BlackWall Property Trust
Annual Report 2013

Plain-text annual report

ASX%Release% ! 20!August!2013! P>REIT%(PXT)% 30%June%2013%–%Full%Year%Result% % Attached!to!this!release!are!the!financial!statements!for!the!full!year!to!30!June!2013!along! with!the!Appendix!4E.!! ! Results% At! 30! June! 2013! PRREIT! has! gross! assets! of! $120.7! million! with! net! assets! (including! litigation!provisions)!of!$50!million!(24!cents!per!unit).! ! To! 30! June! 2013! PRREIT! has! generated! a! normalised! net! profit! of! $4.6! million,! that! is,! excluding! “one–off”! litigation! costs,! unrealised! movements! in! asset! values,! and! nonRcash! accounting! entries! such! as! depreciation,! straight! lined! lease! income! and! interest! rate! hedges!mark!to!market.! ! Debt% Since!30!June!2012!bank!debt!has!reduced!by!just!over!$7!million!including!the!most!recent! repayment!of!$1!million!in!early!August!2013.!!This!brings!bank!debt!to!$48.5!million.!The! Trust’s!facility!is!now!within!covenant!and!it!no!longer!pays!default!interest!rates.! ! MPS%Litigation% As! previously! disclosed,! PRREIT! is! a! defendant! in! litigation! proceedings! commenced! by! MacarthurCook! Property! Securities! Fund! (ASX! Code:! MPS)! relating! to! contracts! under! which!MPS!invested!$15!million!in!the!Trust!in!late!2007,!that!is,!before!BlackWall!began! managing!the!Trust.!BlackWall!disputed!the!claim!and!MPS!commenced!proceedings!in!the! NSW!Supreme!Court.!The!matter!was!heard!in!March!2012!in!MPS’s!favour!with!judgment! entered! against! PRREIT! on! 10! August! 2012! for! $15! million! plus! interest! and! costs.! As! a! consequence! the! Trust’s! financial! statements! to! 30! June! 2012! included! a! litigation! provision!of!$19.5!million!($19.7!million!at!30!June!2013).!! ! PRREIT!appealed!the!decision!in!the!NSW!Court!of!Appeal.!The!appeal!was!heard!in!early! April!2013!and!a!decision!is!expected!soon.! ! If!PRREIT’s!appeal!is!successful!its!NTA!increases!to!34!cents!per!unit!and!it!is!intended!that! distributions! will! recommence! in! due! course.! If! the! appeal! is! unsuccessful! the! Trust! may! seek!leave!to!have!a!further!appeal!heard!by!the!High!Court!of!Australia.! ! % % TFML%LIMITED%ACN!079!608!825! Level!1,!50!Yeo!Street,!Neutral!Bay,!Sydney!NSW!2089!Australia | PO!Box!612,!Neutral!Bay,!Sydney! NSW!2089!Australia |%Tel!+61!2!9033!8611 |%Fax!+61!2!9033!8600 |%www.blackwallfunds.com.au! ! % % % % % ! Assets%&%Operations% As!part!of!the!appeal!process,!PRREIT!was!granted!a!stay!of!the!judgment,!which!prevented! MPS! from! enforcing! its! claim.! To! achieve! this! a! number! of! undertakings! were! agreed,! limiting! the! Trust’s! investment! activities! and! suspending! distributions! pending! the! outcome!of!the!appeal.!The!undertakings!have!limited!PRREIT’s!activities!but!have!allowed! us!to!more!rapidly!reduce!debt.! ! PRREIT’s! revenue! is! derived! from! a! portfolio! of! income! producing! real! estate,! Bakehouse! Bonds!and!property!securities.!! ! % Carrying%Value% Gross%Revenue% EBITDA% Real%Estate% Bakehouse%Bonds% Property%Securities% $81.4!million! $31.1!million! $7.2!million! $9.7!million! $1.7!million! $0.4!million! $7.7!million! $1.7!million! $0.4!million! Total% $119.7%million% $11.8%million% $9.8%million% ! Real%Estate% The!Trust’s!real!estate!portfolio!is!summarised!below.!The!portfolio!consists!of!just!under! 33,000! sqm! of! net! lettable! area! with! one! vacancy! of! 112! sqm.! Its! weighted! average! lease! expiry!(WALE)!is!6.4!years.! ! We! have! commenced! discussions! with! the! expiring! tenants! in! the! office! building! on! the! Gold! Coast! known! as! Silver! @! The! Exchange,! and! in! the! Canberra! Eye! Hospital.! Although! leasing! activity! on! the! Gold! Coast! and! Canberra! is! subdued! our! buildings! have! good! locations,!flexible!layout!and!are!well!presented.!! ! Property% Renewals*% WALE% NLA% Carrying% Value% Implied% Yield% Industrial:% Bluescope!Coolum! APN!Yandina! APN!Toowoomba! Commercial:% ! ! ! ! $4.7!million! 8.2%! 3.2!years!! 2,900!sqm! $24.1!million! 9.6%! 13.2!years!! 9,100!sqm! $6.0!million! ! 9.5%! 11.6!years!! ! ! 4,100!sqm! ! ! Nil! Nil! Nil! ! Silver!@!The!Exchange! $18.3!million! 10.8%! 1.0!years! 5,000!sqm! 4,800!sqm!! Canberra!Eye!Hospital! Retail:% $7.9!million! ! 8.9%! ! 1.5!years! ! 2,600!sqm! ! 1,500!sqm!! ! Chancellor!Homemaker!Centre! $20.4!million! 9.7%! 4.7!years! 9,100!sqm! Nil! Total% $81.4%million% % 6.4%years%% 32,800%sqm% 6,300%sqm%% *Square(metres(with(a(lease(expiry(of(18(months(or(less.( ! ! ! R2- ! Bakehouse%Bonds% Bakehouse! Bonds! are! CPI! linked! debt! instruments! secured! against! a! mixedRuse! property! known! as! the! Bakehouse! Quarter! in! North! Strathfield,! Sydney.! Bakehouse! Bonds! pay! a! coupon! of!5.5%!per!annum!with!capital!indexed!to!CPI!annually!during!the!10!year!term! (maturing!in!2020).!PRREIT!holds!30!million!Bonds!with!a!carrying!value!of!$31.1!million.!! ! Bakehouse!Bonds!are!secured!against!the!Bakehouse!Quarter!by!way!of!a!registered!second! mortgage.! The! Bakehouse! Quarter! is! managed! by! BlackWall! and! owned! by! a! wholesale! investment! trust! known! as! the! Kirela! Development! Unit! Trust.! Kirela! is! a! substantial! investor!in!PRREIT.! ! The! Bakehouse! Quarter! generates! free! cash! flow! (after! first! mortgage! interest)! of! $4.7! million!per!annum!from!over!50!tenants!leasing!over!40,000!sqm!of!commercial,!retail!and! entertainment!space.!The!Bakehouse!Quarter’s!capital!structure!is!set!out!below:! Bakehouse%Quarter% ! ! ! Property%Value! Senior%Debt! Bakehouse%Bonds! Net%Asset%Value% ! ! ! % $182.00!million! ! ($87.15)!million! 50%(LVR( ($36.27)!million! $58.58%million% ! % ! Property%Securities% PRREIT’s! property! securities! investments! came! on! to! the! balance! sheet! as! part! of! a! restructure! undertaken! in! 2010! to! overcome! the! Trust’s! debt! issues! at! the! time.! BlackWall’s!strategy!is!to!aggregate!or!trade!these!positions!to!either!turn!them!to!cash!or! grow!positions!to!a!point!of!control.!In!some!cases!the!trusts!in!which!PRREIT!is!invested! are!being!wound!up!by!their!managers.!Where!this!has!occurred!the!capital!returned!has! been!applied!to!debt!amortisation.!! ! BlackWall! is! working! on! a! number! of! opportunities! to! grow! PRREIT’s! assets! and! revenue! but!are!restricted!by!the!undertakings!given!in!relation!to!the!MPS!litigation.! ! More! information! on! the! Trust’s! financial! position! is! available! in! the! attached! financial! statements.! ! Stuart%Brown% Chief%Executive%Officer% R3- Managed By Consolidated Annual Financial Report Year Ended 30 June 2013 P-REIT CONTENTS Financial Report Directors’ Report Auditor’s Independence Declaration Corporate Governance ASX Additional Information Trust Details Consolidated Statement of Profit or Loss and Other Comprehensive Income Consolidated Statement of Financial Position Consolidated Statement of Changes in Net Assets Attributable to Unitholders Consolidated Statement of Cash Flows Notes to the Consolidated Annual Financial Report Directors’ Declaration Independent Auditor’s Report Page 3 Page 11 Page 12 Page 20 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 51 Page 52 2 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 2 P-REIT Directors’ Report The Directors of TFML Limited (“the Responsible Entity” or “TFML”), the Responsible Entity of P-REIT, present their report together with the consolidated annual financial report (“financial statements”) of P-REIT and its controlled entity (together referred to as “the Trust”) for the year ended 30 June 2013. Principal Activities and Review of Operations The principal activity of the Trust during the financial year was investing in income-producing real estate and real estate interests. Results At 30 June 2013 P-REIT has gross assets of $120.7 million with net assets (including litigation provisions) of $50 million (24 cents per unit). To 30 June 2013 P-REIT has generated a normalised net profit of $4.6 million, that is, excluding “one–off” litigation costs, unrealised movements in asset values, and non-cash accounting entries such as depreciation, straight-line rental income and interest rate hedges mark to market. Since 30 June 2012 bank debt has reduced by just over $7 million including the most recent repayment of $1 million in early August 2013. This brings bank debt to $48.5 million. The Trust’s facility is now within covenant and it no longer pays default interest rates. Debt MPS Litigation As previously disclosed, P-REIT is a defendant in litigation proceedings commenced by MacarthurCook Property Securities Fund (ASX Code: MPS) relating to contracts under which MPS invested $15 million in the Trust in late 2007, that is, before BlackWall began managing the Trust. BlackWall disputed the claim and MPS commenced proceedings in the NSW Supreme Court. The matter was heard in March 2012 in MPS’s favour with judgment (“Judgment”) entered against P-REIT on 10 August 2012 for $15 million plus interest and costs. As a consequence the Trust’s financial statements to 30 June 2012 included a litigation provision of $19.5 million ($19.7 million at 30 June 2013). P-REIT appealed the decision in the NSW Court of Appeal. The appeal was heard in early April 2013 and a decision is expected soon. If P-REIT’s appeal is successful its NTA increases to 34 cents per unit and it is intended that distributions will recommence in due course. If the appeal is unsuccessful the Trust may seek leave to have a further appeal heard by the High Court of Australia. Assets & Operations As part of the appeal process, P-REIT was granted a stay of the Judgment, which prevented MPS from enforcing its claim. To achieve this a number of undertakings were agreed, limiting the Trust’s investment activities and suspending distributions pending the outcome of the appeal. The undertakings have limited P-REIT’s activities but have allowed us to more rapidly reduce debt. P-REIT’s revenue is derived from a portfolio of income producing real estate, Bakehouse Bonds and property securities. 3 P-REIT Directors’ Report The Directors of TFML Limited (“the Responsible Entity” or “TFML”), the Responsible Entity of P-REIT, present their report together with the consolidated annual financial report (“financial statements”) of P-REIT and its controlled entity (together referred to as “the Trust”) for the year ended 30 June 2013. Principal Activities and Review of Operations The principal activity of the Trust during the financial year was investing in income-producing real estate and real estate interests. Results At 30 June 2013 P-REIT has gross assets of $120.7 million with net assets (including litigation provisions) of $50 million (24 cents per unit). To 30 June 2013 P-REIT has generated a normalised net profit of $4.6 million, that is, excluding “one–off” litigation costs, unrealised movements in asset values, and non-cash accounting entries such as depreciation, straight-line rental income and interest rate hedges mark to market. Debt Since 30 June 2012 bank debt has reduced by just over $7 million including the most recent repayment of $1 million in early August 2013. This brings bank debt to $48.5 million. The Trust’s facility is now within covenant and it no longer pays default interest rates. MPS Litigation As previously disclosed, P-REIT is a defendant in litigation proceedings commenced by MacarthurCook Property Securities Fund (ASX Code: MPS) relating to contracts under which MPS invested $15 million in the Trust in late 2007, that is, before BlackWall began managing the Trust. BlackWall disputed the claim and MPS commenced proceedings in the NSW Supreme Court. The matter was heard in March 2012 in MPS’s favour with judgment (“Judgment”) entered against P-REIT on 10 August 2012 for $15 million plus interest and costs. As a consequence the Trust’s financial statements to 30 June 2012 included a litigation provision of $19.5 million ($19.7 million at 30 June 2013). P-REIT appealed the decision in the NSW Court of Appeal. The appeal was heard in early April 2013 and a decision is expected soon. If P-REIT’s appeal is successful its NTA increases to 34 cents per unit and it is intended that distributions will recommence in due course. If the appeal is unsuccessful the Trust may seek leave to have a further appeal heard by the High Court of Australia. Assets & Operations As part of the appeal process, P-REIT was granted a stay of the Judgment, which prevented MPS from enforcing its claim. To achieve this a number of undertakings were agreed, limiting the Trust’s investment activities and suspending distributions pending the outcome of the appeal. The undertakings have limited P-REIT’s activities but have allowed us to more rapidly reduce debt. P-REIT’s revenue is derived from a portfolio of income producing real estate, Bakehouse Bonds and property securities. 3 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 3 P-REIT P-REIT Directors’ Report (continued) Assets & Operations (continued) Real Estate Bakehouse Bonds Property Securities Total Real Estate Carrying Value Gross Revenue $81.4 million $31.1 million $7.2 million $9.7 million $1.7 million $0.4 million EBITDA $7.7 million $1.7 million $0.4 million $119.7 million $11.8 million $9.8 million The Trust’s real estate portfolio is summarised below. The portfolio consists of just under 33,000 sqm of net lettable area with one vacancy of 112 sqm. Its weighted average lease expiry (WALE) is 6.4 years. We have commenced discussions with the expiring tenants in the office building on the Gold Coast known as Silver @ The Exchange, and in the Canberra Eye Hospital. Although leasing activity on the Gold Coast and Canberra is subdued our buildings have good locations, flexible layout and are well presented. Property Industrial: Bluescope Coolum APN Yandina APN Toowoomba Commercial: Carrying Value Implied Yield WALE NLA Renewals* by the undertakings given in relation to the MPS litigation. $4.7 million 8.2% 3.2 years 2,900 sqm $24.1 million 9.6% 13.2 years 9,100 sqm $6.0 million 9.5% 11.6 years 4,100 sqm Nil Nil Nil Silver @ The Exchange $18.3 million 10.8% 1.0 years 5,000 sqm 4,800 sqm Canberra Eye Hospital $7.9 million 8.9% 1.5 years 2,600 sqm 1,500 sqm Retail: Chancellor Homemaker Centre $20.4 million 9.7% 4.7 years 9,100 sqm Nil Total $81.4 million 6.4 years 32,800 sqm 6,300 sqm *Square metres with a lease expiry of 18 months or less. Bakehouse Bonds Bakehouse Bonds are CPI linked debt instruments secured against a mixed-use property known as the Bakehouse Quarter in North Strathfield, Sydney. Bakehouse Bonds pay a coupon of 5.5% per annum with capital indexed to CPI annually during the 10 year term (maturing in 2020). P-REIT holds 30 million Bonds with a carrying value of $31.1 million. Bakehouse Bonds are secured against the Bakehouse Quarter by way of a registered second mortgage. The Bakehouse Quarter is managed by BlackWall and owned by a wholesale investment trust known as the Kirela Development Unit Trust. Kirela is a substantial investor in P-REIT. The Bakehouse Quarter generates free cash flow (after first mortgage interest) of $4.7 million per annum from over 50 tenants leasing over 40,000 sqm of commercial, retail and entertainment space. The Bakehouse Quarter’s capital structure is set out below: Directors’ Report (continued) Bakehouse Bonds (continued) Bakehouse Quarter Property Value Senior Debt Bakehouse Bonds Net Asset Value Property Securities $182.00 million ($87.15) million 50% LVR ($36.27) million $58.58 million P-REIT’s property securities investments came on to the balance sheet as part of a restructure undertaken in 2010 to overcome the Trust’s debt issues at the time. BlackWall’s strategy is to aggregate or trade these positions to either turn them to cash or grow positions to a point of control. In some cases the trusts in which P-REIT is invested are being wound up by their managers. Where this has occurred the capital returned has been applied to debt amortisation. BlackWall is working on a number of opportunities to grow P-REIT’s assets and revenue but are restricted Significant Changes in Affairs Going Concern There were no significant changes to the state of affairs of the Trust during the financial year. These financial statements have been prepared on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and settlement of liabilities in the ordinary course of business. In reaching this conclusion the Directors have considered Trust’s capacity to meet an obligation to pay the full claim, costs and interest in relation to the litigation proceedings commenced by MPS as explained under MPS Litigation section above. In this regard the Directors note: 1. As at the date of these financial statements the Trust has borrowings of $48.5 million and gross 2. $81.4 million of the Trust’s assets are income producing real estate for which there is a deep and assets of $120.7 million; active market; 3. The Trust’s legal advisers have given preliminary advice that in the event the Trust’s appeal to the NSW Court of Appeal was unsuccessful: a. depending on the terms of that Judgment, the Trust has reasonable prospects of being granted leave to appeal to the High Court of Australia; and b. in the event the Trust chose to seek leave to appeal to the High Court of Australia the Trust should be successful in having the Judgment stayed pending the outcome of the appeal process. Notwithstanding the deficiency in current assets over current liabilities the Directors believe the bank facilities of $49.5 million (now $48.5 million), classified as a current liability for reasons set out at Note 13, will be renewed and extended after May 2014. Distributions There were no distributions paid or declared for the year ended 30 June 2013 (2012: $nil). 4 5 4 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT Directors’ Report (continued) Bakehouse Bonds (continued) Bakehouse Quarter Property Value Senior Debt Bakehouse Bonds Net Asset Value Property Securities $182.00 million ($87.15) million 50% LVR ($36.27) million $58.58 million P-REIT’s property securities investments came on to the balance sheet as part of a restructure undertaken in 2010 to overcome the Trust’s debt issues at the time. BlackWall’s strategy is to aggregate or trade these positions to either turn them to cash or grow positions to a point of control. In some cases the trusts in which P-REIT is invested are being wound up by their managers. Where this has occurred the capital returned has been applied to debt amortisation. BlackWall is working on a number of opportunities to grow P-REIT’s assets and revenue but are restricted by the undertakings given in relation to the MPS litigation. Significant Changes in Affairs There were no significant changes to the state of affairs of the Trust during the financial year. Going Concern These financial statements have been prepared on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and settlement of liabilities in the ordinary course of business. In reaching this conclusion the Directors have considered Trust’s capacity to meet an obligation to pay the full claim, costs and interest in relation to the litigation proceedings commenced by MPS as explained under MPS Litigation section above. In this regard the Directors note: 1. As at the date of these financial statements the Trust has borrowings of $48.5 million and gross assets of $120.7 million; 2. $81.4 million of the Trust’s assets are income producing real estate for which there is a deep and active market; 3. The Trust’s legal advisers have given preliminary advice that in the event the Trust’s appeal to the NSW Court of Appeal was unsuccessful: a. depending on the terms of that Judgment, the Trust has reasonable prospects of being b. granted leave to appeal to the High Court of Australia; and in the event the Trust chose to seek leave to appeal to the High Court of Australia the Trust should be successful in having the Judgment stayed pending the outcome of the appeal process. Notwithstanding the deficiency in current assets over current liabilities the Directors believe the bank facilities of $49.5 million (now $48.5 million), classified as a current liability for reasons set out at Note 13, will be renewed and extended after May 2014. Distributions There were no distributions paid or declared for the year ended 30 June 2013 (2012: $nil). 