OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES...

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OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES REFERENCES, DIAGRAMS AND TABLES) DUE DATE 18 OCTOBER 2020 BY 11PM (23.00 HOURS) TOPIC – RESEARCH CASE STUDY ON CONSOLIDATED FINANCIAL STATEMENTS AND ASSOCIATED JOURNAL ENTRIES INCLUDING CONSOLIDATED WORKSHEETS. CASE STUDY – BASIL LIMITED and LINDA LIMITED – CONSOLIDATION AND GOODWILL ANALYSIS On 1 July 2019, BASIL Ltd acquired all the issued shares (ex-div.) of LINDA Ltd for $272 000. At this date the financial statements of Lucky Ltd showed the following balance in its accounts: Share Capital $150 000 General Reserve 40 000 Retained Earnings 80 000 Dividend Payable 20 000 Goodwill 10 000 At 1 July 2019, all identifiable assets and liabilities of Linda Ltd were recorded at amounts equal to the fair value. The financial statements of Basil Ltd and Linda Ltd at 30 June 2020 contained the following information: Basil Ltd $ Linda Ltd $ Profit for the period 35 000 25 000 Retained earnings (1/7/2019) 90 000 80 000 Transfer form General Reserve 0 10 000 RETAINED EARNINGS (30/6/2020) 125 000 115 000 Share Capital 700 000 150 000 General Reserve 92 000 30 000 TOTAL EQUITY 917 000 295 000 Provisions 30 000 20 000 Payables 15 000 25 000 Long-term loans 50 000 110 000 TOTAL LIABILITIES 95 000 155 000 TOTAL EQUITY and LIABILITIES 1 012 000 450 000 Plant 600 000 820 000 Accumulated depreciation (295 000) (650 000) Fixtures 300 000 120 000 Accumulated depreciation (180 000) (80 000) Land 200 000 140 000 Brands 50 000 30 000 Shares in Linda Ltd 272 000 0 Goodwill 0 10 000 Inventories 45 000 40 000 Cash 5 000 7 000 Receivables 15 000 13 000 TOTAL ASSETS 1 012 000 450 000 REQUIRED 1. Prepare the acquisition analysis at 1 July 2019. (8 marks) 2. Prepare the consolidation worksheet entries at 30 June 2020, including journal entries for the Business Combination Valuation Reserve and Pre-acquisition entries. ( 12 marks) 3. Prepare the Consolidated Financial Statements for Basil Ltd’s group at 30 June 2020. You may use excel spreadsheet for the worksheets or use word as applicable. (18 marks) 4. Prepare Consolidated Statement of Profit or Loss and Other Comprehensive Income for the financial year ended 30 June 2020. (5 marks) 5. Prepare Consolidated Statement of Changes in Equity for the financial year ended 30 June 2020. (7 marks) 6. Prepare Consolidated Statement of Financial Position as at 30 June 2020. (10 marks) RUBRIC – MARKING CRITERIA QUESTIONS CRITERIA MAXIMUM MARKS INDIVIDUAL MARKS 1. Acquisition analysis Full calculations including goodwill 8 2. Business Combination and pre-acquisition entries Journal entries and supporting discussion and analysis 12 3. Consolidated worksheet for the Group Excel or Table format for the group including adjustments and Group Consolidation with supporting analysis 18 4. Consolidated Statement of Profit or Loss and other Comprehensive Income Preparation of Consolidated Statement of Profit and Loss and other Income 5 5. Consolidated Statement of Changes in Equity Preparation of Consolidated Statement in Equity 7 6. Consolidated Statement of Financial Position Preparation of Consolidated Statement of Financial Position 10 7. Other requirements Applicable accounting