Budget jul-jun SBG Travel 445 Swanston Street Melbourne VIC 3000 Profit & Loss [Budget] July 2016 through March 2017 10/18/17Page 1 10:36:33 AM...


You will be required to prepare a short power point presentation ( no more than 5 minutes) identifying your key last quarter Budget assumptions, key Income Statement variances and give explanations for the possible causes of the variation and potential action to ensure this does / does not happen again for the future.




Budget jul-jun SBG Travel 445 Swanston Street Melbourne VIC 3000 Profit & Loss [Budget] July 2016 through March 2017 10/18/17Page 1 10:36:33 AM JulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneTotal Income Airline Travel Air Tickets Commission$480,000.00$330,000.00$330,000.00$360,000.00$360,000.00$645,000.00$633,000.00$366,000.00$360,000.00$385,000.00$390,000.00$410,000.00$5,049,000.00 Total Airline Travel$480,000.00$330,000.00$330,000.00$360,000.00$360,000.00$645,000.00$633,000.00$366,000.00$360,000.00$385,000.00$390,000.00$410,000.00$5,049,000.00 Hotels Hotels Commission$270,000.00$270,000.00$200,000.00$210,000.00$260,000.00$281,000.00$400,000.00$280,000.00$205,000.00$264,000.00$210,000.00$235,000.00$3,085,000.00 Total Hotels$270,000.00$270,000.00$200,000.00$210,000.00$260,000.00$281,000.00$400,000.00$280,000.00$205,000.00$264,000.00$210,000.00$235,000.00$3,085,000.00 Cruise Sales Cruise Commission$250,000.00$262,500.00$87,500.00$100,000.00$112,500.00$162,500.00$162,500.00$137,500.00$150,000.00$118,000.00$124,000.00$132,000.00$1,799,000.00 Total Cruise Sales$250,000.00$262,500.00$87,500.00$100,000.00$112,500.00$162,500.00$162,500.00$137,500.00$150,000.00$118,000.00$124,000.00$132,000.00$1,799,000.00 Car Rental Car Rental Commission$14,500.00$12,000.00$7,500.00$7,500.00$4,500.00$17,500.00$20,000.00$5,500.00$7,500.00$10,500.00$8,500.00$9,500.00$125,000.00 Total Income$1,014,500.00$874,500.00$625,000.00$677,500.00$737,000.00$1,106,000.00$1,215,500.00$789,000.00$722,500.00$777,500.00$732,500.00$786,500.00$10,058,000.00 Cost Of Sales Gross Profit$1,014,500.00$874,500.00$625,000.00$677,500.00$737,000.00$1,106,000.00$1,215,500.00$789,000.00$722,500.00$777,500.00$732,500.00$786,500.00$10,058,000.00 Expenses General & Administrative Exp Accounting & Audit Fees$35,000.00$0.00$0.00$0.00$0.00$75,200.00$0.00$0.00$0.00$0.00$0.00$125,000.00$235,200.00 Legal Fees$45,000.00$35,000.00$0.00$0.00$0.00$101,000.00$0.00$0.00$0.00$0.00$0.00$85,000.00$266,000.00 Depn - Equipment$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$36,000.00 Depn - Fittings & Fixtures$2,961.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$2,958.00$35,499.00 Postage$353.00$325.00$355.00$300.00$250.00$920.00$150.00$355.00$320.00$315.00$345.00$360.00$4,348.00 Office Supplies & Comp Exps$23,220.00$1,425.00$852.00$951.00$1,025.00$850.00$750.00$655.00$785.00$850.00$890.00$910.00$33,163.00 Freight Paid$2,620.00$3,620.00$4,500.00$5,681.00$10,250.00$12,520.00$15,200.00$16,200.00$17,800.00$19,500.00$21,500.00$23,200.00$152,591.00 Stationery$6,110.00$852.00$752.00$652.00$1,020.00$1,200.00$1,300.00$1,400.00$1,500.00$1,100.00$1,250.00$1,340.00$18,476.00 Insurance$8,520.00$6,511.00$5,200.00$4,500.00$5,400.00$6,500.00$4,821.00$5,200.00$5,300.00$5,400.00$5,600.00$5,400.00$68,352.00 Total General & Administrative Exp$126,784.00$53,691.00$17,617.00$18,042.00$23,903.00$204,148.00$28,179.00$29,768.00$31,663.00$33,123.00$35,543.00$247,168.00$849,629.00 Finance Expenses Bank Charges$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$1,800.00 Promotions Advertising$186,250.00$186,250.00$141,250.00$186,250.00$186,250.00$186,250.00$186,250.00$186,250.00$186,250.00$204,875.00$204,875.00$204,875.00$2,245,875.00 Travel & Entertainment$21,373.00$21,368.00$21,368.00$21,368.00$21,368.00$21,368.00$21,368.00$21,368.00$21,368.00$23,500.00$23,500.00$23,500.00$262,817.00 Business Promotions$201,314.