5 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 5 P-REIT P-REIT Directors’ Report (continued) Directors’ Report (continued) Events Subsequent to Reporting Date and Likely Developments Information on Directors of the Responsible Entity (continued) In August 2013, $1 million of borrowings was repaid to the Trust’s lender (refer to Note 13). Other than the matters referred to in these financial statements, to the best knowledge of the Directors, there have been no other matters or circumstances that have arisen since the end of the year that have materially affected or may materially affect the Trust’s operations in future financial years, the results of those operations or the Trust’s state of affairs in future financial years. Information on Directors of the Responsible Entity The names of the Directors of the Responsible Entity in office at any time during or since the end of the year are set out below. Unless otherwise stated, Directors have been in office since the beginning of the financial year to the date of these financial statements. Name Special Experience Joseph (Seph) Glew Position Non-Executive Director Name Richard Hill Position Non-Executive Director and Chairman Special Experience Richard Hill has extensive investment banking experience and was the founding partner of the corporate advisory firm Hill Young & Associates. Richard has invested in BlackWall’s projects since the early 1990s. Prior to forming Hill Young, Richard held a number of Senior Executive positions in Hong Kong and New York with Hong Kong & Shanghai Banking Corporation (HSBC). He was admitted as an attorney in New York State and was registered by the US Securities & Securities and Exchange Commission Commission. He is the Chairman of Calliden Group Limited and Sirtex Medical Limited Limited (both listed on the ASX) and a Director of Biota Pharmaceuticals Inc. (listed on NASDAQ). In addition Richard is Chairman of the Westmead Millennium for Medical Research. Previously, Richard was an Independent Non-Executive Director of the then ASX listed Pelorus Property Group Limited. He is now the Chairman of the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of TFML Limited (the Trust’s Responsible Entity). the Ontario Institute Seph has worked in the commercial property industry in New Zealand, the USA and Australia. Seph has driven large scale property development and financial structuring for real estate for over 30 years. In addition, since the early 1990s Seph has run many “turn-around” processes in relation to distressed properties and property structures for both private and institutional property owners. While working for the Housing Corporation of New Zealand and then AMP, Seph qualified as a registered valuer and holds a Bachelor of Commerce. In the 1980s he served as an Executive Director with New Zealand based property group Chase Corporation and as a Non-Executive director with a number of other listed companies in New Zealand and Australia. Seph is Chairman of Pelorus Private Equity Limited (an unlisted public company), a position he held when that entity traded on the ASX under the name Pelorus Property Group Limited. In addition he is a Non-Executive Director of the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of TFML Limited (the Trust’s Responsible Entity). since 1997. Robin is the Chairman of Vintage Capital Pty Ltd, an investment company with interests in property, wealth management, logistics and healthcare. He is a former member of the ASX and has served on the boards of several investment banks in Australia and overseas. He is a Director of Probiotec Ltd (a pharmaceutical manufacturing company listed on the ASX) and a Director of the retailer, Italtile Australia Pty Ltd. Robin is also a Fellow of the Financial Services Institute of Australasia. Robin is a Non-Executive Director of Pelorus Private Equity Limited a position he held when it traded on the ASX under the name Pelorus Property Group Limited. Robin is also a Non-Executive Director of the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of TFML Limited (the Trust’s Responsible Entity). Robin Tedder Robin has 37 years’ experience in investment and financial Non-Executive markets. He has been an investor in BlackWall’s projects Director 6 7 6 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT Directors’ Report (continued) Information on Directors of the Responsible Entity (continued) Name Joseph (Seph) Glew Robin Tedder Position Non-Executive Director Non-Executive Director Special Experience Seph has worked in the commercial property industry in New Zealand, the USA and Australia. Seph has driven large scale property development and financial structuring for real estate for over 30 years. In addition, since the early 1990s Seph has run many “turn-around” processes in relation to distressed properties and property structures for both private and institutional property owners. While working for the Housing Corporation of New Zealand and then AMP, Seph qualified as a registered valuer and holds a Bachelor of Commerce. In the 1980s he served as an Executive Director with New Zealand based property group Chase Corporation and as a Non-Executive director with a number of other listed companies in New Zealand and Australia. Seph is Chairman of Pelorus Private Equity Limited (an unlisted public company), a position he held when that entity traded on the ASX under the name Pelorus Property Group Limited. In addition he is a Non-Executive Director of the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of TFML Limited (the Trust’s Responsible Entity). Robin has 37 years’ experience in investment and financial markets. He has been an investor in BlackWall’s projects since 1997. Robin is the Chairman of Vintage Capital Pty Ltd, an investment company with interests in property, wealth management, logistics and healthcare. He is a former member of the ASX and has served on the boards of several investment banks in Australia and overseas. He is a Director of Probiotec Ltd (a pharmaceutical manufacturing company listed on the ASX) and a Director of the retailer, Italtile Australia Pty Ltd. Robin is also a Fellow of the Financial Services Institute of Australasia. Robin is a Non-Executive Director of Pelorus Private Equity Limited a position he held when it traded on the ASX under the name Pelorus Property Group Limited. Robin is also a Non-Executive Director of the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of TFML Limited (the Trust’s Responsible Entity). 7 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 7 P-REIT P-REIT Directors’ Report (continued) Information on Directors of the Responsible Entity (continued) Name Special Experience Stuart Brown Stuart has been involved in property investment for over 15 years across funds management, property services and finance. In 2006 he was appointed Chief Operating Officer and Chief Financial Officer of the then ASX listed Pelorus Property Group Limited and later Managing Director. Stuart has run debt and equity raising in relation to listed and unlisted real estate structures with assets valued at over a half a billion dollars. In his earlier career, Stuart practised as a solicitor in the areas of real estate, mergers and acquisitions and corporate advisory with Mallesons and Gilbert + Tobin. Stuart is also a Director of the unlisted public company, Pelorus Private Equity Limited and the ASX listed BlackWall Property Funds Limited which is the ultimate holding company of the Trust’s Responsible Entity TFML Limited. Stuart is also an independent Director of Coogee Boys’ Preparatory School. Position Executive Director and Chief Executive Officer Company Secretary Don Bayly is the Company Secretary. He has a Bachelor of Commerce and Administration from Victoria University. Don has over 20 years’ compliance management experience. The Board has looked to achieve a board membership that includes a mix of skills, experience and technical expertise that is best suited to the business. Meeting Attendances Attendance at the Responsible Entity’s Board meetings held during the financial year is detailed below: Director Meetings Held Richard Hill Seph Glew Robin Tedder Stuart Brown Directors’ Relevant Interests Board Meetings 5 5 5 5 5 As at the date of this report the Directors’ relevant interests in units or options in the Trust are: Director Richard Hill Seph Glew Robin Tedder Stuart Brown Shares (%) Units (No.) - 49,445,000 14,718,624 875,760 Units (%) - 23.83 7.09 0.42 8 8 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 Directors’ Report (continued) Options There were no options granted during the year ended 30 June 2013. Remuneration Report (Audited) management personnel. Responsible Entity and Custodian Remuneration There was no remuneration paid from the Trust to the Directors of the Responsible Entity and its key In accordance with the terms of the Trust Constitution and the product disclosure statement, the Responsible Entity is entitled to receive a management fee based on 0.65% p.a. of the gross asset value of the Trust and the recovery of other administrative costs. Refer to Note 24 for total remuneration paid to the Responsible Entity. The Custodian is The Trust Company Limited. The custody fee is calculated at the greater of $15,000 p.a. or 0.025% p.a. of the gross asset value of the Trust, plus GST. In addition, the Custodian is entitled to be paid any out-of-pocket expenses incurred in the performance of its duties. Interests in the Fund The number of units on issue at 30 June 2013 was 207,524,039. There were no additional issues or redemptions of units during the financial year. TFML Limited, the Responsible Entity of the Trust and its ultimate holding company BlackWall Property Funds Limited, holds 22,465,285 units in the Trust.(cid:3) Environmental Regulation and Performance The Trust and its controlled entity’s operations are not regulated by any significant environmental law or regulation under either Commonwealth or State legislation. However, the Responsible Entity believes that the Trust and its controlled entity have adequate systems in place for the management of its environmental requirements and is not aware of any instances of non-compliance of those environmental requirements as they apply to the Trust. Measurable Objectives For Achieving Gender Diversity Notwithstanding the Responsible Entity does not directly employ staff, through its arrangement with Blackwall Property Funds it is committed to employing people on best fit for the job based on ability, performance and potential, our goal is to build a workforce that reflects the diversity of the communities This means creating a work environment where employee differences such as gender, age, culture, disability and lifestyle choice are valued. The objective is therefore one of a 50/50 gender split and is Female (No. of people) Female (%) Male (No. of people) Male (%) 0 2 5 0 50 56 4 2 4 Proceedings On Behalf of The Trust See commentary earlier in these financial statements and Note 15. in which we operate. reflected as follows: Executive Management Board Other 100 50 44 9 P-REIT Directors’ Report (continued) Options There were no options granted during the year ended 30 June 2013. Remuneration Report (Audited) There was no remuneration paid from the Trust to the Directors of the Responsible Entity and its key management personnel. Responsible Entity and Custodian Remuneration In accordance with the terms of the Trust Constitution and the product disclosure statement, the Responsible Entity is entitled to receive a management fee based on 0.65% p.a. of the gross asset value of the Trust and the recovery of other administrative costs. Refer to Note 24 for total remuneration paid to the Responsible Entity. The Custodian is The Trust Company Limited. The custody fee is calculated at the greater of $15,000 p.a. or 0.025% p.a. of the gross asset value of the Trust, plus GST. In addition, the Custodian is entitled to be paid any out-of-pocket expenses incurred in the performance of its duties. Interests in the Fund The number of units on issue at 30 June 2013 was 207,524,039. There were no additional issues or redemptions of units during the financial year. TFML Limited, the Responsible Entity of the Trust and its ultimate holding company BlackWall Property Funds Limited, holds 22,465,285 units in the Trust.(cid:3) Environmental Regulation and Performance The Trust and its controlled entity’s operations are not regulated by any significant environmental law or regulation under either Commonwealth or State legislation. However, the Responsible Entity believes that the Trust and its controlled entity have adequate systems in place for the management of its environmental requirements and is not aware of any instances of non-compliance of those environmental requirements as they apply to the Trust. Measurable Objectives For Achieving Gender Diversity Notwithstanding the Responsible Entity does not directly employ staff, through its arrangement with Blackwall Property Funds it is committed to employing people on best fit for the job based on ability, performance and potential, our goal is to build a workforce that reflects the diversity of the communities in which we operate. This means creating a work environment where employee differences such as gender, age, culture, disability and lifestyle choice are valued. The objective is therefore one of a 50/50 gender split and is reflected as follows: Board Executive Management Other Female (No. of people) 0 2 5 Female (%) Male (No. of people) 4 2 4 0 50 56 Male (%) 100 50 44 Proceedings On Behalf of The Trust See commentary earlier in these financial statements and Note 15. 9 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 9 P-REIT Directors’ Report (continued) Indemnities of Officers During the financial year the Responsible Entity has paid premiums to insure each of the Directors named in this report along with Officers of the Responsible Entity against all liabilities for costs and expenses incurred by them in defending any legal proceedings arising out of their conduct while acting in the capacity of Director or Officer of the Responsible Entity, other than conduct involving a wilful breach of duty. The insurance policy prohibits disclosure of the nature of the liability, the amount of the premium and the limit of liability. No indemnities have been given or insurance premiums paid, during or since the end of the financial year, for any person who is or has been an auditor to the Trust. Non-audit Services Amounts paid to the auditor for non-audit services during the year are detailed at Note 18 of the financial statements. The Directors are satisfied that the provision of non-audit services is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The nature and scope of each type of non-audit service provided means that auditor independence was not compromised. Auditor’s Independence Declaration A copy of the auditor’s independence declaration as required under Section 307C of the Corporations Act 2001 is set out in these financial statements. Auditor ESV Chartered Accountants continues in office in accordance with section 327 of the Corporations Act 2001. Rounding of Amounts The Trust is a group of the kind referred to in ASIC Class Order 98/0100, dated 10 July 1998, and in accordance with that Class Order, amounts in the Directors’ Report and the financial statements are rounded off to the nearest thousand dollars, unless otherwise indicated. Signed in accordance with a resolution of the Board of Directors. Stuart Brown Director Sydney, 20 August 2013 10 10 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 Directors’ Report (continued) P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 11 P-REIT Corporate Governance The Board of Directors of TFML Limited as Responsible Entity for P-REIT (an open ended unit trust) is responsible for the corporate governance practices that provide an appropriate framework for managing the Trust for the benefit of unitholders. Good corporate governance is a fundamental part of the culture and business practices of TFML. The Board has adopted comprehensive systems of control and accountability as the basis for administration of corporate governance. The Board is committed to administering the policies and procedures with openness and integrity, pursuing the true spirit of corporate governance commensurate with TFML’s needs. To the extent they are applicable and appropriate for a company of TFML’s size and nature, TFML has adopted the ASX Corporate Governance Council’s “Corporate Governance Principles and Recommendations Second Edition” and “Summary Table of the 30 June 2010 Changes to Second Edition of the Corporate Governance Principles and Recommendations”. Recommendation Principle No Principle 1: Lay solid foundations for management and oversight 1.1 Compliance Establish the functions reserved to the Board and those delegated to Senior Executives and disclose those functions. a The Responsible Entity has appointed Compliance a Committee but for the purposes of corporate governance has adopted BlackWall’s largely governance and policies procedures. The Responsible Entity and BlackWall operate with flat management structure. The Chief Executive Officer and Chief Financial Officer are involved in the day- to-day the operations business. Decisions at the Board level and the assessment of are executive based on reports received from the Chief Executive Officer and the consideration of issues by Executive and Non-Executive Directors at Board meetings. performance of 1.2 Disclose the process for evaluating the performance of Senior Executives. of The Responsible Entity does not directly employ executives or staff. The Board of TFML and the BlackWall Remuneration Committee (or full Board in absence Remuneration Committee) will oversee the performance evaluation of the executive team. This is based on criteria including the business performance of TFML and the Trust, strategic objectives are being achieved and of management and personnel. Performance reviews of senior development whether the 12 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 Reason for Non-compliance Comply. Comply. 12 P-REIT Principle No Recommendation Compliance Reason for Non-compliance Executives have taken place during the reporting period and they are in accordance with the process above. 1.3 Provide the information The Board Charter can be Comply. indicated in the Guide to accessed from BlackWall’s reporting on Principle 1. website. Principle 2: Structure the Board to add value 2.1 A majority of the Board The Board has considered the The Directors monitor the should be Independent guidance to Principle 2: Directors. Structure the Board to Add Value and in particular, Box 2.1, which contains a “relationships independent status”. list of affecting Currently TFML Limited has one Independent Director, Mr Richard Hill, who is also the Chairman, and three Non- Independent Directors, Mr Brown, who acts in an Executive capacity, and Mr Glew and Mr Tedder who act in a Non- Executive capacity. business affairs of the Responsible Entity on behalf of the unitholders of the Trust with a specific focus on the profitability of business activities and the efficiency of its managers. In keeping with consideration, this Board positions are held by a majority of members who are significant unitholders. The Responsible Entity has not therefore adopted recommendations 2.1 and 2.2 of the ASX Corporate Governance Council. The Board’s primary focus is on driving returns to unitholders by growing Net Tangible Assets and earnings per unit over the long term. The Board considers risk management and the ethical conduct of business. The Board is structured with a combination of skills and experiences. The Board members’ skills and experience are consistent with the business operations that the Responsible Entity undertakes including: (cid:120) Structured finance and fund management; (cid:120) Property management 13 P-REIT Corporate Governance (continued) Principle No Recommendation Compliance Executives have taken place during the reporting period and they are in accordance with the process above. Reason for Non-compliance 1.3 Provide the information indicated in the Guide to reporting on Principle 1. The Board Charter can be accessed BlackWall’s website. from Comply. Principle 2: Structure the Board to add value 2.1 A majority of the Board should be Independent Directors. to Principle The Board has considered the guidance 2: Structure the Board to Add Value and in particular, Box 2.1, list of which “relationships affecting independent status”. contains a Currently TFML Limited has one Independent Director, Mr Richard Hill, who is also the three Non- Chairman, and Independent Directors, Mr Brown, who acts in an Executive capacity, and Mr Glew and Mr in a Non- Tedder who act Executive capacity. affairs of The Directors monitor the business the Responsible Entity on behalf of the unitholders of the Trust with a specific focus on of the profitability business activities and the efficiency of its managers. In keeping this consideration, Board positions are held by a majority of members who are significant unitholders. The Responsible Entity has not adopted recommendations 2.1 and 2.2 of the ASX Corporate Governance Council. therefore with Assets driving returns The Board’s primary focus is on to unitholders by growing Net Tangible and earnings per unit over the long term. The Board considers risk management and the ethical conduct of business. The Board is structured with a combination of skills and The Board experiences. members’ and skills experience are consistent with the business operations that the Responsible Entity undertakes including: (cid:120) Structured finance and fund management; (cid:120) Property management 13 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 13 P-REIT Corporate Governance (continued) Principle No Recommendation Compliance P-REIT Reason for Non-compliance and leasing; (cid:120) Property development. The Board considers risk management and the ethical conduct of business. 2.2 2.3 2.4 2.5 2.6 The Chair should be an Independent Director. Refer to 2.1. The roles of Chair and Chief Executive Officer should not be exercised by the same individual. TFML’s Chairman and Chief Executive Officer are not the same person. Comply. Comply. Board The should establish a Nomination Committee. Disclose the process for the evaluating of performance the Board, its Committees and individual Directors. Provide the information indicated in the Guide to reporting on Principle 2. The Responsible Entity does not foresee the Board composition changing in the near future and therefore has not established a Nomination Committee. The Board the independence of a Director is not compromised simply by the fact that the Director is a significant investor in P-REIT. considers that gained a The Board considers that no efficiencies or other benefits would by be separate establishing committee. TFML has not, therefore, adopted Recommendation 2.4 of the ASX Corporate Governance Council. The full Board will arrange an annual performance evaluation of the Board, its Committees and individual Directors. Comply. Comply. to skills, experience and The expertise the relevant position held by each Director will be disclosed the Directors’ Report which forms part of the financial statements. in The Directors are entitled to take independent professional advice at the expense of the Responsible Entity. The period of office held by each Director will be disclosed the Directors’ Report which forms part of the financial statements. in A statement will be included in 14 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 14 15 3.4 Disclose in each annual The information will be Comply. Principle No Recommendation Compliance Reason for Non-compliance the Directors’ Report of the financial statements as to the mix of skills and diversity that the Board is looking to achieve in its membership. Principle 3: Promote ethical and responsible decision making 3.1 Establish a code of The Responsible Entity has Comply. conduct and disclose the adopted a Code of Conduct, code or a summary of the which can be accessed at the code as to: BlackWall website, www.blackwallfunds.com.au. (cid:120) The practice necessary to maintain confidence in the Company’s integrity; (cid:120) The practices necessary to take into account their legal obligations and the reasonable expectations of their stakeholders; (cid:120) The responsibility and accountability of individuals reporting for and investigating reports of unethical practices. requirements for the Board to measurable establish objectives for achieving gender diversity and for the Board to assess annually the objectives and the progress in achieving them. the Board in accordance with the Diversity Policy and progress towards achieving them. 3.2 Establish a policy The Responsible Entity has Comply. concerning diversity and adopted a Diversity Policy disclose the policy or a which can be accessed at the summary of that policy. BlackWall website, The policy should include www.blackwallfunds.com.au. 3.3 Disclose in each annual The information will be Comply. report the measurable disclosed in the Directors’ objectives for achieving Report of the Trust’s financial gender diversity set by statements. P-REIT Corporate Governance (continued) Principle No Recommendation Reason for Non-compliance Compliance the Directors’ Report of the financial statements as to the mix of skills and diversity that the Board is looking to achieve in its membership. Principle 3: Promote ethical and responsible decision making 3.1 Comply. code of a Establish conduct and disclose the code or a summary of the code as to: The Responsible Entity has adopted a Code of Conduct, which can be accessed at the BlackWall website, www.blackwallfunds.com.au. (cid:120) The practice necessary to maintain confidence the Company’s integrity; in (cid:120) The their practices necessary to take into account legal obligations and the reasonable expectations of their stakeholders; (cid:120) The responsibility and accountability of for individuals reporting and investigating reports of unethical practices. a Establish policy concerning diversity and disclose the policy or a summary of that policy. The policy should include for requirements the establish to Board objectives measurable gender for achieving diversity and the Board to assess annually the objectives and the progress in achieving them. for The Responsible Entity has adopted a Diversity Policy which can be accessed at the BlackWall website, www.blackwallfunds.com.au. Comply. information will be The disclosed the Directors’ Report of the Trust’s financial statements. in Comply. Disclose in each annual report the measurable objectives for achieving gender diversity set by the Board in accordance with the Diversity Policy and progress towards achieving them. 3.2 3.3 3.4 Disclose in each annual The information will be Comply. 