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| Category | Assignment | Subject | Accounting |
|---|---|---|---|
| University | James Cook University Australia | Module Title | LB5212 Accounting and Finance for Managers |
| ASSESSMENT ITEM 1: INDIVIDUAL ON COURSE TEST | |
|---|---|
| Aligned subject learning outcomes |
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| Aligned professional standards/ competencies | Section 3: Technical and professional competency areas and learning outcomes |
|
Group or individual |
Individual assessment item |
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Weighting and due date
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20%; Due: Week 4, [8 October 2025] 8.00 pm(online quiz) |
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Requirements for successful completion of this assessment item |
Students must achieve a minimum of 50% in order to pass this assessment item. |
Generative AI use |
Generative AI tools are restricted in this assessment item In this assessment, you can use Generative Artificial Intelligence (GenAI) in order to understand the terminologies of accounting and finance only. Any use of generative AI must be appropriately acknowledged and include a Declaration of AI-Generated Material. |
Students are expected to complete one (1) quiz during the teaching period. The quiz will examine weeks 1-2 inclusive and will consist of twenty (20) multiple choice questions and will be similar in nature to the tutorial and self-study questions listed in the subject calendar. The quiz aims to ensure that the foundations of general accounting are understood, so that students have the knowledge and understanding to progress with further subject material that builds on this foundation
Please refer to subject site for information about Respondus software. The Assessment page on your LearnJCU subject site provides information, download links and a practice Respondus test.
Return of assessment:
The assessment task feedback will be provided after the assessment deadline.
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ASSESSMENT ITEM 2: INDIVIDUAL REPORT |
|
Aligned subject learning outcomes |
|
Aligned professional standards/ competencies |
|
|
Group or individual |
Individual assessment item |
|
Weighting and due date |
30%; Week 8, [12 November 2025], 11.59 pm, Online Submission Only |
|
Requirements for successful completion of this assessment item |
You must achieve a minimum of 50% in order to pass this assessment item. |
Generative AI use |
Generative AI tools are restricted in this assessment item In this assessment, you can use Generative Artificial Intelligence (GenAI) in order to paraphrase, proofread and generate images only. Any use of generative AI must be appropriately acknowledged and include a Declaration of AI-Generated Material. |
The aims of the report are:
to develop skills to conduct a vertical, horizontal and ratio analysis of an Australian listed company.
to develop skills to interpret and explain in written form the two (2) year performance of a company covering 2021 and 2023 based on the vertical, horizontal and ratio analysis, and other relevant factors that become evident when analysing the company’s annual reports.
Important information
The report has a word limit of 2000 words (excluding appendices and references).
The analytical report consists of a full financial analysis and assessment of a company listed on the Australian Stock Exchange.
Instructions:
Select a company listed on the Australian Stock Exchange to use as the basis of your analytical report. Obtain copies of that company’s most recent Annual Reports. Develop a written report that contains:
An Executive summary (The first page of your report - one page maximum, double spaced) It is essential that you obtain the JCU resources 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. (brief 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. In this section you will draw on the vertical, horizontal and ratio analysis you have undertaken, details of which will be in the appendices of your report.
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 two core financial statements for the years that are analysed.
If helpful, an appendix containing other relevant material that enhances your analysis and discussion
References used in proper academic format using APA conventions (if you are unsure of how to do this, please consult the library guides) http://libguides.jcu.edu.au/referencing
Report length of no more than 2000 words, not including appendices or references.
Before starting the report, you should read over the rubric, i.e., the marking criteria sheet in section 5. You must type the report and use the APA referencing style (see http://libguides.jcu.edu.au/apa).
The assignment (with student’s signature and date on the coversheet) must be submitted online by the due date to a Safe Assignment drop box on the LB5212 subject site on LearnJCU. A word version and editable pdf version of the Group Assignment Cover Sheet can be downloaded from the Assessment link on LearnJCU. Refer Section 4.4 below for further Information on Assessment and Student Support.
