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22420 Accounting Standards & Regulations Subject Notes

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22420 ACCOUNTING STANDARDS &

REGULATIONS SUBJECT NOTES

TABLE OF CONTENTS

MODULE 1: A FRAMEWORK FOR FINANCIAL REPORTING ... 2

MODULE 2: REPORTING PERFORMANCE... 5

MODULE 3: INTRODUCTION TO ASSETS; INVENTORY AND PPE ... 7

MODULE 4: INTANGIBLE ASSETS ... 12

MODULE 5: NATURAL RESOURCES ... 14

MODULE 6: LIABILITIES ... 17

MODULE 7: LEASES ... 20

MODULE 8: FOREIGN CURRENCY ... 22

MODULE 9: FINANCIAL INSTRUMENTS 1 ... 24

MODULE 10: FINANCIAL INSTRUMENTS 2 ... 26

MODULE 11: ACCOUNTING FOR TAX ... 28

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7

MODULE 3: INTRODUCTION TO ASSETS; INVENTORY AND PPE

• Information content of assets: association between asset revaluations and stock market returns (market values of assets vs historical cost)

• Incentives to “adjust” assets for reasons including:

o Debt covenants – firms with higher leverage more likely to boost asset values

o Bonus targets – eg. adjusting ROA to look profitable

o Reasons to increase revenue – classifying spending as asset, impairments in short term decrease profitability but can have positive impact in longer term

1. Definition of Asset – economic resource controlled by entity that produces a right (eg. purchase contract) to future economic benefits

2. Recognition criteria of asset – probability of economic benefits is >50%, cost can be reliably measured with low uncertainty

AASB102 Inventories:

o Finished goods held for sale in ordinary course of business, goods held in production process, materials for production

2. Recognition & measurement –

▪ Initially recorded at cost – all costs of purchase, conversion and other costs incurred in bringing inventories to present location and condition

▪ Subsequently measured at Lower of cost and NRV (NRV = disposal price – costs of sale) → Cost is periodically compared to NRV to determine if sale will recover at least the cost

▪ Items not interchangeable = use specific ID eg. Ferarri

▪ Other items = use FIFO or WAC 3. Recognised as an expense when:

▪ Sold in the period revenue is recognised → record COGS at amount of cost (cost formulas – FIFO, WAC)

▪ Written down → when NRV declined below < Cost, record COGS at NRV and move remainder to Inventory Write Down Expense

o Doing a write-down –

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8

• Dr Loss due to Inventory Write-down, Cr Inventory

• or Dr Inventory Write-down Expense

o Reversal of write-down – if circumstances that caused write-down have lifted

• Dr Inventory, Cr COGS

• Max amount of reversal only up to original write-down 4. Disclosures: Policies adopted, carrying amounts of inventory, amount of

inventory expensed during the period, amount of write-downs & reversals of write-downs

AASB116 Property, Plant and Equipment:

o Tangible items held for use in production or supply of goods/services, rental to others, or admin purposes, and expected use > 1 period

1. Initial Recognition & Measurement – capitalising on expenses if recognition criteria is met, then measured at cost

o Cost:

▪ Cash/equivalents paid or fair value of other consideration (eg. a car) given to acquire asset

▪ Elements – purchase price (incl. taxes, but not GST), costs of bringing asset to location & condition (incl. borrowing costs), dismantling/removing item

▪ Initial and Subsequent costs (after purchase that increase future benefits)

2. Subsequent Measurement:

▪ Depreciation – each part of an item with significant cost in relation to total cost must be depreciated separately eg. planes – engines, body

Dr Dep. Expense, Cr Accum. Dep.

▪ Depreciable amount = [Cost – Residual Value] ÷ Useful life

• Residual value – estimated amount from disposal of asset

• Useful life – period available for use or units of production to be obtained

▪ Carrying Amount (CA) = Asset at cost – Acc. Dep. – Acc. Imp. Losses

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20

MODULE 7: LEASES

• Leases – contract that conveys the right to use an asset for a period of time in exchange for consideration eg. rental car, aircraft

• AASB117 Operating lease NOT LIAB – asset is at cost, small lease payments, small lease term, always returned, less risk/rewards for lessee (eg. cancellable)

AASB16 Leases:

o Finance lease LIAB –

▪ asset is at FV,

▪ transferring substantially all risks/rewards of ownership of asset to lessee,

▪ lease term = major part of economic life, PVLP = substantially all of FV,

▪ lessee may own asset at end, non-cancellable (commitment/present obligation)

o Lessee (borrower) must have right to obtain all economic benefits & to direct use of asset

LESSEE’S PERSPECTIVE:

1. Initial measurement –

• Liability:

o = PV of lease payments that are unpaid at commencement o Lease payments → required periodic payments, guaranteed RV

(added to last payment, then PVed), bargain purchase option, lease termination penalties, EXCLUDE period 0 payments in advance & insurance/maintenance costs

• Asset (ROU asset):

o = PV of lease payments + any lease payments made before commencement + initial direct costs + removal costs

Dr ROU asset, Cr Lease liability 2. Subsequent measurement –

• Liability:

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