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Investment Statements

Page updated 20 Mar 2018

In 2013, the Public Finance Act (1989) was amended to require the Treasury to report to Parliament with an Investment Statement at least every four years. The Investment Statement must:

  1. describe and state the value of the Crown’s significant assets and liabilities; and
  2. state how those assets and liabilities have changed in value over time; and
  3. forecast how those assets and liabilities are expected to change in value in each of at least the next two financial years after the financial year in which the investment statement is presented; and
  4. identify any significant differences between the information specified in paragraphs (a) to (c) and the equivalent information reported in the most recent previous Investment Statement.

He Puna Hao Pātiki: 2018 Investment Statement

 He Puna Hao Pātiki:  2018 Investment Statement was published on 20 March 2018.

2014 Investment Statement

The 2014 Investment Statement: Managing the Crown’s Balance Sheet, was published on 26 March 2014. To view the topics discussed at the seminar series associated with the 2014 Statement see

Background information

Note that prior to the 2013 amendment to the Public Finance Act, an Investment Statement of the Government of New Zealand was published in December 2010. That report was updated with supplementary information six months later in May 2011. These two reports were published by the Government and were not Public Finance Act reporting requirements of the Treasury.

The Public Finance Act also requires the Treasury to produce a Statement on the Long-Term Fiscal Position at least every four years. These Statements must include 40-year projections on the Crown’s financial position and identify fiscal challenges that will face future governments such as those arising from the ageing of the population. The Treasury's latest statement on the Long-Term Fiscal Position He Tirohanga Mokopuna: 2016 Statement on the Long-Term Fiscal Position was published on 22 November 2016.


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