15 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 15 P-REIT Corporate Governance (continued) P-REIT Compliance disclosed the Directors’ Report of the Trust’s financial statements. in Reason for Non-compliance Principle No Recommendation Compliance Reason for Non-compliance recommendations to the Board. Principle No 3.5 Recommendation report the proportion of women employees in the organisation, whole women Senior in Executive positions and women on the Board. Provide the information indicated in the Guide to reporting on Principle 3. information will be The disclosed the Directors’ Report of the Trust’s financial statements. in Principle 4: Safeguard integrity in financial reporting Board 4.1 The establish Committee. should Audit an The Entity Responsible currently has a separate Audit The roles and Committee. responsibilities of the Audit Committee are set out in the Audit Committee Charter. This charter can be accessed at the BlackWall website, www.blackwallfunds.com.au. 4.2 The Audit Committee should be structured so that it: (cid:120) Consists only of Non- Executive Directors; (cid:120) Consists of a majority Independent of Directors; the The Audit Committee consists independent of members of the Compliance Committee. two by (cid:120) Is an chaired Independent Chair, who is not Chair of the Board; (cid:120) Has at three least members. Comply. Comply. Principle 5: Make timely and balanced disclosure 5.1 Establish written policies TFML will undertake timely Comply. Audit Given The Board has established an Audit Committee and adopted an Audit Charter. The Committee consists of the independent members of the Compliance the Committee. composition of the Board and the size of the company, ASX Recommendation 4.2 is not complied with in all respects. The Board takes the view that the Committee as constituted can discharge role effectively. The its Committee the auditing process for half- yearly and annual financial statements and meets prior to, during and post the audit to discuss. During meetings the Committee minutes its roles and responsibilities in regards audit addressing the need for a formal The Committee has direct access to the auditor during the the auditing period and auditor the Committee meetings. The Committee may make reviews charter. attends the to 4.3 The Audit Committee The formal charter can be Comply. have formal accessed at the BlackWall should charter. website, www.blackwallfunds.com.au. 4.4 Provide the information The Audit Committee will meet Comply. in the Guide to reporting at least twice in each year, on Principle 4. before sign off of the annual and half-year financial statements. and procedures designed market disclosures. The Chief to ensure compliance Executive Officer in with ASX Listing Rule consultation with the Board will disclosure requirements, manage investor relations and ensure accountability at a the release of market sensitive Senior Executive level for information. The Responsible that compliance and Entity will maintain a timetable disclose those policies or for its compliance and periodic a summary of those disclosure requirements. policies. 5.2 Provide the information The information will be Comply. indicated in the Guide to disclosed in the financial reporting on Principle 5. statements. Principle 6: Respect the rights of shareholders 6.1 Design a communications The Responsible Entity Comply. policy for promoting effective communications with shareholders and undertakes measures a to number ensure of its unitholders are informed of its encouraging their operations including: participation at general meetings and disclose that policy or a summary of that policy. (cid:120) The Directors Executive Non-Executive and Officer Chief are available to meet or speak to unitholders; (cid:120) The Directors Non-Executive and Chief Executive Officer make themselves available to independent research houses, brokers and other participants in the financial markets; (cid:120) Making available P-REIT’s annual and half-yearly financial reports electronically via email and website; 16 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 16 17 P-REIT Corporate Governance (continued) Principle No Recommendation Compliance Reason for Non-compliance recommendations Board. to the 4.3 4.4 The Audit Committee should formal have charter. formal charter can be the BlackWall The accessed at website, www.blackwallfunds.com.au. Comply. Provide the information in the Guide to reporting on Principle 4. The Audit Committee will meet at least twice in each year, before sign off of the annual and half-year financial statements. Comply. Principle 5: Make timely and balanced disclosure 5.1 Establish written policies and procedures designed to ensure compliance with ASX Listing Rule disclosure requirements, ensure accountability at a Senior Executive level for that and compliance disclose those policies or a those policies. summary of Officer TFML will undertake timely market disclosures. The Chief Executive in consultation with the Board will manage investor relations and the release of market sensitive information. The Responsible Entity will maintain a timetable for its compliance and periodic disclosure requirements. 5.2 Provide the information indicated in the Guide to reporting on Principle 5. The disclosed statements. information will in the be financial Principle 6: Respect the rights of shareholders 6.1 Comply. Comply. Comply. Responsible a to Entity The of undertakes measures its unitholders are informed of its operations including: number ensure Design a communications for promoting policy effective communications with shareholders and encouraging their participation at general meetings and disclose that policy or a summary of that policy. (cid:120) The Non-Executive Chief and Directors Executive are Officer available to meet or speak to unitholders; (cid:120) The Non-Executive Directors Chief and Executive Officer make to themselves independent research houses, brokers and other participants in the financial markets; available (cid:120) Making available P-REIT’s half-yearly and annual financial reports electronically via email and website; 17 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 17 P-REIT Corporate Governance (continued) P-REIT Reason for Non-compliance Principle No Recommendation Compliance Reason for Non-compliance Principle No Recommendation Compliance (cid:120) Enabling access to P-REIT’s external auditor at the Annual General Meeting; and (cid:120) Placing on its website all releases to the ASX and the media, and full notices of all meetings and the Trust’s information on its website including access to archived information. Comply. Comply. Comply. information will in the be financial The disclosed statements. The Responsible Entity and BlackWall have adopted a Risk Management Policy. This Policy outlines the key material risks faced by P-REIT. through a The Responsible Entity and BlackWall identify and manage risk framework managed by the Chief Executive Officer. Risks are reported to the Board by management at each Board meeting and the Chairman may an extraordinary meeting when circumstances require. call 6.2 Provide the information indicated in the Guide to reporting on Principle 6. Principle 7: Recognise and manage risk Establish policies for the 7.1 oversight and management of material business and disclose a summary of those policies. risk to The Board should require management to design and implement the risk management and internal control system to manage the Trust’s material business risks and report it on whether those risks are being managed efficiently. The Board that should has management reported to it as to the effectiveness the company’s management of its material business risks. disclose of 7.2 7.3 Comply. Board will The receive assurance in the form of a the Chief from declaration Executive Officer and the Chief Financial Officer as required by the Corporations Act 2001. Chief Board The should disclose whether it has received assurance from the Executive Officer (or equivalent) and the Chief Financial Officer (or equivalent) that declaration provided in accordance with section 295A of the Corporations Acts 2001 is founded on a sound the 18 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 18 19 system of management risk and internal control and that the system is operating effectively in all material respects in relation to financial reporting risks. Committee should be structured so that it: (cid:120) Consists of a majority of Independent Directors; (cid:120) Is chaired by an Independent Director; and (cid:120) Has at least three members. distinguish the structure of Non-Executive Directors’ remuneration from that of Executive Directors and Senior Executives. provide the information indicated in the Guide to reporting on Principle 8. 7.4 Companies should The information will be Comply. provide the information disclosed in the financial indicated in the Guide to statements. reporting on Principle 7. Principle 8: Remunerate fairly and responsibly 8.1 The Board should The Responsible Entity does not The Responsible Entity does establish a Remuneration directly employ executives or not directly employ Committee. staff. executives or staff. 8.2 The Remuneration Refer 8.1 Refer 8.1 8.3 Companies should clearly Refer 8.1 Refer 8.1 8.4 Companies should Refer 8.1 Refer 8.1 Compliance Reason for Non-compliance P-REIT Corporate Governance (continued) Principle No 7.4 of Recommendation risk system management and internal control and that the system is operating effectively in all material respects in relation to financial reporting risks. Companies should provide the information indicated in the Guide to reporting on Principle 7. Principle 8: Remunerate fairly and responsibly 8.1 Board The should establish a Remuneration Committee. The Responsible Entity does not directly employ executives or staff. information will in the be financial The disclosed statements. Comply. The Responsible Entity does employ not executives or staff. directly 8.2 The Committee structured so Remuneration should be it: that Refer 8.1 Refer 8.1 (cid:120) Consists of a majority Independent (cid:120) chaired by an of Directors; Is Independent Director; and 8.3 8.4 (cid:120) Has at least three members. Companies should clearly distinguish the structure of Non-Executive Directors’ remuneration from that of Executive Senior Directors Executives. and Companies should provide the information indicated in the Guide to reporting on Principle 8. Refer 8.1 Refer 8.1 Refer 8.1 Refer 8.1 19 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 19 P-REIT P-REIT ASX Additional Information Additional information required by the Australian Securities Exchange Limited and not shown elsewhere in this report is as follows. The unitholder information set out below was current as at 9 August 2013. ASX Additional Information (continued) 2. Distribution of Shareholders The distribution of unitholders by size of holding was: 1. Unitholders The Trust’s top 20 largest unitholdings were: Investor Units (No.) Units (%) 1 2 3 4 5 6 7 8 9 Kirela Pty Ltd ATF Kirela Development Unit Trust Pelorus Private Equity Ltd Sandhurst Trustees Ltd ACF MacarthurCook PSF A/C Australian Executor Trustees Ltd ACF Tankstream Property Investments Fund BlackWall Property Funds Ltd Vintage Capital Pty Ltd TFML Limited Koonta Pty Ltd ATF Koonta Superannuation Fund Jagar Property Consultants Pty Ltd 10 Benyaya Holdings Pty Ltd 11 Harmareed Pty Ltd ATF The Reed Superannuation Fund Seno Management Pty Ltd ATF Seno Superannuation Fund 12 13 I P R Nominees Pty Ltd <1965 Irvin Peter Rockman A/C> Mr Andrew Craig Irvine & Ms Beverley Frances Irvine 14 15 Netwealth Investments Ltd 16 Chavoo Pty Ltd ATF Midhurst Superannuation Fund Frogstorm Pty Ltd ATF The Bossanova Superannuation Fund 17 18 Pinnatus Pty Ltd 19 D.L.N. Investments Pty Ltd Mr Eric Joblin + Mrs Gillian Joblin + Mr G Joblin and Ms K Joblin 20 20 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 43,460,337 28,660,000 22,581,875 19,238,234 17,465,285 10,236,859 5,000,000 4,154,347 3,484,664 2,764,732 2,159,942 2,000,000 1,252,033 1,151,142 1,065,317 1,000,000 875,760 849,510 847,417 800,000 20.94 13.81 10.88 9.27 8.42 4.93 2.41 2.00 1.68 1.33 1.04 0.96 0.60 0.55 0.51 0.48 0.42 0.41 0.41 0.39 20 P-REIT has 17 holders of less than a marketable parcel. The Trust has 207,524,039 units on issue.. All units carry one vote per unit without restrictions. All units are quoted on the Australian Securities Category 1-1,000 1,001-5,000 5,001-10,000 10,001-100,000 100,001 and over Total number of unitholders Exchange (ASX Code: PXT). 3. Substantial Unitholders Investor Joseph (Seph) Glew Paul Tresidder Pelorus Private Equity Ltd Substantial unitholders in the Trust are set out below: Sandhurst Trustees Ltd ACF MacarthurCook PSF A/C BlackWall Property Funds Ltd Australian Executor Trustees Ltd ACF Tankstream Property Investments Fund Robin Tedder No. of Holders 2 56 117 475 101 751 Units (No.) Units (%) 49,445,000 47,917,779 28,660,000 22,581,875 22,465,285 19,238,234 14,718,624 23.83 23.09 13.81 10.88 10.83 9.27 7.09 21 P-REIT ASX Additional Information (continued) 2. Distribution of Shareholders The distribution of unitholders by size of holding was: Category 1-1,000 1,001-5,000 5,001-10,000 10,001-100,000 100,001 and over Total number of unitholders No. of Holders 2 56 117 475 101 751 P-REIT has 17 holders of less than a marketable parcel. The Trust has 207,524,039 units on issue.. All units carry one vote per unit without restrictions. All units are quoted on the Australian Securities Exchange (ASX Code: PXT). 3. Substantial Unitholders Substantial unitholders in the Trust are set out below: Investor Joseph (Seph) Glew Paul Tresidder Pelorus Private Equity Ltd Sandhurst Trustees Ltd ACF MacarthurCook PSF A/C BlackWall Property Funds Ltd Australian Executor Trustees Ltd ACF Tankstream Property Investments Fund Robin Tedder Units (No.) Units (%) 49,445,000 47,917,779 28,660,000 22,581,875 22,465,285 19,238,234 14,718,624 23.83 23.09 13.81 10.88 10.83 9.27 7.09 21 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 21 P-REIT Trust Details The Responsible Entity’s details are as follows: Registered office and principal place of business TFML Limited Level 1, 50 Yeo Street Neutral Bay NSW 2089 Telephone Fax Website Registry 02 9033 8611 02 9033 8600 www.blackwallfunds.com.au Computershare Investor Services Pty Limited 60 Carrington Street Sydney NSW 2000 www.computershare.com.au Telephone: 02 8234 5000 P-REIT ARSN 109 684 773 Consolidated Statement of Profit or Loss and Other Comprehensive Income For the Year Ended 30 June 2013 Revenue From Continuing Operations Rental income Dividends and distributions Interest income Other income Total Revenue Unrealised gain on revaluation (net) Property outgoings Depreciation expenses Custodian fees Administration expenses Finance costs Other operating expenses Loss on sale of investments Litigation expenses Profit / (Loss) For the Year Note 4(a) 4(a) 5 5 5 5, 15 2013 $’000 10,210 2,023 19 - 3,611 15,863 (2,047) (2,403) (31) (1,027) (3,863) (109) (103) (1,444) 4,836 (437) (437) 4,399 2012 $’000 10,261 2,226 37 297 2,597 15,418 (2,136) (2,759) (23) (1,053) (4,783) (462) (9) (19,719) (15,526) (602) (602) (16,128) Other Comprehensive Income / (Loss) Items that will be reclassified to profit or loss Unrealised loss on available-for-sale investments 4(b) Other Comprehensive Loss For the Year Total Comprehensive Income / (Loss) For the Year Earnings / (Loss) Per Unit Basic and diluted earnings/(loss) per unit 17 $0.02 ($ 0.07) 22 The accompanying notes form part of these consolidated financial statements. 23 22 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Consolidated Statement of Profit or Loss and Other Comprehensive Income For the Year Ended 30 June 2013 (cid:6)(cid:145)(cid:144)(cid:149)(cid:145)(cid:142)(cid:139)(cid:134)(cid:131)(cid:150)(cid:135)(cid:134)(cid:3)(cid:22)(cid:150)(cid:131)(cid:150)(cid:135)(cid:143)(cid:135)(cid:144)(cid:150)(cid:3)(cid:145)(cid:136)(cid:3)(cid:19)(cid:148)(cid:145)(cid:976)(cid:139)(cid:150)(cid:3)(cid:145)(cid:148)(cid:3)(cid:15)(cid:145)(cid:149)(cid:149)(cid:3)(cid:131)(cid:144)(cid:134)(cid:3)(cid:18)(cid:150)(cid:138)(cid:135)(cid:148)(cid:3)(cid:6)(cid:145)(cid:143)(cid:146)(cid:148)(cid:135)(cid:138)(cid:135)(cid:144)(cid:149)(cid:139)(cid:152)(cid:135)(cid:3)(cid:12)(cid:144)(cid:133)(cid:145)(cid:143)(cid:135) (cid:9)(cid:145)(cid:148)(cid:3)(cid:150)(cid:138)(cid:135)(cid:3)(cid:155)(cid:135)(cid:131)(cid:148)(cid:3)(cid:8)(cid:144)(cid:134)(cid:135)(cid:134)(cid:3)(cid:885)(cid:882)(cid:3)(cid:13)(cid:151)(cid:144)(cid:135)(cid:3)(cid:884)(cid:882)(cid:883)(cid:885) Revenue From Continuing Operations Rental income Dividends and distributions Interest income Other income Unrealised gain on revaluation (net) Total Revenue Property outgoings Depreciation expenses Custodian fees Administration expenses Finance costs Other operating expenses Loss on sale of investments Litigation expenses Profit / (Loss) For the Year Other Comprehensive Income / (Loss) Items that will be reclassified to profit or loss Unrealised loss on available-for-sale investments Other Comprehensive Loss For the Year Total Comprehensive Income / (Loss) For the Year Note 4(a) 4(a) 5 5 5 5, 15 4(b) 2013 $’000 10,210 2,023 19 - 3,611 15,863 (2,047) (2,403) (31) (1,027) (3,863) (109) (103) (1,444) 4,836 (437) (437) 4,399 2012 $’000 10,261 2,226 37 297 2,597 15,418 (2,136) (2,759) (23) (1,053) (4,783) (462) (9) (19,719) (15,526) (602) (602) (16,128) Earnings / (Loss) Per Unit Basic and diluted earnings/(loss) per unit 17 $0.02 ($ 0.07) The accompanying notes form part of these consolidated financial statements. 23 (cid:23)(cid:138)(cid:135)(cid:3)(cid:131)(cid:133)(cid:133)(cid:145)(cid:143)(cid:146)(cid:131)(cid:144)(cid:155)(cid:139)(cid:144)(cid:137)(cid:3)(cid:144)(cid:145)(cid:150)(cid:135)(cid:149)(cid:3)(cid:136)(cid:145)(cid:148)(cid:143)(cid:3)(cid:146)(cid:131)(cid:148)(cid:150)(cid:3)(cid:145)(cid:136)(cid:3)(cid:150)(cid:138)(cid:135)(cid:149)(cid:135)(cid:3)(cid:133)(cid:145)(cid:144)(cid:149)(cid:145)(cid:142)(cid:139)(cid:134)(cid:131)(cid:150)(cid:135)(cid:134)(cid:3)(cid:976)(cid:139)(cid:144)(cid:131)(cid:144)(cid:133)(cid:139)(cid:131)(cid:142)(cid:3)(cid:149)(cid:150)(cid:131)(cid:150)(cid:135)(cid:143)(cid:135)(cid:144)(cid:150)(cid:149)(cid:484) P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 23 P-REIT ARSN 109 684 773 Consolidated Statement of Financial Position Consolidated Statement of Financial Position As at 30 June 2013 (cid:4)(cid:149)(cid:3)(cid:131)(cid:150)(cid:3)(cid:885)(cid:882)(cid:3)(cid:13)(cid:151)(cid:144)(cid:135)(cid:3)(cid:884)(cid:882)(cid:883)(cid:885) ASSETS Current Assets Cash and cash equivalents Trade and other receivables Other assets Total Current Assets Non-current Assets Financial assets Investment properties Total Non-current Assets TOTAL ASSETS LIABILITIES Current Liabilities Trade and other payables Other liabilities Borrowings Derivative financial instruments Provision Total Current Liabilities TOTAL LIABILITIES (EXCLUDING NET ASSETS ATTRIBUTABLE TO UNITHOLDERS) Net Assets Attributable to Unitholders Note 6 7 8 9 10 11 12 13 14 15 2013 $’000 39 612 405 1,056 38,323 81,350 119,673 120,729 801 60 49,500 693 19,700 70,754 70,754 49,975 2012 $’000 1,306 455 373 2,134 38,368 81,350 119,718 121,852 525 102 55,580 1,069 19,000 76,276 76,276 45,576 TOTAL LIABILITIES 120,729 121,852 The accompanying notes form part of these consolidated financial statements. 24 (cid:23)(cid:138)(cid:135)(cid:3)(cid:131)(cid:133)(cid:133)(cid:145)(cid:143)(cid:146)(cid:131)(cid:144)(cid:155)(cid:139)(cid:144)(cid:137)(cid:3)(cid:144)(cid:145)(cid:150)(cid:135)(cid:149)(cid:3)(cid:136)(cid:145)(cid:148)(cid:143)(cid:3)(cid:146)(cid:131)(cid:148)(cid:150)(cid:3)(cid:145)(cid:136)(cid:3)(cid:150)(cid:138)(cid:135)(cid:149)(cid:135)(cid:3)(cid:133)(cid:145)(cid:144)(cid:149)(cid:145)(cid:142)(cid:139)(cid:134)(cid:131)(cid:150)(cid:135)(cid:134)(cid:3)(cid:976)(cid:139)(cid:144)(cid:131)(cid:144)(cid:133)(cid:139)(cid:131)(cid:142)(cid:3)(cid:149)(cid:150)(cid:131)(cid:150)(cid:135)(cid:143)(cid:135)(cid:144)(cid:150)(cid:149)(cid:484) 24 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Consolidated Statement of Changes in Net Assets Attributable to Unitholders For the Year Ended 30 June 2013 Units on Issue No.’000 207,524 - - - 207,524 207,524 - - - 207,524 Issued Units $’000 105,958 - - - 105,958 106,006 - - (48) 105,958 Retained Earnings / (Accumulated Losses) $’000 (60,133) 4,836 - (686) (55,983) (44,607) (15,526) - - (60,133) Balance at 1 July 2012 Profit for the year Other comprehensive income Change of accounting policies (*) Balance at 30 June 2013 Balance at 1 July 2011 Loss for the year Other comprehensive loss Listing costs Balance at 30 June 2012 Amounts recognised in equity relating to assets classified as available-for- sale $’000 (249) - (437) 686 - 353 - (602) - (249) Total $’000 45,576 4,836 (437) - 49,975 61,752 (15,526) (602) (48) 45,576 * Transfer from available-for-sale reserve to restate retained earnings / (accumulated losses) for the early adoption of AASB 9. See Note 1 relating to details of change of accounting policies. (cid:23)(cid:138)(cid:135)(cid:3)(cid:131)(cid:133)(cid:133)(cid:145)(cid:143)(cid:146)(cid:131)(cid:144)(cid:155)(cid:139)(cid:144)(cid:137)(cid:3)(cid:144)(cid:145)(cid:150)(cid:135)(cid:149)(cid:3)(cid:136)(cid:145)(cid:148)(cid:143)(cid:3)(cid:146)(cid:131)(cid:148)(cid:150)(cid:3)(cid:145)(cid:136)(cid:3)(cid:150)(cid:138)(cid:135)(cid:149)(cid:135)(cid:3)(cid:133)(cid:145)(cid:144)(cid:149)(cid:145)(cid:142)(cid:139)(cid:134)(cid:131)(cid:150)(cid:135)(cid:134)(cid:3)(cid:976)(cid:139)(cid:144)(cid:131)(cid:144)(cid:133)(cid:139)(cid:131)(cid:142)(cid:3)(cid:149)(cid:150)(cid:131)(cid:150)(cid:135)(cid:143)(cid:135)(cid:144)(cid:150)(cid:149)(cid:484) The accompanying notes form part of these consolidated financial statements. 