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Associated Banc-Corp
Annual Report 2012

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FY2012 Annual Report · Associated Banc-Corp
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APPENDIX 4E 
Preliminary Final Report 

AUSTAL LIMITED 

FOR THE YEAR ENDED 30 JUNE 2012 

The reporting period is from 1 July 2011 to 30 June 2012.  The previous corresponding period is 1 July 2010 to 30 June 2011. 

Results for announcement to the market. 

1. 

2. 

3. 

4. 

5. 

6. 

7. 

8. 

9. 

2.1 

2.2 

2.3 

2.4 

2.5 

2.6 

Revenue 

Profit from continuing operations after tax 

Net profit for the period 

Dividend distributions 

No dividend is payable with respect to the year ended 30 June 2012. 

Record date for determining entitlements to the dividends 

Explanation of figures in 2.1 to 2.4 that may be required 

Statement of comprehensive income with notes 

Statement of financial position with notes 

Statement of cash flows and notes 

Details of dividends or distributions 

Details of dividend or distribution reinvestment plans 

Statement of changes in equity 

Net tangible assets per ordinary security 

Current period (cents/share) 

Previous corresponding period (cents/share) 

10.  Control gained or lost over entities during the period 

11.  Details of associates and joint venture entities 

up 30% 

down 49.6% 

down 49.6% 

to 

to 

to 

$A’000 

652,996 

11,043 

11,043 

N/A 

Refer to attached Annual Report pages 3 - 5.  

Refer to attached Annual Report pages 14 and 18 – 63. 

Refer to attached Annual Report pages 15 and 18 – 63. 

Refer to attached Annual Report pages 16 and 18 – 63. 

See above 

N/A 

Refer to attached Annual Report page 17 and 18 - 63. 

144.5 

143.1 

Refer to attached Annual Report page 55. 

N/A 

12.  Other significant information 

Refer to Operating and Financial Overview pages 3 - 5 of attached Annual Report. 

13.  Accounting standards used by foreign entities 

The financial statements of subsidiaries are prepared for the same reporting period as the parent company, using consistent accounting policies.  The 
foreign entity, Austal USA, prepares its accounts under International Financial Reporting Standards. 

14.  Commentary on the result 

14.1      Earnings per share (basic) 

Current period 

Previous corresponding period 

6.01  cents 

11.9  Cents 

14.2      Returns to shareholders including distributions and buy backs 

No dividends were declared with respect to the year ended 30 June 2012. 

14.3 

Significant features of operating performance  

Refer to Operating and Financial Overview pages 3 - 5 of attached Annual Report. 

14.4 

Segment results 

14.5 

Trends in performance 

Refer to Operating and Financial Overview pages 3 - 5 of attached Annual Report 

Refer to attached Annual Report pages 28 – 30 

14.6  Other factors affecting the results in period or future 

Refer to Operating and Financial Overview pages 3 - 5 of attached Annual Report 

15.  Audit/review of accounts upon which this is based 

This report has been based on audited accounts. 

16.  Accounts not audited or subject to review 

17.  Qualifications of audit/review 

N/A 

No qualifications 

 
 
 
 
 
 
 
 
 
AUSTAL LIMITED 

2012 

ANNUAL REPORT 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CONTENTS 

02  Chairman’s Report  
03  Operating and Financial Overview 
06  Directors’ Report 
14  Consolidated Statement of Comprehensive Income 
15  Consolidated Statement of Financial Position 
16  Consolidated Statement of Cash Flows 
17  Consolidated Statement of Changes in Equity 
18  Notes to the Consolidated Financial Statements 

Inventories 

Intangible Assets 

01.  Corporate Information 
02.  Summary of Significant Accounting Policies 
03.  Revenue and Expenses 
04.  Operating Segments  
05. 
Income Tax 
06.  Earnings Per Share 
07.  Dividends Paid and Proposed 
08.  Cash and Cash Equivalents 
09.  Trade and Other Receivables 
10. 
11.  Prepayments 
12.  Property, Plant and Equipment 
13. 
14.  Derivatives 
15.  Trade and Other Payables 
16. 
17.  Government Grants 
18.  Provisions 
19.  Other Liabilities (Current) 
20.  Contributed Equity and Reserves 
21.  Financial Risk Management Objective and Policies 
22.  Financial Instruments 
23.  Commitments and Contingencies 
24.  Related Party Disclosure 
25.  Events after the Balance Date 
26.  Auditors’ Remuneration 
27.  Director and Executive Disclosures 
28.  Share Based Payment Plans 
29.  Parent Entity 

Interest Bearing Loans and Borrowings 

64  Directors’ Declaration 
65  Corporate Governance Statement 
68 
70  Shareholder Information 
71  Corporate Directory 

Independent Audit Report to the members of Austal Limited 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

1 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CHAIRMAN’S REPORT 

This year’s results reflect some of the challenges Austal faces. Rapid growth and 
the difficulties of producing a new ship type undermined efficient program delivery 
at  Austal’s  busy  US  shipyard.  In  contrast,  the  Australian  shipbuilding  operation 
was  unprofitable  due  to  low  activity  levels.  This  stemmed  from  sustained 
economic  downturn  in  key  markets  and  a  strong  local  currency.  Importantly, 
Austal  has  made  good  progress  towards  implementing  strategies  to  position  it 
better for the future. 

Austal’s success in securing two major US Navy prime contracts brings with it the 
dual  challenges  of  expanding  operations  to  deliver  on  those  commitments  while 
overcoming the issues producing revolutionary, first in class ships inevitably bring. 
While  the  US  operation  was  profitable,  those  factors  certainly  influenced  the 
results. Improvements will come as workforce experience grows, as new facilities 
come  online,  and  as  the  programs  move  into  the  series  production  of  follow  on 
ships. There are clear signs of this recovery in the second half performance. 

The  strength  of  the  Australian  dollar,  and  weakness  in  core  markets  such  as 
Europe,  continued  to  adversely  impact  the  Australian  operation’s  ability  to  profit 
from  the  commercial  vessel  markets  it  has  traditionally  served.  This  absolutely 
necessitated  a  change  in  strategy,  and  Austal  implemented  the  core  aspects  of 
that change during the year. 

The  company  improved  its  competitive  position  by  acquiring  a  shipyard  in  the 
Philippines. Combining this with the Austal’s world-leading technology has already 
proved  instrumental  in  securing  commercial  vessel  contracts  that  the  company 
could not otherwise have executed profitably. The progress made at the shipyard 
is very pleasing, thanks in great part to the skilled local staff. Austal is pleased to 
have welcomed them into its global family, just as Austal has felt welcomed into 
their community. 

Success in the United States has seen Austal emerge as  an international prime 
contractor  for  defence  programs,  and  the  company  leveraged  off  that  to  help 
secure an important Australian Government contract for the supply and in-service 
support of eight new Cape  Class  patrol boats. The Australian operation  is using 
the project to help restructure itself to concentrate on defence contracting. 

Importantly  Austal  signed  new  shipbuilding  contracts  worth  approximately  $1.3 
billion  during  the  year.  This  new  work  helps  to  underpin  a  predictable  revenue 
stream for a number of years to come. 

In  line  with  expectations,  the  US  Navy  confirmed  additional  contracts  for  two 
Littoral Combat Ships (LCSs) and two Joint High Speed Vessels (JHSVs) as part 
of  existing  awards  for  10  ships  in  each  class.  Austal  anticipates  the  already 
substantial volume of work these programs provide will be bolstered and extended 
through award of two additional LCSs and one additional JHSV during the coming 
year. 

Including  the  eight  Cape  Class  patrol  boats,  Austal’s  non-US  operations  signed 
contracts for 13 vessels worth approximately $340 million. This represented a vast 
improvement on the $22 million in the previous financial year. 

The  Cape  Class  program’s  $50  million  in-service  support  component  provides 
work through to at least 2019. This, and the prospect of supporting Austal-built US 
Navy ships as they enter the fleet, provides a clear means to further grow Austal’s 
vessel support business. That business performed well during the year. 

As with the support business, the systems division will enable Austal to be a more 
effective  prime  contractor.  The  company  is  starting  to  see  the  benefits  of  this 
relatively  recently  acquired  and  still  evolving  division.  New  strategic  agreements 
have  been  secured,  and  Austal’s  culture  of  innovation  has  helped  foster  the 
development and sale of a new command and control system. 

Reshaping and improving the business has not always been easy, and challenges 
and  change  still  lie  ahead.  However,  recovery  within  the  US  operation,  the  US 
Navy’s ongoing commitment to the LCS program, successful sales of new vessel 
types  built  at  our  new  regional  shipyard,  a  significant  defence  contract  for  our 
Australian  operation,  and  growth  in  our  service  and  systems  business, point  the 
way to a brighter long-term future for our staff and shareholders. 

JOHN ROTHWELL AO 
CHAIRMAN 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

2 

 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
OPERATING AND FINANCIAL OVERVIEW 

The  Group  operating  profit  after  tax  for  the  year  was  $11.043  million  compared 
with  the  previous  year  of  $21.890  million.  Revenue  has  increased  by  $149.140 
million over the previous year while operating profit before tax has  decreased by 
$7.235 million. 

Compared to 2011, revenue from Austal’s United States operations increased by 
almost  65.9%  to  $570.300  million.  EBIT  fell  from  $26.053  million  to  $15.795 
million. Operating results continued to be impacted by the start up challenges of 
producing  the  first  Joint  High  Speed  Vessel  (JHSV  1)  while  also  undertaking 
significant  workforce  and  facilities  development.  The  first-in-class  issues  with 
and 
JHSV 1 derive from the need for unforeseen engineering 
additional  structure  to  meet  ship  classification  standards;  issues  affecting  the 
supply  of  suitable  materials  increasing  labour  requirements;  and  higher  than 
anticipated effort relating to tests and trials planning and execution. 

 effort 

Austal  has  successfully  implemented  a  transformational  strategy  to  enhance  its 
long-term  competitiveness  and  profitability  in  the  commercial  vessel  shipbuilding 
market.  Manufacturing  of  those  vessels  has  transferred  to  a  shipyard  in  the 
Philippines  that  Austal  acquired  in  November  2011.  Operations  commenced  in 
February, with an aggressive ramp up enabling two vessels to be in production by 
year end. These  projects generated revenue of $1.942 million. EBIT of  negative 
$0.798 million reflects the non-recurring set-up costs of commencing operations at 
the previously dormant facility. 

The  Service  and  Systems  business  performed  well,  with  revenue  of  $19.361 
million compared to $16.308 million in 2011 with an EBIT of $1.628 million from 
core operations, which excludes the legacy  “WestPac Express” charter  contract, 
compared to the previous year’s negative $0.914 million result. Improved revenue 
and profitability in the core vessel support business was particularly pleasing. 

There  were  strong  signs  of  recovery  in  the  second  half,  with  revenue  and  EBIT 
increasing by 49% and 136% respectively compared to the first half. This reflects 
the  efficiency  benefits  of  increased  throughput  and  the  successful  application  of 
lessons  learned  on  the  first  JHSV  to  subsequent  ships.  As  production  of  the 
second and third JHSVs has  been concurrent  with JHSV  1, some of the first-in-
class issues will also affect Austal’s perfrormance on those ships, albeit to a lesser 
extent. 

The  US  operation’s  importance  is  underlined  by  it  generating  87.3%  of  Austal’s 
total  revenue,  a  share  that  continues  to  grow  as  its  United  States  Navy  (USN) 
programs approach steady state production. Austal currently has confirmed orders 
to  build  nine  JHSVs  under  a  10-ship,  USD$1.6  billion  prime  contract  and  five 
Independence-variant Littoral Combat Ships (LCSs), four of which are a part of a 
10-ship, USD$3.5 billion prime contract awarded in December 2010. These orders 
provide work through to 2016. 

The company has continued to invest in the development of its US facilities and 
workforce to enable this substantial pipeline of work to be delivered efficiently. As 
a result of work during the year, construction of all the necessary facilities is now 
complete. Significant recruitment and training programs resulted in the workforce 
expanding to 2,764 employees by year end, a 22.8% increase in 12 months.  

Revenue  from  Austal’s  Australian  operation  decreased  by  63.4%  to  $48.993 
million as it transitioned away from manufacturing commercial vessels to focus on 
defence  contracting.  The  Cape  Class  Patrol  Boat  (CCPB)  program’s  scheduled 
low  rate  initial  production,  and  the  completion  of  legacy  commercial  vessels, 
meant  activity  levels  were  insufficient  to  fully  recover  overheads.  EBIT  was 
negative  $13.653  million  compared  to  negative  $10.134  million  in  2011.  The 
Australian operation’s results were also affected by its key role in supporting group 
activities such as design and marketing. A restructure into strategic business units 
undertaken late in the year will improve the transparency of future results. 

FINANCIAL SUMMARY 

Year ended 30 June 

Revenue* 
Depreciation ,Amortisation & Impairment 
EBIT 
Net Interest (Paid)/Received 
Operating Profit Before Tax 
Tax (Expense)/Benefit 
Operating Profit After Tax 

% EBIT/Revenue 
Basic Earnings Per Share (cps) 

Net Assets 
Return on Equity (%) 
 *Excludes interest and other income 

USA OPERATIONS 

2012 
$’000 

652,996 
(18,869) 
16,577 
(4,020) 
12,557 
1,514 
11,043 

2.5 
6.01 

2011 
$’000 

503,856 
(15,505) 
22,102 
(2,310) 
19,792 
2,098 
21,890 

4.4 
11.9 

277,047 
3.9 

274,169 
8.0 

Austal’s focus in the US is on delivering its existing prime contracts with the USN 
for the delivery of LCSs and JHSVs. 

In line with expectations, the USN exercised contract options worth in excess of 
US$1  billion  during  the  year.  These  included  options  for  the  construction  of  two 
further ships in each class, taking the order book to nine JHSVs and five LCSs. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

3 

 
 
 
 
 
 
 
 
OPERATING AND FINANCIAL OVERVIEW 
Continued 

Austal’s second LCS (LCS 4) was launched and christened, as USS “Coronado”, 
during the year. Austal expects to deliver it by the second quarter of 2013. Austal 
also  commenced  construction  of  the  third  and  fourth  ships  (LCS  6  and  LCS  8) 
during  the  year.  This  followed  the  completion  of  USN  Detail  Design  and 
Production Readiness Reviews. LCS 10 and LCS 12 are under contract. 

The first JHSV, USNS  “Spearhead”, was substantially completed and underwent 
successful  builder’s  sea  trials  in  April  2012  in  preparation  for  final  inspection  by 
the Navy before delivery. Austal anticipates this will be completed by the second 
quarter of the 2012-13 financial year.  

Construction  of  the  second,  third  and  fourth  JHSVs  began  during  the  year. 
Following  construction  of 
in  Austal’s  Module 
Manufacturing  Facility  (MMF),  JHSV  2  transitioned  to  the  final  assembly  stage. 
This was commemorated with a keel laying ceremony in November 2011 at which 
point the ship was over 50 per cent complete. The ship’s main propulsion engines 
were landed in December 2011. 

individual  ship  modules 

JHSV  3  commenced  construction  September  2011  and  final  assembly  in  April 
2012.  A  keel  laying  ceremony  was  held  in  May  2012.  At  year  end  JHSV  2  was 
more than three-quarters complete, and JHSV 3 over half complete. 

Austal  has  now  completed  construction  of  the  majority  of  its  US  facilities 
development  program,  creating  one  of  the  world’s  most  advanced  shipyards. 
Phase  2  of  the  MMF,  Assembly  Bay  5  and  the  Office  Complex  were  completed 
under  budget  and  ahead  of  schedule.  Modules  for  JHSV  2,  3  and  4  and  LCS  6 
and 8 were all being manufactured in the MMF at year end 

The  US  shipyard  can  now  undertake  full  production  of  both  ship  classes  with 
assembly line efficiency that results in significant cost savings. Austal continued to 
develop and expand its US workforce towards a goal of 4,000 employees by the 
end of 2013. 

Australian Shipyard Operations 

Key to the repositioning of the Australian operations towards defence needs was 
the  securing,  in  August  2011,  of  a  $330  million  contract  to  design,  manufacture 
and support eight new CCPBs for the Australian Customs and Border Protection 
Service. The project progressed on schedule and on budget during the year, with 
an extensive design phase preceding the first boat’s keel laying in June 2012. 

Development  and  marketing  of  new  offshore  wind  farm  support  vessel  designs 
resulted  in  Austal  entering  the  market  with  a  three  boat  contract  in  July  2011. 
These vessels, and four fast ferries ordered in the previous year, were completed 
during the year as commercial vessel construction was moved to the Philippines. 

Philippines Shipyard Operations 

The  Philippines  shipyard  acquisition  was  followed  by  a  facilities  improvement 
program and workforce recruitment to enable production to commence.  

Austal secured shipbuilding contracts for two new designs following the shipyard’s 
acquisition. Construction of a 27 metre wind farm vessel began in February 2012, 
with  an  80  metre  vehicle-passenger  ferry  commencing  near  year  end.  These 
projects  demonstrate  the  value  of  combining  Austal’s  intellectual  property  with 
regionalised  manufacturing.  The  shipyard,  which  is  now  operating  at  capacity, 
presently  employees  200  people  and  expects  to  add  a  further  170  personnel  in 
coming months to deliver its orders. 

NON-US OPERATIONS 

A core focus for the year was implementing strategies to address the findings of 
an operational review completed in July 2011. The review considered how Austal 
could refocus the significant capabilities of its operations in Henderson,  Western 
Australia towards the manufacture and support of defence vessels. The review’s 
principal findings were: 

  Demand in specific segments of the international commercial vessel market 
(such  as  fast  crew  transfer  boats,  work  boats  and  medium  sized  ferries) 
remains strong and new markets are emerging. 

  To be successful in these markets,  Austal would need to apply its market 
leading  intellectual  property  to  develop  products  for  these  markets  and 
regionalise its manufacturing base to enhance competitiveness. 

  The  market  for  defence  systems  opportunities  is  attractive  and  has  the 
potential  to  deliver  significant  recurrent  income.  Austal  would  leverage  its 
existing systems integration capabilities to pursue new opportunities. 

  The outlook for commercial and defence vessel service and maintenance is 

strong and Austal would continue to pursue contracts in this space. 

Service and Systems 

The  award  of  the  CCPB  program  was  significant  for  the  service  and  systems 
business. The contract’s in-service support component is worth approximately $50 
million,  runs  through  to  2019,  and  provides  a  basis  for  further  growth.  The 
program also provided the catalyst for the development of what will be the world’s 
first  operational  minor  warfare  combatant  command  and  control  system  when  it 
enters service on the first CCPB. 

All  regional  service  centres  expanded  during  the  year,  and  one  of  the  Western 
Australian  shipbuilding 
first 
to  become  Austal’s 
dedicated Marine Support Base. In line with its strategy to leverage its USN  

facilities  was 

transitioned 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

4 

 
 
 
 
OPERATING AND FINANCIAL OVERVIEW 
Continued 

programs,  Austal  provided  support  to  ships  owned  by  the  US  Office  of  Naval 
Research in both Australia and the United States. 

work primarily involves serial production of stable vessel designs, which enables 
the operations to focus on increasingly efficient and profitable project delivery. 

The  United  States  Navy’s  Military  Sealift  Command  extended  the  charter  of  the 
Austal designed, built and supported high speed vessel “WestPac Express” into its 
eleventh year. The contract will last up to 24 months.  

Austal  also  diversified  into  the  Australian  resources  sector,  building  modular 
accommodation units for use in the mining industry. 

During the year Austal demonstrated its ability to leverage the company’s in-house 
systems capabilities and market position by signing new systems-related strategic 
agreements  with  mission  systems  integrator  General  Dynamics  Advanced 
Information Systems and leading electronics provider Kelvin Hughes. 

ENVIRONMENTAL PERFORMANCE 

Austal’s  operations  continue  to  assess  and  implement  methods  to  improve 
sustainability  and  reduce  waste.  Rates  of  aluminium  utilisation  and  waste 
recycling continue at historically high levels. Energy use continued to reduce and 
water  usage  is  also  declining.  No  environmental  incidents  of  any  note  were 
reported. 

Austal  continued  to  devote  significant  resources  to  the  development  of  more 
efficient vessels with a smaller environmental footprint.  

SAFETY PERFORMANCE 

For  the  third  year  Austal  has  achieved  both  Lost  Time  Injury  Frequency  Rates 
(LTIFR)  and  Medical  Treatment  Injury  Frequency  Rates  (MTIFR)  at  low  levels 
compared to previous years. While the MTIFR was not as good as last year the 
safety performance continues to be very encouraging. This is especially true given 
the rapid growth of the US workforce, which brings with it the challenges of new 
people  who  are  inexperienced  in  Austal’s  systems  and  processes;  and  the 
hazards of the shipbuilding environment. 

Occupational Health and Safety Policy 

Austal’s  Occupational  Safety  and  Health  (OSH)  Policy  was  reviewed  and  our 
focus  remains  on  safe  people,  safe  practices  and  safe  work  environments  and 
promotes a workplace culture that raises awareness of individual responsibility for 
safety  and  health.  Austal’s  safety  culture  is  achieved  as  these  components 
become accepted workplace practice and are supported by strong leadership. 

Safe People 

The  US  Operations  received  two  significant  safety  awards  during  the  year:  the 
American Longshore Mutual Association’s Safest Large Shipyard Award  and the 
Shipbuilders  Council  of  America  Award  for  Excellence  in  Safety.  The  latter  is 
awarded  to  member  shipyards  with  the  lowest  rate  of  recordable  workplace 
injuries. This is the third year in a row that Austal USA has received both awards.  

Austal’s Australian manufacturing facility earned a Gold Certificate of Achievement 
under the Western Australian Government’s WorkSafe assessment scheme.  

At Austal the safety of our people is at the forefront of everything we do. Our goal 
is Zero Harm and we work hard in an effort to achieve this every day. 

OUTLOOK 

With confirmed orders for 14 USN ships in place, Austal’s US operation accounts 
for the vast majority of the backlog. Its orders provide work through to 2016. 

The improvements seen in the second half of the year are expected to continue as 
the  US  operation  transitions  from  developing  the  necessary  people,  plant  and 
processes to applying and optimising them to enable efficient series production of 
both  ship  classes.  This  includes  applying  the  significant  lessons  learned  from 
projects undertaken to date. Although there will still be challenges associated with 
continuing workforce expansion, the operation will increasingly benefit from higher 
levels of workforce experience. 

Austal  anticipates  contracts  to  build  two  LCSs  and  the  tenth  JHSV  in  US  Fiscal 
Year  (FY)  2013  (commencing  October  1,  2012).  This  will  complete  Austal’s 
existing JHSV award in line with expectations. 

The  upcoming  US  Presidential  elections  and  the  potential  implications  of 
sequestration  under  the  Budget  Control  Act  of  2011,  create  uncertainty  about 
further contracts in the medium term, however the USN’s current long range ship 
construction  plan  shows  the  ongoing  importance  of  the  LCS  program,  for  which 
Austal is one of two prime contractors. 

Submitted to Congress in March 2012, the plan includes acquisition of a further 43 
LCSs  between  FY2013  and  FY2026  resulting  in  continuous  production  of  each 
contractor’s  LCS  variant  through  to  FY2029.  This  includes  contracting  a  total  of 
four  LCSs  per  year  between  FY2013  and  FY2015  (in  line  with  awards  already 
made to Austal and the other prime contractor); two ships per year in FY2016 and 
FY2017; and three ships per year from FY2018 to FY2026 inclusive. 

The  CCPB  project  underwrites  activity  for  the  Australian  shipyard  through  to 
September 2015, with the support contract extending until at least August 2019. 
Customs and Border Protection has options to extend that support contract for the 
fleet’s anticipated 20 year service life. 

Although the program schedule means levels of activity will remain relatively low 
in the coming year, Austal anticipates improved financial results for the Australian 
operation  in  2012/13.  This  improvement  will  continue  in  the  following  year  as 
manufacturing activity ramps up significantly. 

Other  defence  shipbuilding  projects  of  various  sizes  and  durations  are  being 
actively pursued to build on this base level of activity. 

With its two current contracts ensuring a high level of utilisation throughout 2012-
13, Austal expects the Philippines shipyard to be profitable in its first full year of 
operation. Austal anticipates that demand for large fast ferries will remain subdued 
and  is  therefore  placing  additional  emphasis  on  other  commercial  vessel  types 
where  higher  levels  of  activity  are  anticipated.  Planning  is  well  progressed  for 
further  development  of  the  Philippines  manufacturing  capability  to  capitalise  on 
potential additional contracts. 

The  investment  in  the  Henderson  Marine  Support  Base,  and  plans  to  expand 
Austal  vessel support  presence  in  other  areas  including  Europe  and  South  East 
Asia,  reflect  Austal’s  belief  that  there  are  further  opportunities  for  growth  in  the 
vessel support business across a broad range of clients. Part of that strategy is to 
expand  regional  capabilities  to  support  deployed  LCS,  JHSV  and  CCPB  fleets. 
The  company’s  role  as  prime  contractor  for  these  programs,  and  its  existing 
support capabilities in the anticipated theatres of operation, positions Austal well 
to secure meaningful ongoing revenue streams as the ships deploy. 

Austal expects the command and control system developed for the CCPB will be 
of interest to maritime law enforcement agencies worldwide. That and the Kelvin 
Hughes  agreement  provide  immediate  new  potential  revenue  streams  within  the 
systems  arena.  The  agreement  with  General  Dynamics  Advanced  Information 
Systems is an important strategic step for large defence projects.  

As  at  30  June  2012,  the  order  book  backlog  totalled  $2.572  billion  and  extends 
through  to  calendar  2016  for  shipbuilding  and  2019  for  support  contracts.  The 

ANDREW BELLAMY 
EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

5 

6.355.386.055.902.202.302.30FY06FY07FY08FY09FY10FY11FY12107.060.165.838.917.814.316.0FY06FY07FY08FY09FY10FY11FY12Lost Time Injury Frequency (per million hours worked)Medical Treatment Injury Frequency (per million hours worked) 
 
 
DIRECTORS’ REPORT 

The Board of Directors of Austal Limited submit their report for the year ended 30 June 2012. 

DIRECTORS 

The names and details of the Company’s Directors in office during the financial year and until the date of this report are as follows.  Directors were in office for this entire 
period unless otherwise stated.  

NAMES, QUALIFICATIONS, EXPERIENCE AND SPECIAL RESPONSIBILITIES 

JOHN ROTHWELL AO – Non-Executive Chairman 

With 40 years’ experience in boat and shipbuilding, John has played a major role in the development of the Australian aluminium shipbuilding 
industry and is a Founding Director of Austal. 

In  June  2004,  John  was  appointed  a  Council  member  of  the  Australian  National  Maritime  Museum  and  became  Chairman  of  the  Capital 
Works  Committee  of  that  organisation  in  November  2005.  In  January  2004,  John  was  appointed  an  Officer  of  the  Order  of  Australia  for 
services to the Australian shipbuilding industry through the development of trade links and for significant contributions to vocational education 
and training.  In October 2002, John was named the Ernst & Young “Australian Entrepreneur of the Year”. 

John stepped down as Executive Chairman and Chief Executive Officer on 22 August 2008 to continue as Non Executive Chairman. 

MICHAEL ATKINSON CA (ZIM), CA (SA) – Executive Director  

Michael joined Austal in 1990 as Financial Controller and was appointed to the Board in 1994.  He is a qualified Chartered Accountant with 
10 years’ experience in the accounting profession. On leaving the profession, he entered the railway and construction industry where he 
served in a senior financial capacity and as a Board member.  

CHRISTOPHER NORMAN B.Eng. (Hons) – Non-Executive Director 

Chris is one of the Founding Directors of Austal.  He graduated from the University of New South Wales in 1986 with first class honours in 
Naval Architecture and has previously been Austal’s Technical Director. He has been a driving force in the technical and marketing success 
of the company and, with extensive experience in international marketing and sales, held the position of Sales Director between 1993 and 
2002.   

