
$
2885
2885
Specify
2885
Amount
$
$
$
Total amount payable
$
$
$
Period covered
Month paid or payable
Records consulted
/
/
/
Yes
Yes
Yes
No
No
No
48
12.12(a)
NOTES
Subscriber television and internet
If the household is receiving any subscriber television or internet services as part of a discounted package
deal with other services record the details in Q12.9.
Q12.12 (a) still needs to be asked even if information has previously been recorded about subscriber television
or internet services in Q12.9, as the household may be receiving subscriber television or internet services
from more than one provider. However, do not record here any information about services that have already
been recorded in Q12.9.
Amount of Latest Payment
Record details from the latest account received.
12.12(b)
Amount of Latest Payment
Record details from the latest account received.
HOUSEHOLD OPERATION – continued
49
Office Use Only
12.12
(a) Does this household currently pay a fee for any of the following services that
has not already been recorded in Q12.9?
(a) Subscriber television
Sky
Saturn
Other
(b) Internet
Yes
No
Yes
No
Yes
No
Yes
No
Charge for service (excl.
installation)
$
$
$
$
Installation and modification
$
$
$
$
Total amount payable
$
$
$
$
PC MP
6675
6675
6675
Period covered
6676
Month paid or payable
/
Yes
No
Records consulted
12.12
/
/
Yes
No
/
Yes
No
6676
Yes
No
2890
00
2891
00
(b) Does this household currently hire, rent or pay a fee for either of these items?
If Yes:
Yes
No
Amount of
latest
payment
Period
Covered
Month
Paid or
Payable
Records
Consulted
Yes
No
ST MP
a) a television set?
$
/
2182 00
b) a video recorder?
$
/
2184 00
50
NOTES
12.15
Latest Account
Record details from the latest account received, even if it has not yet been paid.
(a)
Cost of Electricity and (b) Cost of Gas
Include meter rental and other service charges as appropriate, but do not include amounts covered by (d).
(d)
Other Payments
These arise through electrical supply authorities administering the Ministry of Energy’s home-insulation loan
scheme, or through electrical supply authorities and gas utilities allowing time-payments on appliances bought
from them being included in electricity or gas accounts.
(e)
Total Amount Paid or Payable
If this does not equal the sum of amounts recorded in (a), (b), (c) and (d), then explain the discrepancy.
(f)
Period Covered
Record as “4 wks”, “2 cal. mths”, etc. Do not record dates.
For power managers estimate the number of days the card covers.
12.16
Amount Paid
If records are not available, then best estimates will suffice.
(g)
Only count bottled gas used inside the house for heating or cooking. Do not count bottled gas used on a
barbeque.
HOUSEHOLD OPERATION – continued
51
Office Use Only
12.13
12.14
Is mains gas connected to this dwelling?
Yes
1
No
2
Go to Question 12.15 and use Col. A
Do you receive a separate account for gas, or do you receive a single account
covering both gas and electricity?
Separate accounts
Single account
12.15
8627 00 00
Use Col. A. and Col. B of Q12.15
Use Col. C of Q12.15
Would you please give me the following details from your household’s latest
account for gas and/or electricity:
Col. A
(Electricity)
(a) Cost of electricity
Col. B
(Gas)
$
(b) Cost of gas
Col. C
(Combined)
MP
$
2000 00
$
$
2001 00
(c) GST (if not included above)
$
$
$
(d) Loan repayments or time
payments for insulation, solar
heating, or gas or electrical
appliances, or for repairs to
appliances, or for arrears
$
$
$
(e) Total amount paid or payable
$
$
$
(f) Period covered
(g) Month paid or payable
Records Consulted
12.16
/
/
/
Yes
Yes
Yes
No
No
No
Amount Paid
in the Last
12 Months
Would you please tell me how much your household
paid in the last 12 months on the following items –
Records
Consulted
Yes
No
(a) Television service contract
$
8100
2180 00 00
(b) Video-recorder service contract
$
8100
2186 00 00
(c) Service contract for combination of home appliances $
8100
2187 00 00
(d) Home-heating oil
$
8100
2197 00 00
(e) Firewood
$
2002 00 00
(f) Coal
$
8100
2007 00 00
(g) Bottled gas
$
8100
2004 00 00
(h) Insurance on personal effects not covered by
contents insurance
$
(i) NZ Post box rental
$
6426 00 00
(j) Fee for safe-deposit boxes
$
8100
2892 00 00
8100
2009 00 00
8100
6426 00 00
8100
2893 00 00
8100
6708 00 00
52
NOTES
13.1
Vehicles
Exclude (a) any vehicles used solely for business purposes (ie vehicles which were never used for private
purposes in the last 12 months), (b) taxis, rental cars, and other vehicles hired during the year, and (c) currently
owned vehicles that are not roadworthy and which are not intended to be made so.
Record all other vehicles including any sold or disposed of in the last year.
13.1 (a)
Type of Vehicle
After recording the type of vehicle, you may add any other distinguishing comments such as –
Car
Car
Car
Van
Van
Toyota
Blue Laser
Yellow Laser
Fred’s
John’s
Record details of sixth and subsequent vehicles on the next page.
Vehicle Costs
Ignore these questions for vehicles owned by a limited liability company.
For vehicles owned by a self-employment company, record the FULL relicensing, insurance, and CNG/LPG
fees paid by the company.
If a bicycle has a separate insurance policy of its own, then record the bicycle in Q13.1. Answer Questions
13.1(b) – (d) and (f) for it.
(e)
Relicensing
A vehicle may be relicensed for either six months or one year.
(f)
Insurance
Do not include insurance premiums that are contained in hire-purchase instalments.
If insurance on a particular vehicle is included in a comprehensive Building/Contents/Vehicles insurance
policy, then record ‘Q4.10’ in the ‘Latest premium’ box for that vehicle.
(g)
Current market value
Only record this information for cars, station-wagons, vans, utilities, and four-wheel-drive vehicles which the
respondent currently owns.
Do not attempt to record this information for other types of vehicles, or for vehicles which the respondent does
not currently own.
(h)
CNG/LPG Cylinder Inspection
This is a five-yearly inspection of LPG tanks and CNG cylinders.
53
TRANSPORTATION
Office Use Only
13.1
Has any member of the household had use of a vehicle of any type in the last 12
months (show card H).
Yes
No
If “No” go to 13.9
Basic Type of Vehicle
8720
00 00
Distinguishing Comments (if any) 8721
00 00
8722
00 00
21 V1
25 V2
(a) Type of vehicle
8723
00 00
29 V3
33 V4
8724
00 00
37 V5
8700
00 00
8725
00 00
8726
00 00
8727
00 00
Yes
8728
00 00
No
8701
00 00
Vehicle Reference
V1
V2
(b) Was the vehicle owned,
or was it borrowed?
Owned
Borr.
(c) Was the vehicle used for
business purposes?
IF YES: What
percentage was it used
for business?
(d) Is the vehicle still
owned/borrowed?
V5
34
38
1 Owned
1 Owned
1 Owned
1 Owned
1
2
Borr.
2 Borr.
2
2
2
Yes
Yes
Yes
No
No
24
%
28
1
No
35
31
%
1
No
1
No
8729
00 00
% 8730
00 00
Yes
1 8731
00 00
No
8732
00 00
%
36
Yes
Borr.
39
%
32
Yes
Borr.
Yes
No
27
23
Yes
V4
30
No
IF NO: How was the
vehicle disposed of?
V3
26
22
40
1
Yes
No
28
32
36
40
2 Traded
2 Traded
2 Traded
2 Traded
2
8702
00 00
Sold
3
3
3
3
Sold
3 8733
00 00
Other
4 Other
4 Other
4 8734
00 00
8735
00 00
8736
00 00
8703
00 00
8737
00 00
8738
00 00
8739
00 00
24
Traded
Sold
Sold
4 Other
Sold
4 Other
IF OTHER, specify:
(e) What was the relicensing
fee for the vehicle?
$
$
Period covered
6m
(f) Vehicle insurance –
Latest premium
$
Yr
$
Yr
6m
$
$
Yr
6m
$
$
Yr
6m
$
Yr
6m
$
Period covered
/
Month paid
Records Consulted
(g) Market Value
(h) Is the vehicle fitted with
CNG or LPG?
/
/
/
/
Yes
Yes
Yes
Yes
Yes
8740
00 00
No
No
No
No
No
8704
00 00
$
$
$
$
00 00
$
Yes
Yes
Yes
Yes
Yes
00 00
No
No
No
No
No
00 00
00 00
If ‘No’, go to next
vehicle. If ‘Yes’, ask:
(i) What was the
latest amount paid
for the CNG/LPG
inspection fee?
(ii) Did you pay a
five-yearly
cylinder or tank
inspection fee in
the last 12
months?
00 00
$
$
$
$
00 00
$
00 00
00 00
Yes
Yes
Yes
Yes
Yes
00 00
No
No
No
No
No
00 00
00 00
(iii) If ‘Yes’, ask:
What was the
latest amount paid
for that fee?
00 00
00 00
00 00
$
$
$
$
$
00 00
00 00
54
NOTES
13.1
Vehicles
Exclude (a) any vehicles used solely for business purposes (ie vehicles which were never used for private
purposes in the last 12 months), (b) taxis, rental cars, and other vehicles hired during the year, and (c) currently
owned vehicles that are not roadworthy and which are not intended to be made so.
Record all other vehicles including any sold or disposed of in the last year.
13.1 (a)
Type of Vehicle
After recording the type of vehicle, you may add any other distinguishing comments such as –
Car
Car
Car
Van
Van
Toyota
Blue Laser
Yellow Laser
Fred’s
John’s
Vehicle Costs
Ignore these questions for vehicles owned by a limited liability company.
For vehicles owned by a self-employment company, record the FULL relicensing, insurance, and CNG/LPG
fees paid by the company.
If a bicycle has a separate insurance policy of its own, then record the bicycle in Q13.1. Answer Questions
13.1(b) – (d) and (f) for it.
(e)
Relicensing
A vehicle may be relicensed for either six months or one year.
(f)
Insurance
Do not include insurance premiums that are contained in hire-purchase instalments.
If insurance on a particular vehicle is included in a comprehensive Building/Contents/Vehicles insurance
policy, then record ‘Q4.10’ in the ‘Latest premium’ box for that vehicle.
(g)
Current market value
Only record this information for cars, station-wagons, vans, utilities, and four-wheel-drive vehicles which the
respondent currently owns.
Do not attempt to record this information for other types of vehicles, or for vehicles which the respondent does
not currently own.
(h)
CNG/LPG Cylinder Inspection
This is a five-yearly inspection of LPG tanks and CNG cylinders.
TRANSPORTATION – continued
55
Office Use Only
13.1
– continued
8741
00 00
8742
00 00
45 V7
8743
00 00
49 V8
53 V9
8744
00 00
8705
00 00
8745
00 00
8746
00 00
Basic Type of Vehicle
Distinguishing Comments (if any)
41 V6
(a) Type of vehicle
57 V10
Vehicle Reference
V6
V7
Owned
IF YES: What
percentage was it used
for business?
(d) Is the vehicle still
owned/borrowed?
50
54
58
1 Owned
1 Owned
1 Owned
1 Owned
1 8747
00 00
2
2
2
2 8748
00 00
8706
00 00
8749
00 00
8750
00 00
Borr.
2 Borr.
Yes
Yes
Yes
Yes
No
No
No
No
No
47
43
44
%
48
1
Yes
No
%
56
1
Yes
No
Borr.
59
%
52
1
Yes
Borr.
55
51
%
No
IF NO: How was the
vehicle disposed of?
V10
Yes
Borr.
(c) Was the vehicle used for
business purposes?
V9
46
42
(b) Was the vehicle owned,
or was it borrowed?
V8
%
8751
00 00
Yes
1 8752
00 00
No
8707
00 00
60
1
Yes
No
48
52
56
60
2 Traded
2 Traded
2 Traded
2 Traded
2 8753
00 00
Sold
3
3
3
3
Sold
3
8754
00 00
Other
4 Other
4 Other
4
8755
00 00
8756
00 00
8708
00 00
8757
00 00
8758
00 00
8759
00 00
8760
00 00
8709
00 00
44
Traded
Sold
Sold
4 Other
Sold
4 Other
IF OTHER, specify:
(e) What was the relicensing
fee for the vehicle?
$
$
Period covered
6m
(f) Vehicle insurance –
Latest premium
$
Yr
$
Yr
6m
$
$
Yr
6m
$
$
Yr
6m
$
Yr
6m
$
Period covered
/
Month paid
Records Consulted
(g) Market Value
(h) Is the vehicle fitted with
CNG or LPG?
/
/
/
/
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
00 00
$
00 00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00 00
00 00
If ‘No’, go to next
vehicle. If ‘Yes’, ask:
00 00
00 00
(i) What was the
latest amount paid
for the CNG/LPG
inspection fee?
$
$
$
$
$
00 00
00 00
00 00
(ii) Did you pay a
five-yearly
cylinder or tank
inspection fee in
the last 12
months?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00 00
00 00
00 00
00 00
(iii) If ‘Yes’, ask:
00 00
What was the
latest amount paid
for that fee?
$
$
$
$
$
00 00
00 00
00 00
56
NOTES AND EDIT CHECK
Account Payments
This refers to accounts paid for repairs or maintenance, and which included a charge for labour.
13.3 (a)
Items Purchased
Separate the cost of combined purchases of parts and/or accessories into single items (water pump, alternator,
etc.) or single kinds of items (eg tyres), using the respondent’s best estimate if necessary. Record only those
items or kinds of items which cost $200 or more.
Do not include accessories installed in a vehicle prior to it being purchased, and which were paid for at the
same time as the vehicle itself.
(b)
Shop-type
Record as Garage, Auto Parts, Panelbeater, Private, etc.
(d)
Cash Price
For jobs, record the total amount paid (ie do not separate into labour and parts components). For parts, record
the total cost of each type of part bought at one time (eg $525 for five tyres).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
TRANSPORTATION – continued
57
Office Use Only
13.2
In the last 12 months, did any member of this household –
Yes
13.3
•
pay an account of $200 or more for the repair or maintenance
of a vehicle?...
...
...
...
...
...
...
•
pay $200 or more for a vehicle part or vehicle accessory that
was bought by a household member? ...
...
...
No
If both answers to Q13.2 are ‘No’, then go to Q13.4 overleaf. Otherwise ask:
For each such payment, would you please tell me the –
(b)
(a) Type of Job, or Item Purchased
If a job, go to (c). Otherwise ask:
What Kind of Shop Was the Item
Purchased From?
ST MP
A
B
C
D
A
B
D
C
(c) Which vehicle was the
job or item for?
(Enter Vehicle Reference)
(d) Cash price
$
(e) Did the price include a
charge for labour?
(f) Did you pay any of the
cost on time-payment
with interest?
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
/
/
/
(h) Was any of the
money obtained
from a loan?
Yes
Yes
Yes
Yes
No
No
No
No
(i)
Yes
Yes
Yes
Yes
No
No
No
No
IF YES: Was the
loan taken out in
the last 12 months?
If (f) is ‘Yes’, ask:
(j)
Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l)
$
$
$
$
Each instalment
MP
00
(m) Frequency of
instalments
00
00
(n) Number of instalments required
Records consulted
00
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 payments, then continue overleaf.
Otherwise, go to Question 13.4 overleaf.
58
NOTES AND EDIT CHECK
13.3 (a)
Items Purchased
Separate the cost of combined purchases of parts and/or accessories into single items (water pump, alternator,
etc) or single kinds of items (eg tyres), using the respondent’s best estimate if necessary. Record only those
items or kinds of items which cost $200 or more.
Do not include accessories installed in a vehicle prior to it being purchased, and which were paid for at the
some time as the vehicle itself.
(b)
Shop-type
Record as Garage, Auto Parts, Panelbeater, Private, etc.
(d)
Cash Price
For jobs, record the total amount paid (ie do not separate into labour and parts components). For parts, record
the total cost of each type of part bought at one time (eg $525 for five tyres).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
TRANSPORTATION – continued
59
Office Use Only
13.3
– continued
(b)
(a) Type of Job, or Item Purchased
If a job, go to (c). Otherwise ask:
What Kind of Shop Was the Item
Purchased From?
ST MP
E
F
G
H
E
F
H
G
(c) Which vehicle was the
job or item for?
(Enter Vehicle Reference)
(d) Cash price
$
(e) Did the price include a
charge for labour?
(f) Did you pay any of the
cost on time-payment
with interest?
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i)
IF YES: Was the
loan taken out in
the last 12 months?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘Yes’, ask:
(j)
Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l)
$
$
$
$
Each instalment
MP
00
(m) Frequency of
instalments
00
00
(n) Number of instalments required
Records consulted
13.4
00
Yes
Yes
Yes
Yes
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card I (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q13.3 above
60
NOTES AND EDIT CHECK
13.5
Vehicles Bought
Do not include vehicles used purely for business purposes, but do include vehicles used partly for business
purposes and partly for private use, and vehicles used purely for private purposes.
13.6 (b)
Outlet Bought From
Record as Dealer, Bicycle Shop, Auction, Private, etc.
13.6 (c)
Vehicle Reference
Identify Vehicle Reference from Question 13.1
(e)
Cash Price of Vehicle
This is the basic cost of the vehicle, excluding (i) the cost of any extra accessories installed prior to purchase,
(ii) the cost of petrol added to the basic price, and (iii) registration/licence fees.
(g)
Item Traded-in
If a vehicle was traded-in, then identify its Vehicle Reference from Question 13.1. If other than a vehicle was
traded-in, then record the item traded-in.
(h)
Registration/Licence Fees
The combined amount (including also the A.C.C. Levy portion of the Licence Fee) should be shown on the
Vehicle-purchase Agreement. If not, then calculate from Appendix II in your Manual.
(i)
Cost of Petrol
This should be shown as a separate item on the Vehicle-purchase Agreement.
(j)
Cost of Accessories
The cost of extra accessories (mud-flaps, tow-bar, radio, etc.) installed in a vehicle at the purchaser’s request
prior to it being paid for should be shown in the Vehicle-purchase Agreement.
(k)
Engine Size
Ask only for road vehicles, and enter the number of cc’s eg 1,500cc, 2,100cc etc.
(m)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(o)
Cash From a Loan
For cash obtained from a credit-card advance, tick the ‘No’ box.
(p)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(r)
Cash Deposit
Do not include the trade-in amount in the cash deposit, but do include in the deposit any cash that had been
obtained from a loan.
61
TRANSPORTATION – continued
Office Use Only
13.5
In the last 12 months, did any member of this household buy any of the vehicles
you have mentioned?
Yes
No
13.6
Go to Question 13.7
For each vehicle bought, would you please tell me the –
(b) What Type of Outlet Was It
Bought From?
(a) Type of vehicle
ST MP
00
(–)
00
(c)
Vehicle Reference (see Notes)
(d) Was the vehicle bought
new, or was it secondhand?
New
New
New
New
00
Used
Used
Used
Used
00
(e) Cash price of vehicle
$
$
$
$
(f) Value of trade-in (if any)
$
$
$
$
00
00
(g) Vehicle reference letter of
trade-in, or item traded-in
(h) If new and not a bicycle:
Registration/Licence fees $
If a new motor vehicle, ask:
$
$
$
00
00
(i) Cost of petrol included
in purchase price
$
$
$
$
(j) Cost of extra accessories $
$
$
$
$
$
$
00
(k) Engine size (see Notes)
(l) OFFICE USE (e-f+h+i+j)
$
(m) Was the vehicle bought
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
00
(n) Month paid
/
(o) Was any of the
money obtained
from a loan?
(p) IF YES: Was the
loan taken out in the
last 12 months?
If (m) is ‘Yes’, ask:
/
/
/
00
Yes
Yes
Yes
Yes
No
No
No
No
00
Yes
Yes
Yes
Yes
00
No
No
No
No
(q) Month deposit paid
/
/
/
/
(r) Cash deposit
$
$
$
$
(s) Each instalment
$
$
$
$
00
00
00
Yes
Yes
Yes
Yes
No
No
No
No
00
$
$
$
(–)
00
(t) Frequency of
instalments
Records consulted
(–)
00
If (m) is ‘No’, ask:
(u) Number of instalments required
(v) Does the instalment
include vehicle
insurance?
(w) IF YES: What was
the full insurance
premium?
(–)
$
00
Yes
Yes
Yes
Yes
No
No
No
No
(–)
62
NOTES
13.7
Vehicles Sold
Include a vehicle sold to a wrecking/dismantling firm.
Do not include a vehicle written off and taken over by an insurance company, as the payment by the company
is covered in Q24.4.
13.8 (a)
Vehicle Sold
Identify from Q13.1 the Vehicle Reference of the vehicle sold, and record it.
(c)
Cash Price Obtained
Record the amount of money actually received from the buyer.
(e)
Other Selling Costs
Include advertising costs, commission fees, etc.
63
TRANSPORTATION – continued
Office Use Only
13.7
In the last 12 months, did any member of this household sell any of the vehicles
you have mentioned, other than as a trade-in?
Yes
No
13.8
Go to Question 13.9
For each vehicle sold, would you please tell me –
MS
00
(a) Which vehicle was sold
(b) Month sold
/
(c) Cash price obtained (net
of direct selling costs)
/
/
4409
$
$
$
(d) Change-of-ownership fee
(if paid separately)
$
$
$
$
(e) Other selling costs paid
separately
$
$
$
Records consulted
00
/
$
00
00
(–)
00
4409
$
(–)
00
00
Yes
Yes
Yes
Yes
No
No
No
No
(–)
00
4409
00
00
(–)
00
4409
13.9
00
In the last 12 months, did any of you pay a single amount of $200 or more for the
hire of a rental-car, van, truck, campervan, caravan, or boat?
Yes
No
13.10
Go to Question 14.1
For each such payment, would you please tell me the –
Amount
Paid
Type of Vehicle Hired
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
00
64
NOTES
14.1 (a)
Absences from Home
‘4 days’ means 96 hours.
14.1 (b)
If a business trip also included the spending of private money, such as for a partner or an extension to the trip
of 4 or more days, include it here.
14.4
Those Absences
This term refers to the number recorded in Q14.3.
14.5
For business trips that involved the spending of private money, only record the portion of the trip that was
covered by private spending. For example, if a partner also goes on the trip for a holiday, only record their
portion of the trip. In this case, Q14.5 (a) should be recorded as ‘1’. If an extension of 4 or more days is added
on to the business trip, only record that portion of the trip. In this case, Q14.5(b) should be the number of days
of the extension.
14.5 (a)
Persons Involved
Enter Person Numbers.
(d)–(i)
Costs
If precise figures are not available, then approximations will suffice.
14.5 (d)
Accommodation Costs
Resorts should be included under Hotel.
Motor Inns should be included under Motel.
Hosted includes private hotels, guest houses, bed and breakfast, farm stay, and host farm.
If ‘Other’, then specify the type of accommodation involved.
14.5 (f)
Public Transport Costs
For single payments covering more than one type of public transport, record the cost of each type, using the
respondent’s best estimate if necessary.
If ‘Other’, then specify the type of transport involved.
Inter-island Ferry
This covers all inter-island ferries, including Tranzrail and other companies.
14.5 (h)
School Trip
Include all of the costs of the school trip such as accommodation, fares etc. but do not include spending
money.
14.5 (i)
Other Costs
Do not include any single payments of $200 or more in this question. Any such expenditure during the holiday
or trip should be recorded elsewhere in this questionnaire (eg car repairs to Q13.3, clothes to Q16.3).
14.5 (j)
Total Cost
In theory, this should be the total expenditure that would have been recorded in members’ Diaries if they had
been keeping Diaries whilst on holiday, minus any single payments of $200 or more on items other than
accommodation and transport costs.
65
NEW ZEALAND TRAVEL
Office Use Only
14.1
(a) During the last 12 months, was any member of this household away from
home for 4 days or more at any one time on business trips or working
holidays?
Yes
No
(b) During the last 12 months, was any member of this household away from
home for 4 days or more at any one time, for any other reason?
Yes
No
14.2
Go to Page 71, Question 14.6
Talking about private trips only:
How many separate absences of 4 days or more involved travel entirely within
New Zealand?
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.3
8800 00 00
How many of those absences involved the spending of money?
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.4
8801 00 00
And how many of those absences ended within the last 12 months?
8802 00 00
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.5
8803 00 00
For each of those absences, would you please tell me the –
8804 00 00
Holiday or Trip
1
3
2
4
8805 00 00
8806 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
01
02
03
04
07 8807 00 00
08
8808 00 00
05
06
(d) Accommodation Costs –
6301 00 00
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
6304 00 00
Private house/Bach
05 $
$
$
$
6305 00 00
Hosted/B&B
07 $
$
$
$
6307 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
6302 00 00
6303 00 00
00 00
4401 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
4030 00 00
Rail
13 $
$
$
$
4013 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
22
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALANDNOTES
TRAVEL – continued
66
Holiday or Trip
14.5
– continued
5
Office Use Only
7
6
8
8809 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
09
10
11
12
15 8810 00 00
16 8811 00 00
13
14
8812 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
8816 00 00
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
8813 00 00
8814 00 00
8815 00 00
6302 00 00
6303 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
6304 00 00
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
22
00 00
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
6307 00 00
4401 00 00
4030 00 00
4013 00 00
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALAND TRAVEL – continued
Holiday or Trip
14.5
– continued
9
Office Use Only
11
10
12
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
17
18
19
20
67
8817 00 00
8818 00 00
23
24 8819 00 00
21
22
8820 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
8821 00 00
Motels
02 $
$
$
$
8822 00 00
Backpackers/Hostels
03 $
$
$
$
8823 00 00
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
6302 00 00
01 $
$
$
$
6303 00 00
Air
30 $
$
$
$
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
6307 00 00
Other: .................................
(e) Private transport costs
(f) Public Transport Costs –
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
11 $
$
$
$
4401 00 00
4030 00 00
* $
$
$
$
* $
$
$
$
(h) School trip
* $
$
$
$
(j) Total cost
6304 00 00
00 00
22
(g) Package-tour cost
(i) Other costs (incl. spending
money, food, etc.)
8824 00 00
4013 00 00
4020 00 00
30 $
$
$
$
$
$
$
$
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALANDNOTES
TRAVEL – continued
68
Holiday or Trip
14.5
– continued
13
Office Use Only
15
14
16
8825 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
25
26
27
28
31 8826 00 00
32 8827 00 00
29
30
8828 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
8832 00 00
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
8829 00 00
8830 00 00
8831 00 00
6302 00 00
6303 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
6304 00 00
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
22
00 00
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
6307 00 00
4401 00 00
4030 00 00
4013 00 00
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALAND TRAVEL – continued
Holiday or Trip
14.5
– continued
17
Office Use Only
19
18
20
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
35
36
33
34
69
8833 00 00
8834 00 00
39
40 8835 00 00
37
38
8836 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
8837 00 00
Motels
02 $
$
$
$
8838 00 00
Backpackers/Hostels
03 $
$
$
$
8839 00 00
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
6302 00 00
01 $
$
$
$
6303 00 00
Air
30 $
$
$
$
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
6307 00 00
Other: .................................
(e) Private transport costs
(f) Public Transport Costs –
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
8840 00 00
6304 00 00
00 00
22
11 $
$
$
$
4401 00 00
* $
$
$
$
4030 00 00
(g) Package-tour cost
* $
$
$
$
4013 00 00
(h) School trip
* $
$
$
$
30 $
$
$
$
4022 00 00
$
$
$
$
4011 00 00
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
4020 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
70
14.6
NOTES
Exclude –
(a) business trips;
(b) trips already mentioned;
(c) payments relating to trips not yet taken.
Include trips of less than one day.
14.7
Person Who Paid
Enter Person Number.
Type of Fare or Accommodation
Record as ‘Air’, ‘Rail’, ‘Bus’, ‘Ferry’, ‘Hotel’, ‘Motel’, ‘Private-house rental’, ‘Boarding House’, etc, as appropriate.
Do not combine separate payments. For example, an airfare of $260 and a hotel bill of $220 must be recorded
separately. If individual amounts cannot be ascertained precisely, then best estimates will suffice.
Record only those items which cost $200 or more.
14.9
Persons Involved
Enter Person Numbers.
Period Away
Ask the remaining questions in both cases.
Type of Fare or Accommodation
Record as ‘Air’, ‘Rail’, ‘Ferry’, ‘Hotel’, ‘Motel’, ‘Private-house rental’, etc, as appropriate.
Do not combine separate payments. For example, an airfare of $260 and an accommodation cost of $320
must be recorded separately. If individual amounts cannot be ascertained precisely, then best estimates will
suffice.
Record only those items which cost $200 or more.