standards; Correct referencing; Grammar, spelling, and clarity of discussion and analysis 10 TOTAL MARKS FOR ASSIGNMENT 70 INDIVIDUAL MARK DIVIDE BY 2.8 25 CLASS PRESENTATION 5 OVERALL TOTAL MARKS 25 1 1 OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES REFERENCES, DIAGRAMS AND TABLES) DUE DATE 18 OCTOBER 2020 BY 11PM (23.00 HOURS) TOPIC – RESEARCH CASE STUDY ON CONSOLIDATED FINANCIAL STATEMENTS AND ASSOCIATED JOURNAL ENTRIES INCLUDING CONSOLIDATED WORKSHEETS. CASE STUDY – BASIL LIMITED and L INDA LIMITED – CONSOLIDATION AND GOODWILL ANALYSIS On 1 Ju ly 2019, BASIL Lt d acquired all the issued shares (ex - div.) of L I NDA Ltd for $272 000 . At this date the financial statements of Lucky Ltd showed the following balance in its accounts: Share Capital $150 000 General Reserve 40 000 Retained Earnings 80 000 Dividend Payable 20 000 Goodwill 10 000 At 1 July 2019, all identifiable assets and liabilities of L inda Ltd were recorded at amounts equal to the fair value. 1 OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES REFERENCES, DIAGRAMS AND TABLES) DUE DATE 18 OCTOBER 2020 BY 11PM (23.00 HOURS) TOPIC – RESEARCH CASE STUDY ON CONSOLIDATED FINANCIAL STATEMENTS AND ASSOCIATED JOURNAL ENTRIES INCLUDING CONSOLIDATED WORKSHEETS. CASE STUDY – BASIL LIMITED and LINDA LIMITED – CONSOLIDATION AND GOODWILL ANALYSIS On 1 July 2019, BASIL Ltd acquired all the issued shares (ex-div.) of LINDA Ltd for $272 000. At this date the financial statements of Lucky Ltd showed the following balance in its accounts: Share Capital $150 000 General Reserve 40 000 Retained Earnings 80 000 Dividend Payable 20 000 Goodwill 10 000 At 1 July 2019, all identifiable assets and liabilities of Linda Ltd were recorded at amounts equal to the fair value. OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES REFERENCES, DIAGRAMS AND TABLES) DUE DATE 18 OCTOBER 2020 BY 11PM (23.00 HOURS) TOPIC – RESEARCH CASE STUDY ON CONSOLIDATED FINANCIAL STATEMENTS AND ASSOCIATED JOURNAL ENTRIES INCLUDING CONSOLIDATED WORKSHEETS. CASE STUDY – BASIL LIMITED and LINDA LIMITED – CONSOLIDATION AND GOODWILL ANALYSIS On 1 July 2019, BASIL Ltd acquired all the issued shares (ex-div.) of LINDA Ltd for $272 000. At this date the financial statements of Lucky Ltd showed the following balance in its accounts: Share Capital $150 000 General Reserve 40 000 Retained Earnings 80 000 Dividend Payable 20 000 Goodwill 10 000 At 1 July 2019, all identifiable assets and liabilities of Linda Ltd were recorded at amounts equal to the fair value. The financial statements of Basil Ltd and Linda Ltd at 30 June 2020 contained the following information: Basil Ltd $ Linda Ltd $ Profit for the period 35 000 25 000 Retained earnings (1/7/2019) 90 000 80 000 Transfer form General Reserve 0 10 000 RETAINED EARNINGS (30/6/2020) 125 000 115 000 Share Capital 700 000 150 000 General Reserve 92 000 30 000 TOTAL EQUITY 917 000 295 000 Provisions 30 000 20 000 Payables 15 000 25 000 Long-term loans 50 000 110 000 TOTAL LIABILITIES 95 000 155 000 TOTAL EQUITY and LIABILITIES 1 012 000 450 000 Plant 600 000 820 000 Accumulated depreciation (295 000) (650 000) Fixtures 300 000 120 000 Accumulated depreciation (180 000) (80 000) Land 200 000 140 000 Brands 50 000 30 000 Shares in Linda Ltd 272 000 0 Goodwill 0 10 000 Inventories 45 