HOUSEHOLD ECONOMIC SURVEY EXPENDITURE QUESTIONNAIRE

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					                                                                                                                                                          HS/03/   01



S                                                          Reference Number
1   Source Document
    For Interviewer Use




                                           HOUSEHOLD ECONOMIC
                                                 SURVEY



                                 EXPENDITURE QUESTIONNAIRE



          Interviewer’s Name: .........................................................................................................................



          Recall period: From ........../....../...... to ........../....../......




                                                                               Interviewer
                                                                                   Edit

                                                         Initials

                                                         Date




                                                                    IN CONFIDENCE
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.
                                           CHANGES IN HOUSEHOLD MEMBERSHIP                                            3
                                                                                                    Office Use Only




                                                                          Office Use

                                                                        Diary Start-date   7927 00 00


1.1   Did anyone living here now join (or form) the household in the last 12 months?

                  Yes                  1                                                   7930 00 00

                  No                   2   Go to Question 1.3




1.2   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.                Month of Joining                         7931 00 00




1.3   Have any people left this household in the last 12 months?

                  Yes                  1                                                   7960 00 00
                  No                   2   Go to Question 2.1




1.4   Would you please give me the relationships of those people to the Householder,
      and the month in which each person left.


                     Relationship to                                                       7961 00 00
                      Householder                Month of Leaving
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.
                                                                        DWELLING CHARACTERISTICS                                                        5
                                                                                                                                      Office Use Only
2.1   What type of dwelling is this?

          Separate house                            ...        ...         ...        ...        ...                1        8000 00 00
          One of two flats or houses joined together...                               ...        ...                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




2.2   How many of each of the following rooms are available in this dwelling for your
      household’s use?
                                                                                                         Number

          Bedrooms ...                   ...        ...        ...         ...        ...        ...                1        8001 00 00
          Lounges or living rooms                   ...        ...        ...         ...        ...                2        8002 00 00

          Dining room or dining area...                        ...        ...         ...        ...                3        8003 00 00

          Kitchens           ...         ...        ...        ...         ...        ...        ...                4        8004 00 00

          Bathrooms ...                  ...        ...        ...         ...        ...        ...                5        8005 00 00

          Separate toilets              ...         ...        ...        ...         ...        ...                6        8006 00 00

          Laundries          ...         ...        ...        ...         ...        ...        ...                7        8007 00 00

          Other rooms (specify): ......................................................                                      8008 00 00
                                                                                                                    8
          ...........................................................................................
                                                                                 Total           ...                9        8009 00 00


2.3   In what month and year did your household first occupy this dwelling?

                 Month: .........................                         Year: ................                             8012 00 00



2.4   Which of you is the owner, or is responsible for renting this dwelling?

                                   Person Number(s): .......................                                                 8013 00 00



2.5   Does your household -



          Pay rent for this dwelling? ...                      ...         ...                    1     Go to Question 3.1   8014 00 00
          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
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                                 Mighty River Power
               Airways Corporation                                     NZ Post
               Asure New Zealand                                       NZ Railways Corporation
               ECNZ Residual Limited                                   Solid Energy New Zealand
               Genesis Power                                           Television New Zealand
               Landcorp                                                Timberlands West Coast
               Meridian Energy                                         Transpower New Zealand
               Met Service


              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).
                                                        RENTED DWELLING (INCLUDING RENT-FREE)                                                                7
                                                                                                                                           Office Use Only
3.1       Which organisation or person is this dwelling rented from?

              Private Person               ...        ...       ...        ...        ...       ...                  1          8100 00 00
                                                                                                                                8100
              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




3.2       Is this dwelling rented on an unfurnished basis?

                             Yes                 1
                                                                                                                                8100 00 00
                                                                                                                                8101
                             No                  2




3.3       If rent-free, then ask:
          Is the dwelling owned by a family trust, or company formed by the occupier?
                                                        
                             Yes                 1      
                                                            Go to Question 3.5                                                  8100 00 00
                                                                                                                                8102
                             No                  2
                                                        

3.4       (a) What was the latest amount of rent paid for this dwelling?
                                                                                                              Records
                               Latest                         Period              Month Paid or              Consulted
                             Amount Paid                     Covered                Payable
                                                                                                             Yes   No                     MP
                     $                                                                      /                                   8100 00
                                                                                                                                8103


          (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?

                             Yes                 1
                                                                                                                                8100 00 00
                                                                                                                                8104
                             No                  2



3.5       Do you pay an insurance premium for the contents of this dwelling?
                             Yes                 1
                                                                                                                                8100 00 00
                                                                                                                                8111
                             No                  2   Go to Question 3.8


3.6       What was the amount of the latest premium for that policy?
                                                                  If an Instalment:                                  Records
                                    Is that Amount An                                                  Month
               Amount of                                                                                            Consulted
                                    Instalment, or is it
                                                                How Many Instalments
                                                                                                      Paid or                             MP
            latest premium         The Annual Amount?                                                 Payable
                                                                 Are Paid Per Year?                                 Yes   No    8100 00
                                                                                                                                6425
      $                            Inst.         Ann.                                                    /                      8100 00


3.7       Does the policy cover anything else apart from contents?
               Yes                 Specify: .........................................................

               No
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 water-
           supply 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   In the last 12 months, did you pay any property rates or separate water rates for
       this property?

                     Yes            1                                                           8100 00 00
                                                                                                8112

                      No            2   Go to Question 3.10




 3.9   For each such payment, would you please tell me the –
                                                                                   Records
                                                   Annual Amount      Month
                                                                                  Consulted
                   Type of Rate                       Paid or        Paid or
                                                      Payable        Payable
                                                                                  Yes      No             MP
                                               $                         /                      8100 00
                                               $                         /                      8100 00



3.10   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                                                           8100 00 00
                                                                                                8113

                      No            2   Go to Question 3.12



3.11   For each such payment, would you please tell me the –
                                                                                   Records
                                                      Amount         Month        Consulted
                 Type of Payment
                                                       Paid          Paid
                                                                                  Yes      No             MP
                                               $                         /                      8100 00
                                               $                         /                      8100 00




3.12   Have you had refunds of any of those kinds of charges in the last 12 months?

                      Yes           1                                                           8115 00 00

                      No            2 Go to Question 6.1




3.13   For each such refund, would you please tell me the –
                                                                                   Records
                                                           Amount     Month       Consulted
                      Item
                                                          Received   Received
                                                                                  Yes      No             MR
                                                      $                      /                  8100 00                      (–)
                                                      $                      /                  8100 00                      (–)
                                                                                  Go to Q6.1
10                                                          NOTES




  4.2 (a)   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         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.




  4.4       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.
                                                                      OWNER - OCCUPIED DWELLING                                                   11
                                                                                                                                Office Use Only
4.1       Was this dwelling new, or had it been previously occupied, when you acquired it?

                                  New     ...          ...                  1                                        8100 00 00
                                                                                                                     8120
                                  Previously occupied                       2


4.2       (a) What was the amount of the latest rate demand for this property?
                                                                 If an Instalment:                        Records
                                   Is that Amount An                                   Month
              Amount of            Instalment, or is it                               Paid or            Consulted
            latest demand         The Annual Amount?         How Many Instalments     Payable
                                                              Are Paid Per Year?                         Yes    No   8100      MP
      $                           Inst.         Ann.                                         /                       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?

                            Yes             1
                                                                                                                     8100 00 00
                                                                                                                     8125
                            No              2


4.3       (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?

                            Yes             1
                                                                                                                     8100 00 00
                                                                                                                     8127
                            No              2

4.4       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
                                                                                                                     8100 00 00
                                                                                                                     8128
                            No              2 Go to Question 4.6


4.5       For each such payment, would you please tell me the –
                                                                                                          Records
                                                                  Annual Amount        Month
                                                                                      Paid or
                                                                                                         Consulted
                    Nature of Payment                                Paid or
                                                                     Payable          Payable
                                                                                                         Yes    No             MP
                                                             $                           /                           8100 00
                                                             $                           /                           8100 00
                                                                                                                     8100 00
4.6       Are there any other outgoings, such as ground rent, property maintenance
          premiums, or easements?

                            Yes             1
                                                                                                                     8100 00 00
                                                                                                                     8133
                            No              2 Go to Question 4.8


4.7       For each such payment, would you please tell me the –
                                                                                                          Records
                                                                  Annual Amount       Month              Consulted
                    Nature of Outgoing
                                                                      Paid            Paid
                                                                                                         Yes    No             MP
                                                             $                           /                           8100 00
                                                             $                           /                           8100 00
12                                                    NOTES




 4.9   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?

                              Yes             1
                                                                                                                              8100 00 00
                                                                                                                              8135
                              No              2 Go to Question 4.10




 4.9       What was the amount of the latest premium for that policy?

                                     Is that Amount An          If an Instalment:               Month
                                                                                                              Records
                Amount of            Instalment, or is it                                      Paid or       Consulted
             latest premium         The Annual Amount?        How Many Instalments             Payable
                                                               Are Paid Per Year?                            Yes      No      8100      MP
       $                            Inst.      Ann.                                              /                            6425 00




4.10       (a) What was the amount of the latest fire or comprehensive insurance premium
           for this dwelling?

                                Is that Amount An           If an Instalment:         Month           Records
              Amount of         Instalment, or is it                                 Paid or         Consulted   Tick if No
           latest premium      The Annual Amount?        How Many Instalments        Payable                     Insurance
                                                          Are Paid Per Year?                         Yes   No                           MP
       $                      Inst.         Ann.                                       /                                      8100 00
                                                                                                                              8130
                                                                                                                   Go to
                                                                                                                   Q5.1
           (b) What does that premium cover?

                              Buildings only ...              ...     ...                  1
                              Buildings and contents                  ...                  2                                  8100 00 00
                                                                                                                              8131
                              Buildings, contents, and vehicles                            3
                              Farm Pack            ...        ...     ...                  4


           (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
                                                                                                                              8100 00 00
                                                                                                                              8132
                              No              2
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 –   ANZ Banking Corp              RUR – Rural Bank                               EM –    Employer
              ASB –   ASB Bank                       TSB – Taranaki Savings Bank                   FC –    Finance Company
               BD –   Bank Direct                     TB – Trust Bank                              FO –    Former Owner
              BNZ –   Bank of New Zealand             UB – United Bank                             GD –    Other government dept
               CB –   Citibank                      WPT – WestpacTrust Banking Corp                HC –    Housing Corporation of NZ
              CYD –   Countrywide Banking           WPC – Westpac Banking Corp                      IC –   Insurance Company
              HKB –   Hong Kong Bank                SPB – Superbank                              MOR –     Mortgage Corp.
             HSBC –   Hong Kong & Shanghai            BS – Building Society                      NZHL –    New Zealand Home Loans
                      Banking Corp                  PSIS – Public Service Invest. Soc.             PS –    Private Source (eg family)
               KB –   Kiwibank                      AMP – AMP Financial Services                   ST –    Solicitor, solicitor’s trust fund
              NAB –   National Australia Bank      ERGO – ERGO                                     OS –    Other Source
              NAT –   National Bank of New Zealand    CC – Credit Card Company
               PB –   Postbank                        CU – Credit Union, lodge, friendly society
             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.
             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)   Do not ask these questions if the mortgage is revolving credit.
       (p)   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                                                                                     15
                                                                                                              No.                                 Office Use Only
5.1    Including privately arranged loans, how many mortgages and loans                                               If ‘0’, go to 8100 00 00
                                                                                                                                    8200
       on this property are still to be paid?  ...  ...    ...   ...                                                  Q6.1
5.2    How many of those mortgages and loans were taken out to buy this                                               If ‘0’, go to
       property or to pay it off? ... ...  ...   ...    ...     ...                                                   Q6.1
                                                                                                                                                 MP
5.3    And how many of those ............ mortgages and loans are being paid                                          If ‘0’, go to
       off by a member of this household?       ...   ...    ...     ...                                              Q6.1          8211 00 00
                                                                                                                                       8210 00 00
5.4    For each of those ............ mortgages and loans, and commencing with the main                                                8212 00 00
       one, would you please tell me –
                                                                                                                                       8213 00 00
                                                                                   Mortgage or Loan                                    8214 00 00
                                                                 1                  2                 3                   4            8215 00 00
      (a) Who was the lender?                     1
          (Use codes opposite)                                                                                                         8216 00 00

                                           0                                                                                                00
                                                           1
                                                                                                                                       1210 00
                                                Mortgage




                                                           2
      (b) Type of mortgage or loan
                                                           3                                                                           8221 00 00

                                                           4                                                                           8220 00 00

      (c) What was the amount                    2                                                                                     8222 00 00
          originally borrowed?                             $                 $                  $                 $
                                                                                                                                       8223 00 00
      (d) In what month and year was               3
          the mortgage taken out?                                /                  /                 /                    /           8224 00 00
      (e) What was the interest rate               4
                                                                                                                                       8225 00 00
          applying to latest payment?                                    %                  %                 %                   %
                                                                                                                                       8226 00 00
                                                   5
      (f) Term of mortgage or loan                                   years              years             years                years        00
      (g) Amount of latest payment                         $                 $                  $                 $                    1211 00
      (h) Period covered by that payment                                                                                               8231 00 00
      (i) Month latest payment was made                              /                  /                 /                   /        8230 00 00
      (j) Lump-sum principal repayments                                                                                                8232 00 00
                                                           $                 $                  $                 $
          made in the last 12 months
                                                                                                                                       8233 00 00
      (k) Principal outstanding                            $                 $                  $                 $
      (l) Month and year outstanding                                                                                                   8234 00 00
          principal calculated                                       /                  /                 /                   /
                                                                                                                                       8235 00 00
      (m) Has the amount originally                        Yes               Yes                Yes                 Yes
          borrowed been increased at all                                                                                               8236 00 00
          since the loan was first taken out?              No                No                 No                  No
                                                                                                                                            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                 $                 $                  $                 $                    8241 00 00
          was first taken out?
                                                                                                                                       8240 00 00
      (o) In what month and year was the
          extra money obtained?                                  /                  /                 /                   /
                                                                                                                                       8242 00 00
      (p) For what purpose was the         6               1
          extra money obtained?                                                                                                        8243 00 00
                                                Mortgage