25 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 25 P-REIT ARSN 109 684 773 Consolidated Statement of Cash Flows For the Year Ended 30 June 2013 Cash Flows From Operating Activities Receipt from customers Payments to suppliers Litigation expenses Distribution received Interest received Interest paid Net Cash Flows From Operating Activities Cash Flows From Investing Activities Payments for purchase of securities Payments for purchase of plant & equipment Proceeds from disposal and redemption of securities Net Cash Flows From Investing Activities Cash Flows From Financing Activities Payments for listing costs Repayment of borrowings Net Cash Flows Used in Financing Activities Note 20 Net Increase / (Decrease) in Cash Held Cash and cash equivalents at the beginning of the year Cash and Cash Equivalents at End of the Year 6 2013 $’000 10,841 (3,887) (743) 1,588 19 (3,845) 3,973 - (26) 866 840 - (6,080) (6,080) (1,267) 1,306 39 2012 $’000 10,709 (4,326) (552) 1,834 36 (4,670) 3,031 (149) (42) 396 205 (80) (2,300) (2,380) 856 450 1,306 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies The financial statements cover the economic entity of P-REIT and its controlled entity, the Yandina Sub- trust (together referred to as “the Trust”). P-REIT is a managed investment scheme registered in Australia. The Yandina Sub-trust is a discretionary trust established and domiciled in Australia. TFML Limited is the Responsible Entity and investment manager of the Trust. The Trust Company Limited is the Custodian of the Trust. The relationship of these parties with the Trust is governed by the terms and conditions specified in the Constitution. The financial statements for the Trust for the year ended 30 June 2013 were authorised for issue in accordance with the resolution of the Directors of the Responsible Entity on 20 August 2013. Basis of Preparation These financial statements are general purpose financial statements that have been prepared in accordance with Australian Accounting Standards and other authoritative pronouncements of the Australian Accounting Standards Board and the Corporations Act 2001. The financial statements of the Trust also comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board. The financial statements have been prepared on an accruals basis and are based on historical costs modified by the revaluation of selected non-current assets, financial assets and financial liabilities for which the fair value basis of accounting has been applied. The Trust is a group of the kind referred to in ASIC Class Order 98/0100, dated 10 July 1998, and in accordance with that Class Order amounts in the Directors’ Report and the financial statements are rounded off to the nearest thousand dollars, unless otherwise indicated. The following is a summary of the material accounting policies adopted by the Trust in the preparation of the financial statements. The accounting policies have been consistently applied, unless otherwise stated. New and amended standards adopted None of the new standards and amendments to standards that are mandatory for the first time for the financial year beginning 1 July 2012 affected any of the amounts recognised in the current period or any prior period and are not likely to affect future periods. However, amendments made to AASB 101 Presentation of Financial Statements effective 1 July 2012 now require the statement of profit or loss and other comprehensive income (“profit or loss”) to show the items of comprehensive income grouped in those that are not permitted to be reclassified to profit or loss in a future period and those that may have to be reclassified if certain conditions are met. The accompanying notes form part of these consolidated financial statements. 26 27 (cid:23)(cid:138)(cid:135)(cid:3)(cid:131)(cid:133)(cid:133)(cid:145)(cid:143)(cid:146)(cid:131)(cid:144)(cid:155)(cid:139)(cid:144)(cid:137)(cid:3)(cid:144)(cid:145)(cid:150)(cid:135)(cid:149)(cid:3)(cid:136)(cid:145)(cid:148)(cid:143)(cid:3)(cid:146)(cid:131)(cid:148)(cid:150)(cid:3)(cid:145)(cid:136)(cid:3)(cid:150)(cid:138)(cid:135)(cid:149)(cid:135)(cid:3)(cid:133)(cid:145)(cid:144)(cid:149)(cid:145)(cid:142)(cid:139)(cid:134)(cid:131)(cid:150)(cid:135)(cid:134)(cid:3)(cid:976)(cid:139)(cid:144)(cid:131)(cid:144)(cid:133)(cid:139)(cid:131)(cid:142)(cid:3)(cid:149)(cid:150)(cid:131)(cid:150)(cid:135)(cid:143)(cid:135)(cid:144)(cid:150)(cid:149)(cid:484) 26 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Consolidated Statement of Cash Flows For the Year Ended 30 June 2013 Cash Flows From Operating Activities Note Receipt from customers Payments to suppliers Litigation expenses Distribution received Interest received Interest paid Net Cash Flows From Operating Activities 20 Cash Flows From Investing Activities Payments for purchase of securities Payments for purchase of plant & equipment Proceeds from disposal and redemption of securities Net Cash Flows From Investing Activities Cash Flows From Financing Activities Payments for listing costs Repayment of borrowings Net Cash Flows Used in Financing Activities Net Increase / (Decrease) in Cash Held Cash and cash equivalents at the beginning of the year Cash and Cash Equivalents at End of the Year 6 2013 $’000 10,841 (3,887) (743) 1,588 19 (3,845) 3,973 - (26) 866 840 - (6,080) (6,080) (1,267) 1,306 39 2012 $’000 10,709 (4,326) (552) 1,834 36 (4,670) 3,031 (149) (42) 396 205 (80) (2,300) (2,380) 856 450 1,306 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies The financial statements cover the economic entity of P-REIT and its controlled entity, the Yandina Sub- trust (together referred to as “the Trust”). P-REIT is a managed investment scheme registered in Australia. The Yandina Sub-trust is a discretionary trust established and domiciled in Australia. TFML Limited is the Responsible Entity and investment manager of the Trust. The Trust Company Limited is the Custodian of the Trust. The relationship of these parties with the Trust is governed by the terms and conditions specified in the Constitution. The financial statements for the Trust for the year ended 30 June 2013 were authorised for issue in accordance with the resolution of the Directors of the Responsible Entity on 20 August 2013. Basis of Preparation These financial statements are general purpose financial statements that have been prepared in accordance with Australian Accounting Standards and other authoritative pronouncements of the Australian Accounting Standards Board and the Corporations Act 2001. The financial statements of the Trust also comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board. The financial statements have been prepared on an accruals basis and are based on historical costs modified by the revaluation of selected non-current assets, financial assets and financial liabilities for which the fair value basis of accounting has been applied. The Trust is a group of the kind referred to in ASIC Class Order 98/0100, dated 10 July 1998, and in accordance with that Class Order amounts in the Directors’ Report and the financial statements are rounded off to the nearest thousand dollars, unless otherwise indicated. The following is a summary of the material accounting policies adopted by the Trust in the preparation of the financial statements. The accounting policies have been consistently applied, unless otherwise stated. New and amended standards adopted None of the new standards and amendments to standards that are mandatory for the first time for the financial year beginning 1 July 2012 affected any of the amounts recognised in the current period or any prior period and are not likely to affect future periods. However, amendments made to AASB 101 Presentation of Financial Statements effective 1 July 2012 now require the statement of profit or loss and other comprehensive income (“profit or loss”) to show the items of comprehensive income grouped in those that are not permitted to be reclassified to profit or loss in a future period and those that may have to be reclassified if certain conditions are met. The accompanying notes form part of these consolidated financial statements. 26 27 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 27 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) Early adoption of standards The Trust has early adopted AASB 9 Financial Instruments, with effect 1 January 2013, as the Directors believe the revised accounting policy for fair value adjustments to the Trust’s investments more reliably presents the financial information for users to assess the amounts, timing and uncertainty of future cash flows. In accordance with the transition provisions in AASB 2012-6, comparative figures have not been restated. See Financial Instruments policy note below for further details on the impact of the change in accounting policy. Going concern These financial statements have been prepared on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and settlement of liabilities in the ordinary course of business. In reaching this conclusion the Directors have considered Trust’s capacity to meet an obligation to pay the full claim, costs and interest in relation to the litigation proceedings commenced by MPS as explained in the Directors’ Report. In this regard the Directors note: 1. As at the date of these financial statements the Trust has borrowings of $48.5 million and gross assets of $120.7 million; 2. $81.4 million of the Trust’s assets are income producing real estate for which there is a deep and active market; 3. The Trust’s legal advisers have given preliminary advice that in the event the Trust’s appeal to the NSW Court of Appeal was unsuccessful: a. depending on the terms of that Judgment, the Trust has reasonable prospects of being granted b. leave to appeal to the High Court of Australia; and in the event the Trust chose to seek leave to appeal to the High Court of Australia the Trust should be successful in having the Judgment stayed pending the outcome of the appeal process. Notwithstanding the deficiency in current assets over current liabilities the Directors believe the bank facilities of $49.5 million (now $48.5 million), classified as a current liability for reasons set out at Note 13, will be renewed and extended after May 2014. Comparative figures When required by Accounting Standards, comparative figures have been adjusted to conform to changes in presentation for the current financial year. Any change of presentation has been made in order to make the financial statements more relevant and useful to the user. Presentation currency Both the functional and presentation currency of the Trust is Australian dollars. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Principles of Consolidation Controlled entities The consolidated financial statements comprise the financial statements of P-REIT and its controlled entity as at 30 June 2013 (refer to Note 23). The controlled entity has a June financial year end and uses consistent accounting policies. Investments in the controlled entity held by the parent entity are accounted for at cost less any impairment charges (refer to Note 25). Acquisitions of controlled entities are accounted for using the acquisition method. The consideration for each acquisition is measured at the aggregate of the fair values (at the date of exchange) of assets given, liabilities incurred or assumed, and equity instruments issued by P-REIT in exchange for control of the acquiree. Acquisition-related costs are recognised in profit or loss as incurred. Where a controlled entity has entered or left the economic entity during the year, its operating results have been included from the date control was obtained or until the date control ceased. A controlled entity is an entity P-REIT has the power to control the financial and operating policies of so as to obtain benefits from its activities. Inter-entity balances All inter-entity balances and transactions between entities in the Trust, including any unrealised profits or losses, have been eliminated on consolidation. Accounting policies of the controlled entity have been changed where necessary to ensure consistencies with those policies applied by the parent entity. Impairment of assets At each reporting date, the Trust reviews the carrying values of its assets to determine whether there is any indication that those assets have been impaired. If such an indication exists, the recoverable amount of the asset, being the higher of the asset’s fair value less costs to sell and value in use, is compared to the asset’s carrying value. In assessing value in use, either 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, or the income of the asset is capitalised at its relevant capitalisation rate. An impairment loss is recognised if the carrying value of an asset exceeds its recoverable amount. Impairment losses are expensed to the income statement. Impairment losses recognised in prior periods are assessed at each reporting date for any indication that the loss has decreased or no longer exists. An impairment loss is reversed if there has been a change in the estimates used to determine the recoverable amount. An impairment loss is reversed only to the extent that the asset’s carrying amount does not exceed the carrying amount that would have been determined, net of depreciation or amortisation, if no impairment loss has been recognised. 28 29 28 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) Early adoption of standards The Trust has early adopted AASB 9 Financial Instruments, with effect 1 January 2013, as the Directors believe the revised accounting policy for fair value adjustments to the Trust’s investments more reliably presents the financial information for users to assess the amounts, timing and uncertainty of future cash flows. In accordance with the transition provisions in AASB 2012-6, comparative figures have not been restated. See Financial Instruments policy note below for further details on the impact of the change in accounting policy. Going concern These financial statements have been prepared on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and settlement of liabilities in the ordinary course of business. In reaching this conclusion the Directors have considered Trust’s capacity to meet an obligation to pay the full claim, costs and interest in relation to the litigation proceedings commenced by MPS as explained in the Directors’ Report. In this regard the Directors note: 1. As at the date of these financial statements the Trust has borrowings of $48.5 million and gross assets 2. $81.4 million of the Trust’s assets are income producing real estate for which there is a deep and active of $120.7 million; market; 3. The Trust’s legal advisers have given preliminary advice that in the event the Trust’s appeal to the NSW Court of Appeal was unsuccessful: a. depending on the terms of that Judgment, the Trust has reasonable prospects of being granted leave to appeal to the High Court of Australia; and b. in the event the Trust chose to seek leave to appeal to the High Court of Australia the Trust should be successful in having the Judgment stayed pending the outcome of the appeal process. Notwithstanding the deficiency in current assets over current liabilities the Directors believe the bank facilities of $49.5 million (now $48.5 million), classified as a current liability for reasons set out at Note 13, will be renewed and extended after May 2014. Comparative figures When required by Accounting Standards, comparative figures have been adjusted to conform to changes in presentation for the current financial year. Any change of presentation has been made in order to make the financial statements more relevant and useful to the user. Presentation currency Both the functional and presentation currency of the Trust is Australian dollars. Principles of Consolidation Controlled entities The consolidated financial statements comprise the financial statements of P-REIT and its controlled entity as at 30 June 2013 (refer to Note 23). The controlled entity has a June financial year end and uses consistent accounting policies. Investments in the controlled entity held by the parent entity are accounted for at cost less any impairment charges (refer to Note 25). Acquisitions of controlled entities are accounted for using the acquisition method. The consideration for each acquisition is measured at the aggregate of the fair values (at the date of exchange) of assets given, liabilities incurred or assumed, and equity instruments issued by P-REIT in exchange for control of the acquiree. Acquisition-related costs are recognised in profit or loss as incurred. Where a controlled entity has entered or left the economic entity during the year, its operating results have been included from the date control was obtained or until the date control ceased. A controlled entity is an entity P-REIT has the power to control the financial and operating policies of so as to obtain benefits from its activities. Inter-entity balances All inter-entity balances and transactions between entities in the Trust, including any unrealised profits or losses, have been eliminated on consolidation. Accounting policies of the controlled entity have been changed where necessary to ensure consistencies with those policies applied by the parent entity. Impairment of assets At each reporting date, the Trust reviews the carrying values of its assets to determine whether there is any indication that those assets have been impaired. If such an indication exists, the recoverable amount of the asset, being the higher of the asset’s fair value less costs to sell and value in use, is compared to the asset’s carrying value. In assessing value in use, either 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, or the income of the asset is capitalised at its relevant capitalisation rate. An impairment loss is recognised if the carrying value of an asset exceeds its recoverable amount. Impairment losses are expensed to the income statement. Impairment losses recognised in prior periods are assessed at each reporting date for any indication that the loss has decreased or no longer exists. An impairment loss is reversed if there has been a change in the estimates used to determine the recoverable amount. An impairment loss is reversed only to the extent that the asset’s carrying amount does not exceed the carrying amount that would have been determined, net of depreciation or amortisation, if no impairment loss has been recognised. 28 29 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 29 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) Financial Instruments Derivative financial instruments and hedging The Trust uses derivative financial instruments such as interest rate swaps to hedge its risks associated with interest rates. Such derivative financial instruments are initially recognised at fair value on the date the derivative contract is entered into and are subsequently remeasured to fair value. Derivatives are carried as assets when their fair value is positive and as liabilities when their fair value is negative. The fair values of interest rate swaps are determined by reference to market values for similar instruments. Any gains or losses arising from changes in the fair value of derivatives are taken directly to profit or loss for the year. Non-derivative financial instruments Non-derivative financial instruments comprise investments in equity and debt instruments, trade and other receivables, cash and cash equivalents, loans and borrowings, and trade and other payables. Non-derivative financial instruments are recognised at fair value plus, for instruments not at fair value through profit or loss, any directly attributable transaction costs. Subsequent to initial recognition non- derivative financial instruments are measured as described below. Recognition A financial instrument is recognised if the Trust becomes a party to the contractual provisions of the instrument. Financial assets are recognised if the Trust’s contractual rights to the cash flow from the financial assets expire or if the Trust transfers the financial assets to another party without retaining control or substantially all risks and rewards of the asset. Purchases and sales of financial assets are accounted for at trade date, i.e. the date that the Trust commits itself to purchase or sell the asset. Financial liabilities are derecognised if the Trust’s obligations specified in the contract expire or are discharged or cancelled. Loans and receivables Loans and receivables including loans to related entities and to key management personnel are non- derivative financial assets with fixed or determinable payments that are not quoted in an active market and are stated at amortised cost using the effective interest rate method. Gains and losses are recognised in profit and loss when the loans and receivables are derecognised or impaired, as well as through the amortisation process. Available-for-sale financial assets (i) Debt investments – at fair value through profit or loss Up until 31 December 2012 the Trust’s investments in related party unlisted unit trusts were classified as available-for-sale financial assets. Subsequent to initial recognition, they were measured at fair value. Unrealised gains and losses arising from changes in fair value were recognised in other comprehensive income and accumulated in equity, with the exception of impairment losses, interest calculated using the effective interest method, and foreign exchange gains and losses on monetary assets, which were recognised in profit or loss. Where the investment was disposed of or was determined to be impaired, the cumulative gain or loss previously accumulated in the investments revaluation reserve was reclassified to profit or loss. 30 31 30 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 The fair values of investments that are actively traded in organised financial markets are determined by reference to quoted market bid prices at the close of business on the balance date. For investments in related party unlisted unit trusts, fair values are determined by reference to published unit prices of these investments which are based on the net tangible assets of each of the investments. Fair value Impairment At each reporting date, the Trust assesses whether there is objective evidence that a financial instrument has been impaired. A financial instrument 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. In the case of available-for-sale financial instruments, a prolonged decline in the value of the instrument is considered to determine whether an impairment has arisen. An impairment loss in respect of a financial instrument 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. An impairment loss in respect of an available-for-sale financial asset is calculated by reference to its fair value. Individually significant financial instruments are tested for impairment on an individual basis. The remaining financial assets are assessed collectively in groups that share similar credit risk characteristics. Impairment losses are recognised in the statement of profit or loss and other comprehensive income. An impairment loss is reversed if the reversal can be related objectively to an event occurring after the impairment loss was recognised. For financial instruments measured at amortised cost, the reversal is Non-derivative financial liabilities are recognised at amortised cost, comprising original debt less principal recognised in profit and loss. Financial liabilities payments and unrealised movements. Classification – from 1 January 2013 From 1 January 2013 the Trust classifies its financial assets in the following measurement categories: those to be measured subsequently at fair value and those to be measured at amortised cost. The classification depends on the Trust’s business model for managing the financial assets and the contractual terms of the cash flows. The Bakehouse Bond is classified as debt investment at fair value through profit or loss. