Tuesday, June 11, 2024

Chapter 9

 Property, Plant and Equipment

  • Long0lived resources that

    • Are controlled by the company

    • Are tangible

    • Are used in the operation of a business

    • Are not intended for sale to customers

  • Provide economic benefits over many years

    • Reported as non-currents assets

 

Determining the Cost of Property, Plant and Equipment

  • Recorded at cost, which includes

    • Purchase price, including non-refundable taxes and duties, less discounts or rebates

    • Expenditures necessary to bring asset to its intended location and make it ready for its intended use

    • Estimated cost of future expenditures to dismantle, remove, or restore the asset at the end of its useful life

  • Usually subdivided into classes, such as land, land improvement, buildings, and equipment

 

Land

  • Cost of land includes

    • Purchase price

    • Closing costs such as survery, title search, and legal feeds

    • Additional costs to prepare land for its intended use (minus any proceeds from salvage)

  • Land has an unlimited life there it is not deprecaited

 

Land Improvements

  • The costs to structural additons made to a property

  • These decline in service potential over time

    • They are recorded separately from land

    • Depreciated over their useful lives

  • Does not include costs of getting the land ready to use

 

Equipment

  • All expenditres related to the purchase or construction of a building

  • When a buildingis prucahsed such costs include

    • Purcahse price

    • Closing costs

    • Costs required to make building ready for its intended use

  • When a building is contructed its cots consits of

    • Contract price

    • Archietects feeds

    • Building permits

    • Excation costs

    • Interest costs during construction

 

Equipemtn

  • Costs include

    • Purcahse price

    • Frieght charges, sales tax or cost of insurance during transit paid by the purchaser

    • Assumbling

    • Installing and tseting

 

Expenditures during useful life

  • After acqustion

  • Operating expenditures

    • Benefit only the current period

    • Required to maintain asset in normal operating conditions

  • Captial expenditures

    • Capitalized as an asset (increases the cost of the asset)

    • Increases life of an asset, its productivity or efficiency

 

Buy or Lease?

  • Advantages of leasing

    • Little or no down payment

    • Reduced risk of obsolesence

    • Csh outlays for asset (over time instead of up front)

    • 100 percent financing

    • Income tax advantages

  • Terminology

    • Lessor

      • Owner of asset for lease (landlord)

    • Lessee

      • Party leasing asset from owner

  • IFRS Lease Rules

    • Lease is considered to be for an asset purchase financed with a loan proided by the lessor

      • Risk and rewards of ownership transfer to lessee even if legal title has not passed

      • Lessee is required to reported leased asset (as a right of use asset) and related liabilitiy

    • Exceptions where lease is treated a  period expense are

      • Lease terms of less than 12 months

      • Leases for low value assets

  • ASPE Lease rules

    • 2 types of leases

      • Capital lease

        • Substantially all benefits and risk of ownership are transferred from lessor to lessee

        • Lessee required to recordleased asset and related liability at present value of minimum lease payments

      • Operating lease

        • Benefits and risk of ownership not transferred to lessee

        • Lease (rental ) payments recorded as expensive by lessee and as revenue by lessor

 

Depreciation

  • Systematic allocation of the cost of property, plant, and equipment over the asset's useful life

  • A process of cost allocation, not determining an asset's current value

  • DOES NOT USE OR PROVIDE CASH to replacethe asset

 

 

Factors in calculating depreciation

  • Cost

    • Purchase price plus costs required to get the asset ready for use plus estimated asset retirement costs

  • Useful life

    • The time period that the asset is expected to be avilable for use, or

    • The numbr of uniters that the assets is ecpected to produce or the units of output value

  • Residual value

    • Estimated amount to be received from the disposal at the end of th asset's useful life

 

Depreciation Methods

  • Straightline

  • Diminsihing-balance

  • Units of produciton

  • Management chooses the method that best reflects the pattern of use of the ecnomic benefits from that asset

 

 

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Straight line Method

 

 

 

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Diminising- Balance method

  • Produces a decreasing annual depreciation expense over an asset's useful life

    • Depreciation is calculated based on the assets carrying amoung, which decline each year as accumulated depreciation increases

  • Annual depreciaiont expense is culaculated by multiplying the carrting amount at the beginning of the year by the depreciation rate

    • Resdiaul value is not included in the calculation-expceptin not for final year

  • Can be applied using different rates

    • Depreication rate = straight line line rate * multiplier

 

 

 

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Unit of production method

  • Useful life is expressed in terms of total units of production or activity expected from the asset

    • Such as units produced or machine hours worked

  • Useful for factory machinery, vehicles, airplanes, or any asset whose usage varies over time

 

 

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Other issues- revising depreciaiton

  • Revisions needed if

    • Change in estimated useful life or residual value

    • Capital expenditures (additions) during useful life

    • Impairment

    • Change in the pattern in which the asset's economic benefits are consumed

  • Accounted for as change in estimate

    • Change made in current and future years, but not to prior periods (prospective, not retrospective)

 

Other issues - Accounting for natural resources

  • Long lived tangible assets that are consumed physicall over time

  • Often called wasting assets

  • Depreciation of natural recources is called depletion

  • Units of production method is usually used

    • As productino can vary from year to year

  • Reserve values are the fiar value of the resources

    • Impairment will arise if reserve value < carrying amount

 

 

 

 

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Presentation of long-lived assets

  • Statement of Financial position

  • Reported as non-current assets under headings:

    • Property, plant and equipment

    • Intangible assets

    • Goodwill

  • Disclose cost and accumulated depreciation (amortization) of each major class of assets

    • Either in statement or in notes

  • Disclose depreciation/amortization methods and useful lives or rates

  • Statement of income

    • Depreciation expense, amortization expense, gains and losses on disposal, and impairment losses are included in the operating expenses section

  • Statement of cash flows

    • Cash flows form the purcahse and sale of long-lived assets are reported in the investing section

 

Return on Assets

  • Measures overall posfitability

    • Return on Assets = Net income/ Average total assets

  • Higher is better because it indicates that for every dollar invested in assets, more net incoem is being generated

 

Asset turnover

  • Measures how efficiently a company uses its assets

    • Assets Turnover = Sales/ Average Total Assets

  • Higher is better because it indicates that for every dollar invested in assets, more sales are being generated

 

Profit Margin revisted

  • Together, profit margin and asset turnover explain the return on assets ratio

    • Profit margin * asset turnover = return on assets

 

 

 

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