                                                           2
                                                                                                                                       8244 00 00
                                                           3
                                                                                                                                       8245 00 00
                                                           4
                                                                                                                                       8246 00 00
                                                           Yes               Yes                Yes                 Yes
      Records consulted                                                                                                                     00
                                                           No                No                 No                  No
                                                                                                                                       1213 00
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
                          Yes                                                                                                              8300 00 00
                           No                 Go to Question 8.1                                                                           8311 00 00

6.2    Ignoring properties that you rent out to others for more than one month a year, how                                                 8312 00 00
       many separate properties do you pay those items for?                                                                                1002 00
                      Number: .................. IF NONE, GO TO QUESTION 8.1                                                               1301 00
6.3    For each such property, would you please tell me the –                                                                                   00
                                                                                                                                                00
                             Property Numbers                        1                     2                 3                 4           2000 00
      (a) Type of property                                                                                                                 2001 00
      (b) Does the property consist of                 1   Land              1 Land                1 Land            1 Land            1 2894 00
          land only, buildings only, or
          both land and buildings?                         Bldgs             2 Bldgs               2 Bldgs           2 Bldgs           2
                                                                                                                                           8321 00 00
                                                           Both              3 Both                3 Both            3 Both            3
                                                                                                                                           8322 00 00
      (c) Is the property rented or                    2       R/L           1       R/L           1 R/L             1 R/L             1
          leased, owned with a                                                                                                             1002 00
          mortgage or loan, or                             O/ML              2 O/ML                2 O/ML            2 O/ML            2
                                                                                                                                           1301 00
          owned outright?
                                                           O/O               3 O/O                 3 O/O             3 O/O             3        00
                                                                                                                                                00
6.4    Would you please give me the details of your household’s latest account for the
       following items for each property –                                                                                                 2000 00
      (a) If Q6.3(c) is ‘R/L’,                 Amount      $                     $                   $                 $                   2001 00
          ask:
                                               Period                                                                                      2894 00
                                              Covered
          Rent Paid –
                                                 Month
                                                  Paid               /                     /                 /                 /
                                                                                                                                           8331 00 00
      (b) If Q6.3(c) is ‘O/ML’                 Amount      $                     $                   $                 $
          or O/O ask:                                                                                                                      8332 00 00
                                          No. of instal-
                                           ments p.a.                                                                                      1002 00
          Rates –
                                           Month Paid
                                           or Payable                /                     /                 /                 /           1301 00
      (c) Insurance on                         Amount      $                     $                   $                 $                        00
          Building –                   Period Covered                                                                                           00
                                 Month Paid or Payable                   /                     /                 /                 /       2000 00
      (d) Insurance on                         Amount      $                     $                   $                $
                                                                                                                                           2001 00
          Contents –
                                       Period Covered
                                                                                                                                           2894 00
                                Month Paid or Payable                    /                     /             /                     /
      (e) Electricity –                        Amount      $                     $                   $                 $
                                       Period Covered
                                                                                                                                           8341 00 00
                                                                                                                                           8342 00 00
                                 Month Paid or Payable                   /                     /                 /                 /
      (f) Gas –                                                                                                                            1002 00
                                               Amount      $                     $                   $                 $
                                       Period Covered                                                                                      1301 00
                                 Month Paid or Payable                   /                     /                 /                 /            00
      (g) Telephone –                          Amount      $                     $                   $                 $                        00
                                       Period Covered                                                                                      2000 00
                                 Month Paid or Payable                   /                     /                 /                 /
                                                                                                                                           2001 00
      (h) Other (specify): .........................
                                                                                                                                           2894 00
                                               Amount      $                     $                   $                 $
                                        Period Covered

                                            Month Paid                   /                     /                 /                 /
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 –   ANZ Banking Corp              RUR – Rural Bank                              EM –    Employer
              ASB –   ASB Bank                       TSB – Taranaki Savings Bank                  FC –    Finance Company
               BD –   Bank Direct                     TB – Trust Bank                             FO –    Former Owner
              BNZ –   Bank of New Zealand             UB – United Bank                            GD –    Other government dept
               CB –   Citibank                      WPT – WestpacTrust Banking Corp               HC –    Housing Corporation of NZ
              CYD –   Countrywide Banking           WPC – Westpac Banking Corp                     IC –   Insurance Company
              HKB –   Hong Kong Bank                SPB – Superbank                              MOR –    Mortgage Corp.
             HSBC –   Hong Kong & Shanghai            BS – Building Society                     NZHL –    New Zealand Home Loans
                      Banking Corp                  PSIS – Public Service Invest. Soc.            PS –    Private Source (eg family)
               KB –   Kiwibank                      AMP – AMP Financial Services                  ST –    Solicitor, solicitor’s trust fund
              NAB –   National Australia Bank      ERGO – ERGO                                    OS –    Other Source
              NAT –   National Bank of New Zealand    CC – Credit Card Company
               PB –   Postbank                        CU – Credit Union, lodge, friendly society
             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)   Do not ask these questions if the mortgage is revolving credit.
       (p)   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                                                                                       19
                                                                                                              No.                                 Office Use Only
7.1    Including privately arranged loans, how many mortgages and loans                                               If ‘0’, go to 8100 00 00
                                                                                                                                    8400
       on those other properties are still to be paid off? ...   ...                                                  Q8.1
7.2    How many of those mortgages and loans were taken out to buy the                                                If ‘0’, go to
       properties concerned or to pay them off?  ...    ...     ...                                                   Q8.1
                                                                                                                                                 MP
7.3    And how many of those ............ mortgages and loans are being paid                                          If ‘0’, go to
       off by a member of this household?       ...   ...    ...     ...                                              Q8.1          8411 00 00
                                                                                                                                       8410 00 00
7.4    For each of those ............ mortgages and loans, would you please tell me –                                                  8412 00 00
                                                                                                                                       8413 00 00
                                                                                   Mortgage or Loan                                    8414 00 00
                                                                 1                  2                 3                   4            8415 00 00
      (a) Who was the lender?                     1
          (Use codes opposite)                                                                                                         8416 00 00

                                           0                                                                                                00
                                                           1
                                                                                                                                       1214 00
                                                Mortgage




                                                           2
      (b) Type of mortgage or loan
                                                           3                                                                           8421 00 00

                                                           4                                                                           8420 00 00

      (c) What was the amount                    2                                                                                     8422 00 00
          originally borrowed?                             $                 $                  $                 $
                                                                                                                                       8423 00 00
      (d) In what month and year was               3
          the mortgage taken out?                                /                  /                 /                    /           8424 00 00
      (e) What was the interest rate               4
                                                                                                                                       8425 00 00
          applying to latest payment?                                    %                  %                 %                   %
                                                                                                                                       8426 00 00
                                                   5
      (f) Term of mortgage or loan                                   years              years             years                years        00
      (g) Amount of latest payment                         $                 $                  $                 $                    1215 00
      (h) Period covered by that payment                                                                                               8431 00 00
      (i) Month latest payment was made                              /                  /                 /                   /        8430 00 00
      (j) Lump-sum principal repayments                                                                                                8432 00 00
                                                           $                 $                  $                 $
          made in the last 12 months
                                                                                                                                       8433 00 00
      (k) Principal outstanding                            $                 $                  $                 $
      (l) Month and year outstanding                                                                                                   8434 00 00
          principal calculated                                       /                  /                 /                   /
                                                                                                                                       8435 00 00
      (m) Has the amount originally                        Yes               Yes                Yes                 Yes
          borrowed been increased at all                                                                                               8436 00 00
          since the loan was first taken out?              No                No                 No                  No
                                                                                                                                            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                 $                 $                  $                 $                    8441 00 00
          was first taken out?
                                                                                                                                       8440 00 00
      (o) In what month and year was the
          extra money obtained?                                  /                  /                 /                   /
                                                                                                                                       8442 00 00
      (p) For what purpose was the         6               1
          extra money obtained?                                                                                                        8443 00 00
                                                Mortgage




                                                           2
                                                                                                                                       8444 00 00
                                                           3
                                                                                                                                       8445 00 00
                                                           4
                                                                                                                                       8446 00 00
                                                           Yes               Yes                Yes                 Yes
      Records consulted                                                                                                                     00
                                                           No                No                 No                  No
                                                                                                                                       1217 00
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.
                                                                       CONSTRUCTION OF NEW DWELLINGS                                            21
                                                                                                                              Office Use Only
8.1    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
8.2    Has the dwelling concerned been occupied yet?

                               Yes

                               No                        Go to Question 8.4


8.3     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 –

                                                                                                        Records
                                                                             Amount Paid      Month    Consulted
                                                                                 in the      Payment
                                                                            Last 12 Months    Made
                                                                                                       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

      (g) Contract payments to builders                                 $                       /                       00
            and their sub-contractors, in
                                                                        $                       /                       00
            respect of contracts let prior to
            occupancy date                                              $                       /                       00
                                                                        $                       /                       00
                                                                        $                       /                       00

      (h) Contract payments to tradespeople                             $                       /                       00
            other than the builder and
            sub-contractors for contracts                               $                       /                       00
            let prior to occupancy date
                                                                        $                       /                       00

                                                                        $                       /                       00
                                                                        $                       /                       00

      (i) Materials used in the basic                                   $                       /                       00
            construction of the dwelling and
            which you yourselves bought prior                           $                       /                       00
            to occupancy date
                                                                        $                       /                       00
                                                                        $                       /                       00

      (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.
                                                                          PURCHASE OF LAND AND BUILDINGS                                                         23
                                                                                                                                               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
                                                                                                                                    8500 00 00
                                No                     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
                                                                                                                                    8514 00
      12 months?
                                                                                                                                    1121 00
                                      ................ IF NONE, GO TO QUESTION 10.1
                                                                                                                                    1122 00
9.4   For each of those properties, would you please tell me –
                                                                                                                                    1123 00
                                                                                            1              2                3
      (a) Was the property bought mainly for                                       Yes              Yes            Yes                   00
          business or investment purposes?                                          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
                                                                                                                                    8522 00 00
      (d) Did the property consist of land only,                               0 Land           1 Land         1 Land           1
          buildings only, or both land and
          buildings?
                                                                                   Bldgs        2 Bldgs        2 Bldgs          2 8523 00
                                                                                   Both         3   Both       3 Both           3 8524 00
      (e) If (d) is ‘Bldgs’ or ‘Both’ ask:                                     1   Yes          1   Yes        1   Yes          1 1121 00
            Did the buildings include a private dwelling?                              No       2   No         2       No       2 1122 00
      (f)    If (e) is ‘Yes’, ask:                                             2 New            1 New          1  New           1 1123 00
            (i) Was the dwelling new, or had it been lived in                      Lived          Lived          Lived
                 before, at the time of purchase?                                    in         2   in         2   in           2        00
            (ii) In which month did the household move
                 into the dwelling?                                                                                                      00
      (g) Purchase-contract price                                              3                                                    8530 00 00
          (including chattels)                                                     $                $              $
                                                                                                                                    8531 00 00

      (h) Actual own-cash contribution                                         4                                                    8532 00 00
          paid                                                                     $                $              $
                                                                                                                                    8533 00

      (i) Valuation fee                                                            $                $              $                8534 00

                                                                                                                                    1121 00
      (j) Legal fees and costs                                                     $                $              $
                                                                                                                                    1122 00

      (k) Mortgage Repayment Insurance                                                                                              1123 00
          premium (lump-sum)                                                       $                $              $
                                                                                                                                         00
      (l) Other costs or charges (specify):
                                                                                                                                         00
            ................................................................       $                $              $

            ................................................................       $                $              $

            ................................................................       $                $              $

            ................................................................       $                $              $
                                                                                   Yes              Yes            Yes
       Records consulted
                                                                                   No               No             No
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.
                                                                                    SALE OF LAND AND BUILDINGS                                                        25
                                                                                                                                                    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
                                Yes
                                                                                                                                          8549 00 00
                                 No                     Go to Question 11.1
                                                                                                                                          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                                                         8553 00
       12 months?
                                                                                                                                          1131 00
                                        ................ IF NONE, GO TO QUESTION 11.1
                                                                                                                                          1132 00
10.4   For each of those properties, would you please tell me –
                                                                                                                                          1133 00
                                                                                              1                 2                 3
                                                                                                                                               00
       (a) Was the property owned mainly for                                         Yes              Yes               Yes
           business or investment purposes?                                             No                No                No                 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
                                                                                                                                          8561 00 00
       (d) Did the property consist of land only,                               0 Land            1 Land            1 Land            1
           buildings only, or both land and                                                                                               8562 00 00
                                                                                    Bldgs         2 Bldgs           2 Bldgs           2
           buildings?
                                                                                     Both         3   Both          3 Both            3 1119 00
       (e) If (d) is ‘Bldgs’ or ‘Both’ ask:                                     1       Yes       1   Yes           1       Yes       1 8563 00
             Did the buildings include a private dwelling?                              No        2       No        2       No        2 1131 00

       (f)    Was the property owned with a                                     2 Yes             1   Yes           1 Yes             1 1132 00
              mortgage at the time of sale?                                          No           2   No            2   No            2 1133 00
       (g) If (f) is ‘Yes’, ask:                                                                                                               00
       How much was still outstanding on your                                                                                                  00
       mortgage at the time of the sale?                                            $                 $                 $
                                                                                                                                               00
       (h) Sale contract price (including                                       3
           chattels)                                                                $                 $                 $                 8570 00 00
                                                                                                                                          8571 00 00
       (i) Land agent’s fee                                                         $                 $                 $
                                                                                                                                          8572 00 00

       (j) Valuation fee                                                            $                 $                 $                 1119 00
                                                                                                                                          8573 00
       (k) Legal fees and costs
                                                                                    $                 $                 $                 1131 00

       (l) Other costs or charges (specify):                                                                                              1132 00

             ................................................................       $                 $                 $                 1133 00
             ................................................................       $                 $                 $                      00
             ................................................................       $                 $                 $                      00
             ................................................................       $                 $                 $                      00
       (m) If the sale is due to matrimonial
           property settlement, ask:
             Are the amounts you told me the full                                     Full              Full              Full
             amounts for the sale, or are they just                                 amount            amount            amount
                                                                                     Resp.             Resp.             Resp.
             your share of the full amounts?                                         share             share             share
                                                                                        Yes               Yes               Yes
              Records consulted
                                                                                        No                 No               No
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, interest-
              free 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                                                                    27
                                                                                                                             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           No
         •   To carry out repairs, upkeep or redecorating        ...       ...           1                      8590 00 00