In May 2000, Chris was awarded the prestigious A.G.M. Michell Award in recognition of outstanding service in the profession of Mechanical 
Engineering.   

Chris resigned from the Board of Directors of Austal Limited on 16 December 2011. 

JOHN POYNTON B.Com, FS Fin, FIAM, FAICD, AM, CitWA – Independent Director 

John is a  Co-Founder and Executive Chairman of Azure Capital.  John is the deputy  Chairman  of Austal Limited  and is a  Non-Executive 
Director of Burswood Ltd.  In the not-for-profit arena, he chairs Giving West and the Board of Celebrate WA.  John is a member of Social 
Ventures Australia and the Curtin Foundation.  

Previously,  John  was  a  Chairman  of  ASX  Perth,  Fleetwood,  Alinta  and  the  West  Australian  Museum  Foundation  –  Director  of  Multiplex; 
Member of the Higher Education Endowment Fund Advisory Board, Payments System Board of the Reserve Bank of Australia, EFIC and of 
the Business School at the University of Western Australia. 

John is a Life Member and Senior Fellow of the Financial Services Institute of Australasia (FINSIA), a Fellow of the Australian Institute of 
Company Directors (AICD) and of the Australian Institute of Management (AIM). 

John is a Member in the General Division of the Order of Australia and is a past recipient of a WA Citizen of the Year award in the industry 
and commerce category. 

John holds a Bachelor of Commerce and an honorary Doctor of Commerce from the University of Western Australia. 

DARIO AMARA B.Eng. (Distn), FIEAust, CPEng – Independent Director 

Dario is an engineer and experienced Chief Executive with business experience and networks gained over 30 plus years in the Australian 
and International Markets; spanning the engineering and construction sectors. 

He has a record of achievement in establishing, growing and rejuvenating businesses and strategic leadership. Dario is a graduate from the 
Curtin University of Technology. 

Dario is currently Non-Executive Chairman of Mission New Energy Limited, and a Non-Executive Director of OTOC Limited. He has also 
served as Chairman of the West Australian Opera Company, the Art Gallery of Western Australia and of Heritage Perth and as a board 
member of the Perth International Arts Festival. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

6 

 
 
 
 
 
 
 
DIRECTORS’ REPORT 
Continued 

DIRECTORS (Continued) 
IAN CAMPBELL – Independent Director 

Ian has had a distinguished 17 year career as a Senator for Western Australia in the Australian Federal Parliament. 

As Parliamentary Secretary to the Treasurer for 4 years, Ian initiated the Corporate Law Economic Reform Program including legislating to 
move Australia to International Financial Reporting Standards, reform of Accounting and Audit oversight institutional arrangements, takeovers 
and fundraising provisions. 

Ian is a former Member of Federal Cabinet where he held the portfolios of Environment and Heritage and Human Services. He also served as 
Minister for Local Government, Territories and Roads. 

He is a Non-Executive Chairman of Enerji Limited and a Director of Solco Ltd, ASG Group Ltd and Proto Resources and Investments Ltd.  
Ian is also Chairman of Princess Margaret Hospital Foundation and WA 2011 Pty Ltd, the organiser of the ISAF World Sailing Championships 
in Fremantle in 2011. 

Ian resigned from the Board of Directors of Austal Limited effective 30 June 2012. 

DAVID SINGLETON – Independent Director 

David brings to Austal a wealth of highly relevant business expertise and experience in both the defence and resources sector. 
David has held numerous senior roles with BAE Systems (formerly British Aerospace), which is one of the world’s largest defence companies. 
He served as Group Head of Strategy and Mergers & Acquisitions in London from 1997 to 1998 and again in 2003. In the intervening years, 
David was BAE’s Managing Director of Asset Management before spending three years in Rome as the Chief Executive Officer of Alenia 
Marconi Systems (AMS). AMS was a European leader of naval warfare and air defence systems, C4I, ground and naval radars, command and 
control training systems and naval support. 

David started his career with the UK Ministry of Defence and worked in research, development and manufacturing as well as senior 
management roles in Royal Ordnance which by then was part of BAE. He has also served as a member of the National Defence Industries 
Council in the UK, and as a board member and Vice President (Defence) of Intellect, a leading trade association for the UK technology 

industry. 

David is the CEO and Managing Director of Perth-based mineral exploration company Poseidon Nickel Limited. Prior to this role, he served as CEO and Managing 
Director of Clough Limited between 2003 and 2007.  

He is the Managing Director of Poseidon Nickel Limited and a Non-Executive Director of Quickstep Holdings, both ASX listed entities. 

David was appointed to the Board of Directors of Austal Limited on 21 December 2011. 

ANDREW BELLAMY BSc (Hons) Material Science, MA (Marketing) – Chief Executive Officer 

Andrew Bellamy joined Austal Limited in September 2008, bringing with him proven experience in establishing sales excellence and business 
simplification programs. In 2010, Mr Bellamy was appointed Chief Operating Officer of Austal’s Australian businesses and has overseen the 
growth  and  expansion  of  Austal’s  international  network  of  locations  at  a  time  of  significant  turbulence  in  global  markets.  Mr  Bellamy  was 
appointed Chief Executive Officer of Austal in February 2011. 

Prior to assuming his role at Austal Limited, Mr Bellamy held senior positions within the Refining and Petrochemical industry with Honeywell 
and ICI. He is also the former Sales and Marketing Director of Henkel ANZ. 

INTERESTS IN THE SHARES AND OPTIONS OF THE COMPANY AND RELATED BODIES CORPORATE 

As at the date of this report, the interests of the directors in the shares of Austal Limited were: 

Number of Ordinary Shares 

Number of Shares held in AGMSP * 

John Rothwell 

Michael Atkinson 

Christopher Norman 

John Poynton  

Dario Amara 

Ian Campbell 

David Singleton 

Andrew Bellamy 

Direct 

32,200,745 

1,415,737 

26,595,621 

10,000 

50,000 

- 

- 

123,369 

Indirect 

- 

- 

6,600 

- 

- 

- 

- 

- 

- 

285,062 

- 

- 

- 

- 

- 

- 

  *This represents the number of shares (in substance options) held in the Austal Group Management Share Plan (AGMSP) (refer to  note 28 of the financial statements).  The terms and 
conditions of the AGMSP are set out in note 28 of the financial statements.  There were no additional ordinary shares issued or options granted and exercised between the balance date and 
the date of this report. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

7 

 
 
 
 
 
 
 
 
 
 
 
DIRECTORS’ REPORT 
Continued 

PRINCIPAL ACTIVITIES 

REMUNERATION REPORT (Audited)  

The  principal  activities  during  the  year  of  entities  within  the  consolidated  entity 
were  the  design,  manufacture  and  support  of  high  performance  aluminium 
vessels.  These activities are unchanged from the previous year. 

RESULTS 

The profit of the consolidated entity for the financial year was $11,043 million after 
income tax (2011: $21.890 million). 

OPERATING AND FINANCIAL REVIEW 

This  Remuneration  report  outlines  the  remuneration  arrangements  in  place  for 
Directors  and  Executives  of  Austal  Limited  (the  Company)  and  the  Group  in 
accordance  with  the  requirements  of  the  Corporations  Act  2001  and  its 
Regulations.  For the purposes of this report, Key Management Personnel (KMP) 
of the Group are defined as those persons having authority and responsibility for 
planning,  directing  and  controlling  the  major  activities  of  the  Group,  directly  or 
indirectly, including any director (whether executive or otherwise) of the Company.  

For  the  purposes  of  this  report,  the  term  ‘executive’  encompasses  the  Chief 
Executive, senior executives and general managers of the Parent and the Group. 

NOMINATION AND REMUNERATION COMMITTEE 

A  review  of  the  operations  and  financial  position  of  the  consolidated  entity  is 
outlined in the Operating and Financial Overview on page 3. 

The Nomination and Remuneration Committee of the Board of Directors reviews 
the remuneration of all Directors and makes recommendations to the Board. 

DIVIDENDS 

No dividend has been declared for the year ended 30 June 2012 (2011: $11.284 
million being 6 cents per share).   

SIGNIFICANT EVENTS AFTER THE BALANCE DATE 

There were no significant events occurring after year end requiring disclosure. 

LIKELY DEVELOPMENTS AND FUTURE RESULTS 

A general discussion of the group outlook is included in the Chairman’s Report on 
page 2 and the Operating and Financial Overview on page 3. 

SIGNIFICANT CHANGES IN THE STATE OF THE AFFAIRS 

A review of the significant changes in the state of affairs of the consolidated entity 
is outlined in the Operating and Financial Overview on page 3. 

ENVIRONMENTAL REGULATION AND PERFORMANCE 

The consolidated entity has a policy of at least complying with, but in most cases 
exceeding, environmental performance requirements. No environmental breaches 
have  been  notified  by  any  Government  Agency  during  the  year  ended  30  June 
2012. 

SHARE OPTIONS 

As  at  the  date  of  this  report,  there  were  8,273,611  un-issued  ordinary  shares 
under  options.    Refer  to  Note  28  for  further  details  of  the  options  outstanding.  
There were no options exercised during the year. 

TOTAL NUMBER OF EMPLOYEES 

As  at  30  June  2012,  the  consolidated  entity  employed  a  total  of  3,237  full-time 
equivalents (2011: 2,404 full-time equivalents). 

INDEMNIFICATION AND INSURANCE OF DIRECTORS AND OFFICERS 

An  indemnity  agreement  has  been  entered  into  between  the  parent  entity  and 
each  of  the  directors  named  in  this  report.    Under  the  agreement,  the  company 
has agreed to indemnify those directors against any claim to the extent allowed by 
the law, for any expenses or costs which may arise as a result of work performed 
in their respective capacities. 

During  the  financial  year,  the  parent  entity  has  paid  premiums  in  respect  of  a 
contract insuring the directors and officers of the consolidated entity in respect of 
liability resulting from these indemnities. The terms of the insurance arrangements 
and premiums payable are subject to a confidentiality clause. 

REMUNERATION POLICY 

It  is  the  Company’s  objective  to  provide  maximum  stakeholder  benefit  from  the 
retention  of  a  high  quality  Board  and  executive  team  by  remunerating  Directors 
and Key Executives fairly and appropriately with reference to relevant employment 
market conditions.  Other than the variable component and the share option plan, 
the remuneration policy is not linked to company performance. 

The  Company  aims  to  reward  executives  and  senior  managers  with  a  level  and 
mix  of  remuneration  commensurate  with  their  position  and  responsibilities  within 
the Company so as to: 

  attract  and  retain  exceptional  employees  (‘key  employees’)  that  have  the 
capacity  to  significantly  impact  the  growth  and  profitability  of  the  Company; 
and 

  align key employees’ behaviour towards the growth and profitability objectives 
of  the  Company;  and  reward  key  employees  for  sustained  contributions  to 
business success. 

Structure 

The non-executive directors receive fixed remuneration, in the form of salary and 
fees.  However, they do not receive retirement benefits, nor do they participate in 
any incentive programs. 

The  remuneration  for  the  executives  consists  of  fixed  remuneration,  being  base 
salary,  superannuation  and  non-monetary  benefits  and  variable  remuneration  as 
listed  below.    No  element  of  fixed  remuneration  is  linked  to  performance 
conditions.  

To  encourage  the  retention  of  employees,  KMP  who  are  not  directors  of  the 
Australian  companies  participate  in  an  annual  bonus  scheme  which  takes  into 
account  length  of  service  and  profits  earned  by  the  Australian  enterprises.    The 
bonus vests and is paid dependent on the employees being employed at the end 
of December of each year.  The bonus is paid at the discretion of the Nomination 
and  Remuneration  Committee.    $263,373  (2011:  $298,414)  of  cash  bonuses 
vested with the executives, based on the prior period’s performance, and was paid 
during this financial year. 

Similarly, Austal KMP who are not directors of Austal USA participate in an annual 
bonus programme which takes into  account length of service and profits earned 
by Austal USA. Australian employees are not  part  of this scheme. Two forms of 
bonus opportunities exist; one form for the production workforce and one form for 
administration and management. Bonuses to the production workforce are tied to 
achievement of the performance objectives of Austal USA, reduction of waste, and 
safety and attendance measures. Bonuses to administration and management are 
tied  to  achievement  of  the  financial  objectives  of  Austal  USA,  specific  growth 
initiatives,  productivity  improvement  initiatives,  customer  satisfaction  measures 
and  employee  satisfaction  measures.   These  measures  were  chosen  as  they 
represent the key drivers for the short term success of the business and provide a 
framework for delivering long term value.   

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

8 

 
 
 
 
 
 
 
 
 
 
 
 
 
DIRECTORS’ REPORT 
Continued 

REMUNERATION REPORT (Audited) (Continued) 

Structure 

Goals  for  each  of  the  preceding  categories  are  established  at  the  beginning  of 
each financial year for each participant and bonuses are paid at the conclusion of 
that year dependent upon the level of achievement of these goals.  Such bonuses 
the  Nomination  and  Remuneration 
are 
Committee.  100% of the cash bonuses vested with the executives and was paid 
during the financial year. 

reviewed  and  approved  by 

Ex gratia bonuses are paid to executives in certain circumstances for exceptional 
performance as determined by the CEO.  These bonuses vest immediately. 

SHARE OPTION PLAN  

The Share Option Plan aims to reward executives and senior managers with the 
issue of share options commensurate with their position and responsibilities within 
the Company so as to: 

  attract  and  retain  exceptional  employees  (‘key  employees’)  that  have  the 
capacity to significantly impact the growth and profitability of the Company; 

  align key employees’ behaviour towards the growth and profitability objectives 
of  the  Company;  and  reward  key  employees  for  sustained  contributions  to 
business success. 

Group performance 

The  graph  below  shows  the  performance  of  the  Company  as  compared  to  the 
movement in the Company’s earnings per share over time. 

The share options are granted to executives and senior managers based on the 
eligibility criteria set by the Remuneration Committee.  Eligibility for the plan will be 
linked  to  employee  performance.    The  exercise  of  the  options  will  vest  after  3 
years subject to meeting the company performance criteria. 

Performance hurdle 

The Company uses a relative Total Shareholder Return (TSR) as the performance 
hurdle for the share option plan.  Relative TSR was selected as the share option 
plan  performance  hurdle  as  it  ensures  an  alignment  between  comparative 
shareholder return and reward for executives.   

The Company’s performance against the hurdle is determined by comparing the 
TSR  against  the  return  of  the  Small  Industrials  Accumulation  Index  (or  another 
appropriate  index)  for  the  three  year  period  commencing  on  1  July  prior  to  the 
grant  date.    If  the  TSR  does  not  exceed  the  return  of  the  Small  Industrials 
Accumulation Index for a particular three year period, the series of options issued 
at that grant date would lapse.  

In  relation  to  the  options  issued  after  3  November  2009,  the  options  vest  if  the 
TSR of Austal Limited exceeds 25% for each three year period after issuance. The 
percentage vesting reduces on a sliding scale if the TSR is below 25%, until no 
options vest if the TSR is below 5%. 

DETAILS OF KEY MANAGEMENT PERSONNEL FOR THE YEARS ENDED 30 JUNE 2012 AND 2011 

(i) DIRECTORS  

(ii) EXECUTIVES  

Mr John Rothwell 

Non-Executive Chairman   

Mr Joseph Rella 

Chief Operating Officer Austal USA  

Mr Michael Atkinson 

Executive Director 

-  Resigned: 22 June 2012 

Mr Christopher Norman 

Non-Executive Director 

Mr Richard Simons 

Chief Financial Officer & Company Secretary 

-  Resigned 16 December 2011 

Mr Charles McGill 

Chief Operating Officer Austal Service & Systems 

Mr John Poynton 

Independent Director  

Mr Dario Amara  

Independent Director  

Mr Greg Jason 

-  Appointed: 24 February 2012 

Chief Operating Officer Austal Asia 
-  Appointed: 1 September 2012 

Mr Ian Campbell 

Independent Director  

-  Resigned 30 June 2012 

Mr David Singleton 

Independent Director 

- 

Appointed: 21 December 2011 

Mr Andrew Bellamy 

Chief Executive Officer  

Mr Brian Leathers 

Interim Chief Operating Officer Austal USA. 

-  Appointed: 25 June 2012 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

9 

 
 
 
 
 
 
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME  
For the year ended 30 June 2012 

REMUNERATION REPORT (Audited) (Continued) 

REMUNERATION OF KEY MANAGEMENT PERSONNEL FOR THE YEAR ENDED 30 JUNE 2012. 

TABLE 1: REMUNERATION FOR THE YEAR ENDED 30 JUNE 2012 

Short-Term 

Cash 
Bonus 
$ 

Other-
Monetary 
Benefits 
$ 

Non-
Monetary 
Benefits 
$ 

Post-Employment 
Superannuation 
$ 

Termination 
Payments 

- 
- 
- 
- 
- 
- 
- 

- 
- 

Salary & 
 Fees 
$ 

366,667  
42,500  
     90,000  
     93,000  
45,076 
     90,000  
727,243 

- 
- 
- 
- 
- 
- 
- 

392,192 
755,217 

37,962 
92,656 

407,216 
438,221 
178,446 
49,051 
2,933 
2,223,276 
2,950,519 

59,983 
56,025 
16,166 
- 
581 
263,373 
263,373 

- 
- 
2,044 
18,911 
- 
20,955 
20,955 

Non-executive directors 
John Rothwell 
Christopher Norman* 
John Poynton 
Dario Amara  
David Singleton* 
Ian Campbell  
Sub-total non-executive 
directors 
Executive directors 
Michael Atkinson 
Andrew Bellamy 
Other key management 
personnel 
Joseph Rella* 
Richard Simons 
Greg Jason* 
Charles McGill* 
Brian Leathers* 
Sub-total executive KMP 
Total 

Share-
based 
Payment 
Options 
$ 

-  
- 
-  
-  
-  
- 
- 

Total 
$ 

366,667 
42,500  
     90,000  
     93,000  
     45,076  
     90,000  
727,243 

44,524 
345,165 

474,678 
1,218,038 

(144,830) 
66,809 
52,053 
2,672 
428 
366,821 
366,821 

322,369 
586,744 
261,855 
76,855 
3,942 
2,944,481 
3,671,724 

% 
performance 
related 

Contract 
 Terms 
Note 

- 
- 
- 
- 
- 
- 

17.4 
35.9 

 (26.3) 
11.4 
21.0 
3.5 
25.6 

2 
1 
1 
1 
1 
1 

2 
4 

5 
4 
6 
6 
5 

-  
- 
-  
-  
-  
- 
- 

- 
25,000 

- 
25,689 
13,146 
6,221 
- 
70,056 
70,056 

- 
- 

- 
- 
- 
- 
- 
- 
- 

- 
- 
- 
- 
- 
- 
- 

- 
- 

- 
- 
- 
- 
- 
- 
- 

*      Key management personnel for part of year of 2012. 

TABLE 2: REMUNERATION FOR THE YEAR ENDED 30 JUNE 2011 

Short-Term 

Salary & 
Fees 
$ 

Cash 
Bonus 
$ 

Non-
Monetary 
Benefits 
$ 

Post-Employment 
Superannuation 
$ 

Termination 
Payments 

Share-
based 
Payment 
Options 
$ 

% 
performance 
related 

Contract 
Terms 
Note 

Total 
$ 

440,000  
     85,000  
     90,000  
     93,000  
     90,000  
798,000 

Non-executive directors 
John Rothwell 
Christopher Norman 
John Poynton 
Dario Amara  
Ian Campbell  
Sub-total non-executive directors 
Executive directors 
Robert Browning* 
Michael Atkinson 
Andrew Bellamy 
Other key management personnel 
338,237 
Joseph Rella 
369,708 
Richard Simons 
48,987 
William Rotteveel* 
316,333 
Mark Dummett** 
2,241,101 
Sub-total executive KMP 
Total 
3,039,101 
*      Key management personnel for part of year of 2011. 
**    No longer a Key management personnel for 2012.  

301,077 
380,000 
486,759 

- 
- 
- 
- 
- 
- 

104,452 
- 
45,555 

102,314 
17,202 
- 
28,891 
298,414 
298,414 

- 
- 
- 
- 
- 
- 

6,760 
- 
- 

- 
- 
- 
- 
6,760 
6,760 

-  
- 
-  
-  
- 
- 

- 
- 
26,241 

- 
34,404 
- 
15,188 
75,833 
75,833 

- 
- 
- 
- 
- 
- 

- 
- 
- 

-  
- 
-  
-  
- 
- 

440,000 
     85,000  
     90,000  
     93,000  
     90,000  
798,000 

(1,322,171) 
33,519 
44,660 

(909,882) 
413,519 
603,215 

- 
- 
130,700 
- 
130,700 
130,700 

54,147 
48,703 
(36,520) 
33,599 
(1,144,063) 
(1,144,063) 

494,698 
470,017 
143,167 
394,011 
1,608,745 
2,406,745 

- 
- 
- 
- 
- 

133.8 
8.1 
15.0 

31.6 
14.0 
(25.5) 
15.9 

2 
1 
1 
1 
1 

5 
2 
4 

5 
4 
3 
3 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

10 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME  
For the year ended 30 June 2012 

REMUNERATION REPORT (Audited) (Continued) 

CONTRACT TERMS NOTES 

1.  Directors fees only. 
2.  Subcontract – no fixed notice period or duration.  No termination entitlements. 
3.  Employment contract – one week notice period or duration.  No non-statutory termination entitlements. 
4.  Employment contract – nine months’ notice period.  No non-statutory termination entitlements. 
5.  Employment contract – upon involuntary termination of employment without cause, a severance of six months’ salary will be paid. 
6.  Employment contract – three months’ notice period.  No non-statutory termination entitlements. 

TABLE 3: COMPENSATION OPTIONS: GRANTED AND VESTED DURING THE YEAR ^ 

Granted 

No. 

140,000 
140,000 
140,000 
140,000 
70,000 
70,000 

700,000 

30 June 2012 
Michael Atkinson 
Joseph Rella** 
Richard Simons 
Greg Jason* 
Charles McGill* 
Brian Leathers* 
Total 

Terms & Conditions for each Grant 
Fair Value per 
option at grant 
date 
($) 

Exercise price 
per option 
($) 

Grant Date 

Expiry Date 

First Exercise 
Date 

Last Exercise 
Date 

21 Oct 2011 
20 Dec 2011 
20 Dec 2011 
20 Dec 2011 
20 Dec 2011 
20 Dec 2011 

0.667 
0.618 
0.618 
0.618 
0.618 
0.618 

2.15 
2.15 
2.15 
2.15 
2.15 
2.15 

20 Dec 2018 
** 
20 Dec 2018 
20 Dec 2018 
20 Dec 2018 
20 Dec 2018 

20 Dec 2014 
** 
20 Dec 2014 
20 Dec 2014 
20 Dec 2014 
20 Dec 2014 

20 Dec 2018 
** 
20 Dec 2018 
20 Dec 2018 
20 Dec 2018 
20 Dec 2018 

30 June 2011 
Michael Atkinson 
Joseph Rella 
Richard Simons 
Mark Dummett*** 
Andrew Bellamy 
Total 
* Key management personnel for part of year of 2012 
** 140,000 options were forfeited on cessation of employment.  
*** No longer a Key Management Personnel. 
Of existing option holdings only 140,000 of Michael Atkinson options had vested during the year and no options we exercised (2011: 140,000 of Michael Atkinson and 67,500 of Mark 
Dummett’s options had vested during the prior year and no options we exercised). 

29 Sep 2017 
29 Sep 2017 
29 Sep 2017 
29 Sep 2017 
29 Sep 2017 

28 Sep 2010 
28 Sep 2010 
28 Sep 2010 
28 Sep 2010 
28 Sep 2010 

29 Sep 2013 
29 Sep 2013 
29 Sep 2013 
29 Sep 2013 
29 Sep 2013 

29 Sep 2017 
29 Sep 2017 
29 Sep 2017 
29 Sep 2017 
29 Sep 2017 

140,000 
140,000 
140,000 
70,000 
140,000 

0.840 
0.840 
0.840 
0.840 
0.840 

2.34 
2.34 
2.34 
2.34 
2.34 

630,000 

TABLE 4: OPTIONS GRANTED AS PART OF REMUNERATION ^ 

Value of options granted 
during the year 
$ 

Value of options 
exercised during the 
year 
$ 

Value of options 
forfeited during the 
year 
$ 

Value of options 
lapsed during the 
year 
$ 

Remuneration 
consisting of options 
for the year 
% 

30 June 2012 
Michael Atkinson 
Joseph Rella** 
Richard Simons 
Greg Jason* 

Charles McGill* 
Brian Leathers* 
30 June 2011 
Michael Atkinson 
Joseph Rella 
Richard Simons 
Mark Dummett 
Andrew Bellamy 

  * Key management personnel for part of year of 2012. 

93,380 
86,520 
86,520 

86,520 
43,260 
43,260 

117,600 
117,600 
117,600 
58,800 
117,600 

- 
- 
- 

- 
- 
- 

- 
- 
- 
- 
- 

- 
- 
- 

- 
- 
- 

- 
- 
- 
- 
- 

- 
- 
- 

- 
- 
- 

- 
- 
- 
- 
- 

9.4 
- 
11.4 

20.0 
3.5 
10.8 

8.1 
10.9 
10.4 
8.5 
7.4 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

11 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME  
For the year ended 30 June 2012 

REMUNERATION REPORT (Audited) (Continued) 

TABLE 5: SHARES HELD IN AGMSP (IN SUBSTANCE OPTIONS) GRANTED AS PART OF REMUNERATION ^ 

Value of shares held in 
AGMSP (in substance options) 
granted during the year 

$ 

- 

Value of shares held in 
AGMSP (in substance 
options) exercised during the 
year 
$ 

- 

Total value of options 
granted, and exercised 
during the year 

Remuneration consisting of 
in substance options for the 
year 

$ 

- 

% 

- 

30 June 2012 
None 

30 June 2011 
Robert Browning* 

  ^ For details on the valuation of the options, including models and assumptions used, please refer to Note 28 to the financial statements. 
  * Robert Browning was granted 3,000,000 in substance options on 22 October 2007 at an average fair value and exercise price of $0.96 and $3.51 respectively.  The first exercise date for   

 these in substance options was 22 October 2008. These shares were forfeited in 2011. 

There  were  no  alterations  to  the  terms  and  conditions  of  options  granted  as  remuneration  since  their  grant  date.    The  maximum  cost  assuming  that  all  service  and 
performance conditions are met, is  equal to  the  number of options or rights granted multiplied by the fair value at the grant date.  The minimum  cost assuming that 
service and performance criteria are not met is zero.  During the year Nil (2011: Nil) in substance options vested and Nil (2011: Nil) were exercised by KMP. See note 
28(b). 

END OF REMUNERATION REPORT (Audited) 

DIRECTORS’ MEETINGS 

The number of meetings of directors (including meetings of committees of Directors) held during the year and the number of meetings attended by each Director was as 
follows: 

Number of meetings held 
Number of meetings attended: 
John Rothwell 
Michael Atkinson 
Christopher Norman* 
John Poynton  
David Singleton*  
Dario Amara  
Ian Campbell  
Andrew Bellamy  

* Director for part of year of 2012. 

COMMITTEE MEMBERSHIP 

Directors’ Meetings 
7 

Meetings of Audit 
Committee 
4 

Meetings of Nomination and 
Remuneration Committee 
2 

7 
5 
3 
7 
4 
7 
6 
7 

- 
- 
- 
- 
2 
4 
3 
- 

2 
- 
- 
2 
1 
- 
2 
2 

As at the date of this report, the Company had an Audit Committee and a Nomination and Remuneration Committee of the Board of Directors. 

