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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:
Sep 2022 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024
ASSETS
Net credit to non-residents 125,605 131,287 138,498 148,037 146,709 152,893
Credit to non-residents 132,948 138,347 145,714 155,963 154,742 161,214
less Liabilities to non-residents 7,343 7,060 7,216 7,926 8,033 8,320
Credit to depository corporations 40,091 45,962 47,392 45,904 45,940 45,349
Net credit to central government 16,420 15,409 15,711 17,130 17,955 19,417
Credit to central government 16,420 15,409 15,711 17,130 17,955 19,417
Credit to other sectors 47,489 49,641 52,989 54,557 56,622 60,160
Credit to local government 4,871 4,547 5,157 5,183 5,845 6,668
Credit to private sector 42,618 45,094 47,832 49,374 50,778 53,492
LIABILITIES
Loans 54 56 56 56 56 56
Insurance technical reserves 111,907 119,821 126,763 135,007 135,759 143,318
Shares and other equity 232,501 248,241 267,031 281,858 282,031 291,874
Other items (net) -114,905 -125,716 -140,942 -151,355 -150,407 -157,215
MEMORANDUM ITEMS
Total assets 354,205 375,880 403,085 425,880 426,124 444,152

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.