14.10
Travel Payments for Members of Other Households
This question covers, for example, travel payments by parents and grandparents for their children and
grandchildren to visit them from elsewhere in New Zealand.
Do not include travel payments by household members for relatives living overseas to come to New Zealand.
Such payments are covered on the next page.
NEW ZEALAND TRAVEL – continued
14.6
Office Use Only
In the last 12 months, did any member of this household pay an amount of $200
or more for any of these items in connection with a trip which lasted less than
4 days including day trips?
Show Card J (after finishing the question)
Yes
No
14.7
Go to Question 14.8
For each separate payment, would you please tell me the –
Person
Who Paid
Amount
Paid
Type of Fare or Accommodation
Records
Consulted
Month
Paid
Yes
14.8
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
Have any of you paid an amount of $200 or more for any of these items in
connection with a private trip in New Zealand that you have yet to take?
Show Card J (after finishing the question)
Yes
No
14.9
Yes
14.10
Go to Question 14.10
For each separate payment, would you please tell me the –
Will the
Person(s) be
Away From
Home for
Person(s)
4 Days
Involved
or More?
Type of Fare or
Accommodation
Amount
Paid
Month
Paid
No
Records
Consulted
Yes
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
In the last 12 months, did any of you pay an amount of $200 or more for any of
these items for travel by a member of another household?
Show Card J (after finishing the question)
Yes
No
14.11
Go to Question 15.1
For each separate payment, would you please tell me the –
Amount
Paid
Type of Fare or Accommodation
Month
Paid
Records
Consulted
Yes
71
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
72
NOTES
15.1
Overseas Travel
Please note that this question does NOT mean “Has any member of this household been overseas in the last
12 months?”
The question covers (i)
(ii)
(iii)
amounts paid for trips not yet taken;
amounts paid up to 12 months ago in respect of trips which ended more than
12 months ago (eg credit-card payments made on return to New Zealand); and
amounts paid in the last 12 months for trips which ended in the last 12 months;
The question also covers payments made by household members for relatives overseas to travel to New
Zealand to visit them.
15.2 (a)
(b)
Persons Involved
Enter Person Number, except for travel to New Zealand by an overseas resident.
Furthest Destination
‘Furthest’ means furthest in distance from New Zealand. Record city if possible; otherwise record country.
For travel to New Zealand by an overseas resident, record country that the resident travelled from.
(c)
Duration of Trip
Write in whether days, weeks or months.
(d)
Costs Paid by Others
If ‘Yes’, then ask respondent to ignore those costs met by the business, and/or those costs met by another
household, when answering (e) – (q). An example of costs met by another household is a grandparent paying
for an overseas trip for a grandchild.
(h)
Prepaid Air Fares
‘Prepaid’ means paid before departure.
(i)
Other Prepaid Fares
Include ship, train, and bus fares, and rental-car hire.
(j)
Prepaid Accommodation
Include the cost of any meals prepaid.
(n)
Airport Tax
Include cost of tax if amount not included in total prepaid travel costs. This includes tax for overseas airports
paid from within New Zealand.
(o)
Payments While Overseas
Do not include expenditure charged to a credit-card, but DO include payments by cash, by travellers cheques,
and by foreign currency from overseas bank accounts.
(q)
Other Amounts Paid in NZ
These would be expenses charged to a credit-card while overseas. Such charges are billed in NZ, and are
paid in NZ currency.
73
OVERSEAS TRAVEL
Office Use Only
15.1
In the last 12 months, did any member of this household pay any amount, either
in New Zealand or while overseas, on –
Yes
•
•
•
•
15.2
No
past overseas travel for business purposes?
past overseas travel for private purposes?
future overseas travel for any purpose?
travel to NZ by an overseas resident?
If all are No,
go to Q 16.1
For each trip, you have made a payment for, would you please tell me the –
(a) Persons Involved
(b) Furtherest Destination
(c) Duration of the trip
A
B
C
D
E
A
B
D
C
E
(d) Was any part of the cost
paid by a business or by
another household?
(IF YES, see Note)
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(e) Was the payment for a
package holiday?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
If (e) is Yes ask:
(f)
What was the pre-paid cost
of the package holiday?
Ask for all overseas trips:
For package holidays, ask for
costs not included in package.
How much did you pay for –
(g) Overseas travel insurance?
(h) Airfares prepaid in the last
12 months?
(i) Other fares prepaid in the last
12 months?
(j) Accommodation prepaid in the
last 12 months?
(k) If breakdown of (h) – (j) is
unavailable, record total
amount prepaid
(l)
4117 00 00
00
Yes
Yes
Yes
Yes
Yes
00
No
No
No
No
No
00
If (m) is Yes ask:
(n) Amount of Airport Tax paid
in NZ
MP
4113 00 00
Month fare paid in NZ
(m) Has the trip been taken yet?
8860 00 00
00
$
$
$
$
$
00
(o) Total amount paid out while
overseas
(p) Customs Duty and GST paid
in NZ
$
$
$
$
$
$
$
$
$
$
(q) Other amounts paid in NZ but
incurred while overseas
$
$
$
$
$
4112 00 00
Yes
Yes
Yes
Yes
Yes
4120 00 00
No
No
No
No
No
4115 00 00
Records consulted
00
4110 00 00
4111 00 00
4119 00 00
74
NOTES
16.1
Clothing and Footwear
Include items purchased from overseas by mail-order.
16.2
Kind of Article
A kind of article is a particular item for a man, a particular item for a woman, a particular item for a boy, a
particular item for a girl, or a particular item for an infant, regardless of how many units of the item were bought
at one time. For example, three shirts for a man, shirts for two boys, a dress for a woman, and three dresses
for two girls, are each a separate kind of article.
School uniforms are not one kind of article as they are made up of separate items. Complete this question if
$200 or more was spent on one kind of article.
For example:
Do record school jerseys bought for 3 boys at the same time and which cost $240 in total.
●
●
Do not record a school uniform for one boy made up of shorts, socks, a shirt, a jersey etc which costs
over $200 in total.
Suits which cost $200 or more can be regarded as one kind of article if they have a single price.
For example
●
Do record a suit which cost $230.
●
Do not record a suit for which the trousers/skirt cost $80 and the jacket cost $150, even though the total
was over $200.
16.3 (a)
Article Purchased
If several articles of clothing or footwear were purchased at one time, and the collective cost was $200 or
more, then record only those kinds of article (if any) that cost $200 or more, and record each such kind of
article on a separate line.
16.3 (b)
Type of Person
Record the type of person that the item was purchased FOR, regardless of the type of item. For example, if
what would usually be regarded as women’s clothing is bought for a girl, then record ‘girl’, not ‘woman’.
An infant is a person aged 0-2 years.
A boy or girl is a person aged 3-14 years.
A man or woman is a person aged 15 years or over.
16.3 (e)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
75
CLOTHING AND FOOTWEAR
16.1
Office Use Only
In the last 12 months, did any member of this household pay $200 or more at one
time for clothing or footwear?
Yes
No
16.2
Go to Question 16.4
In your payments of $200 or more, did you pay $200 or more for any one kind of
article?
For example, did you pay $200 or more for a woman’s dress or dresses, or for
shirts for a man, or for skirts for a girl or girls, or for shoes for a boy or boys?
Yes
No
16.3
Go to Question 16.4
For each such payment, would you please tell me –
(b) Was it for a Man, (c) What Type of
a Woman, a Boy,
Shop Was It
a Girl, or an Infant?
Purchased From?
(a) Article Purchased
ST MP
A
B
C
D
E
A
B
D
C
E
(d) Cash price
$
$
$
$
$
(e) Did you pay any of that on
time-payment with interest?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If (e) is ‘No’, ask:
(f) Month paid
/
/
/
/
/
/
/
/
/
/
If (e) is ‘Yes’, ask:
(g) Month deposit paid
(h) Cash deposit
$
$
$
$
$
(i) Each instalment
$
$
$
$
$
MP
00
(j) Frequency of instalments
00
(k) Number of instalments
required
00
00
Records consulted
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If more than 5 purchases, then continue overleaf.
Otherwise, go to Question 16.4 overleaf.
00
76
16.3 (b)
NOTES
Type of Person
Record the type of person that the item was purchased FOR, not the type of person’s clothing. For example,
if what would usually be regarded as women’s clothing is bought for a girl, then record ‘girl’ not ‘woman’.
An infant is a person aged 0-2 years.
A boy or girl is a person aged 3-14 years.
A man or woman is a person aged 15 years or over.
16.3 (e)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
16.6
Items Sold
Describe only as clothing or as footwear.
For ‘type of person’, record ‘man’, ‘woman’, ‘boy’, ‘girl’, or ‘infant’.
77
CLOTHING AND FOOTWEAR – continued
16.3
Office Use Only
– continued
(b) Was it for a Man, (c) What Type of
a Woman, a Boy,
Shop Was It
a Girl, or an Infant?
Purchased From?
(a) Article Purchased
ST MP
F
G
H
I
J
F
G
I
H
J
(d) Cash price
$
$
$
$
$
(e) Did you pay any of that on
time-payment with interest?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If (e) is ‘No’, ask:
(f) Month paid
/
/
/
/
/
/
/
/
/
/
If (e) is ‘Yes’, ask:
(g) Month deposit paid
(h) Cash deposit
$
$
$
$
$
(i) Each instalment
$
$
$
$
$
MP
00
(j) Frequency of instalments
00
(k) Number of instalments
required
00
00
Records consulted
16.4
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00
Is there anything on this card that you may have forgotten?
Show Card K (after finishing the question)
Yes
No
16.5
Record details on previous page
or, if no room there, in Q16.3
above
In the last 12 months, did any member of this household sell for $100 or more
any item of clothing or footwear?
Yes
No
16.6
Go to Question 17.1
For each item sold, would you please tell me the –
Item
Type of
Person
Amount
Received
Month
Sold
MS
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
78
17.1
NOTES
Fees and Subscriptions
This question covers only fees and subscriptions that are of a fixed amount and which are paid either annually,
or at fixed intervals (per term, month, etc), or for a specific course of lessons.
Subscriptions Levied by Clubs or Leisure Societies
Include subscriptions levied by other leisure organisations such as associations, institutes, lodges, and welfare
groups.
Education Fees
Exclude fees (or parts thereof) covered by a scholorship/bursary and that were paid directly to an educational
institution by the provider of the scholorship/bursary, but do include any part of the fees that were paid by (or
on behalf of) the person.
Regular Child Care
Include set fees charged by creches, nurseries, kindergartens, pre-schools and playcentres for child care
undertaken on a regular basis.
17.2
Type of Fee or Subscription
Examples of the type of answer required are:
School fees (excl. boarding fees)
Boarding fees
Embroidery class
Exam. fee (typing course)
Driving tuition
Flying tuition
Art class
Music lessons
Speech lessons
Creche fee
Playcentre fee
Golf club sub.
Racing club sub.
Orchestra sub.
Drama Soc. sub.
Coaching (swimming)
Social club sub.
Record only set fees and set subscriptions, not incidental costs like activity or attendance fees, nor donations,
nor optional amounts payable.
Do not record magazine subscriptions, or subscriptions to organisations such as Consumers Institute or National
Geographic Society which people belong to mainly to obtain the magazine published by the organisations
concerned.
State the type of club, society, or nightschool class. Do not record ‘Club’, or ‘Society’ or ‘Nightschool’ alone.
Level of Education
Required only for formal-education fees. Code as follows:
C
K
PC
SP
PP
SS
PS
–
–
–
–
–
–
–
Creche, day nursery
Kindergarten, kohanga reo
Pre-school, playcentre
State or integrated primary or intermediate
Private primary or intermediate
State or integrated secondary
Private secondary
CC
CS
T
P
U
TC
PT
O
–
–
–
–
–
–
–
–
Community college
Correspondence school
Technical Correspondence Institute
Polytechnic
University (NZ)
Occupational Training College
Private tertiary
Other educational institution
School fees
If fees are paid by the term, ensure all fees paid for each term in the last 12 months are given.
EDUCATION, RECREATION, SPORT, AND CULTURE
79
Office Use Only
17.1
In the last 12 months, did any member of this household make a single payment
of $100 or more for any of these things?
Yes
•
•
•
•
•
•
•
•
•
17.2
Subscriptions levied by clubs or leisure groups ...
...
Fees charged for hobby classes ...
...
...
...
Fees charged for tuition ...
...
...
...
...
...
...
...
Fees charged for sports coaching...
No
Fixed fees charged by schools (excluding boarding fees)
Boarding fees charged by schools...
...
...
...
University fees or Student Association fee
...
...
Fees charged for regular non-private child care...
...
Fees charged for regular private child care
...
...
If all answers to Q17.1 are ‘No’, then go to Q17.3 below. Otherwise ask:
For each such payment, would you please tell me the –
Type of Fee or Subscription
Do not record abbreviations
Level of
Education
Amount
Paid
Month
Paid
Records
Consulted
Yes
17.3
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
Is there anything on this card that you may have forgotten?
Show Card L (after finishing the question)
Yes
No
No 8100
Record details in Q17.2 above
MP
80
NOTES AND EDIT CHECK
17.4
Do not include
or
but DO INCLUDE
and
17.5 (a)
(i) Items bought by a household member while overseas,
(ii) items purchased overseas by other persons on behalf of a household member,
(a) items purchased overseas by a person not belonging to this household and which
were bought off that person by a member of this household,
(b) items purchased from overseas by mail-order.
Item Bought
Give details of each item bought.
‘camping equipment’.
Do not record vague descriptions such as ‘diving gear’, ‘ski gear’,
For computer purchases, record as ‘Home Computer’ if mains-operated and with a keyboard, even if used
only to play games. Record as ‘Games Computer’ otherwise.
(c)
Shop-type
Record as ‘Sports Store’, ‘Camera Shop’, ‘Pet Shop’, ‘Music Store’, ‘Office Supplies’, etc. For items purchased
from overseas by mail-order, record ‘Overseas’.
(e)
Cash Price/Amount Paid
Use ‘Cash Price’ for purchases and ‘Amount Paid’ for repair and hire payments.
The cash price is the full price payable before any trade-in allowance is deducted, so must be more than any
net price recorded in (f).
(f)
Item Traded-in
If any, then describe item (eg TV, piano, golf clubs, typewriter).
(g)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(i)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(j)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(l)
Cash Deposit
Do not include the trade-in amount (if any) in the deposit.
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
81
Office Use Only
17.4
In the last 12 months, did any member of this household pay a single amount of
$200 or more to buy, repair, or hire any of these things?
Yes
•
•
•
•
•
•
•
17.5
Musical instruments
...
...
...
Educational equipment ...
...
...
Hobby goods or hobby equipment
...
Sports goods or sports equipment
...
No
Toys or recreational equipment...
Pets or racehorses
...
...
...
Office-type equipment for home use ...
(b) Was It a
Purchase, a
Repair, or a Hire?
(a) Item Bought or Paid For
If all answers
are No go to
Q 17.6
ST MP
(c) What Type of
Shop Was It
Bought From?
A
If a
Repair
or Hire,
omit
(c) and (d)
B
C
D
E
A
B
D
C
E
(d) Was the item bought new, or
was it second-hand?
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
(e) Cash price/amount paid
$
$
$
$
$
(f)
MP
Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
$
Net price
$
$
$
$
$
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(g) Did you pay any of that on
time-payment with interest?
00
(–)
00
(–)
00
(–)
00
(–)
00
(–)
If (g) is ‘No’, ask:
(h) Month paid
/
/
/
/
/
(i) Was any of the money
obtained from a loan?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(j) IF YES: Was the loan
taken out in the last
12 months?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
MP
00
00
00
If (g) is ‘Yes’, ask:
(k) Month deposit paid
/
/
/
/
/
00
00
(l) Cash deposit
$
$
$
$
$
(m) Each instalment
$
$
$
$
$
(n) Frequency of instalments
(o) Number of instalments
required
(p) Do the instalments include
insurance?
(q) IF YES: What was the full
insurance premium?
Records consulted
MP
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00
00
00
$
$
$
$
$
00
00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
82
NOTES AND EDIT CHECK
17.5 (a)
Item Bought
Give details of every item bought. Do not record vague descriptions such as ‘diving gear’, ‘ski gear’,
‘camping equipment’.
For computer purchases, record as ‘Home Computer’ if mains-operated and with a keyboard, even if used
only to play games. Record as ‘Games Computer’ otherwise.
(c)
Shop Type
Record as ‘Sports Store’, ‘Camera Shop’, ‘Pet Shop’, ‘Music Store’, ‘Office Supplies’, etc. For items purchased
from overseas by mail-order, record ‘Overseas’.
(e)
Cash Price/Amount Paid
Use ‘Cash Price’ for purchases and ‘Amount Paid’ for repair and hire payments.
The cash price is the full price payable before any trade-in allowance is deducted, so must be more than any
net price recorded in (f).
(f)
Item Traded-in
If any, then describe item (eg TV, piano, golf clubs, typewriter).
(g)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(i)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(j)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(l)
Cash Deposit
Do not include the trade-in amount (if any) in the deposit.
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
83
Office Use Only
17.5
– continued
ST MP
(a) Item Bought or Paid For
(b) Was It a
Purchase,
a Repair, or a Hire?
(c) What Type of
Shop Was It
Bought From?
F
If a
Repair
or Hire
Omit
(c) and (d)
G
H
I
J
F
(d) Was the item bought new, or
was it second-hand?
New
Used
N/A
(e) Cash price/amount paid
$
(f)
G
I
H
J
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
$
$
$
$
MP
Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
$
Net price
$
$
$
$
$
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(g) Did you pay any of that on
time-payment with interest?
00
(–)
00
(–)
00
(–)
00
(–)
00
(–)
If (g) is ‘No’, ask:
(h) Month paid
/
/
/
/
/
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(i) Was any of the money
obtained from a loan
Yes
No
(j) IF YES: Was the loan
taken out in the last
12 months?
Yes
MP
00
00
00
If (g) is ‘Yes’, ask:
(k) Month deposit paid
/
/
/
/
/
00
00
(l) Cash deposit
$
$
$
$
$
(m) Each instalment
$
$
$
$
$
(n) Frequency of instalments
(o) Number of instalments
required
(p) Do the instalments include
insurance?
(q) IF YES: What was the full
insurance premium?
MP
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
$
00
00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card M (after finishing the question)
Yes
No
00
00
Records consulted
17.6
00
Yes
Record details on previous page or,
if no room there, in Q17.5 above
84
NOTES
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
85
Office Use Only
17.7
In the last 12 months, did any member of this household obtain $100 or more
from the sale of any of these items, other than as a trade-in?
Show Card M (after finishing the question)
Yes
No
17.8
Go to Question 18.1
For each of those sales, would you please tell me the –
Amount
Received
Item Sold
Month
Sold
Records
Consulted
Yes
MS
No
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
86
NOTES AND EDIT CHECK
18.1
Mortgages and Loans
This question covers all non-property loans of $100 or more that were obtained by specific application and
that were taken out in the last 12 months, regardless of whether or not the money obtained has been spent.
The question does not cover overdrafts, or hire-purchases, or loans taken out more than 12 months ago (even
if still to be paid off), or credit-card cash advances, or advances from the Department of Social Welfare.
Include (i)
18.2 (a)
all relevant loans that have since been paid off;
(ii)
loans from a credit-card company (eg American Express), but not cash advances;
(iii)
all kinds of loans, whether or not secured against property;
(iv)
loans and mortgages covering personal expenses, household expenses, repayment of debt,
etc;
(v)
student loans.
Purpose of Loan
If purpose was ‘holiday’, then specify whether NZ or an overseas one.
EDIT CHECK
If the loan is for a specific purpose, and expenditure on the purpose is not recorded elsewhere in
this questionnaire, then add an explanatory note if the situation is correct, or obtain and record the
relevant expenditure in the appropriate part of this questionnaire.
(b)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(e)
Interest Rate
If the loan is interest free, then record the interest rate as 0%.
(f)
Loan Repaid Yet
If the answer to (f) is ‘Yes’, and the total amount repaid (including interest) is not known, then enter ‘NK’ in (g)
and ask (h) - (m).
(h)
Term
If the amount borrowed was from an on-call credit facility, then there will not be a definite term. If, however, the
respondent intends to repay the principal within a specific time period, then tick the ‘Yes’ box and record the
intended term in (i). Otherwise, tick the ‘No’ box for amounts borrowed from on-call credit facilities.
(j)
Latest Payment
Include both dollars and cents.
(k)
Period Covered
If ‘one month’, then record as ‘4 weeks’ or ‘calendar month’, as appropriate.
(o)
Type of Loan
Record type of loan (eg personal loan, HP, credit card, secured against home, layby etc). If necessary, see
Manual for a description of the various types of loan.
For money obtained from a pre-arranged on-call credit facility, describe the type of loan as ‘Flexible Credit
Facility’.
OTHER MORTGAGES AND LOANS
87
Office Use Only
18.1
In the last 12 months, did any member of this household borrow an amount of
$100 or more from any of these sources?
8900 00 00
8911 00 00
Show Card N (after finishing the question)
8912 00 00
8913 00 00
Yes
8914 00 00
No
Go to Question 19.1
8915 00 00
8916 00 00
18.2
8917 00 00
For each such loan, would you please tell me the –
1
8918 00 00
1
8910 00 00
2
(a) Purpose of the loan
00
3
8921 00 00
4
1
(b) Who was the lender?
(See Notes)
2
(c) What was the amount
originally borrowed?
3
3
2
8922 00 00
4
8923 00 00
8924 00 00
8925 00 00
$
$
$
$
8926 00 00
4
(d) What month was it obtained?
/
/
/
8927 00 00
/
8928 00 00
(e) What was the interest rate?
5
%
%
%
8920 00 00
%
00
6 Yes
1 Yes
1 Yes
1 Yes
1
2 No
2 No
2 No
2
(f) Has the loan been repaid yet?
No
(g) If (f) is ‘No’, go to (h).
Otherwise ask:
8932 00 00
8933 00 00
8934 00 00
What was the total amount repaid,
including interest?
$
$
$
$
8935 00 00
Go to (n) unless total amount repaid is not known, in which case ask (h) – (m).
7 Yes
(h) Does the loan have a definite
term?
No
8936 00 00
1 Yes
1 Yes
1 Yes
1
8937 00 00
2 No
2 No
2 No
2
8938 00 00
8930 00 00
(i) If (h) is ‘No’, go to (j).
Otherwise ask:
What was the term?
8931 00 00
mths
8
mths
mths
mths
00
8941 00 00
(j) Amount of latest payment
$
$
$
$
8942 00 00
(k) Period covered by that payment
8943 00 00
(l) Month latest payment made
/
(m) Principal outstanding
(if readily available)
(n)
Records consulted
0
(o)
/
/
/
8944 00 00
8945 00 00
$
$
$
$
Yes
Yes
Yes
Yes
8946 00 00
No
No
No
No
8947 00 00
1
8948 00 00
2
8940 00 00
Type of loan
3
4
If more than 4 loans, then continue overleaf.
Otherwise, go to Question 19.1.
00
88
NOTES AND EDIT CHECK
18.2 (a)
Purpose of Loan
If purpose was ‘holiday’, then specify whether NZ or an overseas one.
EDIT CHECK
If the loan is for a specific purpose, and expenditure on the purpose is not recorded elsewhere in
this questionnaire, then add an explanatory note if the situation is correct, or obtain and record the
relevant expenditure in the appropriate part of this questionnaire.
(b)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(f)
Loan Repaid Yet
If the answer to (f) is ‘Yes’, and the total amount repaid (including interest) is not known, then enter ‘NK’ in (g)
and ask (h) - (m).
(h)
Term
If the amount borrowed was from an on-call credit facility, then there will not be a definite term. If, however, the
respondent intends to repay the principal within a specific time period, then tick the ‘Yes’ box and record the
intended term in (i). Otherwise, tick the ‘No’ box for amounts borrowed from on-call credit facilities.
(j)
Latest Payment
Include both dollars and cents.
(k)
Period Covered
If ‘one month’, then record as ‘4 weeks’ or ‘calendar month’, as appropriate.
(o)
Type of Loan
Record type of loan (eg reducing flat, personal loan, HP, credit card, secured against home, interest free,
layby etc). If necessary, see Manual for a description of the various types of loan.
For money obtained from a pre-arranged on-call credit facility, describe the type of loan as ‘Flexible Credit
Facility’.
OTHER MORTGAGES AND LOANS – continued
89
Office Use Only
18.2
– continued
1
8951 00 00
5
8952 00 00
6
(a) Purpose of the loan
8953 00 00
7
8954 00 00
8
8955 00 00
5
(b) Who was the lender?
(See Notes)
2
(c) What was the amount
originally borrowed?
3
7
6
8
8956 00 00
8957 00 00
8958 00 00
$
$
$
$
8950 00 00
00
4
(d) What month was it obtained?
/
/
/
/
8961 00 00
(e) What was the interest rate?
5
%
%
%
8962 00 00
%
8963 00 00
6 Yes
1 Yes
1 Yes
1 Yes
1
8964 00 00
2 No
2
8965 00 00
(f) Has the loan been repaid yet?
2
No
2 No
No
(g) If (f) is ‘No’, go to (h).
Otherwise ask:
8966 00 00
8967 00 00
What was the total amount repaid,
including interest?
$
$
$
$
8968 00 00
Go to (n) unless total amount repaid is not known, in which case ask (h) – (m).
7 Yes
(h) Does the loan have a definite
term?
No
8960 00 00
1 Yes
1 Yes
1 Yes
1
2
2 No
2 No
2
No
8971 00 00
8972 00 00
(i) If (h) is ‘No’, go to (j).
Otherwise ask:
What was the term?
00
mths
8
mths
mths
mths
8973 00 00
8974 00 00
(j) Amount of latest payment
$
$
$
$
8975 00 00
(k) Period covered by that payment
8976 00 00
(l) Month latest payment made
/
(m) Principal outstanding
(if readily available)
(n)
/
/
8977 00 00
8978 00 00
Records consulted
0
(o)
/
$
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
8970 00 00
00
5
8981 00 00
6
8982 00 00
7
8983 00 00
8
8984 00 00
Type of loan
8985 00 00
8986 00 00
8987 00 00
8988 00 00
8980 00 00
00
90
NOTES
19.1-19.4
Ask all these questions before asking questions about charges on each type of account. This is so that
respondents can get all their statements at one time. Then for each box which is ticked ‘yes’, ask the question
about charges on that type of account.
19.1
This question covers all accounts with all businesses. Include accounts even if they have not been used in the
last 12 months, provided they are still open, as they may have credit costs, including interest charged on
them.
19.2
This question covers all credit cards. Include cards even if they have not been used over the last 12 months,
providing they are still able to be used, as they may have charges on them.
19.3
This question covers all bank accounts with cheques, including savings accounts, building society and
investment society accounts if they have cheque books or eftpos cards. Include accounts even if they have
not been used over the last 12 months, providing they are still open, as they may have charges, including
interest on them.
This question covers all bank accounts which do not have cheque books, that is savings accounts, including
building society and investment society accounts if they don’t have cheque books or eftpos cards. Include
accounts even if they have not been used over the last 12 months, providing they are still open, as they may
have charges or interest charged on them.
19.4
19.5
If the respondent does not have the latest statement ask them to get the most recent statement that they do
have. If it is a savings account where statements are not issued, ask them to get their pass book.
19.6
This question is designed to collect credit costs, including interest charges on all accounts with businesses,
as recorded on the latest available statement only. Include all accounts used by members of the household
that have charges. Do not include amounts that are neither credit costs nor interest charges. If an account has
no credit costs or interest charges, record the type of business and indicate ‘none’ in the boxes with a dash
(‘–’). Also do not include hire purchase costs. Some businesses have no credit costs if the account is paid on
time.
Record both dollars and cents.
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If there is no statement at all available, complete only type of business and tick to show that records were not
consulted.
If the respondent has difficulty understanding their statement offer to help them.
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note
of this and record the charges as printed on the statement. If the respondent does not know what fraction is
personal just note that the account is partly used for business.
(b)
Period covered
If this is not specified on the statement ask the respondent to get the previous statement to work out the period
covered by the current statement.
CREDIT CHARGES
91
Office Use Only
19.1
Has any member of your household had, over the last 12 months:
A charge account for example at a store, building supplier
Yes
or petrol station?
Do not include accounts that are only used for business.
No
19.2
A credit card?
Do not include cards that are only used for business.
19.3
19.4
19.5
Yes
No
A cheque account?
Do not include accounts that are only used for business.
A savings or budget account, which does not have a
cheque book?
Do not include accounts that are only used for business.