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$221,500.00$221,500.00$221,500.00$2,476,358.00 Total Promotions$408,937.00$408,936.00$363,936.00$408,936.00$408,936.00$408,936.00$408,936.00$408,936.00$408,936.00$449,875.00$449,875.00$449,875.00$4,985,050.00 Employment Expenses Training & Seminars$35,450.00$21,008.00$9,500.00$25,841.00$21,008.00$21,008.00$25,862.00$21,008.00$21,008.00$23,600.00$23,600.00$23,600.00$272,493.00 Superannuation$10,417.00$15,620.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$11,500.00$11,500.00$11,500.00$133,428.00 Wages & Salaries$109,615.00$164,426.00$109,615.00$109,615.00$109,615.00$109,615.00$109,615.00$109,615.00$109,615.00$121,500.00$121,500.00$121,500.00$1,405,846.00 Workers' Compensation$3,837.00$5,751.00$3,837.00$3,837.00$3,837.00$3,837.00$3,837.00$3,837.00$3,837.00$4,300.00$4,300.00$4,300.00$49,347.00 Other Employer Oncost Exps$38,365.00$57,551.00$38,365.00$38,365.00$38,365.00$38,365.00$38,365.00$38,365.00$38,365.00$42,500.00$42,500.00$42,500.00$491,971.00 Total Employment Expenses$197,684.00$264,356.00$171,730.00$188,071.00$183,238.00$183,238.00$188,092.00$183,238.00$183,238.00$203,400.00$203,400.00$203,400.00$2,353,085.00 Occupancy Costs Electricity$0.00$25,850.00$0.00$0.00$25,120.00$0.00$0.00$36,210.00$0.00$0.00$41,230.00$0.00$128,410.00 Gas$0.00$1,025.00$0.00$0.00$1,200.00$0.00$0.00$1,025.00$0.00$0.00$1,345.00$0.00$4,595.00 Rent$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$50,000.00$600,000.00 Water$0.00$10,000.00$0.00$0.00$9,500.00$0.00$0.00$8,520.00$0.00$0.00$9,450.00$0.00$37,470.00 Telephone & Communications$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,750.00$3,750.00$3,750.00$42,750.00 Repairs and Maintenance$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,500.00$3,800.00$3,900.00$3,850.00$43,050.00 Total Occupancy Costs$57,000.00$93,875.00$57,000.00$57,000.00$92,820.00$57,000.00$57,000.00$102,755.00$57,000.00$57,550.00$109,675.00$57,600.00$856,275.00 Total Expenses$790,555.00$821,008.00$610,433.00$672,199.00$709,047.00$853,472.00$682,357.00$724,847.00$680,987.00$744,098.00$798,643.00$958,193.00$9,045,839.00 Operating Profit$223,945.00$53,492.00$14,567.00$5,301.00$27,953.00$252,528.00$533,143.00$64,153.00$41,513.00$33,402.00-$66,143.00-$171,693.00$1,012,161.00 Other Income Other Expenses Income Tax Expense$67,185.00$21,146.00$3,470.00$3,690.00$13,336.00$75,008.00$162,043.00$23,902.00$11,998.00$10,000.00$0.00$0.00$391,778.00 Total Other Expenses$67,185.00$21,146.00$3,470.00$3,690.00$13,336.00$75,008.00$162,043.00$23,902.00$11,998.00$10,000.00$0.00$0.00$391,778.00 Net Profit / (Loss)$156,760.00$32,346.00$11,097.00$1,611.00$14,617.00$177,520.00$371,100.00$40,251.00$29,515.00$23,402.00-$66,143.00-$171,693.00$620,383.00 Actual jul-jun SBG Travel 445 Swanston Street Melbourne VIC 3000 Profit & Loss Statement July 2016 through June 2017 10/9/17Page 1 10:20:25 AM JulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneTotal Income Airline Travel Air Tickets Commission$480,000.00$330,000.00$330,000.00$360,000.00$360,000.00$645,000.00$633,000.00$366,000.00$360,000.00$342,545.45$409,090.91$438,954.54$5,054,590.90 Total Airline Travel$480,000.00$330,000.00$330,000.00$360,000.00$360,000.00$645,000.00$633,000.00$366,000.00$360,000.00$342,545.45$409,090.91$438,954.54$5,054,590.90 Hotels Hotels Commission$295,000.00$295,000.00$191,000.00$210,000.00$270,000.00$270,000.00$350,000.00$290,000.00$205,000.00$178,000.01$281,681.81$252,981.82$3,088,663.64 Total