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Financial Instruments Derivative financial instruments and hedging The Trust uses derivative financial instruments such as interest rate swaps to hedge its risks associated with interest rates. Such derivative financial instruments are initially recognised at fair value on the date the derivative contract is entered into and are subsequently remeasured to fair value. Derivatives are carried as assets when their fair value is positive and as liabilities when their fair value is negative. The fair values of interest rate swaps are determined by reference to market values for similar instruments. Any gains or losses arising from changes in the fair value of derivatives are taken directly to profit or loss for the year. Non-derivative financial instruments Non-derivative financial instruments comprise investments in equity and debt instruments, trade and other receivables, cash and cash equivalents, loans and borrowings, and trade and other payables. Non-derivative financial instruments are recognised at fair value plus, for instruments not at fair value through profit or loss, any directly attributable transaction costs. Subsequent to initial recognition non- derivative financial instruments are measured as described below. Recognition A financial instrument is recognised if the Trust becomes a party to the contractual provisions of the instrument. Financial assets are recognised if the Trust’s contractual rights to the cash flow from the financial assets expire or if the Trust transfers the financial assets to another party without retaining control or substantially all risks and rewards of the asset. Purchases and sales of financial assets are accounted for at trade date, i.e. the date that the Trust commits itself to purchase or sell the asset. Financial liabilities are derecognised if the Trust’s obligations specified in the contract expire or are discharged or cancelled. Loans and receivables Loans and receivables including loans to related entities and to key management personnel are non- derivative financial assets with fixed or determinable payments that are not quoted in an active market and are stated at amortised cost using the effective interest rate method. Gains and losses are recognised in profit and loss when the loans and receivables are derecognised or impaired, as well as through the amortisation process. Available-for-sale financial assets Up until 31 December 2012 the Trust’s investments in related party unlisted unit trusts were classified as available-for-sale financial assets. Subsequent to initial recognition, they were measured at fair value. Unrealised gains and losses arising from changes in fair value were recognised in other comprehensive income and accumulated in equity, with the exception of impairment losses, interest calculated using the effective interest method, and foreign exchange gains and losses on monetary assets, which were recognised in profit or loss. Where the investment was disposed of or was determined to be impaired, the cumulative gain or loss previously accumulated in the investments revaluation reserve was reclassified to profit or loss. 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Fair value The fair values of investments that are actively traded in organised financial markets are determined by reference to quoted market bid prices at the close of business on the balance date. For investments in related party unlisted unit trusts, fair values are determined by reference to published unit prices of these investments which are based on the net tangible assets of each of the investments. Impairment At each reporting date, the Trust assesses whether there is objective evidence that a financial instrument has been impaired. A financial instrument 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. In the case of available-for-sale financial instruments, a prolonged decline in the value of the instrument is considered to determine whether an impairment has arisen. An impairment loss in respect of a financial instrument 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. An impairment loss in respect of an available-for-sale financial asset is calculated by reference to its fair value. Individually significant financial instruments are tested for impairment on an individual basis. The remaining financial assets are assessed collectively in groups that share similar credit risk characteristics. Impairment losses are recognised in the statement of profit or loss and other comprehensive income. An impairment loss is reversed if the reversal can be related objectively to an event occurring after the impairment loss was recognised. For financial instruments measured at amortised cost, the reversal is recognised in profit and loss. Financial liabilities Non-derivative financial liabilities are recognised at amortised cost, comprising original debt less principal payments and unrealised movements. Classification – from 1 January 2013 From 1 January 2013 the Trust classifies its financial assets in the following measurement categories: those to be measured subsequently at fair value and those to be measured at amortised cost. The classification depends on the Trust’s business model for managing the financial assets and the contractual terms of the cash flows. (i) Debt investments – at fair value through profit or loss The Bakehouse Bond is classified as debt investment at fair value through profit or loss. 30 31 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 31 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) (ii) Equity investments Financial Instruments (continued) All equity investments are measured at fair value. Equity investments that are held for trading are measured at fair value through profit or loss. The adoption of the revised AASB 9 did not affect the Trust’s accounting for its financial liabilities, as the new requirements only affect the accounting for financial liabilities that are designated at fair value through Measurement – from 1 January 2013 At initial recognition, the Trust measures a financial asset at its fair value. Transaction costs of financial assets carried at fair value through profit or loss are expensed in profit or loss. statements are as follows: profit or loss. The Trust does not have any such liabilities. The impact of these changes in the Trust’s accounting policy on non-current assets in the financial A gain or loss on a debt investment that is subsequently measured at fair value and is not part of a hedging relationship is recognised in profit or loss and presented net in the profit or loss within other income or other expenses in the period in which it arises. The Trust subsequently measures all equity investments at fair value. Changes in the fair value of financial assets at fair value through profit or loss are recognised in profit or loss as applicable. Change in accounting policy The policies were changed to comply with AASB 9 Financial Instruments, AASB 2009-11 Amendments to Australian Accounting Standards arising from AASB 9 and AASB 2012-6 Amendments to Australian Accounting Standards – Mandatory Effective Date of AASB 9 and Transition Disclosures. This version of AASB 9 replaces the provisions of AASB 139 that relate to the recognition, classification and measurement of financial assets and financial liabilities and the derecognition of financial instruments. It requires financial assets to be classified into two measurement categories: those measured as at fair value and those measured at amortised cost. The determination is made at initial recognition. The classification depends on the entity’s business model for managing its financial instruments and the contractual cash flow characteristics of the instrument. While AASB 9 does not need to be applied until financial reporting periods commencing on or after 1 January 2015, the Group has decided to adopt it early from 1 January 2013. On that date, the Trust’s management has assessed which business models apply to the financial assets held by the Trust at the date of initial application of AASB 9 (1 January 2013). The main effects resulting from this assessment were: (cid:120) (cid:120) All equity and debt investments ($36,633,000 as at 1 January 2013) had to be reclassified from(cid:3) available-for-sale to financial assets at fair value through profit or loss (“financial assets at FVTPL”).(cid:3) Fair value movements on these investments can no longer be recorded through other comprehensive(cid:3) income (OCI). They also do not meet the criteria to be classified as at amortised cost in accordance(cid:3) with AASB 9, because the objective of the business model is not to hold these instruments in order to(cid:3) collect their contractual cash flows. Related fair value losses of $686,000 were transferred from the(cid:3) available-for-sale financial assets reserve to retained earnings/(accumulated losses) on 1 January(cid:3) 2013. Since 1 January 2013, fair value gains after tax related to these investments amounting to $599,000 were recognised in profit or loss. The Trust did not have any financial assets in the balance sheet that were previously designated as fair value through profit or loss but are no longer so designated. Neither did it designate any other financial asset at fair value through profit or loss on initial application of AASB 9. Current year impact $’000 Prior year restatement $’000 December Reclassification 2012 Increase/ (Decrease) June 2013 June 2012 Reclassification June 2012 (Restated) Balance sheet (extract) Non-current Assets Financial Assets at FVTPL (*) Available-for-sale Financial Assets Reserves Retained Earnings/(Accumulated Loss) (**) 2,131 36,633 38,764 (686) (57,742) (58,428) 36,633 (36,633) - - 686 (686) - - - (441) 38,323 (441) 38,323 - - - - 2,445 2,445 (55,983) (55,983) (249) (60,133) (60,382) - - - - 249 (249) - - - - (60,382) (60,382) * Decrease in financial assets at FVTPL includes fair value gain of $333,000 less disposal of $774,000. ** Increase in retained earnings includes earnings of $2,445,000 since December 2012. Investment Properties Investment properties are measured initially at cost, including transaction costs. The carrying amount includes the cost of replacing part of an existing investment property at the time that cost is incurred if the recognition criteria are met and excludes the costs of day-to-day servicing of an investment property. Subsequent to initial recognition, investment properties are stated at fair value, which is based on active market prices, adjusted if necessary, for any difference in the nature, location or condition of the specific asset at the balance sheet date. Gains or losses arising from changes in the fair values of investment properties are recognised in profit or loss in the year in which they arise. Included in the value measurement are adjustments for straightlining of lease income. Cash and Cash Equivalents Trade and Other Receivables Cash and cash equivalents include cash on hand, deposits held at call with banks, other short term highly liquid investments with original maturities of three months or less, and bank overdrafts. Trade receivables are recognised and carried at original invoice amount less a provision for any uncollectable debts. An estimate for doubtful debts is made when there is objective evidence that the Trust will not be able to collect the receivable. Financial difficulties of the debtor and default payments are considered objective evidence of impairment. Bad debts are written off when identified as uncollectable. 32 33 32 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 All equity investments are measured at fair value. Equity investments that are held for trading are measured at fair value through profit or loss. Measurement – from 1 January 2013 At initial recognition, the Trust measures a financial asset at its fair value. Transaction costs of financial assets carried at fair value through profit or loss are expensed in profit or loss. A gain or loss on a debt investment that is subsequently measured at fair value and is not part of a hedging relationship is recognised in profit or loss and presented net in the profit or loss within other income or other expenses in the period in which it arises. The Trust subsequently measures all equity investments at fair value. Changes in the fair value of financial assets at fair value through profit or loss are recognised in profit or loss as applicable. Change in accounting policy The policies were changed to comply with AASB 9 Financial Instruments, AASB 2009-11 Amendments to Australian Accounting Standards arising from AASB 9 and AASB 2012-6 Amendments to Australian Accounting Standards – Mandatory Effective Date of AASB 9 and Transition Disclosures. This version of AASB 9 replaces the provisions of AASB 139 that relate to the recognition, classification and measurement of financial assets and financial liabilities and the derecognition of financial instruments. It requires financial assets to be classified into two measurement categories: those measured as at fair value and those measured at amortised cost. The determination is made at initial recognition. The classification depends on the entity’s business model for managing its financial instruments and the contractual cash flow characteristics of the instrument. While AASB 9 does not need to be applied until financial reporting periods commencing on or after 1 January 2015, the Group has decided to adopt it early from 1 January 2013. On that date, the Trust’s management has assessed which business models apply to the financial assets held by the Trust at the date of initial application of AASB 9 (1 January 2013). The main effects resulting from this assessment were: (cid:120) All equity and debt investments ($36,633,000 as at 1 January 2013) had to be reclassified from(cid:3) available-for-sale to financial assets at fair value through profit or loss (“financial assets at FVTPL”).(cid:3) Fair value movements on these investments can no longer be recorded through other comprehensive(cid:3) income (OCI). They also do not meet the criteria to be classified as at amortised cost in accordance(cid:3) with AASB 9, because the objective of the business model is not to hold these instruments in order to(cid:3) collect their contractual cash flows. Related fair value losses of $686,000 were transferred from the(cid:3) available-for-sale financial assets reserve to retained earnings/(accumulated losses) on 1 January(cid:3) 2013. Since 1 January 2013, fair value gains after tax related to these investments amounting to $599,000 were recognised in profit or loss. (cid:120) The Trust did not have any financial assets in the balance sheet that were previously designated as fair value through profit or loss but are no longer so designated. Neither did it designate any other financial asset at fair value through profit or loss on initial application of AASB 9. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) (ii) Equity investments Financial Instruments (continued) The adoption of the revised AASB 9 did not affect the Trust’s accounting for its financial liabilities, as the new requirements only affect the accounting for financial liabilities that are designated at fair value through profit or loss. The Trust does not have any such liabilities. The impact of these changes in the Trust’s accounting policy on non-current assets in the financial statements are as follows: Current year impact $’000 December 2012 Reclassification Increase/ (Decrease) June 2013 June 2012 Prior year restatement $’000 Reclassification June 2012 (Restated) Balance sheet (extract) Non-current Assets Financial Assets at FVTPL (*) Available-for-sale Financial Assets Reserves Retained Earnings/(Accumulated Loss) (**) 2,131 36,633 38,764 (686) (57,742) (58,428) 36,633 (36,633) - 686 (686) - (441) - (441) - 2,445 2,445 38,323 - 38,323 - - - - (55,983) (55,983) (249) (60,133) (60,382) - - - 249 (249) - - - - - (60,382) (60,382) * Decrease in financial assets at FVTPL includes fair value gain of $333,000 less disposal of $774,000. ** Increase in retained earnings includes earnings of $2,445,000 since December 2012. Investment Properties Investment properties are measured initially at cost, including transaction costs. The carrying amount includes the cost of replacing part of an existing investment property at the time that cost is incurred if the recognition criteria are met and excludes the costs of day-to-day servicing of an investment property. Subsequent to initial recognition, investment properties are stated at fair value, which is based on active market prices, adjusted if necessary, for any difference in the nature, location or condition of the specific asset at the balance sheet date. Gains or losses arising from changes in the fair values of investment properties are recognised in profit or loss in the year in which they arise. Included in the value measurement are adjustments for straightlining of lease income. Cash and Cash Equivalents Cash and cash equivalents include cash on hand, deposits held at call with banks, other short term highly liquid investments with original maturities of three months or less, and bank overdrafts. Trade and Other Receivables Trade receivables are recognised and carried at original invoice amount less a provision for any uncollectable debts. An estimate for doubtful debts is made when there is objective evidence that the Trust will not be able to collect the receivable. Financial difficulties of the debtor and default payments are considered objective evidence of impairment. Bad debts are written off when identified as uncollectable. 32 33 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 33 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) Trade and Other Payables New Accounting Standards and Interpretations Liabilities for trade creditors are carried at cost which is the fair value of the consideration to be paid in the future for goods or services received, whether or not billed to the Trust at balance date. The amounts are unsecured and are usually paid within 30 days of recognition. Interest Bearing Borrowings Interest bearing borrowings are initially recognised at fair value less any related transaction costs. Subsequent to initial recognition, interest bearing borrowings are stated at amortised cost. Provisions Provisions are recognised when the Trust has a legal or constructive obligation, as a result of past events, for which it is probable that an outflow of economic benefits will result and that outflow can be reliably measured. Revenue Rent Rent comprises rental and recovery of outgoings from property tenants. Rental income from investment properties is accounted for on a straight-line basis over the lease term. Lease incentives granted are recognised as an integral part of total rental income. Investment income Interest income is recognised as interest accrues using the effective interest method. Dividend and distribution revenue is recognised when the right to receive income has been established. All revenue is stated net of the amount of goods and services tax (GST). Income Tax Under current income tax legislation the Trust is not liable to Australian income tax provided the unitholders are presently entitled to the taxable income of the Trust. The Trust has carried forward income tax losses and net capital losses of $16.27 million and $14.29 million respectively from June 2012. Goods and Services Tax (GST) Revenues, expenses and assets are recognised net of the amount of GST, except where the amount of GST incurred is not recoverable from the Australian Taxation Office. In these circumstances the GST is recognised as part of the cost of acquisition of the asset or as part of an item of the expense. Receivables and payables in the balance sheet are shown inclusive of GST. Cash flows are presented in the cash flow statement on a gross basis, except for the GST component of investing and financing activities, which are disclosed as operating cash flows. Earnings / (Loss) Per Unit (EPU) The Trust presents basic and diluted EPU. Basic EPU is calculated by dividing the profit or loss attributable to ordinary unitholders of the Trust by the weighted average number of units outstanding during the period. Diluted EPU is determined by adjusting the profit or loss attributable to ordinary unitholders and the weighted average number of units outstanding for the effects of all dilutive potential units. Certain new accounting standards and interpretations have been published that are not mandatory for 30 June 2013 reporting periods. The Trust’s assessment of the impact of these new standards and interpretations is set out below. (i) AASB 10 Consolidated Financial Statements, AASB 11 Joint Arrangements, AASB 12 Disclosure of Interests in Other Entities, revised AASB 127 Separate Financial Statements and AASB 128 Investments in Associates and Joint Ventures and AASB 2011-7 Amendments to Australian Accounting Standards arising from the Consolidation and Joint Arrangements Standards (effective 1 January 2013) In August 2011, the AASB issued a suite of five new and amended standards which address the accounting for joint arrangements, consolidated financial statements and associated disclosures. AASB 10 replaces all of the guidance on control and consolidation in AASB 127 Consolidated and Separate Financial Statements, and Interpretation 12 Consolidation – Special Purpose Entities. The core principle that a consolidated entity presents a parent and its subsidiaries as if they are a single economic entity remains unchanged, as do the mechanics of consolidation. However, the standard introduces a single definition of control that applies to all entities. It focuses on the need to have both power and rights or exposure to variable returns. Power is the current ability to direct the activities that significantly influence returns. Returns must vary and can be positive, negative or both. Control exists when the investor can use its power to affect the amount of its returns. There is also new guidance on participating and protective rights and on agent/principal relationships. While the Trust does not expect the new standard to have a significant impact on its composition, it has yet to perform a detailed analysis of the new guidance in the context of its various investees that may or may not be controlled under the new rules. AASB 11 introduces a principles based approach to accounting for joint arrangements. The Trust is not affected by this standard as it does not have any joint arrangements. AASB 12 sets out the required disclosures for entities reporting under the two new standards, AASB 10 and AASB 11, and replaces the disclosure requirements currently found in AASB 127 and AASB 128. Application of this standard by the Trust will not affect any of the amounts recognised in the financial statements, but will impact the type of information disclosed in relation to the Trust’s investments. The Trust is not affected by these amendments. The Trust does not expect to adopt the new standards before their operative date. They would therefore be first applied in the financial statements for the annual reporting period ending 30 June 2014. (ii) AASB 13 Fair Value Measurement and AASB 2011-8 Amendments to Australian Accounting Standards arising from AASB 13 (effective 1 January 2013) AASB 13 was released in September 2011. It explains how to measure fair value and aims to enhance fair value disclosures. The Trust has yet to determine which, if any, of its current measurement techniques will have to change as a result of the new guidance. It is therefore not possible to state the impact, if any, of the new rules on any of the amounts recognised in the financial statements. However, application of the new standard will impact the type of information disclosed in the notes to the financial statements. The Trust does not intend to adopt the new standard before its operative date, which means that it would be first applied in the annual reporting period ending 30 June 2014. There are no other standards that are not yet effective and that are expected to have a material impact on the entity in the current or future reporting periods and on foreseeable future transactions. 