Yes
No
Yes
No
If you have ticked ‘Yes’ to any of the questions above continue, otherwise go to
20.1
I would like to find out about charges, including interest charged and charges on
automatic payments, as recorded on statements.
ST MP
8351
00
00 00
00 00
For each type of account you have ticked ‘Yes’ to, ask the respondent(s) to get
the latest statement(s) they have available. If there are any accounts at 19.6 that
don’t have statements, ask the respondent(s) to get their pass book(s).
00 00
00
Ask 19.6 if there are any store accounts with charges (‘Yes’ to 19.1)
19.6
8352
00
00 00
Can you look at the store charge account(s) and give me the following details
00 00
1
(a)
(b)
2
3
00 00
Type of business where
account is kept eg
department store
00
8353
Period covered eg 1 month,
4 weeks
00
00 00
(c)
Interest charged
$
$
$
(d)
Account/Service
charge/Booking fee
$
$
$
00 00
00 00
00
(e)
(f)
Other charges - specify:
Records consulted
................................................................................. 8354
$
$
$
Yes
Yes
Yes
No
No
No
00
00 00
00 00
00 00
00
92
NOTES
19.7
This question is designed to collect all the charges, including interest, that are recorded on the latest available
credit card statement only. Include all credit cards used by all household members. Do not include any
amounts that are neither bank charges nor interest charged eg do not include amounts for purchases, cash
advances.
If a card has no charges at all, record the type of card and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘–’ for none, if preferred).
If there is no statement at all available, complete only type of card and tick to show that records were not
consulted.
If the respondent has difficulty understanding the statement offer to help them.
If there are two or more cards on the same account, record the account only once but include all the charges
that are on the latest available statement.
(b)
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note
of this and record the charges as printed on the statement. If the respondent does not know what fraction is
personal just note that the card is partly used for business.
Opening date
This is usually printed on the top of the statement as ‘opening date’. It may also be refereed to as date ‘from’.
American Express and Diners do not give an opening date, but it is always one calendar month before the
closing date.
(c)
Closing date
This is usually printed on the top of the statement as ‘closing date’. It may also be refereed to as date ‘to’
(Mastercard), ‘statement date’ (American Express) or ‘billing period’ (Diners).
(e)
Interest charged
Sometimes there is more than one entry of interest charged on the statement eg interest on purchases,
interest on cash advances. Record all entries of interest charged. If there are more than two, record the
additional amounts on this page. Include both dollars and cents.
CREDIT CHARGES – continued
93
Office Use Only
Ask 19.7 if there are any credit cards (‘Yes’ to 19.2)
19.7
Can you look at the credit card statement(s) and give me the following details.
1
(a)
2
3
Type of card eg Visa, Bankcard,
American Express
8030 00 00
8031 00 00
(b)
Opening date
/
/
/
/
/
/
(c)
Closing date
/
/
/
/
/
/
8032 00 00
00 00
00 00
(d)
Membership account/
$
subscription fees
.
c
$
.
c
$
.
c
(e)
Interest charged $
.
c
$
.
c
$
.
c
$
.
c
$
.
c
$
.
c
00 00
00
(f)
(g)
8040 00 00
8041 00 00
Other charges - specify: ................................................................................. 8042 00 00
$
$
$
00 00
Yes
Yes
Yes
No
No
No
00 00
Records consulted
00 00
00
8050 00 00
4
(a)
5
8051 00 00
6
Type of card eg Visa, Bankcard,
American Express
8052 00 00
00 00
(b)
Opening date
/
/
/
/
/
/
(c)
Closing date
/
/
/
/
/
/
00 00
00 00
00
(d)
Membership account/
$
subscription fees
.
c
$
.
c
$
.
c
(e)
Interest charged $
.
c
$
.
c
$
.
c
$
.
c
$
.
c
$
.
c
8060 00 00
8061 00 00
(f)
(g)
Other charges - specify: .................................................................................
$
.
c
$
.
c
$
.
c
Records consulted
Yes
Yes
Yes
No
No
No
8062 00 00
00 00
00 00
00 00
00
8070 00 00
8071 00 00
8072 00 00
00 00
00 00
00 00
00
8080 00 00
8081 00 00
8082 00 00
00 00
00 00
00 00
00
94
NOTES
19.8
This question is designed to collect all bank charges, including interest, on cheque accounts, as recorded on the
latest available bank statement only. Include all bank accounts of all household members. Do not include any
withdrawals that are neither bank charges nor interest charged. Also do not include residents’ withholding tax.
If an account has no charges at all, record the name of the bank and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If no statement is available, complete only bank and tick to show that records were not consulted.
If the respondent does not understand the codes used by the banks, suggest they check the back of bank statements
for their explanation. If they have difficulty offer to help them. If they are not explained anywhere, write the code in
‘other charges’ and specify the amount.
Record joint accounts once only.
In an account is both business and personal, ask the respondent what fraction of use is personal. Make a note of
this and record the charges as printed on the statement. If the respondent does not know what fraction is personal
just note that the card is partly used for business.
(b)
Closing date of last statement
The terms used to refer to this date vary across banks.
Examples are:
– the date of the ‘Opening balance’
– ‘Opening date’
– ‘Last statement date’
The date of the first transaction on the statement may be a more recent date. So do not record this date.
(c)
Closing date of this statement
The terms used to refer to this date also vary across banks.
Examples are:
– ‘Date’
– ‘Closing date of statement’
– ‘This statement dated’
– ‘Statement date’
This date is not always the date of the last transaction. Do not give the date of the last transaction.
(d)
Automatic payments
These are coded ‘AP’ on statements. As the fee is sometimes included in the payment, it is not always
possible to extract the fee from the payment.
We are only interested in automatic payments that are charged for. There is usually no charge for automatic
payments between accounts. Automatic payments in to and out of an account are usually charged for but not
always. Check with respondents which automatic payments out of their accounts are charged for.
Write in the total number of automatic payments charged for that are debited from the account. Do not
write in the amount of the fee for them. Include any other fees associated with the automatic payments under
‘other charges’ eg establishment fee, alteration fee.
(i)
Other charges
Include all other charges here. Record both dollars and cents.
Record fee rebates here and specify as a negative amount eg - $1.40
Sources of Finance
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
CREDIT CHARGES – continued
95
Office Use Only
Ask 19.8 if there are any cheque accounts (‘Yes’ to 19.3)
19.8
Can you look at the cheque account statement(s) and give me the following
details?
1
2
8140 00 00
3
8141 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
(f)
(g)
(h)
(i)
(j)
Line of credit fee/
Service commitment fee
(for overdraft facility)
8142 00 00
00 00
00 00
00 00
00
.
c
$
.
c
$
.
c
8150 00 00
8151 00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
Government cheque duty $
.
c
$
.
c
$
.
c
8152 00 00
00 00
00 00
00 00
00
8160 00 00
Other charges - specify: .................................................................................
8161 00 00
$
$
$
8162 00 00
Yes
Yes
Yes
Records consulted
No
No
00 00
No
00 00
00 00
00
4
5
6
8170 00 00
8171 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
8172 00 00
00 00
00 00
(f)
(g)
(h)
(i)
(j)
Line of credit fee/
Service commitment fee
(for overdraft facility)
00 00
00
.
c
$
.
c
$
.
c
8180 00 00
8181 00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
Government cheque duty $
.
c
$
.
c
$
.
c
8182 00 00
00 00
00 00
00 00
00
8190 00 00
Other charges - specify: .................................................................................
8191 00 00
$
$
$
Records consulted
Yes
Yes
Yes
No
No
No
8192 00 00
00 00
00 00
00 00
00
96
NOTES
19.9
This question is designed to collect all bank charges, including interest, on all bank accounts without cheques that
have charges. Record these charges from the latest available bank statement or a pass book. Include all bank
accounts of all household members. Do not include any withdrawals that are neither bank charges nor interest
charged. Also do not include residents’ withholding tax.
If an account has no charges at all, record the name of the bank and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If no statement or pass book is available, complete only ‘Bank’ and tick to show that records were not consulted.
If a respondent is using a pass book get them to check back one month from the date of the last transaction for
charges.
If the respondent does not understand the codes used by the banks, suggest they check the inside back cover of
pass books or the back of bank statements for their explanation. If they have difficulty offer to help. If they are not
explained anywhere, write the code under ‘other charges’ and specify the amount.
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note of this
and record the charges as printed on the statement. If the respondent does not know what fraction is personal just
note that the card is partly used for business.
Record joint accounts once only.
(b)
Closing date of last statement
In the case of pass books record a date one month before the last transaction.
On statements the terms used to refer to this date vary across banks.
Examples are:
– the date of the ‘Opening balance’
– ‘Opening date’
– ‘Last statement date’
The date of the first transaction on the statement may be a more recent date. So do not record this date.
(c)
(d)
Closing date of this statement
In the case of pass books record the date of the last transaction. However on statements the closing date is not
always the date of the last transaction. Therefore do not give the date of the last transaction on statements. The
terms used to refer to the closing date of the current statement vary across banks.
Examples are:
– ‘Date’
– ‘Closing date of statement’
– ‘This statement dated’
– ‘Statement date’
Automatic payments
These are coded ‘AP’ on statements. As the fee is sometimes included in the payment, it is not always
possible to extract the fee from the payment.
We are only interested in automatic payments that are charged for. There is usually no charge for automatic
payments between accounts. Automatic payments in to and out of an account are usually charged for but not
always. Check with respondents which automatic payments out of their accounts are charged for.
Write in the total number of automatic payments charged for that are debited from the account. Do not
write in the amount of the fee for them. Include any other fees associated with the automatic payments under
‘other charges’ eg establishment fee, alteration fee.
(h)
Other charges
Include all other charges here. Record both dollars and cents.
Record fee rebates here and specify as a negative amount eg - $1.40
Sources of Finance
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
CREDIT CHARGES – continued
97
Office Use Only
Ask 19.9 if there are any accounts without cheque books that have charges (‘Yes’ to
19.4)
19.9
Can you look at the savings or budget account statement(s) and give me the
following details.
If respondent is using a pass book ask them to check back 1 month from the date of
the last transaction for charges and give this date as ‘closing date of last statement’
8630 00 00
8631 00 00
1
2
3
8632 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
(f)
(g)
(h)
(i)
Line of credit fee/
Service commitment fee
(for overdraft facility)
00 00
00 00
00 00
00
8640 00 00
8641 00 00
.
c
$
.
c
$
.
c
8642 00 00
00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
00 00
00 00
00
8650 00 00
8651 00 00
Other charges - specify: .................................................................................
8652 00 00
$
$
$
Records consulted
Yes
Yes
Yes
00 00
No
No
No
00 00
00 00
4
5
00
6
8660 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
.
(f)
Line of credit fee/
Service commitment fee
(for overdraft facility)
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
8661 00 00
(g)
(h)
(i)
8662 00 00
00 00
00 00
00 00
c
$
.
c
$
.
c
8670 00 00
Other charges - specify: .................................................................................
$
$
$
Records consulted
00
Yes
Yes
Yes
No
No
No
8671 00 00
8672 00 00
00 00
00 00
00 00
00
8680 00 00
8681 00 00
8682 00 00
00 00
00 00
00 00
00
98
20.1
NOTES
Pension Schemes
Include contributions by respondents to schemes which are for other people (including those who live outside
the household), such as payments made by grandparents for an endowment policy for a grandchild.
Include mutual funds.
20.2
Type of Scheme
Record as follows:
Endowment
Life
Term
Job Super
General Super
Mutual Fund
Life and Super
– for an endowment policy
– for a whole-of-life policy
– for term insurance (cover for death within a specific number of years)
– for a job-related or employer-related superannuation scheme
– for a superannuation scheme not job specific or employer-related
– for a superannuation-type scheme known as a mutual fund
– for combined life insurance and superannuation
Person Who Paid
Enter the Person Number from the Household Questionnaire of the household member who paid the contribution.
20.3
Card O
Health or medical insurance (not for overseas travel)
Medical-care society
Sickness benefit fund
Dental benefit scheme
Friendly society
Welfare society
Accident insurance
Income protection insurance
Mortgage repayment insurance
20.4
Contributions to Schemes
Do not include schemes which the respondent ceased contributing to in the last 12 months.
CONTRIBUTIONS TO BENEFIT SCHEMES
99
Office Use Only
20.1
Do any of you currently contribute to a life insurance, superannuation or pension
scheme?
Yes
Go to Question 20.3
No
20.2
Would you please give me the following details about each person’s contribution –
Type of Scheme
20.3
Person
Who
Paid
Latest
Amount
Paid
Period
Covered
Records
Consulted
Yes
No
PER
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
Do any of you currently contribute to any of these schemes?
Show Card O (after finishing the question)
Yes
No
20.4
Go to Question 21.1
Would you please give me the following details for each scheme that you
contribute to –
Type of Scheme
Latest
Amount
Paid
(If scheme is of more than one type,
record both types on the same line)
Period
Covered
Records
Consulted
Yes
No
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
100
21.1
NOTES
Medical and Health Services
This question refers to direct, single payments of $100 or more made at any single point in time.
‘Hospital’ includes any institution where medical treatment is given.
The cost of travel and accommodation for medical-treatment purposes should be recorded in
–
Question 14.5 on Pages 65-69 for absences of 4 days or more;
–
Question 14.6 on Page 71 for absences of less than 4 days if a fare or accommodation payment was
$200 or more
21.3
Show Card P
Surgeon
Anaesthetist
Medical specialist
Dentist, orthodontist
Naturopath, osteopath
Optician, optometrist
Spectacles, contact lenses
Chiropractor
Acupuncturist
Psychologist
Psychiatrist
Podiatrist, chiropodist
Private hospital
Rest home
Maternity home
Medical appliance
Hearing aid
Wheelchair
Other medical or health service (eg faith healer, iridologist, colour therapist)
21.5
Refunds
Record all refunds received in the last 12 months, regardless of the amount and regardless of when the
payments to which the refunds relate were made.
MEDICAL AND HEALTH SERVICES
101
Office Use Only
21.1
In the last 12 months, did any member of this household pay an account of $100
or more for –
Yes
•
•
•
21.2
visits to a doctor, dentist, or optician?
...
...
No
...
hospital, nursing home, or convalescent-home services?
any other medical or health service?
...
...
...
If all answers to Q21.1 are ‘No’, then go to Q21.3 below. Otherwise ask:
For each such payment, would you please tell me the –
Amount
Paid
Type of Service
21.3
Month
Paid
Records
Consulted
Yes
No
MP
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
Is there anything on this card that you may have forgotten?
Show Card P (after finishing the question)
Yes
Record details in Q21.2 above
No
21.4
In the last 12 months, did any of you receive any money by way of refund of
hospital, medical, dental, or optical payments?
Yes
No
21.5
Go to Question 22.1
Would you please give me the following details for each such refund –
Amount
Received
Type of Service
Month
Received
Records
Consulted
Yes
No
MR
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
102
22.2
NOTES
Type of Eating Place
For restaurants in hotels, motels or other complexes, record the type of eating-place as ‘Hotel’, ‘Motel’ etc.
Record ‘Restaurant’ for licensed and unlicensed restaurants that are not part of a larger complex.
Amount Paid
Include the cost of drinks.
If the cost of the meal was shared with members of another household, record only if respondent’s household’s
share was more than $100.
22.4
Type of Drink Bought
Record as ‘Beer’, ‘Wine’, ‘Spirits’, or ‘Liqueur’.
Separate the cost of combined purchases of beer, wine, spirits and liqueurs into its components, using the
respondent’s best estimate if necessary. Record only those components which cost $200 or more.
Kind of Outlet
Record as ‘Wholesale’, ‘Hotel’, ‘Club’, ‘Vineyard’, ‘Wine Shop’, ‘Supermarket’ etc.
103
DINNER AND DRINKS
Office Use Only
22.1
In the last 12 months, did any member of this household pay a bill of $100 or
more for dinner at a restaurant, hotel, or other eating-place?
Yes
No
22.2
Go to Question 22.3
For each such payment, would you please tell me the –
22.3
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Yes
No
ST MP
In the last 12 months, did any of you buy –
Yes
•
•
•
22.4
Records
Consulted
Month
Paid
Amount
Paid
Type of Eating Place
more than $200 worth of beer at any one time?...
...
more than $200 worth of wine at any one time?
...
more than $200 worth of spirits at any one time?...
...
No
If all answers to Q22.3 are ‘No’, then go to Q23.1 below. Otherwise ask:
For each such purchase, would you please tell me the –
Type of
Drink
Bought
What Kind of Outlet
Was it Bought From?
Amount
Paid
Month
Paid
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Records
Consulted
Yes
No
ST MP
104
23.1
NOTES
Dues
Exclude fees paid by an employer or own business.
Include fees for Jockeys Licence, Commercial Pilots Licence, Public Trainers Licence, Nurses Practising
Certificate, etc. where paid as a private expense.
23.3
Miscellaneous Payments
Exclude items purchased whilst overseas, but include items purchased from overseas by mail-order.
Do not record a grocery bill of $200 or more, but do record any single item of groceries (eg a side of beef)
which cost $200 or more.
23.4
Store-type
For items purchased from overseas by mail-order, record ‘Overseas M/O’.
105
MISCELLANEOUS PAYMENTS
Office Use Only
23.1
Do any of you pay union dues, professional society subscriptions, or professional
licence fees?
Yes
No
23.2
For each such payment, would you please tell me the –
Person
No.
23.3
Go to Question 23.3
Latest
Amount
Paid
Nature of Payment
Period
Covered
Records
Consulted
Yes
No
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
In the last 12 months, have any of you made any single payments of $200 or
more for any item or service not already mentioned?
Yes
No
23.4
Go to Question 23.5
For each such purchase, would you please tell me the –
If an Item, ask:
Item or Service
Paid For
23.5
Amount
Paid
What Type of Shop Was
The Item Bought From?
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Is there anything on this card that you may have forgotten?
Show Card Q (after finishing the question)
Yes
No
Month
Paid
Record details in Q23.4 above
Records
Consulted
Yes
No
ST MP
106
GENERAL NOTES FOR
NOTES
THIS QUESTIONNAIRE
1.
Wherever applicable, include items purchased from overseas by mail-order.
2.
In the case of rent, rates and insurance payments covering the dwelling and either a farm or business, record
the amount paid even if paid out of the farm’s or business’ funds.
3.
Record amounts only in whole dollars, unless note on opposite page specifies cents as well. (see pages 8697).
4.
Include GST in the amount recorded for the cost of goods and services.
5.
Record month paid, but be more precise when the month of payment last year is the same as the current
survey month.
EDITING CHECK-LIST FOR INTERVIEWER
1.
Does this questionnaire have the correct Reference Numbers (no transposed digits or wrongly repeated
digits)?
2.
Are the digits in the boxes on the front cover clear and unambiguous?
3.
Have all the ‘go to’ directions been followed correctly?
4.
Have all the questions and relevant parts of the questionnaire been answered?
5.
Are all money amounts clearly written, with commas in their positions?
6.
Have 4-weekly and calendar-month periods been correctly distinguished?
7.
Are there any obscure abbreviations on Pages 75, 95 or 101 (Q23.2)? If so, expand them.
8.
Are all store-type descriptions specific for items purchased in New Zealand? Trading names of nation-wide
stores are acceptable, as is ‘Wholesale’, but in all other cases the type of store should be recorded. Do not
record ‘Retail’.
9.
For each amount paid on time-payment with interest, check that the amount of each instalment, multiplied by
the number of instalments required, exceeds the amount borrowed (viz., cash price, minus any trade-in amount,
minus cash deposit).
10.
If you have whited or crossed out something (especially complete entries) then add a brief note to explain the
deletion (eg ‘outside recall’, ‘revised after records checked’, ‘business paid’, ‘bought whilst overseas’).
11.
Explain all unusual or large values.
107
SALES, REFUNDS AND REIMBURSEMENTS
Office Use Only
24.1
In the last 12 months, did any of you obtain $100 or more from the sale of any
item not already mentioned?
Yes
No
24.2
Go to Question 24.3
For each item sold, would you please tell me the –
24.3
Month
Sold
Amount
Received
Item Sold
MS
$
/
00
(–)
$
/
00
(–)
In the last 12 months, did you receive any money or vouchers by way of refunds
from insurance claims.
Yes
No
24.4
Go to Question 24.5
For each claim paid, would you please tell me the –
Type of Policy Claimed Against
(eg Motor Vehicle; Houseowner’s; Personal Effects)
24.5
Amount
Received
Month
Received
Records
Consulted
Yes
MR
No
$
/
00
(–)
$
/
00
(–)
In the last 12 months, did you receive any refunds of money, other than for
medical, dental or optical expenses?
Yes
No
24.6
Go to Question 24.7
For each claim paid, would you please tell me the –
24.7
Month
Received
Amount
Received
Nature of the Expenses Refunded
Records
Consulted
Yes
$
/
00
(–)
$
/
00
(–)
Of the expenditure recorded in this questionnaire –
Yes
•
•
No
was any or will any be charged as a business expense?
was any or will any be reimbursed by an employer or by a
member of another household? ...
...
...
...
If all answers to Q24.7 are ‘No’, End of Questionnaire. Otherwise ask:
24.8
For each such expense, would you please tell me the –
Nature of the Expenses
Charged/Refunded/Reimbursed
MR
No
Amount
Received
or Charged
Month
Received
or Charged
$
/
$
/
$
/
End of Questionnaire
Records
Consulted
Yes
No
CONTENTS
NOTES
108
Page
Tick or Incomplete
3
Section
Changes in Household Membership
___________
5
Dwelling Characteristics
___________
7,9
Rented Dwelling
___________
11,13
Owner-occupied Dwelling
___________
15
Mortgages and Loans For Purchase of This Property
___________
17
Payments For Other Properties
___________
19
Mortgages and Loans For Purchase of Other Properties
___________
21
Construction of New Dwellings
___________
23
Purchase of Land and Buildings
___________
25
Sale of Land and Buildings
___________
27,29,31,33
Home Maintenance, Renovations, Improvements, Alterations
___________
35,37,39,41,43,45,47,49
Household Operation
___________
53,55,57,59,61,63
Transportation
___________
65,66,67,68,69,71
New Zealand Travel
___________
73
Overseas Travel
___________
75,77
Clothing and Footwear
___________
79,81,83,85
Education, Recreation, Sport and Culture
___________
87,89
Other Mortgages and Loans
___________
91,93,95,97
Credit Charges
___________
99
Contributions to Benefit Schemes
___________
101
Medical and Health Services
___________
103
Dinner and Drinks
___________
105
Miscellaneous Payments
___________
107
Sales, Refunds and Reimbursements
S
1
Reference Number
Source Document
For Interviewer Use
HOUSEHOLD ECONOMIC
SURVEY
EXPENDITURE QUESTIONNAIRE
Interviewer’s Name: .........................................................................................................................
Recall period: From ........../....../...... to ........../....../......
Interviewer
Edit
Initials
Date
IN CONFIDENCE
01
2
NOTES
1.1
Persons Who Joined
Include a baby born in the last 12 months to a household member.
Tick the ‘No’ box where the entire household had moved from a previous residence to this one in the last
12 months (the household did not form a new household when it moved: it simply changed its location).
1.2
Joining/Forming
A household is formed when one or more people who previously lived with other people in one or more
households become a household in their own right. For example, a newly married couple who each lived with
their parents until their marriage, and who now live together alone, formed a household.
A household is not formed when, for example, a couple marry and the wife moves into the dwelling which her
husband previously occupied. In that case, she joins her husband’s household.
This question can serve to alert you to the possibility of wedding expenses, maternity hospital fees, removal
expenses, etc, occurring later in the questionnaire.
1.3
Persons Who Left
Include household members who died or who otherwise permanently left the household in the last 12 months.
1.4
This question can serve to alert you to the possibility of wedding expenses, funeral expenses, etc, occurring
later in this questionnaire.
3
CHANGES IN HOUSEHOLD MEMBERSHIP
Office Use Only
Office Use
Diary Start-date
1.1
1.2
Did anyone living here now join (or form) the household in the last 12 months?
Yes
1
No
2
1.4
7930 00 00
Go to Question 1.3
Would you please tell me which people joined (or formed) the household, and the
month in which each of them joined (or formed) it.
Person No.
1.3
7927 00 00
Month of Joining
7931 00 00
Have any people left this household in the last 12 months?
Yes
1
No
2
7960 00 00
Go to Question 2.1
Would you please give me the relationships of those people to the Householder,
and the month in which each person left.
Relationship to
Householder
Month of Leaving
7961 00 00
4
NOTES
2.1
Type of Dwelling
Indicate type of dwelling as stated by respondent.
For dwellings attached to or part of a business or shop the main purpose of the structure must be for a
business or shop eg a flat attached to a dairy or a caretakers residence. It does not apply to a dwelling on a
farm.
‘Dwellings that may fall into categories 2 – 5 include flats, units, bedsits, townhouses, apartments and houses.’
2.2
Rooms
Enter a number in each box, from ‘0’ for none.
Exclude any rooms occupied by another household, but include any rooms shared with other households.
For a dwelling built in the open-living or split-level style, count room equivalents.
Count a kitchen, but not a kitchenette. A kitchenette is a small area or alcove in a larger room. It would rarely
be found in a house, but would often be part of a bed-sitting room.
A bed-sitting room should be specified as such under ‘Other rooms’.
A detached bedroom (including a caravan used as such) adjacent to a private dwelling should be counted as
a bedroom of the dwelling.
2.3
Year of Occupancy
If the dwelling was first occupied by this household within the last twelve months, then remember to prompt for
(a) bonds and administration costs if the property is rented, or (b) purchase details of this property and possibly
sale details for a previous property, later in the questionnaire.
2.5
Tenure
Where a farmer or other business-person has formed a limited-liability company, and the company owns the
dwelling, record tenure as ‘Rent’ or as ‘Rent-free’, depending on whether or not the person pays rent to the
company for the use of its dwelling. In Question 3.1 overleaf, tick the ‘Employer-private’ box for such cases.
Where a dwelling is jointly owned by the occupier and by a person such as an ex-spouse who is not a member
of this household, record tenure as:
(i) ‘Rent-free’ if the occupier pays neither rates, house insurance, nor mortgage repayments;
(ii) ‘Privately own it with mortgage’ if the occupier pays mortgage repayments;
(iii) ‘Privately own it without a mortgage’ if the occupier pays rates and/or house insurance, but not mortgage
repayments.
Where a dwelling is owned by a family trust, record tenure as:
(i) ‘Pay rent for this dwelling’ if the occupier pays rent to the trust;
(ii) ‘Privately own it with a mortgage’ if the occupier pays mortgage repayments;
(iii) ‘Privately own it without a mortage’ if the occupier doesn’t pay rent or mortgage repayments.
5
DWELLING CHARACTERISTICS
Office Use Only
2.1
What type of dwelling is this?
Separate house
...
...
...
...
...
1
...
...
2
One of three or more flats or houses joined together,
in 1 or 2 storey building ...
...
...
...
...
3
One of three or more flats or houses joined together,
in a 3 or more storey building
...
...
...
...
4
Flat or house, joined to or part of a business or shop
...
5
Bach crib, or other holiday home ...
...
6
One of two flats or houses joined together...
2.2
...
...
8000 00 00
How many of each of the following rooms are available in this dwelling for your
household’s use?
Number
...
...
...
...
...
1
8001 00 00
...
...
...
...
...
2
8002 00 00
Dining room or dining area...
...
...
...
...
3
8003 00 00
Kitchens
Bedrooms ...
...
Lounges or living rooms
...
...
...
...
...
...
...
4
8004 00 00
Bathrooms ...
...
...
...
...
...
...
5
8005 00 00
Separate toilets
...
...
...
...
...
...
6
8006 00 00
Laundries
...
...
...
...
...
...
7
8007 00 00
...
Other rooms (specify): ......................................................
8
8008 00 00
...........................................................................................
Total
2.3
9
Year: ................
8012 00 00
Which of you is the owner, or is responsible for renting this dwelling?
8013 00 00
Person Number(s): .......................
2.5
8009 00 00
In what month and year did your household first occupy this dwelling?
Month: .........................
2.4
...
Does your household -
Pay rent for this dwelling? ...
...
...
1
Go to Question 3.1
Live here rent-free?...
...
...
2
Go to Question 3.1
Privately own it with a mortgage? ...
...
3
Go to Question 4.1
Privately own it without a mortgage?
...
4
Go to Question 4.1
...
8014 00 00
6
NOTES
3.1
Landlord
‘Local authority’ includes a city council, district council, etc. (generally a body whose members are elected by
the public at local body elections).
