September 2023 QUESTION 2 65 marks Champions Ltd a company incorporated in South Africa
2024 Accounting – QUESTION 2 65 marks Assignment Help
QUESTION 2 65 marks Champions Ltd a company incorporated in South Africa 2023
QUESTION 2 65 marks Champions Ltd, a company incorporated in South Africa on 1 January 2002 and listed on the JSE Ltd, manufactures football gear and other sports equipment. The financial accountant of Champions Ltd has requested your assistance regarding the preparation of the group (consolidated) cash flow statement of Champions Ltd for the financial year ended 31 December 2006. He has presented you with the following: • The abridged assets and liabilities sections of the group balance sheet of Champions Ltd as at 31 December 2006 (together with comparatives). • The group income statement of Champions Ltd for the financial year ended 31 December 2006. • Additional information. The information presented to you is correct in all respects. CHAMPIONS LTD EXTRACTS FROM GROUP BALANCE SHEET AS AT 31 DECEMBER 2006 Additional information 2006 2005 R’000 R’000 Assets Investments 3 7 200 4 000 Property, plant and equipment 4 68 000 70 000 Current assets 5 61 362 20 000 136 562 94 000 Liabilities Long-term liabilities 6 14 204 1 000 Deferred tax 7 6 290 2 200 Current liabilities 8 15 791 6 800 36 285 10 000 CHAMPIONS LTD GROUP INCOME STATEMENT FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2006 Additional information R’000 Sales and service revenue 81 030 Cost of sales 9 (44 000) Other income 10 8 290 Operating expenses (23 160) Finance costs 11 (2 000) Profit before tax 20 160 Income tax expense (7 935) Profit for the period 12 225 5 Additional information 1 Basis of preparation The group annual financial statements of Champions Ltd have always been prepared in accordance with International Financial Reporting Standards (IFRS). 2 Investment in Premier Ltd 2.1 Premier Ltd is incorporated in the United Kingdom (UK) with a functional currency of pound sterling (£). Premier Ltd provides marketing and other related services to various football clubs in England’s Premier League. Champions Ltd acquired 100% of the ordinary shares of Premier Ltd on 1 January 2006 for £500 000 (paid in cash on that date). The assets of Premier Ltd (see note 2.2), as recognised by Premier Ltd, were considered to reflect their fair values on 1 January 2006. 2.2 Details of the assets of Premier Ltd are as follows: As at 1 January 2006 As at 31 December 2006 £’000 £’000 Trade receivables 50 150 Cash and cash equivalents 450 600 500 750 As at 1 January 2006 and 31 December 2006, Premier Ltd did not have any assets (or liabilities) other than those listed above. 2.3 The abridged income statement of Premier Ltd for the 2006 financial year is as follows: £’000 Service revenue 700 Interest income 100 Operating expenses (400) Income tax expense (150) Profit for the period 250 2.4 An analysis of the movement in the cash and cash equivalents balances of Premier Ltd for the 2006 financial year is presented below: £’000 Cash receipts Trade receivables (service revenue) 600 Interest income 100 Cash payments Operating expenses (400) Income tax (150) Net increase for the period 150 6 2.5 All income statement items and cash flows of Premier Ltd arose evenly throughout the 2006 financial year. Premier Ltd did not declare any dividends during the 2006 financial year. 2.6 On 1 October 2006, Champions Ltd borrowed £500 000 from a UK bank. Champions Ltd incurred interest of £10 000 on this loan during the 2006 financial year. This interest was still outstanding as at 31 December 2006 (see note 8.1). Champions Ltd immediately designated the capital amount of the loan (i.e. £500 000) as a hedge of its investment in Premier Ltd. The hedge met all the criteria of IAS 39 (AC 133), Financial instruments: recognition and measurement, par. 88. The hedge is 100% effective. 2.7 Premier Ltd has been correctly consolidated in the group annual financial statements of Champions Ltd that has been presented to you. 3 Investments 3.1 Champions Ltd owns shares in various listed companies over which it is unable to exert control (joint or otherwise) or significant influence. The investments in these companies have therefore been classified as “available for sale” in terms of IAS 39. 