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Information about the Survey of Family, Income and Employment (SoFIE)

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Availability

Valid From: ..
To: .. Ongoing
Frequency: ..



Design
Purpose: The Survey of Family, Income and Employment (SoFIE) is a single fixed panel longitudinal survey with an expected maximum duration of eight years. It will collect information once a year from the same individuals on income levels, sources and changes; and on the major influences on income such as employment and education experiences, household and family status and changes, demographic factors and health status. Every two years it will also collect information on assets and liabilities to monitor net worth and savings.

The longitudinal objectives of the SoFIE are to:
  • identify the pattern of income level experience over time for individuals and their families
  • measure significant shifts in income levels for individuals and their families and explore the relationship of these shifts to labour market activity, receipt of government income support and family status
  • determine patterns over time of labour market activity, participation in education and training, and receipt of government income support
  • identify transitions between spells of labour market activity, education and training participation and receipt of government income support, and examine the factors that influence transitions from one status to another.
  • determine patterns of saving for retirement and relate these to income dynamics and life cycle stages
  • determine patterns of change in family status.


The cross-sectional objectives of the SoFIE, are of lesser priority and concern the measurement and estimation of distributions and relationships at points in time for:
  • individual, family and household income
  • family and household composition
  • labour market activity
  • assets and liabilities


General Information ..Target Population
The usually resident population of NZ, living in private dwellings.

Statistical Unit
Both the individual and the household

Selection Unit
The household

Collection Unit
Individual and household

Under Coverage

Population and Sample Size
For wave 1 of the SoFIE
10,000 households and approximately 20,000 individuals in the usually resident population of NZ, living in private dwellings. The groups that are excluded from the survey sample are: overseas visitors who intend to stay in NZ for less than 12 months; non-NZ diplomats and diplomatic staff, and their dependants; members of non-NZ armed forces stationed in NZ and their dependants; and people living on offshore islands (except for Waiheke Island). The sample comprises 1,500 primary sampling units (PSUs), with an average 6.67 responding households obtained per PSU.


The SoFIE uses an electronic questionnaire (EQ) administered via interviewers using laptop computers. The SoFIE is made up of two questionnaires, a household questionnaire and a personal questionnaire.

The following attachment is the most recent list of all the data items that are collected in the SoFIE







Output Variables

Output variables are pieces of individual information that can be extracted from the survey/output data. Often output variables can be cross tabulated with other output variables, for example sales by industry classification. The list below contains all current and past output variables which have been released for this survey/output.

Variable Name Description
Demographics

All individuals i.e. longitudinal & cross-sectional respondents of all ages
  • Sex
  • Age
  • Ethnic group (prioritised and total response)

Ages 15+ only
  • Whether born in NZ
  • Years since arrival in NZ
  • Country of birth
  • Legal marital status (at interview)
  • Self-assessed health status (at interview)

Labour market history

Ages 15+ only
  • Total years in paid employment (to initial interview)
  • Total years out of paid employment ( " " )
  • Age first started paid employment

Education

Ages 15+ only
  • Whether still at secondary school (if under 20)
  • Date left secondary school (if at secondary school in previous interview)
  • Full-time/part-time study status during any month in annual reference period
  • Duration of full-time study in annual reference period
  • Duration of part-time study in annual reference period
  • Duration of any study in annual reference period
  • School qualifications held
  • Post-school qualifications held
  • Year post-school qualification gained
  • Field of study for post-school qualfication
  • New school qualifications gained
  • New post-school qualifications gained
  • Highest qualification held

Family/Household

All individuals i.e. longitudinal & cross-sectional respondents of all ages
  • Standard family type at Household Enumeration Date (HED)
  • Economic family type at HED
  • Number of children in family at HED
  • Number of dependent children in family at HED
  • Individual's role in family at HED
  • Age of youngest child in family at HED
  • Household composition at HED