The following are State-owned enterprises:
AgriQuality New Zealand
Airways Corporation
Asure New Zealand
ECNZ Residual Limited
Genesis Power
Landcorp
Meridian Energy
Met Service
Mighty River Power
NZ Post
NZ Railways Corporation
Solid Energy New Zealand
Television New Zealand
Timberlands West Coast
Transpower New Zealand
These should be included in Other Central Government Agency.
Other Central Government Agency
Any other State owned Corporation, State Owned Enterprise, Government Department or Ministry should be
included in ‘Other Central Government Agency’.
3.2
Unfurnished
This means that the landlord provided no beds, no tables, no chairs, no refrigerator, and no clothes-washing
machine.
3.4 (a)
Rent Payment
Encourage reference to receipts or rent-book.
In the case of rent covering the dwelling and either a farm or business, record the amount paid for the property,
even if paid out of the farm’s or business’ funds. At the processing stage, a proportion of the amount recorded
will be allocated to private expenditure for such cases.
3.6
Latest Premium
Record details from the latest account received.
3.7
Premium Coverage
If the premium covers something else apart from contents, then record the extra items covered (eg vehicles).
7
RENTED DWELLING (INCLUDING RENT-FREE)
Office Use Only
3.1
Which organisation or person is this dwelling rented from?
Private Person
3.2
...
...
...
...
...
...
1
Private Trust/Family Trust ...
...
...
...
...
2
Local Authority or City Council
...
...
...
...
3
Housing New Zealand
...
...
...
...
4
Other Central Government Agency
...
...
...
5
Business or Other Organisation ...
...
...
...
6
Don’t Know ...
...
...
...
...
...
...
7
Not Specified
...
...
...
...
...
...
9
...
8100
8100 00 00
Is this dwelling rented on an unfurnished basis?
3.3
Yes
1
No
2
8100
8101 00 00
If rent-free, then ask:
Is the dwelling owned by a family trust, or company formed by the occupier?
1
No
2
3.4
Yes
8100
8102 00 00
Go to Question 3.5
(a) What was the latest amount of rent paid for this dwelling?
Latest
Amount Paid
Period
Covered
Records
Consulted
Month Paid or
Payable
Yes
$
No
MP
8100
8103 00
/
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that rent payment include rent for the business premises?
3.5
1
No
2
8100
8104 00 00
Do you pay an insurance premium for the contents of this dwelling?
3.6
Yes
1
No
2
8100
8111 00 00
Go to Question 3.8
What was the amount of the latest premium for that policy?
Amount of
latest premium
$
3.7
Yes
Is that Amount An
Instalment, or is it
The Annual Amount?
Inst.
If an Instalment:
How Many Instalments
Are Paid Per Year?
Month
Paid or
Payable
Ann.
Does the policy cover anything else apart from contents?
Yes
No
Specify: .........................................................
/
Records
Consulted
Yes
No
MP
8100
6425 00
8100 00
8
NOTES
3.8
Rates
Property rates are sometimes paid by the occupants of rent-free dwellings.
Separate water rates can be paid either for excess water or for total water usage. Do not regard the watersupply component of property rates as separate water rates.
3.9
Annual Amount Paid or Payable
Record details from the latest demand received.
Record the annual amount, not the amount of an instalment. If paid by instalment, then for ‘Month Paid or
Payable’ record the month that the latest instalment was paid or is payable.
3.10
Lump Sum Payments
Include payment of deposits, land agent’s fees, etc.
3.12
Refunds
Include all such refunds received in the last 12 months, even if the original payment occurred more than
12 months ago.
RENTED DWELLING (INCLUDING RENT-FREE) – continued
9
Office Use Only
3.8
3.9
In the last 12 months, did you pay any property rates or separate water rates for
this property?
Yes
1
No
2
8100
8112 00 00
Go to Question 3.10
For each such payment, would you please tell me the –
Annual Amount
Paid or
Payable
Type of Rate
3.10
3.11
3.13
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
In the last 12 months, was any bond, administration charge, or other lump-sum
payment made in connection with the renting of this property or any other property
rented by you in the last 12 months?
Yes
1
No
2
8100
8113 00 00
Go to Question 3.12
For each such payment, would you please tell me the –
Amount
Paid
Type of Payment
3.12
Month
Paid or
Payable
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
Have you had refunds of any of those kinds of charges in the last 12 months?
8115 00 00
Yes
1
No
2 Go to Question 6.1
For each such refund, would you please tell me the –
Amount
Received
Item
Month
Received
Records
Consulted
Yes
No
MR
$
/
8100 00
(–)
$
/
8100 00
(–)
Go to Q6.1
10
4.2 (a)
NOTES
Rates
If the household has recently shifted to this property and has not yet received a rate demand there, then
record details of the latest rate demand for their previous property (if owned by them).
If rates are paid by instalment, then record the amount of the latest instalment paid or payable (less any
discount for early payment, beneficiaries, etc, plus any penalties for late payment), and determine the number
of instalments to be paid per year (these vary between councils from 1 to 12). However, the ‘per annum’
amount may be recorded instead if it is more readily available.
If rates were paid as an annual lump-sum, or if a recent rate demand is to be paid as a lump-sum amount, then
record the amount paid or payable, less any discount for lump-sum payment.
In the case of rates covering the dwelling and either a farm or business, record the amount demanded for the
property, even if paid out of the farm’s or business’ funds. At the processing stage, a proportion of the amount
recorded will be allocated to private expenditure for such cases.
In some areas regional councils issue rate demands separate from, and additional to, local council rates.
Record these in Q4.4.
4.3
4.4
Rateable value (this used to be called government valuation) is the rating valuation of your property. This is
shown on the last Rates Assessment notice from your local authority. You can include valuations from Quotable
Value.
Water Rates
Include rates paid for excess or total water usage and which are not included in the amount recorded in
Q4.2 (a).
Note that payments are to be made to a rating authority. Do not record payments for rates made to body
corporates, retirement villages, etc.
4.6
Other Outgoings
Ground rent is paid when the dwelling is owner-occupied but the land on which it stands is rented or leased.
Easement is a right-of-way over another’s ground.
Lump sum payments to body corporates, retirement villages, etc which cover rates, insurance, maintenance
payments etc can be recorded here.
4.7
Annual Amount Paid
Record the annual amount, not the amount of an instalment. If paid by instalment, then for ‘Month Paid’ record
the month that the latest instalment was paid or is payable.
11
OWNER - OCCUPIED DWELLING
Office Use Only
4.1
Was this dwelling new, or had it been previously occupied, when you acquired it?
New
...
...
1
Previously occupied
4.2
8100
8120 00 00
2
(a) What was the amount of the latest rate demand for this property?
If an Instalment:
Is that Amount An
Amount of
latest demand
Instalment, or is it
The Annual Amount?
$
Inst.
How Many Instalments
Are Paid Per Year?
Records
Consulted
Month
Paid or
Payable
Ann.
Yes
No
8100
MP
8124 00
/
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that payment include rates for the business premises/farm?
4.3
Yes
1
No
2
8100
8125 00 00
(a) What is the current rateable value of this property?
Land Value
Improvements
$
Total Value
$
Year of Valuation
8121 00 00
8122 00 00
$
Records Consulted
Yes
8123 00 00
No
8126 00 00
(b) If flat or house joined to or part of a business or shop, or a dwelling on a farm,
ask:
Did that valuation include the business premises/farm?
4.4
4.5
Yes
1
No
2
8100
8127 00 00
Were any other payments made to a rating authority (such as water rates, rates to
a water board or separate regional council rates)?
Yes
1
No
2 Go to Question 4.6
8100
8128 00 00
For each such payment, would you please tell me the –
Annual Amount
Paid or
Payable
Nature of Payment
Month
Paid or
Payable
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
8100 00
4.6
4.7
Are there any other outgoings, such as ground rent, property maintenance
premiums, or easements?
Yes
1
No
2 Go to Question 4.8
8100
8133 00 00
For each such payment, would you please tell me the –
Annual Amount
Paid
Nature of Outgoing
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
12
4.9
NOTES
Amount of Latest Premium
Record details from the latest account received.
The ‘per annum’ amount may be recorded from premiums paid by instalment if it is more readily available than
the latest instalment paid or payable.
4.10
Amount of Latest Premium
Record details from the latest account received.
The ‘per annum’ amount may be recorded for premiums paid by instalment if it is more readily available than
the latest instalment paid or payable.
In the case of insurance covering the dwelling and either a farm or business, record the premium even if paid
out of the farm’s or business’ funds. At the processing stage, a proportion of the amount recorded will be
allocated to private expenditure for such cases.
OWNER - OCCUPIED DWELLING – continued
13
Office Use Only
4.8
Is there a separate insurance policy for the contents of this dwelling?
4.9
Yes
1
No
2 Go to Question 4.10
8100
8135 00 00
What was the amount of the latest premium for that policy?
Instalment, or is it
The Annual Amount?
$
4.10
If an Instalment:
Is that Amount An
Amount of
latest premium
Inst.
Month
Paid or
Payable
How Many Instalments
Are Paid Per Year?
Ann.
Records
Consulted
Yes
No
8100
MP
6425 00
/
(a) What was the amount of the latest fire or comprehensive insurance premium
for this dwelling?
Amount of
latest premium
$
Is that Amount An
Instalment, or is it
The Annual Amount?
Inst.
If an Instalment:
How Many Instalments
Are Paid Per Year?
Ann.
Month
Paid or
Payable
Records
Consulted
Yes
Tick if No
Insurance
No
MP
8100
8130 00
/
Go to
Q5.1
(b) What does that premium cover?
Buildings only ...
...
Buildings and contents
...
1
...
2
Buildings, contents, and vehicles
3
Farm Pack
4
...
...
...
8100
8131 00 00
(c) If a combined dwelling and business premises, or if a dwelling on a farm, ask:
Did that premium cover insurance on the business premises/farm buildings?
Yes
1
No
2
8100
8132 00 00
14
NOTES AND EDIT CHECK
5.1
Mortgages and Loans
Include all kinds of loans obtained for the purpose of purchasing the property, whether or not they are secured
against the property, but provided that they are still to be paid off.
Include loans against insurance policies; loans on the security of other assets; lease with option to purchase;
loans secured by deferred payment licence; unregistered loans; and bridging finance; provided that they are
still to be paid off.
Include refinanced mortgages and loans, provided that the original mortgage or loan related to the purchase
of the survey dwelling.
5.3
‘...’ means the number of mortgages and loans recorded in Q5.2.
5.4
‘...’ means the number of mortgages and loans recorded in Q5.3.
5.4 (a)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(b)
Type of Mortgage or Loan
See Interviewer Manual for details of the different types of mortgages.
For Revolving Credit mortgages it is important that the ‘Amount originally borrowed’ to buy this property or pay
it off and ‘Principal outstanding’ is obtained.
Please refer to the Interviewer Manual for additonal information about revolving credit
mortgages.
(c)
Amount Borrowed
Do not include any Family Benefit capitalisation in this amount.
(d)
EDIT CHECK
Check year mortgage/loan taken out against year of occupation at Q2.3. Query any difference.
(e)
Current Interest Rate
Record the Penalty Rate if that rate currently applies.
(f)
Term
Record the full term (including any extension to the original term), not the remaining term.
(g)
Latest Payment
Do not include any lump-sum principal repayments that may have been paid with the last regular payment.
(h)
(k)
(m–p)
(p)
If the latest payment includes more than just mortgage payments (such as insurance premiums or Building
Society share payments as well ), then record the total amount of the latest payment in (g) and the MORTGAGE
component beneath it in the (h) box, with brackets around the component.
Period Covered
If ‘one month’, then record as “4 weeks” or “calendar month”, as appropriate.
Principal Outstanding
If respondent has received a recent statement which gives the amount of principal outstanding on the mortgage
or loan, or if (s)he is able to estimate the amount reasonably accurately, then record the amount. Otherwise,
enter ‘DK’ (for don’t know): do not ask the respondent to obtain a special statement, or to go to any trouble, to
obtain the information.
Do not ask these questions if the mortgage is revolving credit.
Purpose of Extra Money
Record only the main purpose (eg purchase of car, house extension, re-carpeting, erection of garage).
nIf the money was spent in the recall year, then ensure that the expenditure is recorded in the
nappropriate section of this questionnaire.
MORTGAGES AND LOANS FOR PURCHASE OF THIS PROPERTY
No.
Office Use Only
5.1
Including privately arranged loans, how many mortgages and loans
on this property are still to be paid?
...
...
...
...
If ‘0’, go to 8100
8200 00 00
Q6.1
5.2
How many of those mortgages and loans were taken out to buy this
property or to pay it off? ...
...
...
...
...
...
If ‘0’, go to
Q6.1
5.3
And how many of those ............ mortgages and loans are being paid
off by a member of this household?
...
...
...
...
If ‘0’, go to
8211 00 00
Q6.1
MP
8210 00 00
For each of those ............ mortgages and loans, and commencing with the main
one, would you please tell me –
8212 00 00
8213 00 00
Mortgage or Loan
1
(a) Who was the lender?
(Use codes opposite)
8214 00 00
3
2
4
8215 00 00
1
0
Mortgage
(b) Type of mortgage or loan
8216 00 00
00
1
(c) What was the amount
originally borrowed?
2
(d) In what month and year was
the mortgage taken out?
3
(e) What was the interest rate
applying to latest payment?
4
2
1210 00
3
8221 00 00
4
8220 00 00
8222 00 00
$
$
$
$
8223 00 00
/
/
/
8224 00 00
/
%
%
%
%
years
years
years
years
(g) Amount of latest payment
$
$
$
8231 00 00
/
(i) Month latest payment was made
/
/
/
(j) Lump-sum principal repayments
made in the last 12 months
$
$
$
$
(k) Principal outstanding
$
$
$
$
8230 00 00
8232 00 00
8233 00 00
8234 00 00
(l) Month and year outstanding
principal calculated
/
(m) Has the amount originally
borrowed been increased at all
since the loan was first taken out?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
8235 00 00
8236 00 00
00
If (m) is ‘No’, go to Q6.1, Else ask:
1212 00
(n) How much has the original principal
been increased by since the loan
was first taken out?
$
$
$
$
8241 00 00
8240 00 00
(o) In what month and year was the
extra money obtained?
/
6
/
/
/
1
8242 00 00
8243 00 00
2
8244 00 00
3
8245 00 00
4
Records consulted
00
1211 00
$
(h) Period covered by that payment
(p) For what purpose was the
extra money obtained?
8225 00 00
8226 00 00
5
(f) Term of mortgage or loan
Mortgage
5.4
8246 00 00
Yes
Yes
Yes
Yes
No
No
No
No
00
1213 00
15
16
NOTES
6.1
Payment for Other Properties
Include payments connected with timeshare properties.
6.2
Properties Owned
Include any property (such as a holiday bach) that is owned by and used by the household, but that is
occasionally rented out by the household to others.
Also include properties not used by this household but for which rates, insurance or mortgage repayments are
paid by a member of this household on behalf of the occupants of the other properties. An example is an
ex-husband in this household who pays one or more of those items for the property occupied by his ex-wife.
Do not include properties used for mainly business or investment purposes.
6.3 (b)
Type of Property
Watch for owned buildings on leasehold sections. Use separate columns for buildings and land in such cases.
6.4
Latest Account
Record details from the latest account received. If that account has not yet been paid, then enter month of
interview for Month Paid.
6.4 (a)
Rent Paid
Include rent paid for garage, parking space, etc, that is not included in Q3.4 (a) for the respondent’s dwelling.
6.4 (b)
Rates
Number of instalments per annum can be from 1 to 12. If more than one, then encourage reference to latest
Rate-assessment Notice for actual Number.
6.4 (c)
Insurance on Building
If insurance payment was for buildings and contents combined, then bracket (c) and (d), and enter details in
(d).
6.4 (g)
Telephone
Record details from the latest Telecom, TelstraClear, and/or any other telephone service account received for
the property concerned. Include rental, toll charges, GST, and any other item on the account.
6.4 (h)
Other Payments
If property is rented or leased, or is a timeshare (see Q6.3 (c)), then prompt for any bond, administration
charge, or other lump-sum payment in connection with renting the property.
PAYMENTS FOR OTHER PROPERTIES
17
Office Use Only
6.1
Do any members of this household currently pay rent, rates, insurance, timeshare,
or mortgage repayments for any other land or buildings, including garages?
MP
8300 00 00
Yes
No
6.2
8311 00 00
Go to Question 8.1
8312 00 00
Ignoring properties that you rent out to others for more than one month a year, how
many separate properties do you pay those items for?
1002 00
Number: .................. IF NONE, GO TO QUESTION 8.1
6.3
1301 00
00
For each such property, would you please tell me the –
00
1
Property Numbers
2
4
3
2000 00
(a) Type of property
2001 00
(b) Does the property consist of
land only, buildings only, or
both land and buildings?
1
(c) Is the property rented or
leased, owned with a
mortgage or loan, or
owned outright?
6.4
Land
1 Land
1 Land
1 Land
1 2894 00
Bldgs
2 Bldgs
2 Bldgs
2 Bldgs
2
Both
3 Both
3 Both
3 Both
3
R/L
1
1 R/L
1 R/L
1
2
R/L
Rent Paid –
2 O/ML
2 O/ML
2 O/ML
2
O/O
3 O/O
3 O/O
3 O/O
3
(c) Insurance on
Building –
$
Amount
/
/
$
/
$
/
$
8332 00 00
/
/
$
/
$
/
$
1301 00
00
$
00
/
$
/
$
/
$
/
$
2894 00
/
$
/
$
/
$
/
$
8341 00 00
Period Covered
Month Paid or Payable
(f) Gas –
Amount
/
$
/
$
/
$
/
1301 00
Month Paid or Payable
Amount
/
$
/
$
/
$
/
$
2000 00
/
/
/
/
(h) Other (specify): .........................
2001 00
2894 00
$
$
$
$
Period Covered
Month Paid
00
00
Period Covered
Month Paid or Payable
Amount
8342 00 00
1002 00
$
Period Covered
(g) Telephone –
2000 00
2001 00
Period Covered
Amount
2000 00
8331 00 00
$
Period Covered
Amount
00
1002 00
Month Paid
or Payable
Amount
00
2001 00
$
No. of instalments p.a.
Month Paid or Payable
(e) Electricity –
$
1301 00
2894 00
Month Paid or Payable
(d) Insurance on
Contents –
$
Period
Covered
Month
Paid
(b) If Q6.3(c) is ‘O/ML’
or O/O ask:
Rates –
Amount
8322 00 00
1002 00
O/ML
Would you please give me the details of your household’s latest account for the
following items for each property –
(a) If Q6.3(c) is ‘R/L’,
ask:
8321 00 00
/
/
/
/
18
NOTES AND EDIT CHECK
7.1
Mortgages and Loans
Enter a number in the box, from ‘0’ for none.
Include all kinds of loans obtained for the purpose of purchasing the property, whether or not they are secured
against the property, but provided that they are still to be paid off.
Include loans against insurance policies; loans on the security of other assets; lease with option to purchase;
loans secured by deferred payment licence; unregistered loans; and bridging finance; provided that they are
still to be paid off.
Include refinanced mortgages and loans, provided that the original mortgage or loan related to the purchase
of the property concerned.
7.4 (a)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
EM –
RUR – Rural Bank
ASB Bank
FC –
TSB – Taranaki Savings Bank
Bank Direct
FO –
TB – Trust Bank
Bank of New Zealand
GD –
UB – United Bank
Citibank
HC –
WPT – WestpacTrust Banking Corp
Countrywide Banking
IC –
WPC – Westpac Banking Corp
Hong Kong Bank
MOR –
SPB – Superbank
Hong Kong & Shanghai
NZHL –
BS – Building Society
Banking Corp
PS –
PSIS – Public Service Invest. Soc.
Kiwibank
ST –
AMP – AMP Financial Services
National Australia Bank
OS –
ERGO – ERGO
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(b)
Type of Mortgage or Loan
See Interviewer Manual for details of the different types of mortgages.
For Revolving Credit mortgages it is important that the ‘Amount originally borrowed’ to buy this property or pay
it off and ‘Principal outstanding’ is obtained.
nPlease refer to the Interviewer Manual for additonal information about revolving credit
mortgages.
(c)
Amount Borrowed
Do not include any Family Benefit capitalisation in this amount.
(e)
Current Interest Rate
Record the Penalty Rate if that rate currently applies.
(f)
Term
Record the full term (including any extension to the original term), not the remaining term.
(g)
Latest Payment
Do not include any lump-sum principal repayments that may have been paid with the last regular payment.
If the latest payment includes more than just mortgage payments (such as insurance premiums or Building
Society share payments as well ), then record the total amount of the latest payment in (g) and the MORTGAGE
component beneath it in the (h) box, with brackets around the component.
(h)
Period Covered
If ‘one month’, then record as “4 weeks” or “calendar month”, as appropriate.
(k)
Principal Outstanding
If respondent has received a recent statement which gives the amount of principal outstanding on the mortgage
or loan, or if (s)he is able to estimate the amount reasonably accurately, then record the amount. Otherwise,
enter ‘DK’ (for don’t know): do not ask the respondent to obtain a special statement, or to go to any trouble, to
obtain the information.
(m–p)
(p)
Do not ask these questions if the mortgage is revolving credit.
Purpose of Extra Money
Record only the main purpose (eg purchase of car, house extension, re-carpeting, erection of garage).
nIf the money was spent in the recall year, then ensure that the expenditure is recorded in the
nappropriate section of this questionnaire.
MORTGAGES AND LOANS FOR PURCHASE OF OTHER PROPERTY
No.
Office Use Only
7.1
Including privately arranged loans, how many mortgages and loans
on those other properties are still to be paid off?
...
...
If ‘0’, go to 8100
8400 00 00
Q8.1
7.2
How many of those mortgages and loans were taken out to buy the
properties concerned or to pay them off?
...
...
...
If ‘0’, go to
Q8.1
7.3
And how many of those ............ mortgages and loans are being paid
off by a member of this household?
...
...
...
...
If ‘0’, go to
8411 00 00
Q8.1
MP
8410 00 00
For each of those ............ mortgages and loans, would you please tell me –
8412 00 00
8413 00 00
Mortgage or Loan
1
(a) Who was the lender?
(Use codes opposite)
8414 00 00
3
2
4
8415 00 00
1
0
Mortgage
(b) Type of mortgage or loan
8416 00 00
00
1
(c) What was the amount
originally borrowed?
2
(d) In what month and year was
the mortgage taken out?
3
(e) What was the interest rate
applying to latest payment?
4
2
1214 00
3
8421 00 00
4
8420 00 00
8422 00 00
$
$
$
$
8423 00 00
/
/
/
8424 00 00
/
%
%
%
%
years
years
years
years
(g) Amount of latest payment
$
$
$
8431 00 00
/
(i) Month latest payment was made
/
/
/
(j) Lump-sum principal repayments
made in the last 12 months
$
$
$
$
(k) Principal outstanding
$
$
$
$
8430 00 00
8432 00 00
8433 00 00
8434 00 00
(l) Month and year outstanding
principal calculated
/
(m) Has the amount originally
borrowed been increased at all
since the loan was first taken out?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
8435 00 00
8436 00 00
00
If (m) is ‘No’, go to Q8.1, Else ask:
1216 00
(n) How much has the original principal
been increased by since the loan
was first taken out?
$
$
$
$
8441 00 00
8440 00 00
(o) In what month and year was the
extra money obtained?
/
6
/
/
/
1
8442 00 00
8443 00 00
2
8444 00 00
3
8445 00 00
4
Records consulted
00
1215 00
$
(h) Period covered by that payment
(p) For what purpose was the
extra money obtained?
8425 00 00
8426 00 00
5
(f) Term of mortgage or loan
Mortgage
7.4
8446 00 00
Yes
Yes
Yes
Yes
No
No
No
No
00
1217 00
19
20
NOTES
8.1
New Dwellings
Do not include payments made in connection with the construction of dwellings used (or intended to be used)
mainly for business or investment purposes, or of dwellings rented out (or intended to be rented out) to others
for more than one month a year.
8.3
Month First Occupied
Record year as well (eg AUG/91)
8.4
‘You Yourselves’ Payments
Record only those payments made by the respondent directly to a second party such as a local authority,
builder, or contractor, and payments made by the respondent to an agent (eg lawyer) for on-payment to a local
authority, builder, contractor, etc.
8.4 (a)
Site Preparation Costs
Include work such as excavating, rock and scrub removal, tree felling, access roading, installation of utilities,
and construction of retaining walls (unless such work done on a contract basis, in which case include them in
(g) or (h) below).
Do not include expenditure on paths, fencing, landscaping, etc. (unless part of a contract price, in which case
include them in (g) or (h) below).
8.4 (g)
Contract Payments to Builder
Record all contract payments made to a builder for contracts let prior to occupancy date. Any contracts let to
the builder AFTER occupancy date are to be recorded in the Home Maintenance, Renovations, Improvements
and Alterations section later in this questionnaire.
Do not identify or itemise the components of a contract payment.
8.4 (h)
Contract Payments to Other Tradespeople
Any contracts let to tradespeople AFTER occupancy date are to be recorded in the Home Maintenance,
Renovations, Improvements and Alterations section later in this questionnaire.
Do not identify or itemise the components of a contract payment.
8.4 (i)
Materials
Do not include internal fittings, furnishings, appliances, wallpaper, or other materials bought to fit out or decorate
the dwelling.
Materials purchased after occupancy date are to be recorded on Page 31.
8.4 (j)
Other Costs of Construction
Record only those costs (if any) which related to the basic construction of the dwelling, rather than to the fitting
out and decorating of the dwelling.
Construction costs paid after occupancy date are to be recorded on Page 27.
21
CONSTRUCTION OF NEW DWELLINGS
Office Use Only
8.1
8.2
In the last 12 months, did any member of this household make a payment in
connection with the construction of a new dwelling?
Yes
1
No
2
Go to Question 9.1
8490 00 00
Has the dwelling concerned been occupied yet?
Yes
No
8.3
Go to Question 8.4
In which month was it first occupied?
.................... /.........
(Month)
8.4
In the last 12 months, how much did you yourselves pay for the following items –
Amount Paid
in the
Last 12 Months
Month
Payment
Made
Records
Consulted
Yes
No
MP
(a) Site preparation prior to
construction commencing
$
/
1108 00
(b) Surveying fees
$
/
1108 00
(c) Architectural or draughting fees
$
/
1108 00
(d) Building Permit fees
$
/
1300 00
(e) Resource Consents fee
$
/
1303 00
(f) Building Performance Guarantee fee $
/
1108 00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
..............................................................
$
/
..............................................................
$
/
..............................................................
$
/
..............................................................
$
/
(g) Contract payments to builders
and their sub-contractors, in
respect of contracts let prior to
occupancy date
(h) Contract payments to tradespeople
other than the builder and
sub-contractors for contracts
let prior to occupancy date
(i) Materials used in the basic
construction of the dwelling and
which you yourselves bought prior
to occupancy date
(j) Other costs of construction (specify)
22
NOTES AND EDIT CHECK
9.1
Existing House
Include a new ‘spec’ house.
EDIT CHECK
If the property at which the interview took place is owned by this household, and if this household first
occupied the dwelling in 1999, 2000 or 2001 (see Page 5, Q2.3), then ensure that the purchase is
included if settlement date was within the last 12 months.
9.2
Properties Bought
Do not include properties for which purchase negotiations are currently being conducted.
Include – freeholding of leasehold land;
– the property at which the interview is taking place if it was bought in the last 12 months.
9.4 (a)
Purchase for Business or Investment Purposes
As well as for properties purchased for these purposes, tick the ‘Yes’ box for a purchased property which has
been rented out to others for more than one month since settlement date.
9.4 (b)
Persons Who Bought Property
Enter Person Numbers.
9.4 (g)
Purchase-contract Price
This is the price agreed between the buyer and the seller.
9.4 (h)
Own-cash Contribution
This is the amount of the total price that was paid with the purchaser’s own money, the balance being financed
by mortgages or other loans.
9.4 (j)
Legal Fees and Costs
If legal fees and costs for a purchase and a sale were paid together and are not separable, then record the
combined amount here, and state that it covers both a purchase and a sale.
9.4 (k)
Mortgage Repayment Insurance
Include only lump-sum M.R.I. payments. Do not include any annual premiums.
9.4 (l)
Loan Application Fees
Include any loan application fee here.
23
PURCHASE OF LAND AND BUILDINGS
Office Use Only
9.1
In the last 12 months, did any member of this household buy an existing house, a
section, land or any other buildings?
MP
Yes
No
8500 00 00
Go to Question 10.1
8510 00 00
8511 00 00
9.2
How many separate properties were bought?
8512 00 00
................ IF NONE, GO TO QUESTION 10.1
8513 00
9.3
And for how many of those properties did settlement date occur in the last
12 months?
