Visa Pak 137: Parent Category Sponsor Income Assessment Standards

Policy effect

Issued operational instructions standardizing the assessment of a sponsor’s gross personal income under the Parent Category (operational manual section F4.30.1) across paid employment, regular self-employment, and investment income. Clarified that commission income can be recognized if sustained/regular, required gross annual income to be counted before taxes and deductions (including business drawings and hours worked over 40 hours per week), and specified acceptable evidentiary documentation. Phase scope: National system-wide adjudications under Parent Category residence applications

Conditions and exceptions

Validated condition or limit: Clarified that commission income can be recognized if sustained/regular, required gross annual income to be counted before taxes and deductions (including business drawings and hours worked over 40 hours per week), and specified acceptable evidentiary documentation.

Official source excerpt

Quoted verbatim from the official source below. Ellipses indicate omitted text.

2013-Nov 15: Parent Category – Sponsor’s income | Immigration New Zealand Skip to main content Skip to footer 2013-Nov 15: Parent Category – Sponsor’s income Visa Pak 137 - Clarification about parent Category how to assess Sponsor’s income whether on paid employment or self employed. 15 November 2013 Operations Support has received a number of queries about how to determine a sponsor’s self-employed or investment income under the Parent Category as described at F4.30.1 Sponsor’s income. A sponsor must meet the gross minimum income requirement by obtaining personal income from one or any combination of the following: Sustained paid employment; Regular self-employment; Regular investment income. Note: Gross annual income is an individual’s total personal income before taxes or deductions are taken into account. e.g. rental income before tax, mortgage payments, rates etc. Personal income must be payment made directly to the sponsor and/or their partner in the form of regular wages or regular drawings (monies withdrawn by an owner or partner’s business for personal use). All of an individual’s annual personal income must be taken into account, including for hours worked in excess of 40 … hours per week. Income received on a commission basis may also be included if that income is determined as sustained/regular income. i.e. the income is received at regular intervals over a period of time (normally on a weekly, fortnightly, monthly basis). Evidence of salary/wages or drawings may include (but is not limited to) original or certified copies of: Summary of Earnings Personal Tax Summary Individual Tax Return (IR3) Return Acknowledgment Wage Slips Current employment contract Bank statements Documents from other financial institutions An original or certified copy of a letter from …

Review method

Two separate automated exact-claim source reviews

Other New Zealand changes operative in 2013

• 2013-02-19Temporary visa condition-variation fee expanded beyond travel conditions
• 2013-04-08Generic Temporary Entry Instructions: Variation of Conditions Rules (IAC 13/03 & Operational Manual Section E3.25.1)
• 2013-06-19Aiding unlawful-entry offence expressly includes fraudulent visa and entry-permission cases
• 2013-06-19Judicial review restricted to final Tribunal outcomes and court leave
• 2013-06-19New Zealand introduces judicial mass-arrival detention warrants
• 2013-06-19Oral-hearing exception broadened for subsequent refugee and protection appeals
• 2013-06-19Significant-change threshold extended to subsequent protected-person claims