         •   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




11.2    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                                                                                 MP
       (a) Type of job
                                          C                                                                            00
                                          D                                                                            00
                                                   A             B                   C                 D               00

       (b) Total cost                    $             $                   $                 $                         00

       (c) Did you pay any of                Yes           Yes                 Yes               Yes
            that on time-payment
                                             No            No                  No                No
            with interest?
        If (c) is ‘No’, ask:
             (d) Month paid                        /             /                   /                 /
            (e) Was any of the               Yes           Yes                 Yes               Yes
                money obtained
                                             No            No                  No                No
                from a loan?
            (f) IF YES: Was the              Yes           Yes                 Yes               Yes
                loan taken out in the
                                             No            No                  No                No
                last 12 months?
        If (c) is ‘Yes’, ask:
             (g) Month deposit paid                /             /                   /                 /
             (h) Cash deposit            $             $                   $                 $
             (i) Each instalment         $             $                   $                 $                              MP
             (j) Frequency of                                                                                   1537   00
                 instalments
                                                                                                                1537   00
             (k) Number of instal-
                                                                                                                1537   00
                 ments required
                                                                                                                1537   00
                                             Yes           Yes                 Yes               Yes
        Records consulted
                                             No            No                  No                No




                              If more than 4 jobs, then continue overleaf.
                                Otherwise, go to Question 11.3 overleaf.
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, interest-
            free 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                                                    29
                                                                                                                 Office Use Only
11.2   — continued from previous page

                                        E
                                        F                                                                       MP
       (a) Type of job
                                        G                                                                  00
                                        H                                                                  00
                                                  E               F               G             H          00

       (b) Total cost                   $               $               $             $                    00

       (c) Did you pay any of               Yes             Yes             Yes           Yes
            that on time-payment
                                            No              No              No            No
            with interest?
        If (c) is ‘No’, ask:
           (d) Month paid                         /               /               /             /
            (e) Was any of the              Yes             Yes             Yes           Yes
                money obtained
                                            No              No              No            No
                from a loan?
            (f) IF YES: Was the             Yes             Yes             Yes           Yes
                loan taken out in the
                                            No              No              No            No
                last 12 months?
        If (c) is ‘Yes’, ask:
           (g) Month deposit paid                 /               /               /             /
           (h) Cash deposit             $               $               $             $
           (i) Each instalment          $               $               $             $                         MP
           (j) Frequency of                                                                         1537   00
               instalments
                                                                                                    1537   00
           (k) Number of instal-
                                                                                                    1537   00
               ments required
                                                                                                    1537   00
                                            Yes             Yes             Yes           Yes
        Records consulted
                                            No              No              No            No




11.3   Is there anything on this card that you may have forgotten?


                            Show Card E (after finishing the question)

                                              Record details on previous page or,
                               Yes
                                              if no room there, in Q11.2 above.
                               No
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, interest-
              free 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                                                       31
                                                                                                                     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             Go to Question 11.6 overleaf

11.5   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              B              C            D

       (c) Total cost                       $              $              $             $
       (d) Did you pay any of                   Yes            Yes            Yes           Yes
            that on time-payment
                                                No             No             No            No
            with interest?
        If (d) is ‘No’, ask:
              (e) Month paid                          /              /              /             /
               (f) Was any of the               Yes            Yes            Yes           Yes
                   money obtained
                                                No             No             No            No
                   from a loan?
               (g) IF YES: Was the              Yes            Yes            Yes           Yes
                   loan taken out in the
                                                No             No             No            No
                   last 12 months?
           If (d) is ‘Yes’, ask:
              (h) Month deposit paid                  /              /              /             /
              (i) Cash deposit              $              $              $             $                           MP
              (j) Each instalment           $              $              $             $               1492   00
              (k) Frequency of                                                                          1492   00
                  instalments
                                                                                                        1492   00
              (l) Number of instal-
                                                                                                        1492   00
                  ments required
                                                Yes            Yes            Yes           Yes
        Records consulted
                                                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.
32      HOME MAINTENANCE, RENOVATIONS, IMPROVEMENTS, AND ALTERATIONS – continued
                                        NOTES



     11.5   – continued
                          (a) What Item Was Bought?           (b) What Type of Store Was It Bought From?

            E
            F
            G

            H
                                                          E             F              G             H

            (c) Total cost                      $             $              $             $
            (d) Did you pay any of                  Yes           Yes            Yes           Yes
                 that on time-payment
                                                    No            No             No            No
                 with interest?
             If (d) is ‘No’, ask:
                   (e) Month paid                         /             /              /             /
                    (f) Was any of the              Yes           Yes            Yes           Yes
                        money obtained
                                                    No            No             No            No
                        from a loan?
                    (g) IF YES: Was the             Yes           Yes            Yes           Yes
                        loan taken out in the
                        last 12 months?             No            No             No            No

                If (d) is ‘Yes’, ask:
                   (h) Month deposit paid                 /             /              /             /
                   (i) Cash deposit             $             $             $              $
                   (j) Each instalment          $             $             $              $
                   (k) Frequency of
                       instalments

                   (l) Number of instal-
                       ments required
                                                    Yes           Yes            Yes           Yes
             Records consulted
                                                    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                                                                   33
                                                                                                                                 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                  J                K               L

       (c) Total cost                        $                  $                $               $
       (d) Did you pay any of                    Yes                Yes              Yes             Yes
            that on time-payment
                                                 No                 No               No              No
            with interest?
        If (d) is ‘No’, ask:
              (e) Month paid                           /                  /                /               /
               (f) Was any of the                Yes                Yes              Yes             Yes
                   money obtained
                                                 No                 No               No              No
                   from a loan?
               (g) IF YES: Was the               Yes                Yes              Yes             Yes
                   loan taken out in the
                                                 No                 No               No              No
                   last 12 months?
           If (d) is ‘Yes’, ask:
              (h) Month deposit paid                   /                  /                /               /
              (i) Cash deposit               $                  $                $               $                              MP
              (j) Each instalment            $                  $                $               $                  1492   00
              (k) Frequency of                                                                                      1492   00
                  instalments
                                                                                                                    1492   00
              (l) Number of instal-
                                                                                                                    1492   00
                  ments required
                                                 Yes                Yes              Yes             Yes            1492   00
           Records consulted                                                                                        1492   00
                                                 No                 No               No              No

       GO TO QUESTION 11.6                                                                                          1492   00
                                                                                                                    1492   00

11.6   Is there anything on this card that you may have forgotten?
                              Show Card F (after finishing the question)

                                       Yes                 Record details on previous page or,
                                                           if no room there, in Q11.5 above
                                       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                  Go to Question 12.1

11.8   For each such payment, would you please tell me the –
                                                                                                      Records
                                                              Amount                  Month          Consulted
                       Item Hired                              Paid                   Paid
                                                                                                     Yes       No               MP
                                                       $                                   /                        8100
                                                                                                                    1490 00
                                                       $                                   /                        8100
                                                                                                                    1490 00
                                                       $                                   /                        8100
                                                                                                                    1490 00
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, interest-
             free 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.
                                                               HOUSEHOLD OPERATION                                                                         35
                                                                                                                                   Office Use Only
12.1   In the last 12 months, did any member of this household buy –
                                                                                                   Yes           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?

12.2    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
                                                       A                 B                 C                 D
       (c) Was the item bought
           new, or was it                    New                New              New               New
           second-hand?                      Used              Used              Used              Used

       (d) Cash price                        $                 $                 $                 $                              MP

       (e) Did you trade-in                                                                                                  00                      (–)
           anything?                                                                                                         00                      (–)
               Item traded-in
                                                                                                                             00                      (–)
               Amount received               $                 $                 $                 $
                                                                                                                             00                      (–)
               Net price                     $                 $                 $                 $
       (f) Did you pay any of that               Yes               Yes               Yes               Yes
           on time-payment with
           interest?                             No                No                No                No

        If (f) is ‘No’, ask:
               (g) Month paid                              /                 /                 /                 /
            (h) Was any of the                   Yes               Yes               Yes               Yes
                 money obtained
                                                 No                No                No                No
                 from a loan?
            (i) IF YES: Was the                  Yes               Yes               Yes               Yes
                 loan taken out in the                                                                                            MP
                                                 No                No                No                No
                 last 12 months?
        If (f) is ‘Yes’, ask:                                                                                                00
               (j) Month deposit paid                      /                 /                 /                 /           00

               (k) Cash deposit              $                 $                 $                 $                         00
                                                                                                                             00
               (l) Each instalment           $                 $                 $                 $
               (m)Frequency of
                  instalments

               (n) Number of instal-
                   ments required
               (o) Do the instalments                                                                                             MP
                                                 Yes               Yes               Yes               Yes
                   include insurance?
                                                 No                No                No                No             6442   00
               (p) IF YES: What was                                                                                   6442   00
                   the full insurance        $                 $                 $                 $
                   premium?                                                                                           6442   00
                                                 Yes               Yes               Yes               Yes            6442   00
       Records consulted
                                                 No                No                No                No

                           If more than 4 purchases, then continue overleaf.
                                Otherwise, go to Question 12.3 overleaf.
36                                         HOUSEHOLD OPERATION – continued
                                                     NOTES



12.2       – continued
                         (a) Item Bought                 (b) What Type of Store Was It Bought From?

       E
       F
       G

       H
                                                     E             F             G              H
       (c) Was the item bought
           new, or was it                  New            New              New         New
           second-hand?                    Used          Used           Used          Used

       (d) Cash price                      $             $             $              $

       (e) Did you trade-in
           anything?
            Item traded-in
           Amount received                 $             $             $              $
           Net price                       $             $             $              $
       (f) Did you pay any of that             Yes           Yes           Yes            Yes
           on time-payment with
           interest?                           No            No            No             No

        If (f) is ‘No’, ask:
           (g) Month paid                            /             /             /              /
            (h) Was any of the                 Yes           Yes           Yes            Yes
                 money obtained
                                               No            No            No             No
                 from a loan?
            (i) IF YES: Was the                Yes           Yes           Yes            Yes
                 loan taken out in the
                                               No            No            No             No
                 last 12 months?
        If (f) is ‘Yes’, ask:
           (j) Month deposit paid                    /             /             /              /

           (k) Cash deposit                $             $             $             $

           (l) Each instalment             $             $             $              $
           (m)Frequency of
              instalments

           (n) Number of instal-
               ments required
           (o) Do the instalments              Yes           Yes           Yes            Yes
               include insurance?
                                               No            No            No             No
           (p) IF YES: What was
               the full insurance          $             $             $              $
               premium?
                                               Yes           Yes           Yes            Yes
       Records consulted
                                               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                  J              K                 L
       (c) Was the item bought
           new, or was it                           New                New            New               New
           second-hand?                         Used                Used           Used             Used

       (d) Cash price                           $                  $              $                 $

       (e) Did you trade-in
           anything?
               Item traded-in
              Amount received                   $                  $              $                 $                         MP

              Net price                         $                  $              $                 $                    00                      (–)
       (f) Did you pay any of that                  Yes                Yes            Yes               Yes              00                      (–)
           on time-payment with
           interest?                                No                 No             No                No               00                      (–)
           If (f) is ‘No’, ask:                                                                                          00                      (–)
              (g) Month paid                              /                  /              /                 /          00                      (–)
               (h) Was any of the                   Yes                Yes            Yes               Yes              00                      (–)
                    money obtained
                                                    No                 No             No                No               00                      (–)
                    from a loan?
               (i) IF YES: Was the                  Yes                Yes            Yes               Yes              00                      (–)
                    loan taken out in the
                                                    No                 No             No                No
                    last 12 months?
           If (f) is ‘Yes’, ask:                                                                                              MP
              (j) Month deposit paid                      /                  /              /                 /
                                                                                                                         00
              (k) Cash deposit                  $                  $              $                 $                    00

              (l) Each instalment               $                  $              $                 $                    00

              (m)Frequency of                                                                                            00
                 instalments                                                                                             00
              (n) Number of instal-                                                                                      00
                  ments required
                                                                                                                         00
              (o) Do the instalments                Yes                Yes            Yes               Yes
                  include insurance?                                                                                     00
                                                    No                 No             No                No
              (p) IF YES: What was
                  the full insurance            $                  $              $                 $
                  premium?                                                                                                    MP
                                                    Yes                Yes            Yes               Yes
       Records consulted                                                                                          6442   00
                                                    No                 No             No                No
                                                                                                                  6442   00
                                                    GO TO QUESTION 12.3
                                                                                                                  6442   00
                            REFER TO PAGE 34 FOR NOTES ON THESE QUESTIONS.
                                                                                                                  6442   00

12.3   Is there anything on this card that you may have forgotten?                                                6442   00

                                  Show Card G (after finishing the question)                                      6442   00

                                                              Record details on previous page or,
                                                                                                                  6442   00
                                          Yes
                                                              if no room there, in Q12.2 above                    6442   00
                                          No
38                                       NOTES




12.6   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                   Go to Question 12.6




12.5   For each such payment, would you please tell me the –
                                                                                       Records
                                                        Amount                Month   Consulted
                  Item Repaired
                                                         Paid                 Paid
                                                                                      Yes       No             MP
                                                 $                              /                    8100 00
                                                 $                              /                    8100 00

                                                 $                              /                    8100 00
                                                 $                              /                    8100 00
                                                 $                              /                         00




12.6   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                 Go to Question 12.8




12.7   For each item sold, would you please tell me the –


                                  Item Sold                                 Amount     Month
                                                                           Received    Sold
                                                                                                               MS
                                                                       $                    /        8100 00                  (–)
                                                                       $                    /        8100 00                  (–)
                                                                       $                    /        8100 00                  (–)
                                                                       $                    /        8100 00                  (–)
                                                                       $                    /        8100 00                  (–)
                                                                       $                    /        8100 00                  (–)
40                                                    NOTES

