LB5212 Accounting and Finance for Managers
The report should adhere to the following requirements:
- Report length should be no more than 3000 words, not including the Executive Summary, Appendices, or Bibliography.
- Executive summary (The first page of your report - one page absolute maximum, double spaced) It is essential that you obtain the JCU resource that describes what ‘a report’ is, and then demonstrate that you are able to comply with it.
- Contents page
- Introduction and explanation of the business and any important contextual information that assists in understanding the financial data you are analysing and presenting. (short but sufficient to provide context)
- Discussion and critical analysis of financial statements and accompanying material in the context of the particular business and economy, competitors, and any other relevant information and data that enhance understanding of the business’s financial situation
- Conclusion about the financial performance and position of the business, how you see its likely future performance and any other relevant conclusion supported by your analysis and discussion.
- An appendix containing details of your analysis; depending on which analytical tools you choose to use, this could include vertical and horizontal analysis, and ratios analysing the business’s liquidity, working capital management, solvency, capital structure and gearing, profitability and efficiency and market performance and other relevant areas that you discuss in the body of your report, trend analysis and so on.
- An appendix of the three core financial statements for the years that are analysed.
- Other relevant material that enhances your analysis and discussion
- ASSESSMENT TASK 2: DESCRIPTION
- This is a group task, groups of 2 or 3 students should work together to analyse and critically assess the performance and position of your chosen company. The assignment consists of a full financial analysis and assessment of a company listed on the Australian Stock Exchange. Students may select any company listed on the Australian Stock Exchange, and must obtain relevant financial statements from the company website (the three basic financial statements for each of the years that you analyse and discuss must be one of the appendices to your report), as well as relevant contextual and performance research from multiple sources. We suggest you use an industry with which you are familiar so that you can include relevant information and sensible data and deploy your industry knowledge to enhance your contextual analysis and discussion.
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LB5212 Accounting and Finance for Managers Rubric: grading criteria (30% of assessment) | |||||
Criteria | Unsatisfactory 0 to 49% |
Pass/Credit | Distinction | High Distinction | |
Ratio and other analysis Weight: 40% A2; SLO2; SLO3 |
Inadequate analysis breadth of analysis. Insufficient key ratios calculated and/or incorrect calculations. Excessive focus on describing the data; inadequate or no critical analysis and discussion. |
Some limited attempts to broaden analysis. Most key ratios included, mostly correct calculations, some analysis and discussion but incomplete and not wholly convincing. |
Broad choice of appropriate analytical tools and approaches, key ratios are included, mostly correct calculations, sound and thorough analysis and discussion. |
Excellent breadth and depth of analysis. all key ratios included, correct calculations. Excellent critical analysis and discussion. | |
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Contextual research of company, industry and environment; Current, relevant, research and data sources referenced in appropriate style Weight: 20% S2; A2 | Demonstrates little or no relevant research evidence to support ideas. Limited or no APA referencing, with errors. |
Demonstrates basic use of relevant research evidence from a limited array of sources to support ideas that are appropriate for the topic with some APA referencing errors. |
Demonstrates good use of relevant research evidence from numerous sources to support ideas that are appropriate for the topic with accurate APA referencing. |
Demonstrates extensive and accurate use of relevant research evidence from an array of related sources to support ideas that are appropriate for the topic. Accurate APA referencing.plusaccurate, credible, relevant, current data sources. | |
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Conforms with expectations for writing a professional report. Weight: 10% S2 |
Demonstrates little or no ability to apply suitable conventions particular to a professional report including appropriate presentation, structure, style and format. |
Demonstrates basic ability to apply some suitable conventions particular to a professional report including appropriate presentation, structure, style and format. |
Demonstrates sound ability to apply most suitable conventions particular to a professional report including appropriate presentation, structure, style and format. |
Demonstrates excellent ability to apply all suitable conventions particular to a professional report including appropriate presentation, structure, style and format. | |
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Sentence construction; grammar; punctuation & spelling. Weight: 10% S2 |
Language used is not clear and /or does not convey meaning to readers. It contains frequent grammatical and/or spelling errors. |
Uses appropriate language that generally conveys meaning to the readers, although writing may include some errors. |
Uses appropriate language that conveys meaning to readers with clarity and minimal errors. |
Uses excellent language that clearly and concisely conveys meaning to readers with few or no errors. | |
Sub-total group assignment (out of 80) | |||||
List of companies:
SGP | Stockland | ||
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TLS |
Telstra | ||
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QAN | Qantas Airways limited | ||
MGR | Mirvac Group | ||
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AIO | Asciano Ltd | ||
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AMC | Amcor Ltd | ||
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AZJ |
Aurizion Holdings | ||
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BXB |
Brambles Ltd | ||
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CPU | Computer share Ltd | ||
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CWN | Crown Resorts Ltd | ||
FMG | Fortescue Metals Group Lrd | ||
NCM | Newcrest Mining Ltd | ||
ORG | Origin Energy Ltd | ||
ORI | Orica Ltd | ||
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RHC | Ramsay Healthcare Ltd | ||
SEK | Seek Ltd | ||
TOL | Toll Holdings Ltd | ||
SUN | Suncorp Group Ltd | ||
WPL | Woodside Petroleum Ltd | ||
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ABC | Adelaide Brighton Ltd | ||
ASX | ASX Ltd | ||
AWC | Alumina Ltd | ||
BLD | Boral Ltd | ||
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BOQ | Bank of QLD Ltd | ||
BPT | Beach Energy Ltd | ||
BSL | Bluescope Steel Ltd | ||
CAR | Carsales.com Ltd | ||
COH | Cochlear Ltd | ||
CSR | CSR Ltd | ||
CTX | Caltex Australia Ltd | ||
DLX | Dulux Group Ltd | ||
GNC | Graincorp Ltd | ||
HVN | Harvey Normal Ltd | ||
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NVT | Navitas Ltd | ||
PPT | Perpetual Ltd | ||
TTS | Tatts Group Ltd | ||
WOR | Worleyparsons Ltd | ||
TMP | TPG Telecom Ltd | ||
TAH | Tabcopr Holdings Ltd | ||
TWE | Treasury Wine Estates Ltd | ||
