The Treasury

Global Navigation

Personal tools

Note 28: Net Worth

Note 28: Net Worth
Taxpayer
funds
PPE
revaluation
reserve
Cash flow
hedge
reserve
Investment
revaluation
reserve
Foreign
currency
translation
reserve
Minority
interest
Total net
worth
$m $m $m $m $m $m $m
Net worth at 30 June 2007 44,222 52,442 (122) 23 (34) 296 96,827
Operating balance 2,384 67 2,451
Net revaluations 6,214 6,214
Transfer to taxpayer funds 90 (90)
Transfer into reserve 9 14 23
Transfer to the statement of financial performance 22 22
Transfer to initial carrying value of hedged item (60) (60)
Other movements 4 (3) 17 19 37
Net worth at 30 June 2008 46,700 58,566 (151) 34 (17) 382 105,514
Operating balance (10,505) 25 (10,480)
Net revaluations 4,235 4,235
Transfer to taxpayer funds 189 (189)
Transfer into reserve 322 23 345
Transfer to the statement of financial performance
Transfer to initial carrying value of hedged item   (153) (153)
Other movements (2) (1) 17 40 54
Net worth at 30 June 2009 36,382 62,612 18 56 447 99,515

The property, plant and equipment (PPE) revaluation reserve arises on the revaluation of physical assets. Where revalued property, plant or equipment is sold, the portion of the property, plant and equipment revaluation reserve that relates to that asset is effectively realised, and is transferred to taxpayer funds.

The cash flow hedge reserve represents hedging gains and losses recognised on the effective portion of cash flow hedges. The cumulative deferred gain or loss on the hedge is recognised in the statement of financial performance when the hedged transaction impacts the statement of financial performance, or is included as a basis adjustment to the non-financial hedged item, consistent with the applicable accounting policy.

The investment revaluation reserve arises on the revaluation of available-for-sale financial assets. Where a revalued financial asset is sold, the portion of the reserve that relates to that financial asset is effectively realised, and is recognised in the statement of financial performance. Where a revalued financial asset is impaired, the portion of the reserve that relates to that financial asset is recognised in the statement of financial performance.

The foreign currency translation reserve holds foreign exchange gains and losses arising from translating monetary items that form part of the net investment in a foreign operation into New Zealand dollars, and foreign exchange gains and losses associated with translating non-monetary assets into New Zealand dollars if revaluations of those assets are reflected in another reserve rather than in the statement of financial performance.

Page top