12.8   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

                                Waterbeds ...       ...     ...    ...    ...               8600   00 00
                                Spa pool and heated swimming pools        ...               8601   00 00
                                Electric range or wall ovens       ...    ...               8602   00 00
                                Gas, coal or oil-fired ranges      ...    ...               8603   00 00
                                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     ...               8619   00 00
                                Portable gas heaters        ...    ...    ...               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
                                Slow combustion fires       ...    ...    ...               8625   00 00
                                Central heating of any kind...     ...    ...               8626   00 00
                                Water heaters       ...     ...    ...    ...               8629   00 00
42                                                       NOTES

12.9   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 –
       All amounts to include GST.                                           Name of Service Provider
                                                           Yes   No
       Package price (list inclusions)
       .................................................               $                   $                       PC MP
       Subscriber television -                                                                             6675
       Cost of subscriber channels (specify)                                                               6675
       .................................................               $                   $               6676
       Pay-per-view                                                    $                   $               6676
       Additional decoders                                             $                   $
       Magazine                                                        $                   $
       Installation and modification                                   $                   $                       PC MP
                                                                                                           2850
       Telephone -
                                                                                                           2850
       Rental line 1                                                   $                   $
                                                                                                           2855
       Rental line 2                                                   $                   $
                                                                                                           2855
       Wiring maintenance                                              $                   $
                                                                                                           2860
       Call features (specify) ............
                                                                       $                   $               2860
       ................................................
                                                                                                           2865
       Toll/call charges                                               $                   $
       Installation and modification                                   $                   $               2865

       Internet services -                                             High/Normal speed  High/Normal speed 2890   00

       Access plan                                                                 mb/hrs            mb/hrs 2890   00

       Installation and modification                                   $                  $                 2891   00
                                                                                                           2891    00
       Total charge                                                    $                   $
       Cellphone -                                                                                         2870
                                                                                                           2870
       Pricing
       plan:                Specify                                                                        2875
                           Amount                                      $                   $               2875
       Call features (specify) ............                                                                2880
                                                                       $                   $
       ................................................                                                    2880
       Toll/call charges                                               $                   $               2885
       Connection/modification fee                                     $                   $
                                                                                                           2885
       Arrears                                                         $                   $

       Other:              Specify

                           Amount                                      $                   $

                           Specify

                           Amount                                      $                   $

                            Specify

                           Amount                                      $                   $
       Total amount payable                                            $                   $
       Period covered
       Month paid or payable                                                   /                 /
                                                                       Yes                 Yes
                Records consulted
                                                                       No                  No
44                                                       NOTES

12.10   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.
                                                             HOUSEHOLD OPERATION – continued                                                               45
                                                                                                                                         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   TelstraClear       Others
                                                                                                                                     PC MP
        Rental (include wiring maintenance)                                         $             $              $
                                                                                                                              2850
        Call features (specify)                                                   $               $              $
        .........................................................................                                             2850

        Complete only if no breakdown available                                                                               2855
        on bill
                                                                                                                              2855
        Rental + Call features
        (specify call features)                                                     $             $              $            2860
        .........................................................................                                             2860
        Toll/call charges                                                           $             $              $
                                                                                                                              2860
        Installation and
        modification charges                                                        $             $              $            2865

        Arrears                                                                     $             $              $            2865


                               Specify
        Other:
                              Amount                                                $             $              $

                              Specify
        Discounts:
                              Amount                                                $             $              $

                              Specify
        Discounts:
                              Amount                                                $             $              $
        Total amount payable                                                        $             $              $

        Period covered

        Month paid or payable                                                              /            /              /

               Records consulted                                                    Yes           Yes            Yes
                                                                                    No            No             No
46                                                       NOTES

12.11   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                                              47
                                                                                                                 Office Use Only
12.11   Does this household have any cellphones that have not already been recorded in
        Q12.9? (Do not include prepaid)
                             Yes

                             No          Go to Question 12.12




        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
        Pricing         Specify
        Plan:                                                                                             2870
                        Amount     $                             $                     $
                                                                                                          2870
        Call features              $                             $                     $
                                                                                                          2875
        Toll/call charges          $                             $                     $
                                                                                                          2875
        Connection/
                                   $                             $                     $                  2875
        modification fee
                                                                                                          2880
        Arrears                    $                             $                     $
                                                                                                          2880
                        Specify
                                                                                                          2880
        Other:
                     Amount        $                             $                     $                  2885
                                                                                                          2885
                     Specify
        Discounts:                                                                                        2885
                     Amount        $                             $                     $

        Total amount payable       $                             $                     $
        Period covered
        Month paid or payable                  /                           /                     /
                                   Yes                           Yes                       Yes
        Records consulted
                                   No                            No                        No




                                                                Name of service provider
                                                                                                                 PC MP
                                                                                                          2870
        Pricing         Specify
        Plan:                                                                                             2870
                        Amount     $                             $                         $
                                                                                                          2870
        Call features              $                             $                         $
                                                                                                          2875
        Toll/call charges          $                             $                         $
                                                                                                          2875
        Connection/
                                   $                             $                         $              2875
        modification fee
                                                                                                          2880
        Arrears                    $                             $                         $
                                                                                                          2880
                        Specify
                                                                                                          2880
        Other:
                        Amount     $                             $                         $              2885
                                                                                                          2885
                        Specify
        Discounts:                                                                                        2885
                        Amount     $                             $                         $

        Total amount payable       $                             $                     $
        Period covered
        Month paid or payable                  /                           /                     /
                                   Yes                           Yes                       Yes
        Records consulted
                                   No                            No                        No
48                                                         NOTES

12.12(a)   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
                                                                                                        (b) Internet
                                                       Sky            Saturn                 Other
                                              Yes                 Yes                  Yes              Yes
                                              No                  No                   No               No
        Charge for service (excl.
        installation)                         $                   $                    $                $                         PC MP
                                                                                                                           6675
        Installation and modification         $                   $                $                    $
                                                                                                                           6675
        Total amount payable                  $                   $                    $                $
                                                                                                                           6675
        Period covered
                                                                                                                           6676
        Month paid or payable                            /               /                    /                   /
                                                                                                                           6676
             Records consulted                Yes                 Yes                  Yes              Yes
                                                                                                                           2890   00
                                              No                  No                   No               No
                                                                                                                           2891   00




12.12   (b) Does this household currently hire, rent or pay a fee for either of these items?

                                                                             If Yes:                         Records
                                                        Amount of                              Month        Consulted
                                                          latest          Period              Paid or
                                        Yes       No     payment         Covered              Payable       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    Is mains gas connected to this dwelling?

                          Yes          1

                          No           2     Go to Question 12.15 and use Col. A




12.14    Do you receive a separate account for gas, or do you receive a single account                          8627 00 00
         covering both gas and electricity?

               Separate accounts              Use Col. A. and Col. B of Q12.15
                   Single account             Use Col. C of Q12.15




12.15    Would you please give me the following details from your household’s latest
         account for gas and/or electricity:
                                                       Col. A             Col. B                Col. C
                                                    (Electricity)         (Gas)               (Combined)                  MP
        (a) Cost of electricity               $                                          $                      2000 00
        (b) Cost of gas                                             $                    $                      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                          /                 /                     /
                                              Yes                   Yes                  Yes
          Records Consulted
                                               No                   No                   No




                                                                                 Amount Paid      Records
12.16    Would you please tell me how much your household                                        Consulted
                                                                                  in the Last
         paid in the last 12 months on the following items –
                                                                                  12 Months      Yes       No
        (a) Television service contract                                      $                                  8100 00 00
                                                                                                                2180
        (b) Video-recorder service contract                                  $                                  8100 00 00
                                                                                                                2186
        (c) Service contract for combination of home appliances $                                               8100 00 00
                                                                                                                2187
        (d) Home-heating oil                                                 $                                  8100 00 00
                                                                                                                2197
        (e) Firewood                                                         $                                  2002 00 00
        (f) Coal                                                             $                                  8100 00 00
                                                                                                                2007
        (g) Bottled gas                                                      $                                  8100 00 00
                                                                                                                2004
        (h) Insurance on personal effects not covered by                                                        8100 00 00
                                                                                                                2009
                                                                             $
            contents insurance                                                                                  8100 00 00
                                                                                                                6426
        (i) NZ Post box rental                                               $                                  6426 00 00

        (j) Fee for safe-deposit boxes                                       $                                  8100 00 00
                                                                                                                2892
                                                                                                                8100 00 00
                                                                                                                2893
                                                                                                                8100 00 00
                                                                                                                6708
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            Toyota
                             Car            Blue Laser
                             Car            Yellow Laser
                             Van            Fred’s
                             Van            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.
                                                                                          TRANSPORTATION                                                                             53
                                                                                                                                                                   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
                                                                                                                                                        8720   00 00
                                                    Basic Type of Vehicle                     Distinguishing Comments (if any) 8721                            00 00
                                        21 V1                                                                                                           8722   00 00
                                        25 V2
                                                                                                                                                        8723   00 00
       (a) Type of vehicle              29 V3
                                                                                                                                                        8724   00 00
                                        33 V4
                                        37 V5                                                                                                           8700   00 00
            Vehicle Reference                   V1                     V2                     V3                  V4                    V5              8725   00 00
                                          22                  26                     30                     34                    38
       (b) Was the vehicle owned,                                                                                                                       8726   00 00
                                          Owned           1 Owned                1 Owned                1 Owned               1 Owned               1
           or was it borrowed?                                                                                                                          8727   00 00
                                           Borr.          2   Borr.              2 Borr.                2   Borr.             2   Borr.             2
       (c) Was the vehicle used for        Yes                 Yes                   Yes                     Yes                   Yes                  8728   00 00
           business purposes?                 No               No                     No                                           No
                                                                                                             No                                         8701   00 00
           IF YES: What                   23                  27                     31                     35                    39
           percentage was it used                                                                                                                       8729   00 00
           for business?                                  %                  %                      %                     %                     % 8730         00 00
                                          24                  28                     32                     36                    40
       (d) Is the vehicle still
           owned/borrowed?                 Yes            1    Yes               1   Yes                1    Yes              1    Yes              1 8731     00 00
                                              No               No                     No                     No                    No                   8732   00 00
                                          24                  28                     32                     36                    40
           IF NO: How was the                                                                                                                           8702   00 00
                                          Traded          2 Traded               2 Traded               2 Traded              2 Traded              2
           vehicle disposed of?
                                           Sold           3   Sold               3   Sold               3   Sold              3   Sold              3 8733     00 00
                                           Other          4 Other                4 Other                4 Other               4 Other               4 8734     00 00
           IF OTHER, specify:                                                                                                                           8735   00 00
       (e) What was the relicensing                                                                                                                     8736   00 00
           fee for the vehicle?            $                  $                      $                      $                     $
                                                                                                                                                        8703   00 00
           Period covered                 6m         Yr       6m            Yr       6m            Yr       6m           Yr       6m           Yr
       (f) Vehicle insurance –                                                                                                                          8737   00 00
           Latest premium                  $                  $                      $                      $                     $
                                                                                                                                                        8738   00 00
           Period covered
                                                                                                                                                        8739   00 00
           Month paid                               /                   /                      /                     /                     /
                                              Yes              Yes                    Yes                    Yes                   Yes                  8740   00 00
             Records Consulted
                                               No                 No                     No                     No                    No                8704   00 00

       (g) Market Value                    $                  $                      $                      $                     $                            00 00
       (h) Is the vehicle fitted with         Yes              Yes                    Yes                    Yes                   Yes                         00 00
           CNG or LPG?                         No                 No                     No                     No                    No                       00 00
                If ‘No’, go to next                                                                                                                            00 00
               vehicle. If ‘Yes’, ask:
                                                                                                                                                               00 00
               (i) What was the            $                  $                      $                      $                     $                            00 00
                   latest amount paid
                   for the CNG/LPG
                                                                                                                                                               00 00
                   inspection fee?                                                                                                                             00 00
              (ii) Did you pay a                                                                                                                               00 00
                   five-yearly                Yes              Yes                    Yes                    Yes                   Yes
                   cylinder or tank                                                                                                                            00 00
                   inspection fee in
                                                                                                                                                               00 00
                   the last 12                 No                 No                     No                     No                    No
                   months?                                                                                                                                     00 00
               (iii) If ‘Yes’, ask:                                                                                                                            00 00
                   What was the                                                                                                                                00 00
                   latest amount paid      $                  $                      $                      $                     $
                   for that fee?
                                                                                                                                                               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            Toyota
                             Car            Blue Laser
                             Car            Yellow Laser
                             Van            Fred’s
                             Van            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
                                                  Basic Type of Vehicle                     Distinguishing Comments (if any)
                                                                                                                                                      8742   00 00
                                      41 V6
                                      45 V7                                                                                                           8743   00 00