Return of assessment: The marked assessment and feedback will be available online through LearnJCU no later than 21 days after the due date.
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Criteria |
High Distinction 85-100% |
Distinction 75-84% |
Credit 65-74% |
Pass 50-64% |
Unsatisfactory 0 to 49% |
|
Ratio and other analysis Weight: 50% SLO2; SLO3 |
Excellent breadth and depth of analysis. all key ratios included, correct calculations. Excellent critical analysis and discussion. |
Broad choice of appropriate analytical tools and approaches, key ratios are included, mostly correct calculations, sound and thorough analysis and discussion. . |
Some attempts to broaden analysis. Most key ratios included, mostly correct calculations, some analysis and discussion but is not effective in revealing important patterns, differences or similarities |
Some limited attempts to broaden analysis. Most key ratios included, mostly correct calculations, some analysis and discussion but incomplete and not wholly convincing. |
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. |
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Contextual research of company, industry and environment; Current, relevant, research and data sources referenced in appropriate style Weight: 20% |
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. plus accurate, credible, relevant, current data sources. |
Demonstrates good use of relevant research evidence from numerous sources to support ideas that are appropriate for the topic with accurate APA referencing. |
Demonstrates competent 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 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 little or no relevant research evidence to support ideas. Limited or no APA referencing, with errors. |
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Conforms with expectations for writing a professional report. Weight: 15% |
Demonstrates excellent ability to apply all 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 competent ability to apply some 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 little or no ability to apply suitable conventions particular to a professional report including appropriate presentation, structure, style and format. |
|
Sentence construction; grammar; punctuation & spelling. Weight: 15% |
Uses excellent language that clearly and concisely conveys meaning to readers with few or no errors. |
Uses appropriate language that conveys meaning to readers with clarity and minimal errors. |
Uses appropriate language that generally conveys meaning to the readers, although writing may include some errors. |
Uses appropriate language that generally conveys meaning to the readers, although writing may include some errors. |
Language used is not clear and /or does not convey meaning to readers. It contains frequent grammatical and/or spelling errors. |
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ASSESSMENT ITEM 3: INDIVIDUAL FINAL EXAM |
|
Aligned subject learning outcomes |
|
Aligned professional standards/ competencies |
https://www.cpaaustralia.com.au/get-involved/academic-institution-support/international- accreditation-guidelines/section-3-technical-and-professional-competency-areas-and- learning-outcomes |
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Group or individual |
Individual assessment item |
|
Weighting and due date |
50%, during Centrally administered examination period. |
|
Requirements for successful completion of this assessment item |
You must achieve a minimum of 50% in order to pass this assessment item. |
Generative AI use |
Generative AI tools cannot be used in this assessment task In this assessment, you must not use Generative Artificial Intelligence (GenAI) for any elements of the assessment task including the generation of any materials or content in relation to the assessment item. |
The examination will consist of short answer conceptual questions and practical exercises/problem questions. The questions will be comparable in nature to those covered in class; therefore, the best form of revision will be to work through lecture and tutorial questions, exercises, and problems.
Students are expected to sit and complete the final exam on the date and complete in the 3 hours allotted.
For face-to-face final exams the location will be published via the Students Online area of the JCU website. Visiting this area of the website will provide you with an access path to your personal examination timetable.
This is an invigilated examination conducted during the centrally administered examination period. Please note that a draft exam timetable is published 7 weeks prior to the scheduled commencement date of the exam period. The final exam timetable is published 5 weeks before the commencementof the exam period. Please refer to the Important Dates calendar for the scheduled examination period: https://www.jcu.edu.au/brisbane/study-essentials/important-dates
Assessment items and final grades will be reviewed through moderation processes (Learning, Teaching and Assessment Policy, 5.13-5.18). It is important to be aware that assessment “is always subject to final ratification following the examination period and that no single result represents a final grade in a subject” (Learning, Teaching and Assessment Policy, 5.22.).
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