Management Accounting for Financial Services - Stage-III
ISQ Examination (Summer-2007)


Q.1
State True or False in the answer column. (10)
i
If investments are risky, the cut-off rate tends to be high.
ii
The discounted rate of return always remained higher than the average rate of return.
iii
In Urgency method, the consideration of urgency is cognized but economic considerations are neglected to the background.
iv
Marginal Costing includes Prime Costs plus all fixed overheads.
v
Margin of safety can be improved by lowering the volume of sales.
vi
A decrease in marginal revenue raises the break-even point.
vii
The principle of exception is following when presenting information to the management.
viii
In marginal costing, stock is valued at marginal cost whereas in absorption costing it is valued at cost of production which includes fixed costs.
ix
Angle of incidence is the angle formed at the break-even point at which the sales line cuts the total cost line.
x
A marginal costing system avoids the difficulty of classifying cost into fixed and variable.
xi
An annuity payment consist of different amount of payment over a given number of times
xii
Discount value of an amount is calculated by multiplying the amount by the discount factor.
xiii
The formula to calculate the present value of an annuity is
C X (1- present value factor)(r-1)
xiv
Bonds that are always sold at their face value are called perpetuities.
xv
The profitability triad in a bank is defined as organizational profitability, product profitability and services profitability.
xvi
Under the step allocation method costs are allocated from the service departments to the operating departments in a single step.
xvii
Loans bearing maximum interest rates are called caps.
xviii
In an APR agreement, the borrower ends up paying a higher rate than what the agreement states.
xix
Two of the risks faced by an banker as part of ALM are the risk of interest rate change and nonavailability of loanable funds.
xx
The formula to calculate ROE for a bank is net mark up margin divided by the capital employed.

Q.2
Please write the alphabate of selected choice in the answer column: (10)
i

The purpose of a flexible budget on cost centre performance evaluation is to:

A)      Allow management some latitude in meeting goals.
B)      Eliminate cyclical fluctuation in production reports by ignoring variable costs.
C)     Compare actual and budgeted results at virtually any level of productive activity.
D)     Reduce the total time in preparing the annual budget.
E)      None of the above

ii

Multi Ltd. is in the enviable situation of having unlimited capital funds. The best decision rule in an economic sense for it to follow would be to all projects in which:

A)      The accounting rate of return is greater than the internal rate of return.
B)      The Payback reciprocal is greater than the internal rate of return.
C)      Have the highest present value indexes
D)      Are ranked the highest by their present values.
E)      None of the above

iii

Mixed costs are those costs that can be classified as having:

A)     Both direct and indirect labour components only
B)     Both direct labour and raw materials only
C)     Characteristics of both fixed and variable costs.
D)    All fixed costs.
E)     None of the above

iv

Operating income under absorption costing can be reconciled to operating income determined under direct costing by computing the difference between:

A)     Inventories fixed cost in the beginning and ending inventories.
B)     Inventories discretionary costs in the beginning and ending inventories.
C)    Gross Profit (absorption costing method) and contribution margin (direct costing method).
D)    Sales as recorded under the direct costing method and sales as recorded under the absorption costing         method.
E)    None of the above

v

Which of the following are purposes of a budget?

(i) establishing strategic options.                  (ii) motivating management.
(ii) establishing long term objectives.           (iv) planning operations:

A)       (i) and (iii) only          B) (i) and (iv) only
C)      (ii) and (iv) only         D) (ii), (iii) & (iv) only.
E)      None of the above

vi

Under which of the following budgeting methods all activities are revalued each time a budget is prepared and the incremental cost of the activities is compared with their incremental benefits.

A) Rolling budgets                         B) Incremental budgeting
C) Zero based budgeting               D) Flexible budgets.              E) None of the above

vii

For purposes of allocating joint costs to joint products, the relative sales value at split off is equal to:

A)     Sales price less a normal profit margin at a point of sale.
B)     Sales price at point of sale reduced by cost to complete after split-off.
C)     Total sales value less joint costs at point of split-off.
D)     Separable product cost plus a normal profit margin
E)     None of the above

viii

An advantage of incorporating inter-process profits in accounts is that:

A)     Profitability of each process is separately revealed.
B)     Company can earn high profits.
C)     It helps in control of costs in processes.
D)    None of the above.

ix

Costs that do not require rupee outlays but do involve a foregone opportunity by the entity whose costs are being measured are:

A) Prime Costs              B) Conversion Cost                      C) Differential Costs
D) Imputed Costs          E) None of the above

x

An overstatement of work in process at the end of period will:

A) Overstate cost of goods purchased         B) Understate Current Assets
C) Understate Gross Profit               D) Overstate Net Profit.               E) None of the above


Q.3
Please solve the following Short cases:
 

Case No. 1
Ibrahim Ltd. is facing difficulty with its bad debts. Its normal pattern of payment from debtors that the company uses for budgeting is as follows:

In the month of sale                           15%
After 1 month                                    50%
After 2 month                                    25%
Uncollectable                                    10%

Bad debts are written off after two months.