8514 00
1121 00
................ IF NONE, GO TO QUESTION 10.1
9.4
1122 00
For each of those properties, would you please tell me –
2
1
(a) Was the property bought mainly for
business or investment purposes?
1123 00
3
Yes
Yes
Yes
00
No
No
No
00
If (a) is ‘Yes’, go to next property or next page. Otherwise ask (b) – (l)
8520 00 00
(b) Which persons bought it?
8521 00 00
(c) Month of Settlement
(d) Did the property consist of land only,
buildings only, or both land and
buildings?
1 Land
1
Bldgs
2 Bldgs
2 Bldgs
2 8523 00
Both
3
Both
3 Both
3 8524 00
1
Yes
1
Yes
1
Yes
1 1121 00
Did the buildings include a private dwelling?
No
2
No
2
No
2 1122 00
(e) If (d) is ‘Bldgs’ or ‘Both’ ask:
(f)
8522 00 00
1 Land
If (e) is ‘Yes’, ask:
0 Land
2 New
(i) Was the dwelling new, or had it been lived in
before, at the time of purchase?
(ii) In which month did the household move
into the dwelling?
(g) Purchase-contract price
(including chattels)
Lived
in
1
New
Lived
2
in
New
Lived
2
in
1
1 1123 00
2
00
00
3
$
$
$
8530 00 00
8531 00 00
(h) Actual own-cash contribution
paid
8532 00 00
4
$
$
$
(i) Valuation fee
$
$
$
(j) Legal fees and costs
$
$
$
8533 00
8534 00
1121 00
1122 00
(k) Mortgage Repayment Insurance
premium (lump-sum)
1123 00
$
$
$
00
(l) Other costs or charges (specify):
................................................................
$
$
$
................................................................
$
$
$
................................................................
$
$
$
................................................................
$
$
$
Yes
Yes
Yes
No
No
No
Records consulted
00
24
NOTES
10.2
Properties Sold
Do not include properties for which sale negotiations are currently being conducted.
10.4 (a)
Owned For Business or Investment Purposes
As well as for properties owned for these purposes, tick the ‘Yes’ box for a sold property which had been
rented out to others for more than one month of the recall year.
(b)
Persons Who Sold Property
Enter Person Numbers.
25
SALE OF LAND AND BUILDINGS
Office Use Only
10.1
In the last 12 months, did any member of this household sell a house, section,
land or any other building?
MP
8549 00 00
Yes
Go to Question 11.1
No
8550 00 00
8551 00 00
10.2
How many separate properties were sold?
8552 00 00
................ IF NONE, GO TO QUESTION 11.1
1119 00
10.3
And for how many of those properties did settlement date occur in the last
12 months?
8553 00
1131 00
................ IF NONE, GO TO QUESTION 11.1
10.4
1132 00
For each of those properties, would you please tell me –
1133 00
2
1
(a) Was the property owned mainly for
business or investment purposes?
3
Yes
Yes
Yes
No
No
No
00
00
If (a) is ‘Yes’, go to next property or next page. Otherwise ask (b) – (m).
00
(b) Which persons sold it?
8560 00 00
(c) Month of Settlement
(d) Did the property consist of land only,
buildings only, or both land and
buildings?
1 Land
1
Bldgs
2 Bldgs
2 Bldgs
2
Both
3
Both
3 Both
3 1119 00
1
Yes
1
Yes
1
Yes
1 8563 00
Did the buildings include a private dwelling?
No
2
No
2
No
2 1131 00
2 Yes
1
Yes
1 Yes
1 1132 00
No
2
No
2
2 1133 00
(e) If (d) is ‘Bldgs’ or ‘Both’ ask:
(f)
8561 00 00
1 Land
Was the property owned with a
mortgage at the time of sale?
0 Land
No
00
(g) If (f) is ‘Yes’, ask:
How much was still outstanding on your
mortgage at the time of the sale?
(h) Sale contract price (including
chattels)
8562 00 00
00
$
$
$
00
3
$
$
$
(i) Land agent’s fee
$
$
$
(j) Valuation fee
$
$
$
8570 00 00
8571 00 00
8572 00 00
1119 00
8573 00
(k) Legal fees and costs
$
$
1131 00
$
1132 00
(l) Other costs or charges (specify):
................................................................
$
$
$
1133 00
................................................................
$
$
$
00
................................................................
$
$
$
00
................................................................
$
$
$
00
Full
amount
Resp.
share
Full
amount
Resp.
share
Full
amount
Resp.
share
Yes
Yes
Yes
No
No
No
(m) If the sale is due to matrimonial
property settlement, ask:
Are the amounts you told me the full
amounts for the sale, or are they just
your share of the full amounts?
Records consulted
26
NOTES AND EDIT CHECK
11.1
Home Maintenance Payments
Please note that this question covers both labour-only payments, and labour-plus-material payments. For
labour-plus-material payments, record the total amount paid (not labour and materials separately).
Do not include expenditure on properties used mainly for business or investment purposes, or expenditure on
properties that are owned by household members and that are rented out by them to others for more than one
month a year.
Include expenditure by household members on private properties not owned or rented by them (such as
expenditure by a household member on his or her parent’s property), unless the expenditure was reimbursed
by the other household.
Exclude expenditure on contract payments on the construction of new dwellings for contracts that had been
let prior to occupancy date (Page 21 covers such payments). Include any other expenditure involving labour
costs on that property in the recall year, but which were not for site preparation or dwelling construction,
whether paid before or after the date of occupancy (Page 21 does not cover such payments).
11.2 (b)
Total Cost
In the case of jobs carried out on a contract basis, record only payments made in the last 12 months.
Do not record the full contract price unless the full contract price had been paid in the last 12 months.
(c)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, or revolving-credit account.
(e)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(f)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS
Office Use Only
11.1
In the last 12 months, did any member of this household pay a single amount of
$200 or more to a person or firm to do any of these things to this property?
Yes
•
•
•
•
•
•
11.2
To carry out repairs, upkeep or redecorating
...
...
1
To carry out renovations or improvements
...
...
2
To carry out structural additions or alterations ...
...
3
To build a garage or other building
...
4
...
To do any of those things for any other private property
5
To complete a new house or its grounds
6
...
...
No
8590 00 00
If all answers to Q11.1 are ‘No’, then go to Q11.3 overleaf. Otherwise ask:
For each such payment, would you please tell me the –
A
B
(a) Type of job
MP
C
00
D
00
A
(b) Total cost
$
(c) Did you pay any of
that on time-payment
with interest?
If (c) is ‘No’, ask:
B
$
$
00
Yes
Yes
Yes
No
No
No
No
/
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(g) Month deposit paid
/
00
$
Yes
(d) Month paid
(e) Was any of the
money obtained
from a loan?
(f) IF YES: Was the
loan taken out in the
last 12 months?
If (c) is ‘Yes’, ask:
D
C
/
/
/
(h) Cash deposit
$
$
$
$
(i) Each instalment
$
$
$
$
MP
(j) Frequency of
instalments
1537
00
1537
00
(k) Number of instalments required
1537
00
1537
00
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 jobs, then continue overleaf.
Otherwise, go to Question 11.3 overleaf.
27
28
NOTES AND EDIT CHECK
11.2 (b)
Total Cost
In the case of jobs carried out on a contract basis, record only payments made in the last 12 months.
Do not record the full contract price unless the full contract price has been paid in the last 12 months.
(c)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, or revolving-credit account.
(e)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(f)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
11.2
— continued from previous page
E
F
(a) Type of job
MP
G
00
H
00
E
(b) Total cost
$
(c) Did you pay any of
that on time-payment
with interest?
If (c) is ‘No’, ask:
$
H
G
$
00
Yes
Yes
Yes
No
No
No
No
/
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(g) Month deposit paid
/
00
$
Yes
(d) Month paid
(e) Was any of the
money obtained
from a loan?
(f) IF YES: Was the
loan taken out in the
last 12 months?
If (c) is ‘Yes’, ask:
/
/
/
(h) Cash deposit
$
$
$
$
(i) Each instalment
$
$
$
$
MP
(j) Frequency of
instalments
1537
00
1537
00
(k) Number of instalments required
1537
00
1537
00
Records consulted
11.3
F
Yes
Yes
Yes
Yes
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card E (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q11.2 above.
29
30
NOTES AND EDIT CHECK
11.4
Purchase of Materials
Include materials used in the construction of a new dwelling and which had been purchased after the date of
occupancy (Page 21 covers such payments up to that date). Also include any materials bought in the recall
year for that property, but which were not for site preparation or dwelling construction (eg fencing, concrete for
paths), whether paid before or after the date of occupancy (Page 21 does not cover such payments).
Include purchases by household members for private properties not owned or rented by them (such as purchases
for use at the property of the parents of a household member), unless the expenditure was reimbursed by the
other household.
11.5 (a)
Item Bought
Ensure that the description of each item is sufficiently specific for it to be coded accurately (eg reinforcing
steel, fencing timber, concrete blocks, aluminium joinery).
Separate the cost of combined purchases of materials into single items, using the respondent’s best estimate
if necessary. Record only those items which cost $200 or more. For example, if paint and wallpaper were
bought at one time for a total cost of $290, and the respondent thought that the wallpaper component would
have been over $200, then record ‘Wallpaper’ and an estimate of how much the wallpaper came to. The paint
component would be ignored, because it would not have cost $200 or more.
(b)
Store-type
Record the type of store from which the goods were purchased (eg hardware store, paint shop, timber yard,
plumbing supplies, concrete supplier).
(d)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(f)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(g)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
11.4
In the last 12 months, did any member of this household buy at one time more
than $200 worth of a single item for home maintenance, renovations,
improvements, redecoration or alterations?
For example, did you buy at one time more than $200 worth of wallpaper, or more
than $200 worth of paint, or more than $200 worth of concrete, and so on?
Yes
No
11.5
Go to Question 11.6 overleaf
For each payment, would you please tell me –
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
ST MP
A
B
C
D
A
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
B
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
D
C
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
MP
(k) Frequency of
instalments
(l) Number of instalments required
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 purchases, then record 5th-12th on
pages 32 and 33
Otherwise, go to Question 11.6 on page 33.
1492
00
1492
00
1492
00
1492
00
31
32
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS,
NOTES
AND ALTERATIONS – continued
11.5
– continued
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
E
F
G
H
E
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
F
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
H
G
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
(k) Frequency of
instalments
(l) Number of instalments required
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
If more than eight purchases, record 9th-12th purchases on facing page.
REFER TO PAGE 30 FOR NOTES ON THESE QUESTIONS.
HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
Office Use Only
CONTINUATION PAGE FOR QUESTION 11.5.
USE THIS PAGE TO RECORD THE 9TH - 12TH PURCHASES.
11.5
– continued
(a) What Item Was Bought?
(b) What Type of Store Was It Bought From?
ST MP
I
J
K
L
I
(c) Total cost
$
(d) Did you pay any of
that on time-payment
with interest?
If (d) is ‘No’, ask:
J
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
(e) Month paid
/
(f) Was any of the
money obtained
from a loan?
(g) IF YES: Was the
loan taken out in the
last 12 months?
If (d) is ‘Yes’, ask:
L
K
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(h) Month deposit paid
/
/
/
/
(i) Cash deposit
$
$
$
$
(j) Each instalment
$
$
$
$
MP
1492
00
(k) Frequency of
instalments
1492
00
1492
00
(l) Number of instalments required
1492
00
Records consulted
Yes
Yes
Yes
Yes
1492
00
No
No
No
No
1492
00
1492
00
1492
00
GO TO QUESTION 11.6
11.6
Is there anything on this card that you may have forgotten?
Show Card F (after finishing the question)
Record details on previous page or,
if no room there, in Q11.5 above
Yes
No
11.7
In the last 12 months, did any member of this household pay a single amount of
$200 or more for the hire of home-maintenance plant or equipment?
Yes
No
11.8
Go to Question 12.1
For each such payment, would you please tell me the –
Amount
Paid
Item Hired
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
1490
$
/
8100 00
1490
$
/
8100 00
1490
33
34
NOTES AND EDIT CHECK
12.1
Do not include:
(a) items bought for properties used mainly for business or investment purposes;
(b) items bought for properties that are owned by household members and which are rented out by them to
others for more than one month a year;
(c) items bought by a household member while overseas;
(d) items purchased overseas by other persons on behalf of a household member.
Do include items purchased overseas by a person not belonging to this household and which were bought off
that person by a member of this household. Also include items purchased from overseas by mail-order.
Single Item
Include the purchase at one time of two or more articles of one kind of item (such as 2 mattresses, or 4 dining
chairs), provided that the combined cost of the articles was $200 or more. Any (or even all) of the individual
articles can have cost less than $200.
12.2 (b)
Store-type
Record store-type from which the item was purchased (eg furniture store, drapery, electrical appliance store).
For items purchased overseas by mail-order, record “Overseas M/O”.
(d)
Cash Price
This is the full price payable before any trade-in allowance is deducted, so must be more than any net price
recorded in (e).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(k)
Cash Deposit
Do not include the trade-in amount in the deposit.
(l)
Instalments
Watch for instalments that are greater than the contractual requirement. Where possible, obtain required
instalments rather than actual payments.
35
HOUSEHOLD OPERATION
Office Use Only
12.1
In the last 12 months, did any member of this household buy –
Yes
•
•
•
•
12.2
No
any single item of furniture costing $200 or more?
any single item of furnishing costing $200 or more?
any single home appliance costing $200 or more?
any single item of home-maintenance equipment costing
$200 or more?
If all answers to Q12.1 are ‘No’, then go to Q12.3. Otherwise ask:
For each such payment, would you please tell me the –
(a) Item Bought
(b) What Type of Store Was It Bought From?
ST MP
A
B
C
D
(c) Was the item bought
new, or was it
second-hand?
(d) Cash price
A
B
D
C
New
New
New
New
Used
Used
Used
Used
$
$
$
$
MP
(e) Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
Net price
$
$
$
$
(f) Did you pay any of that
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
00
(–)
00
(–)
00
(–)
00
(–)
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
MP
00
(j) Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l) Each instalment
$
$
$
$
00
00
00
(m)Frequency of
instalments
(n) Number of instalments required
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
MP
6442
00
6442
00
6442
00
6442
00
$
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 purchases, then continue overleaf.
Otherwise, go to Question 12.3 overleaf.
HOUSEHOLD OPERATION
NOTES
– continued
36
– continued
12.2
(a) Item Bought
(b) What Type of Store Was It Bought From?
E
F
G
H
(c) Was the item bought
new, or was it
second-hand?
E
F
H
G
New
New
New
New
Used
Used
Used
Used
$
$
$
$
Amount received
$
$
$
$
Net price
$
$
$
$
(d) Cash price
(e) Did you trade-in
anything?
Item traded-in
(f) Did you pay any of that
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
(j) Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l) Each instalment
$
$
$
$
(m)Frequency of
instalments
(n) Number of instalments required
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
If more than 8 purchases, then record the remainder on the facing page.
HOUSEHOLD OPERATION – continued
37
Office Use Only
CONTINUATION PAGE FOR QUESTION 12.2.
USE THIS PAGE TO RECORD THE 9TH - 12TH PURCHASES.
12.2
– continued
(a) Item Bought
(b) What Type of Store Was It Bought From?
ST MP
I
J
K
L
I
(c) Was the item bought
new, or was it
second-hand?
J
L
K
New
New
New
New
Used
Used
Used
Used
$
$
$
$
Amount received
$
$
$
$
Net price
$
$
$
$
(d) Cash price
(e) Did you trade-in
anything?
Item traded-in
(f) Did you pay any of that
on time-payment with
interest?
MP
00
(–)
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
00
(–)
00
(–)
00
(–)
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i) IF YES: Was the
loan taken out in the
last 12 months?
If (f) is ‘Yes’, ask:
/
/
/
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
00
(–)
Yes
Yes
Yes
Yes
00
(–)
No
No
No
No
MP
(j) Month deposit paid
/
/
/
/
00
(k) Cash deposit
$
$
$
$
00
(l) Each instalment
$
$
$
$
00
(m)Frequency of
instalments
00
(n) Number of instalments required
00
00
00
(o) Do the instalments
include insurance?
(p) IF YES: What was
the full insurance
premium?
Yes
Yes
Yes
Yes
No
No
No
No
$
$
$
00
$
MP
Records consulted
Yes
Yes
Yes
Yes
No
No
No
No
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
6442
00
GO TO QUESTION 12.3
REFER TO PAGE 34 FOR NOTES ON THESE QUESTIONS.
12.3
Is there anything on this card that you may have forgotten?
Show Card G (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q12.2 above
38
12.6
NOTES
Items Sold
Do not include items traded-in.
HOUSEHOLD OPERATION – continued
39
Office Use Only
12.4
In the last 12 months, did any member of this household pay a single amount of
$200 or more for the repair of home equipment, appliances, or furniture?
Yes
No
12.5
Go to Question 12.6
For each such payment, would you please tell me the –
Month
Paid
Amount
Paid
Item Repaired
Records
Consulted
Yes
12.6
No
MP
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
00
In the last 12 months, did any member of this household sell for $100 or more
any of these items?
Show Card G (after finishing the question)
Yes
No
12.7
Go to Question 12.8
For each item sold, would you please tell me the –
Amount
Received
Item Sold
Month
Sold
MS
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
40
12.8
NOTES
Household Equipment
Count only those items which are exclusively or almost exclusively available to the respondent household,
and which are in working order. Do not count items which are merely being stored in the dwelling, and which
are unlikely to be used there in the future.
Each box must contain a number (or’–’ for none, if preferred).
Items Borrowed or on Loan
Include items which are being borrowed by, or are on loan to, the household. In the case of borrowed/loaned
television sets and video recorders, record them as owned (rather than as hired or rented).
Clothes Washer/Dryer
Count a combination washer/dryer as separate items.
Home Computer
To be counted, a home computer must have a keyboard and be mains-operated. Count such a computer even
if used only to play games, but do not count a computer that can be used only to play games.
Open Fire, Slow-combustion Fire, Central Heating
Record the number of such appliances, including any with a wet-back attached.
Central Heating
Include under-floor heating.
Water Heaters
Include hot water cylinders and zips.
HOUSEHOLD OPERATION – continued
41
Office Use Only
12.8
How many of each of the following items are there in this dwelling? Only count
those items which are in working order, don’t count those which are unlikely to be
used again.
Number
...
8600
00 00
Spa pool and heated swimming pools
...
8601
00 00
Electric range or wall ovens
...
8602
00 00
00 00
Waterbeds ...
...
...
...
...
Gas, coal or oil-fired ranges
...
...
8603
Microwave ovens ...
...
...
...
8604
00 00
Telephones
...
...
...
...
8605
00 00
Washing machines...
...
...
...
8606
00 00
Clothes dryers
...
...
...
8607
00 00
Combination refrigerator/freezers ...
...
8608
00 00
Separate refrigerators
...
...
8609
00 00
Separate deep-freeze units
...
...
8610
00 00
Dish-washing machines
...
...
...
8611
00 00
Colour TVs, owned ...
...
...
...
8612
00 00
Cell phones ...
...
...
...
8613
00 00
Subscriber TV decoders, eg Sky, Saturn ...
8614
00 00
Video recorders, owned
...
...
...
...
...
...
8615
00 00
Home computers (see Note)
...
...
8616
00 00
Portable electric heaters ...
...
...
8617
00 00
Electric night-storage heaters (fixed in place)
8618
00 00
Heatpumps/Air conditioners/Climatisers ...
8628
00 00
Other electric heaters fixed in place
...
Portable gas heaters
8619
00 00
...
...
...
8620
00 00
Gas heaters fixed in place ...
...
...
8621
00 00
Portable kerosene heaters...
...
...
8622
00 00
Wet-back fires of any kind ...
...
...
8623
00 00
Open fires ...
...
...
...
8624
00 00
...
...
...
8625
00 00
Central heating of any kind...
...
...
8626
00 00
Water heaters
...
...
8629
00 00
...
Slow combustion fires
...
...
42
12.9
NOTES
Package deals for telephone, cellphone, Internet and subscriber television.
Record information in Q12.9 ONLY if the household is receiving a package deal for two or more services from
the same service provider, eg telephone and television charges are on the same bill.
Package deals may consist of a combination of subscriber television, telephone, cellphone or Internet services.
If the household receives a single service, record the information in Q12.10-12.12.
Package price is a single amount shown on the bill for a package deal. You only need to complete this if there
is no breakdown of services on the bill. It includes 2 or more services eg ‘Dual Service’ (telephone line rental
and basic TV channels) from TelstraClear. List all the services this package includes.
Cost of subscriber channels
Record the total for all subscriber channels. If ‘package price’ has been completed, it will include the cost of
basic channels, so give the total of all additional channels.
Subscriber television
Pay-per-view may also be called, in the case of Saturn, Saturn Home Cinema.
Telephone
Telephone rental includes line rentals, wiring maintenance and rental telephone charges. Wiring maintenance
can be recorded separately if this is how it is shown on the bill. Otherwise, it can be included in the rental
amount. If the household has 2 lines and these are itemised separately on the account, then record them
separately. If the account combines the amount for each line into one amount, then indicate that there are two
lines but record the combined amount in the box for ‘Rental line 1’. Note that line rental may not be part of the
package. In this case, record the line rental at Q12.10 (eg Internet & toll calls may be with TelstraClear, line
rental with Telecom).
Call features include any additional features such as call waiting, voice messaging, call divert etc. Do not
record call features if there is no charge.
0900 charges to be included in toll/call charges except for donations. If the donation is over $200 include it in
Q23.4.
Exclude all telephone and cellphone expenses paid by a business, but include privately paid portions of rental
and toll charges relating to a cellphone used for business.
Internet services
High/Normal speed refers to high speed Internet access vs the normal speed Internet access. Jetstream for
example, is a high speed service, while xtra is normal speed. Delete as appropriate.
Internet access can be measured in megabytes or hours. Delete mb/hrs as appropriate.
An access plan can be: – unlimited access for a set amount
– a set number of hours/megabyte access (eg 100 hrs) for a set amount, and an
hourly/megabyte rate for any use above the set amount
– or a per hour/megabyte rate.
For the ‘set number of hours access’, record only the hours included in the plan; do not record any extra hours
used. For unlimited access or per hour rate, simply record ‘unlimited’ or ‘per hour’ for the access plan.
Cellphone
Pricing plan may be a flat rate fee or a flat rate fee combined with toll/call charges and/or call features. If the
cellphone is a pre-pay cellphone, do not record any details here, this information is collected in the Expenditure
Diary.
Call features include any additional features such as voice messaging, call divert etc.
Connection/modification fee may be a fee for initial connection onto a cellphone network or a fee for changing
between services. For example, switching a Telecom analogue phone to a Telecom, Freedom or Gold Mobile
pre-paid deal, or switching a Vodafone network phone to one of their pre-paid deals. Do not record purchase
of a cellphone here.
Other
Include any service which does not fit elsewhere. Record as much detail as possible. You may also record
discounts here if necessary.
The ‘Total amount payable’ must agree with the total of the amounts above it (minus any discounts).
Period covered Ensure that the correct period is recorded. It will usually be one calendar month, unless the
account is the first received following a recent connection.
HOUSEHOLD OPERATION – continued
43
Office Use Only
12.9
Does this household have a package deal from a service provider (such as
TelstraClear, Telecom etc) for any combination of the following services: subscriber
TV, telephone, Internet services and/or cellphone?
Yes
No
Go to Question 12.10
Could you please tell me which services you receive and the various amounts that
show on your latest account –
Name of Service Provider
All amounts to include GST.
Yes
Package price (list inclusions)
.................................................
Subscriber television -
No
$
$
PC MP
6675
Cost of subscriber channels (specify)
.................................................
$
$
6675
6676
Pay-per-view
$
$
6676
Additional decoders
$
$
Magazine
$
$
Installation and modification
$
$
PC MP
2850
Telephone Rental line 1
$
$
Rental line 2
$
$
Wiring maintenance
$
$
$
$
$
$
Installation and modification
$
$
Internet services -
High/Normal speed
Call features (specify) ............
................................................
Toll/call charges
Access plan
Installation and modification
$
Total charge
$
2850
2855
2855
2860
2860
2865
2865
High/Normal speed 2890
mb/hrs
mb/hrs 2890
2891
$
00
2891
00
$
2870
Cellphone Pricing
plan:
2870
Specify
Amount
2875
$
$
$
$
$
$
Connection/modification fee
$
$
Arrears
$
$
$
$
$
$
$
$
$
$
Call features (specify) ............
................................................
Toll/call charges
Other:
2875
2880
2880
2885
2885
Specify
Amount
Specify
Amount
Specify
Amount
Total amount payable
Period covered
Month paid or payable
Records consulted
/
/
Yes
Yes
No
No
00
00
44
12.10
NOTES
Telephone Charges (not including cellphone)
If the household is receiving any telephone services as part of a discounted package deal with other services
(eg Internet, subscriber television or cellphone) record the details in Q12.9.
Q12.10 still needs to be asked even if information has previously been recorded about a telephone in Q12.9
as the household may be receiving telephone services from more than one provider (for example they may be
receiving toll call services from TelstraClear). However, do not record here any information about telephone
services that have already been recorded in Q12.9.
Ignore Q12.10 if this dwelling does not currently have a telephone connected. Only record charges for telephones
connected by a landline. Record charges for cell phones in Q12.11.
Telephone rental
Telephone rental includes line rentals, wiring maintenance and rental telephone charges.
Call features
Call features include any additional features such as call waiting, voice messaging, call divert etc. If the
household is receiving a home package combining rental with call features, record the total amount paid for
the package and give details of the call features.
Exclude all telephone expenses paid by a business, but include privately paid portions of rental and toll
charges relating to a telephone used for business.
Complete Rental and Call features only if a single amount is on the bill. If you have already listed charges for
Rental and for Call features separately, you do not have to fill this in.
0900 Charges to be included in the toll/charges except for donations. If the donation is over $200 include it in
Q23.4.
Discounts
Discounts may need to be recorded separately if they are specified separately on a bill. These discounts may
include discounts for combinations of rental and call features, discounts for combinations of call features and
prompt payment discounts.
If the household has recently moved into this dwelling and has not yet received a telephone account for this
dwelling, then record details from the last account received at its previous dwelling.
Total Amount Payable
The ‘Total Amount Payable’ must agree with the sum total of the amounts above it (minus any discounts).
Period Covered
Ensure that the correct period is recorded. It will usually be one calendar month, unless the account is the first
received following a recent connection.
45
HOUSEHOLD OPERATION – continued
Office Use Only
12.10
Does this household receive any telephone services (other than a cellphone) that
have not already been recorded in Q12.9? (For example TelstraClear etc for toll
calls).
Yes
No
Go to Question 12.11
Would you please tell me the various amounts that are shown on your latest
telephone account for this dwelling –
All amounts to include GST.
Telecom
Rental (include wiring maintenance)
TelstraClear
Others
$
$
$
Call features (specify)
$
.........................................................................
$
$
PC MP
2850
2850
2855
Complete only if no breakdown available
on bill
2855
Rental + Call features
(specify call features)
2860
$
$
$
Toll/call charges
$
$
$
Installation and
modification charges
$
$
$
2865
Arrears
$
$
$
2865
$
$
$
$
$
$
$
$
$
$
$
$
.........................................................................
2860
2860
Specify
Other:
Amount
Specify
Discounts:
Amount
Specify
Discounts:
Amount
Total amount payable
Period covered
Month paid or payable
Records consulted
/
Yes
No
/
Yes
No
/
Yes
No
46
12.11
NOTES
Cellphone Charges
If the household is receiving any cellphone services as part of a discounted package deal with other services
(eg internet, subscriber television or telephone) record the details in Q12.9.
Q12.11 still needs to be asked even if information has previously been recorded about a cellphone in Q12.9 as
the household may be receiving cellphone services from more than one provider. However, do not record here
any information about cellphone services that have already been recorded in Q12.9.
Record charges for all cellphones owned by members of this household. If the household has more than one
cellphone, record the details for each one.
Pricing plan
Pricing plan may be just a flat rate fee or a flat rate fee combined with some toll/call charges and/or call
features. If the cellphone is a pre-pay cellphone, do not record any details here. Expenditure on pre-pay
cellphones is collected in the Expenditure Diary.
Call features
Call features include any additional features such as voice messaging, call divert etc.
Connection/modification fee may be a fee for initial connection onto a cellphone network or a fee for changing
between services. For example, switching a Telecom analogue phone to a Telecom, Freedom or Gold Mobile
pre-paid deal, or switching a Vodafone network phone to one of their pre-paid deals. Do not record purchase
of a cellphone here.
