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Worksheets

IFRS 11 & IAS 28

Total questions: 10

Worksheet time: 17mins

Name
Class
Date
1.

Question 1:

Is the following statement true or false:

Joint control over an arrangement is established only when unanimous consent from all parties is required for decisions regarding the arrangement's relevant activities.

a)

True

b)

False

2.

Question 2:

Sunbeam Investments Limited owns 40% of the voting rights in Light Tech Limited, correctly classified as an associate according to IAS 28. During the 2023 financial year, Light Tech Limited reported a net profit of R2 400 000.

How much should Sunbeam Investments Limited recognise as its share of the associate’s profit under IAS 28 in the 2023 financial year? (Ignore all forms of tax)

a)

R960 000

b)

R1 000 000

c)

R800 000

d)

R1 200 000

3.

Question 3:

If Horizon Industries Limited has a 25% stake in Crestwave Technologies Limited, and Crestwave declares a dividend of R800 000 during the year. Assume Horizon Industries has correctly classified the investment in Crestwave Technologies Limited as an associate according to IAS 28.

How will Horizon Industries account for its share of the dividend under the equity method?

a)

Recognise R800 000 as dividend income, as part of the share of profit in the associate.

b)

Recognise R200 000 as dividend income, separately from the share of profit in the associate, i.e., in other income.

c)

Recognise R100 000 as dividend income, separately from the share of profit in the associate, i.e., in other income.

d)

Do not recognise any dividend income.

4.

Question 4:

Which of the following statements is correct about the difference between joint ventures and associates?

a)

Joint ventures are accounted for using the cost method, while associates are accounted for using the equity method.

b)

Both joint ventures and associates must be accounted for using the equity method.

c)

Joint ventures are consolidated fully, while associates are accounted for under the equity method.

d)

Associates require joint control, while joint ventures do not.

5.

Question 5:

Which of the following best describes the accounting treatment for a party involved in a joint operation under IFRS 11?

a)

The party recognises its share of the joint operation's net assets and liabilities.

b)

The party consolidates the joint operation into its financial statements.

c)

The party recognises its share of assets, liabilities, income, and expenses related to the joint operation.

d)

The party only recognises its share of the profits or losses from the joint operation.

6.

Question 6:

According to IAS 28 which of the following criteria determines whether significant influence is presumed to exist in an investor/investee relationship?

a)

Ownership of less than 20% of voting rights.

b)

Ownership of exactly 75% of voting rights.

c)

Ownership of at least 20% of voting rights.

d)

Ownership of more than 50% of voting rights.

7.

Question 7:

Under IAS 28, which of the following does NOT exempt an investor from applying the equity method?

a)

When the investment is held by a venture capital organization, mutual fund, unit trust, or similar entity.

b)

When the investment is held by an investment entity.

c)

When the investment is held by a pension fund or retirement benefit plan and its beneficiaries lack the ability to make investment decisions.

d)

When the investment is held by a subsidiary of the investor.

8.

Question 8:

How should a company account for an investee over which it exerts significant influence, according to IAS 28?

a)

Using the fair value method.

b)

Using the cost method.

c)

Using the equity method.

d)

Using the consolidation method.

9.

Question 9:

Assume the investor holds 30% of the investee's shares. For the year ended 31 December 2023, the investee reported a profit of R1 500 000. The investee paid dividends of R200 000 during the year. Goodwill included in the investment was R300 000.

Calculate the investor's share of post-acquisition profits of an investee using the equity method.

a)

R450 000

b)

R1 300 000

c)

R1 600 000

d)

R480 000

10.

Question 10:

Assume the investor holds 40% of the investee's shares. For the year ended 31 December 2023, the investee reported a profit of R2 000 000. The investee paid dividends of R300 000 during the year. The carrying value of the investment at the beginning of the year was R1 500 000. Goodwill included in the investment was R400 000.

Calculate the carrying value of an investment using the equity method.

a)

R3 200 000

b)

R2 580 000

c)

R2 180 000

d)

R3 800 000