       (a) Type of vehicle            49 V8                                                                                                           8744   00 00
                                      53 V9                                                                                                           8705   00 00
                                      57 V10                                                                                                          8745   00 00
            Vehicle Reference                 V6                     V7                     V8                  V9                   V10
                                                                                                                                                      8746   00 00
                                         42                 46                     50                     54                    58
       (b) Was the vehicle owned,                       1 Owned                1 Owned                1 Owned               1 Owned               1 8747     00 00
                                         Owned
           or was it borrowed?
                                         Borr.          2   Borr.              2 Borr.                2   Borr.             2   Borr.             2 8748     00 00
       (c) Was the vehicle used for       Yes                Yes                   Yes                     Yes                   Yes
                                                                                                                                                      8706   00 00
           business purposes?             No                 No                     No                     No                    No
           IF YES: What                  43                 47                     51                     55                    59                    8749   00 00
           percentage was it used
                                                                                                                                                      8750   00 00
           for business?                                %                  %                      %                     %                     %
                                         44                 48                     52                     56                    60                    8751   00 00
       (d) Is the vehicle still
           owned/borrowed?                Yes           1    Yes               1   Yes                1    Yes              1    Yes              1 8752     00 00
                                          No                 No                     No                     No                    No
                                                                                                                                                      8707   00 00
                                         44                 48                     52                     56                    60
           IF NO: How was the
                                         Traded         2 Traded               2 Traded               2 Traded              2 Traded              2 8753     00 00
           vehicle disposed of?
                                          Sold          3   Sold               3   Sold               3   Sold              3   Sold              3
                                                                                                                                                      8754   00 00
                                         Other          4 Other                4 Other                4 Other               4 Other               4
                                                                                                                                                      8755   00 00
           IF OTHER, specify:
                                                                                                                                                      8756   00 00
       (e) What was the relicensing
           fee for the vehicle?          $                  $                      $                      $                     $                     8708   00 00
           Period covered                6m        Yr       6m            Yr       6m            Yr       6m           Yr       6m           Yr       8757   00 00
       (f) Vehicle insurance –
           Latest premium                $                  $                      $                      $                     $                     8758   00 00
           Period covered                                                                                                                             8759   00 00
           Month paid                             /                   /                      /                     /                     /            8760   00 00
                                          Yes                Yes                    Yes                    Yes                   Yes
             Records Consulted                                                                                                                        8709   00 00
                                             No                 No                     No                     No                    No
                                                                                                                                                             00 00
       (g) Market Value                  $                  $                      $                      $                     $
                                                                                                                                                             00 00
       (h) Is the vehicle fitted with     Yes                Yes                    Yes                    Yes                   Yes
                                                                                                                                                             00 00
           CNG or LPG?                       No                 No                     No                     No                    No
                                                                                                                                                             00 00
                If ‘No’, go to next
               vehicle. If ‘Yes’, ask:                                                                                                                       00 00
                                                                                                                                                             00 00
               (i) What was the          $                  $                      $                      $                     $
                   latest amount paid
                                                                                                                                                             00 00
                   for the CNG/LPG                                                                                                                           00 00
                   inspection fee?
                                                                                                                                                             00 00
              (ii) Did you pay a
                   five-yearly            Yes                Yes                    Yes                    Yes                   Yes                         00 00
                   cylinder or tank
                                                                                                                                                             00 00
                   inspection fee in
                   the last 12               No                 No                     No                     No                    No                       00 00
                   months?
                                                                                                                                                             00 00
               (iii) If ‘Yes’, ask:
                                                                                                                                                             00 00
                   What was the
                   latest amount paid    $                  $                      $                      $                     $                            00 00
                   for that fee?                                                                                                                             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, interest-
            free 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         No
           •    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? ...           ...   ...



13.3   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)       If a job, go to (c). Otherwise ask:
                     (a) Type of Job, or Item Purchased
                                                                           What Kind of Shop Was the Item
                                                                                 Purchased From?
                                                                                                                            ST MP
       A
       B
       C

       D
                                                         A                 B                    C                   D
       (c) Which vehicle was the
           job or item for?
               (Enter Vehicle Reference)

       (d) Cash price                          $                 $                    $                  $
                                                   Yes               Yes                  Yes                 Yes
       (e) Did the price include a
           charge for labour?                      No                No                   No                  No

       (f) Did you pay any of the                  Yes               Yes                  Yes                 Yes
           cost on time-payment                    No                No                   No                  No
           with interest?
           If (f) is ‘No’, ask:
               (g) Month paid                                /                 /                    /                   /

               (h) Was any of the                  Yes               Yes                  Yes                 Yes
                   money obtained                  No                No                   No                  No
                   from a loan?
               (i)    IF YES: Was the              Yes               Yes                  Yes                 Yes
                      loan taken out in
                      the last 12 months?          No                No                   No                  No

           If (f) is ‘Yes’, ask:
               (j)    Month deposit paid                 /                 /                    /                   /
               (k) Cash deposit                $                 $                    $                   $
                                                                                                                                 MP
               (l)    Each instalment         $                  $                    $                  $                  00
               (m) Frequency of                                                                                             00
                   instalments
                                                                                                                            00
               (n) Number of instal-
                   ments required                                                                                           00

                                                   Yes               Yes                  Yes                 Yes
        Records consulted
                                                   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, interest-
           free 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)           If a job, go to (c). Otherwise ask:
                   (a) Type of Job, or Item Purchased
                                                                         What Kind of Shop Was the Item
                                                                               Purchased From?
                                                                                                                             ST MP
       E
       F
       G

       H
                                                       E                 F                         G                 H
       (c) Which vehicle was the
           job or item for?
              (Enter Vehicle Reference)

       (d) Cash price                        $                 $                         $                 $
                                                 Yes               Yes                       Yes               Yes
       (e) Did the price include a
           charge for labour?                    No                No                        No                No

       (f) Did you pay any of the                Yes               Yes                       Yes               Yes
           cost on time-payment
                                                 No                No                        No                No
           with interest?
           If (f) is ‘No’, ask:
             (g) Month paid                                /                 /                         /                 /

             (h) Was any of the                  Yes               Yes                       Yes               Yes
                 money obtained                  No                No                        No                No
                 from a loan?
             (i)    IF YES: Was the              Yes               Yes                       Yes               Yes
                    loan taken out in
                    the last 12 months?          No                No                        No                No

           If (f) is ‘Yes’, ask:
             (j)    Month deposit paid                 /                 /                         /                 /
             (k) Cash deposit               $                  $                        $                  $
                                                                                                                                  MP
             (l)    Each instalment         $                  $                        $                  $                 00
             (m) Frequency of                                                                                                00
                 instalments
                                                                                                                             00
             (n) Number of instal-
                 ments required                                                                                              00

                                                 Yes               Yes                       Yes               Yes
        Records consulted
                                                 No                No                        No                No




13.4   Is there anything on this card that you may have forgotten?

                               Show Card I (after finishing the question)


                              Record details on previous page or,
                   Yes
                              if no room there, in Q13.3 above
                   No
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, interest-
             free 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.
                                                              TRANSPORTATION – continued                                               61
                                                                                                                   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              Go to Question 13.7

13.6   For each vehicle bought, would you please tell me the –

                                                                         (b) What Type of Outlet Was It
                          (a) Type of vehicle
                                                                                Bought From?
                                                                                                              ST MP


                                                                                                              00                     (–)
                                                                                                              00


       (c)    Vehicle Reference (see Notes)


       (d) Was the vehicle bought                   New            New               New            New       00
           new, or was it second-
                                                Used            Used              Used           Used
                                                                                                              00
           hand?

       (e) Cash price of vehicle                $               $                $               $
                                                                                                              00                     (–)
       (f) Value of trade-in (if any)           $               $                $               $
                                                                                                              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

             (i) Cost of petrol included                                                                      00
                 in purchase price       $                      $                $               $
             (j) Cost of extra accessories $                    $                $               $
                                                                                                              00                     (–)
             (k) Engine size (see Notes)
       (l) OFFICE USE (e-f+h+i+j)               $               $                $               $            00

       (m) Was the vehicle bought                   Yes            Yes               Yes            Yes
           on time-payment with
           interest?                                No              No               No              No
                                                                                                              00
        If (m) is ‘No’, ask:
             (n) Month paid                               /              /                 /              /   00

            (o) Was any of the                      Yes            Yes               Yes            Yes
                money obtained
                                                    No              No               No             No        00                     (–)
                from a loan?
            (p) IF YES: Was the                     Yes            Yes               Yes            Yes       00
                loan taken out in the
                                                    No              No               No             No
                last 12 months?
        If (m) is ‘Yes’, ask:
             (q) Month deposit paid                       /              /                 /              /   00
             (r) Cash deposit                   $              $                 $              $             00
             (s) Each instalment                $              $                 $              $
             (t) Frequency of
                 instalments                                                                                  00                     (–)

             (u) Number of instal-                                                                            00
                 ments required
             (v) Does the instalment                Yes            Yes               Yes            Yes
                 include vehicle
                                                    No              No               No              No
                 insurance?                                                                                   00
             (w) IF YES: What was
                 the full insurance             $              $                 $              $             00
                 premium?
                                                    Yes            Yes               Yes            Yes
        Records consulted
                                                    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.
                                                     TRANSPORTATION – continued                                                      63
                                                                                                                 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          Go to Question 13.9

 13.8   For each vehicle sold, would you please tell me –                                                       MS
        (a) Which vehicle was sold                                                                         00                      (–)

        (b) Month sold                           /              /            /             /               00
        (c) Cash price obtained (net                                                                4409   00
            of direct selling costs)   $               $            $            $
                                                                                                           00                      (–)
        (d) Change-of-ownership fee
            (if paid separately)    $                  $            $            $                         00

        (e) Other selling costs paid                                                                4409   00
            separately                 $               $            $            $
                                                                                                           00                      (–)
                                           Yes         Yes          Yes           Yes
         Records consulted                                                                                 00
                                           No              No           No           No
                                                                                                    4409   00
                                                                                                           00                      (–)
                                                                                                           00
                                                                                                    4409   00




 13.9   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          Go to Question 14.1




13.10   For each such payment, would you please tell me the –
                                                                                      Records
                                                     Amount              Month       Consulted
               Type of Vehicle Hired
                                                      Paid               Paid
                                                                                     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.
                                                                      NEW ZEALAND TRAVEL                                                     65
                                                                                                                           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                   Go to Page 71, Question 14.6




       Talking about private trips only:
14.2   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   How many of those absences involved the spending of money?                                                8800 00 00

           Number: ............................ IF NONE, go to Page 71, Question 14.6

14.4   And how many of those absences ended within the last 12 months?                                           8801 00 00

           Number: ............................ IF NONE, go to Page 71, Question 14.6                            8802 00 00
                                                                                                                 8803 00 00
14.5   For each of those absences, would you please tell me the –
                                                                              Holiday or Trip                    8804 00 00

                                                                 1
                                                                                                                 8805 00 00
                                                                               2              3            4

       (a) Persons involved in the trip                                                                          8806 00 00
       (b) Duration of trip or holiday (days)                        01              03           05           07 8807 00 00
       (c) Month and year trip began                                 02              04           06           08
                                                                                                                  8808 00 00
       (d) Accommodation Costs –                                                                                 6301 00 00
           Hotels                                       01 $              $               $            $         6302 00 00
           Motels                                       02 $              $               $            $
                                                                                                                 6303 00 00
           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
           Other: .................................     * $               $               $            $
                                                                                                                      00 00
       (e) Private transport costs                      01 $              $               $            $
       (f) Public Transport Costs –                                                                              4401 00 00
            Air                                         30 $              $               $            $         4030 00 00
            Rail                                        13 $              $               $            $         4013 00 00
             Inter-island ferry - passenger/s 20 $                        $               $            $
                                                                                                                 4020 00 00
             Inter-island ferry - passenger/s
                                                        22
            & vehicle                                                                                            4022 00 00
            Bus/Coach                                   11 $              $               $            $         4011 00 00
            Other: ................................     * $               $               $            $
                                                                                                                 4043 00 00
       (g) Package-tour cost                            * $               $               $            $
       (h) School trip                                  * $               $               $            $         4041 00 00
       (i) Other costs (incl. spending                                                                           6243 00 00
           money, food, etc.)                           30 $              $               $            $
                                                                                                                 6830 00 00
       (j) Total cost                                        $            $               $            $
   66                                                       NEW ZEALANDNOTES – continued
                                                                       TRAVEL
                                                                             Holiday or Trip                         Office Use Only
14.5    – continued
                                                                5             6            7            8
                                                                                                              8809 00 00
        (a) Persons involved in the trip
        (b) Duration of trip or holiday (days)                      09            11           13           15 8810 00 00
        (c) Month and year trip began                               10            12           14           16 8811 00 00

        (d) Accommodation Costs –                                                                             8812 00 00
            Hotels                                     01 $              $             $            $         8813 00 00
            Motels                                     02 $              $             $            $
                                                                                                              8814 00 00
            Backpackers/Hostels                        03 $              $             $            $
                                                                                                              8815 00 00
            Caravan parks/Camp grounds 04 $                              $             $            $
            Private house/or Bach                      05 $              $             $            $         8816 00 00
            Hosted/B&B                                 07 $              $             $            $         6301 00 00
            Other: .................................   * $               $             $            $
                                                                                                              6302 00 00
       (e) Private transport costs                     01 $              $             $            $
                                                                                                              6303 00 00
        (f) Public Transport Costs –
             Air                                       30 $              $             $            $         6304 00 00
             Rail                                      13 $              $             $            $         6305 00 00
             Inter-island ferry - passenger/s 20 $                       $             $            $
                                                                                                              6307 00 00
             Inter-island ferry - passenger/s
                                                       22                                                          00 00
             & vehicle

             Bus/Coach                                 11 $              $             $            $         4401 00 00
             Other: ................................   * $               $             $            $
                                                                                                              4030 00 00
       (g) Package-tour cost                           * $               $             $            $
                                                                                                              4013 00 00
       (h) School trip                                 * $               $             $            $
       (i) Other costs (incl. spending                                                                        4020 00 00
           money, food, etc.)                          30 $              $             $            $
                                                                                                              4022 00 00
       (j) Total cost                                       $            $             $            $
                                                                                                              4011 00 00

                                                                                                              4043 00 00

                                                                                                              4041 00 00
                                                                                                              6243 00 00
                                                                                                              6830 00 00
                                                               NEW ZEALAND TRAVEL – continued                                               67
                                                                             Holiday or Trip                              Office Use Only
14.5   – continued
                                                                9            10            11            12
                                                                                                                8817 00 00
       (a) Persons involved in the trip
                                                                                                                 8818 00 00
       (b) Duration of trip or holiday (days)                       17            19            21            23
       (c) Month and year trip began                                18            20            22            24 8819 00 00
                                                                                                                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 $                               $             $             $
                                                                                                                8824 00 00
           Private house/or Bach                      05 $               $             $             $
            Hosted/B&B                                07 $               $             $             $          6301 00 00
           Other: .................................   * $                $             $             $          6302 00 00
       (e) Private transport costs                    01 $               $             $             $          6303 00 00
       (f) Public Transport Costs –
                                                                                                                6304 00 00
            Air                                       30 $               $             $             $
            Rail                                      13 $               $             $             $          6305 00 00
            Inter-island ferry - passenger/s 20 $                        $             $             $          6307 00 00
            Inter-island ferry - passenger/s                                                                         00 00
                                                      22
            & vehicle