The company is preparing its budgets for the next year, and the following data is:
Actual sales in the current year
November            Rs.50,000                            December                  Rs.55,000

Budgeted sales next year (per month)
January-June         Rs.60,000                            July-December           Rs.70,000

The provision for bad debts is to be increased from Rs.15,000 at 1st January to Rs.21,000 at 31st December. Sales revenue is the only source of cash receipts for the company and all sales are on credit. After analyzing above situation choose the correct answers of following multiple choices.                                                 (04)

(i)        What are the budgeted cash receipts in the January of the next year?
           A) Rs.49,000                        C) Rs 54,000
           B) Rs.50,000                        D) Rs 60,000

(ii)       What are the budgeted cash receipts for the whole of the next year?
            A) Rs.676,250                    C) Rs 682,250
            B) Rs.679,750                    D) Rs 685,750

 

Case No.2
Rahim manufacturing has already incurred research and development cost of Rs.100,000 on a contact and expects to incur Rs.150,000 more in the costs before the R&D project is completed in one-year time. The estimated future costs are as follows.

                                    Expected future
                                       Costs (Rs)
   Materials                        60,000
   Staff costs                      50,000
   Overheads                      40,000
                                        150,000

The expected sales of the completed research are just Rs.60,000.

Materials. Contact have already been exchanged for the purchase of the remaining Rs.60,000 of materials needed, if not used, the materials must be disposed of at a cost of Rs.2,500.

Staff cost. The expected future staff costs presents the annual salaries of Akram and the Aslam who each earn Rs.20,000 per annum and an allocation of the Rs.10,000 of the salary of their supervisor Ali who is overall charge of the several projects. If this abundant the Akram and Aslam will be held redundant, each receiving Rs.9000 in compensation.

Overheads. Future overhead costs represent the depreciation of Rs.20,000 on plant and machinery and an allocation of general fixed overheads incurred by the business. The plant and equipment was bought for the project and has no other use its current disposal value is Rs.18,000 and in one year’s time will be Rs.11,000.

The company is considering whether or not to continue with the research product. Keeping in view the situation select correct answers from following multiple choices (05)

(i) What are the material costs that are relevant to the decision about whether to continue with the project or not?

             A) Nil                                C) Rs 60,000
             B) Rs.2,500                       D) Rs 62,500

(ii) What are the staff cost that are relevant to the decision about whether to continue with the project or not?

            A) Rs.18,000                  C) Rs 28,000
            B) Rs.22,000                  D) Rs 40,000

 

Case No.3
The XYZ division of Karachi Company makes and sells only one product. Annual data on the XYZ Division’s single product is as follow:
                                                                    Rs.
Units selling price                                          50
Units variable cost                                        30
Total fixed cost                                        200,000
Average operating assets                         750,000
Minimum required rate of return                 12%

XYZ Division has no interest expenses and all the revenue and expenses relate to operations. On the basis of above information select correct answers of following multiple choices.                     (06)

(i)    If XYZ sells 15,000 units per year, the return on investment for the year will be:
       A) Rs. 30,000                      C) Rs 50,000
       B) Rs.100,000                     D) Rs 10,000

(ii)   If XYZ sells 16,000 units per year, the return on investment for the year will be:
       A) 12%                                C) 16%
       B) 15%                                D) 18%

(iii)   Suppose the manager of XYZ desires an annual ROI of 22%. In order to achieve this goal, XYZ must sell         how many units per year?
        A) 14,500                         C) 18,250
        B) 16,750                         D) 19,500

(iv)   Suppose the manager of XYZ desires an annual residual income of Rs.45,000. In order to achieve this,         XYZ should sell how many units per year?
        A) 14,500                        C) 18,250
        B) 16,750                        D) 19,500


Q.4
The Finance Manager of Hair Limited a company engaged in the manufacture of electrical appliances, proposed the following
 
Particulars
Immersion Heaters
Table Lamps
Bread Toasters
Room Heaters
Production (units)
40,000
10,000
50,000
30,000
 
Rs
Rs
Rs
Rs
Selling price per unit
30.00
50.00
60.00
80.00

Cost per unit
Direct materials

6.00

13.50

10.50

24.00

Direct labour
7.50
10.00
18.00
24.00
Variable overheads
4.50
10.00
12.00
13.00
Fixed overheads
7.50
10.00
18.00
24.00
Profit/Loss
4.50
6.50
1.50
(5.00)

 
When the budget was placed before the Budget Committee, the Marketing Manager put up a proposal to increase the sales by 20,000 additional units for which capacity existed. The additional 20,000 units could be one product or any combination of products. The proposal was accepted by the committee.

