FIN600_Assessment 2_Case Study Report Page 1 of 10
ASSESSMENT 2 BRIEF
Subject Code and Title FIN600 Financial Management
Assessment Case Study Report
Individual/Group Individual
Length 3000 words
Learning Outcomes
This assessment addresses the following subject
learning outcomes:
a) Apply the key theories and principles of financial
management within varying contexts.
) Critically evaluate the role and content of each of the
four main financial statements as sources of quantitative
data, and their impact on business decision making.
c) Investigate and evaluate the range of issues involved
in the different types of funding.
d) Understand and evaluate budgets and their impact on
long and short-term business decisions.
e) Critically analyse financial statements using effective
strategies and apply accountancy information for
informed managerial decision-making.
Submission 12 Week Delivery: Due by 11:55 pm Sydney time Sunday
of week 11 (End of Module 6.1)
Weighting 50%
Total Marks 50 marks
Context
The purpose of the assignment is to provide you with the opportunity to apply the
knowledge and skills acquired in FIN600 Financial Management, to a practical task, involving
the use of ‘real‐world’ accounting information. This is intended to consolidate your
accounting knowledge and skills.
FIN600_Assessment 2_Case Study Report Page 2 of 10
Instructions
The basic requirement is to undertake a general financial analysis, comparing financial
position and performance over the two most recent financial years, of an ASX listed
company. Your Learning Facilitator will provide the details of the ASX listed company.
The annual report for the chosen company should be available on the company website
and/or will be provided by your Learning Facilitator.
Note: Assessment 2 submissions based on the inco
ect company or a company not
chosen by the Facilitator will be regarded as a Non-Submission and no grade will be
allocated.
Non-Submissions of Assessment 2 will prohibit a Supplementary assessment for the
student.
The analysis should consider each of the following financial ratios:
- profitability and market performance
- efficiency,
- liquidity,
- capital structure
Note: Please use the ‘consolidated’ data in conducting your analysis.
You are only required to look at the most recent financial report. For those ratios which
involve averages, you will calculate an average for the most recent year only, the prior
year ratio calculation will NOT consider average calculations.
FIN600_Assessment 2_Case Study Report Page 3 of 10
This assignment will contain two elements:
1. Schedule(s) of relevant ratios and other useful calculations
- The detailed calculation of relevant ratios and other useful calculations should be
included, as one appendix, prepared using Excel. An example template is provided
under the assessment 2 information, FIN600 Assessment 2 Appendix template.xls.
- You will be advised by your facilitator as to which ratios to calculate.
- You are advised to show the formulae used in determining particular ratios and
other figures.
2. A written report
The written report is the main element of this assessment. A sample template is
provided under the assessment 2 information, FIN600 Assessment 2 report
template.doc.
The written report should:
- Explain what is revealed by the ratios and other calculations, in the context of the
company’s profitability, asset efficiency, liquidity, capital structure, and market
performance.
- In particular, any important changes over the two financial years should be
identified, discussed and, where possible, explained.
- Provide an overall assessment of whether the company, over the recent financial
year, has been better than the previous financial year, in the perspective of existing
equity investors (shareholders).
In preparing this report, students should:
- analyse the financial statements of the business;
- identify key ratios and apply ratio analysis;
- argue the case of why the organisation may or may not succeed in the future and
what the business should be doing to help it succeed;
- consider the impact of the political and competitive environment on the business;
- include external factors that need to be taken into consideration and the likelihood
of a merger or acquisition;
- provide a recommendation, that is, would you invest in this company after your own
analysis or under what circumstances would you buy/save the business?
FIN600_Assessment 2_Case Study Report Page 4 of 10
The assignment is to comply with the University’s General Guide for the Presentation of
Academic Work. Please see more information here: https:
laureate-
au.blackboard.com/webapps
lackboard/content/listContent.jsp?course_id=_20163_1&co
ntent_id=_2498849_1
Points to consider
i. You are encouraged to seek and use additional public information about the
company from sources, other than the annual report (for example, the internet,
journal articles, newspapers, and business magazines).
ii. However, it is NOT envisaged that you will be engaged in extensive research of
this nature and it is expected that the annual report will be the primary resource
elied upon, in completing the assignment.
iii. You are asked NOT to try and make direct personal contact with the company or
its officers (for example by telephone, fax, letter or email), in an attempt to
gather further information.
