Microsoft Word - Case study 2020 S1 Q.docx DEPARTMENT OF ACCOUNTING AND CORPORATE GOVERNANCE ACCG8124 Taxation Law Session 1 2020 Case Study Information and Instructions • Weighting of this assessment...

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Microsoft Word - Case study 2020 S1 Q.docx DEPARTMENT OF ACCOUNTING AND CORPORATE GOVERNANCE ACCG8124 Taxation Law Session 1 2020 Case Study Information and Instructions • Weighting of this assessment task: 25% • Format of submission: Microsoft Word document, 12- point type, double spaced. • Method of submission: on-line, uploaded to iLearn • Due date and time: Monday, 4 May 2020, at 11pm. • Your written response to this assignment must be presented in a report format. Bullet points are not acceptable. • Responses to this assessment task must not exceed 2,000 words. • No extensions will be granted. There will be a deduction of 10% of the total available marks made from the total awarded mark for each 24 hour period or part thereof that the submission is late (for example, 25 hours late in submission – 20% penalty). This penalty does not apply for cases in which an application for special consideration is made and approved. No submission will be accepted after solutions have been posted. IMPORTANT: Ø You must cite relevant cases, ATO rulings, and legislative references to support your answers. Ø Your response must also provide reasons that explain and support your answers. On 1 July 2019, Ben and Maggie took over directly the whole shareholding in BM Fine Jewellery Pty Ltd. The company operates a jewellery shop in Southland shopping centre. They acquired this business by paying the previous owner cash of $400,000. This constitutes $300,000 for the shop while the balance of the consideration is for the Goodwill on acquisition. Details for the year ending 30 June 2020 are: Cash received $ Sales 960,000 Proceeds from disposal of land 300,000 Cash expenditure $ Trading stock 315,000 Wages(staff) 86,000 Electricity 9,500 Car expenses 6,500 Loan establishment cost 3,000 Interest expense 23,000 Advertising 4,200 Purchase of Hyundai station wagon 28,000 New equipment (computers, shelving and security system) 37,500 Miscellaneous expenditure 4,400 Travel (Jewellery fair) 4,500 Entertainment – client 2,450 Market research expenses 21,250 Notes: 1) Accounts receivable as at 30/6/2020 $55,000 2) The company sold its land for $300,000 in May 2020. The land had been originally acquired on 1 January 2000 at a cost of $280,000. The land is held for long-term investment. 3) Trading stock on hand – 1/7/2019 Nil Trading stock on hand – 30/6/2020 Cost $46,000 Replacement cost $58,000 Market selling value $65,000 4) Wages $1,800 of the wages are owing to staff 5) Car expenses: Hyundai station wagon, acquired on 1 May 2020: Cost $28,000 Running costs(excluding depreciation) $6,500 The effective life of the car is five years and that it is only used for the business purposes. 6) Jewellery fair On 1 March 2020, Maggie attended a jewellery fair in Hong Kong in order to update her knowledge on the latest jewellery designs and customer trends. The travel costs were $4,500. This amount covered the expenditure for airfare, accommodation and registration. 7) Acquired the following new equipment: 1 September 2019: Computer $10,500 15 October 2019: Shelving $24,500 1 January 2020: Security system $2,500 8 June 2020 Air conditioning (unpaid as at 30 June 2020) $25,000 8) Loan establishment costs and interest expenses On 1 August 2019, the company obtained a 10-year loan of $500,000 to fund business operations. 9) Goodwill of $100,000 was written off. 10) Market research expenses of $21,250 were incurred in examining the feasibility of opening a new store in Sydney CBD. REQUIRED Assuming Ben and Maggie want to maximise taxable income, 1. Advise Ben and Maggie on what amounts must be included in the company’s taxable income for the 2019/20 tax year. (22 Marks) 2. Calculate the taxable income and tax payable for the tax year ended 2019/20. (3 Marks)
Answered Same DayApr 22, 2021

Answer To: Microsoft Word - Case study 2020 S1 Q.docx DEPARTMENT OF ACCOUNTING AND CORPORATE GOVERNANCE...

