you need to do client presentation pack(part B), this task related to partA, so i have uploaded part a questions and answers and also part B task guid as well. please find that. partA answers also made by you guys.
Finance&Investment Assessment3A:CaseStudyQuestions-55marks Considerthefollowinginformationaboutacompanyknownas“LogicaIndustrialLtd”.TheAustralian StockExchange(ASX)codeforthiscompanyis‘LOG’. LOGisapubliclylistedcompanythatinstallsandservicescomputersoftwaresystemsinNewSouthWales andVictoria.Italsoprovidesgoodstocontractorswhoinstallitssystemstoendusers.Logicafirstfloated ontheASXin2011.In2019,thecompanyrecorded$101millioninrevenueandanetprofitof$26million. Logicahasgrownitsbusinessovertheyearsviaacombinationoforganicgrowthandseveralstrategic takeovers.Tofacilitatethis,thecompanyhasusedacombinationofdebtandequity. YouaretheBusinessBankeratNorthpacBank,withwhomLogicacurrentlyconducttheirbankingand havebeentaskedwithprovidingfundingadvicetotheFinancialController,whohassentyouthe followingquestionsforareply.Researchtheanswerstotheirquestions,providingtheanswersbelow each,INYOUROWNWORDS. All answers must be in the student’s own words. Sourced materials should be referenced at conclusionofanswersbutsignificant paraphrasing or cutting and pasting of answers will result in half that questions marks being deducted. Question1–ShortTermFunding 14marks LOGneedstoborrow$700,000for90daystofundthepurchaseofnewstock.Todothis,thecompany decidestoissuePromissoryNotes(P-notes). a) Inyourownwords,explainwhataPromissoryNoteisincludinginyourresponse:10marks • whatdiscountsecuritiesareandwhytheyaretradeable;(3marks) • whataP-noteisandhowaP-notediffersfromaBillofExchange;(3marks) • whata‘creditrating’isandwhythisisimportantforLogicawhenissuingP-notes(1mark) b) IfthemarketyieldatthetimeofLOGissuingtheP-Notewas4.25%pa,whatamountwillLOG raiseontheissuedate?Includethecorrectformulainyouranswer.(4marks) Question2–TradeCredit 7marks Logicautilisescontractorstoinstallitssoftwaretoendusers.Tofacilitatetheprovisionofthese goods,thecompanyprovidesastandardtradefinancefacilitytothesecontractors. a) ExplainhowtradecreditoperatesandhowbothLogicaandthecontractorwouldbenefitfrom thistypeoffacility.(4marks) b) Calculatetheopportunitycostofaninvoicethatspecifiesthefollowingconditions:1.50/7, n/30.Includethecorrectformulaasshowallworkings.(3marks) Question3–MediumtoLongTermFundingDecisions 16marks Aswellasusingcontractorsforitssoftwareinstallations,LOGisestablishingadivisionof permanentlyemployedtechnicianswhoservicethesoftwareonceitsinstalled.Logicawishesto providecorporatecars/vanstothesetechnicianstoenablethemtotraveltoclientpremisesandis seekingNorthpacsadviceastohowtofundthisefficiently. a) YourecommendanoptionforLogicaisforthemtouseleasefinance.Explaintotheclientswho thepartiestoaleaseareanddistinguishbetween‘operatingleases’,‘financeleases’and‘sale andlease-backleases’.(10marks) b) Discuss4advantagesofleasing.InyourdiscussionoutlineonealternativemethodLogicacould usetofundtheacquisitionofthevehiclesandhowthatalternativecouldoperate.(6marks) Question4–Equity 5marks LOGisconsideringtheimplementationofaDividendReinvestmentSchemeforitsshareholders. a) ExplaintoLOGhowaDividendReinvestmentSchemewouldoperateandhowitsintroduction canassistLogicainraisingadditionalequityfunds.(3marks) b) LogicavaluesitsshareholdersandasksyoutoexplainhowaDividendReinvestmentScheme wouldbeofadvantagetotheirshareholders. (2marks) Question5–InterestRatesandEconomicOutlook 8marks ThedirectorsofLOGarehappytomoveforwardwiththeissueofsecuritiesthatyou recommendedearlier.Theywouldliketoknowwhatyourthoughtsareabouttheeconomyin generalandwhereinterestratesmighthead. a) Usingthecurrentyieldsresearchedinclasswithyourteacher,inputtheseintotheExcel SpreadsheetprovidedintheSubjectMoodleAssessmentTabtoconstructanappropriately labelledYieldCurveusingtheserates.(4marks) https://www.rba.gov.au/statistics/tables/#interest-rates b) LogicawishyoutooutlineyourviewsonhowtheAustralianEconomyisperforming.Usingthe YieldCurveyouconstructedina)explainwhatthecurrentYieldCurvesuggestsaboutthe Economyandpossiblefutureinterestrates,includingareferencetotheshapeofthegraphyou haveconstructed.