Household income and housing cost statistics – HES (Income)

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Abstract

Household income and housing cost statistics is collected through the Household economic survey (HES). HES is an annual survey that collects a comprehensive range of statistics relating to household income and expenditure, and demographic information on households and individuals in New Zealand. The survey provides indicators on how personal and household income, housing costs, and living standards have changed over time.

The survey runs every year, from 1 July to 30 June of the following year. It covers people aged 15 years and over (15+) who usually live in New Zealand permanent private dwellings.

There are three versions of HES.

  • HES (Income)
  • HES (Expenditure)
  • HES (Savings)

HES (Income) is the primary content and is conducted every year, but combined with HES (Expenditure) and HES (Savings) alternately in the two years in between the standalone HES (Income) year. HES (Income) provides statistics on household and personal income, housing costs, household and person demographics, and material well-being. Information on housing costs includes expenditure on mortgages, rents, rates, and building-related insurance. In HES (Expenditure), the survey also collects data on detailed expenditure by New Zealand households. In HES (Savings), the survey also collects data on what households own and owe to others.

Purpose

The three main objectives of HES (Income) are to:

  • measure patterns of inequality in household income – used for policy-making decisions
  • measure people’s life satisfaction, housing conditions, and financial stress
  • provide an indication of the overall living standards of New Zealanders.

HES (Income) has a sample size of approximately 5,000 private permanent households.

Households selected for the survey are sampled from rural and urban areas throughout New Zealand on a statistically representative basis. We obtain information for each household member who is 15+.

Citation Information

Title

Household income and housing cost statistics – HES (Income)

Alternate Title

HES, HES (Income)

Date

19/10/2017 12:00:00 a.m.

Coverage Information

Temporal Coverage

  • 1973 to present

Topical Coverage

  • Household
  • Income
  • Housing costs
  • Living standards

Significant events impacting this study series

HES is subject to revision on a regular basis due to changes to income-related information requirements, or when supplementary questions are added to or deleted from HES.

This results in possible changes to the definitions of items of information collected in the survey; changes to item codes and coding instructions; the addition or deletion of items from the survey; changes to descriptions of items in the survey, as well as changes to specific questions.

The survey began in July 1973 and operated on a July to June year until 30 June 1975. It then changed to an April to March survey year for the year ended March 1976, and ran annually on a March year until 1998. It then became a three-yearly survey, and moved back to a July–June year.

The survey was renamed the Household Economic Survey during 1993/94, from the Household Expenditure and Income Survey (HEIS) between 1983/84 and 1992/93, and the Household Survey before that.

In the three survey years ending March 1995, March 1996, and March 1997, we asked a series of questions on health status and the use of various health-related services in a health supplement. We asked them of everyone in the survey then introduced the questions into a revised HES as part of a plan to develop a household statistics collection strategy.

One component of this strategy was to develop the capacity to include supplements in HES. For 2000/01, we included an internet questionnaire as a supplement. It asked people to record any purchases they had made over the internet in the past year.

2000/01 was the first year of a new three-yearly cycle. We also introduced integrated weighting that year. This new method was successfully adopted and applied to back years.

Between the 2003/04 and 2006/07 periods, HES underwent significant redevelopment, with major changes to the collection methodology and classifications used.

  • Until the 2006/07 survey, HES was interviewer-administered using paper questionnaires. HES now uses computer-assisted interviewing (CAI) to collect and store the data, with interviewers using laptop computers to administer most of the survey. The expenditure diary continues to be completed on paper by respondents, and this data is manually entered at Stats NZ.
  • We developed a new expenditure classification to meet the need for a common household consumption classification – to better align with the consumers price index, national accounts, and international standards. Consequently, there is a break in the expenditure time series, and 2006/07 expenditure data is not directly comparable with previous years. The income time series is relatively unaffected.
  • We included the Economic Living Standard Index (ELSI) (short-form version) questionnaire in HES for the first time in the 2006/07 survey.

Other changes we’ve made:

  • developed a new storetype classification
  • moved towards using standard classifications in other areas of the survey
  • updates for real-world changes (benefit titles, names of banks, other name changes).

With the full HES being run only every three years we acknowledged that an information gap existed in the frequency of measuring household income and housing costs over time. As a result, we decided (as part of the Programme of Official Social Statistics) to run a shortened version, called HES (Income), in the years between the full HES, focusing on only three areas of the full HES: household and personal income, expenditure on housing costs, and living standards.

The components collected in HES (Income) are used in calculating household disposable (after tax) income, a measure that monitors standard of living over time. HES (Income) was first conducted in the year ended June 2008.

Frequency

4) Annual

Main users of the data

The Treasury and Ministry of Social Development

Usage and limitations of the data

Revision Information

Currently viewing revision 224 by on 1/11/2017 4:06:29 a.m.

Revision 224 *
2/11/2017 4:36:54 a.m.
Revision 216
17/10/2017 11:23:49 p.m.

Identifiers

DDI Agency
nz.govt.stats
DDI Id
27d850c1-939c-4e93-b61c-a1b5196b7f27
DDI Version
224

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