0900 Charges to be included in toll/call charges except for donations. If the donation is over $200 include it in
Q23.4.
Exclude all cellphone expenses paid by a business, but include privately paid portions of costs relating to a
cellphone used for business.
The ‘Total Amount Payable’ must agree with the total of the amounts above it.
Period Covered
Ensure that the correct period is recorded.
HOUSEHOLD OPERATION – continued
12.11
47
Office Use Only
Does this household have any cellphones that have not already been recorded in
Q12.9? (Do not include prepaid)
Yes
Go to Question 12.12
No
Would you please tell me the various amounts that are shown on your latest cellphone accounts –
All amounts to include GST.
Name of service provider
PC MP
2870
Specify
Pricing
Plan:
Amount
$
$
$
Call features
$
$
$
Toll/call charges
$
$
$
Connection/
modification fee
$
$
$
Arrears
$
$
$
2870
2870
2875
2875
2875
2880
2880
Specify
2880
Other:
Amount
$
$
$
2885
2885
Specify
Discounts:
2885
Amount
Total amount payable
$
$
$
$
$
$
Period covered
Month paid or payable
Records consulted
/
/
/
Yes
Yes
Yes
No
No
No
Name of service provider
PC MP
Pricing
Plan:
2870
Specify
Amount
$
$
$
Call features
$
$
$
Toll/call charges
$
$
$
Connection/
modification fee
$
$
$
Arrears
$
$
$
2870
2870
2875
2875
2875
2880
2880
Specify
2880
Other:
Amount
Discounts:
$
$
$
2885
2885
Specify
2885
Amount
$
$
$
Total amount payable
$
$
$
Period covered
Month paid or payable
Records consulted
/
/
/
Yes
Yes
Yes
No
No
No
48
12.12(a)
NOTES
Subscriber television and internet
If the household is receiving any subscriber television or internet services as part of a discounted package
deal with other services record the details in Q12.9.
Q12.12 (a) still needs to be asked even if information has previously been recorded about subscriber television
or internet services in Q12.9, as the household may be receiving subscriber television or internet services
from more than one provider. However, do not record here any information about services that have already
been recorded in Q12.9.
Amount of Latest Payment
Record details from the latest account received.
12.12(b)
Amount of Latest Payment
Record details from the latest account received.
HOUSEHOLD OPERATION – continued
49
Office Use Only
12.12
(a) Does this household currently pay a fee for any of the following services that
has not already been recorded in Q12.9?
(a) Subscriber television
Sky
Saturn
Other
(b) Internet
Yes
No
Yes
No
Yes
No
Yes
No
Charge for service (excl.
installation)
$
$
$
$
Installation and modification
$
$
$
$
Total amount payable
$
$
$
$
PC MP
6675
6675
6675
Period covered
6676
Month paid or payable
/
Yes
No
Records consulted
12.12
/
/
Yes
No
/
Yes
No
6676
Yes
No
2890
00
2891
00
(b) Does this household currently hire, rent or pay a fee for either of these items?
If Yes:
Yes
No
Amount of
latest
payment
Period
Covered
Month
Paid or
Payable
Records
Consulted
Yes
No
ST MP
a) a television set?
$
/
2182 00
b) a video recorder?
$
/
2184 00
50
NOTES
12.15
Latest Account
Record details from the latest account received, even if it has not yet been paid.
(a)
Cost of Electricity and (b) Cost of Gas
Include meter rental and other service charges as appropriate, but do not include amounts covered by (d).
(d)
Other Payments
These arise through electrical supply authorities administering the Ministry of Energy’s home-insulation loan
scheme, or through electrical supply authorities and gas utilities allowing time-payments on appliances bought
from them being included in electricity or gas accounts.
(e)
Total Amount Paid or Payable
If this does not equal the sum of amounts recorded in (a), (b), (c) and (d), then explain the discrepancy.
(f)
Period Covered
Record as “4 wks”, “2 cal. mths”, etc. Do not record dates.
For power managers estimate the number of days the card covers.
12.16
Amount Paid
If records are not available, then best estimates will suffice.
(g)
Only count bottled gas used inside the house for heating or cooking. Do not count bottled gas used on a
barbeque.
HOUSEHOLD OPERATION – continued
51
Office Use Only
12.13
12.14
Is mains gas connected to this dwelling?
Yes
1
No
2
Go to Question 12.15 and use Col. A
Do you receive a separate account for gas, or do you receive a single account
covering both gas and electricity?
Separate accounts
Single account
12.15
8627 00 00
Use Col. A. and Col. B of Q12.15
Use Col. C of Q12.15
Would you please give me the following details from your household’s latest
account for gas and/or electricity:
Col. A
(Electricity)
(a) Cost of electricity
Col. B
(Gas)
$
(b) Cost of gas
Col. C
(Combined)
MP
$
2000 00
$
$
2001 00
(c) GST (if not included above)
$
$
$
(d) Loan repayments or time
payments for insulation, solar
heating, or gas or electrical
appliances, or for repairs to
appliances, or for arrears
$
$
$
(e) Total amount paid or payable
$
$
$
(f) Period covered
(g) Month paid or payable
Records Consulted
12.16
/
/
/
Yes
Yes
Yes
No
No
No
Amount Paid
in the Last
12 Months
Would you please tell me how much your household
paid in the last 12 months on the following items –
Records
Consulted
Yes
No
(a) Television service contract
$
8100
2180 00 00
(b) Video-recorder service contract
$
8100
2186 00 00
(c) Service contract for combination of home appliances $
8100
2187 00 00
(d) Home-heating oil
$
8100
2197 00 00
(e) Firewood
$
2002 00 00
(f) Coal
$
8100
2007 00 00
(g) Bottled gas
$
8100
2004 00 00
(h) Insurance on personal effects not covered by
contents insurance
$
(i) NZ Post box rental
$
6426 00 00
(j) Fee for safe-deposit boxes
$
8100
2892 00 00
8100
2009 00 00
8100
6426 00 00
8100
2893 00 00
8100
6708 00 00
52
NOTES
13.1
Vehicles
Exclude (a) any vehicles used solely for business purposes (ie vehicles which were never used for private
purposes in the last 12 months), (b) taxis, rental cars, and other vehicles hired during the year, and (c) currently
owned vehicles that are not roadworthy and which are not intended to be made so.
Record all other vehicles including any sold or disposed of in the last year.
13.1 (a)
Type of Vehicle
After recording the type of vehicle, you may add any other distinguishing comments such as –
Car
Car
Car
Van
Van
Toyota
Blue Laser
Yellow Laser
Fred’s
John’s
Record details of sixth and subsequent vehicles on the next page.
Vehicle Costs
Ignore these questions for vehicles owned by a limited liability company.
For vehicles owned by a self-employment company, record the FULL relicensing, insurance, and CNG/LPG
fees paid by the company.
If a bicycle has a separate insurance policy of its own, then record the bicycle in Q13.1. Answer Questions
13.1(b) – (d) and (f) for it.
(e)
Relicensing
A vehicle may be relicensed for either six months or one year.
(f)
Insurance
Do not include insurance premiums that are contained in hire-purchase instalments.
If insurance on a particular vehicle is included in a comprehensive Building/Contents/Vehicles insurance
policy, then record ‘Q4.10’ in the ‘Latest premium’ box for that vehicle.
(g)
Current market value
Only record this information for cars, station-wagons, vans, utilities, and four-wheel-drive vehicles which the
respondent currently owns.
Do not attempt to record this information for other types of vehicles, or for vehicles which the respondent does
not currently own.
(h)
CNG/LPG Cylinder Inspection
This is a five-yearly inspection of LPG tanks and CNG cylinders.
53
TRANSPORTATION
Office Use Only
13.1
Has any member of the household had use of a vehicle of any type in the last 12
months (show card H).
Yes
No
If “No” go to 13.9
Basic Type of Vehicle
8720
00 00
Distinguishing Comments (if any) 8721
00 00
8722
00 00
21 V1
25 V2
(a) Type of vehicle
8723
00 00
29 V3
33 V4
8724
00 00
37 V5
8700
00 00
8725
00 00
8726
00 00
8727
00 00
Yes
8728
00 00
No
8701
00 00
Vehicle Reference
V1
V2
(b) Was the vehicle owned,
or was it borrowed?
Owned
Borr.
(c) Was the vehicle used for
business purposes?
IF YES: What
percentage was it used
for business?
(d) Is the vehicle still
owned/borrowed?
V5
34
38
1 Owned
1 Owned
1 Owned
1 Owned
1
2
Borr.
2 Borr.
2
2
2
Yes
Yes
Yes
No
No
24
%
28
1
No
35
31
%
1
No
1
No
8729
00 00
% 8730
00 00
Yes
1 8731
00 00
No
8732
00 00
%
36
Yes
Borr.
39
%
32
Yes
Borr.
Yes
No
27
23
Yes
V4
30
No
IF NO: How was the
vehicle disposed of?
V3
26
22
40
1
Yes
No
28
32
36
40
2 Traded
2 Traded
2 Traded
2 Traded
2
8702
00 00
Sold
3
3
3
3
Sold
3 8733
00 00
Other
4 Other
4 Other
4 8734
00 00
8735
00 00
8736
00 00
8703
00 00
8737
00 00
8738
00 00
8739
00 00
24
Traded
Sold
Sold
4 Other
Sold
4 Other
IF OTHER, specify:
(e) What was the relicensing
fee for the vehicle?
$
$
Period covered
6m
(f) Vehicle insurance –
Latest premium
$
Yr
$
Yr
6m
$
$
Yr
6m
$
$
Yr
6m
$
Yr
6m
$
Period covered
/
Month paid
Records Consulted
(g) Market Value
(h) Is the vehicle fitted with
CNG or LPG?
/
/
/
/
Yes
Yes
Yes
Yes
Yes
8740
00 00
No
No
No
No
No
8704
00 00
$
$
$
$
00 00
$
Yes
Yes
Yes
Yes
Yes
00 00
No
No
No
No
No
00 00
00 00
If ‘No’, go to next
vehicle. If ‘Yes’, ask:
(i) What was the
latest amount paid
for the CNG/LPG
inspection fee?
(ii) Did you pay a
five-yearly
cylinder or tank
inspection fee in
the last 12
months?
00 00
$
$
$
$
00 00
$
00 00
00 00
Yes
Yes
Yes
Yes
Yes
00 00
No
No
No
No
No
00 00
00 00
(iii) If ‘Yes’, ask:
What was the
latest amount paid
for that fee?
00 00
00 00
00 00
$
$
$
$
$
00 00
00 00
54
NOTES
13.1
Vehicles
Exclude (a) any vehicles used solely for business purposes (ie vehicles which were never used for private
purposes in the last 12 months), (b) taxis, rental cars, and other vehicles hired during the year, and (c) currently
owned vehicles that are not roadworthy and which are not intended to be made so.
Record all other vehicles including any sold or disposed of in the last year.
13.1 (a)
Type of Vehicle
After recording the type of vehicle, you may add any other distinguishing comments such as –
Car
Car
Car
Van
Van
Toyota
Blue Laser
Yellow Laser
Fred’s
John’s
Vehicle Costs
Ignore these questions for vehicles owned by a limited liability company.
For vehicles owned by a self-employment company, record the FULL relicensing, insurance, and CNG/LPG
fees paid by the company.
If a bicycle has a separate insurance policy of its own, then record the bicycle in Q13.1. Answer Questions
13.1(b) – (d) and (f) for it.
(e)
Relicensing
A vehicle may be relicensed for either six months or one year.
(f)
Insurance
Do not include insurance premiums that are contained in hire-purchase instalments.
If insurance on a particular vehicle is included in a comprehensive Building/Contents/Vehicles insurance
policy, then record ‘Q4.10’ in the ‘Latest premium’ box for that vehicle.
(g)
Current market value
Only record this information for cars, station-wagons, vans, utilities, and four-wheel-drive vehicles which the
respondent currently owns.
Do not attempt to record this information for other types of vehicles, or for vehicles which the respondent does
not currently own.
(h)
CNG/LPG Cylinder Inspection
This is a five-yearly inspection of LPG tanks and CNG cylinders.
TRANSPORTATION – continued
55
Office Use Only
13.1
– continued
8741
00 00
8742
00 00
45 V7
8743
00 00
49 V8
53 V9
8744
00 00
8705
00 00
8745
00 00
8746
00 00
Basic Type of Vehicle
Distinguishing Comments (if any)
41 V6
(a) Type of vehicle
57 V10
Vehicle Reference
V6
V7
Owned
IF YES: What
percentage was it used
for business?
(d) Is the vehicle still
owned/borrowed?
50
54
58
1 Owned
1 Owned
1 Owned
1 Owned
1 8747
00 00
2
2
2
2 8748
00 00
8706
00 00
8749
00 00
8750
00 00
Borr.
2 Borr.
Yes
Yes
Yes
Yes
No
No
No
No
No
47
43
44
%
48
1
Yes
No
%
56
1
Yes
No
Borr.
59
%
52
1
Yes
Borr.
55
51
%
No
IF NO: How was the
vehicle disposed of?
V10
Yes
Borr.
(c) Was the vehicle used for
business purposes?
V9
46
42
(b) Was the vehicle owned,
or was it borrowed?
V8
%
8751
00 00
Yes
1 8752
00 00
No
8707
00 00
60
1
Yes
No
48
52
56
60
2 Traded
2 Traded
2 Traded
2 Traded
2 8753
00 00
Sold
3
3
3
3
Sold
3
8754
00 00
Other
4 Other
4 Other
4
8755
00 00
8756
00 00
8708
00 00
8757
00 00
8758
00 00
8759
00 00
8760
00 00
8709
00 00
44
Traded
Sold
Sold
4 Other
Sold
4 Other
IF OTHER, specify:
(e) What was the relicensing
fee for the vehicle?
$
$
Period covered
6m
(f) Vehicle insurance –
Latest premium
$
Yr
$
Yr
6m
$
$
Yr
6m
$
$
Yr
6m
$
Yr
6m
$
Period covered
/
Month paid
Records Consulted
(g) Market Value
(h) Is the vehicle fitted with
CNG or LPG?
/
/
/
/
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
00 00
$
00 00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00 00
00 00
If ‘No’, go to next
vehicle. If ‘Yes’, ask:
00 00
00 00
(i) What was the
latest amount paid
for the CNG/LPG
inspection fee?
$
$
$
$
$
00 00
00 00
00 00
(ii) Did you pay a
five-yearly
cylinder or tank
inspection fee in
the last 12
months?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00 00
00 00
00 00
00 00
(iii) If ‘Yes’, ask:
00 00
What was the
latest amount paid
for that fee?
$
$
$
$
$
00 00
00 00
00 00
56
NOTES AND EDIT CHECK
Account Payments
This refers to accounts paid for repairs or maintenance, and which included a charge for labour.
13.3 (a)
Items Purchased
Separate the cost of combined purchases of parts and/or accessories into single items (water pump, alternator,
etc.) or single kinds of items (eg tyres), using the respondent’s best estimate if necessary. Record only those
items or kinds of items which cost $200 or more.
Do not include accessories installed in a vehicle prior to it being purchased, and which were paid for at the
same time as the vehicle itself.
(b)
Shop-type
Record as Garage, Auto Parts, Panelbeater, Private, etc.
(d)
Cash Price
For jobs, record the total amount paid (ie do not separate into labour and parts components). For parts, record
the total cost of each type of part bought at one time (eg $525 for five tyres).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
TRANSPORTATION – continued
57
Office Use Only
13.2
In the last 12 months, did any member of this household –
Yes
13.3
•
pay an account of $200 or more for the repair or maintenance
of a vehicle?...
...
...
...
...
...
...
•
pay $200 or more for a vehicle part or vehicle accessory that
was bought by a household member? ...
...
...
No
If both answers to Q13.2 are ‘No’, then go to Q13.4 overleaf. Otherwise ask:
For each such payment, would you please tell me the –
(b)
(a) Type of Job, or Item Purchased
If a job, go to (c). Otherwise ask:
What Kind of Shop Was the Item
Purchased From?
ST MP
A
B
C
D
A
B
D
C
(c) Which vehicle was the
job or item for?
(Enter Vehicle Reference)
(d) Cash price
$
(e) Did the price include a
charge for labour?
(f) Did you pay any of the
cost on time-payment
with interest?
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
/
/
/
(h) Was any of the
money obtained
from a loan?
Yes
Yes
Yes
Yes
No
No
No
No
(i)
Yes
Yes
Yes
Yes
No
No
No
No
IF YES: Was the
loan taken out in
the last 12 months?
If (f) is ‘Yes’, ask:
(j)
Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l)
$
$
$
$
Each instalment
MP
00
(m) Frequency of
instalments
00
00
(n) Number of instalments required
Records consulted
00
Yes
Yes
Yes
Yes
No
No
No
No
If more than 4 payments, then continue overleaf.
Otherwise, go to Question 13.4 overleaf.
58
NOTES AND EDIT CHECK
13.3 (a)
Items Purchased
Separate the cost of combined purchases of parts and/or accessories into single items (water pump, alternator,
etc) or single kinds of items (eg tyres), using the respondent’s best estimate if necessary. Record only those
items or kinds of items which cost $200 or more.
Do not include accessories installed in a vehicle prior to it being purchased, and which were paid for at the
some time as the vehicle itself.
(b)
Shop-type
Record as Garage, Auto Parts, Panelbeater, Private, etc.
(d)
Cash Price
For jobs, record the total amount paid (ie do not separate into labour and parts components). For parts, record
the total cost of each type of part bought at one time (eg $525 for five tyres).
(f)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(h)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(i)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
TRANSPORTATION – continued
59
Office Use Only
13.3
– continued
(b)
(a) Type of Job, or Item Purchased
If a job, go to (c). Otherwise ask:
What Kind of Shop Was the Item
Purchased From?
ST MP
E
F
G
H
E
F
H
G
(c) Which vehicle was the
job or item for?
(Enter Vehicle Reference)
(d) Cash price
$
(e) Did the price include a
charge for labour?
(f) Did you pay any of the
cost on time-payment
with interest?
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘No’, ask:
(g) Month paid
/
(h) Was any of the
money obtained
from a loan?
(i)
IF YES: Was the
loan taken out in
the last 12 months?
/
/
/
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
If (f) is ‘Yes’, ask:
(j)
Month deposit paid
/
/
/
/
(k) Cash deposit
$
$
$
$
(l)
$
$
$
$
Each instalment
MP
00
(m) Frequency of
instalments
00
00
(n) Number of instalments required
Records consulted
13.4
00
Yes
Yes
Yes
Yes
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card I (after finishing the question)
Yes
No
Record details on previous page or,
if no room there, in Q13.3 above
60
NOTES AND EDIT CHECK
13.5
Vehicles Bought
Do not include vehicles used purely for business purposes, but do include vehicles used partly for business
purposes and partly for private use, and vehicles used purely for private purposes.
13.6 (b)
Outlet Bought From
Record as Dealer, Bicycle Shop, Auction, Private, etc.
13.6 (c)
Vehicle Reference
Identify Vehicle Reference from Question 13.1
(e)
Cash Price of Vehicle
This is the basic cost of the vehicle, excluding (i) the cost of any extra accessories installed prior to purchase,
(ii) the cost of petrol added to the basic price, and (iii) registration/licence fees.
(g)
Item Traded-in
If a vehicle was traded-in, then identify its Vehicle Reference from Question 13.1. If other than a vehicle was
traded-in, then record the item traded-in.
(h)
Registration/Licence Fees
The combined amount (including also the A.C.C. Levy portion of the Licence Fee) should be shown on the
Vehicle-purchase Agreement. If not, then calculate from Appendix II in your Manual.
(i)
Cost of Petrol
This should be shown as a separate item on the Vehicle-purchase Agreement.
(j)
Cost of Accessories
The cost of extra accessories (mud-flaps, tow-bar, radio, etc.) installed in a vehicle at the purchaser’s request
prior to it being paid for should be shown in the Vehicle-purchase Agreement.
(k)
Engine Size
Ask only for road vehicles, and enter the number of cc’s eg 1,500cc, 2,100cc etc.
(m)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(o)
Cash From a Loan
For cash obtained from a credit-card advance, tick the ‘No’ box.
(p)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(r)
Cash Deposit
Do not include the trade-in amount in the cash deposit, but do include in the deposit any cash that had been
obtained from a loan.
61
TRANSPORTATION – continued
Office Use Only
13.5
In the last 12 months, did any member of this household buy any of the vehicles
you have mentioned?
Yes
No
13.6
Go to Question 13.7
For each vehicle bought, would you please tell me the –
(b) What Type of Outlet Was It
Bought From?
(a) Type of vehicle
ST MP
00
(–)
00
(c)
Vehicle Reference (see Notes)
(d) Was the vehicle bought
new, or was it secondhand?
New
New
New
New
00
Used
Used
Used
Used
00
(e) Cash price of vehicle
$
$
$
$
(f) Value of trade-in (if any)
$
$
$
$
00
00
(g) Vehicle reference letter of
trade-in, or item traded-in
(h) If new and not a bicycle:
Registration/Licence fees $
If a new motor vehicle, ask:
$
$
$
00
00
(i) Cost of petrol included
in purchase price
$
$
$
$
(j) Cost of extra accessories $
$
$
$
$
$
$
00
(k) Engine size (see Notes)
(l) OFFICE USE (e-f+h+i+j)
$
(m) Was the vehicle bought
on time-payment with
interest?
Yes
Yes
Yes
Yes
No
No
No
No
00
(n) Month paid
/
(o) Was any of the
money obtained
from a loan?
(p) IF YES: Was the
loan taken out in the
last 12 months?
If (m) is ‘Yes’, ask:
/
/
/
00
Yes
Yes
Yes
Yes
No
No
No
No
00
Yes
Yes
Yes
Yes
00
No
No
No
No
(q) Month deposit paid
/
/
/
/
(r) Cash deposit
$
$
$
$
(s) Each instalment
$
$
$
$
00
00
00
Yes
Yes
Yes
Yes
No
No
No
No
00
$
$
$
(–)
00
(t) Frequency of
instalments
Records consulted
(–)
00
If (m) is ‘No’, ask:
(u) Number of instalments required
(v) Does the instalment
include vehicle
insurance?
(w) IF YES: What was
the full insurance
premium?
(–)
$
00
Yes
Yes
Yes
Yes
No
No
No
No
(–)
62
NOTES
13.7
Vehicles Sold
Include a vehicle sold to a wrecking/dismantling firm.
Do not include a vehicle written off and taken over by an insurance company, as the payment by the company
is covered in Q24.4.
13.8 (a)
Vehicle Sold
Identify from Q13.1 the Vehicle Reference of the vehicle sold, and record it.
(c)
Cash Price Obtained
Record the amount of money actually received from the buyer.
(e)
Other Selling Costs
Include advertising costs, commission fees, etc.
63
TRANSPORTATION – continued
Office Use Only
13.7
In the last 12 months, did any member of this household sell any of the vehicles
you have mentioned, other than as a trade-in?
Yes
No
13.8
Go to Question 13.9
For each vehicle sold, would you please tell me –
MS
00
(a) Which vehicle was sold
(b) Month sold
/
(c) Cash price obtained (net
of direct selling costs)
/
/
4409
$
$
$
(d) Change-of-ownership fee
(if paid separately)
$
$
$
$
(e) Other selling costs paid
separately
$
$
$
Records consulted
00
/
$
00
00
(–)
00
4409
$
(–)
00
00
Yes
Yes
Yes
Yes
No
No
No
No
(–)
00
4409
00
00
(–)
00
4409
13.9
00
In the last 12 months, did any of you pay a single amount of $200 or more for the
hire of a rental-car, van, truck, campervan, caravan, or boat?
Yes
No
13.10
Go to Question 14.1
For each such payment, would you please tell me the –
Amount
Paid
Type of Vehicle Hired
Month
Paid
Records
Consulted
Yes
No
MP
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
00
64
NOTES
14.1 (a)
Absences from Home
‘4 days’ means 96 hours.
14.1 (b)
If a business trip also included the spending of private money, such as for a partner or an extension to the trip
of 4 or more days, include it here.
14.4
Those Absences
This term refers to the number recorded in Q14.3.
14.5
For business trips that involved the spending of private money, only record the portion of the trip that was
covered by private spending. For example, if a partner also goes on the trip for a holiday, only record their
portion of the trip. In this case, Q14.5 (a) should be recorded as ‘1’. If an extension of 4 or more days is added
on to the business trip, only record that portion of the trip. In this case, Q14.5(b) should be the number of days
of the extension.
14.5 (a)
Persons Involved
Enter Person Numbers.
(d)–(i)
Costs
If precise figures are not available, then approximations will suffice.
14.5 (d)
Accommodation Costs
Resorts should be included under Hotel.
Motor Inns should be included under Motel.
Hosted includes private hotels, guest houses, bed and breakfast, farm stay, and host farm.
If ‘Other’, then specify the type of accommodation involved.
14.5 (f)
Public Transport Costs
For single payments covering more than one type of public transport, record the cost of each type, using the
respondent’s best estimate if necessary.
If ‘Other’, then specify the type of transport involved.
Inter-island Ferry
This covers all inter-island ferries, including Tranzrail and other companies.
14.5 (h)
School Trip
Include all of the costs of the school trip such as accommodation, fares etc. but do not include spending
money.
14.5 (i)
Other Costs
Do not include any single payments of $200 or more in this question. Any such expenditure during the holiday
or trip should be recorded elsewhere in this questionnaire (eg car repairs to Q13.3, clothes to Q16.3).
14.5 (j)
Total Cost
In theory, this should be the total expenditure that would have been recorded in members’ Diaries if they had
been keeping Diaries whilst on holiday, minus any single payments of $200 or more on items other than
accommodation and transport costs.
65
NEW ZEALAND TRAVEL
Office Use Only
14.1
(a) During the last 12 months, was any member of this household away from
home for 4 days or more at any one time on business trips or working
holidays?
Yes
No
(b) During the last 12 months, was any member of this household away from
home for 4 days or more at any one time, for any other reason?
Yes
No
14.2
Go to Page 71, Question 14.6
Talking about private trips only:
How many separate absences of 4 days or more involved travel entirely within
New Zealand?
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.3
8800 00 00
How many of those absences involved the spending of money?
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.4
8801 00 00
And how many of those absences ended within the last 12 months?
8802 00 00
Number: ............................ IF NONE, go to Page 71, Question 14.6
14.5
8803 00 00
For each of those absences, would you please tell me the –
8804 00 00
Holiday or Trip
1
3
2
4
8805 00 00
8806 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
01
02
03
04
07 8807 00 00
08
8808 00 00
05
06
(d) Accommodation Costs –
6301 00 00
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
6304 00 00
Private house/Bach
05 $
$
$
$
6305 00 00
Hosted/B&B
07 $
$
$
$
6307 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
6302 00 00
6303 00 00
00 00
4401 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
4030 00 00
Rail
13 $
$
$
$
4013 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
22
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALANDNOTES
TRAVEL – continued
66
Holiday or Trip
14.5
– continued
5
Office Use Only
7
6
8
8809 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
09
10
11
12
15 8810 00 00
16 8811 00 00
13
14
8812 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
8816 00 00
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
8813 00 00
8814 00 00
8815 00 00
6302 00 00
6303 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
6304 00 00
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
22
00 00
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
6307 00 00
4401 00 00
4030 00 00
4013 00 00
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALAND TRAVEL – continued
Holiday or Trip
14.5
– continued
9
Office Use Only
11
10
12
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
17
18
19
20
67
8817 00 00
8818 00 00
23
24 8819 00 00
21
22
8820 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
8821 00 00
Motels
02 $
$
$
$
8822 00 00
Backpackers/Hostels
03 $
$
$
$
8823 00 00
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
6302 00 00
01 $
$
$
$
6303 00 00
Air
30 $
$
$
$
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
6307 00 00
Other: .................................
(e) Private transport costs
(f) Public Transport Costs –
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
11 $
$
$
$
4401 00 00
4030 00 00
* $
$
$
$
* $
$
$
$
(h) School trip
* $
$
$
$
(j) Total cost
6304 00 00
00 00
22
(g) Package-tour cost
(i) Other costs (incl. spending
money, food, etc.)
8824 00 00
4013 00 00
4020 00 00
30 $
$
$
$
$
$
$
$
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALANDNOTES
TRAVEL – continued
68
Holiday or Trip
14.5
– continued
13
Office Use Only
15
14
16
8825 00 00
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
25
26
27
28
31 8826 00 00
32 8827 00 00
29
30
8828 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
Motels
02 $
$
$
$
Backpackers/Hostels
03 $
$
$
$
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
8832 00 00
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
01 $
$
$
$
Other: .................................