3.2 The opening and closing balances of these investments for 2006 are reconciled below: Additional information 2006 R’000 Opening balance 4 000 Acquisitions 2 000 Revaluation at 31 December 2006 3.3 1 200 Closing balance 7 200 3.3 Champions Ltd has determined that the applicable capital gains tax rate in South Africa is the tax rate which best reflects the tax consequences associated with how the carrying amount of the investments will be recovered. This treatment has always been applied and you agree that this is the most appropriate treatment. 4 Property, plant and equipment 4.1 The opening and closing carrying amounts of property, plant and equipment for the 2006 financial year can be reconciled as follows: Additional information Owned Leased Total R’000 R’000 R’000 Opening carrying amount 70 000 – 70 000 Transfers to leased assets 4.2 (7 000) 7 000 – Deferred profit 4.2 – 3 000 3 000 Depreciation (12 667) (3 333) (16 000) Revaluation 4.3 11 000 – 11 000 Closing carrying amount 61 333 6 667 68 000 7 4.2 On 1 January 2006, Champions Ltd sold its fleet of distribution vehicles for R10 million, being its fair value on that date, in terms of a three-year sale and finance leaseback arrangement. The fleet of distribution vehicles had a carrying amount of R7 million on 1 January 2006. The following schedule applies to the related finance lease liability: Interest Capital Total R’000 R’000 R’000 Sales price – 10 000 10 000 Interest at 13% p.a. 1 300 – 1 300 Instalment at 31 December 2006 (1 300) (2 935) (4 235) Balance as at 31 December 2006 – 7 065 7 065 Interest at 13% p.a. 918 – 918 Instalment at 31 December 2007 (918) (3 317) (4 235) Balance as at 31 December 2007 – 3 748 3 748 Interest at 13% p.a. 487 – 487 Instalment at 31 December 2008 (487) (3 748) (4 235) Balance as at 31 December 2008 – – – 4.3 Champions Ltd owns and occupies one building, a factory. In line with the company’s policy to revalue owner-occupied buildings, the factory was revalued on 31 December 2006. The following applied to the factory on 31 December 2006: R’000 Revalued carrying amount 28 000 Historic cost 20 000 Historic carrying amount 17 000 Residual value 18 000 It has always been the intention of Champions Ltd to sell the factory at the end of its original useful life of 20 years (this estimate remains unchanged). 5 Current assets 5.1 Current assets comprise the following: Additional information 2006 2005 R’000 R’000 Trade receivables 18 000 3 000 Inventory 9.1 6 000 10 000 Cash and cash equivalents 37 362 7 000 61 362 20 000 8 6 Long-term liabilities 6.1 Long-term liabilities comprise the following: Additional information 2006 2005 R’000 R’000 Foreign loan payable 2.6 6 600 – Employee benefits 6.2 2 300 1 000 Non-current portion of: Finance lease liability 4.2 3 748 – Deferred profit 4.2 1 000 – Convertible debentures 6.3 556 – 14 204 1 000 6.2 Champions Ltd provides post-retirement medical benefits to certain employees. The company’s defined benefit obligation to these employees is unfunded. The actuarial valuation of the company’s obligation as at 31 December 2006 revealed the following: R’000 Present value of obligation as at 1 January 2006 1 000 Current service cost 750 Interest cost 150 Benefits paid (500) Actuarial loss 900 Present value of obligation as at 31 December 2006 2 300 The current service costs and interest costs relating to the abovementioned obligation have been recognised as staff costs and are included within operating costs (as disclosed in the income statement for the 2006 financial year). Champions Ltd has a policy of recognising all actuarial gains and losses immediately directly in equity in the year that they arise as allowed by IAS 19 (AC 116), Employee Benefits, par. 93B. 6.3 On 1 January 2006, Champions Ltd issued one million 12% R2 convertible debentures at par. The convertible debentures are mandatorily convertible into 500 000 ordinary shares on 31 December 2010. Champions Ltd determined the liability and equity components of the convertible debentures on 1 January 2006 as follows: R’000 Liability component 823 Equity component 1 177 Issue price 2 000 The movement in the carrying amount of the liability component of the convertible debentures is presented below: R’000 Carrying amount as at 1 January 2006 – Liability component arising on issue of the convertible debentures 823 Finance cost recognised in the income statement 115 Interest paid for the 2006 financial year (240) Transfer to current liabilities (142) Present value of obligation as at 31 December 2006 556 9 7 Deferred tax A company tax rate of 29% and a capital gains tax rate of 14,5% have always applied. 