Members acting on the committees of the Board during the year were: 

AUDIT 

D Amara *  

C Norman^ 

I Campbell  

D Singleton^ 

NOMINATION AND REMUNERATION 

I Campbell  

J Rothwell 

J Poynton 

A Bellamy 

D Singleton^* 

* Designates the Chairman of the committee 

^ Members for part of year 2012. 

ROUNDING  
The amounts contained in this report and in the financial report have been rounded to the nearest $1,000 (where rounding is applicable) under the option available to the 
Company under ASIC Class Order 98/0100.  The Company is an entity to which the Class Order applies. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

12 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME  
For the year ended 30 June 2012 

AUDITOR INDEPENDENCE AND NON-AUDIT SERVICES 

The directors received the following declaration from the auditor of Austal Limited. 

Auditor’s Independence Declaration to the Directors of Austal Limited 

In relation to our audit of the financial report of Austal Limited for the financial year ended 30 June 2012, to the best 
of my knowledge and belief, there have been no contraventions of the auditor independence requirements of the 
Corporations Act 2001 or any applicable code of professional conduct. 

Ernst & Young 

Gavin A Buckingham 
Partner 
Perth 
28 August 2012 

Liability limited by a scheme approved under 
Professional Standards Legislation 

NON-AUDIT SERVICES 

There were no non-audit services provided by the entity’s auditor, Ernst & Young, during the year. 

Signed in accordance with a resolution of directors. 

___________________________________ 
J ROTHWELL AO 

Chairman 

________________________________ 
A BELLAMY 

Executive Director and Chief Executive Officer 

Dated at Henderson this 28th day of August 2012 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

13 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME  
For the year ended 30 June 2012 

Notes 

3(a) 
3(b) 

3(c) 
3(d) 
3(e) 
3(f) 

5 

Continuing operations 
Revenue  
Other income 

Expenses (excluding finance costs) 
Impairment of assets 
Unrealised gain on deferred premium options 
Finance costs 

Profit before income tax 
Income tax benefit/(expense) 

Profit after tax from continuing operations 

Attributable to Members of the Parent 

Other comprehensive income 
Cash flow hedges: 
  (Gain)/loss taken to equity 
   Transferred to the statement of comprehensive income 
Revaluation of land and buildings 
Foreign currency translations 
Income tax expense on items of other comprehensive income 

Other comprehensive income for the period, net of tax 

Total comprehensive income for the year 

Attributable to members of the parent 

Earnings per share (cents per share) 
- basic for profit for the year attributable to ordinary equity holders of the parent 
- diluted for profit for the year attributable to ordinary equity holders of the parent 

6 
6 

2012 
$’000 

652,996 
27,818 

(666,161) 
(2,545) 
5,114 
(4,665) 

12,557 
(1,514) 

11,043 

11,043 

(28,207) 
(7,326) 
42,152 
(1,703) 
(3,987) 

929 

11,972 

11,972 

6.01 
5.99 

2011 
$’000 

503,856 
10,401 

(492,403) 
- 
677 
(2,739) 

19,792 
2,098 

21,890 

21,890 

52,483 
(51,076) 
- 
(7,180) 
(422) 

(6,195) 

15,695 

15,695 

11.9 
11.9 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

14 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
ASSETS 

Current Assets 

Cash and cash equivalents 

Restricted cash 

Trade and other receivables 

Inventories 

Prepayments 

Derivatives 

Assets classified as held for sale 

Total Current Assets 

Non-current Assets 

Other financial assets 

Trade and other receivables 

Derivatives 

Property, plant and equipment 

Intangible assets 

Deferred tax assets 

Total Non-current Assets 

Total Assets 

LIABILITIES 

Current Liabilities 

Trade and other payables 

Derivatives 

Interest-bearing loans and borrowings 

Provisions 

Government grants 

Income tax payable 

Other 

Total Current Liabilities 

Non-current Liabilities 

Derivatives 

Interest-bearing loans and borrowings 

Provisions 

Government grants 

Deferred tax liabilities 

Total Non-current Liabilities 

Total Liabilities 

Net Assets 

EQUITY 

Contributed equity 

Reserves 

Retained earnings 

Total Equity 

 CONSOLIDATED STATEMENT OF FINANCIAL POSITION  
As at 30 June 2012 

Notes 

8 

8 

9 

10 

11 

14 

12 

8 

9 

14 

12 

13 

5 

15 

14 

16 

18 

17 

19 

14 

16 

18 

17 

5 

20 

20 

20 

2012 

$’000 

51,811  

52,940  

96,172  

193,529 

6,538  

36,041  

437,031 

1,561  

438,592 

944  

18  

10,625  

370,383  

5,045  

380 

387,395 

825,987 

128,626 

2,186 

18,973 

18,250  

3,561  

27,394 

27,288 

226,278 

5,757 

246,444 

2,060 

48,753  

19,648  

322,662 

548,940 

277,047 

31,762  

22,595 

222,690 

277,047 

2011 

$’000 

 42,265  

 128,837  

 21,986  

177,922  

 5,792  

 37,805  

414,607 

-  

414,607  

 903  

 15  

 37,233  

 208,275  

 5,063  

8,524 

260,013 

674,620 

52,837  

153  

8,554  

 26,409  

 3,567  

20,724 

2,679  

114,923 

274  

217,985 

2,138  

 41,896  

23,235  

285,528 

400,451 

274,169 

 31,175  

20,063  

222,931  

274,169 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

15 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 CONSOLIDATED STATEMENT OF CASH FLOWS  
For the year ended 30 June 2012 

Notes 

Cash flows from operating activities 

Receipts from customers 

Payments to suppliers and employees 

Interest received 

Interest paid 

Income tax received/( paid) 

GST refunds 

Net cash inflow/(outflow) from operating activities 

8 

Cash flows from investing activities 

Receipts/(repayment) of government grants 

Proceeds from sale of property, plant and equipment 

Purchase of property, plant and equipment 

Purchase of intangible assets 

Net cash used in investing activities 

Cash flows from financing activities 

Repayment of loan – in substance options 

Repayment of borrowings 

Loans received 

Equity dividends paid 

Net cash from/(used) in financing activities 

2012 

$’000 

555,639 

(521,472)  

644  

(4,665)  

4,860  

(1,870)    

33,136 

8,698 

 - 

(131,459)  

(1,849)  

(124,610) 

289 

(40,557) 

69,743 

(11,284) 

18,191 

2011 

$’000 

573,626  

 (506,755)  

 429  

 (2,739)  

 (8,200)  

5,638    

61,999  

2,284    

 3,607  

 (44,755)  

 (1,442)  

(40,306) 

305 

(253,115) 

383,496 

(11,284) 

119,402 

Net increase/(decrease) in cash and cash equivalents 

(73,283) 

141,095 

Net foreign exchange differences 

Cash and cash equivalents at beginning of period 

Cash and cash equivalents at end of period 

6,932 

171,102   

104,751 

977 

 29,030  

171,102 

8 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

16 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 CONSOLIDATED STATEMENT OF CHANGES IN EQUITY 
For the year ended 30 June 2012 

Attributable to equity holders of the parent 

Issued 
capital   
$’000 

Reserved 
shares* 
$’000 

Retained 
earnings      
$’000 

41,075 

(10,205) 

212,325 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

305 

- 

- 

41,075 

(9,900) 

- 

- 

- 

- 

21,890 

21,890 

- 

- 

(11,284) 

222,931 

41,075 

(9,900) 

222,931 

- 

- 

- 

- 

- 

- 

- 

298 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

289 

- 

- 

41,373 

(9,611) 

- 

- 

- 

- 

- 

11,043 

11,043 

- 

- 

- 

(11,284) 

222,690 

Foreign 
currency 
translation 

reserve      
$’000 

(1,685) 

(7,180) 
- 

Cash flow 
hedge 
reserve      
$’000 

40,523 

- 
36,739 

- 

(35,754) 

(7,180) 

- 

(7,180) 

- 

- 

985 

- 

985 

- 

- 

Other 
Reserves** 
$’000 

(12,665) 

- 

- 

- 

- 

- 

- 

- 

85 

- 

(8,865) 

41,508 

(12,580) 

(8,865) 

(1,703) 
- 

- 

- 

(1,703) 

- 

41,508 

(12,580) 

- 
- 

(19,745) 

(5,114) 

(24,859) 

- 

- 

27,491  

- 

- 

27,491 

- 

(1,703) 

(24,859) 

27,491 

- 

- 

- 

- 

- 

- 

- 

- 

(10,568) 

16,649 

- 

- 

1,603 

- 

16,514 

Total Equity 
$’000 

269,368 

(7,180) 

36,739 

(35,754) 

(6,195) 

21,890 

15,695 

305 

85 

(11,284) 

274,169 

274,169 

(1,703) 

27,491 
(19,745) 

(5,114) 

929 

11,043 

11,972 

298 

289 

1,603 

(11,284) 

277,047 

As at 1 July 2010 

Currency translation differences 

Net gains on cash flow hedges 

Transfer from cash flow hedge reserve 

Total other comprehensive income for the year 

Profit for the year 

Total comprehensive income for the year  

Equity Transactions: 

Options exercised 

Cost of share-based payments 

Equity dividends 

As at 30 June 2011 

As at 1 July 2011 

Currency translation differences 

Asset revaluation net of tax 

Net gains on cash flow hedges 

Transfer from cash flow hedge reserve 

Total other comprehensive income for the year 

Profit for the year 

Total comprehensive income for the year  

Equity Transactions: 

Shares issued 

Options exercised 

Cost of share-based payments 

Equity dividends 

As at 30 June 2012 

*Reserved shares are in relation to the Austal Group Management Share Plan.              
** Refer to note 20 for details of movements in other reserves 

.

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

17 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 
For the year ended 30 June 2012 

NOTE1. CORPORATE INFORMATION 

The financial report of the Austal Limited Group of Companies (the Group) for the 
year ended 30 June 2012 was authorised for issue in accordance with a resolution 
of the directors on 28 August 2012. 

Austal  Limited  is  a  company  limited  by  shares  incorporated  and  domiciled  in 
Australia whose shares are publicly traded on the Australian stock exchange. 

The nature of the operations and principal activities of the Group are described in 
note 4. 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES 

(a)  Basis of preparation 

The  financial  report  is  a  general-purpose  financial  report,  which  has  been 
prepared in accordance with the requirements of the  Corporations Act 2001 and 
Australian Accounting Standards.  The financial report has also been prepared on 
a  historical  cost  basis,  except  for  derivative  financial  instruments  and  land  and 
buildings that have been measured at fair value.   

The financial report is presented in Australian dollars and all values are rounded to 
the  nearest  thousand  dollars  ($’000)  unless  otherwise  stated  under  the  option 
available to the Company under ASIC Class Order 98/0100.  The Company is an 
entity to which the class order applies. 

The  financial  report  also  presents  the  figures  of  the  consolidated  entity  only, 
unless otherwise stated. Austal Limited is a for profit entity. 

(b)  Statement of compliance 

The 
financial  report  complies  with  Australian  Accounting  Standards  and 
International Financial Reporting Standard (IFRS), as issued by the International 
Accounting Standards Board.  

From  1  July  2011  the  Group  has  adopted  all  the  Standards  and  Interpretations 
mandatory  for  annual  periods  beginning  on  or  after  1  July  2011,  including  the 
following pronouncements: 

  AASB 124: Related Party Disclosures (amendment) effective 1 January 2011 

  AASB 2009 – 12: Amendments to Australian Accounting Standards  
  AASB 2010-4: Amendments to Australian Accounting Standards arising from 

the Annual Improvements Project 

  AASB 2010-5: Amendments to Australian Accounting Standards 

  AASB 1054: Australian Additional Disclosures 

  AASB 2010-6: Amendments to Australian Accounting Standards – 
Disclosures on Transfers of Financial Assets [AASB 1 & AASB 7] 

 

Improvements to AASBs (May 2010) 

Adoption  of  these  Standards  and  Interpretations  did  not  have  any  effect  on  the 
financial position or performance of the Group. 

A  number  of  Australian  Accounting  Standards  and  Interpretations  have  been 
issued or amended but are not yet effective. The relevant pronouncements which 
have not been adopted by the Group are as follows: 

AASB  1048:  Interpretation  of  Standards.  AASB  1048  identifies  the  Australian 
Interpretations  and  classifies  them  into  two  groups:  those  that  correspond  to  an 
IASB  Interpretation  and  those  that  do  not.    Entities  are  required  to  apply  each 
relevant Australian Interpretation in preparing financial statements that are within 
the scope of the Standard.  The revised version of AASB 1048 updates the lists of 
Interpretations for new and amended Interpretations issued since the June 2010 
version of AASB 1048. 

AASB 2010-8: Amendments to Australian Accounting Standards – Deferred Tax: 
Recovery of Underlying Assets. These amendments address the determination of 
deferred  tax  on  investment  property  measured  at  fair  value  and  introduce  a 
rebuttable presumption that deferred tax on investment property measured at fair  

value  should  be  determined  on  the  basis  that  the  carrying  amount  will  be 
recoverable  through  sale.  The  amendments  also  incorporate  SIC-21  Income 
Taxes – Recovery of Re-valued Non-Depreciable Assets into AASB 112. 

AASB 2011-9: Amendments to Australian Accounting Standards – Presentation of 
Other  Comprehensive  Income.  This  Standard  requires  entities  to  group  items 
presented in other comprehensive income on the basis of whether they might be 
reclassified subsequently to profit or loss and those that will not. 

AASB 10: Consolidated Financial Statements. AASB 10 establishes a new control 
model that applies to all entities.  It replaces parts of AASB 127 Consolidated and 
Separate  Financial  Statements  dealing  with  the  accounting  for  consolidated 
financial statements and UIG-112 Consolidation – Special Purpose Entities.  The 
new  control  model  broadens  the  situations  when  an  entity  is  considered  to  be 
controlled by another entity and includes new guidance for applying the model to 
specific  situations,  including  when  acting  as  a  manager  may  give  control,  the 
impact of potential voting rights and when holding less than a majority voting rights 
may give control.   

Consequential amendments were also made to other standards via AASB 2011-7. 

AASB  11:    Joint  Arrangements.  AASB  11  replaces  AASB  131  Interests  in  Joint 
Ventures  and  UIG-113  Jointly-  controlled  Entities  –  Non-monetary  Contributions 
by  Ventures.  AASB  11  uses  the  principle  of  control  in  AASB  10  to  define  joint 
control,  and  therefore  the  determination  of  whether  joint  control  exists  may 
change. In addition it removes the option to account for jointly controlled entities 
(JCEs)  using  proportionate  consolidation. 
joint 
arrangement is dependent on the nature of the rights and obligations arising from 
the arrangement. Joint operations that give the venturers a right to the underlying 
assets  and  obligations  themselves  is  accounted  for  by  recognising  the  share  of 
those assets and obligations.  Joint ventures that give the venturers a right to the 
net assets is accounted for using the equity method.   

Instead,  accounting 

for  a 

Consequential amendments were also made to other standards via AASB 2011-7 
and amendments to AASB 128. 

AASB  12:  Disclosure  of  Interests  in  Other  Entities.  AASB  12  includes  all 
disclosures  relating  to  an  entity’s  interests  in  subsidiaries,  joint  arrangements, 
associates  and  structures  entities.  New  disclosures  have  been  introduced  about 
the judgments made by management to determine whether control exists, and to 
require  summarised  information  about  joint  arrangements,  associates  and 
structured entities and subsidiaries with non-controlling interests. 

AASB  13:  Fair  Value  Measurement.  AASB  13  establishes  a  single  source  of 
guidance for determining the fair value of assets and liabilities. AASB 13 does not 
change when an entity is required to use fair value, but rather, provides guidance 
on how to determine fair value when fair value is required or permitted. Application 
of  this  definition  may  result  in  different  fair  values  being  determined  for  the 
relevant assets. AASB 13 also expands the disclosure requirements for all assets 
or liabilities carried at fair value.  This includes information about the assumptions 
made  and  the  qualitative  impact  of  those  assumptions  on  the  fair  value 
determined. 

Consequential amendments were also made to other standards via AASB 2011-8. 

AASB 119: Employee Benefits. The main change introduced by this standard is to 
revise  the  accounting  for  defined  benefit  plans.    The  amendment  removes  the 
options for accounting for the liability, and requires that the liabilities arising from 
such plans is recognized in full with actuarial gains and losses being recognized in 
other comprehensive income.  It also revised the method of calculating the return 
on  plan  assets.    The  revised  standard  changes  the  definition  of  short-term 
employee  benefits.  The  distinction  between  short-term  and  other  long-term 
employee  benefits  is  now  based  on  whether  the  benefits  are  expected  to  be 
settled wholly within 12 months after the reporting date. 

Consequential amendments were also made to other standards via AASB 2011-
10. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

18 

 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

(b)  Statement of compliance (continued) 

AASB  2011-4:  Amendments  to  Australian  Accounting  Standards  to  Remove 
Individual  Key  Management  Personnel  Disclosure  Requirements.  This 
Amendment  deletes  from  AASB  124  individual  key  management  personnel 
disclosure requirements for disclosing entities that are not companies. 

reporting 

requirements 

for  preparing  general  purpose 

AASB  1053:  Application  of  Tiers  of  Australian  Accounting  Standards.  This 
Standard establishes a differential financial reporting framework consisting of two 
Tiers  of 
financial 
statements: 
(a)  Tier 1: Australian Accounting Standards 
(b)  Tier 2: Australian Accounting Standards – Reduced Disclosure Requirements 
Tier 2 comprises the recognition, measurement and presentation requirements of 
Tier 1 and substantially reduced disclosures corresponding to those requirements. 
The  following  entities  apply  Tier  1  requirements  in  preparing  general  purpose 
financial statements: 
(a)  For-profit  entities  in  the  private  sector  that  have  public  accountability  (as 

defined in this Standard) 

(b)  The Australian Government and State, Territory and Local Governments 
The  following  entities  apply  either  Tier  2  or  Tier  1  requirements  in  preparing 
general purpose financial statements: 
(a)  For-profit private sector entities that do not have public accountability 
(b)  All not-for-profit private sector entities 
(c)  Public  sector  entities  other  than  the  Australian  Government  and  State, 

Territory and Local Governments. 

Consequential  amendments  to  other  standards  to  implement  the  regime  were 
introduced by AASB 2010-2, 2011-2, 2011-6, 2011-11 and 2012-1. 

AASB  2012-2:  AASB  2012-2  principally  amends  AASB  7  Financial  Instruments: 
Disclosures to require disclosure of information that will enable users of an entity’s 
financial  statements 
the  effect  or  potential  effect  of  netting 
arrangements,  including  rights  of  set-off  associated  with  the  entity’s  recognised 
financial  assets  and  recognised  financial  liabilities,  on  the  entity’s  financial 
position. 

to  evaluate 

AASB  2012-4:  Amendments  to  Australian  Accounting  Standards  Government 
Loans.  AASB  2012-4  adds  an  exception  to  the  retrospective  application  of 
Australian Accounting Standards under AASB 1 First-time Adoption of Australian 
Accounting Standards to require that first-time adopters apply the requirements in 
AASB  139  Financial  Instruments:  Recognition  and  Measurement  (or  AASB  9 
Financial  Instruments)  and  AASB  120  Accounting  for  Government  Grants  and 
Disclosure  of  Government  Assistance  prospectively 
loans 
(including those at a below-market rate of interest) existing at the date of transition 
to Australian Accounting Standards. 

to  government 

AASB  2012-5:  Amendments  to  Australian  Accounting  Standards  arising  from 
Annual  Improvements  2009-2011  Cycle–  AASB  2012-5  makes  amendments 
resulting  from  the  2009-2011  Annual  Improvements  Cycle.  The  Standard 
addresses a range of improvements, including the following: 
  repeat application of AASB 1 is permitted (AASB 1); and 
  clarification  of  the  comparative  information  requirements  when  an  entity 
third  balance  sheet  (AASB  101  Presentation  of  Financial 

provides  a 
Statements). 

AASB  2012-3:  Amendments  to  Australian  Accounting  Standards  –  Offsetting 
Financial Assets and Financial Liabilities: AASB 2012-3 adds application guidance 
to  AASB  132  Financial  Instruments:  Presentation  to  address  inconsistencies 
identified  in  applying  some  of  the  offsetting  criteria  of  AASB  132,  including 
clarifying the meaning of  “currently has a legally enforceable right of set-off” and 
that  some  gross  settlement  systems  may  be  considered  equivalent  to  net 
settlement. 

includes  requirements 

Instruments:  AASB  9 

AASB  9:  Financial 
the 
classification  and  measurement  of  financial  assets.    It  was  further  amended  by 
AASB 2010-7 to reflect amendments to the accounting for financial liabilities. 
These  requirements  improve  and  simplify  the  approach  for  classification  and 
measurement  of  financial  assets  compared  with  the  requirements  of  AASB  139. 
The main changes are described below.  
(a) 

for 

Financial  assets  that  are  debt  instruments  will  be  classified  based  on  (1) 
the  objective  of  the  entity’s  business  model  for  managing  the  financial 
assets; (2) the characteristics of the contractual cash flows.   
Allows  an  irrevocable  election  on  initial  recognition  to  present  gains  and 
losses on investments in equity instruments that are not held for trading in 
other  comprehensive  income.  Dividends  in  respect  of  these  investments 
that are a return on investment can be recognised in profit or loss and there 
is no impairment or recycling on disposal of the instrument.  
Financial  assets  can  be  designated  and  measured  at  fair  value  through 
profit  or  loss  at  initial  recognition  if  doing  so  eliminates  or  significantly 
reduces a measurement or recognition inconsistency that would arise from 
measuring  assets  or  liabilities,  or  recognising  the  gains  and  losses  on 
them, on different bases. 

(b) 

(c) 

(d)  Where the fair value option is used for financial liabilities the change in fair 

value is to be accounted for as follows: 

  The  change  attributable  to  changes  in  credit  risk  are  presented  in  other 

comprehensive income (OCI) 

  The remaining change is presented in profit or loss 

If this approach creates or enlarges an accounting mismatch in the profit or loss, 
the effect of the changes in credit risk are also presented in profit or loss. 
Consequential  amendments  were  also  made  to  other  standards  as  a  result  of 
AASB  9,  introduced  by  AASB  2009-11  and  superseded  by  AASB  2010-7  and 
2010-10. 

A  full  assessment  has  not  yet  been  completed  of  the  impact  of  all  the  new  or 
amended Accounting Standards and interpretations issued but not effective. 

 (c)  Basis of consolidation 

The consolidated financial statements comprise the financial statements of Austal 
Limited and its subsidiaries as at and for the year ended 30 June each year (the 
Group).  

Subsidiaries are all those entities over which the Group has the power to govern 
the  financial  and  operating  policies  so  as  to  obtain  benefits  from  their  activities. 
The existence and effect of potential voting rights that are currently exercisable or 
convertible  are  considered  when  assessing  whether  a  group  controls  another 
entity. 

Financial  statements  of  foreign  controlled  entities  presented  in  accordance  with 
overseas  accounting  principles  are,  for  consolidation  purposes,  adjusted  to 
comply  with  group  policy  and  generally  accepted  accounting  principles  in 
Australia.  In  preparing  the  consolidated  financial  statements,  all  intercompany 
balances,  transactions,  unrealised  gains  and  losses  resulting  from  intra-group 
transactions and dividends have been eliminated in full. 

Subsidiaries are fully consolidated from the date on which control is obtained by 
the  Group  and  cease  to  be  consolidated  from  the  date  on  which  control  is 
transferred out of the Group. 

Investments in subsidiaries held by Austal Limited are accounted for at cost in the 
separate  financial  statements  of  the  parent  entity  less  any  impairment  charges. 
Dividends  received  from  subsidiaries  are  recorded  as  a  component  of  other 
revenues in the statement of comprehensive income of the parent entity, and do 
not impact the recorded cost of the investment. Upon receipt of dividend payments 
from subsidiaries, the parent will assess whether any indicators of impairment of 
the carrying value of the investment in the subsidiary exist. Where such indicators 
exist,  to  the  extent  that  the  carrying  value  of  the  investment  exceeds  its 
recoverable amount, an impairment loss is recognised. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

19 

 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

Impairment of non-financial assets other than goodwill 

(d)  Business combinations 

Business  combinations  are  accounted  for  using  the  acquisition  method.  The 
consideration  transferred  in  a  business  combination  shall  be  measured  at  fair 
value, which shall be calculated as the sum of the acquisition date fair values of 
the  assets  transferred  by  the  acquirer,  the  liabilities  incurred  by  the  acquirer  to 
former  owners  of  the  acquiree  and  the  equity  issued  by  the  acquirer,  and  the 
amount  of  any  non-controlling  interest  in  the  acquiree.  For  each  business 
combination,  the  acquirer  measures  the  non-controlling  interest  in  the  acquiree 
either at fair value or at the proportionate share of the acquiree's identifiable net 
assets. 

Acquisition-related costs are expensed as incurred, and included in administrative 
expenses. 

When  the  Group  acquires  a  business,  it  assesses  the  financial  assets  and 
liabilities  assumed  for  appropriate  classification  and  designation  in  accordance 
with  the  contractual  terms,  economic  conditions,  the  Group’s  operating  or 
accounting policies and other pertinent conditions as at the acquisition date. This 
includes the separation of embedded derivatives in host contracts by the acquiree.  

If the business combination is achieved in stages, the acquisition date fair value of 
the acquirer's previously held equity interest in the acquiree is remeasured to fair 
value at the acquisition date through profit or loss. 

Any contingent consideration to be transferred by the acquirer will be recognised 
at fair value at the acquisition date. Subsequent changes to the fair value of the 
contingent  consideration  which  is  deemed  to  be  an  asset  or  liability  will  be 
recognised in accordance with AASB 139 either in profit or loss or as a change to 
other  comprehensive  income.  If  the  contingent  consideration  is  classified  as 
equity, it should not be remeasured until it is finally settled within equity. 

Acquisitions prior to July 2009 were accounted for using the purchase method of 
accounting. 

(e)  Significant accounting judgements, estimates and assumptions 

The Group assesses impairment of all assets at each reporting date by evaluating 
conditions  specific  to  the  Group  and  to  the  particular  asset  that  may  lead  to 
impairment.  These include product and manufacturing performance, technology, 
economic  and  political  environments  and  future  product  expectations.    If  an 
impairment  trigger  exists,  the  recoverable  amount  of  the  asset  is  determined.   
The recoverable amount of the asset is the higher of fair value less costs to sell 
and value in use.  In assessing value in use, the estimated future cash flows are 
discounted to their present value using a pre-tax discount rate that reflects current 
market assessments of the time value of money and the risks specific to the asset. 

For  an  asset  that  does  not  generate  largely  independent  cash  inflows,  the 
recoverable amount is determined for the cash-generating unit to which the asset 
belongs, unless the asset’s value in use can be estimated to be close to its fair 
value. 

Impairment  exists  when  the  carrying  value  of  an  asset  or  a  cash-general  unit 
exceeds its estimated recoverable amount.  The asset or cash-generating unit is 
then written down to its recoverable amount. 

(ii)  Significant accounting estimates and assumptions  

The carrying amounts of certain assets and liabilities are often determined based 
on  estimates  and  assumptions  of  future  events.    The  key  estimates  and 
assumptions  that  have  a  significant  risk  of  causing  a  material  adjustment  to  the 
carrying amounts of certain assets and liabilities within the next annual reporting 
period are: 

Workers compensation 

The  Group  has  carried  out  an  estimation  of  workers  compensation  claims  that 
have been incurred but not yet reported. 

Warranty 

The  Group  has  carried  out  an  estimation  of  warranty  costs  that  have  been 
incurred but not yet reported. 