(e) Private transport costs
8829 00 00
8830 00 00
8831 00 00
6302 00 00
6303 00 00
(f) Public Transport Costs –
Air
30 $
$
$
$
6304 00 00
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
22
00 00
11 $
$
$
$
* $
$
$
$
(g) Package-tour cost
* $
$
$
$
(h) School trip
* $
$
$
$
30 $
$
$
$
$
$
$
$
Other: ................................
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
6307 00 00
4401 00 00
4030 00 00
4013 00 00
4020 00 00
4022 00 00
4011 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
NEW ZEALAND TRAVEL – continued
Holiday or Trip
14.5
– continued
17
Office Use Only
19
18
20
(a) Persons involved in the trip
(b) Duration of trip or holiday (days)
(c) Month and year trip began
35
36
33
34
69
8833 00 00
8834 00 00
39
40 8835 00 00
37
38
8836 00 00
(d) Accommodation Costs –
Hotels
01 $
$
$
$
8837 00 00
Motels
02 $
$
$
$
8838 00 00
Backpackers/Hostels
03 $
$
$
$
8839 00 00
Caravan parks/Camp grounds 04 $
$
$
$
Private house/or Bach
05 $
$
$
$
Hosted/B&B
07 $
$
$
$
6301 00 00
* $
$
$
$
6302 00 00
01 $
$
$
$
6303 00 00
Air
30 $
$
$
$
Rail
13 $
$
$
$
6305 00 00
Inter-island ferry - passenger/s 20 $
$
$
$
6307 00 00
Other: .................................
(e) Private transport costs
(f) Public Transport Costs –
Inter-island ferry - passenger/s
& vehicle
Bus/Coach
Other: ................................
8840 00 00
6304 00 00
00 00
22
11 $
$
$
$
4401 00 00
* $
$
$
$
4030 00 00
(g) Package-tour cost
* $
$
$
$
4013 00 00
(h) School trip
* $
$
$
$
30 $
$
$
$
4022 00 00
$
$
$
$
4011 00 00
(i) Other costs (incl. spending
money, food, etc.)
(j) Total cost
4020 00 00
4043 00 00
4041 00 00
6243 00 00
6830 00 00
70
14.6
NOTES
Exclude –
(a) business trips;
(b) trips already mentioned;
(c) payments relating to trips not yet taken.
Include trips of less than one day.
14.7
Person Who Paid
Enter Person Number.
Type of Fare or Accommodation
Record as ‘Air’, ‘Rail’, ‘Bus’, ‘Ferry’, ‘Hotel’, ‘Motel’, ‘Private-house rental’, ‘Boarding House’, etc, as appropriate.
Do not combine separate payments. For example, an airfare of $260 and a hotel bill of $220 must be recorded
separately. If individual amounts cannot be ascertained precisely, then best estimates will suffice.
Record only those items which cost $200 or more.
14.9
Persons Involved
Enter Person Numbers.
Period Away
Ask the remaining questions in both cases.
Type of Fare or Accommodation
Record as ‘Air’, ‘Rail’, ‘Ferry’, ‘Hotel’, ‘Motel’, ‘Private-house rental’, etc, as appropriate.
Do not combine separate payments. For example, an airfare of $260 and an accommodation cost of $320
must be recorded separately. If individual amounts cannot be ascertained precisely, then best estimates will
suffice.
Record only those items which cost $200 or more.
14.10
Travel Payments for Members of Other Households
This question covers, for example, travel payments by parents and grandparents for their children and
grandchildren to visit them from elsewhere in New Zealand.
Do not include travel payments by household members for relatives living overseas to come to New Zealand.
Such payments are covered on the next page.
NEW ZEALAND TRAVEL – continued
14.6
Office Use Only
In the last 12 months, did any member of this household pay an amount of $200
or more for any of these items in connection with a trip which lasted less than
4 days including day trips?
Show Card J (after finishing the question)
Yes
No
14.7
Go to Question 14.8
For each separate payment, would you please tell me the –
Person
Who Paid
Amount
Paid
Type of Fare or Accommodation
Records
Consulted
Month
Paid
Yes
14.8
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
Have any of you paid an amount of $200 or more for any of these items in
connection with a private trip in New Zealand that you have yet to take?
Show Card J (after finishing the question)
Yes
No
14.9
Yes
14.10
Go to Question 14.10
For each separate payment, would you please tell me the –
Will the
Person(s) be
Away From
Home for
Person(s)
4 Days
Involved
or More?
Type of Fare or
Accommodation
Amount
Paid
Month
Paid
No
Records
Consulted
Yes
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
In the last 12 months, did any of you pay an amount of $200 or more for any of
these items for travel by a member of another household?
Show Card J (after finishing the question)
Yes
No
14.11
Go to Question 15.1
For each separate payment, would you please tell me the –
Amount
Paid
Type of Fare or Accommodation
Month
Paid
Records
Consulted
Yes
71
No
$
/
8100 00
$
/
8100 00
$
/
8100 00
72
NOTES
15.1
Overseas Travel
Please note that this question does NOT mean “Has any member of this household been overseas in the last
12 months?”
The question covers (i)
(ii)
(iii)
amounts paid for trips not yet taken;
amounts paid up to 12 months ago in respect of trips which ended more than
12 months ago (eg credit-card payments made on return to New Zealand); and
amounts paid in the last 12 months for trips which ended in the last 12 months;
The question also covers payments made by household members for relatives overseas to travel to New
Zealand to visit them.
15.2 (a)
(b)
Persons Involved
Enter Person Number, except for travel to New Zealand by an overseas resident.
Furthest Destination
‘Furthest’ means furthest in distance from New Zealand. Record city if possible; otherwise record country.
For travel to New Zealand by an overseas resident, record country that the resident travelled from.
(c)
Duration of Trip
Write in whether days, weeks or months.
(d)
Costs Paid by Others
If ‘Yes’, then ask respondent to ignore those costs met by the business, and/or those costs met by another
household, when answering (e) – (q). An example of costs met by another household is a grandparent paying
for an overseas trip for a grandchild.
(h)
Prepaid Air Fares
‘Prepaid’ means paid before departure.
(i)
Other Prepaid Fares
Include ship, train, and bus fares, and rental-car hire.
(j)
Prepaid Accommodation
Include the cost of any meals prepaid.
(n)
Airport Tax
Include cost of tax if amount not included in total prepaid travel costs. This includes tax for overseas airports
paid from within New Zealand.
(o)
Payments While Overseas
Do not include expenditure charged to a credit-card, but DO include payments by cash, by travellers cheques,
and by foreign currency from overseas bank accounts.
(q)
Other Amounts Paid in NZ
These would be expenses charged to a credit-card while overseas. Such charges are billed in NZ, and are
paid in NZ currency.
73
OVERSEAS TRAVEL
Office Use Only
15.1
In the last 12 months, did any member of this household pay any amount, either
in New Zealand or while overseas, on –
Yes
•
•
•
•
15.2
No
past overseas travel for business purposes?
past overseas travel for private purposes?
future overseas travel for any purpose?
travel to NZ by an overseas resident?
If all are No,
go to Q 16.1
For each trip, you have made a payment for, would you please tell me the –
(a) Persons Involved
(b) Furtherest Destination
(c) Duration of the trip
A
B
C
D
E
A
B
D
C
E
(d) Was any part of the cost
paid by a business or by
another household?
(IF YES, see Note)
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(e) Was the payment for a
package holiday?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
If (e) is Yes ask:
(f)
What was the pre-paid cost
of the package holiday?
Ask for all overseas trips:
For package holidays, ask for
costs not included in package.
How much did you pay for –
(g) Overseas travel insurance?
(h) Airfares prepaid in the last
12 months?
(i) Other fares prepaid in the last
12 months?
(j) Accommodation prepaid in the
last 12 months?
(k) If breakdown of (h) – (j) is
unavailable, record total
amount prepaid
(l)
4117 00 00
00
Yes
Yes
Yes
Yes
Yes
00
No
No
No
No
No
00
If (m) is Yes ask:
(n) Amount of Airport Tax paid
in NZ
MP
4113 00 00
Month fare paid in NZ
(m) Has the trip been taken yet?
8860 00 00
00
$
$
$
$
$
00
(o) Total amount paid out while
overseas
(p) Customs Duty and GST paid
in NZ
$
$
$
$
$
$
$
$
$
$
(q) Other amounts paid in NZ but
incurred while overseas
$
$
$
$
$
4112 00 00
Yes
Yes
Yes
Yes
Yes
4120 00 00
No
No
No
No
No
4115 00 00
Records consulted
00
4110 00 00
4111 00 00
4119 00 00
74
NOTES
16.1
Clothing and Footwear
Include items purchased from overseas by mail-order.
16.2
Kind of Article
A kind of article is a particular item for a man, a particular item for a woman, a particular item for a boy, a
particular item for a girl, or a particular item for an infant, regardless of how many units of the item were bought
at one time. For example, three shirts for a man, shirts for two boys, a dress for a woman, and three dresses
for two girls, are each a separate kind of article.
School uniforms are not one kind of article as they are made up of separate items. Complete this question if
$200 or more was spent on one kind of article.
For example:
Do record school jerseys bought for 3 boys at the same time and which cost $240 in total.
●
●
Do not record a school uniform for one boy made up of shorts, socks, a shirt, a jersey etc which costs
over $200 in total.
Suits which cost $200 or more can be regarded as one kind of article if they have a single price.
For example
●
Do record a suit which cost $230.
●
Do not record a suit for which the trousers/skirt cost $80 and the jacket cost $150, even though the total
was over $200.
16.3 (a)
Article Purchased
If several articles of clothing or footwear were purchased at one time, and the collective cost was $200 or
more, then record only those kinds of article (if any) that cost $200 or more, and record each such kind of
article on a separate line.
16.3 (b)
Type of Person
Record the type of person that the item was purchased FOR, regardless of the type of item. For example, if
what would usually be regarded as women’s clothing is bought for a girl, then record ‘girl’, not ‘woman’.
An infant is a person aged 0-2 years.
A boy or girl is a person aged 3-14 years.
A man or woman is a person aged 15 years or over.
16.3 (e)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
75
CLOTHING AND FOOTWEAR
16.1
Office Use Only
In the last 12 months, did any member of this household pay $200 or more at one
time for clothing or footwear?
Yes
No
16.2
Go to Question 16.4
In your payments of $200 or more, did you pay $200 or more for any one kind of
article?
For example, did you pay $200 or more for a woman’s dress or dresses, or for
shirts for a man, or for skirts for a girl or girls, or for shoes for a boy or boys?
Yes
No
16.3
Go to Question 16.4
For each such payment, would you please tell me –
(b) Was it for a Man, (c) What Type of
a Woman, a Boy,
Shop Was It
a Girl, or an Infant?
Purchased From?
(a) Article Purchased
ST MP
A
B
C
D
E
A
B
D
C
E
(d) Cash price
$
$
$
$
$
(e) Did you pay any of that on
time-payment with interest?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If (e) is ‘No’, ask:
(f) Month paid
/
/
/
/
/
/
/
/
/
/
If (e) is ‘Yes’, ask:
(g) Month deposit paid
(h) Cash deposit
$
$
$
$
$
(i) Each instalment
$
$
$
$
$
MP
00
(j) Frequency of instalments
00
(k) Number of instalments
required
00
00
Records consulted
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If more than 5 purchases, then continue overleaf.
Otherwise, go to Question 16.4 overleaf.
00
76
16.3 (b)
NOTES
Type of Person
Record the type of person that the item was purchased FOR, not the type of person’s clothing. For example,
if what would usually be regarded as women’s clothing is bought for a girl, then record ‘girl’ not ‘woman’.
An infant is a person aged 0-2 years.
A boy or girl is a person aged 3-14 years.
A man or woman is a person aged 15 years or over.
16.3 (e)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
16.6
Items Sold
Describe only as clothing or as footwear.
For ‘type of person’, record ‘man’, ‘woman’, ‘boy’, ‘girl’, or ‘infant’.
77
CLOTHING AND FOOTWEAR – continued
16.3
Office Use Only
– continued
(b) Was it for a Man, (c) What Type of
a Woman, a Boy,
Shop Was It
a Girl, or an Infant?
Purchased From?
(a) Article Purchased
ST MP
F
G
H
I
J
F
G
I
H
J
(d) Cash price
$
$
$
$
$
(e) Did you pay any of that on
time-payment with interest?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
If (e) is ‘No’, ask:
(f) Month paid
/
/
/
/
/
/
/
/
/
/
If (e) is ‘Yes’, ask:
(g) Month deposit paid
(h) Cash deposit
$
$
$
$
$
(i) Each instalment
$
$
$
$
$
MP
00
(j) Frequency of instalments
00
(k) Number of instalments
required
00
00
Records consulted
16.4
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00
Is there anything on this card that you may have forgotten?
Show Card K (after finishing the question)
Yes
No
16.5
Record details on previous page
or, if no room there, in Q16.3
above
In the last 12 months, did any member of this household sell for $100 or more
any item of clothing or footwear?
Yes
No
16.6
Go to Question 17.1
For each item sold, would you please tell me the –
Item
Type of
Person
Amount
Received
Month
Sold
MS
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
$
/
8100 00
(–)
78
17.1
NOTES
Fees and Subscriptions
This question covers only fees and subscriptions that are of a fixed amount and which are paid either annually,
or at fixed intervals (per term, month, etc), or for a specific course of lessons.
Subscriptions Levied by Clubs or Leisure Societies
Include subscriptions levied by other leisure organisations such as associations, institutes, lodges, and welfare
groups.
Education Fees
Exclude fees (or parts thereof) covered by a scholorship/bursary and that were paid directly to an educational
institution by the provider of the scholorship/bursary, but do include any part of the fees that were paid by (or
on behalf of) the person.
Regular Child Care
Include set fees charged by creches, nurseries, kindergartens, pre-schools and playcentres for child care
undertaken on a regular basis.
17.2
Type of Fee or Subscription
Examples of the type of answer required are:
School fees (excl. boarding fees)
Boarding fees
Embroidery class
Exam. fee (typing course)
Driving tuition
Flying tuition
Art class
Music lessons
Speech lessons
Creche fee
Playcentre fee
Golf club sub.
Racing club sub.
Orchestra sub.
Drama Soc. sub.
Coaching (swimming)
Social club sub.
Record only set fees and set subscriptions, not incidental costs like activity or attendance fees, nor donations,
nor optional amounts payable.
Do not record magazine subscriptions, or subscriptions to organisations such as Consumers Institute or National
Geographic Society which people belong to mainly to obtain the magazine published by the organisations
concerned.
State the type of club, society, or nightschool class. Do not record ‘Club’, or ‘Society’ or ‘Nightschool’ alone.
Level of Education
Required only for formal-education fees. Code as follows:
C
K
PC
SP
PP
SS
PS
–
–
–
–
–
–
–
Creche, day nursery
Kindergarten, kohanga reo
Pre-school, playcentre
State or integrated primary or intermediate
Private primary or intermediate
State or integrated secondary
Private secondary
CC
CS
T
P
U
TC
PT
O
–
–
–
–
–
–
–
–
Community college
Correspondence school
Technical Correspondence Institute
Polytechnic
University (NZ)
Occupational Training College
Private tertiary
Other educational institution
School fees
If fees are paid by the term, ensure all fees paid for each term in the last 12 months are given.
EDUCATION, RECREATION, SPORT, AND CULTURE
79
Office Use Only
17.1
In the last 12 months, did any member of this household make a single payment
of $100 or more for any of these things?
Yes
•
•
•
•
•
•
•
•
•
17.2
Subscriptions levied by clubs or leisure groups ...
...
Fees charged for hobby classes ...
...
...
...
Fees charged for tuition ...
...
...
...
...
...
...
...
Fees charged for sports coaching...
No
Fixed fees charged by schools (excluding boarding fees)
Boarding fees charged by schools...
...
...
...
University fees or Student Association fee
...
...
Fees charged for regular non-private child care...
...
Fees charged for regular private child care
...
...
If all answers to Q17.1 are ‘No’, then go to Q17.3 below. Otherwise ask:
For each such payment, would you please tell me the –
Type of Fee or Subscription
Do not record abbreviations
Level of
Education
Amount
Paid
Month
Paid
Records
Consulted
Yes
17.3
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
$
/
8100 00
Is there anything on this card that you may have forgotten?
Show Card L (after finishing the question)
Yes
No
No 8100
Record details in Q17.2 above
MP
80
NOTES AND EDIT CHECK
17.4
Do not include
or
but DO INCLUDE
and
17.5 (a)
(i) Items bought by a household member while overseas,
(ii) items purchased overseas by other persons on behalf of a household member,
(a) items purchased overseas by a person not belonging to this household and which
were bought off that person by a member of this household,
(b) items purchased from overseas by mail-order.
Item Bought
Give details of each item bought.
‘camping equipment’.
Do not record vague descriptions such as ‘diving gear’, ‘ski gear’,
For computer purchases, record as ‘Home Computer’ if mains-operated and with a keyboard, even if used
only to play games. Record as ‘Games Computer’ otherwise.
(c)
Shop-type
Record as ‘Sports Store’, ‘Camera Shop’, ‘Pet Shop’, ‘Music Store’, ‘Office Supplies’, etc. For items purchased
from overseas by mail-order, record ‘Overseas’.
(e)
Cash Price/Amount Paid
Use ‘Cash Price’ for purchases and ‘Amount Paid’ for repair and hire payments.
The cash price is the full price payable before any trade-in allowance is deducted, so must be more than any
net price recorded in (f).
(f)
Item Traded-in
If any, then describe item (eg TV, piano, golf clubs, typewriter).
(g)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(i)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(j)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(l)
Cash Deposit
Do not include the trade-in amount (if any) in the deposit.
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
81
Office Use Only
17.4
In the last 12 months, did any member of this household pay a single amount of
$200 or more to buy, repair, or hire any of these things?
Yes
•
•
•
•
•
•
•
17.5
Musical instruments
...
...
...
Educational equipment ...
...
...
Hobby goods or hobby equipment
...
Sports goods or sports equipment
...
No
Toys or recreational equipment...
Pets or racehorses
...
...
...
Office-type equipment for home use ...
(b) Was It a
Purchase, a
Repair, or a Hire?
(a) Item Bought or Paid For
If all answers
are No go to
Q 17.6
ST MP
(c) What Type of
Shop Was It
Bought From?
A
If a
Repair
or Hire,
omit
(c) and (d)
B
C
D
E
A
B
D
C
E
(d) Was the item bought new, or
was it second-hand?
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
(e) Cash price/amount paid
$
$
$
$
$
(f)
MP
Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
$
Net price
$
$
$
$
$
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(g) Did you pay any of that on
time-payment with interest?
00
(–)
00
(–)
00
(–)
00
(–)
00
(–)
If (g) is ‘No’, ask:
(h) Month paid
/
/
/
/
/
(i) Was any of the money
obtained from a loan?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(j) IF YES: Was the loan
taken out in the last
12 months?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
MP
00
00
00
If (g) is ‘Yes’, ask:
(k) Month deposit paid
/
/
/
/
/
00
00
(l) Cash deposit
$
$
$
$
$
(m) Each instalment
$
$
$
$
$
(n) Frequency of instalments
(o) Number of instalments
required
(p) Do the instalments include
insurance?
(q) IF YES: What was the full
insurance premium?
Records consulted
MP
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
00
00
00
$
$
$
$
$
00
00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
82
NOTES AND EDIT CHECK
17.5 (a)
Item Bought
Give details of every item bought. Do not record vague descriptions such as ‘diving gear’, ‘ski gear’,
‘camping equipment’.
For computer purchases, record as ‘Home Computer’ if mains-operated and with a keyboard, even if used
only to play games. Record as ‘Games Computer’ otherwise.
(c)
Shop Type
Record as ‘Sports Store’, ‘Camera Shop’, ‘Pet Shop’, ‘Music Store’, ‘Office Supplies’, etc. For items purchased
from overseas by mail-order, record ‘Overseas’.
(e)
Cash Price/Amount Paid
Use ‘Cash Price’ for purchases and ‘Amount Paid’ for repair and hire payments.
The cash price is the full price payable before any trade-in allowance is deducted, so must be more than any
net price recorded in (f).
(f)
Item Traded-in
If any, then describe item (eg TV, piano, golf clubs, typewriter).
(g)
Method of Payment
Tick the ‘Yes’ box for payments on hire-purchase, and the ‘No’ box for payments by cash, credit card, interestfree terms, revolving-credit account, or lay-by.
(i)
Cash From a Loan
For cash obtained from a credit-card cash advance, tick the ‘No’ box.
(j)
EDIT CHECK
If the loan WAS taken out in the last 12 months, then ensure that the loan is included in Q18.2 on
Page 87/89.
(l)
Cash Deposit
Do not include the trade-in amount (if any) in the deposit.
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
83
Office Use Only
17.5
– continued
ST MP
(a) Item Bought or Paid For
(b) Was It a
Purchase,
a Repair, or a Hire?
(c) What Type of
Shop Was It
Bought From?
F
If a
Repair
or Hire
Omit
(c) and (d)
G
H
I
J
F
(d) Was the item bought new, or
was it second-hand?
New
Used
N/A
(e) Cash price/amount paid
$
(f)
G
I
H
J
New
Used
N/A
New
Used
N/A
New
Used
N/A
New
Used
N/A
$
$
$
$
MP
Did you trade-in
anything?
Item traded-in
Amount received
$
$
$
$
$
Net price
$
$
$
$
$
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(g) Did you pay any of that on
time-payment with interest?
00
(–)
00
(–)
00
(–)
00
(–)
00
(–)
If (g) is ‘No’, ask:
(h) Month paid
/
/
/
/
/
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
(i) Was any of the money
obtained from a loan
Yes
No
(j) IF YES: Was the loan
taken out in the last
12 months?
Yes
MP
00
00
00
If (g) is ‘Yes’, ask:
(k) Month deposit paid
/
/
/
/
/
00
00
(l) Cash deposit
$
$
$
$
$
(m) Each instalment
$
$
$
$
$
(n) Frequency of instalments
(o) Number of instalments
required
(p) Do the instalments include
insurance?
(q) IF YES: What was the full
insurance premium?
MP
Yes
Yes
Yes
Yes
No
No
No
No
No
$
$
$
$
$
00
00
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Is there anything on this card that you may have forgotten?
Show Card M (after finishing the question)
Yes
No
00
00
Records consulted
17.6
00
Yes
Record details on previous page or,
if no room there, in Q17.5 above
84
NOTES
EDUCATION, RECREATION, SPORT, AND CULTURE – continued
85
Office Use Only
17.7
In the last 12 months, did any member of this household obtain $100 or more
from the sale of any of these items, other than as a trade-in?
Show Card M (after finishing the question)
Yes
No
17.8
Go to Question 18.1
For each of those sales, would you please tell me the –
Amount
Received
Item Sold
Month
Sold
Records
Consulted
Yes
MS
No
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
86
NOTES AND EDIT CHECK
18.1
Mortgages and Loans
This question covers all non-property loans of $100 or more that were obtained by specific application and
that were taken out in the last 12 months, regardless of whether or not the money obtained has been spent.
The question does not cover overdrafts, or hire-purchases, or loans taken out more than 12 months ago (even
if still to be paid off), or credit-card cash advances, or advances from the Department of Social Welfare.
Include (i)
18.2 (a)
all relevant loans that have since been paid off;
(ii)
loans from a credit-card company (eg American Express), but not cash advances;
(iii)
all kinds of loans, whether or not secured against property;
(iv)
loans and mortgages covering personal expenses, household expenses, repayment of debt,
etc;
(v)
student loans.
Purpose of Loan
If purpose was ‘holiday’, then specify whether NZ or an overseas one.
EDIT CHECK
If the loan is for a specific purpose, and expenditure on the purpose is not recorded elsewhere in
this questionnaire, then add an explanatory note if the situation is correct, or obtain and record the
relevant expenditure in the appropriate part of this questionnaire.
(b)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(e)
Interest Rate
If the loan is interest free, then record the interest rate as 0%.
(f)
Loan Repaid Yet
If the answer to (f) is ‘Yes’, and the total amount repaid (including interest) is not known, then enter ‘NK’ in (g)
and ask (h) - (m).
(h)
Term
If the amount borrowed was from an on-call credit facility, then there will not be a definite term. If, however, the
respondent intends to repay the principal within a specific time period, then tick the ‘Yes’ box and record the
intended term in (i). Otherwise, tick the ‘No’ box for amounts borrowed from on-call credit facilities.
(j)
Latest Payment
Include both dollars and cents.
(k)
Period Covered
If ‘one month’, then record as ‘4 weeks’ or ‘calendar month’, as appropriate.
(o)
Type of Loan
Record type of loan (eg personal loan, HP, credit card, secured against home, layby etc). If necessary, see
Manual for a description of the various types of loan.
For money obtained from a pre-arranged on-call credit facility, describe the type of loan as ‘Flexible Credit
Facility’.
OTHER MORTGAGES AND LOANS
87
Office Use Only
18.1
In the last 12 months, did any member of this household borrow an amount of
$100 or more from any of these sources?
8900 00 00
8911 00 00
Show Card N (after finishing the question)
8912 00 00
8913 00 00
Yes
8914 00 00
No
Go to Question 19.1
8915 00 00
8916 00 00
18.2
8917 00 00
For each such loan, would you please tell me the –
1
8918 00 00
1
8910 00 00
2
(a) Purpose of the loan
00
3
8921 00 00
4
1
(b) Who was the lender?
(See Notes)
2
(c) What was the amount
originally borrowed?
3
3
2
8922 00 00
4
8923 00 00
8924 00 00
8925 00 00
$
$
$
$
8926 00 00
4
(d) What month was it obtained?
/
/
/
8927 00 00
/
8928 00 00
(e) What was the interest rate?
5
%
%
%
8920 00 00
%
00
6 Yes
1 Yes
1 Yes
1 Yes
1
2 No
2 No
2 No
2
(f) Has the loan been repaid yet?
No
(g) If (f) is ‘No’, go to (h).
Otherwise ask:
8932 00 00
8933 00 00
8934 00 00
What was the total amount repaid,
including interest?
$
$
$
$
8935 00 00
Go to (n) unless total amount repaid is not known, in which case ask (h) – (m).
7 Yes
(h) Does the loan have a definite
term?
No
8936 00 00
1 Yes
1 Yes
1 Yes
1
8937 00 00
2 No
2 No
2 No
2
8938 00 00
8930 00 00
(i) If (h) is ‘No’, go to (j).
Otherwise ask:
What was the term?
8931 00 00
mths
8
mths
mths
mths
00
8941 00 00
(j) Amount of latest payment
$
$
$
$
8942 00 00
(k) Period covered by that payment
8943 00 00
(l) Month latest payment made
/
(m) Principal outstanding
(if readily available)
(n)
Records consulted
0
(o)
/
/
/
8944 00 00
8945 00 00
$
$
$
$
Yes
Yes
Yes
Yes
8946 00 00
No
No
No
No
8947 00 00
1
8948 00 00
2
8940 00 00
Type of loan
3
4
If more than 4 loans, then continue overleaf.
Otherwise, go to Question 19.1.
00
88
NOTES AND EDIT CHECK
18.2 (a)
Purpose of Loan
If purpose was ‘holiday’, then specify whether NZ or an overseas one.
EDIT CHECK
If the loan is for a specific purpose, and expenditure on the purpose is not recorded elsewhere in
this questionnaire, then add an explanatory note if the situation is correct, or obtain and record the
relevant expenditure in the appropriate part of this questionnaire.
(b)
Lender
Code as follows:
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
If the lender is both the employer and one of the other institutions, then record “EM”.
(f)
Loan Repaid Yet
If the answer to (f) is ‘Yes’, and the total amount repaid (including interest) is not known, then enter ‘NK’ in (g)
and ask (h) - (m).
(h)
Term
If the amount borrowed was from an on-call credit facility, then there will not be a definite term. If, however, the
respondent intends to repay the principal within a specific time period, then tick the ‘Yes’ box and record the
intended term in (i). Otherwise, tick the ‘No’ box for amounts borrowed from on-call credit facilities.
(j)
Latest Payment
Include both dollars and cents.
(k)
Period Covered
If ‘one month’, then record as ‘4 weeks’ or ‘calendar month’, as appropriate.
(o)
Type of Loan
Record type of loan (eg reducing flat, personal loan, HP, credit card, secured against home, interest free,
layby etc). If necessary, see Manual for a description of the various types of loan.
For money obtained from a pre-arranged on-call credit facility, describe the type of loan as ‘Flexible Credit
Facility’.
