Internal Code: 1HFBC
Report Writing Assignment:
Task:
This assessment requires you to prepare a wealth report for a prospective shareholder that interprets the annual report of an Australian company and makes appropriate recommendations about the company’s suitability for investment
You will be assessed on the thoroughness of your interpretation, including the conclusions you draw, the recommendations you make, and the way in which these have been justified by the evidence you include in your report. Importantly, it needs to be focused** on the needs and priorities of a prospective shareholder.
You need to choose a company that is currently listed on the ASX.
You are required to write a report interpreting the company’s most recent annual report. This report will need to be written for a potential investor.
You will also be required to source additional information about the company’s performance, for example, via credible articles that discuss the management of the company.
Please note that where the annual report may have both group and parent company financial statements, you should use the group financial statements.
It is important that you refer to financial analysis measures in your report. See “Workbook: The Tools we use” file which can be found in Supplementary Resources at the bottom of the subject resources page on the portal. This provides further elaboration and for examples of analysis measures that you can use. These can be selected from any analysis measures stated in the annual report and/or your own calculations based on financial statements in the annual report or those provided to you by your workshop leader. It is important to source financial information relevant to your stakeholder.
Relevant non-financial topics are outlined in Resource B below.
It is expected that the language and structure of your report will reflect its formal nature and the preference of the potential shareholder. Please use Resource A below as a guide