            Bus/Coach                                 11 $               $             $             $          4401 00 00
            Other: ................................   * $                $             $             $          4030 00 00
       (g) Package-tour cost                          * $                $             $             $
                                                                                                                4013 00 00
       (h) School trip                                * $                $             $             $
                                                                                                                4020 00 00
       (i) Other costs (incl. spending
           money, food, etc.)                         30 $               $             $             $          4022 00 00
       (j) Total cost                                      $             $             $             $
                                                                                                                4011 00 00

                                                                                                                4043 00 00
                                                                                                                4041 00 00
                                                                                                                6243 00 00
                                                                                                                6830 00 00
   68                                                       NEW ZEALANDNOTES – continued
                                                                       TRAVEL
                                                                              Holiday or Trip                           Office Use Only
14.5    – continued
                                                                13            14            15            16
                                                                                                                 8825 00 00
        (a) Persons involved in the trip
        (b) Duration of trip or holiday (days)                       25            27            29            31 8826 00 00
        (c) Month and year trip began                                26            28            30            32 8827 00 00

        (d) Accommodation Costs –                                                                                8828 00 00
            Hotels                                     01 $               $             $             $          8829 00 00
            Motels                                     02 $               $             $             $
                                                                                                                 8830 00 00
            Backpackers/Hostels                        03 $               $             $             $
                                                                                                                 8831 00 00
            Caravan parks/Camp grounds 04 $                               $             $             $
            Private house/or Bach                      05 $               $             $             $          8832 00 00
             Hosted/B&B                                07 $               $             $             $          6301 00 00
            Other: .................................   * $                $             $             $
                                                                                                                 6302 00 00
       (e) Private transport costs                     01 $               $             $             $
                                                                                                                 6303 00 00
        (f) Public Transport Costs –
             Air                                       30 $               $             $             $          6304 00 00
             Rail                                      13 $               $             $             $          6305 00 00
             Inter-island ferry - passenger/s 20 $                        $             $             $
                                                                                                                 6307 00 00
             Inter-island ferry - passenger/s
                                                       22                                                             00 00
             & vehicle

             Bus/Coach                                 11 $               $             $             $          4401 00 00
             Other: ................................   * $                $             $             $
                                                                                                                 4030 00 00
       (g) Package-tour cost                           * $                $             $             $
                                                                                                                 4013 00 00
       (h) School trip                                 * $                $             $             $
       (i) Other costs (incl. spending                                                                           4020 00 00
           money, food, etc.)                          30 $               $             $             $
                                                                                                                 4022 00 00
       (j) Total cost                                       $             $             $             $
                                                                                                                 4011 00 00

                                                                                                                 4043 00 00

                                                                                                                 4041 00 00
                                                                                                                 6243 00 00
                                                                                                                 6830 00 00
                                                               NEW ZEALAND TRAVEL – continued                                                69
                                                                              Holiday or Trip                              Office Use Only
14.5   – continued
                                                                17            18            19            20
                                                                                                                  8833 00 00
       (a) Persons involved in the trip
                                                                                                                  8834 00 00
       (b) Duration of trip or holiday (days)                        33            35            37            39
       (c) Month and year trip began                                 34            36            38            40 8835 00 00
                                                                                                                  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 $                                $             $             $
                                                                                                                  8840 00 00
           Private house/or Bach                      05 $                $             $             $
            Hosted/B&B                                07 $                $             $             $           6301 00 00

           Other: .................................   * $                 $             $             $           6302 00 00
       (e) Private transport costs                    01 $                $             $             $           6303 00 00
       (f) Public Transport Costs –
                                                                                                                  6304 00 00
            Air                                       30 $                $             $             $
            Rail                                      13 $                $             $             $           6305 00 00

             Inter-island ferry - passenger/s 20 $                        $             $             $           6307 00 00
             Inter-island ferry - passenger/s                                                                         00 00
                                                      22
            & vehicle

            Bus/Coach                                 11 $                $             $             $           4401 00 00
            Other: ................................   * $                 $             $             $           4030 00 00
       (g) Package-tour cost                          * $                 $             $             $           4013 00 00
       (h) School trip                                * $                 $             $             $
                                                                                                                  4020 00 00
       (i) Other costs (incl. spending
           money, food, etc.)                         30 $                $             $             $           4022 00 00
       (j) Total cost                                      $              $             $             $           4011 00 00

                                                                                                                  4043 00 00
                                                                                                                  4041 00 00
                                                                                                                  6243 00 00
                                                                                                                  6830 00 00
70                                                          NOTES

14.6    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                                              71
                                                                                                                    Office Use Only
 14.6    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                  Go to Question 14.8


 14.7    For each separate payment, would you please tell me the –
                                                                                              Records
          Person                                             Amount            Month         Consulted
                      Type of Fare or Accommodation
         Who Paid                                             Paid             Paid
                                                                                             Yes    No

                                                      $                          /                        8100 00
                                                      $                          /                        8100 00
                                                      $                          /                        8100 00
                                                      $                          /                        8100 00


 14.8    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                  Go to Question 14.10



 14.9    For each separate payment, would you please tell me the –
                     Will the
                  Person(s) be
                   Away From
                    Home for
        Person(s)                      Type of Fare or                Amount         Month     Records
                     4 Days
        Involved                       Accommodation                   Paid          Paid     Consulted
                    or More?

                    Yes   No                                                                  Yes   No
                                                               $                       /                  8100 00
                                                               $                       /                  8100 00

                                                               $                       /                  8100 00


14.10    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                  Go to Question 15.1


14.11    For each separate payment, would you please tell me the –
                                                                                              Records
                                                             Amount            Month         Consulted
              Type of Fare or Accommodation
                                                              Paid             Paid
                                                                                             Yes    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)       amounts paid for trips not yet taken;
                                  (ii)      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
                                    (iii)   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)     Persons Involved
              Enter Person Number, except for travel to New Zealand by an overseas resident.
        (b)   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.
                                                                       OVERSEAS TRAVEL                                                      73
                                                                                                                          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     No


                                                                                     
             •    past overseas travel for business purposes?
             •
                                                                                     
                  past overseas travel for private purposes?                               If all are No,
                                                                                           go to Q 16.1
             •    future overseas travel for any purpose?

             •    travel to NZ by an overseas resident?                              
15.2   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            C          D              E
       (d) Was any part of the cost               Yes        Yes          Yes        Yes           Yes
           paid by a business or by
           another household?
           (IF YES, see Note)                     No         No           No         No            No

       (e) Was the payment for a                  Yes        Yes          Yes        Yes            Yes
           package holiday?
                                                  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?             $          $            $          $             $
                                                                                                                8860 00 00
       (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?                        $          $            $          $             $                     MP
       (k) If breakdown of (h) – (j) is                                                                         4117 00 00
           unavailable, record total              $          $            $          $             $
           amount prepaid                                                                                       4113 00 00
       (l)       Month fare paid in NZ                                                                              00
       (m) Has the trip been taken yet?           Yes        Yes          Yes        Yes           Yes              00
                                                  No         No           No         No            No
                                                                                                                    00
                  If (m) is Yes ask:
                                                                                                                    00
       (n) Amount of Airport Tax paid
           in NZ                                  $          $            $          $             $                00
       (o) Total amount paid out while                                                                              00
           overseas                               $          $            $          $              $
       (p) Customs Duty and GST paid                                                                            4110 00 00
           in NZ                                  $          $            $          $             $
                                                                                                                4111 00 00
       (q) Other amounts paid in NZ but
           incurred while overseas                $          $            $          $             $            4112 00 00
                                                  Yes        Yes          Yes        Yes           Yes          4120 00 00
                   Records consulted
                                                  No         No           No         No            No
                                                                                                                4115 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:
           G   Do record school jerseys bought for 3 boys at the same time and which cost $240 in total.
           G    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
           G   Do record a suit which cost $230.
           G    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, interest-
           free terms, revolving-credit account, or lay-by.
                                                            CLOTHING AND FOOTWEAR                                                75
                                                                                                               Office Use Only
16.1   In the last 12 months, did any member of this household pay $200 or more at one
       time for clothing or footwear?

                                 Yes

                                 No                  Go to Question 16.4



16.2   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                  Go to Question 16.4




16.3   For each such payment, would you please tell me –

                        (a) Article Purchased                (b) Was it for a Man, (c) What Type of
                                                                 a Woman, a Boy,       Shop Was It
                                                                 a Girl, or an Infant? Purchased From?   ST MP
       A
       B
       C

       D
       E

                                                      A            B             C         D         E
       (d) Cash price                           $            $             $         $         $

       (e) Did you pay any of that on           Yes          Yes           Yes       Yes       Yes
           time-payment with interest?          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                    $            $             $         $         $              MP
            (i) Each instalment                 $            $             $         $         $         00
            (j) Frequency of instalments                                                                 00
            (k) Number of instalments                                                                    00
                required
                                                                                                         00
                                                Yes          Yes           Yes       Yes       Yes
             Records consulted                                                                           00
                                                No           No            No        No        No




                        If more than 5 purchases, then continue overleaf.
                                Otherwise, go to Question 16.4 overleaf.
76                                                             NOTES

 16.3 (b)   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, interest-
            free 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’.
                                                    CLOTHING AND FOOTWEAR – continued                                                       77
                                                                                                                        Office Use Only
16.3   – continued

                        (a) Article Purchased                (b) Was it for a Man, (c) What Type of
                                                                 a Woman, a Boy,       Shop Was It
                                                                 a Girl, or an Infant? Purchased From?            ST MP
        F
       G
       H

        I
        J

                                                      F            G             H           I           J
       (d) Cash price                           $            $             $           $         $

       (e) Did you pay any of that on           Yes          Yes           Yes         Yes       Yes
           time-payment with interest?          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                    $            $             $           $         $                     MP
            (i) Each instalment                 $            $             $           $         $                00
            (j) Frequency of instalments                                                                          00
            (k) Number of instalments                                                                             00
                required
                                                                                                                  00
                                                Yes          Yes           Yes         Yes       Yes
             Records consulted                                                                                    00
                                                No           No            No          No        No



16.4   Is there anything on this card that you may have forgotten?

                          Show Card K (after finishing the question)


                                  Yes                Record details on previous page
                                                     or, if no room there, in Q16.3
                                      No             above




16.5   In the last 12 months, did any member of this household sell for $100 or more
       any item of clothing or footwear?

                                  Yes

                                  No                 Go to Question 17.1


16.6   For each item sold, would you please tell me the –


                               Item                           Type of            Amount          Month
                                                              Person             Received        Sold
                                                                                                                       MS
                                                                           $                         /       8100 00                  (–)
                                                                           $                         /       8100 00                  (–)
                                                                           $                         /       8100 00                  (–)
                                                                           $                         /       8100 00                  (–)
78                                                       NOTES

17.1    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)                  Creche fee
        Boarding fees                                      Playcentre fee
        Embroidery class                                   Golf club sub.
        Exam. fee (typing course)                          Racing club sub.
        Driving tuition                                    Orchestra sub.
        Flying tuition                                     Drama Soc. sub.
        Art class                                          Coaching (swimming)
        Music lessons                                      Social club sub.
        Speech lessons
        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   –   Creche, day nursery                               CC   –   Community college
             K   –   Kindergarten, kohanga reo                         CS   –   Correspondence school
            PC   –   Pre-school, playcentre                             T   –   Technical Correspondence Institute
            SP   –   State or integrated primary or intermediate        P   –   Polytechnic
            PP   –   Private primary or intermediate                    U   –   University (NZ)
            SS   –   State or integrated secondary                     TC   –   Occupational Training College
            PS   –   Private secondary                                 PT   –   Private tertiary
                                                                        O   –   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       No
         •   Subscriptions levied by clubs or leisure groups ...            ...
         •   Fees charged for hobby classes ...         ...       ...       ...

         •   Fees charged for tuition ...       ...     ...       ...       ...
         •   Fees charged for sports coaching...        ...       ...       ...

         •   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          ...       ...



17.2    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 –
                                                                                                  Records
                Type of Fee or Subscription            Level of         Amount      Month        Consulted
                Do not record abbreviations           Education          Paid       Paid
                                                                                                 Yes   No 8100         MP
                                                                  $                     /                    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
                                                                  $                     /



17.3   Is there anything on this card that you may have forgotten?


                      Show Card L (after finishing the question)


                             Yes              Record details in Q17.2 above

                             No
80                                                NOTES AND EDIT CHECK

 17.4         Do not include          (i) Items bought by a household member while overseas,
                                or   (ii) items purchased overseas by other persons on behalf of a household member,
              but DO INCLUDE         (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,
                               and   (b) items purchased from overseas by mail-order.




17.5 (a)      Item Bought
              Give details of each 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, interest-
              free 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      No
             •

                                                                                                 
                  Musical instruments        ...       ...        ...
             •    Educational equipment ...            ...        ...
             •    Hobby goods or hobby equipment                  ...


                                                                                                 
                                                                                                            If all answers
             •    Sports goods or sports equipment                ...                                       are No go to
                                                                                                            Q 17.6
             •    Toys or recreational equipment...
             •
             •
                  Pets or racehorses         ...
                  Office-type equipment for home use ...
                                                        ...       ...
                                                                                                                            ST MP
17.5                     (a) Item Bought or Paid For                    (b) Was It a             (c) What Type of
                                                                            Purchase, a              Shop Was It
                                                                            Repair, or a Hire?       Bought From?