34 35 34 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 1. Statement of Significant Accounting Policies (continued) 1. Statement of Significant Accounting Policies (continued) Trade and Other Payables New Accounting Standards and Interpretations Liabilities for trade creditors are carried at cost which is the fair value of the consideration to be paid in the future for goods or services received, whether or not billed to the Trust at balance date. The amounts are unsecured and are usually paid within 30 days of recognition. Interest Bearing Borrowings Interest bearing borrowings are initially recognised at fair value less any related transaction costs. Subsequent to initial recognition, interest bearing borrowings are stated at amortised cost. Provisions are recognised when the Trust has a legal or constructive obligation, as a result of past events, for which it is probable that an outflow of economic benefits will result and that outflow can be reliably Provisions measured. Revenue Rent Investment income Income Tax Rent comprises rental and recovery of outgoings from property tenants. Rental income from investment properties is accounted for on a straight-line basis over the lease term. Lease incentives granted are recognised as an integral part of total rental income. Interest income is recognised as interest accrues using the effective interest method. Dividend and distribution revenue is recognised when the right to receive income has been established. All revenue is stated net of the amount of goods and services tax (GST). Under current income tax legislation the Trust is not liable to Australian income tax provided the unitholders are presently entitled to the taxable income of the Trust. The Trust has carried forward income tax losses and net capital losses of $16.27 million and $14.29 million respectively from June 2012. Goods and Services Tax (GST) Revenues, expenses and assets are recognised net of the amount of GST, except where the amount of GST incurred is not recoverable from the Australian Taxation Office. In these circumstances the GST is recognised as part of the cost of acquisition of the asset or as part of an item of the expense. Receivables and payables in the balance sheet are shown inclusive of GST. Cash flows are presented in the cash flow statement on a gross basis, except for the GST component of investing and financing activities, which are disclosed as operating cash flows. Earnings / (Loss) Per Unit (EPU) The Trust presents basic and diluted EPU. Basic EPU is calculated by dividing the profit or loss attributable to ordinary unitholders of the Trust by the weighted average number of units outstanding during the period. Diluted EPU is determined by adjusting the profit or loss attributable to ordinary unitholders and the weighted average number of units outstanding for the effects of all dilutive potential units. Certain new accounting standards and interpretations have been published that are not mandatory for 30 June 2013 reporting periods. The Trust’s assessment of the impact of these new standards and interpretations is set out below. (i) AASB 10 Consolidated Financial Statements, AASB 11 Joint Arrangements, AASB 12 Disclosure of Interests in Other Entities, revised AASB 127 Separate Financial Statements and AASB 128 Investments in Associates and Joint Ventures and AASB 2011-7 Amendments to Australian Accounting Standards arising from the Consolidation and Joint Arrangements Standards (effective 1 January 2013) In August 2011, the AASB issued a suite of five new and amended standards which address the accounting for joint arrangements, consolidated financial statements and associated disclosures. AASB 10 replaces all of the guidance on control and consolidation in AASB 127 Consolidated and Separate Financial Statements, and Interpretation 12 Consolidation – Special Purpose Entities. The core principle that a consolidated entity presents a parent and its subsidiaries as if they are a single economic entity remains unchanged, as do the mechanics of consolidation. However, the standard introduces a single definition of control that applies to all entities. It focuses on the need to have both power and rights or exposure to variable returns. Power is the current ability to direct the activities that significantly influence returns. Returns must vary and can be positive, negative or both. Control exists when the investor can use its power to affect the amount of its returns. There is also new guidance on participating and protective rights and on agent/principal relationships. While the Trust does not expect the new standard to have a significant impact on its composition, it has yet to perform a detailed analysis of the new guidance in the context of its various investees that may or may not be controlled under the new rules. AASB 11 introduces a principles based approach to accounting for joint arrangements. The Trust is not affected by this standard as it does not have any joint arrangements. AASB 12 sets out the required disclosures for entities reporting under the two new standards, AASB 10 and AASB 11, and replaces the disclosure requirements currently found in AASB 127 and AASB 128. Application of this standard by the Trust will not affect any of the amounts recognised in the financial statements, but will impact the type of information disclosed in relation to the Trust’s investments. The Trust is not affected by these amendments. The Trust does not expect to adopt the new standards before their operative date. They would therefore be first applied in the financial statements for the annual reporting period ending 30 June 2014. (ii) AASB 13 Fair Value Measurement and AASB 2011-8 Amendments to Australian Accounting Standards arising from AASB 13 (effective 1 January 2013) AASB 13 was released in September 2011. It explains how to measure fair value and aims to enhance fair value disclosures. The Trust has yet to determine which, if any, of its current measurement techniques will have to change as a result of the new guidance. It is therefore not possible to state the impact, if any, of the new rules on any of the amounts recognised in the financial statements. However, application of the new standard will impact the type of information disclosed in the notes to the financial statements. The Trust does not intend to adopt the new standard before its operative date, which means that it would be first applied in the annual reporting period ending 30 June 2014. There are no other standards that are not yet effective and that are expected to have a material impact on the entity in the current or future reporting periods and on foreseeable future transactions. 34 35 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 35 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 2. Critical Accounting Estimates and Judgments The Directors of the Responsible Entity evaluate estimates and judgments incorporated into the financial statements based on historical knowledge and best available current information. Estimates assume a reasonable expectation of future events and are based on current trends and economic data, obtained both externally and within the Trust. Key estimates – impairment The Trust assesses impairment at each reporting date by evaluating conditions specific to the Trust that may lead to impairment of assets. Refer to Note 7 for impairment details. Key estimates – financial assets Up to 31 December 2012, investments in unlisted securities (except for investments in BlackWall Pub Group) and debt instruments have been classified as available-for-sale financial assets and movements in fair value are recognised directly in the asset revaluation reserve. Changes in fair value of investments in BlackWall Pub Group are recognised directly in the profit and loss. From 1 January 2013, all investments have been classified as financial assets at FVTPL with gains and losses recognised in profit or loss. The fair value of the unlisted securities is determined by reference to the net assets of the underlying entities. The fair value of the listed securities is based on the closing price from the Australian Securities Exchange as at the reporting date. The fair value of the Bakehouse Bonds is measured by its face value adjusted for CPI movements. Key estimates – fair values of investment properties The Trust carries its investment properties at fair value with changes in the fair values recognised in profit or loss. It obtains independent valuations every three to five years. At the end of each reporting period, the Directors of the Responsible Entity update their assessment of the fair value of each property, taking into account the most recent independent valuations. The key assumptions used in this determination are set out in Note 10. If there are any material change in the key assumptions due to changes in economic conditions, the fair value of the investment properties may differ and may need to be re-estimated. 3. Segment Information AASB 8 requires operating segments to be identified on the basis of internal reports about components of the Trust that are regularly reviewed by the chief operating decision maker in order to allocate resources to the segment and to assess its performance. The Trust’s primary format for segment reporting is based on business segments. The business segments are determined based on the Trust management and internal reporting structure. There is only one geographical segment being Australia. Segment results, assets and liabilities include items directly attributable to a segment as well as those that can be allocated on a reasonable basis. The operating businesses are organised and managed separately according to the nature of the products and services provided, with each segment representing a strategic business unit that offers different products and serves different markets. The Trust has adopted three reporting segments, Direct Property, Other Investments and Unallocated. The Direct Property segment includes the ownership and leasing out of commercial, industrial and retail properties in Australian Capital Territory, New South Wales and Queensland. Income is derived from rent and property revaluations. The Other Investments segment includes interests in debt instruments and property related securities such as units in unlisted unit trusts. It generates income from dividends, distributions, and interest. The Unallocated segment covers general functions. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 3. Segment Information (continued) The segment information for the year ended 30 June is as follows: 30 June 2013 Sales to external customers Net unrealised gain on revaluation Total segment revenue Segment operating profit Finance costs Litigation expenses Other comprehensive loss Total comprehensive income/(loss) 30 June 2012 Sales to external customers Net unrealised gain/(loss) on revaluation Total segment revenue Segment operating profit Finance costs Litigation expenses Other comprehensive loss Total comprehensive income/(loss) 30 June 2013 Segment assets Segment liabilities 30 June 2012 Segment assets Segment liabilities Direct Other Consolidated Property Investments Unallocated $’000 $’000 $’000 Direct Other Property Investments Unallocated $’000 $’000 $’000 Consolidated Total $’000 10,229 2,249 12,478 7,060 (3,863) - - 3,197 10,298 4,202 14,500 8,377 (4,783) - - 3,594 2,023 1,362 3,385 3,083 - - (437) 2,646 2,523 (1,605) 918 599 - - (602) (3) (1,444) (1,444) (19,719) (19,719) - - - - - - - - - - - - - - Total $’000 12,252 3,611 15,863 10,143 (3,863) (1,444) (437) 4,399 12,821 2,597 15,418 8,976 (4,783) (19,719) (602) (16,128) 120,729 (70,754) 121,852 (76,276) 81,945 (50,946) 38,784 (108) (19,700) 82,906 (57,077) 38,946 (199) (19,000) 36 37 36 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 2. Critical Accounting Estimates and Judgments The Directors of the Responsible Entity evaluate estimates and judgments incorporated into the financial statements based on historical knowledge and best available current information. Estimates assume a reasonable expectation of future events and are based on current trends and economic data, obtained both externally and within the Trust. Key estimates – impairment The Trust assesses impairment at each reporting date by evaluating conditions specific to the Trust that may lead to impairment of assets. Refer to Note 7 for impairment details. Key estimates – financial assets Up to 31 December 2012, investments in unlisted securities (except for investments in BlackWall Pub Group) and debt instruments have been classified as available-for-sale financial assets and movements in fair value are recognised directly in the asset revaluation reserve. Changes in fair value of investments in BlackWall Pub Group are recognised directly in the profit and loss. From 1 January 2013, all investments have been classified as financial assets at FVTPL with gains and losses recognised in profit or loss. The fair value of the unlisted securities is determined by reference to the net assets of the underlying entities. The fair value of the listed securities is based on the closing price from the Australian Securities Exchange as at the reporting date. The fair value of the Bakehouse Bonds is measured by its face value adjusted for CPI movements. Key estimates – fair values of investment properties The Trust carries its investment properties at fair value with changes in the fair values recognised in profit or loss. It obtains independent valuations every three to five years. At the end of each reporting period, the Directors of the Responsible Entity update their assessment of the fair value of each property, taking into account the most recent independent valuations. The key assumptions used in this determination are set out in Note 10. If there are any material change in the key assumptions due to changes in economic conditions, the fair value of the investment properties may differ and may need to be re-estimated. AASB 8 requires operating segments to be identified on the basis of internal reports about components of the Trust that are regularly reviewed by the chief operating decision maker in order to allocate resources to the segment and to assess its performance. The Trust’s primary format for segment reporting is based on business segments. The business segments are determined based on the Trust management and internal reporting structure. There is only one geographical segment being Australia. Segment results, assets and liabilities include items directly attributable to a segment as well as those that can be allocated on a reasonable basis. The operating businesses are organised and managed separately according to the nature of the products and services provided, with each segment representing a strategic business unit that offers different products and serves different markets. The Trust has adopted three reporting segments, Direct Property, Other Investments and Unallocated. The Direct Property segment includes the ownership and leasing out of commercial, industrial and retail properties in Australian Capital Territory, New South Wales and Queensland. Income is derived from rent and property revaluations. The Other Investments segment includes interests in debt instruments and property related securities such as units in unlisted unit trusts. It generates income from dividends, distributions, and interest. The Unallocated segment covers general functions. 3. Segment Information P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 3. Segment Information (continued) The segment information for the year ended 30 June is as follows: 30 June 2013 Sales to external customers Net unrealised gain on revaluation Total segment revenue Segment operating profit Finance costs Litigation expenses Other comprehensive loss Total comprehensive income/(loss) 30 June 2012 Sales to external customers Net unrealised gain/(loss) on revaluation Total segment revenue Segment operating profit Finance costs Litigation expenses Other comprehensive loss Total comprehensive income/(loss) 30 June 2013 Segment assets Segment liabilities 30 June 2012 Segment assets Segment liabilities Direct Property $’000 Other Investments $’000 Unallocated $’000 Consolidated Total $’000 10,229 2,249 12,478 7,060 (3,863) - - 3,197 2,023 1,362 3,385 3,083 - - (437) 2,646 - - - - - (1,444) - (1,444) 12,252 3,611 15,863 10,143 (3,863) (1,444) (437) 4,399 Direct Property $’000 Other Investments $’000 Unallocated $’000 Consolidated Total $’000 10,298 4,202 14,500 8,377 (4,783) - - 3,594 2,523 (1,605) 918 599 - - (602) (3) - - - - - (19,719) - (19,719) 12,821 2,597 15,418 8,976 (4,783) (19,719) (602) (16,128) 81,945 (50,946) 38,784 (108) - (19,700) 120,729 (70,754) 82,906 (57,077) 38,946 (199) - (19,000) 121,852 (76,276) 36 37 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 37 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 4. Revenue 4(a) Revenue Rent: - Rental income - Straight-line rental income Investment income: - Dividends and distributions - Interest income Other income Net unrealised gain / (loss) on: - Investment properties - Financial assets through profit and loss - Interest rates swaps - Impairment of trade receivables and other assets Net unrealised gain / (loss) Total revenue 4(b) Net unrealised gain / (loss) on financial assets Note 4(b) 2013 $’000 9,707 503 10,210 2,023 19 2,042 - 1,873 1,362 376 - 3,611 15,863 2012 $’000 9,722 539 10,261 2,226 37 2,263 297 5,153 (1,605) (940) (11) 2,597 15,418 As a result of early adoption of AASB 9 at 1 January 2013, unrealised movements on revaluation of financial assets have now been recognised in profit or loss instead of other comprehensive income. See Note 1 for details of change of accounting policies. Total unrealised gain / (loss) on financial assets are as follows: Unrealised gain / (loss) recognised in profit or loss Unrealised loss recognised in other comprehensive income Total unrealised gain / (loss) on financial assets 5. Expenses Depreciation expenses Adminstration expenses: - Responsible entity fees - Fund management expenses Finance costs Litigation expenses 6. Current Assets - Cash and Cash Equivalents Cash at bank Cash on deposit Total cash and cash equivalents Note 15 Cash at bank earns interest at floating rates based on daily bank deposit rates. 2013 $’000 1,362 (437) 925 2013 $’000 2,403 794 233 1,027 3,863 1,444 2013 $’000 39 - 39 2012 $’000 (1,605) (602) (2,207) 2012 $’000 2,759 791 262 1,053 4,783 19,719 2012 $’000 706 600 1,306 38 38 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 7. Current Assets - Trade and Other Receivables Trade and other receivables, net of impairment: - Related parties - Other parties Total Trade and Other Receivables 8. Current Assets - Other Assets Prepayments Total other assets 9. Non-current Assets - Financial Assets No receivables were impaired as at 30 June 2013 (2012: $11,000). Further information relating to receivables from related parties is set out in Note 24. Financial assets at fair value through profit or loss Available-for-sale financial assets Total financial assets Note 9(a) 9(a) As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale assets were reclassified as financial assets at FVTPL. See Note 1 for details of change of accounting policies. (a) Financial assets at FVTPL / Available-for-sale financial assets Financial assets at FVTPL 2013 $’000 31,089 4,424 2,810 38,323 2012 $’000 917 - - 917 Available-for- sale financial assets 2012 $’000 30,353 1,225 5,873 37,451 Bakehouse Bonds Investment in unlisted related entities Investment in unlisted other entities Total financial assets The Bakehouse Bonds are CPI linked debt instruments secured against a large scale mixed use property known as the Bakehouse Quarter in North Strathfield, Sydney. The Bonds’ face value of $30 million is indexed to CPI and the current value at 30 June 2013 is $31.09 million. The Bonds will mature on 30 June 2020. In addition, a coupon of 5.5% per annum is paid quarterly in arrears. All other assets are investments in various managed investment schemes. 