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APPENDIX B: BASIC INCOME MODULE - TELEPHONE INTERVIEW

COMPUTER ASSISTED TELEPHONE INTERVIEW (CATI)

Background information about this module is available from 'Collection of Variable Data' under 'Total Income'. This module is intended for computer assisted telephone interviewing.

References to the Schoolkids Bonus should be removed from both the questionnaire and word substitution list for any surveys that will be conducted after 1 July 2016 when this payment will be abolished.

Question wording	To population
Q01 <Note> The following preamble must be read by the interviewer when respondent answering for self. When interviewing the respondent about other people in the household, it is optional. <preamble> I would now like to ask you some questions about income. Information on income provides an indication of living standards in different areas of Australia and for different population groups. This information can be used to help determine the types of services that are needed and who needs them. [Do you/does (proxy name)] receive income from wages or salaries [including from [your/his/her] own incorporated business]?
1. Yes 5. No	1. → Q02 5. → Q05
Q02 Before income tax, salary sacrifice or anything else is taken out, how much [do you/does (proxy name)] receive from wages or salaries? Interviewer: Enter dollar amount. If respondent is unable to answer, prompt for their best estimate. (Allow numeric entry)
<1-999999997>	→ Q03
Q03 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q05 7. → Q04
Q04 Interviewer: Enter 'other' period.
(Allow text entry)	→ Q05
Q05 [Do you/does (proxy name)] receive a government pension, allowance or benefit, for example paid by Centrelink or the Department of Veterans' Affairs?
1. Yes 5. No	1. → Q06 5. → Q16
Q06 <Note: appropriate age and sex edits should be applied where available so that only relevant response options are read out> [Do you/does (proxy name)] currently receive any of these pensions, allowances or benefits? Interviewer: Read out each category until a 'Yes' response is given.
1. Australian Age Pension 2. Service Pension from the Department of Veterans' Affairs. Exclude Defence Force superannuation benefits. 3. Disability Support Pension from Centrelink 4. Newstart Allowance 5. Paid Parental Leave 6. Carer Payment 7. Partner Allowance 8. Widow Allowance from Centrelink 9. Wife Pension 10. Sickness Allowance 11. Special benefit 12. Interviewer: None of these	1-11. → Q07 12. → Q10
Q07 How much [do you/does (proxy name)] receive from [name of pension, benefit, allowance]? Interviewer: Enter dollar amount. If respondent is unable to answer, prompt for their best estimate. (Allow numeric entry)
<1-99999997>	→ Q08
Q08 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q10 7. → Q09
Q09 Interviewer: Enter 'other' period.
(Allow text entry)	→ Q10
Q10 [Do you/does (proxy name)] currently receive any of these pensions, allowances or benefits? Interviewer: Read out categories, pause after each one for a 'Yes' or 'No' response. Multiple responses are allowed.
1. Family Tax Benefit as a regular payment from Centrelink 2. Parenting Payment 3. Youth Allowance 4. Carer Allowance 5. War Widow's or Widower's Pension from the Department of Veterans' Affairs, including Income Support Supplement 6. Disability Pension from the Department of Veterans' Affairs 7. Overseas government pension 8. Schoolkids Bonus 9. Any other government payment 10. Interviewer: No/none of these	1-9. → Q10A 10. → Q16
Q10A - sequence guide
1. If ONLY 'Schoolkids Bonus' in Q10 (Q10=8) 2. If 'Any other government payment' in Q10 (Q10=9) 3. Else	1. → Q15 2. → Q11 3. → Q12
Q11 Interviewer: Enter name of other government payment
(Allow text entry)	→ Q12
Q12 How much [in total] [do you/does (proxy name)] receive from [list pensions, allowances or benefits identified as being received in Q10]? Interviewer: Enter dollar amount. If respondent is unable to answer, prompt for their best estimate. Do not include Schoolkids Bonus. (Allow numeric entry)
<1-99999997>	→ Q13
Q13 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q14A 7. → Q14
Q14 Interviewer: Enter 'other' period
(Allow text entry)	→ Q14A
Q14A- sequence guide
1. If Q10 = 8 2. Else	1. → Q15 2. → Q16
Q15 How much [did you/did (proxy name)] receive from the last Schoolkids Bonus payment? Interviewer: Enter dollar amount (Allow numeric entry)
<1-999997>	→ Q16
Q16 [Do you/does (proxy name)] currently receive income from any of the following sources? Child Support or Maintenance?
1. Yes 5. No	1. → Q17 5. → Q20
Q17 How much [do you/does (proxy name)] receive from Child Support or Maintenance in total? Interviewer: enter dollar amount. If respondent is unable to answer, prompt for their best estimate. (Allow numeric entry)
<1-999997>	→ Q18
Q18 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q20 7. → Q19
Q19 Interviewer: Enter 'other' period
(Allow text entry)	→ Q20
Q20 ([Do you/does (proxy name)] currently receive income from) Superannuation, an annuity or private pension?
1. Yes 5. No	1. → Q21 5. → Q24
Q21 How much [do you/does (proxy name)] receive from superannuation, an annuity or private pension in total? Interviewer: enter dollar amount. If respondent is unable to answer, prompt for their best estimate. (Allow numeric entry)
<1-99999997>	→ Q22
Q22 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q24 7. → Q23
Q23 Interviewer: Enter 'other' period
(Allow text entry)	→ Q24
Q24 ([Do you/does (proxy name)] currently receive income from) Workers' compensation?