(4marks) Referencing Allanswersmustbeinthestudent’sownwords.Sourcedmaterialsshouldbereferencedatconclusionof answersbutsignificant paraphrasing or cutting and pasting of answers will result in half the questions marks being deducted. ENDOFCASESTUDYQUESTIONS ACBUS104A Finance & Investment ASSESSMENT 3B CLIENT PRESENTATION PACK- Sem 2 2020 Checklist & Assessor Feedback Guide (in addition to Rubric) Student Name: Due Date of Assessment: Assessor Name: CHECKLIST – CLIENT PRESENTATION PACK Communication/Organisational Thought Title Page Cover slide with relevant details of adviser(student), who they are representing, client name etc. Y/N Completed and presented professionally in PowerPoint: Appropriate headings Maximum 90 words per slide, Appropriate spacing, fonts (professional), use of bullet points Y/N Y/N Y/N Maximum of 15 slides (including the Title page/Cover Slide) Y/N The presentation is reasonably able to be presented within the 30 minute timeframe Y/N Appropriate and engaging charts, diagrams and other suitable graphics have been included at appropriate points Y/N Content for Presentation All main concepts of the financial discussion have been included in the presentation: 1. Short term Funding: bullet point outline of P-notes, effect of change in interest rate on raising, possible change in credit rating for LOG 2. Trade Credit: bullet point outline of trade credit, effect of changing conditions on opportunity cost 3. Medium to Long Term Funding: bullet point outline of operating & finance leases/advantages and disadvantages 4. Economic Outlook: bullet point outline of new interest rate outlook on yield curve, what this says about economy going forward Y/N Y/N Y/N Y/N Slides have appropriate notes where relevant that may expand on what the student would add during a discussion Y/N Calculation Accuracy 1. Price raised on P-note using new rate is correct/ partially correct/ not covered 2. Changes to conditions on Opportunity cost within Trade Credit is correct/ partially correct/ not covered 3. New Yield curve is correct shape and explanation is coherent Y/N Y/N Y/N ACBUS107A Financial Planning Fundamentals ASSESSMENT 3B- CLIENT PRESENTATION SLIDE PACK< student="" name=""> SCORE: /100 GRADE: RUBRIC Fail (<50%) pass="" (50="" –="" 64%)="" credit="" (65="" –="" 74%)="" distinction="" (75="" –="" 84%)="" high="" distinction="" (85="" –="" 100%)="" score="" structure="" 25="" marks="" 0-12="" 12.5-16="" 16.5-18.5="" 19-21="" 21.5-25="" 25="" structure="" does="" not="" comply="" with="" requirements,="" no="" proper="" introduction,="" body="" and/or="" conclusion.="" slides="" are="" vague="" and/or="" hard="" to="" understand="" presentation="" is="" substantially=""><8 or="">10 slides No diagrams or charts used Minimal or no personalisation to the client. Structure complies with some requirements, adequate introduction, opening, body and/or conclusion. Slides are adequate Duration of the presentation is within 10% of 8 - 10 slides Few diagrams or charts have been used or minimal content An effort has been made to personalise to the client Structure complies with all of the requirements, good introduction, opening, body and/or conclusion. Slides are easy to understand Duration of the presentation is 8-10 slides. Good use of diagrams and charts Good personalisation of the presentation to the client. Structure complies all of the requirements, very good introduction, opening, body and/or conclusion. Slides are well designed and easy to understand Presentation is 8-10 slides. Very good use of diagrams and charts Very good personalisation of the presentation to the client. Structure complies all of the requirements, excellent introduction, opening, body and/or conclusion. Slides are very well designed and easy to understand Presentation is 8-10 slides. Excellent use of diagrams/aids and charts Excellent personalisation of the presentation to the client. Comment: Presentation -Communication 25 marks 0-12 12.5-16 16.5-18.5 19-21 21.5-25 /25 Content does not flow/or make sense Poor personalisation to client Jargon used without footnotes Scripted notes link poorly to each slide. Content flows throughout most of presentation/generally makes sense Some personalisation to client Jargon used has basic footnotes Scripted notes link to each slide. Good flow of content throughout presentation/ makes sense Good personalisation to client Jargon used has good footnotes Scripted notes link to each slide. Very good flow of content throughout presentation/ connecting points well Very good personalisation to client Jargon used has detailed footnotes Scripted notes link to each slide Excellent flow of content throughout presentation/draws client in Excellent personalisation to client Jargon used has detailed footnotes in layman’s terms Scripted notes link to each slide and next Comment: Presentation – Visual 25 marks 0-12 12.5-16 16.5-18.5 19-21 21.5-25 /25 Poor visual delivery/hard to read Presentation design is not professional Slides are either too sparse or too busy. Poor use of graphs and other suitable pictorials (eg. bullet points) Satisfactory visual delivery, adequate level of