The committee also decided that the production capacity for the next year, namely year 2006 could be set in such a way that there would be a further increase in the output by 50,000 units over and above the increase of 20,000 units envisaged for the year 2005. The additional production of 50,000 unit would be of table lamps only for which a new plant would be acquired. The additional fixed expenses of new plant where estimated at Rs.70,000 per annum. During the year of 2006, raw material and labour costs were expected to increase by 10% but the other costs and selling expenses would remain the same.
a
Required:
Set a budget for the year 2005 in such a way that the additional capacity of 20,000 units is utilized to maximize the profits. (10)
b
Set a budget for the year 2006 assuming that the increased output may not fully materialize, calculate the number of units of table lamps required to be sold in the year 2006 at the given price in order to ensure that profitability at least at 2005 level is maintained. (05)

Q.5
A product has a selling Price of Rs.50 and a unit variable cost of Rs.30 Fixed cost for the period is Rs.100,000. (08)
i
What is the break-even point for this product in units?
ii
What is this point in Rupees of Sales?
iii
What Sales Volume in units is needed to earn a target profit of Rs.50,000?
iv
What Rupees sales value is needed to achieve the objective started above?
v
Management would like to earn a target profit of Rs.50,000 but also increase the advertising budget by Rs.60,000 to stimulate sales.
What sales volume in units and Rupees is needed to achieve this objective?
vi
Suppose that Management expected the advertising campaign to increase profit to Rs.70,000.
vii
If the unit-selling price is reduced by Rs.5, what sales volume in units would be needed to break even?
viii
If the unit-selling price is reduced by Rs.5 and variable cost per unit is reduced by Rs.5, what impact will this have on the unit break-even point?

Q.6
Goodplanners Company is evaluating three investment opportunities. The net cash flow for each investment is estimated as follows:
 
Year
Investment Projects
1 (Rs)
2 (Rs)
3 (Rs)
1
900,000
600,000
500,000
2
900,000
600,000
500,000
3
900,000
600,000
500,000
4
600,000
500,000
5
600,000
500,000
6
500,000
7
500,000
8
500,000
Initial Cost
2,125,000
2,275,000
2,170,000
  Goodplanners' cost of capital is 12%.
Annuity table at 12%.
Period
Discount Factor
1
0.0929
2
1.6901
3
2.4018
4
3.0373
5
3.6048
6
4.1114
7
4.5638
8
4.9676
a
Compute the payback period for each investment (03)
b
What is the net present value for each investment? (03)
c
What is the profitability index for each investment? (03)
d
If Goodplanners have only Rs. 2,300,000 to invest, based on the available information, which project should they pursue? (03)

Q.7 Loyal Commercial Bank's performance information is given below (all in millions rupees).
 
Mark up income
55
Non-mark up expenses
8
Mark up expense
38
Non-mark up income
5
Provisions for loan losses
3
Special income and
Security gains and losses
2
expenses (including taxes0)
1
  Required: Calculate the bank's net mark up margin and non-mark up margin. (05)

Q.8
First National Bank reported these figures (in millions) on its income statement for the past five years.
 
 
2005
2004
2003
2001
2000
 
Rs
Rs
Rs
Rs
Rs
Mark up income
40
41
38
35
33
Mar up expenses
24
23
20
18
15
Non-mark up income
4
4
3
2
1
Non-mark up expenses
8
7
7
6
5
Provisions for loan losses
2
1
1
0
0
Income tax owed
1
1
0
1
0
Net investment gains (or losses)
(2)
(1)
0
1
2
Total assets
385
360
331
319
293
a
Calculate the bank's ROA in each year. (03)
b
Are there any adverse trends? Any favorable trends? (07)

Q.9
Mr. Ahmed Ali runs a small auto repair shop. He now intends to enlarge his business. He has applied for Rs.100,000 loan for a year. He wants to keep the principal and pay the principal and mark up at the end of the year. The bank manager however, insists on monthly amortization of the loan with an 11% annual interest rate. (05)
  Under these terms how much mark up will Mr. Ahmed Ali pay in a year?
  How much mark up would he have paid if he had gotten the loan on his terms?

Q.10
Kamran Khan runs a fruit and vegetable delivery business. He is now thinking of buying a new truck. The truck will cost Rs. 2 million. He has approached his bank manager. The bank has a policy of making discount rate loans on amounts larger than one million rupees. They offer a discount-rate loan to Mr. Khan at KIBOR plus 2.The KIBOR rate is currently 11.5%. (05)
a
If the loan is approved for the full amount, what net proceed will Mr. Khan receive?
b
What is the effective mark up rate for this loan for one year?

Q.11
Patriot Corporation has just issued Rs 5,000 denomination Term Finance Certificates. These TFCs carry a profit rate of 10% and are to be redeemed after 5 years. If the current market interest rates is 12%, what is the maximum amount an investor will pay for one TFC. (Present value of Rs.1 at 12% for 5 years is 0.5674)     (05)