1. Yes 5. No	1. → Q25 5. → Q28
Q25 How much [do you/does (proxy name)] receive from Workers' compensation in total? Interviewer: enter dollar amount. If respondent is unable to answer, prompt for their best estimate. (Allow numeric entry)
<1-99999997>	→ Q26
Q26 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → Q28 7. → Q27
Q27 Interviewer: Enter 'other' period
(Allow text entry)	→ Q28
Q28 [Do you/does (proxy name)] currently have any rental investment property?
1. Yes 5. No	1. → Q29 5. → Q32
Q29 [Do you/does (proxy name)] expect to make a profit or loss from [your/his/her] rental investment property this financial year? Coding instructions: If '3. Neither', income is recorded as zero.
1. Profit 2. Loss 3. Neither	1. → Q30 2. → Q31 3. → Q32
Q30 Before income tax is taken out, but after investment expenses have been deducted, how much profit [do you/does (proxy name)] expect to make from [your/his/her] share in rental investment property this financial year? Interviewer: Enter dollar amount. If respondent unable to answer, prompt for their best estimate or ask for previous financial year profit as a proxy. (Allow numeric entry)
<1-9999997>	→ Q32
Q31 After investment expenses have been deducted, how much [do you/does (proxy name)] expect to lose from [your/his/her] share in rental investment property this financial year? Interviewer: Enter dollar amount. If respondent unable to answer, prompt for their best estimate or ask for previous financial year loss as a proxy. (Allow numeric entry)
<1-999999997>	→ Q32
Q32 [Apart from [your/his/her] rental investment property], [do you/does (proxy name)] currently have any unincorporated businesses whether owned outright by [you/him/her] or through [your/his/her] share in a partnership?
1. Yes 5. No	1. → Q33 5. → Q36
Q33 [Do you/does (proxy name)] expect to make a profit or loss this financial year? Coding instructions: If '3. Neither', income is recorded as zero.
1. Profit 2. Loss 3. Neither	1. → Q34 2. → Q35 3. → Q36
Q34 Before income tax is taken out, but after business expenses have been deducted, how much profit [do you/does (proxy name)] expect to make from [your/his/her] share in unincorporated businesses this financial year? Interviewer: Enter dollar amount. If respondent unable to answer, prompt for their best estimate or ask for previous financial year profit as a proxy. (Allow numeric entry)
<1-999999997>	→ Q36
Q35 After business expenses have been deducted, how much [do you/does (proxy name)] expect to lose from [your/his/her] share in unincorporated businesses this financial year? Interviewer: Enter dollar amount. If respondent unable to answer, prompt for their best estimate or ask for previous financial year loss as a proxy. (Allow numeric entry)
<1-999999997>	→ Q36
Q36 [Do you/does (proxy name)] currently receive income from dividends from shares?
1. Yes 5. No	1. → Q37 5. → Q37A
Q37 How much [do you/does (proxy name)] expect to receive from dividends from shares this financial year? Interviewer: if respondent unable to answer, prompt for their best estimate or ask for previous financial year income as a proxy. Enter dollar amount. If 'nil' enter zero. (Allow numeric entry)
<0-999999997>	→ Q37A
Q37A - Sequence guide
1. If there have been no missing responses to income amounts other than dividends 2. Else	1. → Q38 2. → Q39
Q38 Would the amount [you/(proxy name)] expect[s] to receive from dividends from shares (this financial year) be less than $200?
1. Yes 5. No	→ Q39
Q39 [Do you/does (proxy name)] currently receive income from interest?
1. Yes 5. No	1. → Q40 5. → Q41A
Q40 How much [do you/does (proxy name)] expect to receive from interest this financial year? Interviewer: Enter dollar amount. If 'nil' enter zero. (Allow numeric entry)
<0-99999997>	→ Q41A
Q41A - Sequence guide
1. If there have been no missing responses to income amounts other than interest 2. Else	1. → Q42 2. → Q43
Q42 Would the amount [you/(proxy name)] expect[s] to receive from interest (this financial year) be less than $200?
1. Yes 5. No	→ Q43
Q43 [Do you/does (proxy name)] currently receive income from any other source?
1. Yes 5. No	1. → Q44 5. → END or Q48
Q44 What are these sources?
(Allow text entry)	→ Q45
Q45 How much [do you/does (proxy name)] receive from (this source/these sources)? Interviewer: Enter dollar amount. (Allow numeric entry)
<0-99999997>	→ Q46
Q46 What period does that cover?
1. Week 2. Fortnight 3. Four weeks 4. Calendar month 5. Quarter 6. Year 7. Other - please specify	1-6. → END or Q48 7. → Q47
Q47 Interviewer: Insert 'other' period
(Allow text entry)	→ END or Q48
Q48 (Optional) <Note: Main source of income can be derived if complete data are available for each source of income. For those reporting just one source, that is their main source. Where complete data are not reported for each source, for instance where the respondent did not know the amount, it is suggested that respondents be sequenced to this question> You have told me that [you/proxy name] [receive/receives] [list all sources of income]. What is [your/(proxy name)'s] main source of income? [Please consider dividends from shares, and interest as one source.]
1. Wages or salary (including from own incorporated business) 2. Own unincorporated business or share in a partnership 3. Government pension or allowance 4. Rental investment property 5. Superannuation, an annuity or private pension 6. [Dividends from shares, and interest/Dividends from shares/interest] 7. Other 8. Nil or negative 9. Interviewer: Don't know	→ END