2013 $’000 409 203 612 2013 $’000 405 405 2013 $’000 38,323 - 38,323 2012 $’000 413 42 455 2012 $’000 373 373 2012 $’000 917 37,451 38,368 39 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 4. Revenue 4(a) Revenue Rent: - Rental income - Straight-line rental income Investment income: - Dividends and distributions - Interest income Other income Net unrealised gain / (loss) on: - Investment properties Note Note 15 2013 $’000 9,707 503 10,210 2,023 19 2,042 - 1,873 1,362 376 - 3,611 15,863 2013 $’000 1,362 (437) 925 2013 $’000 2,403 794 233 1,027 3,863 1,444 2013 $’000 39 - 39 2012 $’000 9,722 539 10,261 2,226 37 2,263 297 5,153 (1,605) (940) (11) 2,597 15,418 2012 $’000 (1,605) (602) (2,207) 2012 $’000 2,759 791 262 1,053 4,783 19,719 2012 $’000 706 600 1,306 38 - Financial assets through profit and loss 4(b) - Interest rates swaps - Impairment of trade receivables and other assets Net unrealised gain / (loss) Total revenue 4(b) Net unrealised gain / (loss) on financial assets As a result of early adoption of AASB 9 at 1 January 2013, unrealised movements on revaluation of financial assets have now been recognised in profit or loss instead of other comprehensive income. See Note 1 for details of change of accounting policies. Total unrealised gain / (loss) on financial assets are as follows: Unrealised gain / (loss) recognised in profit or loss Unrealised loss recognised in other comprehensive income Total unrealised gain / (loss) on financial assets 5. Expenses Depreciation expenses Adminstration expenses: - Responsible entity fees - Fund management expenses Finance costs Litigation expenses Cash at bank Cash on deposit Total cash and cash equivalents 6. Current Assets - Cash and Cash Equivalents Cash at bank earns interest at floating rates based on daily bank deposit rates. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 7. Current Assets - Trade and Other Receivables Trade and other receivables, net of impairment: - Related parties - Other parties Total Trade and Other Receivables 2013 $’000 409 203 612 2012 $’000 413 42 455 No receivables were impaired as at 30 June 2013 (2012: $11,000). Further information relating to receivables from related parties is set out in Note 24. 8. Current Assets - Other Assets Prepayments Total other assets 9. Non-current Assets - Financial Assets Financial assets at fair value through profit or loss Available-for-sale financial assets Total financial assets Note 9(a) 9(a) 2013 $’000 405 405 2013 $’000 38,323 - 38,323 2012 $’000 373 373 2012 $’000 917 37,451 38,368 As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale assets were reclassified as financial assets at FVTPL. See Note 1 for details of change of accounting policies. (a) Financial assets at FVTPL / Available-for-sale financial assets Bakehouse Bonds Investment in unlisted related entities Investment in unlisted other entities Total financial assets Financial assets at FVTPL 2012 $’000 2013 $’000 Available-for- sale financial assets 2012 $’000 31,089 4,424 2,810 38,323 - 917 - 917 30,353 1,225 5,873 37,451 The Bakehouse Bonds are CPI linked debt instruments secured against a large scale mixed use property known as the Bakehouse Quarter in North Strathfield, Sydney. The Bonds’ face value of $30 million is indexed to CPI and the current value at 30 June 2013 is $31.09 million. The Bonds will mature on 30 June 2020. In addition, a coupon of 5.5% per annum is paid quarterly in arrears. All other assets are investments in various managed investment schemes. 39 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 39 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 10. Non-current Assets - Investment Properties 11. Current Liabilities - Trade and Other Payables Chancellor Homemaker Centre Silver @ The Exchange APN Yandina BlueScope Coolum Canberra Eye Hospital APN Toowoomba Total investment properties Movements in investment properties: Balance at the beginning of the financial year Additions (subsequent expenditures) Straight-line rental income Depreciation Revaluation Balance at the end of the financial year 2013 $’000 20,400 18,250 24,100 4,700 7,900 6,000 81,350 81,350 27 503 (2,403) 1,873 81,350 2012 $’000 20,400 18,250 24,100 4,700 7,900 6,000 81,350 78,375 42 539 (2,759) 5,153 81,350 The Trust obtained independent valuations for its investment properties Silver @ The Exchange, APN Yandina and Canberra Eye Hospital in February 2012 and June 2010 for Chancellor Homemaker Centre, BlueScope Coolum and APN Toowoomba. The valuations were performed by registered independent valuers under the instructions from the Trust’s bank by reference to recent market sales of similar properties and common valuation methodologies including capitalisation of income projections and discounted cash flow projections. For the year ended June 2013, the Directors have updated their assessment of the fair value of all properties. The key assumptions of the Directors’ valuations have been taken from the last independent valuation reports with adjustments for changes in net income. The holding values generate the following capitalisation rates (initial yield): Chancellor Homemaker Silver @ The Exchange APN Yandina BlueScope Coolum Canberra Eye Hospital APN Toowoomba 9.7% 10.8% 9.6% 8.2% 8.9% 9.5% P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Trade payables: - Related parties - Other parties Sundry payables and accrued expenses Total trade and other payables 12. Current Liabilities - Other liabilities Rental income received in advance Total other liabilities 13. Current Liabilities - Borrowings Secured bank bill facilities Total borrowings 2013 $’000 48 543 591 210 801 2013 $’000 60 60 2012 $’000 81 401 482 43 525 2012 $’000 102 102 2013 $’000 49,500 49,500 2012 $’000 55,580 55,580 Further information relating to trade payables from related parties is set out in Note 24. The bill facilities are secured by registered first mortgages over the freehold land and buildings (refer to Note 11). During the financial year $6.08 million of debt has been repaid to the Trust’s lenders. In August 2013, the Trust repaid a further $1 million to reduce the debt to $48.5 million. The Trust borrowings of $49,500,000 (at 30 June, now $48,500,000) will mature in May 2014 and therefore is classified as a current liability. The facility is within its loan to value ratio covenant (direct property to debt – currently 60% (61% as at June 2013) against a covenant of 65%). The Trust’s debt facilities are on the following terms: (cid:120) Expiry in May 2014. (cid:120) Facilities incur an all up margin of 2.35%. $29 million of borrowings are hedged under interest rate swap contracts. Refer to Note 14 for further details. The average interest rate on the facility for the year was 6.56% (2012: 7.76%.) 40 41 40 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Chancellor Homemaker Centre Silver @ The Exchange APN Yandina BlueScope Coolum Canberra Eye Hospital APN Toowoomba Total investment properties Movements in investment properties: Balance at the beginning of the financial year Additions (subsequent expenditures) Straight-line rental income Depreciation Revaluation Balance at the end of the financial year 2013 $’000 20,400 18,250 24,100 4,700 7,900 6,000 81,350 81,350 27 503 (2,403) 1,873 81,350 2012 $’000 20,400 18,250 24,100 4,700 7,900 6,000 81,350 78,375 42 539 (2,759) 5,153 81,350 The Trust obtained independent valuations for its investment properties Silver @ The Exchange, APN Yandina and Canberra Eye Hospital in February 2012 and June 2010 for Chancellor Homemaker Centre, BlueScope Coolum and APN Toowoomba. The valuations were performed by registered independent valuers under the instructions from the Trust’s bank by reference to recent market sales of similar properties and common valuation methodologies including capitalisation of income projections and discounted cash flow projections. For the year ended June 2013, the Directors have updated their assessment of the fair value of all properties. The key assumptions of the Directors’ valuations have been taken from the last independent valuation reports with adjustments for changes in net income. The holding values generate the following capitalisation rates (initial yield): Chancellor Homemaker Silver @ The Exchange APN Yandina BlueScope Coolum Canberra Eye Hospital APN Toowoomba 9.7% 10.8% 9.6% 8.2% 8.9% 9.5% 10. Non-current Assets - Investment Properties 11. Current Liabilities - Trade and Other Payables P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Trade payables: - Related parties - Other parties Sundry payables and accrued expenses Total trade and other payables 2013 $’000 48 543 591 210 801 Further information relating to trade payables from related parties is set out in Note 24. 12. Current Liabilities - Other liabilities Rental income received in advance Total other liabilities 13. Current Liabilities - Borrowings Secured bank bill facilities Total borrowings 2013 $’000 60 60 2013 $’000 49,500 49,500 2012 $’000 81 401 482 43 525 2012 $’000 102 102 2012 $’000 55,580 55,580 The bill facilities are secured by registered first mortgages over the freehold land and buildings (refer to Note 11). During the financial year $6.08 million of debt has been repaid to the Trust’s lenders. In August 2013, the Trust repaid a further $1 million to reduce the debt to $48.5 million. The Trust borrowings of $49,500,000 (at 30 June, now $48,500,000) will mature in May 2014 and therefore is classified as a current liability. The facility is within its loan to value ratio covenant (direct property to debt – currently 60% (61% as at June 2013) against a covenant of 65%). The Trust’s debt facilities are on the following terms: (cid:120) Expiry in May 2014. (cid:120) Facilities incur an all up margin of 2.35%. $29 million of borrowings are hedged under interest rate swap contracts. Refer to Note 14 for further details. The average interest rate on the facility for the year was 6.56% (2012: 7.76%.) 40 41 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 41 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 14. Current Liabilities - Derivative Financial Instruments 19. Lease Commitments Receivable Interest rate swaps Total derivative financial instruments 2013 $’000 693 693 2012 $’000 1,069 1,069 The Trust is party to interest rate swaps in the normal course of business in order to hedge exposure to fluctuations in interest rate through $29 million of interest rate swap contracts. The gain or loss from remeasuring the interest rate swaps at fair value is recognised in profit or loss. The terms of the interest rate swaps are: (cid:120) (cid:120) (cid:120) $10 million swapped at 5.22% to 9 June 2014. $9 million swapped at 4.22% to 10 November 2014. $10 million swapped at 5.26% to 1 June 2014. 15. Current Liabilities - Provision Provision for litigation claim Total provision 2013 $’000 19,700 19,700 2012 $’000 19,000 19,000 TFML (as P-REIT’s Responsible Entity) is a defendant in a Supreme Court action initiated by MPS. The proceedings relate to a series of transactions entered into 2007, that is, before TFML became Responsible Entity of the Trust. On 10 August 2012 Judgment was entered against TFML for approximately $17.8 million including Judgment court interest (to the date of Judgment) but excluding costs. Further information on the Judgment can be found in the MPS Litigation section of the Directors’ Report. TFML’s appeal of this decision was heard in early April 2013 and the appeal decision is expected soon. A provision for Judgment amount of $19.7 million (including a plaintiff’s cost estimate and Judgment court interest of $1.9 million), is carried in these financial statements. 16. Distributions There were no distributions paid or declared for the year ended 30 June 2013 (2012: $nil). 17. Earnings / (Loss) Per Unit Basic and diluted earnings/(loss) per unit Calculated as follows: Profit /(loss) for the year Weighted average number of units for earnings per unit 18. Auditors’ Remuneration Remuneration of ESV (the auditor of the Trust) for: - auditing or reviewing the financial statements for the Trust - taxation and compliance services Total auditors’ remuneration 2013 $0.02 2012 ($0.07) $4,836,000 207,524,039 ($15,526,000) 207,524,039 2013 $’000 40 13 53 2012 $’000 51 19 70 42 42 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 Future minimum rental receivable under non-cancellable operating leases as at 30 June are as follows: There are no operating lease commitments payable or any other capital commitments as at 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 Lease commitments receivable: - receivable within 1 year - receivable within 2 – 5 years - receivable more than 5 years Total lease commitments receivable (2012: Nil). 20. Reconciliation of Operating Cash Flows Profit/(loss) for the year Non-cash flows in profit: - Unrealised gain on revaluation - Depreciation - Straight-line rental income - Loss on sale of financial assets - Litigation expenses Changes in assets and liabilities: Increase in trade and other receivables Increase in trade and other payables Increase /(decrease) in other liabilities Net cash flows from operating activities 21. Contingent Assets and Contingent Liabilities There are no other contingent liabilities or contingent assets as at 30 June 2013. 22. Subsequent Events In August 2013, $1 million of borrowings was repaid to the Trust’s lender (refer to Note 13). Other than the matters referred to in these financial statements, to the best knowledge of the Directors, there have been no other matters or circumstances that have arisen since the end of the year that have materially affected or may materially affect the Trust’s operations in future financial years, the results of those operations or the Trust’s state of affairs in future financial years. 2013 $’000 7,816 21,847 24,776 54,439 2013 $’000 4,836 (3,611) 2,403 (503) 103 700 (188) 246 (13) 3,973 2012 $’000 7,788 22,501 30,080 60,369 2012 $’000 (15,526) (2,597) 2,759 (539) 9 19,000 (295) 188 32 3,031 43 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 14. Current Liabilities - Derivative Financial Instruments 19. Lease Commitments Receivable Interest rate swaps Total derivative financial instruments 2013 $’000 693 693 2012 $’000 1,069 1,069 The Trust is party to interest rate swaps in the normal course of business in order to hedge exposure to fluctuations in interest rate through $29 million of interest rate swap contracts. The gain or loss from remeasuring the interest rate swaps at fair value is recognised in profit or loss. The terms of the interest rate swaps are: (cid:120) (cid:120) (cid:120) $10 million swapped at 5.22% to 9 June 2014. $9 million swapped at 4.22% to 10 November 2014. $10 million swapped at 5.26% to 1 June 2014. 15. Current Liabilities - Provision Provision for litigation claim Total provision 2013 $’000 19,700 19,700 2012 $’000 19,000 19,000 TFML (as P-REIT’s Responsible Entity) is a defendant in a Supreme Court action initiated by MPS. The proceedings relate to a series of transactions entered into 2007, that is, before TFML became Responsible Entity of the Trust. On 10 August 2012 Judgment was entered against TFML for approximately $17.8 million including Judgment court interest (to the date of Judgment) but excluding costs. Further information on the Judgment can be found in the MPS Litigation section of the Directors’ Report. TFML’s appeal of this decision was heard in early April 2013 and the appeal decision is expected soon. A provision for Judgment amount of $19.7 million (including a plaintiff’s cost estimate and Judgment court interest of $1.9 million), is carried in these financial statements. 16. Distributions 17. Earnings / (Loss) Per Unit Basic and diluted earnings/(loss) per unit Calculated as follows: Profit /(loss) for the year Weighted average number of units for earnings per unit $4,836,000 207,524,039 ($15,526,000) 207,524,039 18. Auditors’ Remuneration Remuneration of ESV (the auditor of the Trust) for: - auditing or reviewing the financial statements for the Trust - taxation and compliance services Total auditors’ remuneration 2013 $0.02 2013 $’000 40 13 53 2012 ($0.07) 2012 $’000 51 19 70 42 Future minimum rental receivable under non-cancellable operating leases as at 30 June are as follows: Lease commitments receivable: - receivable within 1 year - receivable within 2 – 5 years - receivable more than 5 years Total lease commitments receivable 2013 $’000 7,816 21,847 24,776 54,439 2012 $’000 7,788 22,501 30,080 60,369 There are no operating lease commitments payable or any other capital commitments as at 30 June 2013 (2012: Nil). 20. Reconciliation of Operating Cash Flows Profit/(loss) for the year Non-cash flows in profit: - Unrealised gain on revaluation - Depreciation - Straight-line rental income - Loss on sale of financial assets - Litigation expenses Changes in assets and liabilities: Increase in trade and other receivables Increase in trade and other payables Increase /(decrease) in other liabilities Net cash flows from operating activities 2013 $’000 4,836 (3,611) 2,403 (503) 103 700 (188) 246 (13) 3,973 2012 $’000 (15,526) (2,597) 2,759 (539) 9 19,000 (295) 188 32 3,031 There were no distributions paid or declared for the year ended 30 June 2013 (2012: $nil). 21. Contingent Assets and Contingent Liabilities There are no other contingent liabilities or contingent assets as at 30 June 2013. 22. Subsequent Events In August 2013, $1 million of borrowings was repaid to the Trust’s lender (refer to Note 13). Other than the matters referred to in these financial statements, to the best knowledge of the Directors, there have been no other matters or circumstances that have arisen since the end of the year that have materially affected or may materially affect the Trust’s operations in future financial years, the results of those operations or the Trust’s state of affairs in future financial years. 43 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 43 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 24. Related Party Transactions (continued) (c) Related Entity Transactions (continued) Income Other income Expenses reimbursements Architectural fees Remuneration paid to Responsible Entity / Investment Manager Property management, leasing fees, accounting fees, and expense Outstanding Balances with Related Parties Receivables from related parties - current Payables to related parties - current 25. Parent Entity Disclosures ended 30 June. Profit/(loss) for the year Other comprehensive loss Total comprehensive income/(loss) for the year Financial position: Current assets Non-current assets Total assets Current liabilities Total liabilities 2013 $’000 2012 $’000 1,114 1,297 - 794 319 1 409 48 297 790 497 10 413 81 2012 $’000 (15,526) (602) (16,128) 2,022 120,555 122,577 (75,681) (75,681) 46,896 2013 $’000 4,836 (437) 4,399 875 120,510 121,385 (70,090) (70,090) 51,295 The following summarises the financial information of the Trust’s parent entity, P-REIT, as at and for the year Other than as disclosed in Note 21, the parent entity had no contingencies at 30 June 2013 (2012: Nil). The parent entity has not entered into any capital commitments as at 30 June 2013 (2012: Nil). P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 23. Controlled Entities Name Country of incorporation Percentage Owned Parent entity: P-REIT Controlled entity of parent entity: Yandina Sub-trust Australia Australia 2013 100% 100% 2012 100% 100% 24. Related Party Transactions (a) Related Entities The Trust is managed by TFML Limited as Responsible Entity and investment manager. BlackWall Property Funds Limited is the ultimate parent of TFML Limited. The Directors of TFML Limited are key management personnel of the Trust. The names of persons holding position of Directors during the year until the signing of this report unless otherwise stated are Richard Hill , Joseph (Seph) Glew, Stuart Brown and Robin Tedder. (b) Interests in Related Parties As at year end the Trust owned units in the following funds. The funds and the Trust have a common Responsible Entity or Investment Manager (TFML Limited) or are related entities of TFML. Fund BlackWall Storage Fund BlackWall Pub Group BlackWall Penrith Fund No. 2 BQF Pelorus Private Equity WRV Unit Trust Unitholdings (units) 2013 - 26,640,640 1,050,000 331,029 6,289,511 175,000 2012 - 22,923,810 1,050,000 - - 175,000 34,486,180 24,148,810 Distribution Received ($’000) 2012 2013 26 - - - 85 92 - - - - 10 1 121 93 The Trust also holds Bakehouse Bonds with a fair value of $31.09 million (2012: $30.35 million) which Net assets attributable to unitholders earn interest of $1.65 million (2012: $1.65 million). Further details refer to Note 9. (c) Related Entity Transactions In accordance with the terms of the Trust Constitution and the product disclosure statement, the Responsible Entity and Investment Manager is entitled to receive a management fee based on 0.65% p.a. of the value of the Trust’s assets and the recovery of other administrative costs. All transactions with related parties were made on normal commercial terms and conditions and at market rates, and were approved by the Board where applicable. Related party transactions that occurred during the year are as follows: 44 45 44 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 23. Controlled Entities Name Parent entity: P-REIT Controlled entity of parent entity: Yandina Sub-trust Australia Australia 2013 100% 100% 2012 100% 100% 24. Related Party Transactions (a) Related Entities and Robin Tedder. (b) Interests in Related Parties The Trust is managed by TFML Limited as Responsible Entity and investment manager. BlackWall Property Funds Limited is the ultimate parent of TFML Limited. The Directors of TFML Limited are key management personnel of the Trust. The names of persons holding position of Directors during the year until the signing of this report unless otherwise stated are Richard Hill , Joseph (Seph) Glew, Stuart Brown As at year end the Trust owned units in the following funds. The funds and the Trust have a common Responsible Entity or Investment Manager (TFML Limited) or are related entities of TFML. Fund Unitholdings (units) BlackWall Storage Fund BlackWall Pub Group BlackWall Penrith Fund No. 2 BQF Pelorus Private Equity WRV Unit Trust Distribution Received ($’000) 2012 2013 2013 - 1,050,000 331,029 6,289,511 175,000 26,640,640 22,923,810 1,050,000 34,486,180 24,148,810 175,000 - - - 92 - - - - 1 93 2012 26 85 - - - 10 121 The Trust also holds Bakehouse Bonds with a fair value of $31.09 million (2012: $30.35 million) which earn interest of $1.65 million (2012: $1.65 million). Further details refer to Note 9. (c) Related Entity Transactions In accordance with the terms of the Trust Constitution and the product disclosure statement, the Responsible Entity and Investment Manager is entitled to receive a management fee based on 0.65% p.a. of the value of the Trust’s assets and the recovery of other administrative costs. All transactions with related parties were made on normal commercial terms and conditions and at market rates, and were approved by the Board where applicable. Related party transactions that occurred during the year are as follows: P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 24. Related Party Transactions (continued) Country of incorporation Percentage Owned (c) Related Entity Transactions (continued) Income Other income Expenses Remuneration paid to Responsible Entity / Investment Manager Property management, leasing fees, accounting fees, and expense reimbursements Architectural fees Outstanding Balances with Related Parties Receivables from related parties - current Payables to related parties - current 25. Parent Entity Disclosures 2013 $’000 - 794 319 1 1,114 409 48 2012 $’000 297 790 497 10 1,297 413 81 The following summarises the financial information of the Trust’s parent entity, P-REIT, as at and for the year ended 30 June. Profit/(loss) for the year Other comprehensive loss Total comprehensive income/(loss) for the year Financial position: Current assets Non-current assets Total assets Current liabilities Total liabilities Net assets attributable to unitholders 2013 $’000 4,836 (437) 4,399 875 120,510 121,385 (70,090) (70,090) 51,295 2012 $’000 (15,526) (602) (16,128) 2,022 120,555 122,577 (75,681) (75,681) 46,896 Other than as disclosed in Note 21, the parent entity had no contingencies at 30 June 2013 (2012: Nil). The parent entity has not entered into any capital commitments as at 30 June 2013 (2012: Nil). 