Financial Management

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.
b) 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.

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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 incorrect 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.

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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?

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The assignment is to comply with the University’s General Guide for the Presentation of
Academic Work.
Please see more information here: https://laureateau.blackboard.com/webapps/blackboard/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).
However, it is NOT envisaged that you will be engaged in extensive research of
ii.

this nature and it is expected that the annual report will be the primary resource
relied 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.
It is important to note that you must NOT reproduce company promotional
iv.

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.
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.
As this is a Masters-level subject, students are expected to engage with high
vi.
vii.

quality credible resources (eg. academic journal articles) to support and
develop arguments and position statements, using the Torrens University
Library: http://library.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://library.torrens.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 brief to guide what to include in the assessment and
the following
rubric to inform the standard required.
Your assessment will be marked against the rubric which is shown on the next pages. Please
ensure that your assessment report addresses all of the Assessment Attributes in the rubric.
Your Learning Facilitator will provide feedback via the Grade Centre in the student portal.
Feedback can be viewed in My Grades.
Please read the rubric shown on the next pages.

FIN600_Assessment 2_Case Study Report Page 6 of 10
Learning Rubric: 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
business, and details of its
different business
activities/business
segments.
Limited or no discussion of
the composition of
company’s financial
resources.
Limited or no discussion of
the key elements of
financial performance
reports.
Resembles a recall or
summary of key ideas.
A satisfactory description
of the company’s core
business, and details of its
different business
activities/business
segments.
A satisfactory discussion of
the composition of the
company’s financial
resources.
A satisfactory discussion of
the key elements of
financial performance
reports.
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
business
activities/business
segments.
A good discussion of the
composition of the
company’s financial
resources.
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
research/course materials
and extended reading.
A very good description of
the company’s core
business, and details of its
different business
activities/business
segments.
A very good discussion of
the composition of
company’s financial
resources.
A very good discussion of
key elements of the
financial performance
reports.
Systematically and
critically discriminates
between assertion of
personal opinion and
information substantiated
by robust evidence from
the research/course
materials and extended
reading.
Excellent description of the
company’s core business,
and details of its different
business
activities/business
segments.
Excellent discussion of the
composition of company’s
financial resources.
Excellent discussion of key
elements of the financial
performance reports.

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Critically
analyses and
calculates ratio
using effective
strategies and
application of
accountancy
information
30%
Ratio calculations have not
been attempted or are
incorrect.
Analysis of ratio results is
non-existent or is merely
describing the result of the
ratio calculated.
Some ratio calculations are
completed but not all.
Fairly analyses and
provides a definition of the
ratio rather than a
description about what the
ratio result reveals about
the company.
Most of the ratio
calculations are completed
and excel spreadsheet is
submitted.
Adequately analysis and
provides a sound
description of what some
of the ratio results are
revealing about the
company.
Ratio calculations are
completed and excel
spreadsheet is submitted.
Thoroughly analyse and
provides a very good
description of what some
of the ratio results reveal
about the company,
referring to some
information provided by
CEO and Directors’ reports,
as well as other external
sources.
Key movements in some
ratios are highlighted and
discussed.
Ratio calculations are
completed and excel
spreadsheet is submitted.
Critical analysis and
provides an excellent
description of what the
ratio results reveal about
the company, referring to
information provided by
CEO and Directors’ reports,
as well as other external
sources.
Key movements in ratios
are highlighted and
discussed. Comparisons
are also made, to peers in
the industry.

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Predicts
conclusions and
recommendation
s for informed
managerial
decision-making
30%
The points required are
not addressed and no real
opinion is provided.
The commentary is fairly
evaluated with
reproduction of some
component of the
company’s publicity.
A brief conclusion of the
company performance and
position is provided.
Some of the key points are
addressed in the
Recommendation section
The commentary is
adequately evaluated not
simply a reproduction of
the company’s publicity.
A sound conclusion of the
company and its
investment potential is
made.
Most of the key points are
satisfactorily addressed in
the
Recommendation
section.
The commentary is
thoroughly evaluated and
not a reproduction of the
company’s publicity.
The written report has very
good recommendations,
based on evidence that
details which areas of the
company’s performance
and structure are
improving, and which
areas are becoming
weaker, all relating back to
the ratio results.
Very good overall
assessment of the
company, with an
investment view/opinion
provided.
All the key points are very
well addressed in the
Recommendation section.
The commentary is
critically evaluated, and
not a reproduction of the
company’s publicity.
The written report has
excellent
recommendations, based
on evidence that details
which areas of the
company’s performance
and structure are
improving, and which
areas are becoming
weaker, all relating back to
the ratio results.
Excellent overall
assessment of the
company, with an
investment view/opinion
provided.
All the key points are
expertly addressed in the
Recommendation section.

FIN600_Assessment 2_Case Study Report Page 9 of 10

Logical and
Compelling
Report Structure
20%
Report structure/format
was not consistent with
Industry
practices/standards
Report components were
not adequately identified.
The report was poorly
organised.
Developed
ideas/recommendations
with poor examples, data,
and/or experiences.
Poorly constructed
Reference List and/or not
meeting the APA
guidelines for referencing.
Report structure/format
was professional and
original and was
adequately consistent with
Industry
practices/standards
Some
Report components
were identified.
The report was sufficiently
well organised.
Developed
ideas/recommendations
with adequate examples,
data, and/or experiences.
Reference List provided
and a variety of sources
accessed in research
meeting APA guidelines for
referencing
.
Report structure/format
was professional, original
and consistent with
Industry
practices/standards
Report components were
adequately identified.
The report was well
organised from beginning
to end.
Developed specific
ideas/recommendations
with good supporting
examples, data, and/or
experiences.
A correctly constructed
Reference List provided
and a variety of sources
accessed in research
meeting APA guidelines for
referencing.
Report structure/format
was very professional,
original and consistent
with Industry
practices/standards
All
Report components
were correctly identified.
The report was very well
organised and orderly from
beginning to end.
Developed specific
ideas/recommendations in
depth with appropriate
supporting examples, data,
and/or experiences.
A correctly constructed
Reference List provided
and in-report citations of
sources provided and a
variety of sources accessed
in research meeting APA
guidelines for referencing.
Report structure/format
was highly professional,
original and consistent
with Industry
practices/standards.
All
Report components
were clearly and correctly
identified.
The report was expertly
organised and orderly from
beginning to end.
Developed specific
ideas/recommendations in
depth with strong and
appropriate supporting
examples, data, and
/or experiences.
A well-constructed
Reference List provided
and in-report Citations of
sources provided and a
wide variety of sources
accessed in research
meeting APA guidelines for
referencing.

FIN600_Assessment 2_Case Study Report Page 10 of 10

Research
10%
Demonstrates inconsistent
use of good-quality,
credible and relevant
resources to support and
develop ideas.
Demonstrates use of
credible and relevant
resources to support and
develop ideas, but these
are not always explicit or
well-developed.
Demonstrates use of high
quality, credible and
relevant resources, to
support and develop ideas.
Demonstrates use of good
quality, credible and
relevant resources to
support and develop
arguments and
statements. Shows
evidence of wide scope
within the organisation for
sourcing evidence.
Demonstrates use of high
quality, credible and
relevant resources to
support and develop
arguments and position
statements. Shows
evidence of wide scope
within and without the
organisation for sourcing
evidence.