(i)  Significant accounting judgements 

Long service leave 

In  the  process  of  applying  the  Group’s  accounting  policies,  management  has 
made  the  following  judgements,  apart  from  those  involving  estimations,  which 
have  the  most  significant  effect  on  the  amounts  recognised  in  the  financial 
statements: 

Construction contract revenue 

The assessment of construction contract revenue in accordance with the Group’s 
accounting  policies  requires  certain  estimates  to  be  made  of  total  contract 
revenues, total contract costs and the current stage of completion.  Management 
have  made  estimates  in  this  area,  which  if  ultimately  inaccurate  will  impact  the 
level  of  revenue  recognised  in  the  Consolidated  Statement  of  Comprehensive 
Income of 2012 and beyond. 

Expected construction profits at completion 

In  determining  the  gross  profit  on  construction  projects  the  Group  has  made 
estimates in relation to the assessment of projects on a percentage of completion 
basis,  in  particular  with  regard  to  accounting  for  variations,  the  timing  of  profit 
recognition  and  the  amount  of  profit  recognised.  The  percentage  of  complete  is 
calculated  on  actual  costs  over  the  sum  of  actual  costs  plus  projected  costs  to 
complete the contract and profit is recognised from commencement of the project. 

Assumptions  are  formulated  when  determining  the  Group’s  long  service  leave 
obligations.    This  requires  estimation  of  the  probability  of  current  employees 
attaining the service period required to qualify for long service leave benefits. 

Share-based payment transactions 

The  Group  measures  the  cost  of  equity-settled  transactions  with  employees  by 
reference to the fair value of the equity instruments at the date at which they are 
granted.  The fair value is determined by an external valuer using a Monte Carlo 
model, with the assumptions detailed in note 28. 

Estimation of useful lives of assets 

The  estimation  of  the  useful  lives  of  assets  has  been  based  on  historical 
experience.  In addition, the condition of the assets is assessed at least once per 
year and considered against the remaining useful life.  Adjustments to useful life 
are made when considered necessary.  Depreciation charges are included in note 
12. 

Derivative financial instruments and hedging 

When applying hedge accounting the Group has considered all relevant factors in 
determining that the future anticipated transaction is highly probable. 

Tax losses 

Revaluation of land and buildings 

The  Group  has  estimated  that  there  will  be  adequate  future  profits  available  to 
absorb all the tax losses incurred to date. 

The Group measures land and buildings at revalued amounts with changes to fair 
value  being  recognised  in  other  comprehensive  income.  The  Group  engaged 
independent valuation specialists to determine the fair value as at balance date.  

Recovery of deferred tax assets 

Deferred  tax  assets  are  recognised  for  deductible  temporary  differences  as 
management  considers  that  it  is  probable  that  future  taxable  profits  will  be 
available to utilise those temporary differences. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

20 

 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

(i)  Leases 

(f)  Revenue recognition 

Revenue is recognised and measured at fair value of the consideration received 
or receivable to the extent that it is probable that the economic benefits will flow to 
the  Group  and  the  revenue  can  be  reliably  measured.    The  following  specific 
recognition criteria must also be met before revenue is recognised: 

(i)  Construction Contract Revenue 

Construction  contract  revenue  is  brought  to  account  on  a  percentage  of 
completion basis, based on actual costs incurred as a proportion of estimated total 
contract costs. 

Where  the  contract  outcome  cannot  be  measured  reliably,  contract  costs  are 
recognised as an expense as incurred and where it is probable that the costs will 
be recovered, revenue is recognised only to the extent of the costs incurred. 

(ii)  Sale of Goods and Scrap  

Revenue is recognised when the significant risks and rewards of ownership of the 
goods have passed to the buyer.  Risk and rewards of ownership are considered 
passed to the buyer at the time of delivery of the goods to the customer. 

(iii)  Charter Revenue  

Charter  revenue  is  operating  rentals  received  on  charter  of  vessels  and  is 
recognised when the control over the right to revenue is achieved.   

The determination of whether an arrangement is or contains a lease is based on 
the  substance  of  the  arrangement  and  requires  an  assessment  of  whether  the 
fulfilment of the arrangement is dependent on the use of a specific asset or assets 
and the arrangement conveys a right to use the asset. 

Operating  lease  payments  are  recognised  as  an  expense  in  the  statement  of 
comprehensive income on a straight-line basis over the lease term.  

(j)  Cash and cash equivalents 

Cash and short-term deposits in the statement of financial position comprise cash 
at  bank  and  in  hand  and  short-term  deposits  with  an  original  maturity  of  three 
months or less. 

For the purposes of the Cash Flow Statement, cash and cash equivalents consist 
of cash and cash equivalents as defined above, net of cash held as a guarantee.  

(k)  Trade and other receivables 

Trade receivables, which are  within  the normal credit terms, are  recognised and 
carried at original invoice amount less an allowance for any uncollectible amounts.  
An allowance for doubtful debts is made when there is objective evidence that the 
Group  will  not  be  able  to  collect  the  debts.    Bad  debts  are  written  off  when 
identified. 

(iv)  Service Revenue 

(l)  Reserved shares 

Service  revenue  is  brought  into  account  on  a  percentage  of  completion  basis, 
based on actual costs incurred as a proportion of  estimated total contract costs. 
Where  the  contract  outcome  cannot  be  measured  reliably,  contract  costs  are 
recognised as an expense as incurred and where it is probable that the cost will 
be recovered, revenue is recognised only to the extent of the costs incurred. 

Own  equity  instruments  which  are  issued  and  held  by  a  trustee  under  Austal 
Group  Management  Share  Plan  are  classified  as  reserved  shares  and  are 
deducted  from  equity.    No  gain  or  loss  is  recognised  in  the  statement  of 
comprehensive income on the purchase, sale, issue or cancellation of the Group’s 
own equity instruments. 

 (v)  Interest income  

(m) Inventories 

Revenue  is  recognised  as  interest  accrues  using  the  effective  interest  method.  
This  is  a  method  of  calculating  the  amortised  cost  of  a  financial  asset  and 
allocating the interest income over the relevant period using the effective interest 
rate,  which  is  the  rate  that  exactly  discounts  estimated  future  cash  receipts 
through the expected life of the financial  asset to the net carrying amount of the 
financial asset. 

Construction  work  in  progress  is  valued  at  contract  cost  incurred  to  date,  plus 
profit  recognised  to  date,  less  any  provision  for  anticipated  future  losses  and 
progress  billings.    Costs  include  production  overheads.  Construction  profits  are 
recognised  on  the  percentage  of  completion  basis.  Percentage  of  completion  is 
determined by reference to actual costs to date as a proportion of estimated total 
contract costs. 

(vi) Dividends 

Revenue  is  recognised  when  the  Group’s  right  to  receive  the  payment  is 
established. 

(g)  Government grants 

Stock and finished goods are valued at the lower of cost and net realisable value, 
where  costs  include  production  overheads.  Cost  of  stock  is  determined  on  the 
weighted average cost basis. 

(n)  Derivative financial instruments and hedging 

Government grants are recognised when there is reasonable assurance that the 
grant will be received and all attaching conditions will be complied with. 

When  the  grant  relates  to  an  expense  item,  it is  recognised  as  income over  the 
periods necessary to match the grant on a systematic basis to the costs that it is 
intended to compensate. 

The  Group  uses  derivative  financial  instruments  such  as  forward  exchange 
contracts and forward currency options to hedge its risks associated with foreign 
currency fluctuations.  Such derivative financial instruments are stated at fair value 
on  the  date  on  which  a  derivative  contract  is  entered  into  and  are  subsequently 
remeasured at fair value.  Derivatives are carried as assets when the fair value is 
positive and as liabilities when the fair value is negative.   

When the grant relates to an asset, the fair value is credited to a deferred income 
account  and  is  released  to  the  statement  of  comprehensive  income  over  the 
expected useful life of the relevant asset by equal annual instalments. 

Any gains or losses arising from changes in the fair value of derivatives, except for 
those  that  qualify  as  cash  flow  hedges,  are  taken  to  the  statement  of 
comprehensive income. 

(h)  Borrowing costs 

Borrowing costs directly attributable to the acquisition, construction or production 
of  a  qualifying  asset  (i.e.  an  asset  that  necessarily  takes  a  substantial  period  of 
time to get ready for its intended use or sale) are capitalised as part of the cost of 
that asset. All other borrowing costs are expensed in the period they occur. 

Borrowing  costs  consist  of  interest  and  other  costs  that  an  entity  incurs  in 
connection with the borrowing of funds.  

The fair value of forward currency contracts is calculated by reference to current 
forward exchange rates for contracts with similar maturity profiles.   

For the purposes of hedge accounting, hedges are classified as:  

 

 

fair value hedges when they hedge the exposure to changes in the fair value 
of  a  recognised  asset  or  liability  or  an  unrecognised  firm  commitment  other 
than foreign currency risk; or 

cash flow hedges when they hedge exposure to variability in cash flows that is 
attributable  either  to  a  particular  risk  associated  with  a  recognised  asset  or 
liability or foreign exchange risks on firm commitments. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

21 

 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

(n)  Derivative financial instruments and hedging (contined) 

At  the  inception  of  a  hedge  relationship,  the  Group  formally  designates  and 
documents  the  hedge  relationship  to  which  the  Group  wishes  to  apply  hedge 
accounting  and  the  risk  management  objective  and  strategy  for  undertaking  the 
hedge.  The documentation includes identification of the hedging instrument, the 
hedged item or transaction, the nature of the risk being hedged and how the entity 
will  assess  the  hedging  instrument’s  effectiveness  in  offsetting  the  exposure  to 
changes in the hedged item’s fair value or cash flows attributable to the hedged 
risk.    Such  hedges  are  expected  to  be  highly  effective  in  achieving  offsetting 
changes  in  fair  value  or  cash  flows  and  are  assessed  on  an  ongoing  basis  to 
determine  that  they  actually  have  been  highly  effective  throughout  the  financial 
reporting periods for which they were designated.   

Hedges  that  meet  the  strict  criteria  for  hedge  accounting  are  accounted  for  as 
follows: 

(i)  Fair value hedges 

Fair value hedges are hedges of the Group’s exposure to changes in the fair value 
of a recognised asset or liability or an unrecognised firm commitment other than 
foreign exchange rate risk, or an identified portion of such an asset, liability or firm 
commitment that is attributable to a particular risk and could affect profit or loss.  
For  fair  value  hedges,  the  carrying  amount  of  the  hedged  item  is  adjusted  for 
gains  and  losses  attributable  to  the  risk  being  hedged,  the  derivative  is 
remeasured  to  fair  value  and  gains  and  losses  from  both  are  taken  to  the 
statement of comprehensive income. 

The  Group  discontinues  fair  value  hedge  accounting  if  the  hedging  instrument 
expires or is sold, terminated or exercised, the hedge no longer meets the criteria 
for  hedge  accounting  or  the  Group  revokes  the  designation.    Any  adjustment  to 
the  carrying  amount  of  a  hedged  financial  instrument  for  which  the  effective 
interest method is used is amortised to the statement of comprehensive income.  
Amortisation may begin as soon as an adjustment exists and shall begin no later 
than  when  the  hedged  item  ceases  to  be  adjusted  for  changes  in  its  fair  value 
attributable to the risk being hedged. 

(ii)  Cash flow hedges 

Cash flow hedges are hedges of the Group’s exposure to variability in cash flows 
that is attributable to a particular risk associated with a recognised asset or liability 
or  a  highly  probable  forecast  transaction  and  the  foreign  exchange  risks  on  firm 
commitments and that could affect profit or loss.  The effective portion of the gain 
or  loss  on  the  hedging  instrument  is  recognised  directly  in  equity,  while  the 
ineffective portion is recognised in the statement of comprehensive income. 

Amounts  taken  to  equity  are  transferred  to  the  statement  of  comprehensive 
income when the hedged transaction affects profit or loss, such as when hedged 
income or expenses are recognised  or when a committed and future sale or the 
asset is consumed.  When the hedged item is the cost of a non-financial asset or 
liability, the amounts taken to equity are transferred to the initial carrying amount 
of the non-financial asset or liability. 

If  the  forecast  transaction  is  no  longer  expected  to  occur,  amounts  previously 
recognised in equity are transferred to the statement of comprehensive income.  If 
the  hedging  instrument  expires  or  is  sold,  terminated  or  exercised  without 
replacement  or  rollover,  or  if  its  designation  as  a  hedge  is  revoked,  amounts 
previously  recognised  in  equity  remain  in  equity  until  the  forecast  transaction 
occurs.  If the related transaction is not expected to occur, the amount is taken to 
statement of comprehensive income for the period  

(o)  Foreign currency translation  

Both the functional and presentation currency of Austal Limited and its Australian 
subsidiaries  is  Australian  dollars  (A$).    Each  entity  in  the  Group  determines  its 
own  functional  currency  and  items  included  in  the  financial  statements  of  each 
entity are measured using that functional currency. 

Transactions in foreign currencies are initially recorded in the functional currency 
by  applying  the  exchange  rates  ruling  at  the  date  of  the  transaction.    Monetary 
assets and liabilities denominated in foreign currencies are retranslated at the rate 
of exchange ruling at the balance date.  All exchange differences arising from the 
above procedures are taken to the statement of comprehensive income.  

The functional currency of Austal USA is United States dollars (US$). 

As at the reporting date, the assets and liabilities of the overseas subsidiaries are 
translated into the presentation currency of Austal Limited at the rate of exchange 
ruling  at  the  balance  date  and  the  statement  of  comprehensive  income  is 
translated  at  the  average  exchange  rates  for  the  period.    The  exchange 
differences arising on the translation are taken directly to a separate component of 
equity.    On  disposal  of  a  foreign  entity,  the  deferred  cumulative  amount 
recognised  in  equity  relating  to  that  particular  foreign  operation  is  recognised  in 
the statement of comprehensive income. 

 (p) Income tax  

Current tax assets and liabilities for the current and prior periods are measured at 
the amount expected to be recovered from or paid to the taxation authorities.  The 
tax rates and tax laws used to compute the amount are those that are enacted or 
substantively enacted by the balance date. 

Deferred income tax is provided on all temporary differences at the balance date 
between  the  tax  bases  of  assets  and  liabilities  and  their  carrying  amounts  for 
financial reporting purposes. 

Deferred income tax liabilities are recognised for all taxable temporary differences 
except: 

  when  the  deferred  income  tax  liability  arises  from  the  initial  recognition  of 
goodwill  or  of  an  asset  or  liability  in  a  transaction  that  is  not  a  business 
combination and, at the time of the transaction, affects neither the accounting 
profit nor taxable profit or loss; or 

  when  the  taxable  temporary  differences  associated  with  investments  in 
subsidiaries,  associates  or  interests  in  joint  ventures,  and  the  timing  of  the 
reversal of the temporary differences can be controlled and it is probable that 
the temporary differences will not reverse in the foreseeable future. 

  Deferred  income  tax  assets  are  recognised  for  all  deductible  temporary 
differences, carry-forward of unused tax assets and unused tax losses, to the 
extent that it is probable that taxable profit will be available against which the 
deductible temporary differences, and the carry-forward of unused tax assets 
and unused tax losses can be utilised except: 

  when  the  deferred  income  tax  asset  relating  to  the  deductible  temporary 
difference  arises  from  the  initial  recognition  of  an  asset  or  liability  in  a 
transaction  that  is  not  a  business  combination  and,  at  the  time  of  the 
transaction, affects neither the accounting profit nor taxable profit or loss; or 

  when the deductible temporary differences is associated with investments in 
subsidiaries,  associates  and  interests  in  joint  ventures  in  which  case  a 
deferred tax asset is only recognised to the extent that it is probable that the 
temporary differences will reverse in the foreseeable future and taxable profit 
will be available against which the temporary  

The carrying amount of deferred income tax assets is reviewed at each balance 
date and reduced to the extent that it is no longer probable that sufficient taxable 
profit will be available to allow all or part of the deferred income tax asset to be 
utilised. 

Unrecognised  deferred  income  tax  assets  are  reassessed  at  each  balance  date 
and are recognised to the extent that it has become probable that future taxable 
profit will allow the deferred tax asset to be recovered. 

Deferred income tax assets and liabilities are measured at the tax rates that are 
expected to apply to the year when the asset is realised or the liability is settled, 
based  on  tax  rates  (and  tax  laws)  that  have  been  enacted  or  substantively 
enacted at the balance date. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

22 

 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

(p)  Income tax (continued) 

Income  taxes  relating  to  items  recognised  directly  in  equity  are  recognised  in 
equity and not in the statement of comprehensive income. 

Deferred  tax  assets  and  deferred  tax  liabilities  are  offset  only  if  a  legally 
enforceable right exists to set off current tax assets against current tax liabilities 
and the deferred tax assets and liabilities relate to the same taxable entity and the 
same taxation authority. 

 (q) Other taxes 

Revenues, expenses and assets are recognised net of the amount of GST except: 

  when  the  GST  incurred  on  a  purchase  of  goods  and  services  is  not 
recoverable from the taxation authority, in which case the GST is recognised 
as part of the cost of acquisition of the asset or as part of the expense item as 
applicable; and 

 

receivables and payables, which are stated with the amount of GST included. 

The net amount of GST recoverable from, or payable to, the taxation authority is 
included as part of receivables or payables in the statement of financial position. 

Cash flows are included in the Cash Flow Statement on a gross profit basis and 
the GST component of cash flows arising from investing and financing activities, 
which is recoverable from, or payable to, the taxation authority, are classified as 
operating cash flows. 

Commitments  and  contingencies  are  disclosed  net  of  the  amount  of  GST 
recoverable from, or payable to, the taxation authority. 

(r)  Property, plant and equipment 

Plant and equipment is stated at cost less accumulated depreciation and any 
accumulated impairment losses.   

During the year ended 30 June 2012, the Group changed its accounting policy 
from the cost model to the revaluation model for land and buildings. 

Land  and  buildings  are  measured  at  fair  value  on  buildings  and  less  any 
impairment  losses  recognised  after  the  date  of  revaluation.  Valuations  are 
performed  frequently  to  ensure  that  the  fair  value  of  a  revalued  asset  does  not 
differ materially from its carrying value.   

Any  revaluation  surplus  is  recorded  in  other  comprehensive  income  and  hence, 
credited  to  the  asset  revaluation  reserve  in  equity,  except  to  the  extent  that  it 
reverses  a  revaluation  decrease  of  the  same  asset  previously  recognised  in  the 
statement of comprehensive income, in which case, the increase is recognised in 
the  profit  and  loss.  A  revaluation  deficit  is  recognised  in  the  statement  of 
comprehensive income except to the extent that it offsets an existing surplus on 
the  same  asset  recognised  in  the  asset  revaluation  reserve.  Accumulated 
depreciation  as  at  the  revaluation  date  is  eliminated  against  the  gross  carrying 
amount of the asset and the net amount is restated to the revalued amount of the 
asset. Upon disposal, any revaluation reserve relating to the particular asset being 
sold is transferred to retained earnings. 

Depreciation is calculated on a straight-line and diminishing value basis over the 
estimated useful life of the asset as follows: 

Buildings – over 40 years straight-line 

Plant and equipment – over 2 to 10 years 

The assets’ residual values, useful lives and amortisation methods are reviewed, 
and adjusted if appropriate, at each financial year end. 

(i) 

Impairment 

The carrying values of plant and equipment are reviewed for impairment at each 
reporting date, with recoverable amount being estimated when events or changes 
in circumstances indicate the carrying value of the asset may be impaired.   

The  recoverable  amount  of  plant  and  equipment  is  the  higher  of  fair  value  less 
costs to sell and value in use.  In assessing value in use, the estimated future  

cash flows are discounted to their present value using a pre-tax discount rate that 
reflects  current  market  assessments  of  the  time  value  of  money  and  the  risks 
specific to the asset. 

For an asset that does not generate largely independent cash inflows, recoverable 
amount  is  determined  for  the  cash-generating  unit  to  which  the  asset  belongs, 
unless the asset’s value in use can be estimated to be close to its fair value. 

An impairment exists when the carrying value of an asset or a cash-general unit 
exceeds its estimated recoverable amount.  The asset or cash-generating unit is 
then written down to its recoverable amount. 

Impairment  losses  on  plant  and  equipment  are  recognised  in  the  statement  of 
comprehensive income.  

The  asset  or  cash-generating  unit  that  suffered  an  impairment  is  tested  for 
possible reversal of the impairment whenever events or changes in circumstances 
indicate that the impairment may have reversed. 

 (ii)  De-recognition and disposal 

An item of property, plant and equipment is derecognised upon disposal or when 
no further future economic benefits are expected from its use or disposal. 

Any  gain  or  loss  arising  on  de-recognition  of  the  asset  (calculated  as  the 
difference  between  the  net  disposal  proceeds  and  the  carrying  amount  of  the 
asset) is included in the statement of comprehensive income in the year the asset 
is derecognised. 

(s)  Non-current assets held for sale 

Non-current assets classified as held for sale are measured at the lower of their 
carrying amount and fair value less costs to sell. Non-current assets are classified 
as  held  for  sale  if  their  carrying  amounts  will  be  recovered  principally  through  a 
sale transaction rather than through continuing use. This condition is regarded as 
met  only  when  the  sale  is  highly  probable  and  the  asset  or  disposal  group  is 
available  for  immediate  sale  in  its  present  condition.  Management  must  be 
committed  to  the  sale,  which  should  be  expected  to  qualify  for  recognition  as  a 
completed sale within one year from the date of classification. 

Property,  plant  and  equipment  and  intangible  assets  once  classified  as  held  for 
sale are not depreciated or amortised. 

(t) 

Investments and other financial assets 

Financial assets in the scope of AASB 139 Financial Instruments: Recognition and 
Measurement are classified as either financial assets at fair value through profit or 
loss,  loans  and  receivables,  held-to-maturity  investments,  or  available-for-sale 
investments, as appropriate.  When financial assets are recognised initially, they 
are  measured  at  fair  value,  plus,  in  the  case  of  investments  not  at  fair  value 
through  profit  or  loss,  directly  attributable  transactions  costs.    The  Group 
determines the classification of its financial assets on initial recognition. 

All  regular  way  purchases  and  sales  of  financial  assets  are  recognised  on  the 
trade  date i.e. the date that  the Group commits to  purchase the asset.   Regular 
way purchases or sales are purchases or sales of financial assets under contracts 
that  require  delivery  of  the  assets  within  the  period  established  generally  by 
regulation or convention in the marketplace. 

Loans and receivables 

Loans  and  receivables  are  non-derivative 
fixed  or 
determinable payments that are not quoted in an active market.  Such assets are 
carried  at  amortised  cost  using  the  effective  interest  method.    Gains  and  losses 
are recognised in profit or loss when the loans and receivables are derecognised 
or impaired as well as through the amortisation process. 

financial  assets  with 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

23 

 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

 (u) Impairment – Financial assets 

A financial asset is assessed at each reporting date to determine whether there is 
any  objective  evidence  that  it  is impaired.    A  financial  asset  is considered  to  be 
impaired  if  objective  evidence  indicates  that  one  or  more  events  have  had  a 
negative effect on the estimated future cash flows of that asset. 

An impairment loss in respect of a financial asset which is measured at amortised 
cost is calculated as the difference between its carrying amount, and the present 
value  of  the  estimated  future  cash  flows,  discounted  at  the  original  effective 
interest rate. 

Individually significant financial assets are tested for impairment on an individual 
basis.    The  remaining  financial  assets  are  assessed  collectively  in  groups  that 
share similar credit risk characteristics. 

All  impairment  losses  are  recognised  in  profit  or  loss.    An  impairment  loss  is 
reversed if the reversal can be related objectively to an event occurring after the 
impairment  loss  was  recognised.    For  financial  assets  measured  at  amortised 
cost, the reversal is recognised in profit or loss. 

Useful lives 

Finite 

Computer Software 

Method used 

2.5 years – Straight line 

Amortisation  method  reviewed  at  each  financial 
year-end 

Internally generated 
or acquired 

Acquired 

Impairment testing 

Reviewed annually for indicator of impairment 

Useful lives 

Finite 

Development costs 

Method used 

5 years – Straight line 

Amortisation  method  reviewed  at  each  financial 
year-end 

Internally generated 
or acquired 

Internally generated 

(v)  Intangible assets 

Impairment testing 

Reviewed annually for indicator of impairment 

Intangible  assets  acquired  separately  are  initially  measured  at  cost.    Following 
initial  recognition,  intangible  assets  are  carried  at  cost  less  any  accumulated 
amortisation  and  any  accumulated  impairment  losses.    Internally  generated 
intangible assets, excluding capitalised development costs, are not capitalised and 
expenditure  is  charged  against  profits  in  the  year  in  which  the  expenditure  is 
incurred.  

The useful lives of intangible assets are assessed to be either finite or indefinite.  
Intangible assets with finite lives are amortised over the useful life and assessed 
for  impairment  whenever  there  is  an  indication  that  the  intangible  asset  may  be 
impaired.  The amortisation period and the amortisation method for an intangible 
asset  with  a  finite  useful  life  are  reviewed  at  least  at  each  financial  year-end.  
Changes  in  the  expected  useful  life  or  the  expected  pattern  of  consumption  of 
future economic benefits embodied in the asset are accounted for by changing the 
amortisation  period  or  method,  as  appropriate,  which  is  a  change  in  accounting 
estimate.    The  amortisation  expense  on  intangible  assets  with  finite  lives  is 
recognised  in  the  statement  of  comprehensive  income  in  the  expense  category 
consistent with the function of the intangible asset. 

Research and Development costs 

Research  costs  are  expensed  as  incurred.  Development  expenditure  on  an 
individual  project  are  recognised  as  an  intangible  asset  when  the  Group  can 
demonstrate: 

 

 

 

 

 

the technical feasibility of completing the intangible asset so that it will 
be available for use or sale 

its intention to complete and its ability to use or sell the asset 

how the asset will generate future economic benefits 

the availability of resources to complete the asset 

the ability to measure reliably the expenditure during development 

Following initial recognition of the development expenditure as an asset, the asset 
is carried at cost less any accumulated amortisation and accumulated impairment 
losses. Amortisation of the  asset begins when development is complete and the 
asset  is  available  for  use.  It  is  amortised  over  the  period  of  expected  future 
benefit.  Amortisation  is  recorded  in  costs  of  sales.  During  the  period  of 
development, the asset is tested for impairment annually. 

A summary of the policies applied to the Group’s intangible assets is as follows: 

 (w) Impairment of non-financial assets 

The Group assesses at each reporting date whether there is an indication that an 
asset may be impaired.  If any such indication exists, or when annual impairment 
testing  for  an  asset  is  required,  the  Group  makes  an  estimate  of  the  asset’s 
recoverable amount.  An asset’s recoverable amount is the higher of its fair value 
less  costs  to  sell  and  its  value  in  use  and  is  determined  for  an  individual  asset, 
unless the asset  does not generate  cash inflows that  are largely independent of 
those from other assets or groups of assets and the asset’s value in use cannot 
be  estimated  to  be  close  to  its  fair  value.    In  such  cases  the  asset  is  tested  for 
impairment  as  part  of  the  cash-generating  unit  to  which  it  belongs.    When  the 
carrying  amount  of  an  asset  or  cash-generating  unit  exceeds  its  recoverable 
amount,  the  asset  or  cash-generating  unit  is  considered  impaired  and  is  written 
down to its recoverable amount. 

In assessing value in use, the estimated future cash flows are discounted to their 
present  value  using  a  pre-tax  discount  rate  that  reflects  current  market 
assessments of the time value of money and the risks specific to the asset. 