        A
        B                                                                              If a
                                                                                     Repair
        C                                                                            or Hire,
                                                                                      omit
        D                                                                          (c) and (d)
        E

                                                          A                  B            C            D               E
                                                   New             New              New          New            New
       (d) Was the item bought new, or
                                                   Used            Used             Used         Used           Used
           was it second-hand?
                                                   N/A             N/A              N/A          N/A            N/A               MP
       (e) Cash price/amount paid                  $               $                $            $              $            00                  (–)
       (f)       Did you trade-in                                                                                            00                  (–)
                 anything?
                                                                                                                             00                  (–)
                 Item traded-in
                                                                                                                             00                  (–)
                 Amount received                   $                $              $             $              $
                                                                                                                             00                  (–)
                 Net price                         $                $               $            $               $

       (g) Did you pay any of that on              Yes             Yes              Yes          Yes            Yes
           time-payment with interest?             No              No               No           No             No

         If (g) is ‘No’, ask:
                 (h) Month paid                               /               /            /            /              /
                 (i) Was any of the money          Yes              Yes             Yes          Yes             Yes
                     obtained from a loan?                                                                                        MP
                                                   No               No              No           No              No
                                                                                                                             00
                 (j) IF YES: Was the loan          Yes              Yes             Yes          Yes             Yes
                     taken out in the last                                                                                   00
                                                   No               No              No           No              No
                     12 months?
                                                                                                                             00
         If (g) is ‘Yes’, ask:
                                                                                                                             00
                 (k) Month deposit paid                       /               /            /            /              /
                                                                                                                             00
                 (l) Cash deposit                  $                $               $            $               $

                 (m) Each instalment               $                $               $            $               $

                 (n) Frequency of instalments

                 (o) Number of instalments                                                                                        MP
                     required
                                                                                                                             00
                 (p) Do the instalments include    Yes              Yes             Yes          Yes             Yes
                     insurance?                                                                                              00
                                                   No               No              No           No              No
                                                                                                                             00
                 (q) IF YES: What was the full
                     insurance premium?            $                $              $             $              $            00
                                                   Yes                  Yes         Yes          Yes             Yes         00
                   Records consulted
                                                   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, interest-
            free 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              (c) What Type of
                                                                    Purchase,                  Shop Was It
                                                                a Repair, or a Hire?          Bought From?

        F
        G                                                                     If a
                                                                            Repair
        H                                                                   or Hire
                                                                             Omit
         I                                                                (c) and (d)
         J

                                                    F             G             H              I            J
                                              New          New            New           New          New
       (d) Was the item bought new, or
                                              Used         Used           Used          Used         Used
           was it second-hand?
                                              N/A          N/A            N/A           N/A          N/A             MP
       (e) Cash price/amount paid             $            $              $             $            $          00                  (–)
       (f)   Did you trade-in                                                                                   00                  (–)
             anything?
                                                                                                                00                  (–)
             Item traded-in
                                                                                                                00                  (–)
             Amount received                  $            $              $             $            $
                                                                                                                00                  (–)
             Net price                        $             $             $             $            $

       (g) Did you pay any of that on         Yes          Yes            Yes           Yes          Yes
           time-payment with interest?        No           No             No            No           No

         If (g) is ‘No’, ask:
             (h) Month paid                          /              /            /             /            /
             (i) Was any of the money         Yes          Yes            Yes           Yes          Yes
                 obtained from a loan                                                                                MP
                                              No           No             No            No           No
                                                                                                                00
             (j) IF YES: Was the loan         Yes          Yes            Yes           Yes          Yes
                 taken out in the last                                                                          00
                                              No           No             No            No           No
                 12 months?
                                                                                                                00
         If (g) is ‘Yes’, ask:
                                                                                                                00
             (k) Month deposit paid                  /              /            /             /            /
                                                                                                                00
             (l) Cash deposit                 $             $             $             $             $

             (m) Each instalment              $             $             $             $             $

             (n) Frequency of instalments

             (o) Number of instalments                                                                               MP
                 required
                                                                                                                00
             (p) Do the instalments include   Yes           Yes           Yes           Yes           Yes
                 insurance?                                                                                     00
                                              No            No            No            No            No
                                                                                                                00
             (q) IF YES: What was the full
                 insurance premium?           $             $             $             $            $          00
                                              Yes           Yes            Yes          Yes           Yes       00
               Records consulted
                                              No            No             No           No            No



17.6   Is there anything on this card that you may have forgotten?


                          Show Card M (after finishing the question)


                                  Yes              Record details on previous page or,
                                                   if no room there, in Q17.5 above
                                  No
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            Go to Question 18.1




17.8   For each of those sales, would you please tell me the –
                                                                               Records
                                                   Amount         Month       Consulted
                    Item Sold
                                                  Received        Sold
                                                                              Yes    No        MS
                                            $                        /                    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)      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.
 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 –   ANZ Banking Corp              RUR – Rural Bank                               EM –     Employer
               ASB –   ASB Bank                       TSB – Taranaki Savings Bank                   FC –     Finance Company
                BD –   Bank Direct                     TB – Trust Bank                              FO –     Former Owner
               BNZ –   Bank of New Zealand             UB – United Bank                             GD –     Other government dept
                CB –   Citibank                      WPT – WestpacTrust Banking Corp                HC –     Housing Corporation of NZ
               CYD –   Countrywide Banking           WPC – Westpac Banking Corp                      IC –    Insurance Company
               HKB –   Hong Kong Bank                SPB – Superbank                              MOR –      Mortgage Corp.
              HSBC –   Hong Kong & Shanghai            BS – Building Society                      NZHL –     New Zealand Home Loans
                       Banking Corp                  PSIS – Public Service Invest. Soc.             PS –     Private Source (eg family)
                KB –   Kiwibank                      AMP – AMP Financial Services                   ST –     Solicitor, solicitor’s trust fund
               NAB –   National Australia Bank      ERGO – ERGO                                     OS –     Other Source
               NAT –   National Bank of New Zealand    CC – Credit Card Company
                PB –   Postbank                        CU – Credit Union, lodge, friendly society
              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
                                                                                                                     8917 00 00
18.2    For each such loan, would you please tell me the –
                                                                                                                     8918 00 00
                                                 1   1
                                                                                                                     8910 00 00
                                                     2
       (a) Purpose of the loan                                                                                            00
                                                     3
                                                                                                                     8921 00 00
                                                     4
                                                                                                                     8922 00 00
                                                           1             2               3               4
                                                                                                                     8923 00 00
       (b) Who was the lender?                   2
           (See Notes)                                                                                               8924 00 00

       (c) What was the amount                   3                                                                   8925 00 00
           originally borrowed?                      $             $               $               $                 8926 00 00
                                                 4                                                                   8927 00 00
       (d) What month was it obtained?                     /             /               /               /
                                                                                                                     8928 00 00
                                                 5                                                                   8920 00 00
       (e) What was the interest rate?                         %             %               %               %
                                                                                                                          00
                                                 6 Yes         1 Yes             1 Yes           1 Yes           1
       (f) Has the loan been repaid yet?                                                                             8931 00 00
                                                     No        2 No              2 No            2 No            2
                                                                                                                     8932 00 00
       (g) If (f) is ‘No’, go to (h).                                                                                8933 00 00
           Otherwise ask:
             What was the total amount repaid,
                                                                                                                     8934 00 00
             including interest?                     $             $               $               $                 8935 00 00
        Go to (n) unless total amount repaid is not known, in which case ask (h) – (m).                              8936 00 00
                                                 7 Yes         1 Yes             1 Yes           1 Yes           1   8937 00 00
       (h) Does the loan have a definite
           term?                                     No        2 No              2 No            2 No            2   8938 00 00
       (i) If (h) is ‘No’, go to (j).                                                                                8930 00 00
           Otherwise ask:
                                                                                                                          00
             What was the term?                  8         mths          mths            mths            mths
                                                                                                                     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                       /             /               /               /
                                                                                                                     8944 00 00
       (m) Principal outstanding                                                                                     8945 00 00
           (if readily available)                    $             $               $              $
                                                     Yes           Yes             Yes             Yes
                                                                                                                     8946 00 00
       (n)    Records consulted
                                                     No            No              No              No                8947 00 00
                                                 0   1                                                               8948 00 00
                                                     2                                                               8940 00 00
       (o)      Type of loan
                                                     3                                                                    00

                                                     4


                                 If more than 4 loans, then continue overleaf.
                                       Otherwise, go to Question 19.1.
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 –   ANZ Banking Corp              RUR – Rural Bank                               EM –      Employer
             ASB –   ASB Bank                       TSB – Taranaki Savings Bank                   FC –      Finance Company
              BD –   Bank Direct                     TB – Trust Bank                              FO –      Former Owner
             BNZ –   Bank of New Zealand             UB – United Bank                             GD –      Other government dept
              CB –   Citibank                      WPT – WestpacTrust Banking Corp                HC –      Housing Corporation of NZ
             CYD –   Countrywide Banking           WPC – Westpac Banking Corp                      IC –     Insurance Company
             HKB –   Hong Kong Bank                SPB – Superbank                              MOR –       Mortgage Corp.
            HSBC –   Hong Kong & Shanghai            BS – Building Society                      NZHL –      New Zealand Home Loans
                     Banking Corp                  PSIS – Public Service Invest. Soc.             PS –      Private Source (eg family)
              KB –   Kiwibank                      AMP – AMP Financial Services                   ST –      Solicitor, solicitor’s trust fund
             NAB –   National Australia Bank      ERGO – ERGO                                     OS –      Other Source
             NAT –   National Bank of New Zealand    CC – Credit Card Company
              PB –   Postbank                        CU – Credit Union, lodge, friendly society
            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
                                                                                                                     8951 00 00
                                                 1   5
                                                                                                                     8952 00 00
                                                     6
       (a) Purpose of the loan                                                                                       8953 00 00
                                                     7
                                                                                                                     8954 00 00
                                                     8
                                                                                                                     8955 00 00
                                                           5             6               7               8
                                                                                                                     8956 00 00
       (b) Who was the lender?                   2
           (See Notes)                                                                                               8957 00 00

                                                 3
                                                                                                                     8958 00 00
       (c) What was the amount
           originally borrowed?                      $             $               $               $                 8950 00 00
                                                 4                                                                       00
       (d) What month was it obtained?                     /             /               /               /
                                                                                                                     8961 00 00
                                                 5                                                                   8962 00 00
       (e) What was the interest rate?                         %             %               %               %
                                                                                                                     8963 00 00
                                                 6 Yes         1 Yes             1 Yes           1 Yes           1
       (f) Has the loan been repaid yet?                                                                             8964 00 00
                                                     No        2   No            2 No            2 No            2   8965 00 00
       (g) If (f) is ‘No’, go to (h).                                                                                8966 00 00
           Otherwise ask:
                                                                                                                     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).                              8960 00 00
                                                 7 Yes         1 Yes             1 Yes           1 Yes           1       00
       (h) Does the loan have a definite
           term?                                     No        2   No            2 No            2 No            2   8971 00 00
       (i) If (h) is ‘No’, go to (j).                                                                                8972 00 00
           Otherwise ask:
                                                                                                                     8973 00 00
             What was the term?                  8         mths          mths            mths            mths
                                                                                                                     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                       /             /               /               /           8977 00 00
       (m) Principal outstanding                                                                                     8978 00 00
           (if readily available)                    $             $              $               $
                                                                                                                     8970 00 00
                                                     Yes           Yes             Yes             Yes
       (n)    Records consulted
                                                     No            No              No              No                    00
                                                 0   5                                                               8981 00 00
                                                     6                                                               8982 00 00
       (o)      Type of loan
                                                     7                                                               8983 00 00

                                                     8                                                               8984 00 00
                                                                                                                     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.
19.4         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.




19.5         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
        or petrol station?                                         Yes
        Do not include accounts that are only used for business.   No



                                                                                Yes
19.2    A credit card?
        Do not include cards that are only used for business.                   No



                                                                                Yes
19.3    A cheque account?
        Do not include accounts that are only used for business.                No




19.4    A savings or budget account, which does not have a
                                                                                Yes
        cheque book?
        Do not include accounts that are only used for business.                No




19.5     If you have ticked ‘Yes’ to any of the questions above continue, otherwise go to
         20.1                                                                                                                        ST MP
                                                                                                                          8351            00
        I would like to find out about charges, including interest charged and charges on
        automatic payments, as recorded on statements.                                                                               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                                         00 00
         don’t have statements, ask the respondent(s) to get their pass book(s).
                                                                                                                                     00
         Ask 19.6 if there are any store accounts with charges (‘Yes’ to 19.1)                                            8352            00

19.6    Can you look at the store charge account(s) and give me the following details                                                00 00
                                                                                                                                     00 00
                                                      1                          2                        3
                                                                                                                                     00 00
 (a)             Type of business where
                      account is kept eg                                                                                             00
                       department store
                                                                                                                          8353            00
 (b)         Period covered eg 1 month,
                               4 weeks                                                                                               00 00
 (c)                     Interest charged   $                         $                         $                                    00 00
 (d)                     Account/Service                                                                                             00 00
                      charge/Booking fee    $                         $                          $
                                                                                                                                     00

 (e)             Other charges - specify:   ................................................................................. 8354        00
                                            $                           $                            $
                                                                                                                                     00 00
                                             Yes                       Yes                       Yes
  (f)          Records consulted                                                                                                     00 00
                                             No                        No                        No
                                                                                                                                     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.
              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.
        (b)   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

         Ask 19.7 if there are any credit cards (‘Yes’ to 19.2)                                                                         Office Use Only

