Calculating Financial Ratios: A Presentation and Referencing Assignment


Added on  2019-10-09

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FEDERATION BUSINESS SCHOOLBUACC1508 ACCOUNTING AND FINANCEASSESSMENT TASK 2: GROUP ASSIGNMENT1. GENERAL INFORMATIONAs per the Course Description, this assignment constitutes 30 per cent of the total assessment in this course and is due week ten of semester on Monday at 9:30am. Submission will be electronic copy via the assignment submission drop-box under the Assessment tab in Moodle. Only one copy of the assignment is to be submitted per group. Students are also required to provide a single copy of the group assignment directly to the lecturer at the beginning of the BUACC1508 lecture held in week 10.2. PURPOSECourse BUACC1508 is concerned primarily with the use of accounting information. The main purpose of this assignment is to provide students with the opportunity to apply the knowledge andskills acquired during the semester to a practical task involving the use of ‘real-world’ accounting information. In particular this will enable you to gain insights into and information about the business of Billabong Limited, a merchandiser of surfwear and other outdoor action clothing, using the published financial statements of the company as your primary data source. This is intended toconsolidate students’ accounting knowledge and skills. Students are required to complete the assignment in groups of three or four and this is intended to foster the development of the co-operative work skills that will be of importance in most employment contexts.3. ASSESSMENT DETAILS AND REQUIREMENTSStudents are to organise themselves into groups of three or four to complete the assignment and do not have automatic entitlement to adopt some other arrangement (such as completing the assignment individually or in a larger group). Students who have difficulty finding a partner or whoencounter other difficulties (for example, their partner withdraws from the course) should consult the Course Coordinator. There is no requirement that your partner be from the same tutorial group as yourself.The basic requirement is to make a general analysis of the profitability, efficiency, liquidity, gearing (leverage), and investment performance of Billabong Limited using the information available in the company’s 2016, 2017 and 2018 (half-year) annual reports available available via Moodle.Students are to use the ‘Consolidated’ data in conducting their analysis. Note that the annual reporte contain comparative data for the previous year’s results. The assignment will contain two main elements:SCHEDULE(S) OF RELEVANT RATIOS AND OTHER USEFUL CALCULATIONSThe schedule(s) of relevant ratios and other useful calculations should be incorporated in one or more appendices. Ratios and other calculations should be presented so as to facilitate comparison between 2016, 2017 and 2018 (half-year) data. Students are advised to show the calculations usedin determining particular ratios and other figures.
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A WRITTEN REPORTThe written report should:Explain briefly what is revealed by the ratios and other calculations in the context of the company’s profitability, efficiency, liquidity, gearing (leverage) and investment performance. In particular, any important changes from 2016 to 2018 (half-year) should be identified, discussed and, where possible, explained.Provide an overall assessment of the company from the perspective of existing and potential equity investors (shareholders).The assignment is to comply with the University’s General Guide to Writing and Study Skills andGeneral Guide to Referencingand the written report is not to exceed 2,500 words (excluding theExecutive Summaryand calculations which are to be incorporated in an appendix). Students arerequired to use the ‘APA system’ for the acknowledgment of sources. In order to help ensure thatassignments meet required presentation standards, students are strongly advised to use the‘Presentation check-list’ attached to these notes.Students may, if they wish, seek and use additional information about the company from sources other than the annual report (for example, from newspapers, business magazines etc.). However, it is not envisaged that students will be engaged in extensive research of this nature and it is expected that the annual report provided will be the primary resource relied upon in completing the assignment. Students are expected to obtain relevant share price data for the company so thatinvestment ratios (such as a dividend yield ratio) can be calculated. (It is recommended that students obtain the company’s share price as at 30 June 2016, 30 June 2017 and 31 December 2017 for the purpose of calculating relevant ratios on these dates. Share price data is available, among other sources, from newspapers archived in the library or on the ASX website). Under no circumstances are students to make direct personal contact with the company or its officers (for example by telephone, fax, letter or email) in an attempt to gather further information.4.SUGGESTED REPORT FORMAT AND APPROACHSECTIONS IN REPORT:Complete assignment in appropriate report format. Suggested report structure and headings:I.TITLE PAGEYour title or cover page needs to convey the main information about your assignment. It must look professional and include:The Course Code and Name:The title of the assessment task:Name of the Course-Coordinator and of your tutorTrimester, year and date of submissionII.TABLE OF CONTENTSThe Table of Contents (TOC) provides the outline of your report to the marker/reader. It is the first indication that you have addressed key issues and carefully planned you work. Your TOC should look well laid out as if it is the TOC in a book. Use numbering for major and minor headings where appropriate and include page numbers. You can use an extra page to detail illustrations or tables if it is appropriate.III.EXECUTIVE SUMMARYThe Executive Summary should give an overview of your report to a busy executive who does not have time to read it in full. It should:- 2 -
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conveythepurposeofthereport,giveasummaryofkeythemes,ideasorfindings(sub headings maybeused),provideabridgedrecommendations.The Executive Summary should not exceed 150 words. The words in the Executive Summary are not included as part of the final word count.IV.BACKGROUND: COMPANY OVERVIEWV.ANALYSISThe main body of the report should include a discussion of what is revealed by the ratios and othercalculations in the context of the company’s profitability, efficiency, liquidity, gearing (leverage) and investment performance. In particular, any important changes from 2016 to 2018 (half-year) should be identified, discussed and, where possible, explained. The main areas of analysis are:ProfitabilityEfficiencyLiquidityGearing (Leverage)Investment RatiosVI.CONCLUSIONS AND FINDINGSThe Conclusion is your evaluation or summary of the major points and key findings as discussed in the Body of the report. The Conclusion should always be concise and must not contain any new information. It should not require a substantial number of words to draw information together andsummarise what you have found.VII.RECOMMENDATIONSYour recommendations are the culmination of all your work and should deliver a well rounded andthoughtful ending to your research. The material in the body of your report provides the basis for your considerations. The conclusion provides a summary of your deliberation over your findings. The recommendations provide the reader with your considered opinions of what would be the best decision(s) to make, or course(s) of action to follow, based on your research and critical analysis.For this assignment your recommendations should be directed towards both the internal management/directors of the company and also existing and potential external equity investors.VIII.APPENDIXESThe appendix must contain a one page summary in table format of the results of your ratio calculations. This summary of your ratio results should be followed by the actual ratio calculations and workings. Footnotes should also be used in your appendix to justify any values you have used in your calculations where there is some uncertainty if you have selected the correct figure (value) from the annual report to be used in the formulas. IX.REFERENCESThis must contain full details all sources referred to or cited in the report, using the Federation University author date (APA) style. - 3 -
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