44 45 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 45 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 26. Directors and Key Management Personnel 27. Financial Risk Management (continued) (a) Directors and key management personnel relevant interests Key management personnel include all Directors (refer to the Directors’ Report) and Chief Financial Officer of the Responsible Entity. The Directors and key management personnel have relevant interests in units of the Trust as set out in the following table: Joseph (Seph) Glew Stuart Brown Robin Tedder Richard Hill Tim Brown Total shareholding Balance at 30 June 2012 No. ’000 52,140 854 4,482 - 20 57,496 Net change * No. ’000 (2,895) 22 10,237 - - 7,364 Balance at 30 June 2013 No. ’000 49,245 876 14,719 - 20 64,860 * Net change refers to changes in relevant interests in units during the financial year. (b) Key management personnel compensation No salary, cash bonus or monetary benefit was paid out of the Trust’s assets to any key management personnel during the year (2012: Nil). 27. Financial Risk Management (a) Financial risk management The main risks the Trust are exposed to through its financial instruments are market risk (including interest rate risk and price risk), credit risk and liquidity risk. The Trust's principal financial instruments are financial assets and borrowings (including interest rate swaps). Additionally, the Trust has various other financial instruments such as cash, trade debtors and trade creditors, which arise directly from its operations. This note presents information about the Trust's exposure to each of the above risks, their objectives, policies and processes for measuring and managing risk, and the management of capital. The Board of Directors of the Responsible Entity have overall responsibility for the establishment and oversight of the risk management framework. They monitor the Trust’s risk exposure by regularly reviewing finance and property markets. Major financial instruments held by Trust which are subject to financial risk analysis are as follows: Financial assets Financial assets at FVTPL (*) Available-for-sale financial assets (*) Financial liabilities Borrowings 2013 $’000 38,323 - 49,500 2012 $’000 917 37,451 55,580 46 46 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 (a) Financial risk management (continued) * As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale financial assets have been reclassified to financial assets at fair value through profit or loss. See Note 1 change of accounting policies for details. (b) Market risk (i) Interest rate risk The Trust has exposure to market risk for changes in variable interest rates on borrowings. This risk is managed by the Trust by entering into interest rate swap contracts with financial institutions to protect part of the borrowings ($29 million) as detailed in Note 14. The major available-for-sale financial asset - the Trust’s interest in Bakehouse Bonds is subject to a fixed coupon rate of 5.5% p.a., and as a result is not directly exposed to the interest rate risk. However, the Bonds’ value is linked to inflation and therefore affected by the inflation rate. The Trust’s exposure to interest rate risk, which is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates, and the effective weighted average interest rates on borrowings is as follows. 30 June 2013 Weighted average effective interest 30 June 2012 Weighted average effective interest rate % 6.56 Balance $’000 (49,500) rate % 7.76 Balance $’000 (55,580) Borrowings The interest rate swaps of $29 million were hedged at an average rate of 4.92% (2012: 4.92%) and the terms are: • • • $10 million swapped at 5.22% to 9 June 2014. $9 million swapped at 4.22% to 10 November 2014. $10 million swapped at 5.26% to 1 June 2014. Sensitivity analysis At 30 June, if interest rates on borrowings had moved (after hedging effects), as illustrated in the table below, with all other variables held constant, profit would have been affected as follows: Movement in interest rates + 1.0% - 0.5% Net profit Higher / (Lower) 2013 $’000 (205) 103 2012 $’000 (552) 276 47 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 26. Directors and Key Management Personnel 27. Financial Risk Management (continued) (a) Directors and key management personnel relevant interests Key management personnel include all Directors (refer to the Directors’ Report) and Chief Financial Officer of the Responsible Entity. The Directors and key management personnel have relevant interests in units of the Trust as set out in (a) Financial risk management (continued) * As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale financial assets have been reclassified to financial assets at fair value through profit or loss. See Note 1 change of accounting policies for details. Balance at 30 June Balance at 30 June (b) Market risk (i) Interest rate risk The Trust has exposure to market risk for changes in variable interest rates on borrowings. This risk is managed by the Trust by entering into interest rate swap contracts with financial institutions to protect part of the borrowings ($29 million) as detailed in Note 14. The major available-for-sale financial asset - the Trust’s interest in Bakehouse Bonds is subject to a fixed coupon rate of 5.5% p.a., and as a result is not directly exposed to the interest rate risk. However, the Bonds’ value is linked to inflation and therefore affected by the inflation rate. The Trust’s exposure to interest rate risk, which is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates, and the effective weighted average interest rates on borrowings is as follows. 30 June 2013 30 June 2012 Weighted average effective interest rate % 6.56 Weighted average effective interest rate % 7.76 Balance $’000 (49,500) Balance $’000 (55,580) Borrowings The interest rate swaps of $29 million were hedged at an average rate of 4.92% (2012: 4.92%) and the terms are: • • • $10 million swapped at 5.22% to 9 June 2014. $9 million swapped at 4.22% to 10 November 2014. $10 million swapped at 5.26% to 1 June 2014. Sensitivity analysis At 30 June, if interest rates on borrowings had moved (after hedging effects), as illustrated in the table below, with all other variables held constant, profit would have been affected as follows: Movement in interest rates + 1.0% - 0.5% Net profit Higher / (Lower) 2013 $’000 (205) 103 2012 $’000 (552) 276 47 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 47 the following table: Joseph (Seph) Glew Stuart Brown Robin Tedder Richard Hill Tim Brown Total shareholding 2012 No. ’000 52,140 854 4,482 - 20 57,496 Net change * No. ’000 (2,895) 22 10,237 - - 7,364 2013 No. ’000 49,245 876 14,719 - 20 64,860 * Net change refers to changes in relevant interests in units during the financial year. (b) Key management personnel compensation No salary, cash bonus or monetary benefit was paid out of the Trust’s assets to any key management personnel during the year (2012: Nil). 27. Financial Risk Management (a) Financial risk management The main risks the Trust are exposed to through its financial instruments are market risk (including interest rate risk and price risk), credit risk and liquidity risk. The Trust's principal financial instruments are financial assets and borrowings (including interest rate swaps). Additionally, the Trust has various other financial instruments such as cash, trade debtors and trade creditors, which arise directly from its operations. This note presents information about the Trust's exposure to each of the above risks, their objectives, policies and processes for measuring and managing risk, and the management of capital. The Board of Directors of the Responsible Entity have overall responsibility for the establishment and oversight of the risk management framework. They monitor the Trust’s risk exposure by regularly reviewing finance and property markets. Major financial instruments held by Trust which are subject to financial risk analysis are as follows: Financial assets Financial assets at FVTPL (*) Available-for-sale financial assets (*) Financial liabilities Borrowings 2013 $’000 38,323 - 49,500 2012 $’000 917 37,451 55,580 46 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 27. Financial Risk Management (continued) 27. Financial Risk Management (continued) (ii) Price risk (d) Liquidity risk (continued) The Trust is not exposed to any major price risk except for a material change in the property valuation of the Bakehouse Quarter, which could potentially lead to a decrease in the Bakehouse Bonds’ value on their maturity. (c) Credit risk The Trust is not exposed to any major credit risk except for the Bakehouse Bonds. The credit risk for the Bakehouse Bonds is of the same nature as the price risk described above. (d) Liquidity risk The Trust is exposed to the following major liquidity risks: 1. Borrowings that are due for renewal within 12 months, however, management is confident that the borrowings will be renewed. In addition, the Trust repaid $1 million in August 2013 to reduce the borrowings to $48.5 million. Refer to Note 13 for further details. 2. Ability to realise assets – Refer to going concern paragraph under Note 1 as to management’s view on the Trust’s ability to realise assets. At the end of the reporting period, the Trust held the following financial arrangements: At 30 June 2013 Financial assets Cash and cash equivalents Trade and other receivables Financial assets at FVTPL Financial liabilities Trade and other payables Other liabilities Interest rate swaps Borrowings Provision for litigation costs Maturing within 1 year $’000 Maturing 1 – 5 years $’000 Maturing over 5 years $’000 39 612 - 651 801 60 693 49,500 19,700 70,754 - - 7,234 7,234 - - 31,089 31,089 - - - - - - - - - - - - Total $’000 39 612 38,323 38,974 801 60 693 49,500 19,700 70,754 48 At 30 June 2012 Financial assets Cash and cash equivalents Trade and other receivables Available-for-sale financial assets Financial assets at FVTPL Financial liabilities Trade and other payables Other liabilities Interest rate swaps Borrowings Provision for litigation costs (e) Fair value measurements Maturing within 1 year Maturing 1 – 5 years $’000 Maturing over 5 years $’000 7,098 917 8,015 30,353 30,353 $’000 1,306 455 - - 1,761 525 102 1,069 55,580 19,000 76,276 - - - - - - - - Total $’000 1,306 455 37,451 917 40,129 525 102 1,069 55,580 19,000 76,276 - - - - - - - - - AASB 7 Financial Instruments: Disclosures requires disclosure of fair value measurements by level of the following fair value measurement hierarchy: (cid:120) Quoted prices (unadjusted) in active markets for identical assets or liabilities (Level 1), Inputs other than quoted prices included within Level 1 that are observable for the asset, either directly (as prices) or indirectly (derived from prices) (Level 2), and Inputs for the asset that are not based on observable market data (unobservable inputs) (Level 3). (cid:120) (cid:120) The following table presents the Trust’s financial assets and liabilities measured at fair value as at 30 June. Refer to Note 2 for further details of assumptions used and how fair values are measured. Level 1 $’000 Level 2 $’000 Level 3 $’000 Total balance $’000 At 30 June 2013 Financial assets at FVTPL - Unquoted equities - Debt instruments Interest rate swaps - - - - - - - (693) 7,234 31,089 38,323 - 7,234 31,089 38,323 (693) 49 48 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 27. Financial Risk Management (continued) 27. Financial Risk Management (continued) (ii) Price risk (d) Liquidity risk (continued) At 30 June 2012 Financial assets Cash and cash equivalents Trade and other receivables Available-for-sale financial assets Financial assets at FVTPL Financial liabilities Trade and other payables Other liabilities Interest rate swaps Borrowings Provision for litigation costs Maturing within 1 year $’000 Maturing 1 – 5 years $’000 Maturing over 5 years $’000 1,306 455 - - 1,761 525 102 1,069 55,580 19,000 76,276 - - 7,098 917 8,015 - - - - - - - - 30,353 - 30,353 - - - - - - Total $’000 1,306 455 37,451 917 40,129 525 102 1,069 55,580 19,000 76,276 (e) Fair value measurements AASB 7 Financial Instruments: Disclosures requires disclosure of fair value measurements by level of the following fair value measurement hierarchy: (cid:120) Quoted prices (unadjusted) in active markets for identical assets or liabilities (Level 1), (cid:120) Inputs other than quoted prices included within Level 1 that are observable for the asset, either directly (as prices) or indirectly (derived from prices) (Level 2), and Inputs for the asset that are not based on observable market data (unobservable inputs) (Level 3). (cid:120) The Trust is not exposed to any major price risk except for a material change in the property valuation of the Bakehouse Quarter, which could potentially lead to a decrease in the Bakehouse Bonds’ value on their maturity. (c) Credit risk (d) Liquidity risk The Trust is not exposed to any major credit risk except for the Bakehouse Bonds. The credit risk for the Bakehouse Bonds is of the same nature as the price risk described above. The Trust is exposed to the following major liquidity risks: 1. Borrowings that are due for renewal within 12 months, however, management is confident that the borrowings will be renewed. In addition, the Trust repaid $1 million in August 2013 to reduce the borrowings to $48.5 million. Refer to Note 13 for further details. 2. Ability to realise assets – Refer to going concern paragraph under Note 1 as to management’s view on the Trust’s ability to realise assets. At the end of the reporting period, the Trust held the following financial arrangements: At 30 June 2013 Financial assets Cash and cash equivalents Trade and other receivables Financial assets at FVTPL Financial liabilities Trade and other payables Other liabilities Interest rate swaps Borrowings Provision for litigation costs Maturing Maturing within 1 year $’000 1 – 5 years $’000 Maturing over 5 years $’000 7,234 7,234 31,089 31,089 39 612 - 651 801 60 693 49,500 19,700 70,754 - - - - - - - - - - - - - - - - Total $’000 39 612 38,323 38,974 801 60 693 49,500 19,700 70,754 48 The following table presents the Trust’s financial assets and liabilities measured at fair value as at 30 June. Refer to Note 2 for further details of assumptions used and how fair values are measured. Level 1 $’000 At 30 June 2013 Financial assets at FVTPL - Unquoted equities - Debt instruments Interest rate swaps - - - - - - - (693) 7,234 31,089 38,323 - 7,234 31,089 38,323 (693) 49 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 49 Total balance $’000 Level 2 $’000 Level 3 $’000 P-REIT Managed by Directors’ Declaration Stuart Brown Director Sydney, 20 August 2013 In the opinion of the Directors of TFML Limited, the Responsible Entity of P-REIT: (a) the financial statements and notes set out on pages 23 to 50 are in accordance with the Corporations Act 2001, including: (i) complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements, and (ii) giving a true and fair view of the Trust’s financial position as at 30 June 2013 and of its performance for the financial year ended on that date, and (b) there are reasonable grounds to believe that the Trust will be able to pay its debts as and when they become due and payable. Note 1 confirms that the financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board. The Directors of the Responsible Entity have been given the declarations by the Chief Executive Officer and Chief Financial Officer required by section 295A of the Corporations Act 2001. This declaration is made in accordance with a resolution of the Board of Directors of the Responsible Entity. P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 27. Financial Risk Management (continued) (e) Fair value measurements (continued) At 30 June 2012 Available-for-sale financial assets - Unquoted equities - Debt instruments Financial assets at FVTPL Interest rate swaps Level 1 $’000 Level 2 $’000 Level 3 $’000 Total balance $’000 - - - - - - - - - (1,069) 7,098 30,353 917 38,368 - 7,098 30,353 917 38,368 (1,069) The following table is a reconciliation of the movements in financial assets classified as Level 3 for the year ended 30 June: At 30 June 2013 Balance at the beginning of the year Purchases Disposals/redemptions Fair value movement Reclassification Balance at the end of the year Financial assets at FVTPL $’000 917 185 (774) 1,362 36,633 38,323 Available-for- sale financial assets $’000 37,451 1,473 (1,854) (437) (36,633) - Level 3 Total $’000 38,368 1,658 (2,628) 925 - 38,323 * As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale financial assets have been reclassified to financial assets at fair value through profit or loss. See Note 1 change of accounting policies for details. At 30 June 2012 Balance at the beginning of the year Purchases Disposals/redemptions Fair value movement Balance at the end of the year Financial assets at FVTPL $’000 2,522 - - (1,605) 917 Available-for- sale financial assets $’000 38,309 149 (405) (602) 37,451 Level 3 Total $’000 40,831 149 (405) (2,207) 38,368 The fair value of available-for-sale financial assets and financial assets at FVTPL is determined by reference to the net assets of the underlying entities. All these instruments are included in Level 3. There were no transfers between Level 1, 2 and 3 financial instruments during the year. For all other financial assets and liabilities carrying value is an approximation of fair value. 50 51 50 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 P-REIT Managed by Directors’ Declaration In the opinion of the Directors of TFML Limited, the Responsible Entity of P-REIT: (a) the financial statements and notes set out on pages 23 to 50 are in accordance with the Corporations Act 2001, including: (i) complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements, and (ii) giving a true and fair view of the Trust’s financial position as at 30 June 2013 and of its performance for the financial year ended on that date, and (b) there are reasonable grounds to believe that the Trust will be able to pay its debts as and when they become due and payable. Note 1 confirms that the financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board. The Directors of the Responsible Entity have been given the declarations by the Chief Executive Officer and Chief Financial Officer required by section 295A of the Corporations Act 2001. The following table is a reconciliation of the movements in financial assets classified as Level 3 for the This declaration is made in accordance with a resolution of the Board of Directors of the Responsible Entity. Stuart Brown Director Sydney, 20 August 2013 P-REIT ARSN 109 684 773 Notes to the Consolidated Annual Financial Report For the Year Ended 30 June 2013 27. Financial Risk Management (continued) (e) Fair value measurements (continued) At 30 June 2012 Available-for-sale financial assets - Unquoted equities - Debt instruments Financial assets at FVTPL Interest rate swaps year ended 30 June: At 30 June 2013 Balance at the beginning of the year Purchases Disposals/redemptions Fair value movement Reclassification Balance at the end of the year policies for details. At 30 June 2012 Balance at the beginning of the year Purchases Disposals/redemptions Fair value movement Balance at the end of the year 7,098 30,353 917 38,368 (1,069) $’000 38,368 1,658 (2,628) 925 - 38,323 Level 1 $’000 Level 2 $’000 Level 3 $’000 Total balance $’000 - - - - - - - - - (1,069) 7,098 30,353 917 38,368 - Financial assets at FVTPL Available-for- sale financial Level 3 Total $’000 917 185 (774) 1,362 36,633 38,323 assets $’000 37,451 1,473 (1,854) (437) (36,633) - Financial assets Available-for- sale financial at FVTPL $’000 2,522 - - (1,605) 917 assets $’000 38,309 149 (405) (602) 37,451 Level 3 Total $’000 40,831 149 (405) (2,207) 38,368 * As a result of early adoption of AASB 9 from 1 January 2013, all available-for-sale financial assets have been reclassified to financial assets at fair value through profit or loss. See Note 1 change of accounting The fair value of available-for-sale financial assets and financial assets at FVTPL is determined by reference to the net assets of the underlying entities. All these instruments are included in Level 3. There were no transfers between Level 1, 2 and 3 financial instruments during the year. For all other financial assets and liabilities carrying value is an approximation of fair value. 50 51 P-REIT - Consolidated Annual Financial Report For The Year Ended 30 June 2013 51 Consolidated Annual Financial ReportYear Ended 30 June 2013Managed By:Level 1, 50 Yeo Street Neutral Bay, NSW 2089Responsible Entity: TFML LimitedABN 39 079 608 825

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