19.7    Can you look at the credit card statement(s) and give me the following details.


                                                                1                       2                       3
 (a)    Type of card eg Visa, Bankcard,                                                                                        8030 00 00
        American Express
                                                                                                                               8031 00 00
                                                                                                                               8032 00 00
 (b)                            Opening date                /       /               /        /              /        /
                                                                                                                                   00 00
 (c)                             Closing date               /       /               /        /              /        /
                                                                                                                                   00 00
 (d)                 Membership account/
                                          $                     .       c     $         .        c    $         .        c         00 00
                        subscription fees
                                                                                                                                   00
 (e)                        Interest charged $                  .       c    $          .        c    $         .     c
                                                                                                                               8040 00 00
                                                     $          .       c    $          .        c    $         .     c
                                                                                                                               8041 00 00
  (f)             Other charges - specify: ................................................................................. 8042 00 00
                                           $                           $                            $
                                                                                                                                  00 00
                                                      Yes                     Yes                     Yes
 (g)          Records consulted                                                                                                    00 00
                                                      No                      No                      No
                                                                                                                                   00 00
                                                                                                                                   00
                                                                                                                               8050 00 00
                                                                4                       5                       6              8051 00 00
 (a)    Type of card eg Visa, Bankcard,                                                                                        8052 00 00
        American Express
                                                                                                                                   00 00
                                                                                                                                   00 00
 (b)                            Opening date                /       /               /        /              /        /
                                                                                                                                   00 00
 (c)                             Closing date               /       /               /        /              /        /
                                                                                                                                   00
 (d)                 Membership account/
                                          $                     .       c     $         .        c    $         .        c     8060 00 00
                        subscription fees
                                                                                                                               8061 00 00
 (e)                        Interest charged $                  .       c    $          .        c    $         .     c
                                                                                                                               8062 00 00
                                                     $          .       c    $          .        c    $         .     c
                                                                                                                                   00 00
  (f)             Other charges - specify: .................................................................................       00 00
                                           $            .       c      $           .       c        $          .      c
                                                                                                                                   00 00
                                                      Yes                     Yes                     Yes
 (g)          Records consulted                                                                                                    00
                                                      No                      No                      No
                                                                                                                               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 –   ANZ Banking Corp              RUR – Rural Bank                              EM –          Employer
               ASB –   ASB Bank                      TSB – Taranaki Savings Bank                   FC –          Finance Company
                BD –   Bank Direct                    TB – Trust Bank                              FO –          Former Owner
               BNZ –   Bank of New Zealand            UB – United Bank                             GD –          Other government dept
                CB –   Citibank                      WPT – WestpacTrust Banking Corp               HC –          Housing Corporation of NZ
               CYD –   Countrywide Banking           WPC – Westpac Banking Corp                     IC –         Insurance Company
               HKB –   Hong Kong Bank                SPB – Superbank                             MOR –           Mortgage Corp.
              HSBC –   Hong Kong & Shanghai           BS – Building Society                      NZHL –          New Zealand Home Loans
                       Banking Corp                  PSIS – Public Service Invest. Soc.            PS –          Private Source (eg family)
                KB –   Kiwibank                      AMP – AMP Financial Services                  ST –          Solicitor, solicitor’s trust fund
               NAB –   National Australia Bank      ERGO – ERGO                                    OS –          Other Source
               NAT –   National Bank of New Zealand   CC – Credit Card Company
                PB –   Postbank                       CU – Credit Union, lodge, friendly society
                                                            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                     3           8140 00 00
 (a)         Bank where account is kept                                                                              8141 00 00
                                                                                                                     8142 00 00
 (b)       Closing date of last statement               /        /             /       /             /       /
                                                                                                                              00 00
 (c)       Closing date of this statement               /        /             /       /             /       /
                                                                                                                              00 00
 (d)                 Number of automatic
                                                                                                                              00 00
                    payments charged for
                                                                                                                              00
 (e)                      Interest charged $                .        c   $         .       c   $         .       c
                 (dr interest/O/D interest)                                                                          8150 00 00
                                                                                                                     8151 00 00
 (f)                   Line of credit fee/
                Service commitment fee            $         .        c   $         .       c   $         .       c   8152 00 00
                   (for overdraft facility)
                                                                                                                              00 00
                       Bank fee/Base fee/ $                 .        c   $         .       c   $         .       c
                                                                                                                              00 00
 (g)         Activity charge/Account fee/ $                 .        c   $         .       c   $         .       c
                          Transaction fee $                 .        c   $         .       c   $         .       c            00 00

 (h)            Government cheque duty $                     .       c   $         .       c    $        .       c            00
                                                                                                                             8160 00 00
  (i)             Other charges - specify: .................................................................................
                                           $                           $                            $                        8161 00 00

                                            Yes                         Yes                         Yes                      8162 00 00
  (j)         Records consulted
                                                   No                     No                    No                            00 00
                                                                                                                              00 00
                                                                                                                              00 00
                                                                                                                              00
                                                            4                      5                     6           8170 00 00
 (a)         Bank where account is kept                                                                              8171 00 00

 (b)       Closing date of last statement               /        /             /       /             /       /       8172 00 00
                                                                                                                              00 00
 (c)       Closing date of this statement               /        /             /       /             /       /
                                                                                                                              00 00
 (d)                 Number of automatic
                    payments charged for                                                                                      00 00
                                                                                                                              00
 (e)                      Interest charged $                .        c   $         .       c   $         .       c
                 (dr interest/O/D interest)                                                                          8180 00 00

 (f)                   Line of credit fee/                                                                           8181 00 00
                Service commitment fee            $         .        c   $         .       c   $         .       c   8182 00 00
                   (for overdraft facility)
                                                                                                                              00 00
                       Bank fee/Base fee/ $                 .        c   $         .       c   $         .       c
                                                                                                                              00 00
 (g)         Activity charge/Account fee/ $                 .        c   $         .       c   $         .       c
                          Transaction fee $                 .        c   $         .       c   $         .       c            00 00

 (h)            Government cheque duty $                     .       c   $         .       c    $        .       c            00

                                                                                                                             8190 00 00
  (i)             Other charges - specify: .................................................................................
                                           $                           $                            $                        8191 00 00

                                                   Yes                    Yes                   Yes                  8192 00 00
  (j)         Records consulted
                                                   No                     No                    No                            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)   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’
       (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.
       (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 –   ANZ Banking Corp              RUR – Rural Bank                              EM –         Employer
              ASB –   ASB Bank                      TSB – Taranaki Savings Bank                   FC –         Finance Company
               BD –   Bank Direct                    TB – Trust Bank                              FO –         Former Owner
              BNZ –   Bank of New Zealand            UB – United Bank                             GD –         Other government dept
               CB –   Citibank                      WPT – WestpacTrust Banking Corp               HC –         Housing Corporation of NZ
              CYD –   Countrywide Banking           WPC – Westpac Banking Corp                     IC –        Insurance Company
              HKB –   Hong Kong Bank                SPB – Superbank                             MOR –          Mortgage Corp.
             HSBC –   Hong Kong & Shanghai           BS – Building Society                      NZHL –         New Zealand Home Loans
                      Banking Corp                  PSIS – Public Service Invest. Soc.            PS –         Private Source (eg family)
               KB –   Kiwibank                      AMP – AMP Financial Services                  ST –         Solicitor, solicitor’s trust fund
              NAB –   National Australia Bank      ERGO – ERGO                                    OS –         Other Source
              NAT –   National Bank of New Zealand   CC – Credit Card Company
               PB –   Postbank                       CU – Credit Union, lodge, friendly society
                                                              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                                                                                           00 00

 (b)       Closing date of last statement                 /        /               /        /             /         /             00 00
                                                                                                                                  00 00
 (c)       Closing date of this statement                 /        /               /        /             /         /
                                                                                                                                  00
 (d)                Number of automatic
                   payments charged for                                                                                       8640 00 00
                                                                                                                              8641 00 00
 (e)                      Interest charged $                   .       c    $          .        c    $        .         c
                 (dr interest/O/D interest)                                                                                   8642 00 00
                                                                                                                                  00 00
 (f)                   Line of credit fee/
                Service commitment fee              $          .       c    $          .        c    $        .         c         00 00
                   (for overdraft facility)
                                                                                                                                  00 00
                       Bank fee/Base fee/ $                    .       c     $         .        c    $        .         c         00
 (g)         Activity charge/Account fee/ $                    .       c     $         .        c    $        .         c
                          Transaction fee $                    .       c     $         .        c    $        .         c     8650 00 00
                                                                                                                            8651 00 00
 (h)             Other charges - specify: .................................................................................
                                          $                           $                            $                        8652 00 00
                                                     Yes                     Yes                     Yes                          00 00
  (i)         Records consulted
                                                     No                      No                      No                           00 00
                                                                                                                                  00 00

                                                              4                                                                   00
                                                                                       5                      6
                                                                                                                              8660 00 00
 (a)         Bank where account is kept
                                                                                                                              8661 00 00
 (b)       Closing date of last statement                 /        /              /        /              /         /
                                                                                                                              8662 00 00
 (c)       Closing date of this statement                 /        /              /        /              /         /             00 00
 (d)                Number of automatic                                                                                           00 00
                   payments charged for
                                                                                                                                  00 00
 (e)                     Interest charged $                    .       c    $          .        c    $        .         c         00
                (dr interest/O/D interest)
                                                                                                                              8670 00 00
 (f)                   Line of credit fee/                                                                                    8671 00 00
                Service commitment fee              $          .       c    $          .        c    $        .         c
                   (for overdraft facility)                                                                                   8672 00 00
                                                                                                                                  00 00
                       Bank fee/Base fee/ $                    .       c    $          .        c    $        .         c
 (g)         Activity charge/Account fee/ $                    .       c    $          .        c    $        .         c         00 00
                          Transaction fee $                    .       c    $          .        c    $        .         c
                                                                                                                                  00 00
 (h)             Other charges - specify: .................................................................................       00
                                          $                           $                            $
                                                                                                                              8680 00 00
                                                     Yes                     Yes                     Yes
  (i)         Records consulted                                                                                               8681 00 00
                                                     No                      No                      No
                                                                                                                              8682 00 00
                                                                                                                                  00 00
                                                                                                                                  00 00
                                                                                                                                  00 00
                                                                                                                                  00
98                                                       NOTES

20.1    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               – for an endowment policy
        Life                    – for a whole-of-life policy
        Term                    – for term insurance (cover for death within a specific number of years)
        Job Super               – for a job-related or employer-related superannuation scheme
        General Super           – for a superannuation scheme not job specific or employer-related
        Mutual Fund             – for a superannuation-type scheme known as a mutual fund
        Life and Super          – 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

                        No               Go to Question 20.3


20.2   Would you please give me the following details about each person’s contribution –
                                                Person          Latest                Records
                 Type of Scheme                                             Period   Consulted
                                                 Who           Amount
                                                                           Covered
                                                 Paid            Paid                Yes   No    PER
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00
                                                         $                                             00


20.3   Do any of you currently contribute to any of these schemes?

                              Show Card O (after finishing the question)

                        Yes

                        No               Go to Question 21.1




20.4   Would you please give me the following details for each scheme that you
       contribute to –
                      Type of Scheme                            Latest                Records
                                                                            Period   Consulted
             (If scheme is of more than one type,              Amount
                                                                           Covered
             record both types on the same line)                 Paid                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                                                      NOTES

 21.1   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     No
          •   visits to a doctor, dentist, or optician?   ...     ...      ...
          •   hospital, nursing home, or convalescent-home services?

          •   any other medical or health service?        ...     ...      ...



21.2   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 –

                                                                                             Records
                        Type of Service                         Amount            Month     Consulted
                                                                 Paid             Paid
                                                                                             Yes   No        MP
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00
                                                           $                         /                  00


21.3   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               Go to Question 22.1



21.5   Would you please give me the following details for each such refund –
                                                                                             Records
                        Type of Service                         Amount            Month     Consulted
                                                                Received         Received
                                                                                             Yes   No        MR
                                                           $                         /                  00                      (–)
                                                           $                         /                  00                      (–)
                                                           $                         /                  00                      (–)
                                                           $                         /                  00                      (–)
                                                           $                         /                  00                      (–)
102                                                          NOTES




 22.2   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.
                                                            DINNER AND DRINKS                                          103
                                                                                                     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               Go to Question 22.3




22.2   For each such payment, would you please tell me the –

                                                                                      Records
                    Type of Eating Place                      Amount         Month   Consulted
                                                               Paid          Paid
                                                                                      Yes   No   ST MP
                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /



22.3   In the last 12 months, did any of you buy –

                                                                              Yes    No
         •   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?...       ...




22.4   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 –

                                                                                      Records
        Type of
                            What Kind of Outlet               Amount         Month   Consulted
         Drink
                            Was it Bought From?                Paid          Paid
        Bought                                                                        Yes   No   ST MP
                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /

                                                        $                       /
104                                                   NOTES

23.1    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’.
                                                         MISCELLANEOUS PAYMENTS                                          105
                                                                                                       Office Use Only
23.1   Do any of you pay union dues, professional society subscriptions, or professional
       licence fees?

                          Yes

                          No               Go to Question 23.3




23.2   For each such payment, would you please tell me the –

                                                                  Latest                Records
        Person                                                                Period   Consulted
                                Nature of Payment                Amount
         No.                                                                 Covered
                                                                   Paid                Yes   No

                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00
                                                           $                                       00 00




23.3   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               Go to Question 23.5




23.4   For each such purchase, would you please tell me the –

                                     If an Item, ask:                                   Records
        Item or Service                                          Amount      Month     Consulted
                                 What Type of Shop Was
           Paid For                                               Paid       Paid
                                 The Item Bought From?                                 Yes   No    ST MP
                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /

                                                           $                     /


23.5   Is there anything on this card that you may have forgotten?

                                Show Card Q (after finishing the question)


                          Yes              Record details in Q23.4 above

                          No
106                                          NOTES
                              GENERAL NOTES FOR 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 86-
           97).


      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.
                                             SALES, REFUNDS AND REIMBURSEMENTS                                                           107
                                                                                                                 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              Go to Question 24.3

24.2   For each item sold, would you please tell me the –


                               Item Sold                                   Amount            Month
                                                                           Received          Sold
                                                                                                                MS
                                                                     $                            /        00                      (–)
                                                                     $                            /        00                      (–)

24.3   In the last 12 months, did you receive any money or vouchers by way of refunds
       from insurance claims.

                             Yes

                             No              Go to Question 24.5


24.4   For each claim paid, would you please tell me the –
                                                                                             Records
                 Type of Policy Claimed Against                 Amount          Month       Consulted
       (eg Motor Vehicle; Houseowner’s; Personal Effects)       Received       Received
                                                                                            Yes       No        MR
                                                            $                         /                    00                            (–)
                                                            $                         /                    00                            (–)


24.5   In the last 12 months, did you receive any refunds of money, other than for
       medical, dental or optical expenses?

                             Yes

                              No              Go to Question 24.7


24.6   For each claim paid, would you please tell me the –
                                                                                             Records
                                                                Amount         Month        Consulted
               Nature of the Expenses Refunded
                                                                Received      Received
                                                                                            Yes       No        MR
                                                            $                         /                    00                            (–)
                                                            $                         /                    00                            (–)


24.7   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 –
                                                                                             Records
                                                              Amount             Month
                   Nature of the Expenses                                                   Consulted
                                                             Received          Received
                Charged/Refunded/Reimbursed
                                                            or Charged        or Charged    Yes       No

                                                            $                         /
                                                            $                         /

                                                            $                         /

                                              End of Questionnaire
108                                                   CONTENTS
                                                        NOTES

             Page               Tick or Incomplete                                   Section



                           3                         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

				
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