An  assessment  is  also  made  at  each  reporting  date  as  to  whether  there  is  any 
indication  that  previously  recognised  impairment  losses  may  no  longer  exist  or 
may  have  decreased.    If  such  indication  exists,  the  recoverable  amount  is 
estimated.  A previously recognised impairment loss is reversed only if there has 
been a change in the estimates used to determine the asset’s recoverable amount 
since  the  last  impairment  loss  was  recognised.    If  that  is  the  case,  the  carrying 
amount  of  the  asset  is  increased  to  its  recoverable  amount.    That  increased 
amount cannot exceed the carrying amount that would have been determined, net 
of  depreciation,  had  no  impairment  loss  been  recognised  for  the  asset  in  prior 
years.    Such  reversal  is  recognised  in  the  statement  of  comprehensive  income.  
After  such  a  reversal,  the  depreciation  charge  is  adjusted  in  future  periods  to 
allocate  the  asset’s  revised  carrying  amount,  less  any  residual  value,  on  a 
systematic basis over its remaining useful life. 

(x)  Trade and other payables 

Trade payables and other payables are carried at amortised costs and represent 
liabilities  for  goods  and  services  provided  to  the  Group  prior  to  the  end  of  the 
financial year that are unpaid and arise when the Group becomes obliged to make 
future payments in respect of the purchase of these goods and services. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

24 

 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

  The Austal Group Management Share Plan (AGMSP); and 

(y)  Interest-bearing loans and borrowings 

  The Employee Share Option Plan (ESOP). 

All  loans  and  borrowings  are  initially  recognised  at  the  fair  value  of  the 
consideration received less directly attributable transaction costs. 

After  initial  recognition,  interest-bearing  loans  and  borrowings  are  subsequently 
measured at amortised cost using the effective interest method.   

Gains and losses are recognised in the statement of comprehensive income when 
the liabilities are derecognised. 

The  cost  of  these  equity-settled  transactions  with  employees  is  measured  by 
reference to the fair value at the date at which they are granted.  The fair value is 
determined by an external valuer using a Monte Carlo model. 

In  valuing  equity-settled  transactions,  no  account  is  taken  of  any  performance 
conditions, other than conditions linked to the price of the shares of Austal Limited 
(market conditions) if applicable. 

(z)  Provisions 

Provisions  are  recognised  when  the  Group  has  a  present  obligation  (legal  or 
constructive) as a result of a past event, it is probable that an outflow of resources 
embodying  economic  benefits  will  be  required  to  settle  the  obligation  and  a 
reliable estimate can be made of the amount of the obligation.   

A provision for dividends is not recognised as a liability unless the dividends are 
declared, determined or publicly recommended on or before the reporting date. 

If the effect of the time value of money is material, provisions are discounted using 
a current pre-tax rate that reflects the risks specific to the liability. 

When discounting is used, the increase in the provision due to the passage of time 
is recognised as a finance cost. 

 (i)  Warranties 

Provision  for  warranty  is  made  upon  delivery  of  the  vessels  based  on  the 
estimated future costs of warranty repairs on vessels. 

(ii)  Workers’ compensation insurance 

A  provision  for  workers’  compensation  insurance  is  recognised  for  the  expected 
costs of current claims and claims incurred but not reported at the balance date. 

 (iii) Provision for onerous contracts 

Provision is made for unrecognised present obligations of contracts to the extent 
that it exceeds the economic benefits expected to be received under the contracts. 

(aa) Employee leave benefits 

(i)  Wages, salaries, annual leave, vested sick leave and work safe bonus 

Liabilities  for  wages  and  salaries,  including  non-monetary  benefits,  annual  leave 
and accumulating sick leave  due to  be settled  within 12  months  of the reporting 
date are recognised in other payables in respect of employees’ services up to the 
reporting date.  They are measured at the amounts expected to be paid when the 
liabilities are settled. 

(ii)  Long service leave 

The  liability  for  long  service  leave  is  recognised  in  the  provision  for  employee 
benefits  and  measured  as  the  present  value  of  expected  future  payments  to  be 
made  in  respect  of  services  provided  by  employees  up  to  the  reporting  date.  
Consideration  is  given  to  expected  future  wage  and  salary  levels,  experience  of 
employee  departures,  and  periods  of  service.    Expected  future  payments  are 
discounting  using  market  yields  at  the  reporting  date  on  national  government 
bonds with terms to maturity and currencies that match, as closely as possible, the 
estimated future cash outflows. 

(ab) Share-based payment transactions 

Equity settled transactions 

The Group provides benefits to employees (including executive directors and key 
management  personnel)  of  the  Group  in  the  form  of  share-based  payments, 
whereby employees render services in exchange for shares or rights over shares 
(equity-settled transactions). 

The  cost  of  equity-settled 
together  with  a 
corresponding  increase  in  equity,  over  the  period  in  which  the  performance 
conditions  are  fulfilled,  ending  on  the  date  on  which  the  relevant  employees 
become fully entitled to the award (the vesting period). 

transactions 

recognised, 

is 

Equity settled transactions 
The  cumulative  expense  recognised  for  equity-settled  transactions  at  each 
reporting date until vesting date reflects (i) the extent to which the vesting period 
has expired and (ii) the number of awards that, in the opinion of the directors of 
the Group, will ultimately vest.  This opinion is formed based on the best available 
information at balance date.  No adjustment is made for the likelihood of market 
performance conditions being met as the effect of these conditions is included in 
the  determination  of  fair  value  at  grant  date.    The  statement  of  comprehensive 
income  charge  or  credit  for  a  period  represents  the  movement  in  cumulative 
expense recognised as at the beginning and end of that period. 

No  expense  is  recognised  for  awards  that  do  not  ultimately  vest,  except  for 
awards where vesting is conditional upon a market condition. 

If the terms of an equity-settled award are modified, as a minimum an expense is 
recognised  as  if  the  terms  had  not  been  modified.    In  addition,  an  expense  is 
recognised  for  any  modification  that  increases  the  total  fair  value  of  the  share-
based  payment  arrangement,  or  is  otherwise  beneficial  to  the  employee,  as 
measured at the date of modification. 

If an equity-settled award is cancelled, it is treated as if it had vested on the date 
of cancellation, and any expense not yet recognised for the award is recognised 
immediately.  However, if a new award is substituted for the cancelled award and 
designated as a replacement award on the date that it is granted,  the cancelled 
and new award are treated as if they were a modification of the original award, as 
described in the previous paragraph. 

Shares in the Group held by the AGMSP are classified and disclosed as reserved 
shares  and  deducted  from  equity.    Refer  to  note  2(l)  for  the  accounting  policy 
applied to these shares. 

(ac) Contributed equity 

Ordinary shares are classified as equity.  Incremental costs directly attributable to 
the issue of new shares or options are shown in equity as a deduction, net of tax, 
from the proceeds of the new shares or options. 

(ad) Earnings per share 

Basic earnings per share is calculated as net profit attributable to members of the 
parent,  adjusted  to  exclude  costs  of  servicing  equity  (other  than  dividends)  and 
preference share dividends, divided by the weighted average number of  ordinary 
shares, adjusted for any bonus element. 

Diluted earnings per share are calculated as net profit attributable to members of 
the parent, adjusted for: 

 

 

costs  of  servicing  equity  (other  than  dividends)  and  preference  share 
dividends; 

the after tax effect of dividends and interest associated with dilutive potential 
ordinary shares that have been recognised as expenses;  

  other  non-discretionary  changes  in  revenues  or  expenses  during  the  period 

that would result from the dilution of potential ordinary shares; and 

There are currently two plans in place to provide these benefits, which extend to 
senior management and directors: 

  divided  by  the  weighted  average  number  of  ordinary  shares  and  dilutive 

potential ordinary shares, adjusted for any bonus element. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

25 

 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 

(ae) Operating Segments 

An  operating  segment  is  a  component  of  an  entity  that  engages  in  business 
activities from which it may earn revenues and incur expenses (including revenues 
and expenses relating to transactions with other components of the same entity), 
whose  operating  results  are  regularly  reviewed  by  the  entity's  chief  operating 
decision maker to make decisions about resources to be allocated to the segment 
and  assess  its  performance  and  for  which  discrete  financial  information  is 
available.  This  includes  start-up  operations  which  are  yet  to  earn  revenues. 
Management  will  also  consider  other  factors  in  determining  operating  segments 
such  as  the  existence  of  a  line  manager  and  the  level  of  segment  information 
presented to the board of directors. 

Operating segments have been identified based on the information provided to the 
chief operating decision makers — being the executive management team. 

The  group  aggregates  two  or  more  operating  segments  when  they  have  similar 
economic  characteristics,  and  the  segments  are  similar  in  each  of  the  following 
respects: 

  Nature of the products and services 

  Nature of the production processes 

  Type or class of customer for the products and services 

  Methods  used  to  distribute  the  products  or  provide  the  services,  and  if 

applicable 

  Nature of the regulatory environment 

Operating segments that meet the quantitative criteria as prescribed by  AASB 8 
are reported separately. 

However, an operating segment that does not meet the quantitative criteria is still 
reported separately where information about the segment would be useful to users 
of the financial statements. 

Information about other business activities and operating segments that are below 
the quantitative criteria are combined and disclosed in a separate category for “all 
other segments”. Refer to Note 4. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

26 

 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 3. REVENUE AND EXPENSES 

Revenue and Expenses from Continuing Operations 

(a)  Revenue 

Construction contract revenue 

Charter  revenue 

Service revenue 

Rental revenue 

Sale of scrap 

Interest from other unrelated parties 

(b)  Other income 

Government grants 

Training reimbursement 

Gain on disposal of property, plant and equipment 

Net foreign exchange gain 

Other income 

(c)  Expenses 

Cost of sales – construction contracts 

Cost of sales – service 

Marketing expenses 

Administration expenses 

Chartering expenses 

(d) Impairment   

Impairment of assets 

(e) Gain on deferred premium options 

Foreign exchange gain on forward currency options less deferred premiums 

(f)  Finance costs 

Interest paid to unrelated parties 

(g)  Depreciation, amortisation and foreign exchange differences included in the statement of 
comprehensive income 

Depreciation excluding impairment 

Amortisation 

Net realised foreign exchange gain 

2012 

$’000 

617,847 

11,298 

20,007 

680 

2,519 

645 

652,996 

4,550 

8,822 

4,269 

9,037 

1,140 

27,818 

589,391 

12,203 

12,299 

44,356 

7,912 

666,161 

2,545 

5,114 

2011 

$’000 

469,161 

9,968 

21,591 

543 

2,164 

429 

503,856 

6,056 

4,167 

39 

- 

139 

10,401 

422,268 

11,277 

15,071 

36,175 

7,612 

492,403 

- 

677 

4,665 

2,739 

14,457 

1,867 

- 

14,378 

1,127 

(4,129) 

(h)  Lease payments included in statement of comprehensive income (Included in administration 
expenses) 

Rental expenses on operating leases 

1,877 

1,431 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

27 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 3. REVENUE AND EXPENSES (continued) 

(i)  Employee benefits expense 

Wages and salaries 

Superannuation 

Share based payments 

Workers’ compensation costs 

Annual leave (reversal)/expense 

Long service leave expense 

NOTE 4. OPERATING SEGMENTS 

Identification of reportable segments: 

2012 

$’000 

2011 

$’000 

163,054 

 157,455  

3,592  

1,603 

2,927  

2,526 

1,002 

 6,066  

85  

 2,180  

458  

(675) 

174,704 

165,569 

For  management  purposes  the  group  is  organised  into  four  business  segments  based  on  the  location  of  the  production  facilities,  related  sales  regions  and  types  of 
activity. 

The Chief Executive Officer monitors the performance of the business segments separately for the purpose of making decisions about resources to be allocated and of 
assessing performance.  Segment performance is evaluated based on operating profit or loss. Finance costs, finance income and income tax are managed on a group 
basis. 

The Group’s reportable segments are as follows: 

Henderson Shipyard Operations (“HSO”) 

The HSO business manufactures high performance aluminium defence vessels for navys and border protection agencies for markets worldwide, excluding the USA. 

USA 

The USA manufactures high performance aluminium defence vessels for the U.S. Navy. 

Service & Systems 

The Service business provides training and  on-going support  and maintenance for high  performance vessels and includes the chartering of  a vessel to the U.S. 
Navy’s Military Sealift Command. 

Philippines Shipyard Operations (“PSO”) 

The PSO business manufactures high performance aluminium commercial vessels for markets worldwide, excluding the USA. 

Other/Unallocated 

The  following  items  and  associated  assets  and  liabilities  are  not  allocated  to  operating  segments  as  they  are  not  considered  part  of  the  core  operations  of  any 
segment: 

  Cost of group services 

  Corporate overheads 

  Revenue from property leased to other group segments 

  Finance revenue and costs 

  Taxation 

  Assets held for sale 

  Derivatives 

  Commercial vessel charter contracts 

Accounting policies and inter-segment transactions 

The accounting policies used by the Group in reporting segments internally are the same as those contained in note 2 to the accounts. 

Inter-entity sales are recognised based on an arm’s length pricing structure. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

28 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 4. OPERATING SEGMENTS (continued) 

Year Ended 30 June 2012 

Revenues 

External customers 

Inter-segment 

Total revenues (i) 

HSO 
   $’000 

USA 
   $’000 

PSO 
   $’000 

Service & 
Systems 
$’000 

Other/ 
Unallocated 
$’000 

Eliminations/ 
Adjustments 
$’000 

Total 
$’000 

48,993 

14,740 

63,733 

570,300 

1,942 

30,238 

- 

- 

2,600 

570,300 

1,942 

32,838 

878 

2,010 

2,888 

- 

652,351 

(19,350) 

- 

(19,350) 

652,351 

Segment result (ii) 

(13,653) 

15,796 

(798) 

405 

31,064 

(16,237) 

16,577 

Depreciation and amortisation 

Gain on deferred premium 

 (1,597)  

 (12,256)  

 (142)  

(841)  

 (1,488)  

5,114 

- 

- 

- 

- 

 -    

 (16,324)  

- 

5,114 

Segment assets 

Additions to non-current assets 

130,294 

480,586 

(1,036)^ 

10,010 

107,952 

569 

331 

427 

328,582 

12,501 

(112,770) 

825,987 

- 

131,459 

Year Ended 30 June 2011 

Revenues 

External customers 

Inter-segment 

Total revenues (i) 

133,915 

343,915 

14,970 

- 

148,885 

343,915 

Segment result (ii) 

(10,134) 

26,053 

Depreciation and amortisation 

Gain on deferred premium 

Segment assets 

Additions to non-current assets 

 (2,367)  

 (9,246)  

677 

- 

146,061 

346,338 

2,653 

41,683 

- 

- 

- 

- 

- 

- 

- 

- 

28,834 

1,076 

29,910 

(3,237) 

436 

(2,801) 

- 

503,427 

(16,482) 

- 

(16,482) 

503,427 

(1,765) 

(5,994) 

13,942 

22,102 

(1,370)  

 (2,522)  

- 

- 

 -    

 (15,505)  

- 

677 

8,531 

333 

235,782 

(62,092) 

674,620 

- 

- 

44,669 

^ Due to funding from related entities liabilities exceed assets in these segments. 

i)  Segment revenue does not include finance revenue of $0.645 million (30 June 2011: $0.429 million). 

ii)  Segment result does not include finance revenue of $0.645 million (30 June 2011: $0.429 million) and finance costs of $4.665 million (30 June 2011: $2.739 million). 

Reconciliation of segment result 

Segment profit 

Finance income 

Finance expenses 

Consolidated profit before income tax  

Reconciliation of segment revenue 

Segment revenue 

Finance income 

Consolidated revenue  

2012 

$’000 

16,577 

645 

(4,665) 

12,557 

2012 

$’000 

652,351 

645 

652,996 

2011 

$’000 

22,102 

429 

(2,739) 

19,792 

2011 

$’000 

503,427 

429 

503,856  

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

29 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 4. OPERATING SEGMENTS (continued) 

During the current and prior year one customer in the USA segment generated revenue of $570.300 million (2011: $343.915 million). In the current year two customers in 
the Australian segment generated revenue of $20.281 million (2011: $nil) and $14.152 million (2011: $nil) respectively. During the prior financial year two customers in 
the Australian segment generated revenue of $78.734 million and $31.044 million respectively. 

Revenue from external customers by geographical location of customers:* 

North America 

South America 

Europe 

Asia  

Australia  

Other 

Total  

Non-current assets, other than financial instruments and deferred tax assets by geographical 
location: 

USA 

Philippines 

Cyprus 

Australia 

Total  

Non-current assets, by geographical location comprise: 

Property, plant and equipment 

Intangible assets 

Total 

Notes 

12 

13 

2012 

$’000 

570,300 

- 

23,594 

12,237 

31,218 

15,647 

652,996 

2012 

$’000 

288,314 

10,174 

12,448 

59,447 

370,383 

370,383 

5,045 

375,428 

2011 

$’000 

343,915 

21,091 

91,577 

8,045 

24,067 

14,732 

503,427 

2011 

$’000 

167,177 

- 

- 

46,161 

213,338 

208,275 

5,063 

213,338 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

30 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 5.  INCOME TAX 

The major components of income tax expense are: 

Statement of comprehensive income 

Current income tax 

Current income tax charge 

Adjustments in respect of current income tax of the previous year 

Deferred income tax 

Relating to origination and reversal of temporary differences 

Income tax expense/(benefit) reported in the statement of comprehensive income 

Statement of changes in equity 

Deferred income tax related to items charged or credited directly to equity 

Deferred gains and losses on foreign currency contracts 

Deferred gains on revaluation of property, plant and equipment 

2012 

$’000 

(6,826) 

636 

7,704 

1,514 

(10,675) 

14,662 

A reconciliation between tax expense and the product of accounting profit before income tax multiplied by the Group’s applicable income tax rate is as follows: 

Accounting profit/(loss) before income tax from continuing operations 

At the Group’s statutory income tax rate of 30% (2011: 30%) 

Adjustment for Austal USA statutory income tax rate of 36.9% (2011: 36.9%) 

International rate differential  

Current year research & development allowances 

Prior year research & development allowances 

Share based payments (equity settled) 

Franking deficit tax rebate 

Recognition of Austal USA employment tax credits 

Recognition of Austal USA R&D Tax credits 

Other 

Income tax expense/(benefit) reported in the statement of comprehensive income 

12,557 

3,767 

2,144 

(292) 

- 

- 

- 

- 

(390) 

(3,949) 

234 

1,514 

2011 

$’000 

12,117 

(5,264) 

(8,951) 

(2,098) 

2,777 

- 

19,792 

5,938 

(73) 

- 

(3,520) 

(3,796) 

(240) 

(798) 

- 

- 

391 

(2,098) 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

31 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 5.  INCOME TAX (continued) 

Statement of Financial Position 

                  Statement of Comprehensive Income 

Deferred income tax 

Deferred income tax at 30 June relates to the following: 

Deferred tax assets - Australia 

Unrealised foreign exchange loss 

Undeducted borrowing costs 

Provisions 

Inventories 

Payables 

Losses available for offset against future taxable income 

Deferred tax liabilities - Australia 

Unrealised foreign exchange gain 

Property, Plant and Equipment 

Inventories 

Deferred gains and losses on foreign currency contracts 

Research & Development 

Net deferred tax liabilities - Australia 

Deferred income tax 

Deferred income tax at 30 June relates to the following: 

Deferred tax assets - USA 

Provisions 

Payables 

Unrealised foreign exchange gain 

Losses available for offset against future taxable income 

USA employment tax credits 

USA R&D tax credits 

Charitable donations 

Deferred tax liabilities - USA 

Property, Plant and Equipment 

Net deferred tax liabilities - USA 

Deferred tax expense/(income) 

2012 

$’000 

8,243 

62 

4,261 

849 

186 

1,053 

14,654 

2,045 

6,055 

- 

11,617 

14,585 

34,302 

19,648 

2011 

$’000 

8,072 

63 

5,884 

- 

764 

1,741 

16,524 

1,845 

- 

946 

22,383 

14,585 

39,759 

23,235 

2012 

$’000 

(171) 

- 

1,623 

(849) 

578 

688 

1,869 

200 

(13) 

(946) 

512 

- 

(247) 

2011 

$’000 

(7,741) 

9 

1,358 

- 

(240) 

1,926 

(4,688) 

1,530 

- 

(10,416) 

5,096 

(2,849) 

(6,639) 

1,622 

(11,327) 

Statement of Financial Position 

                  Statement of Comprehensive Income 

2012 

$’000 

2,013 

6,252 

204 

6,315 

390 

3,949 

32 

19,155 

18,775 

18,775 

(380) 

2011 

$’000 

1,535 

- 

413 

6,576 

- 

- 

- 

8,524 

- 

- 

8,524 

2012 

$’000 

(478) 

(6,252) 

205 

261 

(390) 

(3,949) 

(32) 

10,635 

16,717 

16,717 

6,082 

7,704 

2011 

$’000 

(996) 

500 

(413) 

3,285 

- 

- 

- 

2,376 

- 

- 

2,376 

(8,951) 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

32 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 5.  INCOME TAX (continued) 

Tax consolidation 

Austal  Limited  (‘the  Company’)  is  the  head  entity  in  a  tax-consolidated  group  comprising  the  Company  and  its  100%  owned  Australian  resident  subsidiaries.    The 
implementation date of the tax consolidated system for the tax-consolidated group was 1 July 2002.  Members of the group have entered into a tax sharing arrangement 
in order to allocate income tax expense to the wholly owned subsidiaries on a pro-rata basis.  The agreement provides for the allocation of income tax liabilities between 
the entities should the head entity default on its tax payment obligations.  At the balance date, the possibility of default was remote. 

Tax effect by members of the tax consolidated group 

The current and deferred tax amounts for the tax-consolidated group are allocated among the entities in the group using a stand-alone taxpayer approach whereby each 
entity in the tax-consolidated group measures its current and deferred taxes as if it continued to be a separately taxable entity in its own right.  Deferred tax assets and 
deferred tax liabilities are measured by reference to the carrying amounts of the assets and liabilities in each entity’s statement of financial position and their tax values 
applying under tax consolidation.   

Any current tax liabilities (or assets) and deferred tax assets arising from unused tax losses assumed by the head entity from the subsidiaries in the tax consolidated 
group are recognised in conjunction with any tax funding arrangement amounts (refer below).   

The Company recognises deferred tax assets arising from unused tax losses of the tax-consolidated group to the extent that it is probable that future taxable profits of the 
tax-consolidated group will be available against which the asset can be utilised. 

Any subsequent period adjustments to deferred tax assets arising from unused tax losses assumed from subsidiaries are recognised by the head entity only. 

The  members  of  the  tax-consolidated  group  have  entered  into  a  tax  funding  arrangement  which  sets  out  the  funding  obligations  of  members  of  the  tax-consolidated 
group in respect of tax amounts.  The tax funding arrangements require payments to/from the head entity equal to the current tax liability (asset) assumed by the head 
entity and any tax-loss deferred tax asset assumed by the head entity.   

In preparing the accounts for the parent company for the current year, no amounts have been recognised as tax consolidation contribution/distribution adjustments. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

33 

 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 6. EARNINGS PER SHARE 

Basic earnings per share amounts are calculated by dividing net profit for the year attributable to ordinary equity holders of the parent by the weighted average number of 
ordinary shares outstanding during the year. 

Diluted  earnings  per  share  amounts  are  calculated  by  dividing  the  net  profit  attributable  to  ordinary  equity  holders  of  the  parent  by  the  weighted  average  number  of 
ordinary shares outstanding during the year plus the weighted average number of ordinary shares that would be issued on the conversion of all the dilutive potential 
ordinary shares into ordinary shares. 

The following reflects the income share data used in the basic and diluted earnings per share computations: 

Net profit attributable to ordinary equity holders of the parent from continuing operations 

Weighted average number of ordinary shares (excluding reserved shares) for basic earnings per 
share 

Effect of dilution – share options 

Weighted average number of ordinary shares (excluding reserved shares) adjusted for the effect 
of dilution 

2012 

$’000 

11,043 

2011 

$’000 

21,890 

2012 

Number 

2011 

Number 

183,766,205 

183,559,322 

462,579 

767,611 

184,228,784 

184,326,933 

Earnings per share (cents per share) 

Diluted earnings per share (cents per share) 

6.01 

5.99 

11.9 

11.9 

There have been no other transactions involving ordinary shares or potential ordinary shares between the reporting date and the date of completion of these financial 
statements. 11,273,611 (2011: 9,664,402) potential ordinary shares have been excluded from the earnings per share calculation as they were not considered dilutive. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

34 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 7.  DIVIDENDS PAID AND PROPOSED 

Paid during the year 

Dividends on ordinary shares: 

Final franked dividend for year ended 30 June 2011 paid during 

Year ended 30 June 2012: 6 cents (2011: 6 cents) 

Approved by Directors on 18 August 2011  

Dividends on ordinary shares: 

Final franked dividend for 2011: 6 cents (2010: 6 cents) 

2012 

$’000 

2011 

$’000 

11,284 

11,284 

- 

11,284 

The tax rate at which paid dividends have been franked is 30% (2011: 30%).  Dividends proposed will be franked at the rate of 30% (2011: 30%).  No dividend was 
proposed at 30 June 2012. 

As at 30 June 2012, franking credits available to the parent company were $nil million (2011: $0.417 million).   

NOTE 8. CASH AND CASH EQUIVALENTS 

Current 

Cash at bank and in hand 

Restricted cash (i) 

Non-current 

Other financial assets 

Restricted cash (ii) 

Cash at bank earns interest at floating rates based on daily bank deposit rates. 

Reconciliation to cash flow statement 

For the purposes of the Cash Flow Statement, cash and cash equivalents comprise the following at 30 June: 

Cash at bank and in hand 

Less restricted cash held as a guarantee - non current 

2012 

$’000 

51,811 

52,940 

2011 

$’000 

42,265 

128,837 

944 

903 

105,695 

(944) 

104,751 

172,005 

(903) 

171,102 

(i)  Current restricted cash represents the unspent proceeds of the Go Zone Bond issuance which occurred in May 2011. The funds may only be spent on those capital 
works projects that were specifically identified in the documentation issued to investors. It is expected that the restricted cash will be fully utilised in the course of the 
next year in funding the approved capital works. At 30 June 2012, $75.856 million of the restricted cash was spent (2011: nil). 

The restricted cash is invested in capital protected interest bearing US government securities. 

(ii)  Non-current restricted cash represents a security deposit held for worker’s compensation insurance. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

35 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 8. CASH AND CASH EQUIVALENTS (continued) 

Reconciliation of net profit after tax to net cash flows from operations 

Net profit 

Adjustments for: 

Depreciation  

Amortisation 

Impairment of non-current assets 

Net gain  on disposal of property, plant and equipment 

Share based payments 

Unrealised (gain)/loss on deferred premium options and other derivative financial instruments 

Changes in assets and liabilities: 

(Decrease)/increase in provisions for: 

   Income tax (current and deferred) 

   Workers’ compensation insurance 

   Warranty 

   Employee benefits 

   Other provisions 

(Increase)/decrease in debtors 

(Increase)/decrease in work in progress 

(Increase)/decrease in other inventories 

(Increase)/decrease in other assets 

(Increase)/decrease in other financial assets 

(Decrease)/increase in trade creditors 

(Decrease)/increase in progress payments in advance 

(Decrease)/increase in government grants 

Net cash inflow/(outflow) from operating activities 

NOTE 9. TRADE AND OTHER RECEIVABLES 

Current 

Trade amounts owing by unrelated entities – construction contracts (i)  

Allowance account for doubtful debts (ii) 

2012 

$’000 

11,043 

14,457  

1,867  

45 

(4,269)  

1,603    

(5,114) 

11,227  

262  

(7,333)  

(1,148) 

(17) 

(74,189) 

(15,606) 

-  

(788)  

(6,156) 

75,793  

24,611  

6,848  

33,136 

2012 

$’000 

96,586 

(414) 

96,172 

2011 

$’000 

21,890 

 14,378  

 1,127  

- 

 (39)  

85    

(677)  

 (10,298)  

 (272)  

 1,598  

 (1,835)  

 196  

9,060  

97,515  

 (150)  

 (5,027)  

(5,056)  

 (32,371)  

 (9,138)  

 (14,419)  

61,999 

2011 

$’000 

23,849 

(1,863) 

21,986 

Non-current 

Trade amounts owing by unrelated entities 

(i)  Current trade amounts owing by unrelated entities are generally on 30 day terms. 

