BSBFIM801 manage financial resources Assessment 1 Submitted by: Introduction: Part 1: Financial Plan: Using the template at the following web link, prepare a financial plan that...

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BSBFIM801


manage financial resources



Assessment 1




Submitted by:










Introduction:







Part 1:







Financial Plan:




Using the template at the following web link, prepare a financial plan that includes a

cash flow forecast, balance sheet forecast and break even analysis

for your new business:




https://www.commbank.com.au/business/can/business-templates-and-forms/financial-plan-template.html







Part 2:







Financial Report






·
Products or services:


Describe the products or services that your business will produce.








·
Forecasting technique:


Identify which type of forecasting technique you will use to develop further financial forecasts.







·
Analysis of forecasts:


How will you analyse these forecasts?








·
Statutory requirements:


What statutory requirements do you need to consider in preparation of your budget?












·
Collection of comparative and trend information to support budget:


Describe how you will collect comparative and trend information to support your budget?












·
Negotiation strategy to acquiring funding for business project:


Explain your negotiation strategy with the bank manager relating to acquiring funding for your business project.











·
Records maintained to ensure up-to-date information about resource allocations and usage:


Describe the records that you will maintain to ensure up-to-date information about resource allocations and usage










·
Reporting budget performance and expenditure:


How will you report budget performance and expenditure?












·
Risk return analysis:


Explain the risk factors associated with your business idea and the expected returns?











·
Budget monitoring:


Describe how you plan to monitor the budget in the event of deviations.






























Part 3:











·
Explain the reports that require lodging by this company according to the Australian Security and Investment Commission (ASIC)









·
Analyse these financial records by applying the horizontal and vertical analysis methods.

















·
Explain whether you think that the organisations financial decisions will serve to meet the organisations planned outcomes.







































Conclusion:













References


Answered Same DaySep 03, 2020BSBFIM801

Answer To: BSBFIM801 manage financial resources Assessment 1 Submitted by: Introduction: Part 1: ...

Aarti J answered on Sep 08 2020
153 Votes
BSBRES801 Initiate and Lead Applied Research
Student Name        Student Id
BSBFIM801
manage financial resources
Assessment 1
Submitted by:


Introduction:

< Imagine that you have just started a new business and you wish to convince the bank to finance your enterprise
Part 1:
Financi
al Plan:
Using the template at the following web link, prepare a financial plan that includes a cash flow forecast, balance sheet forecast and break even analysis for your new business:
The company would require the start up cost of $500000 which will include the purchase of the equipment, the lease amount of the factory and all the other requirement including the purchase if inventory.
Balance sheet forecast
    Balance sheet
    1
    2
    3
    Assets
    
    
    
    Current Assets
    
    
    
    Cash
    150000
    172500
    198375
    Accounts receivables
    0
    25000
    28750
    Inventory
    25000
    27500
    30250
    Pre-paid expenses
    0
    30000
    33000
    Total current assets
    175000
    255000
    290375
    Fixed assets
    
    
    
    Leasehold
    100000
    100000
    100000
    Plant and equipment
    300000
    330000
    363000
    Less: Accumulated depreciation
    -5000
    -10500
    -16550
    Total Assets
    395000
    419500
    446450
    
    
    
    
    Liabilities and equity
    
    
    
    Current liabilities
    
    
    
    Accounts payable
    0
    45000
    49500
    Bank overdraft
    25000
    27500
    30250
    Total current liabilities
    25000
    72500
    79750
    
    
    
    
    Long term liabilities
    100000
    110000
    121000
    Total liabilities
    125000
    182500
    200750
    
    
    
    
    Owner's equity
    270000
    237000
    245700
    Retained earnings
    
    
    
    Total equity
    270000
    237000
    245700
    
    
    
    
    Total assets and liabilities
    395000
    419500
    446450
Profit and loss forecast
    Profit and loss account
    1
    2
    3
    Sales
    500000
    575000
    661250
    Cost of goods sold
    200000
    230000
    264500
    Gross Profit
    300000
    345000
    396750
    Operating expenses
    
    
    
    Wages
    50000
    55000
    60500
    Sales and advertisment
    40000
    36000
    32400
    Utilities
    10000
    11000
    12100
    Salaries
    70000
    77000
    84700
    Depreciation
    5000
    5500
    6050
    Total operating expenses
    175000
    184500
    195750
    Income before taxes
    125000
    160500
    201000
    Income tax @ 30%
    37500
    48150
    60300
    Net income
    87500
    112350
    140700
Expected cash flows
    Expected cash flows
    Sales
    500000
    Other income
    
    Owner's fund
    270000
    Debt
    100000
    Total cash available
    870000
    
    
    Cash outgoing
    
    Purchases
    225000
    Expenses
    150000
    Assets
    300000
    Other
    45000
    Total outgoing
    720000
    
    
    Cash balance
    150000
Break even analysis
    Break even analysis
    
    Fixed costs
    175000
    
    Variable costs
    15
    
    Selling price
    43
    
    
    
    
    Breakeven =
    6250
    units
The breakeven of the company will be 6250 units

https://www.commbank.com.au/business/can/business-templates-and-forms/financial-plan-template.html
Part 2:
Financial Report
· Products or services:
Paper bags are one of the most common product which is used across the market. It is used by a big retailer to a small retailer and all the individuals. Some of the major customers will include the...
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