understanding is able to be achieved Presentation design is adequate and slides have minimum amount of information present. Adequate use of graphs and other suitable pictorials Good visual delivery, and level of understanding is able to be achieved Presentation design is good and slides have appropriate amount of information. Good use of graphs and other suitable pictorials Very good visual delivery, and level of understanding is achieved Presentation design is professional, and slides have the required appropriate amount of information. Very good use of graphs and other suitable pictorials Excellent visual delivery, and level of understanding is able to be achieved Presentation design is excellent, very professional and slides have the required appropriate amount of information. Excellent use of graphs and other suitable pictorials Comment: Technical Content 25 marks 0-12 12.5-16 16.5-18.5 19-21 21.5-25 /25 Content chosen is superficial, inadequate or incomplete Does not meet >50% of the Checklist requirements. Recommendations and other important issues (fees, disclosures, next steps etc) are not elaborated to an adequate level Content chosen is adequate but does not go beyond minimum required in script or slides Meets >50% of the Checklist requirements Recommendations (at least two areas of advice), most SMART goals, other important issues (fees, disclosures, next steps etc) are covered adequately Content chosen is good: goes somewhat beyond the minimum in script or slides Meets most of the Checklist requirements Recommendations (at least two areas of advice), SMART goals, other important issues (fees, disclosures, next steps etc) are elaborated to a satisfactory level Content chosen is very good: goes beyond the minimum in script or slides Meets all of the Checklist requirements with additions Recommendations (at least two areas of advice) & SMART goals and other important issues (fees, disclosures, next steps etc) are elaborated to a high level Content chosen is excellent: goes well beyond the minimum in script or slides Exceeds all of the Checklist requirements Recommendations (at least two areas of advice) & SMART goals and other important issues (fees, disclosures, next steps etc) are elaborated to a very high level Comment: Weighting = 20% TOTAL SCORE out of 100 /100 Assessment 3B- Client Presentation Pack Subject Code: ACBUS104A Subject Name: Finance & Investments Course Name: Diploma/Bachelor of Applied Commerce Semester 2 2020 – 10/10/20 Assessment 3B- ACBUS104A Finance & Investment, Semester 2, 2020 @TAFE NSW Higher Education Semester 2, 2020 2 Assessment 3B Client Presentation Pack Weighting: 20 % Learning Outcomes: 3, 4 Graduate Attribute: 1, 2, 3, 5, 6 Due date: Week 12 – Sun 1 Nov 11.59pm This assessment is due on Sunday 1 Nov at 11.59pm to be uploaded via the Turnitin link on the subject Moodle. For this assessment, you are required to utilise the Case Study and questions from Part A of Assessment 3 (see Assessment Task details below) to present some of the information you prepared for the client then, as well as some hypothetical changes that have occurred since then. Given the rapid changes occurring in markets as COVID19 unfolds, your client has delayed actioning the concepts you covered in Part A. In this new scenario, interest rates have changed and you need to update some of your calculations/outlooks and prepare a succinct slide pack to present the original issues to the client and how the changes to interest rates have affected some of these issues. The updated scenario: Several months have elapsed since you first met with Logica (LOG), during which time they did not undertake any new financial actions. LOG has weathered COVID19 relatively well, with stronger demand for its computer software systems given the demand for staff to work from home. Remarkably, Australia has done fairly well in managing the crisis seeing most sectors of the economy opening up domestically, and Australians spending slightly more on internal tourism, construction and interstate trade. As a result, the RBA has just announced that interest rates are increasing. Assessment Task: Utilising the Checklist attached (for content) and Powerpoint Guidelines below (for layout), you are required to prepare a Powerpoint presentation covering the following issues: 1. Short term funding: 1-2 slides covering Case StudyQ1a (points on discount securities etc) and the change to the amount LOG will raise if P-Notes now have a market yield of 4.50%pa (Q1b). 2. Trade Credit: 1-2 slides covering Q2a and how the opportunity cost of invoicing will change if Logica adopts the following conditions: 1.25/10, n/30 (Q2b). 3.