Ages 15+ only
  • Social marital status at HED

Longitudinal respondents of all ages only
  • Spells of family type (start & end dates; family type by age of children over spell duration)
  • Spells of economic family (start & end dates; family economic type by child dependency status over spell duration)
  • Spells of role in family (start & end dates; individual's family role over spell duration)
  • Spells of number of children in family (start & end dates; number of children over spell duration)
  • Spells of relationship (start & end dates; parent/child/partner/sibling relationships identified over spell duration)
  • Spells of household composition (start & end dates; household composition over spell duration)

Longitudinal respondents ages 15+ only
  • Spells of social marital status (start & end dates; whether partnered/non-partnered over spell duration)

Standard of living

All individuals i.e. longitudinal & cross-sectional respondents of all ages
  • Tenure of dwelling
  • Whether mortgage is paid for dwelling
  • Mortgage payment amount
  • Period covered by mortgage payment
  • Whether rent is paid for dwelling
  • Rent payment amount
  • Period covered by rent payment
  • Whether rates are paid for dwelling
  • Rates payment amount
  • Period covered by rates payment
  • Whether rates are split into land and water rates
  • Whether dwelling is part of multi-dwelling block
  • Whether body corporate fees are paid for dwelling
  • Body corporate payment amount
  • Period covered by body corporate payment
  • Which rates (land/water) are included in body corporate payment
  • Number of bedrooms
  • Number of motor vehicles
  • Presence in dwelling of accessible telephone
  • Presence in dwelling of the following amenities
- a dishwasher
- an automatic washing machine
- a clothes dryer
- a television and whether pay/subscribe/cable TV
- a video recorder/player
- a home computer
  • Major geographical region of dwelling location
  • Deprivation index decile of dwelling location

Labour market

Ages 15+ only
  • Labour market activity at HED
  • Number of weeks employed in annual reference period
  • Number of weeks in paid employment in annual reference period
  • Number of weeks not employed but looking for work in the annual reference period
  • Number of weeks not employed and not looking for work in the annual reference period
  • Number of spells with an employer in annual reference period
  • Average duration of employment spells
  • Average duration of not employed but looking for work spells
  • Average duration of not employed and not looking for work spells
  • Labour market spells (start & end dates; labour market activity over spell duration)
  • For not employed but looking for work spells, job search method(s)
  • For not employed but looking for work spells, reasons for beginning job search
  • For not employed but looking for work spells, reasons for ending job search
  • For ages 16 - 65 in not employed and not looking for work spells lasting all of annual reference period, reasons for not seeking work
  • Total weekly hours worked with all employers at HED
  • Total hours worked in annual reference period

Employment spells

Ages 15+ only
  • Spells with an employer (start & end dates)
  • Status in employment in spell
  • Weekly hours worked in spell
  • Full-time/part-time status in spell
  • Occupation in spell
  • Industry in spell
  • Whether worked usual hours in spell
  • If unpaid family/farm worker, whether seeking paid work during spell
  • Duration of spell as paid employee
  • Reason for spell ending

Annual Income

All individuals i.e. longitudinal & cross-sectional respondents of all ages
  • Total annual household income
  • Main source of annual household income over reference period
  • Cross-sectional annual family income over reference period
  • Main source of cross-sectional annual family income over reference period

Longitudinal respondents of all ages only
  • Longitudinal annual family income over reference period
  • Main source of longitudinal annual family income over reference period

Ages 15+ only
  • Total personal annual income
  • Main source of personal annual income over reference period
  • Gross annual income from employment earnings
  • Gross annual income from self-employment
  • Total annual income from IRD rebates/tax credits
  • Annual income amount received from each type of IRD payment
  • Gross annual income from earnings-related ACC
  • Gross annual income from NZ (National) Superannuation
  • Gross annual income from veterans pension & other NZ war pensions
  • Total gross annual income from other government benefits & allowances
  • Annual income amount received from each type of government benefit
  • Total gross and non-taxable annual income from all government transfers
  • Gross annual income from interest on bank accounts
  • Gross annual income from other investments
  • Annual income amount received from each type of investment
  • Gross annual income from private superannuation and pension schemes
  • Gross annual income from other income received as regular payments
  • Annual income amount received from each type of regular payment
  • Gross annual income from other irregular payments
  • Annual income amount received from each type of lump sum/irregular payment
  • Overseas currency of payment (where not NZ$); date of currency conversion to NZ$

