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Research and evaluation

Previous reports

Adverse events

Findings from year 1 We've released the first year's findings of a 3 to 5 year study that will look at all the stages of recovery following the Christchurch earthquakes.
Findings from year 2 The second year's findings are from the perspective of 50 Christchurch-based stakeholders from a range of business sectors, government agencies and professional bodies, as well as our staff.
Findings from year 2: Administrative data analyses This report uses our administrative data to analyse the earthquakes' impact on SMEs' business activities and tax compliance behaviours.
Findings from year 3 This report presents the findings of the year three research which are based on quantitive and qualitative research with small and medium enterprises and tax agents.

Working for Families

The summary report of the evaluation of the Working for Families package The report Changing Families' Financial Support and Incentives for Working summarises the findings from the WfF evaluation including some new results not previously published.
Annex report 1 Effective marginal tax rates for Working for Families recipients. This report provides details of the methodology for the results presented in section 2.3 of the summary report.
Annex report 2 Employment incentives for couple parents: Labour market effects of changes to financial incentives and support. This report provides details of the methodology for the results presented in section 2.2 of the summary report.
Receipt of the Working for Families package: 2007 update This report maintains the focus on take-up of Working for Families (WfF), but goes into more detail about the effects of WfF on improving income adequacy.
The Working for Families (WFF) Evaluation Report The Working for Families (WFF) Evaluation Report, Receipt of the Working for Families Package, describes public awareness of the package and who is receiving WFF entitlements to the end of August 2006.
Employment incentives for sole parents: technical report - January 2010 Over the period October 2004 to April 2007 the New Zealand government introduced substantial changes to in-work incentives and financial support for families with dependent children as part of the Working for Families (WfF) package.
Employment incentives for sole parents - February 2009 This report summarises findings of difference-in-differences and survival analyses of the changes Working for Families has made to the labour market behaviour of sole parents.

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KiwiSaver evaluation reports

Reports to Ministers
KiwiSaver Annual Report 6 This is the final report from the evaluation of KiwiSaver, undertaken between July 2007 and June 2014, a period of seven years. It is a summary of the findings of the cross-agency research, monitoring and evaluation done on KiwiSaver over this period.
KiwiSaver Annual Report 5 The 5th annual report of the KiwiSaver evaluation, covering the period 1 July 2011 to 30 June 2012.
KiwiSaver Annual Report 4 The 4th annual report of the KiwiSaver evaluation, covering the period 1 July 2010 to 30 June 2011.
KiwiSaver Annual Report 3 The 3rd annual report of the KiwiSaver evaluation, covering the period 1 July 2009 to 30 June 2010.
KiwiSaver Annual Report 2 The 2nd annual report of the KiwiSaver evaluation, covering the period 1 July 2008 to 30 June 2009.
KiwiSaver Annual Report 1 The 1st annual report of the KiwiSaver evaluation, covering the period 1 July 2007 to 30 June 2008.
KiwiSaver six-monthly report 2 The 2nd six-monthly KiwiSaver evaluation report, covering the period 1 July 2008 to 31 December 2008.
KiwiSaver six-monthly report 1 The 1st six-monthly KiwiSaver evaluation report, covering the period 1 July 2007 to 31 December 2007.
Communications and awareness evaluation
Early retirement withdrawal research with providers The purpose of this research is to find out how KiwiSaver providers are communicating with their members eligible or becoming eligible to withdraw their KiwiSaver savings for retirement purposes. The research also looks into the options, information and advice KiwiSaver providers are providing to their members.
Provider feedback Documents findings from research with KiwiSaver scheme providers. The research looks at the effectiveness of the engagement between Inland Revenue and providers during the roll-out of KiwiSaver.
Employer survey Examines awareness, understanding and reactions to KiwiSaver amongst employers, and assesses whether they felt informed about their obligations under KiwiSaver.
Individual survey Documents findings from research with members of the public. The research looks at the awareness and understanding of KiwiSaver amongst the general public and the extent to which KiwiSaver communications activities have assisted individuals to make informed decisions about membership.
Implementation evaluation
Who is enrolling in KiwiSaver? Summarises the key trends and demographic profiles from the analysis findings of the SoFIE (Survey of Family, Income and Employment) and Inland Revenue KiwiSaver administrative linked data set.
Phase 2 employer panel Presents findings from the second phase of research with a panel of employers. The purpose of the panel research is to understand how employers are implementing KiwiSaver in the workplace.
Phase 1 employer panel Presents findings from the first phase of research with a panel of employers. The purpose of the panel research is to understand how employers are implementing KiwiSaver in the workplace.
Auto-enrolment report Documents the findings from qualitative research with employers and employees about the KiwiSaver auto-enrolment process.
Early outcomes evaluation
KiwiSaver conclusions report This report independently reviews The Treasury's Draft Paper, "KiwiSaver and the Accumulation of Net Wealth" ("Draft Paper"). This review is discussed in the KiwiSaver Evaluation: Final Summary Report. The final paper of The Treasury's report "KiwiSaver and the Accumulation of Net Wealth" is available on  The Treasury's website.
Qualitative research This research provides insights from KiwiSaver members and non-members regarding their attitudes and behaviours towards savings. It also helps give an understanding of the positive and negative implications of KiwiSaver for employers and individuals.
Additionality and substitution This study gauges KiwiSaver members' perceptions about how much new savings they have made as a result of KiwiSaver. The study also quantifies KiwiSaver members’ perception of how much savings has been diverted to Kiwisaver from other forms of saving.
Government retirement savings incentives in New Zealand: do they provide value for money? This Value for Money analysis reviews the KiwiSaver programme from its inception in to the last available full year's data (2012-13). It looks at value for money from both an annual and cumulative basis over that time. The focus of this analysis is upon the direct fiscal cost and the direct savings effect.
Early retirement withdrawal survey On 1 July 2012, the first KiwiSaver members who were 65 years of age and had been in the scheme for five years became eligible to withdraw their savings. This report describes the savings-related characteristics, experience, intentions and drivers of those KiwiSaver members eligible to withdraw their savings.
KiwiSaver evaluation: Survey of Individuals A technical report that presents data and analyses from a survey of KiwiSaver members and non-members.
KiwiSaver evaluation: Survey of Individuals (summary report) Synthesises data from the technical survey report and discusses the implications of the survey findings.
SME tax compliance costs 2009: KiwiSaver compliance costs evaluation report 3 This report looks at small and medium enterprises (SMEs) self-reported KiwiSaver compliance costs provided as part of a 2009 survey measuring 1,728 SMEs tax compliance costs across a range of tax types.
KiwiSaver evaluation: Follow-up survey of SME employers This report provides findings of follow-up research to the 2009 SME tax compliance costs survey (above). This research asked SME employers to report on a range of other costs (including making changes to remuneration approaches and other workplace-based superannuation schemes) associated with meeting their KiwiSaver obligations.
KiwiSaver evaluation: Opting-out and taking contributions holidays report Presents the key trends and characteristics of those people who have opted-out of KiwiSaver or taken a contributions holiday over a four-year period since the scheme inception to 30, June 2011.
Evaluation strategy
KiwiSaver evaluation strategy Documents the overall strategy and research plan for the KiwiSaver evaluation.