000 40 000 Cash 5 000 7 000 Receivables 15 000 13 000 TOTAL ASSETS 1 012 000 450 000 REQUIRED 1. Prepare the acquisition analysis at 1 July 2019. (8 marks) 2. Prepare the consolidation worksheet entries at 30 June 2020, including journal entries for the Business Combination Valuation Reserve and Pre-acquisition entries. ( 12 marks) 3. Prepare the Consolidated Financial Statements for Basil Ltd’s group at 30 June 2020. You may use excel spreadsheet for the worksheets or use word as applicable. (18 marks) 4. Prepare Consolidated Statement of Profit or Loss and Other Comprehensive Income for the financial year ended 30 June 2020. (5 marks) 5. Prepare Consolidated Statement of Changes in Equity for the financial year ended 30 June 2020. (7 marks) 6. Prepare Consolidated Statement of Financial Position as at 30 June 2020. (10 marks) RUBRIC – MARKING CRITERIA QUESTIONS CRITERIA MAXIMUM MARKS INDIVIDUAL MARKS 1. Acquisition analysis Full calculations including goodwill 8 2. Business Combination and pre-acquisition entries Journal entries and supporting discussion and analysis 12 3. Consolidated worksheet for the Group Excel or Table format for the group including adjustments and Group Consolidation with supporting analysis 18 4. Consolidated Statement of Profit or Loss and other Comprehensive Income Preparation of Consolidated Statement of Profit and Loss and other Income 5 5. Consolidated Statement of Changes in Equity Preparation of Consolidated Statement in Equity 7 6. Consolidated Statement of Financial Position Preparation of Consolidated Statement of Financial Position 10 7. Other requirements Applicable accounting standards; Correct referencing; Grammar, spelling, and clarity of discussion and analysis 10 TOTAL MARKS FOR ASSIGNMENT 70 INDIVIDUAL MARK DIVIDE BY 2.8 25 CLASS PRESENTATION 5 OVERALL TOTAL MARKS 25 1 1 OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS (EXCLUDES REFERENCES, DIAGRAMS AND TABLES) DUE DATE 18 OCTOBER 2020 BY 11PM (23.00 HOURS) TOPIC – RESEARCH CASE STUDY ON CONSOLIDATED FINANCIAL STATEMENTS AND ASSOCIATED JOURNAL ENTRIES INCLUDING CONSOLIDATED WORKSHEETS. CASE STUDY – BASIL LIMITED and L INDA LIMITED – CONSOLIDATION AND GOODWILL ANALYSIS On 1 Ju ly 2019, BASIL Lt d acquired all the issued shares (ex - div.) of L I NDA Ltd for $272 000 . At this date the financial statements of Lucky Ltd showed the following balance in its accounts: Share Capital $150 000 General Reserve 40 000 Retained Earnings 80 000 Dividend Payable 20 000 Goodwill 10 000 At 1 July 2019, all identifiable assets and liabilities of L inda Ltd were recorded at amounts equal to the fair value. 1 OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100 CORPORATE ACCOUNTING ASSESSMENT INFORMATION – INDIVIDUAL ASSIGNMENT WORD LIMIT 2000 WORDS
Answered Same DayOct 16, 2021ACC3100Monash University

Answer To: OZFORD INSTITUTE OF HIGHER EDUCATION DEPARTMENT OF HIGHER EDUCATION TRIMESTER 2 2020 ACC3100...

Yash answered on Oct 18 2021
141 Votes
Solution:
1. Acquisition analysis at 1 July 2019:
Fair value of the identifiable assets & liabilities of M/s. Linda Ltd. acquired is $ 270,000. However, the consideration paid for the same is $ 2,72,000. Hence, $ 2,000 had been paid extra for the acquisition which will be treated as Goodwill in the consolidated financials.