18 

15 

(ii)  During the year the group  provided  for $0.414 million (2011:  $1.863 million) as  an allowance account for doubtful debts. These  provisions have  been created in 
relation to specific debtors whose debts were past  due. The Group is currently negotiating  payment  arrangements with  these debtors,  however does not  believe 
there is objective evidence that these debts are not impaired. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

36 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 9. TRADE AND OTHER RECEIVABLES (continued) 

As at 30 June 2012, trade receivables of an initial value of $0.414 million (2011: $1.863m) were impaired and fully provided for. See below for the movements in the 
provision for impairment of receivables: 

At 1 July 2010 

Charge for the year 

Utilised 

Unused amounts reversed 

At 30 June 2011 

Charge for the year 

Utilised 

Unused amounts reversed 

At 30 June 2012 

For ageing of debtors refer to note 21. 

NOTE 10. INVENTORIES 

Construction work in progress – total amounts due from customers on construction contracts 
and stock vessels at cost 

Less:  progress payments received and receivable from construction contracts 

Materials 

Total inventories 

NOTE 11. PREPAYMENTS 

Current  

Prepayments  

Individually impaired 

$’000 

- 

1,863 

- 

- 

1,863 

414 

(1,863) 

- 

414 

2012 

$’000 

1,557,303 

(1,363,830)  

193,473 

56 

193,529 

2012 

$’000 

6,538 

Total 

$’000 

- 

1,863 

- 

- 

1,863 

414 

(1,863) 

- 

414 

2011 

$’000 

  1,307,390 

 (1,129,687)  

177,703 

219 

177,922 

2011 

$’000 

5,792 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

37 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 12. PROPERTY, PLANT AND EQUIPMENT 

Freehold land & 
buildings 

$’000 

Plant & 
equipment 

$’000 

Capital WIP 

$’000 

Total 

$’000 

Year ended 30 June 2012 

At 1 July 2011 – cost or valuation 

Carrying amount net of accumulated depreciation and impairment 

 143,177  

Additions 

Transfer in/(out) 

Transfer to Held for sale assets ^ 

Disposals 

Depreciation charge for the year 

Impairment 

Revaluation  

Exchange adjustment 

83,684 

14,484 

(1,561) 

(2,787) 

(5,957) 

(45) 

42,152 

553 

 42,378  

39,892 

(6,732) 

- 

(6) 

(8,500) 

- 

- 

598 

 22,720  

7,883 

(7,752) 

- 

 -    

 -    

- 

- 

6,202 

 208,275 

131,459 

- 

(1,561) 

(2,793) 

(14,457) 

(45) 

42,152 

7,353 

At 30 June 2012, carrying amount net of accumulated depreciation and 
impairment 

273,700 

67,630 

29,053 

370,383 

At 1 July 2011 

Cost  

Accumulated depreciation and impairment 

Net carrying amount 

At 30 June 2012 

Fair value 

Cost  

Accumulated depreciation and impairment 

Net carrying amount 

Interest capitalised to capital work in progress during the year was $0.975 million (2011: nil). 

 171,855  

 (28,678)  

 143,177  

273,700 

- 

-  

273,700 

 77,478  

 (35,100)  

 42,378  

- 

110,946  

(43,316)  

67,630 

 22,720  

 -    

 22,720  

- 

29,053 

 -    

29,053  

 272,053  

 (63,778)  

 208,275  

273,700 

139,999                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             

(43,316)  

370,383 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

38 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 12. PROPERTY, PLANT AND EQUIPMENT (continued) 

Year ended 30 June 2011 

At 1 July 2010 

Carrying amount net of accumulated depreciation and impairment 

Additions 

Transfer in/(out) 

Disposals 

Depreciation charge for the year 

Exchange adjustment 

Freehold land & 
buildings 

$’000 

Plant & 
equipment 

$’000 

Capital WIP 

$’000 

Total 

$’000 

157,909 

 5,441  

 16,537  

 (3,029)  

 (7,089)  

 (26,592)  

43,050 

 12,649  

 319  

 (542)  

 (7,289)  

 (5,809)  

16,775 

 26,579  

 (16,769)  

 -    

 -    

 (3,865)  

217,734 

 44,669  

 87  

 (3,571)  

 (14,378)  

 (36,266)  

At 30 June 2011, carrying amount net of accumulated depreciation and 
impairment 

 143,177  

 42,378  

 22,720  

 208,275 

At 1 July 2010 

Cost  

Accumulated depreciation and impairment 

Net carrying amount 

At 30 June 2011 

Cost  

Accumulated depreciation and impairment 

Net carrying amount 

(i)  The useful life of the assets was estimated as follows both for 2012 and 2011: 

Building                            40 years 

Plant and equipment         2 to 10 years 

(ii)  Assets are encumbered to the extent noted in note 17. 

^ The property classified as Held for Sale was subsequently sold in July 2012. 

181,117 

(23,208) 

157,909 

 171,855  

 (28,678)  

 143,177  

75,194 

(32,144) 

43,050 

 77,478  

 (35,100)  

 42,378  

16,775 

- 

16,775 

273,086 

(55,352) 

217,734 

 22,720  

 -    

 22,720  

 272,053  

 (63,778)  

 208,275  

Revaluation of Land & Buildings 
From 29 June 2012, the Group has changed its accounting policy for the measurement of land and buildings to the revaluation model. The Group engaged CB Richard 
Ellis and Knight Frank to determine the fair value of its land and buildings for USA and Australia respectively. Both firms are accredited independent valuers. 

Fair value is determined by use of the depreciation replacement cost method. The date of the revaluations were 29 June 2012. 

If land and buildings were measured using the cost model, the carrying amount would be as follows: 

Cost 

Accumulated Depreciation and impairment 

Net Carrying Amount 

2012 

$’000 

254,599 

(29,700) 

224,899 

2011 

$’000 

171,855 

(28,678) 

143,177 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

39 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 13. INTANGIBLE ASSETS 

Year ended 30 June 2012 

At 1 July 2011 

Carrying amount net of accumulated amortisation 

Additions 

Amortisation for the year 

Exchange adjustment 

At 30 June 2012, carrying amount net of accumulated amortisation and 
impairment 

At 1 July 2011 

Cost  

Accumulated amortisation and impairment 

Net carrying amount 

At 30 June 2012 

Cost  

Accumulated amortisation and impairment 

Net carrying amount 

Computer 
Software 

$’000 

Development 
costs ^ 

$’000 

5,063 

1,038 

(1,867) 

147 

4,381 

9,402 

(4,339) 

5,063 

10,673  

(6,292) 

4,381  

- 

664  

- 

-  

664 

- 

- 

- 

664  

- 

664  

Total 

$’000 

5,063 

1,702 

(1,867) 

147  

5,045  

9,402 

(4,339) 

5,063 

11,337 

(6,292)  

5,045  

^ The Group during the year commenced the development of a minor warfare combatant command and control system used in military applications.  The development of 
this software meets the criteria of an internally generated asset. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

40 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 14. DERIVATIVES 

Financial assets 

Current 

Forward exchange contracts 

Forward currency options 

Non-current 

Forward exchange contracts 

Forward currency options 

Financial liabilities 

Current 

Forward exchange contracts 

Non-current 

Forward exchange contracts 

For terms and conditions attached to the forward exchange contracts and forward currency options, refer to note 22. 

2012 

$’000 

31,830 

4,211 

36,041 

10,625 

- 

10,625 

2,186 

5,757 

2011 

$’000 

 26,219  

 11,586  

37,805 

 31,542  

 5,691  

 37,233  

153 

274 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

41 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 15. TRADE AND OTHER PAYABLES 

Current 

Trade & other payables owed to unrelated entities (i) 

(i)  Trade payables are unsecured, non-interest bearing and are normally settled on 45 day terms. 

NOTE 16. INTEREST BEARING LOANS AND BORROWINGS 

Notes 

Current 

Bank loan (unsecured) (i) 

Equipment line (secured) (vi) 

Deferred option premium (unsecured) (ii) 

Cash advance multi option facility (secured) (iii) 

Business term multi option lending facility (secured) (iv) 

Non-current 

Bank loan (unsecured) (i) 

Equipment line (secured) (vi) 

Deferred option premium (unsecured) (ii) 

Go Zone Bonds (secured) (v) 

2012 

$’000 

128,626 

2012 

$’000 

13,553 

2,438 

2,982 

- 

- 

18,973 

9,470  

17,557 

- 

219,417 

246,444 

2011 

$’000 

52,837 

2011 

$’000 

3,605 

- 

4,949 

- 

- 

8,554 

5,508 

- 

2,737 

209,740 

217,985 

Terms and conditions in relation to the above interest bearing liabilities: 

(i)  The unsecured bank loan is payable by instalments until October 2014, with an average interest rate of 7%.  

(ii)  The deferred option premium is payable in US dollars upon exercise of the options. 

(iii)  The cash advance facility expires on 30 June 2013.  

(iv)  The Business term multi option lending facilities expire on 30 June 2013 and 31 October 2013, respectively. 

(v)  The Go Zone Bonds are variable rate demand  bonds and mature on 1 May 2041, payable in US dollars with an average interest rate of approximately 4%. The 

bonds are supported by letters of credit which expire in October 2013 (refer to Note 23).    

(vi)  The Term equipment purchase facility expires in October 2015. 

The loans and facilities incur interest at various average rates between 4% and 7% 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

42 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 16. INTEREST BEARING LOANS AND BORROWINGS (continued) 

Financing facilities available 

At reporting date, the following financing facilities had been negotiated and were available: 

Total facilities: 

- bank facilities (a) 

- Go Zone Bonds 

- bank loan (unsecured) (b) 

- deferred option premium (unsecured) 

Total  

Facilities used at reporting date 

- bank facilities (a) 

- Go Zone Bonds 

- bank loan (unsecured) (b) 

- deferred option premium (unsecured) 

Total 

Facilities unused at reporting date: 

- bank facilities (a) 

- Go Zone Bonds 

- bank loan (unsecured) (b) 

- deferred option premium (unsecured) 

Total 

2012 

$’000 

222,351 

221,529 

42,977 

2,982 

489,839 

58,032 

219,417 

23,023 

2,982 

303,454 

2012 

$’000 

164,319 

2,112 

19,954 

- 

186,385 

2011 

$’000 

222,814 

209,740 

46,605 

7,686 

486,845 

31,832 

209,740 

9,113 

7,686 

258,371 

2011 

$’000 

190,982 

- 

37,492 

- 

228,474 

All the Group’s facilities are subject to review and are subject to cancellation at either party’s election in the event of an occurrence of a reviewable event or upon expiry 
of each arrangement. 

(a)  Bank facilities consist of bank and performance guarantees, letters of credit, cash advances and equipment loans.  

(b)  Bank loan is guaranteed by a third party. 

The bank facilities have various expiry dates up to October 2015. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

43 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 17. GOVERNMENT GRANTS 

Current 

Infrastructure development (i) 

Non-current 

Infrastructure development (i) 

2012 

$’000 

3,561 

2011 

$’000 

3,567 

48,753 

41,896 

The grants were received from various government bodies in Alabama to fund the expansion of the company’s Mobile, USA operations. 

 (i)  The grants are amortised, on a straight line basis, based on the effective life of the funded assets.  

NOTE 18. PROVISIONS 

At 1 July 2011 

Arising during the year 

Utilised 

Unused amounts reversed 

Effects of foreign exchange 

At 30 June 2012 

Current 2012 

Non-current 2012 

At 30 June 2012 

Current 2011 

Non-current 2011 

At 30 June 2011 

Employee 
benefits 

Workers’ 
compensation 

$’000 

12,310 

8,895 

(10,566) 

392 

130 

11,161 

9,806 

1,355 

11,161 

10,894 

1,416 

12,310 

$’000 

5,661 

638 

(438) 

- 

62 

5,923 

5,923 

- 

5,923 

5,661 

- 

5,661 

Warranty 

$’000 

9,854 

652 

(9,785) 

1,800 

 -    

2,521 

2,521 

- 

2,521 

9,854 

- 

9,854 

Other 

$’000 

722 

639 

(656) 

- 

- 

705 

- 

705 

705 

- 

722 

722 

Total 

$’000 

28,547 

10,824 

(21,445) 

2,192 

192 

20,310 

18,250 

2,060  

20,310 

26,409  

 2,138  

 28,547  

Workers’ compensation insurance 

A provision for workers’ compensation insurance is recognised for the expected costs of current claims and claims incurred but not reported. 

Warranties 

Provision is made for warranty based on the estimated future costs of warranty repairs on vessels. 

Other  

Other includes a provision for refitting a military vessel to return it to a passenger ferry specification (2011: provision included redundancy costs). 

NOTE 19. OTHER LIABILITIES (CURRENT) 

Progress payments received and receivable 

Less: construction work in progress 

Progress payments received in advance 

2012 

$’000 

73,549  

(46,261) 

27,288 

2011 

$’000 

 4,393  

(1,714)  

 2,679  

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

44 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 20. CONTRIBUTED EQUITY AND RESERVES 

Ordinary shares (i) 

Reserved shares (ii) 

(i)  Ordinary shares 

Issued and fully paid 

2012 

$’000 

41,373 

(9,611) 

31,762 

2011 

$’000 

41,075 

(9,900) 

31,175 

41,373 

41,075 

Effective 1 July 1998, the Corporations legislation in place abolished the concepts of authorised capital and par value shares.  Accordingly, the Parent does not have 
authorised capital or par value in respect of its issued shares. 

Fully paid ordinary shares carry one vote per share and carry the right to dividends. 

Movement in ordinary shares on issue 

At 30 June 

(ii)  Reserved shares 

At 1 July 

Options exercised 

At 30 June 

2012 

2011 

Number of shares 

$’000  Number of shares 

$’000 

188,193,007 

41,373 

188,069,638 

41,075 

(4,390,601) 

40,000 

(4,350,601) 

(9,900) 

289 

(9,611) 

(4,566,763) 

176,162 

(4,390,601) 

(10,205) 

305 

(9,900) 

Reserved shares are in relation to shares held in the Austal Group Management Share Plan (refer to note 28). 

Retained earnings 

Movement in retained earnings were as follows: 

Balance 1 July 

Net profit for the year 

Dividends 

2012 

$’000 

222,931 

11,043 

(11,284) 

222,690 

2011 

$’000 

212,325 

21,890 

(11,284) 

222,931 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

45 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 20. CONTRIBUTED EQUITY AND RESERVES (continued) 

Reserves 

At 1 July 2010 

Currency translation differences 

Share based payment 

Net gains on cash flow hedges, net of tax 

Transfer to Statements of Financial Position/ 
Comprehensive income 

Foreign currency 
translation 
reserve 

$’000 

(1,685) 

(7,180) 

- 

- 

- 

At 30 June 2011 

(8,865) 

3,345 

Currency translation differences 

Share based payment 

Net gains on cash flow hedges, net of tax 

Revaluation of land & buildings, net of tax 

Transfer to Statements of Financial Position/ 
Comprehensive income 

(1,703) 

- 

- 

- 

- 

- 

1,603 

- 

- 

- 

At 30 June 2012 

(10,568) 

4,948 

The nature and purpose of reserves are: 

Foreign currency translation reserve 

Employee 
benefit 
reserve 

$’000 

3,260 

Cash flow 
hedge 
reserve 

$’000 

40,523 

- 

85 

- 

- 

- 

- 

36,739 

(35,754) 

41,508 

- 

- 

(19,745) 

- 

(5,114) 

16,649 

Equity 
Reserve 

$’000 

(15,925) 

- 

- 

- 

- 

(15,925) 

- 

- 

- 

- 

- 

(15,925) 

Asset 
revaluation 
Reserve 

$’000 

- 

- 

- 

- 

- 

- 

- 

- 
- 

27,491 

- 

27,491 

Total 

$’000 

26,173 

(7,180) 

85 

36,739 

(35,754) 

20,063 

(1,703) 

1,603 

(19,745) 

27,491 

(5,114) 

22,595 

The foreign currency translation reserve is used to record exchange differences arising from the translation of the financial statements of foreign subsidiaries. 

Employee equity benefits reserve 

This reserve is used to record the value of equity benefits provided to employees and directors as part of their remuneration.  Refer to note 28 for further details of 
these plans. 

Cash flow hedge reserve 

This reserve records the portion of the gain or loss on a hedging instrument in a cash flow hedge that is determined to be an effective hedge. 

Equity reserve 

This reserve represents the premium paid on the acquisition of the minority interest in a controlled entity. 

Asset Revaluation reserve 

This reserve is used to record increases in the fair value of land and buildings. This reserve can only be used to pay dividends in limited circumstances. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

46 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 21. FINANCIAL RISK MANAGEMENT OBJECTIVES AND POLICIES 

The Group’s principal financial instruments comprise receivables, bank loans, derivatives, cash and short-term deposits. 

The main purpose of these financial instruments is to  provide finance for the Group’s operations.  The Group has various other financial assets and liabilities such as 
trade receivables and trade payables, which arise directly from its operations.   

The Group manages its exposure to key financial risks, including currency risks in accordance with the Group’s financial risk management policy.  The objective of the 
policy is to build vessels in order to maximise profit whilst maintaining acceptable financial risk levels.   

The  Group  has  entered  into  derivative  transactions,  including  principally,  forward  exchange  contracts  and  forward  currency  options.    The  purpose  is  to  manage  the 
currency risks arising from the Group’s operations.  It is, and has been throughout the current financial year, the Group’s policy that no trading in financial instruments 
shall be undertaken.  The main risks arising from the Group’s financial instruments are foreign currency risk, interest rate risk, credit risk and liquidity risk.  The Group 
uses different methods to measure and manage different types of risks to which it is exposed.  These include monitoring levels of exposure to interest rate and foreign 
exchange risk and assessments of market forecasts for interest and foreign exchange rates. Ageing analyses and monitoring of specific credit allowances are undertaken 
to manage credit risk.  Liquidity risk is monitored through the development of future rolling cash flow forecasts.   

Ultimate responsibility for identification and control of financial risks rests with the Audit & Risk Management Committee under the authority of the Board.  The Board 
reviews and agrees policies for managing each of the risks identified below, including hedging cover of foreign currency, credit allowances, and future cash flow forecast 
projections. 

Details of the significant accounting policies and methods adopted, including the criteria for recognition, the basis of measurement and the basis on which income and 
expenses are recognised, in respect of each class of financial asset, financial liabilities and equity instrument are disclosed in note 2 to the financial statements. 

Capital Management 

The Group’s policy is to maintain a strong and flexible capital base to provide investor, creditor and market confidence to sustain future development of the business.  
The Group monitors the return on capital, which the Group defines as total shareholders’ equity attributable to members of Austal Limited.  The Board determines the 
level of dividends to shareholders. 

The Group monitors statement of financial position strength and flexibility using cash flow forecast analysis and detailed budgeting processes.  The gross gearing ratio is 
monitored and maintained at a level that does not limit the Company’s growth opportunities and is in line with peers and industry norms. 

There  were  no  changes  in  the  Group’s  approach  to  capital  management  during  the  year.    Risk  management  policies  and  procedures  are  established  with  regular 
monitoring and reporting. 

Neither the Company nor any of its subsidiaries are subject to externally imposed capital requirements, other than normal banking requirements. 

Risk Exposures and Responses 

Interest rate risk 

The Group’s exposure to market interest rates relates primarily to the Group’s long-term debt obligations and investment in cash funds.  

At balance date, the Group had the following mix of financial assets and liabilities exposed to both Australian and US variable interest rate risks that were not designated 
as cash flow hedges: 

Financial assets 

Australian variable interest rate 

Cash and cash equivalents  

US variable interest rate 

Cash and cash equivalents 

Financial liabilities 

Australian variable interest rate 

Interest-bearing loans and borrowings 

US variable interest rate 

Interest-bearing loans and borrowings 

Net exposure 

2012 

$’000 

22,349 

29,462 

51,811 

2011 

$’000 

18,628 

23,637 

42,265 

(26,005) 

(16,824) 

(239,412) 

(265,417) 

(209,740) 

(226,564) 

(213,606) 

(184,299) 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

47 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 21. FINANCIAL RISK MANAGEMENT OBJECTIVES AND POLICIES (continued) 
The Group constantly analyses its interest rate exposure.  Consideration is given to potential renewals of existing positions and alternative financing.   

The following sensitivity analysis is based on the variable interest rate risk exposures in existence at the balance date.  At 30 June 2012, if interest rates had moved, as 
illustrated in the table below, with all other variables held constant, post tax profit and equity would have been affected as follows: 

Judgement of reasonable possible movements: 

Post-tax gain/(loss) 

+ 1% (100 Basis points) 

– 1% (100 Basis points) 

Foreign currency risk 

At balance date, the Group had the following exposure to US Dollar and Euro currency: 

Financial liabilities 

US Dollar exchange rate 

Interest-bearing loans and borrowings 

Refer to Note 14 for Derivatives. 

Impact on profit/Equity 

2012 

$’000 

(1,495) 

1,495 

2012 

$’000 

2011 

$’000 

(1,290) 

1,290 

2011 

$’000 

2,982 

7,686 

The  Group  is  exposed  to  currency  risk  on  sales,  purchases  or  components  for  construction  that  are  denominated  in  a  currency  other  than  the  respective  functional 
currencies of the Group entities, primarily the Australian Dollars (AUD) for the Australian operation and US Dollars (USD) for the US operation.  The currencies in which 
these transactions primarily are denominated are AUD, USD, and Euro.   

The Group’s objective in relation to foreign currency  risk is to minimise the risk of a variation in the rate of exchange used to convert foreign currency revenues and 
expenses and assets or liabilities to AUD.   

The Group attempts to limit the exposure to adverse movement in exchange rates in the following ways: 

(i)  negotiation of contracts to adjust for adverse exchange rate movements; 

(ii)  use of natural hedging techniques; and 

(iii)  using financial instruments (refer Note 16). 

Sales contracts are negotiated based at the current market rate on the contract signing date.  Where there is a tender involving significant foreign currency exposure, the 
exposure is covered by a rise and fall clause for exchange rate movements between the date of price calculation to the date the contract becomes effective. 

Known foreign exchange transaction exposure, which result from normal operational business activities are hedged.  

At balance date, had the Australian Dollar moved, as illustrated in the table below, with all other variables held constant,  post tax profit and equity would have been 
affected as follows: 

Judgement of reasonable possible movements: 

AUD/USD +5% 

AUD/USD –5% 

AUD/EUR +5% 

AUD/EUR –5% 

USD/EUR +5% 

USD/EUR –5% 

Post tax profit higher/(lower) 

Equity higher/(lower) 

2012 

1,197 

(2,787) 

125 

(125) 

- 

- 

2011 

806 

(920) 

- 

- 

- 

- 

2012 

2011 

5,279 

(5,705) 

(1,142) 

1,260 

(1,243) 

(2,052) 

7,855 

(8,524) 

271 

(271) 

(3,947) 

4,121 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

48 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 21. FINANCIAL RISK MANAGEMENT OBJECTIVES AND POLICIES (continued) 

Foreign currency risk (continued) 

Derivative financial instruments such as forward currency contracts and currency options are purchased to eliminate the currency exposures so as to maintain a properly 
hedged position.  Timing gaps are mitigated using foreign currency accounts or financial instruments such as swaps. 

It is the Group’s policy to negotiate the terms of the hedge derivatives to match the terms of the hedged item to maximise hedge effectiveness. 

Trading is specifically prohibited.  The financial impact of the derivative instrument is incorporated into the cost of goods acquired or the sales proceeds.  General hedges 
are not undertaken. 

Foreign currency contracts designated as cash flow hedges to mitigate the movements in foreign exchange rates are outlined in note 22. 

Credit risk 

The  Group  trades  only  with  recognised,  creditworthy  third  parties.  It  is  the  Group’s  policy  that  all  customers  who  wish  to  trade  on  credit  terms  are  subject  to  credit 
verification procedures, which are conducted internally.  The Group, while exposed to credit related losses in the event of non-performance by counterparties to financial 
instruments, does not expect counterparties to fail to meet their obligations given their credit ratings.   

The Group minimises concentrations of credit risk and the risk of default of counterparties in relation to cash and cash equivalents and financial instruments by spreading 
them amongst a number of financial institutions. 

It is the Group’s policy to minimise the risk that the principle amount will not be recovered and the risk that funds will not be available when required whilst at the same 
time obtaining the maximum return relative to the risk.  To manage this, it is the Group’s policy to restrict its investment of surplus cash funds to financial institutions with 
a  Standard  and  Poor  credit  rating  of  at  least  A-2,  and  for  a  period  not  exceeding  180  days.    In  order  to  achieve  this  objective  the  Group  undertakes  investments  in 
11am/24 hour call deposits, term deposits or negotiable certificates of deposit. 

In addition, vessel sales contracts are structured to ensure that the company will be paid on delivery of the vessel through the following measures: 

(i)  obtaining progress payments from the client to cover the cost of the construction; or 

(ii)  obtaining a letter of credit from a credible bank to cover payment of the contract; or 

(iii)  obtaining a minimum payment of 20% of the contract price and a letter from the bank or financial institution providing finance to the customer that funding has been 

arranged for the balance of the purchase price. 

With respect to credit risk arising from the other financial assets of the Group, which comprise cash and cash equivalents and certain derivative instruments, the Group’s 
exposure to credit risk arises from default of the counter party, with a maximum exposure equal to the carrying amount of these instruments.  The maximum exposure to 
credit risk at the reporting date is disclosed in note 22.   

Cash and term deposits are predominantly held with three Australian financial institutions, which are considered to be low concentrations of credit risk. 

At 30 June, the ageing analysis of current trade & other receivables is as follows: 

2012 

2011 

Total 

$’000 

96,172 

21,986 

Impaired 

$’000 

(414) 

(1,863) 

0-30 days 

31-60 days 

61-90 days 

90+days 

$’000 

92,216 

19,853 

$’000 

1,917 

230 

$’000 

470 

261 

$’000 

1,983 

3,505 

Past Due But Not Impaired 

Receivable balances are monitored on an ongoing basis. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

49 

 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 21. FINANCIAL RISK MANAGEMENT OBJECTIVES AND POLICIES (continued) 

Liquidity risk 

The liquidity position of the Group is managed to ensure sufficient liquid funds are available to meet our financial commitments in a timely and cost-effective manner. 

It  is  the  Group’s  policy  to  continually  review  the  Group’s  liquidity  position  including  cash  flow  forecasts  to  determine  the  forecast  liquidity  position  and  maintain 
appropriate liquidity levels.   