8 Current liabilities 8.1 Current liabilities comprise the following: Additional information 2006 2005 R’000 R’000 Trade payables 7 000 5 000 Interest payable – foreign loan 2.6 132 – Dividends payable 8.2 1 200 800 Taxation payable 3 000 1 000 Current portion of: Finance lease liability 4.2 3 317 – Deferred profit 4.2 1 000 – Convertible debentures 6.3 142 – 15 791 6 800 8.2 Champions Ltd declared an ordinary dividend of R2 million on 10 December 2006. 9 Cost of sales 9.1 Cost of sales comprises the following: Additional information 2006 R’000 R’000 Opening inventory 5.1 10 000 Production costs 40 000 Purchases 9.2 25 000 Staff costs 10 000 Depreciation 5 000 Closing inventory 5.1 (6 000) Cost of sales 44 000 9.2 Champions Ltd imported raw materials from the UK on 20 February 2006 (the date that the risks and rewards associated with ownership transferred) at a cost of £1 million. The transaction was settled in cash on 1 March 2006. On 1 January 2006, when Champions Ltd placed the order for the raw materials, the company entered into a two-month forward exchange contract (FEC) to buy £1 million on 1 March 2006 at a rate of £1 = R13,15. Champions Ltd designated this FEC as a fair value hedge of the changes in the fair value of the unrecognised firm commitment for the period 1 January 2006 to 20 February 2006. For the period 20 February 2006 to 1 March 2006, Champions Ltd designated the FEC as a fair value hedge of the changes in the fair value of the foreign creditor. The hedge met all the criteria of IAS 39, par. 88. 10 10 Other income 10.1 Other income for the 2006 financial year comprises the following: Additional information 2006 R’000 Interest income 10.2 * Deferred profit arising from sale and finance leaseback 4.2 * Dividend income * * This information needs to be calculated as part of the required section of the question. 10.2 Champions Ltd (the company) earned interest during 2006 of R2 million. The full amount was received in cash. Interest earned and received by Premier Ltd in 2006 is shown in notes 2.3 and 2.4. 11 Finance costs Finance costs include the net foreign exchange losses in respect of the additional information in the appropriate sections of note 2.6 and note 9.2. 12 Share capital On 1 July 2006, Champions Ltd repurchased 200 000 ordinary shares at a price of R15 per share in terms of a general share buyback. 13 Foreign currency transactions The following applies to the foreign currency transactions, where appropriate: Date Spot rate Fair value of FEC Fair value of unrecognised firm commitment Asset/(Liability) Asset/(Liability) 1£ = R R’000 R’000 1 January 2006 13,10 – – 20 February 2006 13,30 200 (200) 1 March 2006 13,40 250 – 1 October 2006 13,08 N/A N/A 31 December 2006 13,20 N/A N/A Average: 01/01/06 to 31/12/06 13,15 N/A N/A Average: 01/10/06 to 31/12/06 13,10 N/A N/A 11 REQUIRED Marks • Ignore the effects of VAT. • Comparatives and note disclosure are not required. • All amounts must be presented in R’000. • Show all workings clearly. • The increase in the translated equity of Premier Ltd as a result of movements in the foreign exchange rate amounts to R62 000 and comprises the following: o Trade receivables – R10 000; and o Cash and cash equivalents – R52 000. (a) Calculate the following for the purpose of preparing the group cash flow statement of Champions Ltd for the financial year ended 31 December 2006 on the direct method: (i) Cash receipts from customers; 5 (ii) Cash paid to suppliers and employees; and 13 (iii) Income taxes paid. 15 (b) Prepare the group cash flow statement of Champions Ltd for the financial year ended 31 December 2006 on the direct method. • Include the calculations performed in (a)(i) to (iii). • Assume that the Champions Ltd group discloses cash flows relating to interest and dividends as part of operating activities. 32