Hotels$295,000.00$295,000.00$191,000.00$210,000.00$270,000.00$270,000.00$350,000.00$290,000.00$205,000.00$178,000.01$281,681.81$252,981.82$3,088,663.64 Cruise Sales Cruise Commission$250,000.00$262,500.00$87,500.00$100,000.00$112,500.00$162,500.00$162,500.00$137,500.00$150,000.00$172,727.27$114,181.82$186,445.46$1,898,354.55 Total Cruise Sales$250,000.00$262,500.00$87,500.00$100,000.00$112,500.00$162,500.00$162,500.00$137,500.00$150,000.00$172,727.27$114,181.82$186,445.46$1,898,354.55 Car Rental Car Rental Commission$14,500.00$12,000.00$7,500.00$7,500.00$4,500.00$17,500.00$20,000.00$5,500.00$7,500.00$24,745.46$11,272.73$18,727.27$151,245.46 Total Income$1,039,500.00$899,500.00$616,000.00$677,500.00$747,000.00$1,095,000.00$1,165,500.00$799,000.00$722,500.00$718,018.19$816,227.27$897,109.09$10,192,854.55 Cost Of Sales Gross Profit$1,039,500.00$899,500.00$616,000.00$677,500.00$747,000.00$1,095,000.00$1,165,500.00$799,000.00$722,500.00$718,018.19$816,227.27$897,109.09$10,192,854.55 Expenses General & Administrative Exp Accounting & Audit Fees$35,000.00$0.00$0.00$0.00$0.00$75,200.00$0.00$0.00$0.00$100,000.00$0.00$45,000.00$255,200.00 Legal Fees$45,000.00$35,000.00$0.00$0.00$0.00$97,500.00$0.00$3,500.00$0.00$0.00$290,909.09$78,520.00$550,429.09 Depn - Equipment$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$36,000.00 Depn - Fittings & Fixtures$2,961.00$2,961.00$2,961.00$2,961.00$2,961.00$2,961.00$2,961.00$2,961.00$2,937.00$2,958.00$2,958.00$2,958.00$35,499.00 Postage$355.00$355.00$355.00$355.00$355.00$355.00$355.00$355.00$488.00$290.91$518.18$390.91$4,528.00 Office Supplies & Comp Exps$23,220.00$1,425.00$852.00$951.00$1,025.00$850.00$750.00$655.00$785.00$4,926.98$2,006.03$8,365.00$45,811.01 Freight Paid$2,620.00$3,620.00$4,500.00$5,681.00$10,250.00$12,520.00$15,200.00$16,200.00$17,800.00$20,420.00$28,425.00$78,580.00$215,816.00 Stationery$6,110.00$852.00$752.00$652.00$1,020.00$1,200.00$1,300.00$1,400.00$1,500.00$650.00$1,400.00$960.00$17,796.00 Insurance$8,520.00$6,511.00$5,200.00$4,500.00$5,400.00$6,500.00$4,821.00$5,200.00$5,300.00$6,054.55$6,054.55$6,054.55$70,115.65 Total General & Administrative Exp$126,786.00$53,724.00$17,620.00$18,100.00$24,011.00$200,086.00$28,387.00$33,271.00$31,810.00$138,300.44$335,270.85$223,828.46$1,231,194.75 Finance Expenses Bank Charges$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$150.00$50.00$300.00$138.00$1,838.00 Promotions Advertising$186,250.00$186,250.00$141,250.00$186,250.00$186,250.00$186,250.00$186,250.00$186,250.00$186,250.00$140,000.00$185,500.00$166,950.00$2,123,700.00 Travel & Entertainment$21,370.00$21,370.00$21,370.00$21,370.00$21,370.00$21,370.00$21,370.00$21,370.00$21,357.00$0.00$11,127.27$0.00$203,444.27 Business Promotions$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,318.00$201,314.00$80,000.00$264,780.00$14,500.00$2,171,138.00 Total Promotions$408,938.00$408,938.00$363,938.00$408,938.00$408,938.00$408,938.00$408,938.00$408,938.00$408,921.00$220,000.00$461,407.27$181,450.00$4,498,282.27 Employment Expenses Training & Seminars$35,450.00$21,008.00$9,500.00$25,841.00$21,008.00$21,008.00$25,862.00$21,008.00$21,008.00$15,000.00$13,600.00$5,500.00$235,793.00 Superannuation$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$10,413.00$17,514.74$11,613.76$11,613.73$11,613.75$135,659.98 Wages & Salaries$117,916.65$117,916.65$117,916.65$117,916.65$117,916.65$117,916.65$117,916.65$117,916.65$117,916.65$122,249.98$122,249.98$122,249.98$1,427,999.79 Workers' Compensation$3,837.00$3,837.00$3,837.00$3,837.00$3,837.00$0.00$3,837.00$3,837.00$10,284.74$4,278.76$4,278.74$4,278.75$49,979.99 Other
Oct 22, 2019
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