The following are the contractual maturities of financial liabilities, including interest payments: 

Carrying 
amount 

$’000 

Contractual 
cash flows 

$’000 

0-1 year 

$’000 

1-2 years 

2-5 years 

Greater than     
5 years 

$’000 

$’000 

$’000 

Year ended 30 June 2012 

Derivative financial liabilities 

Forward exchange contracts used for hedging: 

     Outflow 

     Inflow 

- 

- 

Net derivative financial (assets)/liabilities 

(38,722) 

(107,599) 

171,721 

64,122 

Non-derivative financial liabilities 

Trade & other payables 

Income tax payable 

Bank loan (unsecured) 

Equipment Line (secured) 

Go Zone bond facility 

Deferred option premium (unsecured) 

Total 

Year ended 30 June 2011 

Derivative financial liabilities 

Forward exchange contracts used for hedging: 

     Outflow 

     Inflow 

128,626 

(128,626) 

(27,394) 

(37,449) 

(20,793)   

(412,505) 

(2,982) 

(629,749) 

27,394 

23,023 

19,995 

219,417 

2,982 

421,437 

Carrying 
amount 

$’000 

- 

- 

(72,065) 

105,932 

33,867 

(128,626) 

(27,394) 

(9,845) 

(6,931) 

(8,777) 

(2,982) 

(18,088) 

30,586 

12,498 

- 

- 

(15,438) 

(6,931) 

(6,583) 

- 

(17,446) 

35,203 

17,757 

- 

- 

(12,166) 

(6,931) 

(19,748) 

- 

- 

- 

- 

- 

- 

- 

- 

(377,397) 

- 

(184,555) 

(28,952) 

(38,845) 

(377,397) 

Contractual 
cash flows 

$’000 

0-1 year 

$’000 

1-2 years 

2-5 years 

Greater than     
5 years 

$’000 

$’000 

$’000 

Net derivative financial (assets)/liabilities 

(74,611) 

(233,010) 

348,223 

115,213 

 (127,592)  

 182,377  

54,785 

 (75,487)  

 110,510  

35,023 

 (29,931)  

 55,336 

25,405 

Non-derivative financial liabilities 

Trade & other payables 

Bank loan (unsecured) 

Go Zone bond facility 

Deferred option premium (unsecured) 

Total 

52,837 

9,138 

209,740 

7,686 

204,790 

(52,837) 

(10,084) 

(316,709) 

(8,012) 

(272,429) 

(52,837) 

(4,298) 

(3,566) 

(5,275) 

(11,191) 

- 

(3,920) 

(3,566) 

(2,737) 

24,800 

- 

- 

- 

- 

- 

(306,011) 

- 

- 

(1,866) 

(3,566) 

- 

19,973 

(306,011) 

At balance date, the Group has approximately $186.385 million (2011: $228.474 million) of unused credit facilities available for its immediate use. (please refer to note 
16). The Group also has a total of $51.811 million (2011: $42.265 million) in cash and cash equivalents, which it is able to use to meet its liquidity needs. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

50 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 22. FINANCIAL INSTRUMENTS 

Fair values 

Set out below is a comparison by category of the carrying amounts and fair values of all of the Group’s financial instruments recognised in the financial statements. 

The fair values of borrowings have been calculated by discounting the expected future cash flows at prevailing market interest rates.  The fair values of loan notes and 
other financial assets have been calculated using discounted cash flows using market interest rates.  

Financial assets 

Cash 

Trade receivables & other receivables 

Derivatives  

Other financial assets 

Financial liabilities 

Trade payables & other payables 

Income tax payable 

Derivatives 

Bank loan (unsecured) 

Deferred option premium (unsecured) 

Equipment line (secured) 

Cash advance facility 

Go Zone bonds 

Carrying amount 

Fair value 

2012 

$’000 

104,751 

96,172 

46,666 

944 

(128,626) 

(27,394) 

(7,943) 

(23,023) 

(2,982) 

(19,995) 

- 

2011 

$’000 

172,005 

22,001 

75,038 

903 

(52,837) 

(20,724) 

(427) 

(9,113) 

(7,686) 

- 

- 

2012 

$’000 

104,751 

96,172 

46,666 

944 

(128,626) 

(27,394) 

(7,943) 

(23,023) 

(2,982) 

(19,995) 

- 

2011 

$’000 

172,005 

22,001 

75,038 

903 

(52,837) 

(20,724) 

(427) 

(9,113) 

(7,868) 

- 

- 

(219,417) 

(209,740) 

(219,417) 

(209,740) 

The Group’s derivatives are categorised in level 2 of the valuation hierarchy, as their fair value has been calculated using valuation techniques where the inputs that have 
a significant effect on the valuation are directly or indirectly based on market observable data.  

Contingencies 

The Group entities may have potential financial liabilities that could arise from certain contingencies as disclosed in note 23.  As explained in that note, no material losses 
are anticipated in respect of any of those contingencies. The fair value disclosed (if any) is the directors’ best estimate of amounts that would be payable by the Group to 
settle those financial liabilities. 

Hedging and derivatives 

Instruments used by the Group 

The Group enters into cash flow and fair value hedges to eliminate its exposure to the variability in cash inflows and outflows due to foreign exchange rate fluctuation of 
the contractual future receipts and payments. 

Forward currency contracts – cash flow hedges 

The Group is primarily exposed to the risk of adverse movements in the Australian dollar relative to certain foreign currencies, including the US dollar, and Euro arising 
from  receipts  from  export  sales  and  the  purchase  of  components  for  construction.    Derivative  financial  instruments  such  as  forward  exchange  contracts  and  forward 
currency options are purchased to eliminate the currency exposures so as to maintain a properly hedged position.  These contracts are hedging committed and highly 
probable receipts and payments and they are timed to mature when the receipts and payments are scheduled to be received and made.  

The forward currency contracts are considered to be effective hedges as they are matched against forecast sales receipts and material purchases and any gain or loss 
on the contracts attributable to the hedged risk, to the extent considered effective, is taken directly to equity.  When the forward currency contracts are delivered, the 
amount recognised in equity is adjusted either to the inventories account in the statement of financial position for vessels in progress or to the sales and cost of sales 
account in the statement of comprehensive income for completed vessels. 

The  following  table  summarises  by  currency  the  Australian  dollar  value  of  forward  foreign  exchange  agreements  and  forward  currency  options.    Foreign  currency 
amounts  are  translated  at  rates  current  at  the  reporting  date.    The  ‘buy’  amounts  represent  the  Australian  dollar  equivalent  of  commitments  to  purchase  foreign 
currencies, and the ‘sell’ amount represents the Australian dollar equivalent of commitments to sell foreign currencies.  Contracts to buy and sell foreign currency are 
entered into from time to time to offset purchase and sale obligations so as to maintain a properly hedged position. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

51 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 22. FINANCIAL INSTRUMENTS (continued) 
Forward currency contracts – cash flow hedges (continued) 

United States Dollars 

Forward exchange contracts 

less than 3 months 

3 - 12 months 

13 months or greater 

Forward currency options 

3 - 12 months 

13 months or greater 

Euro 

Forward exchange contracts 

less than 3 months 

3 - 12 months 

13 months or greater 

US/Euro 

Forward exchange contracts 

less than 3 months 

3 - 12 months 

13 months or greater 

Forward currency options 

3 - 12 months 

13 months or greater 

2012 

Buy 

$000 

- 

- 

698 

698 

- 

- 

- 

293 

449 

939 

1,681 

Average 

Forward/ 
Strike 
Rate 

- 

0.7118 

0.9060 

- 

0.6600 

- 

- 

0.8079 

Sell 

Average 

Buy 

Average 

Sell 

2011 

$000 

Forward 
Rate 

$000 

Forward 
Rate 

$000 

- 

98,471 

53,894 

152,365 

- 

10,831 

10,831 

 1.0321  

 1.0090  

- 

- 

- 

 144  

 8  

- 

152 

- 

- 

- 

 0.8883  

 0.7629  

 0.7744  

 0.6600  

 0.6600  

 6,824  

 69,262  

 91,428  

167,514 

 20,920  

 10,831  

31,751 

 0.6880  

 0.6203  

 0.5493  

- 

- 

619 

619 

 639  

 878  

1,535  

3,052 

 0.6899  

14,918  

- 

- 

- 

- 

14,918 

Average 

Forward/ 
Strike 
Rate 

- 

- 

0.6303 

- 

- 

0.5754 

0.5625 

0.5385 

1.064 

1.065 

1.067 

4,943 

4,943 

- 

1.0544 

30,586 

      1.1535 

40,472 

- 

22,973 

46,905 

69,878 

1.031 

16,682 

- 

- 

16,682 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

 1.0766  

 1.0239  

 1.0251  

 0.9440  

 0.9440  

 1,088  

 36,548  

 40,227  

77,863 

 35,216  

 18,233  

53,449 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

52 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 22. FINANCIAL INSTRUMENTS (continued) 
Forward currency contracts – cash flow hedges (continued) 

2012 

Buy 

$000 

Average 

Forward/ 
Strike 
Rate 

Sell 

Average 

Buy 

Average 

Sell 

2011 

$000 

Forward 
Rate 

$000 

Forward 
Rate 

$000 

- 

80 

-  

80 

306 

383 

2,786  

3,475 

- 

- 

-  

- 

- 

             - 

0.6129 

0.6003 

0.5580  

251 

1,537 

6,193  

7,981 

- 

- 

-  

0.6756 

0.6767 

-  

- 

- 

- 

-  

- 

231 

177 

-  

408 

- 

- 

0.6657 

- 

 - 

- 

- 

 - 

- 

- 

 - 

 0.8753  

GBP 

Forward exchange contracts 

less than 3 months 

3-12 months 

13 months or greater 

US/GBP 

Forward exchange contracts 

less than 3 months 

3-12 months 

13 months or greater 

EUR/GBP 

Forward exchange contracts 

less than 3 months 

3-12 months 

13 months or greater 

Swiss Francs* 

less than 3 months 

Average 

Forward/ 
Strike 
Rate 

- 

0.6272 

 - 

0.9975 

0.9956 

0.9968 

- 

- 

 - 

- 

* Relates to forward exchange contracts. 

Movement in forward currency contract cash flow hedge reserve 

Opening balance 

Transferred to sales 

Transferred to cost of sales 

Transferred to other income 

Charged to equity 

Closing balance 

23 

- 

-  

23 

- 

- 

-  

- 

- 

- 

-  

- 

 5  

5 

2012 

$’000 

41,508 

(84) 

(5,030) 

- 

(19,745) 

16,649 

- 

- 

-  

- 

- 

-  

- 

- 

-  

- 

- 

- 

-  

- 

- 

- 

-  

- 

- 

- 

-  

- 

- 

- 

2011 

$’000 

40,523 

(38,080) 

2,326 

- 

36,739 

41,508 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

53 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 23. COMMITMENTS & CONTINGENCIES 

Operating lease commitments 

Future minimum rentals payable under non-cancellable leases as at 30 June are as follows: 

Within one year 

After one year but not more than five years 

Capital commitments 

Buildings – USA 

Contingent liabilities 

Bank performance guarantees (i) 

Go Zone Bonds(i) 

2012 

$’000 

1,771 

2,619 

4,390 

2012 

$’000 

6,189 

2012 

$’000 

38,037 

219,417 

257,454 

2011 

$’000 

 916 

 188 

 1,104  

2011 

$’000 

130,100 

2011 

$’000 

31,832 

209,740 

241,572 

(i)  The bank performance guarantees and Go Zone Bonds are secured by a mortgage over the land and buildings and floating charges over cash, receivables, work in 

progress and plant and equipment (refer Note 16). 

Other contingent liabilities excluded from the above include: 

The parent company has guaranteed the performance of certain contract obligations of a subsidiary. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

54 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 24. RELATED PARTY DISCLOSURE 

The consolidated financial statements include the financial statements of Austal Limited and the subsidiaries listed in the following table. 

Country of incorporation 

2012 

2011 

% Equity Interest 

Austal Ships Pty Ltd 

Oceanfast Pty Ltd 

Image Marine Pty Ltd 

Seastate Pty Ltd 

Oceanfast Luxury Yachts Pty Ltd (formerly Oceanfast Properties Pty Ltd) 

Austal Service Pty Ltd (formerly Oceanfast Motor Yachts Pty Ltd ) 

Austal Philippines Pty Ltd (formerly Austal Ships Sales Pty Ltd) 

Austal Holdings Inc. 

Austal USA LLC 

Austal Hull 130 Chartering LLC 

Austal Muscat LLC 

Austal Systems Pty Ltd (formerly Australian Technology Information Pty Ltd) 

Austal Cyprus Pty Ltd 

Austal UK Limited 

Australia 

Australia 

Australia 

Australia 

Australia 

Australia 

Australia 

USA 

USA 

USA 

Oman 

Australia 

Cyprus 

United Kingdom 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

100 

- 

- 

Austal Limited is the ultimate parent of the Group and is incorporated in Perth, Western Australia. 

Transactions with related parties 

There were no transactions with related parties during the year. The Group has a policy that all transactions with related parties are conducted on commercial terms and 
conditions.  

NOTE 25. EVENTS AFTER THE BALANCE DATE 

There were no material events occurring after year end requiring disclosure. 

NOTE 26. AUDITORS’ REMUNERATION 

The auditor of the Austal Limited Group is Ernst & Young. 

Amounts received or due and receivable by Ernst & Young for: 

-  an audit or review of the financial report of the entity and any other entity in the Group 

-  other services in relation to the entity and any other entity in the Group: 

-  Tax compliance 

Total 

NOTE 27. DIRECTOR AND EXECUTIVE DISCLOSURES 

(a)  Compensation of Key Management Personnel 

Short-term employee benefits 

Post-employment benefits 

Termination benefits 

Share-based payment 

Total compensation 

2012 

$’000 

493 

35 

528 

2012 

$’000 

3,234,847 

70,056 

- 

366,821 

3,671,724 

2011 

$’000 

379 

- 

379 

2011 

$’000 

3,344,275 

75,833 

130,700 

(1,144,063) 

2,406,745 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

55 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 27. DIRECTOR AND EXECUTIVE DISCLOSURES (continued) 

(b)  Option holdings of Key Management Personnel 

Balance at 
beginning of 
year 

Granted as 
Remuneration 

Options 
Exercised 

Net Change 
Other ** 

Balance at 
end of year 

Total 

Exercisable 

Not 
Exercisable 

Vested 

280,000 

280,000 

140,000 

- 

375,000 

280,000 

- 

297,500 

169,000 

1,681,500 

140,000 

140,000 

70,000 

140,000 

70,000 

700,000 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

420,000 

280,000 

(515,000) 

- 

- 

- 

- 

- 

420,000 

70,000 

437,500 

239,000 

140,000 

140,000 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

(515,000) 

1,866,500 

140,000 

140,000 

- 

- 

- 

- 

- 

- 

- 

- 

30 June 2012 

Directors 

M Atkinson 

A Bellamy 

Executives 

J Rella* 

R Simons 

C McGill* 

G Jason* 

B Leathers* 

Total  

* Key management personnel for part of the year of 2012. 

**   Includes forfeitures. 

Balance at 
beginning of 
year 

140,000 

140,000 

235,000 

140,000 

155,416 

206,500 

1,016,916 

30 June 2011 

Directors 

M Atkinson 

A Bellamy 

Executives 

J Rella 

R Simons 

W Rotteveel* 

M Dummett *** 

Total  

Granted as 
Remuneration 

Options 
Exercised 

Net Change 
Other ** 

Balance at 
end of year 

Total 

Exercisable 

Not 
Exercisable 

Vested 

140,000 

140,000 

140,000 

140,000 

- 

70,000 

630,000 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

(155,416) 

280,000 

280,000 

375,000 

280,000 

- 

140,000 

140,000 

- 

- 

- 

- 

- 

- 

- 

- 

- 

276,500 

(155,416) 

1,491,500 

67,500 

207,500 

67,500 

207,500 

- 

- 

- 

- 

- 

- 

- 

*     Key management personnel for part of the year of 2011. 

**   Includes forfeitures. 

*** Not a KMP at 30 June 2012 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

56 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 27. DIRECTOR AND EXECUTIVE DISCLOSURES (continued) 

(c)  Shareholdings of Key Management Personnel 

30 June 2012 

Directors 

J Rothwell  

M Atkinson 

C Norman* 

J Poynton 

D Amara  

A Bellamy 

D Singleton* 

I Campbell 

Executives 

J Rella* 

R Simons 

C McGill* 

G Jason* 

B Leathers* 

Total 

*     Key management personnel for part of the year of 2012. 

30 June 2011 

Directors 

J Rothwell  

M Atkinson 

C Norman 

J Poynton 

D Amara  

R Browning* 

A Bellamy 

I Campbell 

Executives 

W Rotteveel* 

M Dummett 

J Rella 

R Simons 

Total 

Balance 
1 July 2011 

Net change other 

Balance  
30 June 2012 

33,974,685 

1,415,737 

26,602,221 

10,000 

50,000 

- 

- 

- 

- 

- 

- 

- 

- 

(1,773,940) 

- 

- 

- 

- 

123,369 

- 

- 

- 

- 

- 

- 

- 

32,200,745 

1,415,737 

26,602,221 

10,000 

50,000 

123,369 

- 

- 

- 

- 

- 

- 

- 

62,052,643 

(1,650,571) 

60,402,072 

Balance 
1 July 2010 

Net change other 

Balance  
30 June 2011 

33,974,685 

1,415,737 

26,602,221 

10,000 

50,000 

20,000 

30,000 

- 

22,806 

3,431 

- 

- 

- 

- 

- 

- 

- 

(20,000) 

(30,000) 

- 

(22,806) 

(3,431) 

- 

- 

33,974,685 

1,415,737 

26,602,221 

10,000 

50,000 

- 

- 

- 

- 

- 

- 

- 

62,128,880 

(76,237) 

62,052,643 

*      Key management personnel for part of the year of 2011. 

All  equity  transactions  with  key  management  personnel  have  been  entered  into  under  terms  and  conditions  no  more  favourable  than  those  the  Group  would  have 
adopted if dealing at arm’s length. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

57 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 27. DIRECTOR AND EXECUTIVE DISCLOSURES (continued) 

 (d)  Participation by specified Directors and Key Management Personnel in the Austal Group Management Share Plan (in substance options) 

Balance at 
beginning of 
year 

285,062 

285,062 

285,062 

3,000,000 

80,934 

3,365,996 

30 June 2012 

Directors 

M Atkinson 

Total  

30 June 2011 

Directors 

M Atkinson 

R Browning* 

Executives 

W Rotteveel*  

Total  

Granted as 
Remuneration 

Options 
Exercised 

Net Change 
Other *** 

Balance at 
end of year 

Total 

Exercisable 

Not 
Exercisable 

Vested 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

(3,000,000) 

(80,934) 

285,062 

285,062 

285,062 

285,062 

285,062 

285,062 

285,062 

285,062 

285,062 

- 

- 

- 

- 

- 

- 

(3,080,934) 

285,062 

285,062 

285,062 

- 

- 

- 

- 

- 

- 

*      Key management personnel for part of the year of 2011. 
***    Includes forfeitures 

(e)  Other transactions and balances with Key Management Personnel 

Directors  of  the  consolidated  entity  conduct  transactions  with  entities  within  the  consolidated  entity  on  terms  no  more  favourable  than  those  the  entity  would  have 
adopted if it transacted on an arm’s length basis.  Other than directors’ remuneration and the matters  disclosed in note 24 of this report, no related party transactions 
occurred with the consolidated entity. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

58 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 28. SHARE BASED PAYMENT PLANS 

(a)  Recognised share-based payment expenses 

The expense recognised for employee services received during the year is shown in the table below: 

Expense arising from equity-settled share-based payment transactions 

2012 

$’000 

1,603 

2011 

$’000 

85 

The share-based payment plans are described below.  There have been no cancellations or modifications to any of the plans during 2012 and 2011.  Any options granted 
in the period have no rights to dividends and no voting rights. 

(b)  Types of share-based payment plans 

Employee Share Option Plan, ‘ESOP’ 

Objective 

The Share Option Plan aims to reward executives and senior managers with the issue of share options commensurate with their position and responsibilities within the 
Company so as to: 

 

 

attract and retain exceptional employees (‘key employees’) that have the capacity to significantly impact the growth and profitability of the Company; and 

align key employees’ behaviour toward the growth and profitability objectives of the Company; and reward key employees for sustained contributions to business 
success. 

Structure 

The share options are granted to executives and senior managers based on the eligibility criteria set by the Remuneration Committee.  Eligibility for the plan will be linked 
to employee performance.  The exercise of the options will vest after 3 years subject to meeting the company performance criteria. 

Performance hurdle 

The Company uses a relative Total Shareholder Return (TSR) as the performance hurdle for the share option plan.  Relative TSR was selected as the share option plan 
performance hurdle as it ensures an alignment between comparative shareholder return and reward for executives.   

The  Company’s  performance  against  the  hurdle  is  determined  by  comparing  the  TSR  against  the  return  of  the  Small  Industrials  Accumulation  Index  (or  another 
appropriate  index)  for  the  three  year  period  commencing  on  the  1  July  prior  to  the  grant  date.    If  the  TSR  does  not  exceed  the  return  of  the  Small  Industrials 
Accumulation Index for a particular three year period, the series of options issued at that grant date would lapse. 

Summaries of options granted under ESOP 

The following table illustrates the number (No.) and weighted average exercise prices (WAEP) of, and movements in share options issued during the year: 

Outstanding at the beginning of the year 

Granted during the year 

Forfeited during the year 

Outstanding at the end of the year 

Exercisable at the end of the year 

2012 

No. 

6,664,402 

3,430,000 

(1,820,791) 

8,273,611 

420,611 

WAEP 

2.63 

2.15    

2.55 

2.46 

2011 

No. 

3,874,402 

3,010,000 

(220,000) 

6,664,402 

486,652 

WAEP 

2.87 

2.34 

2.99 

2.63 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

59 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 28. SHARE BASED PAYMENT PLANS (continued) 

(b)  Types of share-based payment plans (continued) 

Option pricing model: ESOP 

Equity-settled transactions 

The following table lists the inputs to the models used, applicable for both the years ended 30 June 2012 and 30 June 2011: 

Grant date 

Spot price ($)* 

Option exercise price ($) 

Fair value of option $/option 

Expected volatility (%) 

Annual  risk  free  interest  rate 
(%) 

Dividend yield (%) 

Expected life of option (years) 

* 

closing share price at valuation date 

Tranche 3 

Tranche 4 

Tranche 5 

Tranche 6 

Tranche 7 

Tranche 8 

Tranche 9 

Tranche 10 

2008 

2009 

2010 

2010 

2010 

2011 

2012 

2012 

24 Oct 2007 

10 Sept 2008 

3 Nov 2009 

16 Feb 2010 

25 Feb 2010 

27 Sept 2010 

21 Oct 2011 

20 Dec 2011 

3.16 

3.60 

0.43 

35.0 

6.51 

5.70 

4.9 

2.35 

2.40 

0.36 

40.0 

5.54 

5.67 

5.00 

2.41 

2.95 

0.52 

44.0 

5.35 

4.5 

5.00 

2.44 

1.81 

0.69 

44.0 

5.28 

4.5 

4.00 

2.43 

2.45 

0.561 

44.0 

5.37 

4.5 

4.00 

2.38 

2.34 

0.840 

44.0 

5.00 

2.0 

4.00 

2.25 

2.15 

0.667 

43.0 

4.10 

2.0 

4.00 

2.24 

2.15 

0.618 

43.0 

3.20 

2.0 

4.00 

The Group uses the Monte Carlo model to value the share options. The effects of early exercise have been incorporated into the calculations by using an expected life 
for the option that is shorter than the contractual life based on certain factors including the period of  time between the valuation date and the expiry date, the vesting 
period, the expected volatility of the underlying shares and the dividend yield.  The expected volatility was determined based on the Company’s annual historical share 
price  volatility  over  the  five  year  period  prior  to  the  valuation  dates.    The  resulting  expected  volatility  therefore  reflects  the  assumption  that  the  historical  volatility  is 
indicative of future trends, which may also not necessarily be the actual outcome. 

Austal Group Management Share Plan 

The Company established the first Austal Group Management Share Plan by which directors and certain managers can participate in owning shares in the Company.  
The key features of the Plan are: 

(a)  The initial 7.700 million shares under the plan were acquired at market value from a former director prior to the listing of the Company on 10 November 1998. An 

independent valuation was undertaken by Messrs Gorey Sinclair to determine this price. 

(b)  Austal offers to loan participants up to 100% of the purchase consideration for their shares on a limited recourse basis. However, this amount may be varied at the 

discretion of the Board. 

(c)  The shares are made available to the participants at market value. 

(d)  The Board at its discretion determines the number of shares that will be made available to each participant. 

(e)  The shares are required to be held by a trustee on behalf of the participant.  Shares may not be transferred to a participant for at least 12 months.  After this period, 
20% of a participant’s shares will become eligible to be transferred provided any loan in respect of these shares has been repaid.  An additional 20% will become 
eligible to be transferred to the participant at the end of each 12-month period thereafter on the same terms, so that a participant may hold 100% of his shares at the 
end of 5 years. 

(f)  Dividends on shares held under the Plan must be applied to pay interest on the loans. Participants with an interest in shares under the Plan have full voting rights. 

(g)  Interest on the loans will be charged at a fixed rate of 6%, or such other rate as determined by the Board. 

(h)  Upon termination of employment or contract arrangements the shares must be sold and the loan (if any) repaid.   

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

60 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 28. SHARE BASED PAYMENT PLANS (continued) 

(b)  Types of share-based payment plans (continued) 

The Company established the second Austal Group Management Share Plan by which managers can participate in owning shares in the Company. The key features of 
the Plan are: 

(a)  The initial 5.675 million shares under the plan were acquired at market value on the Australian Stock Exchange as follows:  

Date 

25 September 2000 

28 September 2000 

29 September 2000  

9 October  2000  

13 October 2000 

11 December 2000 

9 March 2001 

4 July 2001 

20 June 2002 

25 July 2002  

12 July 2002 

Total 

Number of shares 

1,710,000 

570,000 

285,000 

285,000 

830,000 

285,000 

285,000 

285,000 

570,000 

285,000 

285,000 

5,675,000 

(b)  Austal will offer to loan eligible managers up to 90% of the purchase consideration for their shares on a limited recourse basis. However, this amount may be varied 

at the discretion of the Board. 

(c)  The shares are made available to the managers at market value. 

(d)  The Board at its discretion will determine the number of shares that will be made available to each eligible manager. 

(e)  The shares are required to be held by a trustee on behalf of the manager.  Shares may not be transferred to a manager for at  least 12 months.  After this period, 
20% of a manager’s shares will become eligible to be transferred provided any loan in respect of these shares has been repaid.  An additional 20% will become 
eligible to be transferred to the manager at the end of each 12-month period thereafter on the same terms, so that a manager may hold 100% of his shares at the 
end of 5 years. 

(f)  Dividends on shares held under the Plan must be applied to pay interest on the loans.  Managers with an interest in shares under the Plan have full voting rights. 

(g)  Interest on the loans will be charged at a fixed rate of 60% of any dividends paid, or such other rate as determined by the Board. 

(h)  Upon termination of employment or contract arrangements the shares must be sold and the loan (if any) repaid.  The trustee may arrange a sale of shares to eligible 

managers. 

The Company established the third Austal Group Management Share Plan by which executives can participate in owning shares in the Company.  The key features of 
the Plan are: 

(a)  The initial 3 million shares under the plan were acquired at market value on the Australian Stock Exchange on 22 October 2007.  These were issued to Mr Robert 

Browning and forfeited in 2011. 

(b)  Austal will offer to loan eligible executives up to 100% of the purchase  consideration for their shares on a limited recourse basis. However, this amount may be 

varied at the discretion of the Board. 

(c)  The shares are made available to the executives at market value. 

(d)  The Board at its discretion will determine the number of shares that will be made available to each eligible executive. 

(e)  The shares are required to be held by a trustee on behalf of the executives.  Shares may not be transferred to a manager for at least 12 months.  After this period, 
20% of the executive’s shares will become eligible to be transferred provided any loan in respect of these shares has been repaid.  An additional 20% will become 
eligible to be transferred to the executive at the end of each 12-month period thereafter on the same terms, so that the executive may hold 100% of his shares at the 
end of 5 years. 

(f)  Dividends on shares held under the Plan are paid to the eligible executive.  Eligible executives with an interest in shares under the Plan have full voting rights. 

(g)  No interest will be charged on the loans. 

(h)  Upon termination of employment or contract arrangements the shares must be sold and the loan (if any) repaid.  

