The next questions are about income you may have received from private superannuation schemes in New Zealand.

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1 Population: All qprisuperintro tintro Showcard P22 11 job-related 12 KiwiSaver National Provident Fund GSF (Government Superannuation Fund) Mutual Fund other types of private schemes The next questions are about income you may have received from private schemes in New Zealand. Don't count payments from overseas schemes, and any or retirement income you have already told me about. Press enter to continue. qprivatesupertype tprisupertypescp22 IQ7_H1 Edit(s): Gen_E7 < help available symbol> Select all that apply Showcard P22 Looking at showcard P22, did you receive private income from any of these sources in the last 12 months? If, ask which ones., DK, RF {[ picklist from showcard P22] "66 / ne of these" Edit(s): Gen_E1 Is 'other' (15) (16) selected in qprivatesupertype? tiq_privatesupert1 fiq_privatesupert1_privatesupert1array Ask Table 1 Other Type of Private Superannunation Please tell me the name of ather type of Private Superannuation Scheme that you received income from in the last 12 months. [inomoretypes] Dec1 Is count>1? [count=number of selections in qprivatesupertype AND number of entries in Table 1] qsuperschemeintro tintro I am w going to ask you details about each of the private schemes you received income from. Press enter to continue. Edit(s): Gen_E7 fiq_privatesupers1 inomoretypes If first time through, "" Ask series for each type of scheme selected in qprivatesuper and each other scheme reported in Table 1 Series 1 Private Super Otherwise, "Press enter if there are more other types of private schemes." Go to page 2 Page 1

2 Population: All Dec2 Is count>1? [count=number of selections in qprivatesupertype AND number of entries in Table 1] Was DK or RF in qtotalsuperincomenr for at least one payment type? qtotalschemeamt [] the last 12 months, how much did you receive in total from all of those Private Superannuation before tax was taken out? Include regular, irregular and lump sum amounts. If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. {[$entry: ,000,000.00]} qtotalbatax } qtotalschemeam End If respondent has a partner living in this household (count partners who are out-on-scope or are ineligible for interview BUT do t count partners who have been logically deleted), "Including only your share of any joint income, in" Otherwise, "In" Page 2

3 Series 1: Private Super s Population: People who have received income from Private Super Start Series 1 Private super qweeksrec tqty For how many weeks, out of the last 52, did you receive income from [iprivatesuperscheme]? qweeksrecnr If respondent has a partner living in this household (count partners who are out-on-scope or are ineligible for interview BUT do t count partners who have been logically deleted), "Including only your share of any joint income, in" If less than a week, record as '1'. {[1..52]} qpaymenttype treglumpsumpay Select all that apply Edit(s): Gen_E5 Did you receive regular payments or did you receive irregular or lump sum payments from [iprivatesuperscheme]? {"11 regular payments" "12 irregular or lump sum payments" Go to qtotalsuperincome on page 4 Otherwise, "In" Was 11 selected in qpaymenttype? Edit(s): Gen_E1 iprivatesuperscheme If [qprivatesuperoth], [qprivatesuperoth] If [qprivatesupertype] = 11, "Job-related Superanuation" If [qprivatesupertype] = 12, "KiwiSaver" If [qprivatesupertype] = 12 13, "the National Provident Fund" If [qprivatesupertype ] = 13 14, "the Government Superannuation Fund" If [qprivatesupertype ] = 14 15, "a mutual fund" Otherwise, "the other type of private scheme" qregamtrec [] the last 12 months, what was the most recent regular amount you received from [iprivatesuperscheme] before tax was taken out? If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. qregbatax } qperiodcovered Period2 Gen_H7 < help available symbol> Showcard P23 Looking at showcard P23, what period did that amount cover? other Showcard P23 {[picklist from showcard P23] 11 1 week 12 2 weeks 13 3 weeks 14 4 weeks 15 a calendar month 16 ather time period - please state 11-15, DK, RF Go to page 4 IQ7_CS1 Edit(s): Gen_E2$ Gen_E5 qregam qregularamtnearest Are you able to tell me how much you received from [iprivatesuperscheme] to the nearest $50? If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. qregularamtneares qperiodcovered tqty Record the other time period in weeks. If less than a week, record as '1'. {[1..52]} DK Edit(s): Gen_E5 Gen_E13 IQ7_CS1 Go to qtotalsuperincom e on page 4 RF Edit(s): Page 3

4 Series 1: Private Super s Population: People who have received income from Private Super Dec1 was 12 (lump sum) selected in qpaymenttype? If respondent has a partner living in this household (count partners who are out-on-scope or are ineligible for interview BUT do t count partners who have been logically deleted), "Including only your share of any joint income, in" Otherwise, "In" qlumpsumtotal [] the last 12 months, how much did you receive in total from irregular and lump sum payments from [iprivatesuperscheme] before tax was taken out? If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. qlumpsumtotalnr qlumpamtnearest DK Are you able to tell me how much you received to the nearest $50? If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. RF qlumpbatax Confirm that 'before tax' (gross) income } qlumpamtneares Was qlumpsumtotal OR qlumpamtnearest? qtotalsuperincome [] the last 12 months, how much did you receive in total from all of the payments you received from [iprivatesuprscheme] before tax was taken out? Include regular, irregular and lump sum amounts. If respondent is only able to provide the 'after tax' amount, please record that amount and te it in the confirmation question following. qtotalbatax } qtotalsuperincomenr End Series 1 Private super Page 4

5 Table 1: Other Type of Private Super Population: People who have received income from other types of Private Super inomoretypes If first time through, "" Otherwise, "Press enter if there are more other types of private schemes." Start Table 1 Other Type of Private Super qprivatesuperoth tstring200 Please tell me the name of ather type of Private Superannuation Scheme that you received income from in the last 12 months. [inomoretypes] [text entry] Edit(s): Gen_E2x DK, RF qprivatesuperothnr FinshedTable {"11 finished table" 11 Gen_E9 End Table 1 Other Type of Private Super Page 5