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Differences between the full HES and HES (Income)

Differences between the full HES and HES (Income)

The Household Economic Survey (Income) is a shortened version of the full three-yearly Household Economic Survey (HES). The shorter survey runs in the two years between the full HES to collect data on household and personal income, living standards, and housing cost expenditure.

This page outlines the main differences between the Household Economic Survey (HES), which runs every three years, and HES (Income), which runs in each of the two years between the full HES.

Housing costs

Not all types of household expenditure are collected in HES (Income). Consequently, no fortnightly diary-keeping is required, and a reduced expenditure questionnaire is used.

To allow HES (Income) to be compared with the full HES (which includes diary-keeping and an extended expenditure questionnaire), the full HES expenditure data used in the HES (Income) information release is adjusted – to remove any housing cost expenditure not captured in HES (Income). This part of the expenditure data was less than 2 percent of the total aggregate housing cost expenditure for the full HES in both 2006/07 and 2010/11, so the adjustments made for this are relatively small.

However, the different structures of the expenditure questionnaire between HES (Income) and the full HES affect comparability of the mortgages and loans information between the two forms of the survey. For this reason, mortgages and loans, and total housing costs, from the 2010/11 HES (Income) are only compared with previous HES (Income) years.

Expenditure classification

The New Zealand Household Expenditure Classification (NZHEC) is used to classify expenditure for HES (Income). NZHEC is based on the internationally recognised Classification of Individual Consumption According to Purpose, but has slight modifications to better match household spending patterns in New Zealand. See Household Economic Survey classifications for the full NZHEC.

Since HES (Income) only captures part of the housing cost expenditure that the full HES does, a subset of the full NZHEC is used for HES (Income). In the information releases, the NZHEC codes that apply are grouped into these housing cost type categories.

Property and ground rent 

04.1.01.1.0.01 Ground rent, easements

  • 04.1.01.1.0.02 Rent paid for primary property
  • 04.1.01.1.0.03 Rent paid for other properties

Other payments connected with renting

  • 04.1.02.0.0.01 Bond payments to landlords and other bodies
  • 04.1.02.0.0.02 Administration fees and charges connected with renting
  • 04.1.02.0.0.99 Payments connected with renting not elsewhere classified

Mortgage principal repayments

  • 04.2.01.2.0.01 Mortgage principal repayment on 1st mortgage for primary property
  • 04.2.01.2.0.02 Mortgage principal repayment on other mortgages for primary property
  • 04.2.01.2.0.03 Mortgage principal repayment on 1st mortgage for other properties
  • 04.2.01.2.0.04 Mortgage principal repayment on other mortgages for other properties

Mortgage interest payments

  • 13.1.01.0.1.01 Interest payments on 1st mortgage (excluding revolving credit) for primary property
  • 13.1.01.0.1.02 Interest payments on other mortgages (excluding revolving credit) for primary property
  • 13.1.01.0.1.03 Interest payments on 1st mortgage (excluding revolving credit) for other properties
  • 13.1.01.0.1.04 Interest payments on other mortgages (excluding revolving credit) for other properties 
  • 13.1.01.0.2.01 Interest payments on 1st revolving credit mortgage for primary property
  • 13.1.01.0.2.02 Interest payments on other revolving credit mortgages for primary property
  • 13.1.01.0.2.03 Interest payments on 1st revolving credit mortgages for other properties
  • 13.1.01.0.2.04 Interest payments on other revolving credit mortgages for other properties

Application and service fees for mortgages

  • 11.5.01.0.1.01 Application fees for mortgages
  • 11.5.01.0.1.02 Service fees for mortgages

Property rates

  • 04.4.01.0.0.00 Water rates and charges
  • 04.4.03.1.0.01 Local authority property rates for primary property
  • 04.4.03.1.0.02 Regional authority property rates for primary property
  • 04.4.03.1.0.03 Local authority property rates for other properties
  • 04.4.03.1.0.04 Regional authority property rates for other properties
  • 04.4.03.1.0.05 Combined local and regional authority property rates for primary property
  • 04.4.03.1.0.06 Combined local and regional authority property rates for other properties
  • 04.4.03.1.0.07 Payments to river boards
  • 04.4.03.1.0.08 Payments to harbour boards
  • 04.4.03.1.0.09 Payments to pest destruction boards
  • 04.4.03.2.0.99 Other payments to local authorities not elsewhere classified

Building related insurance

  • 11.4.02.0.0.00 Insurance on buildings
  • 11.4.06.0.0.01 Insurance on buildings and house contents
  • 11.4.06.0.0.03 Combined insurance on buildings, house contents and vehicles 
  • 11.4.06.0.0.04 Combined insurance on buildings, house contents, vehicles and life
  • 11.4.06.0.0.99 Other combinations of insurance not elsewhere classified

Other housing costs

  • 04.6.00.0.0.01 Body corporate payments
  • 04.6.00.0.0.02 Combinations of rates, mortgage, insurance and maintenance payments
  • 04.6.00.0.0.99 Other housing

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