Akash answered on May 04 2021
153 Votes
DEPARTMENT OF ACCOUNTING AND CORPORATE GOVERNANCE
ACCG8124 TAXATION LAW
SESSION 1 2020

CASE STUDY
Executive Summary
The assignment deals with the Australian Income Tax Assessment Act 1997. The computation of tax of BM Fine Jewellery private Limited has been done is this assignment. Ben and Maggie have taken over the shareholding of the company and the tax implications of the same has been discussed. In addition to that, the way out to
reduce the overall tax has been provided to ensure that Ben and Maggie do not end of paying higher tax. The computation of taxable profit has been done and additional information has been clearly explained in the notes to ensure that the reader understand the calculation of taxable income with ease.
Introduction
Every country has its own fiscal laws, some have direct tax laws, some have indirect tax laws, others have both and Country like Australia is no exception to it. According to Teo (2019), Australia has both direct tax laws like Wealth Tax, Income Assessment Tax and Indirect tax laws like GST, Stamp duty and etc. The given problem pertains to Income Assessment Act 1997 where income of the company needs to be computed as the said Act. As per the problem the whole shareholding of the company i.e. 100% shareholding of the company BM Fine Jewellery Pty Ltd was purchased by Ben and Maggie jointly.
Items to be included and computation of Taxable Income
Since the question is to compute the tax liability of a company hence it has to be dealt as per Corporate Taxation. Further, the turnover of the company during the fiscal year ending 30-06-2020 is less is $ 960,000 which is less than the specified limit, hence the taxable income shall be charged to income tax @ 27.5% and not 30%. Further, the turnover of the business is quite low and is eligible to be classified as Small Businesses.
The company is assumed to be following cash basis of accounting and shall be liable to pay tax on cash income only. As noted by Davis et al. (2019), cash basis of accounting means that the income which has been earned and received by the company shall be taxable and not the income which has been accrued. Accordingly, the taxable income of the company has been computed.
The calculation of the taxable income of the company BM Fine Jewellery Pty Ltd for the year ended 30-06-2020 has been computed in accordance with Income Tax Assessment Act 1997. Also the relevant notes is an essential part of this computation which has been given hereunder:-
    Computation of Taxable Income
    
    
    
    
    Particulars
    Amount
    Amount
    Sales [Note 1]
     
     9,60,000.00
     
    Less:- Receivables
     
     55,000.00
     
    Increase in Trading Stock
     
     65,000.00
     
    Net Operating Income
     
     
     9,70,000.00
    Less Expenditure:-
     
     
     
    Wages(staff)
    86,000
     
     
    Less:- Wages Due
    1,800
    84200
     
    Electricity
     
    9500
     
    Car Expenses
     
    6500
     
    Depreciation on car
     
    5600
     
    Depreciation on Other Assets
     
    14062.5
     
    Loan Establishment Cost
     
    3000
     
    Interest Expenses
     
    23000
     
    Advertising
     
    4200
     
    Miscellaneous Expenditure
     
    4400
     
    Travel (Jewellery Fair)
     
    4500
     
    Entertainment Client
     
    2450
     
    Market Research Expenses
     
    21250
     
    Total Expenditure
     
     
    182662.5
    Taxable Business Profit (A)
     
     
     11,52,662.50
     
     
     
     
    Computation of Capital Gain
    Proceeds from sale of Land
     
    300000
     
    Less:- Cost of Land
     
    280000
     
    Capital Gain (B)
     
     
    20000
    Total Taxable Income (A+B)
     
     
     11,72,662.50
    Tax Rate
    
    27.5%
    3,22,482
    
    
    
    
    Note - 1
    
    Calculation of depreciation
    
    Cost of Hyundai Car Wagon Car
     
    28000
    
    Life [In Years]
    5
    
    Depreciation
    5600
    
     
    
    Cost of computer
    10500
    
    Shelving
    24500
    
    Security System
    2500
    
    Total
    37500
    
    Diminshing Rate
    37.50%
    
    Depreciation
    14062.5
    
Note 1:
As already discussed above that the revenue of the company shall be taxable on receipt basis and not accrual basis. As noted by Krever and Mellor (2016), cash basis of accounting is important and also legally acceptable since it is unfair to give tax on an income which have not been received by the company. Hence an amount of $ 55000 which is yet to be received from the trade receivable has been reduced from the turnover. The same shall be taxable in the year when it shall be receipt by the...
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