Employee earning spells

Ages 15+ only
  • Spells of gross weekly earnings with an employer (start & end dates; weekly earnings amount)
  • Type of earnings in spell with an employer (total/usual pay/hourly rate/extra pay/redundancy)
  • Pay period covered for earnings amount in spell with an employer
  • Precision of earnings amount for spell with an employer
  • Allowances included in amount for spell with an employer (amount/pay period covered)
  • Whether earnings amount applied to beginning or end of spell with an employer lasting one year or longer
  • Reason(s) for change in earnings during spell with an employer lasting one year or longer
  • Date(s) of change in earnings during spell with an employer lasting one year or longer

Government income support spells
  • Spells of government income support (start & end dates; income support payment source)
  • Number of weeks in a spell of government income support
  • Number of weeks receiving government income support in annual reference period
  • Number of spells of government income support in annual reference period

Income spells

Ages 15+ only
  • Spells of weekly income from employee earnings and/or government transfers (start & end dates; weekly income amount)

Assets and liabilities data collected every second wave:

Ages 15+ only:
Mäori assets
  • Whether owner/shareholder of Mäori (iwi/hapu/whanau) assets

Trust beneficiaries
  • Whether beneficiary of family trust
  • Whether beneficiary of testamentary trust

Family trusts
  • Whether has gifted assets to family trust(s)
  • Whether further assets gifted (if previously reported gifting to family trust(s))
  • Type of assets gifted to the trust(s)
  • Whether all assets now owned outright by trust(s)
  • Debt currently owing to settlor on assets in trust(s)
  • Total value of assets gifted to trust(s) by respondent

Property
  • Types of residential property owned in NZ
  • Value of each type of residential property owned in NZ
  • Whether NZ residential property value is from official valuation records (using address given by respondent)
  • Date of official property valuation
  • Value of share in any timeshares owned (NZ or overseas)
  • Value of overseas residential property owned
  • Overseas currency of non-NZ property value (where not given in NZ$); date of currency conversion to NZ$
  • Number of owners of each type of residential property held
  • Total value of all residential property owned by individual (both NZ & overseas)

Mortgages
  • Total amount owing on mortgages on all properties
  • Respondent's share of mortgage debt (where ownership of property is shared)
  • Overseas currency of non-NZ mortgage debt (where not given in NZ$); date of currency conversion to NZ$

Credit cards
  • Amount owing
  • Amount in credit
  • Overseas currency of credit card amount (where not given in NZ$); date of currency conversion to NZ$

Bank accounts
  • Amount in credit in bank accounts
  • Amount in overdraft in bank accounts
  • Overseas currency of bank account amount (where not given in NZ$); date of currency conversion to NZ$
  • Total net value of all bank deposits held by individual (credit minus overdraft)

Vehicles and sporting equipment
  • Total value of all motor vehicles
  • Total value of sporting, leisure or hobby equipment

Household items
  • Total value of all household items
  • Method of estimating value of household items

Life insurance and superannuation
  • Type of life insurance policies and superannuation schemes
  • Value of life insurance policies
  • Value of superannuation schemes
  • Value of employer contribution in employment-related superannuation schemes
  • Overseas currency of life insurance/superannuation scheme amount (where not given in NZ$); date of currency conversion to NZ$
  • Total value of all superannuation schemes held by individual

Investments
  • Total value of financial investments in managed funds (unit trusts, group investment funds etc.)
  • Total value of other financial investments (shares, bonds etc.)
  • Overseas currency of managed funds/financial investments amount (where not given in NZ$); date of currency conversion to NZ$
  • Total value of all financial investments held by individual
  • Net value of business ownership/investment in farms, commercial property etc.
  • Whether business valuation includes residential property
  • Overseas currency of business ownership/investment amount (where not given in NZ$); date of currency conversion to NZ$

Other assets
  • Total value of cash worth NZ$100 or more not in a bank
  • Overseas currency of cash amount (where not given in NZ$); date of currency conversion to NZ$
  • Total value of art/antiques/collectibles
  • Total value of any other assets worth NZ$100 or more

