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Other financial corporations: Analytical accounts (C55)

This data highlights some selected balance sheet items for 'Other financial corporations' – all resident insurance corporations, pension funds and non-money market investment funds. This is part of the International Monetary Fund's Standard Report Form (SRF 4SR).

Previous years: Quarterly:
Mar 2024 Mar 2025 Jun 2025 Sept 2025 Dec 2025 Mar 2026
ASSETS
Net credit to non-residents 147,990 163,075 170,890 188,856 193,549 186,675
Credit to non-residents 155,916 173,473 179,792 197,510 200,830 197,190
less Liabilities to non-residents 7,926 10,397 8,902 8,654 7,280 10,514
Credit to depository corporations 46,203 49,859 52,587 53,956 54,719 55,075
Net credit to central government 17,131 19,302 19,600 20,249 21,298 21,862
Credit to central government 17,131 19,302 19,600 20,249 21,298 21,862
Credit to other sectors 56,008 61,666 62,043 64,937 68,565 65,936
Credit to local government 5,185 6,522 6,058 6,493 6,956 6,605
Credit to private sector 50,823 55,144 55,984 58,444 61,609 59,331
LIABILITIES
Loans 56 53 81 81 82 81
Insurance technical reserves 135,119 150,531 153,724 163,474 165,636 160,023
Shares and other equity 283,470 305,901 320,327 354,884 370,162 361,443
Other items (net) -151,377 -162,654 -169,049 -190,357 -197,727 -191,952
MEMORANDUM ITEMS
Total assets 427,605 468,435 484,194 528,795 543,471 533,495

Coverage

Assets of other financial corporations presented as claims on other resident institutional sectors and non-residents, and liabilities presented by category of financial instrument in order of their liquidity.

Other financial corporations comprise:

  • investment fund managers
  • registered superannuation schemes

We source data from our Managed Funds Survey.

Periodicity and timeliness

We release data approximately three months after the reference quarter.

Access by the public

Data release

We release data in our Statistics section

Statistics release calendar

The statistics release calendar provides a plan of scheduled releases. We update and release it on the first working day of the month.

View the statistics release calendar

Integrity

Dissemination of terms and conditions under which official statistics are produced, including confidentiality of individual responses

We collect data for investment fund managers and registered superannuation schemes under Sections 36 and 93 of the Reserve Bank of New Zealand Act 1989 (the Act).

Read the Reserve Bank of New Zealand Act 1989 

We only publish aggregated data. Individual institutional data is confidential.

Provision of information about revisions and advance notice of major changes in methodology

We generally publish revisions when we update and release the next table. Should we need to make revisions more promptly, we will post a special note on the website. We will also post any major changes in methodology as a special note.

Quality

Dissemination of documentation on methodology and sources used in preparing statistics

The analytical accounts are compiled in line with the Monetary and Financial Statistics Manual and Compilation Guide (IMF 2016).

Read the Monetary and Financial Statistics Manual and Compilation Guide

Other financial corporations

Investment fund managers, and registered superannuation schemes

Investment fund managers and registered superannuation schemes surveyed in the Reserve Bank’s Managed Funds survey.

Counterparts

Net credit to non-residents

Net credit to non-resident is calculated as credit to non-residents less liabilities to non-residents.

Credit to non-residents

Credit to non-residents by other financial corporations comprises:

  • transferable deposits
  • debt securities
  • shares and other equity
  • insurance technical reserves
  • financial derivatives (net asset position)
  • other accounts receivable.

Liabilities to non-residents

Liabilities to non-residents from other financial corporations comprises:

  • loans
  • financial derivatives (net liability position)
  • net equity of non-resident households in pension funds
  • prepaid premiums or reserves against outstanding claims
  • other accounts payable.

Depository corporations

Depository corporations comprises:

  • registered banks
  • non-bank deposit takers.

Credit to depository corporations

Credit to depository corporations comprises: 

  • Deposits
  • debt securities
  • shares and other equity
  • financial derivatives.

Net credit to central government

Net credit to central government is calculated as credit to central government less liabilities to central government.

Credit to central government

Credit to central government comprises:

  • debt securities.

Credit to other sectors

Credit to other sectors comprises:

  • credit to local government
  • credit to the private sector.

Credit to local government

Credit to local government comprises:

  • debt securities.

Private sector

Private sector comprises:

  • non-financial corporations
  • other resident sectors (households and NPISHs).

Credit to private sector

Credit to private sector comprises:

  • debt securities
  • loans
  • shares and other equity
  • trade credit or advances.

Liabilities

Loans

Loans of investment funds managers, and registered superannuation schemes.

Insurance technical reserves

Insurance technical reserves comprises:

  • net equity of households in life insurance reserves
  • net equity of households in pension funds
  • prepaid premiums or reserves against outstanding insurance claims.

Other

Shares and other equity

Shares and other equity comprises:

  • funds contributed by owners.

Other items (net)

Other liabilities less other assets, consisting of all liabilities and assets not included elsewhere and inter-OFCs consolidation adjustment.

Symbols and conventions for summary table

Symbol or convention Definition
0 Zero or value rounded to zero
- Not applicable
.. Not available
bold Revised/new
italics Provisional
Light grey background Historical

General notes

  • Individual figures may not sum to the totals due to rounding
  • Percentage changes are calculated on unrounded numbers
  • You are free to copy, distribute and adapt these statistics subject to the conditions listed on our copyright page.