Computation of Goodwill:
    Particulars
    Amount
    Consideration paid for the acquisition
    $ 272,000
    Less: Fair valu
e of net assets acquired
    $ 270,000*
    Value of Goodwill
    $ 2,000
*Computation of Fair value of net assets acquired
    Particulars
    Amount
    Share Capital
    $ 150,000
    General Reserve
    $ 40,000
    Retained Earnings
    $ 80,000
    Total
    $ 270,000
Note:
Treatment of Goodwill as envisaged in the AASB 3, Business Combinations - August 2015 were as follows:
i.) The acquirer shall recognise goodwill as of the acquisition date measured as the excess of (a) over (b) below:
(a)            the aggregate of:
(i)             the consideration transferred measured in accordance with this Standard, which generally requires acquisition-date fair value (see paragraph 37);
(ii)            the amount of any non-controlling interest in the acquiree measured in accordance with this Standard; and
(iii)           in a business combination achieved in stages (see paragraphs 41 and 42), the acquisition-date fair value of the acquirer’s previously held equity interest in the acquiree.
(b)            the net of the acquisition-date amounts of the identifiable assets acquired and the liabilities assumed measured in accordance with this Standard.
ii.) Further, In a business combination in which the acquirer and the acquiree (or its former owners) exchange only equity interests, the acquisition-date fair value of the acquiree’s equity interests may be more reliably measurable than the acquisition-date fair value of the acquirer’s equity interests. If so, the acquirer shall determine the amount of goodwill by using the acquisition-date fair value of the acquiree’s equity interests instead of the acquisition-date fair value of the equity interests transferred. To determine the amount of goodwill in a business combination in which no consideration is transferred, the acquirer shall use the acquisition-date fair value of the acquirer’s interest in the acquiree in place of the acquisition-date fair value of the consideration transferred (paragraph 32(a)(i)). Paragraphs B46–B49 provide related application guidance.
Hence, we had made the adjustment as per the requirement of AASB 3.
2.) Journal Entries for consolidation:
Plant---------------------------------Dr. $ 8,20,000 -
Fixtures----------------------------- Dr. $ 1,20,000 -
Land----------------------------------Dr. $ 1,40,000 -
Brands--------------------------------Dr. $ 30,000 -
Goodwill of Linda Ltd. --------------Dr. $ 10,000 -
Inventories-------------------------- Dr. $ 40,000 -
Cash-----------------------------------Dr. $ 7,000 -
Receivables ----------------------------Dr. $ 13,000 -
Goodwill----------------------------------Dr. $ 2,000 -
To Accumulated Depreciation - $ 7,30,000
To Investment in Linda     - $ 2,72,000
To Provisions - $ 20,000
To Payables - $ 25,000
To Long Term Loans - $ 1,10,000
To Retained Earnings - $ 25,000
(Being consolidation Entries recorded)
Note: Discussion & Analysis for this journal entry had given along with solution 3 below.
3.) Consolidated Financial Statement as at 30.06.2020
     
    Basil Ltd
    Linda Ltd
    Adjustment
    Remarks
    Consolidated Value as at 30.06.2020
    RETAINED EARNINGS (30/6/2020)
    $ 1,25,000.00
    $ 1,15,000.00
    $ -90,000.00
    Note b
    $ 1,50,000.00
    Share Capital
    $ 7,00,000.00
    $ 1,50,000.00
    $ -1,50,000.00
    Note c
    $ 7,00,000.00
    General Reserve
    $ 92,000.00
    $ 30,000.00
    $ -30,000.00
    Note d
    $ 92,000.00
    TOTAL EQUITY
    $ 9,17,000.00
    $ 2,95,000.00
    $ -2,70,000.00
     
    $ 9,42,000.00
    Provisions
    $ 30,000.00
    $ 20,000.00
     
     
    $ 50,000.00
    Payables
    $ 15,000.00
    $...
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