Inheritance
  • Whether inherited property/non-cash assets worth more than NZ$5,000 in previous 2 years
  • Total value of inheritance

Liabilities
  • Total amount owing on bank/finance company loan
  • Overseas currency of loan amount (where not given in NZ$); date of currency conversion to NZ$
  • Total amount owed as bank liabilities by the individual (bank loan + overdraft)
  • Total amount owing on student loan
  • Total amount owing on hire purchase
  • Total amount owing on other debts worth NZ$100

Net worth & other derived measures
  • Total assets of individual
  • Total assets of couple (respondent + spouse/partner)
  • Total liabilities of individual
  • Total liabilities of couple (respondent + spouse/partner)
  • Net worth of individual
  • Net worth of couple (respondent + spouse/partner)
Health variables to be added once determined.


Changes in Output Variables over time





Guide to Interpreting Data

Summary of Changes to Survey/Output ..

Usage and Limitations of the Data ..

Related Data Sources ..

Sampling Errors ..Sampling errors will be calculated for each cell in the published tables.

Non-sampling errors These include errors arising from biases in the patterns of response and non-response, inaccuracies in reporting by respondents and by proxy respondents, and errors in the recording and coding of data.

Caveats on Release ..








Catalogue & Reference Numbers








Other Comments





Classification(s) used




Glossary of Terms

TermDescription
Household Enumeration Date (HED)



Original Sample Member (OSM)






Spell data


Wave



Dependent child




Prioritised ethnicity














Total response ethnicity


Standard family type






Economic family type











Social marital status
















HED is the date when all of the eligible members of the household are identified and recorded in the household questionnaire.


At the first wave of the SoFIE, every eligible resident of the selected households will become an OSM. These are the people who will be interviewed over successive waves of the survey, regardless of whether or not they still reside in their original dwelling.


Spell data is data that relates to a period of time reported by the respondent.

In a longitudinal survey interviews are conducted with the same people repeatedly over time. Each successive interview is referred to as a wave.

A dependent child is a child in a family nucleus who is less than 18 years old and who is not employed full-time.



A respondent is able to list all applicable ethnic groups in the questionnaire. Each respondent is then allocated to a single ethnic group using the priority recording system. This measure of ethnicity means that each respondent appears only once in the data and the groups will sum to give the total population.

The priority order of ethnic groups at level one is:
NZ Maori
Pacific Island
Asian
Other
European


Respondents who reported more than one ethnic group are counted in each group they reported.
                  Statistics New Zealand's standard definition of a family is based on the family nucleus. A family nucleus consists of a couple, with or without child(ren), or one parent and their child(ren), where the children do not have partners or children of their own living in the same household.


                  A person who is financially independent or a group of persons who reside together and are financially interdependent. An economic family can comprise a couple, a couple with dependent children, one parent with dependent children, or or one person on their own. For example, in a household consisting of a couple with a dependent child that also lives with one of the couple's siblings there are two economic families - a one person economic family (the sibling) as well as the couple and their child who comprise the other economic family.


                  Social marital status is defined as an individual's status with respect to whether they live in a consensual union or not i.e. whether they have a spouse or partner with whom they are living as a couple.

                  The concept to be measured is the individual's social marital status over the length of the longitudinal survey. Social marital status can be recorded as episode or spell data. The start and end dates recorded for each different episode of being partnered or non-partnered thus define the spells of social marital status. Social marital status will be output at Level 1 of the New Zealand Standard Classification of Social Marital Status 1999.




Contact Details

Customer Service
E-mail Contact:
info@stats.govt.nz
 
Survey Enquiries
E-mail Contact:
janette.briggs@stats.govt.nz

Liability

Statistics New Zealand gives no warranty that the information or data supplied contains no errors. However, all care and diligence has been used in processing, analysing and extracting the information. Statistics New Zealand shall not be liable for any loss or damage suffered by the customer consequent upon the use directly, or indirectly, of the information supplied in this product.
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