iv. It is important to note that you must NOT reproduce company promotional
material from the annual report or company website and represent it as critical
analysis.
v. You will be provided relevant share price data for the company by your facilitator
so that investment ratios (such as a price earnings ratio) can be calculated.
vi. You may find it useful to consult accounting references, in addition to the
prescribed text, which deals with the analysis and interpretation of company
financial reports.
vii. As this is a Masters-level subject, students are expected to engage with high
quality credible resources (eg. academic journal articles) to support and
develop arguments and position statements, using the To
ens University
Li
ary: http:
li
ary.laureate.net.au. References to ‘Wikipedia’ or similar
unsubstantiated sources will not be accepted.
viii. It is essential that you use the appropriate APA 6th referencing style, for
citing and referencing research. The assignment is to include in-text
citations and a reference list following the appropriate APA 6th referencing
style. Please see more information on referencing here:
https:
li
ary.to
ens.edu.au/academicskills/apa/tool
https:
laureate-au.blackboard.com/webapps
lackboard/content/listContent.jsp?course_id=_20163_1&content_id=_2498849_1
https:
laureate-au.blackboard.com/webapps
lackboard/content/listContent.jsp?course_id=_20163_1&content_id=_2498849_1
https:
laureate-au.blackboard.com/webapps
lackboard/content/listContent.jsp?course_id=_20163_1&content_id=_2498849_1
http:
li
ary.laureate.net.au/friendly.php?s=main
https:
li
ary.to
ens.edu.au/academicskills/apa/tool
FIN600_Assessment 2_Case Study Report Page 5 of 10
Submission Instructions
Submit the assessment via the submission link of “Assessment 2 – Report” on the student
portal in the main navigation menu in FIN600 Financial Management by the due dates:
12 Week Delivery: Due by 11:55 pm Sydney time Sunday of Week 11 (End of Module 6.1)
Assessment Marking:
Students should use this assessment
ief to guide what to include in the assessment and
the following ru
ic to inform the standard required.
Your assessment will be marked against the ru
ic which is shown on the next pages. Please
ensure that your assessment report addresses all of the Assessment Attributes in the ru
ic.
Your Learning Facilitator will provide feedback via the Grade Centre in the student portal.
Feedback can be viewed in My Grades.
Please read the ru
ic shown on the next pages.
FIN600_Assessment 2_Case Study Report Page 6 of 10
Learning Ru
ic: Assessment 2
Assessment
Attributes
Fail (Unacceptable)
0-49%
Pass
(Functional)
50-64%
Credit
(Proficient)
65-74%
Distinction
(Advanced)
75 -84%
High Distinction
(Exceptional)
85-100%
Critically
evaluates the
four main
financial
statements to
provide an
overview and
description of
the company
10%
Limited understanding of
key concepts required to
support discussion.
Limited or no description
of company’s core
usiness, and details of its
different business
activities
usiness
segments.
Limited or no discussion of
the composition of
company’s financial
esources.
Limited or no discussion of
the key elements of
financial performance
eports.
Resembles a recall or
summary of key ideas.
A satisfactory description
of the company’s core
usiness, and details of its
different business
activities
usiness
segments.
A satisfactory discussion of
the composition of the
company’s financial
esources.
A satisfactory discussion of
the key elements of
financial performance
eports.
Supports personal opinion
and information
substantiated by evidence
from the research/course
materials.
A good description of
company’s core business,
and details of its different
usiness
activities
usiness
segments.
A good discussion of the
composition of the
company’s financial
esources.
A good discussion of key
elements of the financial
performance reports.
Discriminates between
assertion of personal
opinion and information
substantiated by robust
evidence from the
esearch/course materials
and extended reading.
A very good description of
the company’s core
usiness, and details of its
different business
activities
usiness
segments.
A very good discussion of
the composition of
company’s financial
esources.
A very good discussion of
key elements of the
financial performance
eports.
Systematically and
critically discriminates
etween assertion of
personal opinion and
information substantiated
y robust evidence from
the research/course
materials and extended
eading.
Excellent description of the
company’s core business,
and details of its different
usiness
activities
usiness
segments.
Excellent discussion of the
composition of company’s
financial resources.
Excellent discussion of key
elements of the financial
performance reports.
FIN600_Assessment 2_Case Study Report Page 7 of 10
Critically
analyses and
calculates ratio
using effective
strategies and
application of