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

61 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 28. SHARE BASED PAYMENT PLANS (continued) 

(b)  Types of share-based payment plans (continued) 

The fair value of the benefit provided that is applicable to these 3 million shares (in substance options) granted is estimated using the Binomial option pricing model as 
follows: 

Grant date 

Share price at grant date $ 

Exercise price  

Fair value of option $/option 

Expected volatility % 

Risk free interest rate % 

Expected life (years) 

At balance date the trustee on behalf of the plans holds a total of 1,350,601 shares. 

Details of the Austal Group Management Share Plan are shown below: 

Total shares (in substance options) held by trustee on behalf of plan at balance date (000’s) 

Total shares (in substance options) forfeited during the year (000’s) 

Total shares (in substance options) sold during the year (000’s) 

Total shares (in substance options) granted to employees during the year (000’s) 

Total shares (in substance options) exercised during the year (000’s) 

Total shares (in substance options) granted to employees at balance date (000’s) 

Total shares (in substance options) held by trustee on behalf of plan at balance date (000’s) 

Total fair value of shares (in substance options) exercised during the year ($’000) 

Total number of employees eligible to participate in the plan 

22 Oct 2007 

3.12 

3.51 

0.96 

38.79 

6.25 

7.0 

2011 

4,596 

(3,000) 

(205) 

- 

- 

- 

1,391 

- 

10 

2012 

1,391 

- 

(40) 

- 

- 

- 

1,351 

- 

10 

The balance of shares (in substance options) as at 30 June 2012 is represented by: 

  1,350,601 shares (in substance options) under Plan #1 and Plan #2 with a weighted average exercise price of $1.28 each, with no contractual life. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

62 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
    
 
 
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS Continued 
For the year ended 30 June 2012 

NOTE 29. PARENT ENTITY 

Information relating to the Parent entity Austal Limited is detailed below:  

Current Assets 

Total Assets 

Current Liabilities 

Total Liabilities 

Equity 

Contributed equity 

Employee benefit reserve 

Asset revaluation reserve 

Retained earnings 

Total equity 

Profit after tax 

Total comprehensive income  

2012 

$’000 

208,754 

311,584 

42,469 

71,587 

31,087 

2,623 

14,161 

192,126 

239,997 

11,063 

11,063  

2011 

$’000 

267,455 

318,819 

64,262 

93,679 

30,500 

1,019 

- 

193,621 

225,140 

6,647 

6,647 

For details of guarantees and contingent liabilities relating to Austal Limited refer to note 23. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

63 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
DIRECTORS’ DECLARATION 

In accordance with a resolution of the directors of Austal Limited, I state that: 

1. 

In the opinion of the directors: 

(a)  The financial statements and notes of the consolidated entity are in accordance with the Corporations Act 2001, including: 

(i)  Giving a true and fair view of the consolidated entity’s financial position as at 30 June 2012 and of its performance for the year ended on that date; and 

(ii)  Complying with Accounting Standards (including the Australian Accounting Interpretations) and Corporations Regulations 2001. 

2.   The financial Statements and notes also comply with International Financial Reporting Standards as disclosed in note 2   

3.   In the opinion of the directors, as at the date of this declaration, there are reasonable grounds to believe that the consolidated entity will be able to pay its debts as 

and when they become due and payable. 

4.   This declaration has been made after receiving the declarations required to be made to the directors in accordance with sections 295A of the Corporations Act 2001 

for the financial period ending 30 June 2012.  

On behalf of the Board. 

J ROTHWELL AO 

Chairman 

Dated at Henderson this 28th day of August 2012 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

64 

 
 
 
 
 
 
 
 
 
CORPORATE GOVERNANCE STATEMENT 

Austal  Limited,  its  Board  of  Directors  and  senior  management  are  committed  to 
the  best  practices  of  corporate  governance,  ethical  standards  and  risk 
management and have adopted the  following corporate governance policy.  The 
Corporate  Governance  Statement  should  be  read  in  conjunction  with  the 
Directors’ Report on page 5-12. 

The Board of Directors of Austal Limited is responsible for guiding and monitoring 
of the consolidated entity on behalf of shareholders. 

The  Austal  Limited  Corporate  Governance  Statement  is  now  structured  with 
reference 
and 
Recommendations, which are as follows: 

the  Corporate  Governance  Council’s  Principles 

to 

Principle 1. 

Principle 2. 

Principle 3. 

Principle 4. 

Principle 5. 

Principle 6. 

Principle 7. 

Principle 8. 

Lay solid foundations for management and oversight 

Structure the board to add value 

Promote ethical and responsible decision making 

Safeguard integrity in financial reporting 

Make timely and balanced disclosure 

Respect the rights of shareholders 

Recognise and manage risk 

Remunerate fairly and responsibly 

Management and Oversight 

financial  and  non-financial  objectives  of  Austal  Limited.    The  performance  of 
senior executives was assessed during the year and was in accordance with the 
above process.   

Structure the Board to Add Value 

The Board shall comprise of Directors with a range of qualifications, expertise and 
experience.  The selection of the Board members shall always be for the purpose 
of their ability to add value to the Company. 

For the purpose of efficient working, the preferred number of Directors in office at 
any one time is between 3 and 10. 

To  ensure  that  the  board  is  well  equipped  to  discharge  its  responsibilities  it  has 
established  guidelines  for  the  nomination  and  selection  of  directors  and  for  the 
operation  of  the  Board.    Any  proposed  new  Director  is  nominated  by  the 
Nomination  and  Remuneration  Committee  and  approved  by  the  Board  prior  to 
being  appointed.    The  appointment  is  until  the  next  General  Meeting  of 
shareholders  at  which  time  the  shareholders  are  required  to  approve  the 
appointment. 

The  Council’s  Recommendation  2.1  requires  a  majority  of  the  Board  to  be 
independent Directors.  In addition, Recommendation 2.2 requires the Chair to be 
independent. 

The  Board  consists  of  a  Non-Executive  Chair,  two  Executive  Directors,  a  Non-
Executive  Director  (who 
is  a  retired  Executive  Director  and  substantial 
shareholder) and three Independent Non-Executive Directors. 

The  Board  gives  direction  and  exercises  judgment  in  setting  the  Company’s 
objectives  and  overseeing  their  implementation.    The  responsibility  for  the 
operation  and  administration  of  the  Company  is  delegated  by  the  Board  to  the 
CEO and the executive management team.  The Board ensures that this team is 
appropriately qualified and experienced to discharge their responsibilities and has 
in  place  procedures  to  assess  the  performance  of  the  CEO  and  the  executive 
management team. 

The Board believes that its main role is to add value for all shareholders and that 
this  is  best  served  by  having  a  balanced  Board.  The  Executive  Directors  are 
dedicated  to  the  Company,  and  have  expertise  in  the  Company's  business.  The 
Non-Executive Directors provide an external perspective to review and challenge 
the performance of management. The integrity and nature of the Board members 
is considered more important than having a majority of Independent Directors to 
ensure that management act in the best interests of the Company. 

The Board’s functions include: 

The Board prefers to have Mr. Rothwell as Non-Executive Chairman because: 

  he has been Chairman since he founded the company in 1988; 

  he  is the largest shareholder, has a thorough knowledge of the Company's 
operations and has demonstrated leadership and entrepreneurial skills; and 

  he continues to exhibit dedication and drive for improving the company 

Recognising  that  there  might  be  situations  where  there  might  be  a  conflict  of 
interest,  an  independent  deputy  Chair  had  been  appointed  to  chair  meetings 
involving any potential conflicts of interest and as an alternate point of contact for 
shareholders. 

The performance of the Board is reviewed regularly against both measurable and 
qualitative  indicators.    Each  year  the  Nomination  and  Remuneration  Committee 
conducts a performance assessment for each Board member.  The performance 
criteria  against  which  Directors  are  assessed  are  aligned  with  the  financial  and 
non-financial  objectives  of  Austal  Limited.    Directors  whose  performance  is 
consistently  unsatisfactory  may  be  asked  to  retire.    The  performance  of  the 
Directors  was  assessed  during  the  year  and  was  in  accordance  with  the  above 
process.   

a.  adopting  a  Strategic  Plan  for  the  Company,  including  general  and  specific 
goals  and  comparing  actual  results  with  the  Plan,  designed  to  meet 
stakeholders’ needs and manage business risk; 

b.  appointing, performance assessment and, if necessary, removal of members 

of the executive management team; 

c.  adopting  clearly  defined  delegations  of  authority  from  the  Board  to  the 

management; 

d.  agreeing  key  performance  indicators  (both  financial  and  non-financial)  with 

management and monitoring progress against these indicators; 

e. 

taking  steps  designed  to  protect  the  Company’s  financial  position  and  its 
ability to meet its debts and other obligations as they fall due; 

f.  establishing  and  monitoring  policies  directed  to  ensuring  that  the  Company 
complies with the law and conforms to the highest standards of financial and 
ethical behaviour; 

g.  determining that the Company has instituted adequate reporting systems and 
internal  controls  (both  operational  and  financial)  together  with  appropriate 
monitoring of compliance activities; 

h.  determining  that  the  Company  accounts  are  true  and  fair  and  are  in 

conformity with reporting requirements; 

i. 

ensuring  that  any  significant  risks  that  arise  are  identified,  assessed, 
appropriately managed and monitored; and 

j. 

reporting to shareholders 

The performance of key executives is reviewed regularly against both measurable 
and  qualitative  indicators.    Each  year  the  Nomination  and  Remuneration 
Committee  conducts  a  performance  assessment  for  each  key  executive.    The 
performance  criteria  against  which  they  are  assessed  are  aligned  with  the 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

65 

 
 
 
 
CORPORATE GOVERNANCE STATEMENT 
Continued 

Independence 

Directors  of  Austal  Limited  are  considered  to  be  independent  when  they  are 
independent of management and free from any business or other relationship that 
could  materially  interfere  with  –  or  could  reasonably  be  perceived  to  materially 
interfere with – the exercise of their unfettered and independent judgement. 

In the context of director independence, ‘materiality’ is considered from  both the 
Company’s and individual Director’s perspective.  The determination of materiality 
requires  consideration  of  both  quantitative  and  qualitative  elements.    An  item  or 
factor  is  presumed  to  be  material  (unless  there  is  qualitative  evidence  to  the 
contrary) if its value is equal to, or greater than, $250,000 in aggregate in any one 
year.  Qualitative factors considered include whether a relationship is strategically 
important,  the  competitive  landscape,  the  nature  of  the  relationship  and  the 
contractual or other arrangements governing it and other factors which point to the 
actual ability of the Director to have an influence in shaping the direction of loyalty 
to the Company. 

In accordance with the definition of independence, and the materiality thresholds 
set, the following Directors are considered to be independent: 

Name 

J. Poynton  

D. Amara   

I. Campbell 

D.Singleton 

Position 

Non-Executive Director and Deputy Chair 

Non-Executive Director 

Non-Executive Director (resigned) 

Diversity at Austal 

Non-Executive Director 

There  are  procedures  in  place,  agreed  by  the  Board,  to  enable  Directors  in 
furtherance  of  their  duties,  to  seek  independent  professional  advice  at  the 
Company’s expense. 

Outside Directorships 

Specific guidelines apply for acceptance of outside directorships by Executive and 
Non-Executive Directors. 

Nomination and Remuneration Committee 

The  Nomination  and  Remuneration  Committee  must  comprise  at  least  two 
independent Directors.  The Committee ensures that the Board operates within its 
guidelines, reviews the remuneration of all Directors and makes recommendations 
to the Board, and selects candidates for the position of Director, when necessary. 

PROMOTE ETHICAL AND RESPONSIBLE DECISION-MAKING 

Ethical Standards and Performance 

The  Board  acknowledges  the  need  for  continued  maintenance  of  the  highest 
standards of Corporate Governance Practice and ethical conduct by all Directors 
and employees of the Austal Group.   A Code of Conduct has been adopted under 
which the Directors and senior management employees are expected to: 

  act honestly and in good faith; 

  exercise due care and diligence in fulfilling the functions of office; 

  use their powers to act in the best interests of the Company as a whole; 

  avoid conflicts and make full disclosure of any possible conflict of interest; 

 

comply with the law; 

  directors  are  obliged  to  be  independent  in  judgement  and  ensure  all 
reasonable  steps  are  taken  to  be  satisfied  as  to  the  soundness  of  Board 
decisions; 

  encourage 

the  reporting  and 

investigating  of  unlawful  and  unethical 

behaviour; and 

 

comply  with  the  share  trading  rules  outlined  in  their  respective  Codes  of 
Conduct. 

A  Director  shall  comply  with  the  Company’s  share  trading  rules  and  like  rules, 
which  may  from  time  to  time  be  added  thereto  or  substituted  therefore  by  the 
Directors.  The current rules are: 

a.  notwithstanding the requirements of the legislation concerning insider trading, 
Directors  were  obliged  to  restrict  their  trading  in  securities  of  Austal  Limited 
shares to a period of four months following the release by Austal Limited of 
half  yearly  and  preliminary  final  reports.  Directors  are  also  restricted  from 
trading in Austal Limited shares for 24 hours following any announcement by 
the Company to the Australian Stock Exchange; 

b.  any Director intending to buy or sell shares in the Company or any company 
in which the Company has an interest, is required to notify the  Chairman or 
the  Company  Secretary  of  his/her  intentions  before  proceeding  with  the 
transaction; and 

c.  directors,  managers  and  staff  are  not  permitted  to  deal  in  the  Company's 
securities  if  they  are  in  possession  of  material  information  which  is  not 
available to the share market, but if it were, may impact the value at which the 
securities  are  traded.  In  April  2004  procedures  were  put  in  place  to  monitor 
trading of the Company's securities by Directors, managers and staff.  

The Company recognises that developing a diverse workforce is critical in building 
its  organisational  capability  and  maintaining  a  high  level  of  performance,  and 
values the distinctive skills, experiences and perspectives each individual brings to 
the workplace. The Company is committed to ensuring all employees are treated 
with respect and given equal opportunities for employment and development, and 
has a diversity policy which can be found on its website. Among other things, the 
Company’s diversity policy: 

  articulates  how  the  Company  considers  diversity  within  the  workforce  will 
the  Company’s  continuous 

make  a  valuable  contribution 
improvement and the achievement of goals; and  

towards 

 

sets  out  the  Board’s  commitment  to  promoting  a  corporate  culture  which 
embraces diversity. 

The  Company  is  in  the  process  of  developing  measurable  objectives  for 
increasing diversity within the workplace, and the Board will review the Company’s 
performance against these objectives on an annual basis. The Board has deferred 
the exercise of defining measurable targets for meeting diversity requirements as 
the Company is currently in the process of overhauling its management of human 
resources, and the development of those objectives will form part of that process. 
The Board continues to assess how to set meaningful and achievable targets in 
the context of employment in a manufacturing-based workforce and this task will 
be completed in the near future, within the 2012-13 financial year.  

The  Company  emphasises  equal  opportunity  for  employment.  While  there  are 
currently  no  female  Board  members,  women  are  well  represented  in  other  roles 
within the organisation. Women currently hold: 

 

 

 

14% of Senior Management positions; 

13% of Management positions; and  

42% of professional roles, 

within the Company. 

The Board aims to continue to embrace diversity within the Company’s workforce 
as  the  Company  and  its  activities  grow  and  appropriately  skilled  candidates  are 
available. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

66 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CORPORATE GOVERNANCE STATEMENT 
Continued 

SAFEGUARD INTEGRITY OF FINANCIAL REPORTING 

 

the Interim Report; 

Audit and Risk Management Committee 

  disclosures made to the Australian Stock Exchange; 

The  Audit  and  Risk  Management  Committee  must  comprise  at  least  three  Non-
Executive  Members,  of  which  two  must  be  Independent  Directors.    The  Board 
shall  elect  the  Members  and  the  Chair  of  the  Audit  and  Risk  Management 
Committee. 

The Council’s Recommendation 4.2 requires an audit committee to consist only of 
Non-Executive Directors. 

The function of the Audit and Risk Management Committee is to: 

a.  ensure compliance with statutory reporting responsibilities; 

  notices and explanatory memoranda of the Annual General Meeting (AGM) 

 

 

the AGM; and 

regular newsletters to inform shareholders of key matters of interest. 

It is Company policy for the auditor’s lead engagement partner to be present at the 
AGM and to answer questions about the conduct of the audit, the preparation and 
content of the auditors’ report, accounting policies adopted by the company, and 
auditor independence. 

b. 

liaise  with,  assess  the  quality  and  review  the  scope  of  work  of  the  external 
auditors; 

RECOGNISE AND MANAGE RISK 

c.  enable the auditors to communicate any concerns to the Board; 

d.  advise the Board on the appointment of the external auditors and the results 

of their work; 

e.  assess the adequacy of accounting, financial and operating controls; and 

f.  assess the effectiveness of the management of business risk and reliability of 

management reporting. 

g. 

report to the Board any significant deficiencies identified above. 

The  Board,  through  the  Audit  and  Risk  Management  Committee  (in  accordance 
with  its  Charter)  annually  reviews  the  performance  of  the  external  auditor 
focussing particularly on: 

  quality of the audit; 

  quality of the service provided; and 

 

independence. 

Should a change in auditor be considered necessary, the Board will recommend a 
change in auditor to be approved by shareholders in a General Meeting. 

MAKE TIMELY AND BALANCED DISCLOSURE 

Continuous Disclosure 

Austal  Limited  has  established  written  policies  and  procedures  on  information 
disclosure.    The  focus  of  these  procedures  is  on  continuous  disclosure  and 
improving access to information for all investors. 

The Chief Executive Officer has responsibility for: 

  making  sure 
requirements; 

that 

the  company  complies  with  Continuous  Disclosure 

  overseeing and co-ordinating disclosure of information to the stock exchange, 

analysts, brokers, shareholders, the media and the public; and 

  educating  Directors  and  staff  on  the  Company’s  disclosure  policies  and 
procedures  and  raising  awareness  of  the  principles  underlying  continuous 
disclosure. 

Price  sensitive  information  is  publicly  released  through  the  stock  exchange  from 
disclosing it to analysts or others outside the company.  Further dissemination to 
investors is also managed through the Australian Stock Exchange. 

RESPECT THE RIGHTS OF SHAREHOLDERS 

Shareholder Communication Policy 

The  Board  of  Directors  aims  to  ensure  that  the  shareholders  are  informed  of  all 
major developments affecting the company’s state of affairs. 

Information is communicated to shareholders through: 

 

the Concise Annual Report; 

Risk Management and Internal Compliance and Control 

The  Board  determines  the  Company’s  ‘risk  profile’  and  is  responsible  for 
overseeing  and  approving  risk  management  strategy  and  policies,  internal 
compliance and internal control.  The Company’s process of risk management and 
internal compliance and control includes: 

 

 

continuously  identifying  and  measuring  risks  that  might  impact  upon  the 
achievement  of  the  Company’s  goals  and  objectives,  and  monitoring  the 
environment for emerging factors and trends that affect these risks; 

formulating  risk  management  strategies  to  manage  identified  risks,  and 
designing  and  implementing  appropriate  risk  management  policies  and 
internal controls; and 

  monitoring the performance, and continuously improving the effectiveness, or 

risk management systems and internal compliance and controls. 

The risk management programme addresses risks under the following categories: 

  business risks inherent to the shipbuilding industry 

  operating risks associated with sales, design and production 

 

 

financial risks 

specific vessel risks 

The  Board  oversees  an  annual  assessment  of  the  effectiveness  of  risk 
management and internal compliance and control. 

The  responsibility  for  undertaking  and  assessing  risk  management  and  internal 
control  effectiveness  is  delegated  to  management.    Management  is  required  by 
the  Board  to  assess  risk  management  and  associated  internal  compliance  and 
control  procedures  and  report  back  on  the  efficiency  and  effectiveness  of  risk 
management. 

REMUNERATE FAIRLY AND RESPONSIBLY  

It  is  the  Company’s  objective  to  provide  maximum  stakeholder  benefit  from  the 
retention  of  a  high  quality  Board  and  executive  team  by  remunerating  Directors 
and key executives fairly and appropriately with reference to relevant employment 
market conditions.  The expected outcomes of the remuneration structure are: 

 

retention and motivation of key executives 

  attraction of quality management to the company 

Participation in the Austal Group Management Share Plan provides an incentive to 
the  Directors  and  executives  which  are  aligned  with  increased  returns  to 
shareholders. 

There  is  no  scheme  to  provide  retirement  benefits  to  any  director,  other  than 
statutory superannuation contributions.  

The  company’s  website  www.austal.com  has  a  dedicated  investor  relations 
section  for  the  purpose  of  publishing  all  important  company  information  and 
relevant announcements made to the market. 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

67 

 
 
 
 
 
 
 
INDEPENDENT AUDIT REPORT TO THE MEMBERS OF AUSTAL LIMITED 

Independent audit report to the members of Austal Limited 

Report on the financial report 
We have audited the accompanying financial report of Austal Limited, which comprises the consolidated statement of 
financial position as at 30 June 2012, the consolidated statement of comprehensive income, the consolidated statement 
of  changes  in  equity  and  the  consolidated  statement  of  cash  flows  for  the  year  then  ended,  notes  comprising  a 
summary  of  significant  accounting  policies  and  other  explanatory  information,  and  the  directors'  declaration  of  the 
consolidated entity comprising the company and the entities it controlled at the year's end or from time to time during 
the financial year. 

Directors' responsibility for the financial report 
The directors of the company are responsible for the preparation of the financial report that gives a true and fair view 
in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal controls as 
the  directors  determine  are  necessary  to  enable  the  preparation  of  the  financial  report  that  is  free  from  material 
misstatement,  whether  due  to  fraud  or  error.  In  Note  2,  the  directors  also  state,  in  accordance  with  Accounting 
Standard  AASB  101  Presentation  of  Financial  Statements,  that  the  financial  statements  comply  with  International 
Financial Reporting Standards. 

Auditor's responsibility 
Our  responsibility  is  to  express  an  opinion  on  the  financial  report  based  on  our  audit.  We  conducted  our  audit  in 
accordance  with  Australian  Auditing  Standards.  Those  standards  require  that  we  comply  with  relevant  ethical 
requirements  relating  to  audit  engagements  and  plan  and  perform  the  audit  to  obtain  reasonable  assurance  about 
whether the financial report is free from material misstatement. 

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial 
report. The  procedures selected depend on the auditor's judgment,  including  the assessment of the  risks of  material 
misstatement  of  the  financial  report,  whether  due  to  fraud  or  error.  In  making  those  risk  assessments,  the  auditor 
considers internal controls relevant to the entity's preparation and fair presentation of the financial report in order to 
design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on 
the effectiveness of the entity's internal controls. An audit also includes evaluating the appropriateness of accounting 
policies used and the reasonableness of accounting estimates made by the directors, as well as evaluating the overall 
presentation of the financial report. 

We  believe  that  the  audit  evidence  we  have  obtained  is  sufficient  and  appropriate  to  provide  a  basis  for  our  audit 
opinion. 

Independence 
 In conducting our audit we have complied with the independence requirements of the Corporations Act 2001.  We 
have given to the directors of the company a written Auditor’s Independence Declaration, a copy of which is included 
in the directors’ report.  

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

68 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
INDEPENDENT AUDIT REPORT TO THE MEMBERS OF AUSTAL LIMITED 

Opinion 

In our opinion: 

a. 

the financial report of Austal Limited is in accordance with the Corporations Act 2001, including: 

(i)  giving a true and fair view of the consolidated entity's financial position as at 30 June 2012 and of its 

performance for the year ended on that date; and 

(ii) 

 complying with Australian Accounting Standards and the Corporations Regulations 2001; and 

b. 

the financial report also complies with International Financial Reporting Standards as disclosed in Note 2. 

Report on the remuneration report 
We have audited the Remuneration Report included in pages 8 to 12 of the directors' report for the year ended 30 
June 2012. The directors of the company are responsible for the preparation and presentation of the Remuneration 
Report in accordance with section 300A of the  Corporations Act 2001. Our responsibility is to express an opinion 
on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards. 

Opinion 

In our opinion, the Remuneration Report of Austal Limited for the year ended 30 June 2012, complies with section 
300A of the Corporations Act 2001. 

Ernst & Young 

Gavin A Buckingham 
Partner 
Perth 
28 August 2012 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

69 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
SHAREHOLDER INFORMATION 

The following information was extracted from the Company’s register as at 27 August 2012. 

DISTRIBUTION OF SHARES 

1 – 1,000 

1,001 – 5,000 

5,001 – 10,000 

10,001 – 100,000 

100,001 and over 

TOTAL 

TWENTY LARGEST SHAREHOLDERS 

Rank 

Shareholder 

1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

Austro Pty Ltd 

Longreach (WA) Pty Ltd 

J P Morgan Nominees Australia Limited 

HSBC Custody Nominees  

National Nominees Limited 

Citicorp Nominees Pty Ltd 

Onyx (WA) Pty Ltd (G Heys 

Mr Vincent Michael O’Sullivan 

Austal Group Management Share Plan Pty Ltd 

Garry Heys & Dorothy Heys 

Lavinia Shipping Ltd 

Zilon Pty Ltd 

Mossisberg Pty Ltd 

Pepperwood Holdings Pty Ltd 

BNP Paribas Noms Pty Ltd 

Mr James Nicholas Andrew 

BNP Paribas Noms Pty Ltd 

Peninsula Audiological Services Pty Ltd 

UBS Wealth Management Australia Nominees 

Navigator Australia Ltd 

SUBSTANTIAL SHAREHOLDERS 

Rank 

Shareholder 

1 

2 

3 

4 

5 

6 

Austro Pty Ltd (J Rothwell) 

Longreach (WA) Pty Ltd (C Norman) 

J P Morgan Nominees Australia Limited 

HSBC Custody Nominees  

National Nominees Limited 

Citicorp Nominees Pty Ltd 

Number of Holders 

Number of Units 

% of Total Issued 
Capital 

1,607 

2,195 

651 

459 

35 

4,947 

847,910 

6,148,979 

5,006,869 

10,681,873 

165,507,376 

0.45 

3.27 

2.66 

5.67 

87.95 

188,193,007 

100.00 

Total Units 

32,200,745 

26,595,621 

23,515,840 

22,133,235 

13,349,565 

10,247,793 

9,916,628 

9,582,000 

4,350,811 

2,844,670 

2,302,625 

1,773,940 

1,556,945 

1,415,737 

1,265,277 

417,569 

272,415 

235,000 

222,450 

215,718 

% Issued Capital 

17.11 

14.13 

12.50 

11.76 

7.09 

5.45 

5.27 

5.09 

2.31 

1.51 

1.22 

0.94 

0.83 

0.75 

0.67 

0.22 

0.14 

0.12 

0.12 

0.11 

164,414,584 

87.36 

No. of Ordinary Shares     

32,200,745 

26,595,621 

23,515,840 

22,133,235 

13,349,565 

10,247,793 

Voting Rights 

All ordinary shares issued by Austal Limited carry one vote per share without restriction

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

70 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CORPORATE DIRECTORY 

DIRECTORS 

Executive Directors 

Andrew Bellamy  

Michael Atkinson 

Non-Executive Directors 

John Rothwell 

John Poynton 

Dario Amara 

David Singleton 

AUDITORS 

Ernst & Young 

The Ernst & Young Building 

11 Mounts Bay Road 

Perth 6000 

Western Australia 

COMPANY SECRETARY 

Richard Simons 

REGISTERED OFFICE 

100 Clarence Beach Rd 

Henderson 6166 

Western Australia 

Telephone: +61 8 9410 1111 

Facsimile: +61 8 9410 2564 

SHARE REGISTRY 

Advanced Share Registry Services 

110 Stirling Highway 

Nedlands 6009 

Western Australia 

Telephone: +61 8 9389 8033 

Facsimile: +61 8 9389 7871 

AUSTAL LIMITED 

2012 

ANNUAL REPORT 

71