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Annual international investment survey

Survey at a glance

Purpose Collect information on New Zealand's investment overseas and foreign investment in New Zealand
Population Approximately 4,000
Sample Approximately 1,000
Frequency Annually
Results Balance of Payments and International Investment Position statistics

About the survey

What is the purpose of the Annual International Investment Survey?

The data measures New Zealand's investment overseas (international assets) and foreign investment in New Zealand (international liabilities). The results contribute to the measurement of International Investment Position. This is New Zealand's balance sheet with the rest of the world (financial assets and liabilities), and includes reporting on New Zealand's overseas debt. The data collected in the annual survey accounts for approximately 5 percent of New Zealand's international assets and liabilities. Data measuring 95 percent of New Zealand's international assets and liabilities is collected each quarter in the Quarterly International Investment Survey (QIIS). The selection of businesses in the QIIS are updated each year from the results of the Annual International Investment Survey (AIIS).

Who is included in this survey?

The survey selects, from the entire population of businesses located in New Zealand, those that are wholly or partly foreign owned, including New Zealand branches of overseas businesses; those New Zealand businesses that have ownership interests in businesses located overseas, including branches; and those New Zealand businesses that have financial asset and liability positions with overseas residents. The population size for this survey is approximately 4,000 and the sample for this survey is approximately 1,000.

How are businesses selected to be in the survey?

Each third year, the survey operates as a census of all the identified eligible enterprises; in the intervening two years, the survey operates as a sample of approximately 25 percent of the total population.

Businesses which have a New Zealand parent enterprise already surveyed in the Quarterly International Investment Survey will be excluded from the Annual survey, provided the parent can report for the New Zealand group.

What is this information used for?

The international investment position statistics are used:

  • domestically, by those engaged in financial market operation, policy development and provising advice and analysis, including New Zealand government agencies, especially the New Zealand Treasury and the Reserve Bank of New Zealand
  • internationally, by major credit rating agencies in their assessments of New Zealand, and by the International Monetary Fund (IMF) in its economic monitoring and assessment role.

What is the International Investment Position?

The International Investment Position is New Zealand's balance sheet with the rest of the world at the end of each quarter, and includes reporting on New Zealand's overseas debt.

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About giving data

If our business is included in the survey, who should complete the survey?

Accountant.

How often does this survey take place?

This survey takes place annually.

What if the required data is not available?

The survey asks for data as at 31 March each year. If audited accounts are not available in the surveys timeframe, then unaudited accounts can be used. For example, if accounts are prepared for December rather than March years, then the December accounts can be used.

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About your obligations

Why should I provide the information to Statistics New Zealand?

Under the Statistics Act 1975 you must provide the information requested by Statistics New Zealand. It is also important that information from all of the businesses surveyed is accurately represented in the statistical results.

Will I be paid for providing information to Statistics New Zealand?

Providing information to Statistics New Zealand is a statutory obligation. There is no provision in the Statistics Act 1975 for people to be paid for providing information. Where possible, we request information in a way that is easily obtainable from business records. We also recognise that completing survey questionnaires can be time consuming. For some surveys, we provide survey respondents with information that can be useful for your business planning purposes. Also, survey results are available free of charge on the Statistics New Zealand website.

Will my information be shared with other government agencies?

The Statistics Act 1975 states that:

  • all information collected under the Act must be used only for statistical purposes
  • no information is released by Statistics New Zealand in a form that could enable the person or undertaking to whom it relates to be identified.

Consequently, Statistics New Zealand does not share your information with other government agencies. Other government agencies can provide their information to Statistics New Zealand, but only for statistical purposes. Statistics New Zealand sometimes undertakes a statistical survey jointly with another government department or government agency. In all cases, respondents are informed that it is a joint collection. You may object to information being passed to the other party by writing to Statistics New Zealand. Where this right is exercised, Statistics New Zealand withholds the information from the other party.

Do I have to complete this questionnaire?

Businesses selected for any Statistics New Zealand survey must provide the information requested. This is a legal requirement under the Statistics Act 1975.

We appreciate that it can be difficult and time consuming to complete survey forms. If you would prefer to provide information by fax or by email, please phone our Survey Help Desk on 0800 809 464 to discuss these options.

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About using information

Are results from the Annual International Investment Survey available?

Yes, free standard results are available each quarter. Use this link for information on the Balance of Payments and International Investment Position statistics and this link for key results from other Statistics New Zealand surveys. Is statistical information available?

Many statistics are available to you and your business as it is 'public good' information. This means that you can access this information free of charge, from this website, or by contacting our Customer Services staff via email info@stats.govt.nz, or by phone at your nearest Statistics New Zealand office. Our newsletters also contain information which you may find useful. The information available could assist you in business planning and for monitoring business performance.

Does Statistics New Zealand have information useful for my business?

We can provide information that could help your business. For instance we have information that can help in:

  • Assessing future population trends
  • economic monitoring
  • target marketing
  • profiling an area
  • estimating your market share
  • assessing consumer spending patterns
  • benchmarking your business.

Further explanation can be found in Business Helper, a web-based guide for business users. We can also provide statistics that enable a comparison of the results of your business with industry results. Contact our Information Centre for more information on Business Helper or on business profiling, please phone toll free 0508 525 525, or send an email to info@stats.govt.nz.

Who should I contact for further information about this survey?
Contact Salendra Kumar, Sharon Snelgrove or Peter Roche via email surveys@stats.govt.nz or by phone 0800 809 464.

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