OTHER MORTGAGES AND LOANS – continued
89
Office Use Only
18.2
– continued
1
8951 00 00
5
8952 00 00
6
(a) Purpose of the loan
8953 00 00
7
8954 00 00
8
8955 00 00
5
(b) Who was the lender?
(See Notes)
2
(c) What was the amount
originally borrowed?
3
7
6
8
8956 00 00
8957 00 00
8958 00 00
$
$
$
$
8950 00 00
00
4
(d) What month was it obtained?
/
/
/
/
8961 00 00
(e) What was the interest rate?
5
%
%
%
8962 00 00
%
8963 00 00
6 Yes
1 Yes
1 Yes
1 Yes
1
8964 00 00
2 No
2
8965 00 00
(f) Has the loan been repaid yet?
2
No
2 No
No
(g) If (f) is ‘No’, go to (h).
Otherwise ask:
8966 00 00
8967 00 00
What was the total amount repaid,
including interest?
$
$
$
$
8968 00 00
Go to (n) unless total amount repaid is not known, in which case ask (h) – (m).
7 Yes
(h) Does the loan have a definite
term?
No
8960 00 00
1 Yes
1 Yes
1 Yes
1
2
2 No
2 No
2
No
8971 00 00
8972 00 00
(i) If (h) is ‘No’, go to (j).
Otherwise ask:
What was the term?
00
mths
8
mths
mths
mths
8973 00 00
8974 00 00
(j) Amount of latest payment
$
$
$
$
8975 00 00
(k) Period covered by that payment
8976 00 00
(l) Month latest payment made
/
(m) Principal outstanding
(if readily available)
(n)
/
/
8977 00 00
8978 00 00
Records consulted
0
(o)
/
$
$
$
$
Yes
Yes
Yes
Yes
No
No
No
No
8970 00 00
00
5
8981 00 00
6
8982 00 00
7
8983 00 00
8
8984 00 00
Type of loan
8985 00 00
8986 00 00
8987 00 00
8988 00 00
8980 00 00
00
90
NOTES
19.1-19.4
Ask all these questions before asking questions about charges on each type of account. This is so that
respondents can get all their statements at one time. Then for each box which is ticked ‘yes’, ask the question
about charges on that type of account.
19.1
This question covers all accounts with all businesses. Include accounts even if they have not been used in the
last 12 months, provided they are still open, as they may have credit costs, including interest charged on
them.
19.2
This question covers all credit cards. Include cards even if they have not been used over the last 12 months,
providing they are still able to be used, as they may have charges on them.
19.3
This question covers all bank accounts with cheques, including savings accounts, building society and
investment society accounts if they have cheque books or eftpos cards. Include accounts even if they have
not been used over the last 12 months, providing they are still open, as they may have charges, including
interest on them.
This question covers all bank accounts which do not have cheque books, that is savings accounts, including
building society and investment society accounts if they don’t have cheque books or eftpos cards. Include
accounts even if they have not been used over the last 12 months, providing they are still open, as they may
have charges or interest charged on them.
19.4
19.5
If the respondent does not have the latest statement ask them to get the most recent statement that they do
have. If it is a savings account where statements are not issued, ask them to get their pass book.
19.6
This question is designed to collect credit costs, including interest charges on all accounts with businesses,
as recorded on the latest available statement only. Include all accounts used by members of the household
that have charges. Do not include amounts that are neither credit costs nor interest charges. If an account has
no credit costs or interest charges, record the type of business and indicate ‘none’ in the boxes with a dash
(‘–’). Also do not include hire purchase costs. Some businesses have no credit costs if the account is paid on
time.
Record both dollars and cents.
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If there is no statement at all available, complete only type of business and tick to show that records were not
consulted.
If the respondent has difficulty understanding their statement offer to help them.
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note
of this and record the charges as printed on the statement. If the respondent does not know what fraction is
personal just note that the account is partly used for business.
(b)
Period covered
If this is not specified on the statement ask the respondent to get the previous statement to work out the period
covered by the current statement.
CREDIT CHARGES
91
Office Use Only
19.1
Has any member of your household had, over the last 12 months:
A charge account for example at a store, building supplier
Yes
or petrol station?
Do not include accounts that are only used for business.
No
19.2
A credit card?
Do not include cards that are only used for business.
19.3
19.4
19.5
Yes
No
A cheque account?
Do not include accounts that are only used for business.
A savings or budget account, which does not have a
cheque book?
Do not include accounts that are only used for business.
Yes
No
Yes
No
If you have ticked ‘Yes’ to any of the questions above continue, otherwise go to
20.1
I would like to find out about charges, including interest charged and charges on
automatic payments, as recorded on statements.
ST MP
8351
00
00 00
00 00
For each type of account you have ticked ‘Yes’ to, ask the respondent(s) to get
the latest statement(s) they have available. If there are any accounts at 19.6 that
don’t have statements, ask the respondent(s) to get their pass book(s).
00 00
00
Ask 19.6 if there are any store accounts with charges (‘Yes’ to 19.1)
19.6
8352
00
00 00
Can you look at the store charge account(s) and give me the following details
00 00
1
(a)
(b)
2
3
00 00
Type of business where
account is kept eg
department store
00
8353
Period covered eg 1 month,
4 weeks
00
00 00
(c)
Interest charged
$
$
$
(d)
Account/Service
charge/Booking fee
$
$
$
00 00
00 00
00
(e)
(f)
Other charges - specify:
Records consulted
................................................................................. 8354
$
$
$
Yes
Yes
Yes
No
No
No
00
00 00
00 00
00 00
00
92
NOTES
19.7
This question is designed to collect all the charges, including interest, that are recorded on the latest available
credit card statement only. Include all credit cards used by all household members. Do not include any
amounts that are neither bank charges nor interest charged eg do not include amounts for purchases, cash
advances.
If a card has no charges at all, record the type of card and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘–’ for none, if preferred).
If there is no statement at all available, complete only type of card and tick to show that records were not
consulted.
If the respondent has difficulty understanding the statement offer to help them.
If there are two or more cards on the same account, record the account only once but include all the charges
that are on the latest available statement.
(b)
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note
of this and record the charges as printed on the statement. If the respondent does not know what fraction is
personal just note that the card is partly used for business.
Opening date
This is usually printed on the top of the statement as ‘opening date’. It may also be refereed to as date ‘from’.
American Express and Diners do not give an opening date, but it is always one calendar month before the
closing date.
(c)
Closing date
This is usually printed on the top of the statement as ‘closing date’. It may also be refereed to as date ‘to’
(Mastercard), ‘statement date’ (American Express) or ‘billing period’ (Diners).
(e)
Interest charged
Sometimes there is more than one entry of interest charged on the statement eg interest on purchases,
interest on cash advances. Record all entries of interest charged. If there are more than two, record the
additional amounts on this page. Include both dollars and cents.
CREDIT CHARGES – continued
93
Office Use Only
Ask 19.7 if there are any credit cards (‘Yes’ to 19.2)
19.7
Can you look at the credit card statement(s) and give me the following details.
1
(a)
2
3
Type of card eg Visa, Bankcard,
American Express
8030 00 00
8031 00 00
(b)
Opening date
/
/
/
/
/
/
(c)
Closing date
/
/
/
/
/
/
8032 00 00
00 00
00 00
(d)
Membership account/
$
subscription fees
.
c
$
.
c
$
.
c
(e)
Interest charged $
.
c
$
.
c
$
.
c
$
.
c
$
.
c
$
.
c
00 00
00
(f)
(g)
8040 00 00
8041 00 00
Other charges - specify: ................................................................................. 8042 00 00
$
$
$
00 00
Yes
Yes
Yes
No
No
No
00 00
Records consulted
00 00
00
8050 00 00
4
(a)
5
8051 00 00
6
Type of card eg Visa, Bankcard,
American Express
8052 00 00
00 00
(b)
Opening date
/
/
/
/
/
/
(c)
Closing date
/
/
/
/
/
/
00 00
00 00
00
(d)
Membership account/
$
subscription fees
.
c
$
.
c
$
.
c
(e)
Interest charged $
.
c
$
.
c
$
.
c
$
.
c
$
.
c
$
.
c
8060 00 00
8061 00 00
(f)
(g)
Other charges - specify: .................................................................................
$
.
c
$
.
c
$
.
c
Records consulted
Yes
Yes
Yes
No
No
No
8062 00 00
00 00
00 00
00 00
00
8070 00 00
8071 00 00
8072 00 00
00 00
00 00
00 00
00
8080 00 00
8081 00 00
8082 00 00
00 00
00 00
00 00
00
94
NOTES
19.8
This question is designed to collect all bank charges, including interest, on cheque accounts, as recorded on the
latest available bank statement only. Include all bank accounts of all household members. Do not include any
withdrawals that are neither bank charges nor interest charged. Also do not include residents’ withholding tax.
If an account has no charges at all, record the name of the bank and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If no statement is available, complete only bank and tick to show that records were not consulted.
If the respondent does not understand the codes used by the banks, suggest they check the back of bank statements
for their explanation. If they have difficulty offer to help them. If they are not explained anywhere, write the code in
‘other charges’ and specify the amount.
Record joint accounts once only.
In an account is both business and personal, ask the respondent what fraction of use is personal. Make a note of
this and record the charges as printed on the statement. If the respondent does not know what fraction is personal
just note that the card is partly used for business.
(b)
Closing date of last statement
The terms used to refer to this date vary across banks.
Examples are:
– the date of the ‘Opening balance’
– ‘Opening date’
– ‘Last statement date’
The date of the first transaction on the statement may be a more recent date. So do not record this date.
(c)
Closing date of this statement
The terms used to refer to this date also vary across banks.
Examples are:
– ‘Date’
– ‘Closing date of statement’
– ‘This statement dated’
– ‘Statement date’
This date is not always the date of the last transaction. Do not give the date of the last transaction.
(d)
Automatic payments
These are coded ‘AP’ on statements. As the fee is sometimes included in the payment, it is not always
possible to extract the fee from the payment.
We are only interested in automatic payments that are charged for. There is usually no charge for automatic
payments between accounts. Automatic payments in to and out of an account are usually charged for but not
always. Check with respondents which automatic payments out of their accounts are charged for.
Write in the total number of automatic payments charged for that are debited from the account. Do not
write in the amount of the fee for them. Include any other fees associated with the automatic payments under
‘other charges’ eg establishment fee, alteration fee.
(i)
Other charges
Include all other charges here. Record both dollars and cents.
Record fee rebates here and specify as a negative amount eg - $1.40
Sources of Finance
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
CREDIT CHARGES – continued
95
Office Use Only
Ask 19.8 if there are any cheque accounts (‘Yes’ to 19.3)
19.8
Can you look at the cheque account statement(s) and give me the following
details?
1
2
8140 00 00
3
8141 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
(f)
(g)
(h)
(i)
(j)
Line of credit fee/
Service commitment fee
(for overdraft facility)
8142 00 00
00 00
00 00
00 00
00
.
c
$
.
c
$
.
c
8150 00 00
8151 00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
Government cheque duty $
.
c
$
.
c
$
.
c
8152 00 00
00 00
00 00
00 00
00
8160 00 00
Other charges - specify: .................................................................................
8161 00 00
$
$
$
8162 00 00
Yes
Yes
Yes
Records consulted
No
No
00 00
No
00 00
00 00
00
4
5
6
8170 00 00
8171 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
8172 00 00
00 00
00 00
(f)
(g)
(h)
(i)
(j)
Line of credit fee/
Service commitment fee
(for overdraft facility)
00 00
00
.
c
$
.
c
$
.
c
8180 00 00
8181 00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
Government cheque duty $
.
c
$
.
c
$
.
c
8182 00 00
00 00
00 00
00 00
00
8190 00 00
Other charges - specify: .................................................................................
8191 00 00
$
$
$
Records consulted
Yes
Yes
Yes
No
No
No
8192 00 00
00 00
00 00
00 00
00
96
NOTES
19.9
This question is designed to collect all bank charges, including interest, on all bank accounts without cheques that
have charges. Record these charges from the latest available bank statement or a pass book. Include all bank
accounts of all household members. Do not include any withdrawals that are neither bank charges nor interest
charged. Also do not include residents’ withholding tax.
If an account has no charges at all, record the name of the bank and indicate ‘none’ in the boxes with a dash (‘–’).
Where there is a statement available, each box must contain a number (or ‘-’ for none, if preferred).
If no statement or pass book is available, complete only ‘Bank’ and tick to show that records were not consulted.
If a respondent is using a pass book get them to check back one month from the date of the last transaction for
charges.
If the respondent does not understand the codes used by the banks, suggest they check the inside back cover of
pass books or the back of bank statements for their explanation. If they have difficulty offer to help. If they are not
explained anywhere, write the code under ‘other charges’ and specify the amount.
If an account is both business and personal, ask the respondent what fraction of use is personal. Make a note of this
and record the charges as printed on the statement. If the respondent does not know what fraction is personal just
note that the card is partly used for business.
Record joint accounts once only.
(b)
Closing date of last statement
In the case of pass books record a date one month before the last transaction.
On statements the terms used to refer to this date vary across banks.
Examples are:
– the date of the ‘Opening balance’
– ‘Opening date’
– ‘Last statement date’
The date of the first transaction on the statement may be a more recent date. So do not record this date.
(c)
(d)
Closing date of this statement
In the case of pass books record the date of the last transaction. However on statements the closing date is not
always the date of the last transaction. Therefore do not give the date of the last transaction on statements. The
terms used to refer to the closing date of the current statement vary across banks.
Examples are:
– ‘Date’
– ‘Closing date of statement’
– ‘This statement dated’
– ‘Statement date’
Automatic payments
These are coded ‘AP’ on statements. As the fee is sometimes included in the payment, it is not always
possible to extract the fee from the payment.
We are only interested in automatic payments that are charged for. There is usually no charge for automatic
payments between accounts. Automatic payments in to and out of an account are usually charged for but not
always. Check with respondents which automatic payments out of their accounts are charged for.
Write in the total number of automatic payments charged for that are debited from the account. Do not
write in the amount of the fee for them. Include any other fees associated with the automatic payments under
‘other charges’ eg establishment fee, alteration fee.
(h)
Other charges
Include all other charges here. Record both dollars and cents.
Record fee rebates here and specify as a negative amount eg - $1.40
Sources of Finance
ANZ –
ASB –
BD –
BNZ –
CB –
CYD –
HKB –
HSBC –
KB –
NAB –
NAT –
PB –
ANZ Banking Corp
RUR – Rural Bank
EM –
ASB Bank
TSB – Taranaki Savings Bank
FC –
Bank Direct
TB – Trust Bank
FO –
Bank of New Zealand
UB – United Bank
GD –
Citibank
WPT – WestpacTrust Banking Corp
HC –
Countrywide Banking
WPC – Westpac Banking Corp
IC –
Hong Kong Bank
SPB – Superbank
MOR –
Hong Kong & Shanghai
BS – Building Society
NZHL –
Banking Corp
PSIS – Public Service Invest. Soc.
PS –
Kiwibank
AMP – AMP Financial Services
ST –
National Australia Bank
ERGO – ERGO
OS –
National Bank of New Zealand
CC – Credit Card Company
Postbank
CU – Credit Union, lodge, friendly society
Employer
Finance Company
Former Owner
Other government dept
Housing Corporation of NZ
Insurance Company
Mortgage Corp.
New Zealand Home Loans
Private Source (eg family)
Solicitor, solicitor’s trust fund
Other Source
CREDIT CHARGES – continued
97
Office Use Only
Ask 19.9 if there are any accounts without cheque books that have charges (‘Yes’ to
19.4)
19.9
Can you look at the savings or budget account statement(s) and give me the
following details.
If respondent is using a pass book ask them to check back 1 month from the date of
the last transaction for charges and give this date as ‘closing date of last statement’
8630 00 00
8631 00 00
1
2
3
8632 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
(f)
(g)
(h)
(i)
Line of credit fee/
Service commitment fee
(for overdraft facility)
00 00
00 00
00 00
00
8640 00 00
8641 00 00
.
c
$
.
c
$
.
c
8642 00 00
00 00
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
00 00
00 00
00
8650 00 00
8651 00 00
Other charges - specify: .................................................................................
8652 00 00
$
$
$
Records consulted
Yes
Yes
Yes
00 00
No
No
No
00 00
00 00
4
5
00
6
8660 00 00
(a)
Bank where account is kept
(b)
Closing date of last statement
/
/
/
/
/
/
(c)
Closing date of this statement
/
/
/
/
/
/
(d)
Number of automatic
payments charged for
(e)
Interest charged $
(dr interest/O/D interest)
.
(f)
Line of credit fee/
Service commitment fee
(for overdraft facility)
$
.
c
$
.
c
$
.
c
Bank fee/Base fee/ $
Activity charge/Account fee/ $
Transaction fee $
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
$
$
$
.
.
.
c
c
c
8661 00 00
(g)
(h)
(i)
8662 00 00
00 00
00 00
00 00
c
$
.
c
$
.
c
8670 00 00
Other charges - specify: .................................................................................
$
$
$
Records consulted
00
Yes
Yes
Yes
No
No
No
8671 00 00
8672 00 00
00 00
00 00
00 00
00
8680 00 00
8681 00 00
8682 00 00
00 00
00 00
00 00
00
98
20.1
NOTES
Pension Schemes
Include contributions by respondents to schemes which are for other people (including those who live outside
the household), such as payments made by grandparents for an endowment policy for a grandchild.
Include mutual funds.
20.2
Type of Scheme
Record as follows:
Endowment
Life
Term
Job Super
General Super
Mutual Fund
Life and Super
– for an endowment policy
– for a whole-of-life policy
– for term insurance (cover for death within a specific number of years)
– for a job-related or employer-related superannuation scheme
– for a superannuation scheme not job specific or employer-related
– for a superannuation-type scheme known as a mutual fund
– for combined life insurance and superannuation
Person Who Paid
Enter the Person Number from the Household Questionnaire of the household member who paid the contribution.
20.3
Card O
Health or medical insurance (not for overseas travel)
Medical-care society
Sickness benefit fund
Dental benefit scheme
Friendly society
Welfare society
Accident insurance
Income protection insurance
Mortgage repayment insurance
20.4
Contributions to Schemes
Do not include schemes which the respondent ceased contributing to in the last 12 months.
CONTRIBUTIONS TO BENEFIT SCHEMES
99
Office Use Only
20.1
Do any of you currently contribute to a life insurance, superannuation or pension
scheme?
Yes
Go to Question 20.3
No
20.2
Would you please give me the following details about each person’s contribution –
Type of Scheme
20.3
Person
Who
Paid
Latest
Amount
Paid
Period
Covered
Records
Consulted
Yes
No
PER
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
$
00
Do any of you currently contribute to any of these schemes?
Show Card O (after finishing the question)
Yes
No
20.4
Go to Question 21.1
Would you please give me the following details for each scheme that you
contribute to –
Type of Scheme
Latest
Amount
Paid
(If scheme is of more than one type,
record both types on the same line)
Period
Covered
Records
Consulted
Yes
No
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
100
21.1
NOTES
Medical and Health Services
This question refers to direct, single payments of $100 or more made at any single point in time.
‘Hospital’ includes any institution where medical treatment is given.
The cost of travel and accommodation for medical-treatment purposes should be recorded in
–
Question 14.5 on Pages 65-69 for absences of 4 days or more;
–
Question 14.6 on Page 71 for absences of less than 4 days if a fare or accommodation payment was
$200 or more
21.3
Show Card P
Surgeon
Anaesthetist
Medical specialist
Dentist, orthodontist
Naturopath, osteopath
Optician, optometrist
Spectacles, contact lenses
Chiropractor
Acupuncturist
Psychologist
Psychiatrist
Podiatrist, chiropodist
Private hospital
Rest home
Maternity home
Medical appliance
Hearing aid
Wheelchair
Other medical or health service (eg faith healer, iridologist, colour therapist)
21.5
Refunds
Record all refunds received in the last 12 months, regardless of the amount and regardless of when the
payments to which the refunds relate were made.
MEDICAL AND HEALTH SERVICES
101
Office Use Only
21.1
In the last 12 months, did any member of this household pay an account of $100
or more for –
Yes
•
•
•
21.2
visits to a doctor, dentist, or optician?
...
...
No
...
hospital, nursing home, or convalescent-home services?
any other medical or health service?
...
...
...
If all answers to Q21.1 are ‘No’, then go to Q21.3 below. Otherwise ask:
For each such payment, would you please tell me the –
Amount
Paid
Type of Service
21.3
Month
Paid
Records
Consulted
Yes
No
MP
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
$
/
00
Is there anything on this card that you may have forgotten?
Show Card P (after finishing the question)
Yes
Record details in Q21.2 above
No
21.4
In the last 12 months, did any of you receive any money by way of refund of
hospital, medical, dental, or optical payments?
Yes
No
21.5
Go to Question 22.1
Would you please give me the following details for each such refund –
Amount
Received
Type of Service
Month
Received
Records
Consulted
Yes
No
MR
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
$
/
00
(–)
102
22.2
NOTES
Type of Eating Place
For restaurants in hotels, motels or other complexes, record the type of eating-place as ‘Hotel’, ‘Motel’ etc.
Record ‘Restaurant’ for licensed and unlicensed restaurants that are not part of a larger complex.
Amount Paid
Include the cost of drinks.
If the cost of the meal was shared with members of another household, record only if respondent’s household’s
share was more than $100.
22.4
Type of Drink Bought
Record as ‘Beer’, ‘Wine’, ‘Spirits’, or ‘Liqueur’.
Separate the cost of combined purchases of beer, wine, spirits and liqueurs into its components, using the
respondent’s best estimate if necessary. Record only those components which cost $200 or more.
Kind of Outlet
Record as ‘Wholesale’, ‘Hotel’, ‘Club’, ‘Vineyard’, ‘Wine Shop’, ‘Supermarket’ etc.
103
DINNER AND DRINKS
Office Use Only
22.1
In the last 12 months, did any member of this household pay a bill of $100 or
more for dinner at a restaurant, hotel, or other eating-place?
Yes
No
22.2
Go to Question 22.3
For each such payment, would you please tell me the –
22.3
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Yes
No
ST MP
In the last 12 months, did any of you buy –
Yes
•
•
•
22.4
Records
Consulted
Month
Paid
Amount
Paid
Type of Eating Place
more than $200 worth of beer at any one time?...
...
more than $200 worth of wine at any one time?
...
more than $200 worth of spirits at any one time?...
...
No
If all answers to Q22.3 are ‘No’, then go to Q23.1 below. Otherwise ask:
For each such purchase, would you please tell me the –
Type of
Drink
Bought
What Kind of Outlet
Was it Bought From?
Amount
Paid
Month
Paid
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Records
Consulted
Yes
No
ST MP
104
23.1
NOTES
Dues
Exclude fees paid by an employer or own business.
Include fees for Jockeys Licence, Commercial Pilots Licence, Public Trainers Licence, Nurses Practising
Certificate, etc. where paid as a private expense.
23.3
Miscellaneous Payments
Exclude items purchased whilst overseas, but include items purchased from overseas by mail-order.
Do not record a grocery bill of $200 or more, but do record any single item of groceries (eg a side of beef)
which cost $200 or more.
23.4
Store-type
For items purchased from overseas by mail-order, record ‘Overseas M/O’.
105
MISCELLANEOUS PAYMENTS
Office Use Only
23.1
Do any of you pay union dues, professional society subscriptions, or professional
licence fees?
Yes
No
23.2
For each such payment, would you please tell me the –
Person
No.
23.3
Go to Question 23.3
Latest
Amount
Paid
Nature of Payment
Period
Covered
Records
Consulted
Yes
No
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
$
00 00
In the last 12 months, have any of you made any single payments of $200 or
more for any item or service not already mentioned?
Yes
No
23.4
Go to Question 23.5
For each such purchase, would you please tell me the –
If an Item, ask:
Item or Service
Paid For
23.5
Amount
Paid
What Type of Shop Was
The Item Bought From?
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
$
/
Is there anything on this card that you may have forgotten?
Show Card Q (after finishing the question)
Yes
No
Month
Paid
Record details in Q23.4 above
Records
Consulted
Yes
No
ST MP
106
GENERAL NOTES FOR
NOTES
THIS QUESTIONNAIRE
1.
Wherever applicable, include items purchased from overseas by mail-order.
2.
In the case of rent, rates and insurance payments covering the dwelling and either a farm or business, record
the amount paid even if paid out of the farm’s or business’ funds.
3.
Record amounts only in whole dollars, unless note on opposite page specifies cents as well. (see pages 8697).
4.
Include GST in the amount recorded for the cost of goods and services.
5.
Record month paid, but be more precise when the month of payment last year is the same as the current
survey month.
EDITING CHECK-LIST FOR INTERVIEWER
1.
Does this questionnaire have the correct Reference Numbers (no transposed digits or wrongly repeated
digits)?
2.
Are the digits in the boxes on the front cover clear and unambiguous?
3.
Have all the ‘go to’ directions been followed correctly?
4.
Have all the questions and relevant parts of the questionnaire been answered?
5.
Are all money amounts clearly written, with commas in their positions?
6.
Have 4-weekly and calendar-month periods been correctly distinguished?
7.
Are there any obscure abbreviations on Pages 75, 95 or 101 (Q23.2)? If so, expand them.
8.
Are all store-type descriptions specific for items purchased in New Zealand? Trading names of nation-wide
stores are acceptable, as is ‘Wholesale’, but in all other cases the type of store should be recorded. Do not
record ‘Retail’.
9.
For each amount paid on time-payment with interest, check that the amount of each instalment, multiplied by
the number of instalments required, exceeds the amount borrowed (viz., cash price, minus any trade-in amount,
minus cash deposit).
10.
If you have whited or crossed out something (especially complete entries) then add a brief note to explain the
deletion (eg ‘outside recall’, ‘revised after records checked’, ‘business paid’, ‘bought whilst overseas’).
11.
Explain all unusual or large values.
107
SALES, REFUNDS AND REIMBURSEMENTS
Office Use Only
24.1
In the last 12 months, did any of you obtain $100 or more from the sale of any
item not already mentioned?
Yes
No
24.2
Go to Question 24.3
For each item sold, would you please tell me the –
24.3
Month
Sold
Amount
Received
Item Sold
MS
$
/
00
(–)
$
/
00
(–)
In the last 12 months, did you receive any money or vouchers by way of refunds
from insurance claims.
Yes
No
24.4
Go to Question 24.5
For each claim paid, would you please tell me the –
Type of Policy Claimed Against
(eg Motor Vehicle; Houseowner’s; Personal Effects)
24.5
Amount
Received
Month
Received
Records
Consulted
Yes
MR
No
$
/
00
(–)
$
/
00
(–)
In the last 12 months, did you receive any refunds of money, other than for
medical, dental or optical expenses?
Yes
No
24.6
Go to Question 24.7
For each claim paid, would you please tell me the –
24.7
Month
Received
Amount
Received
Nature of the Expenses Refunded
Records
Consulted
Yes
$
/
00
(–)
$
/
00
(–)
Of the expenditure recorded in this questionnaire –
Yes
•
•
No
was any or will any be charged as a business expense?
was any or will any be reimbursed by an employer or by a
member of another household? ...
...
...
...
If all answers to Q24.7 are ‘No’, End of Questionnaire. Otherwise ask:
24.8
For each such expense, would you please tell me the –
Nature of the Expenses
Charged/Refunded/Reimbursed
MR
No
Amount
Received
or Charged
Month
Received
or Charged
$
/
$
/
$
/
End of Questionnaire
Records
Consulted
Yes
No
CONTENTS
NOTES
108
Page
Tick or Incomplete
3
Section
Changes in Household Membership
___________
5
Dwelling Characteristics
___________
7,9
Rented Dwelling
___________
11,13
Owner-occupied Dwelling
___________
15
Mortgages and Loans For Purchase of This Property
___________
17
Payments For Other Properties
___________
19
Mortgages and Loans For Purchase of Other Properties
___________
21
Construction of New Dwellings
___________
23
Purchase of Land and Buildings
___________
25
Sale of Land and Buildings
___________
27,29,31,33
Home Maintenance, Renovations, Improvements, Alterations
___________
35,37,39,41,43,45,47,49
Household Operation
___________
53,55,57,59,61,63
Transportation
___________
65,66,67,68,69,71
New Zealand Travel
___________
73
Overseas Travel
___________
75,77
Clothing and Footwear
___________
79,81,83,85
Education, Recreation, Sport and Culture
___________
87,89
Other Mortgages and Loans
___________
91,93,95,97
Credit Charges
___________
99
Contributions to Benefit Schemes
___________
101
Medical and Health Services
___________
103
Dinner and Drinks
___________
105
Miscellaneous Payments
___________
107
Sales, Refunds and Reimbursements
