Carsales.Com Ltd
Annual Report 2015

Plain-text annual report

ABN 91 074 444 018 Annual Report 2015 carsales.com Limited – Annual Report – 30 June 2015 | 1 Corporate directory Directors Wal Pisciotta (Non-Executive Chairman) Greg Roebuck (Managing Director) Richard Collins (Non-Executive Deputy Chairman) Jeffrey Browne (Non-Executive Director) Pat O’Sullivan (Non-Executive Director) Kim Anderson (Non-Executive Director) Steve Kloss (Alternate Non-Executive Director) Company secretary Nicole Birman Registered office Level 4, 449 Punt Road Richmond Vic 3121 T: +61 3 9093 8600 F: +61 3 9093 8697 W: www.carsales.com.au Share registry Computershare Ltd 452 Johnston Street Abbotsford Vic 3067 T: +61 3 9415 4000 F: +61 3 9473 2500 W: www.computershare.com External auditor PricewaterhouseCoopers Freshwater Place 2 Southbank Boulevard Southbank Vic 3006 Stock exchange carsales.com Ltd is a public company listed with the Australian Stock Exchange Limited ASX:CAR The previous ASX code was “CRZ” 2 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Ltd ABN 91 074 444 018 Annual report – 30 June 2015 Contents Chairman’s update Managing Director’s update Directors’ report Financial report Directors’ declaration Independent auditor’s report to the members Shareholder information Page 7 11 15 41 83 87 91 carsales.com Limited – Annual Report – 30 June 2015 | 3 Results for Announcement to the Market 4 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Ltd ABN 91 074 444 018 Full-year ended 30 June 2015 (Previous corresponding period: Full-year ended 30 June 2014) Results for Announcement to the Market Revenue from ordinary activities Profit from ordinary activities after tax attributable to members Net profit for the period attributable to members Up Up Up 32% 8% 8% to to to $’000 311,756 103,167 103,167 Dividends / Distributions Amount per security Franked amount per security 2014 Final Dividend paid 2015 Interim Dividend paid 2015 Final Dividend declared 2015 Special Dividend declared 17.4 cents 16.2 cents 17.7 cents 1.4 cents 17.4 cents 16.2 cents 17.7 cents 1.4 cents Record date for determining entitlements to the dividends 18th September 2015 Dividend payable 15th October 2015 Net tangible assets Net tangible assets backing per ordinary share is 30.64 cents (2014: 39.99 cents) Other information required by Listing Rule 4.3A Other information requiring disclosure to comply with Listing Rule 4.3A is contained in the 30 June 2015 Financial Report. Dealer revenue up 7% year on year Increased private seller revenue up 8% year on year International business delivered 45% increase in profit year on year carsales.com Limited – Annual Report – 30 June 2015 | 5 Chairman’s Update 6 | carsales.com Limited – Annual Report – 30 June 2015 Dear Shareholders, The Board is pleased to present to shareholders the carsales.com Ltd Annual Report for the financial year ending 30 June 2015. It has been another year of exceptional achievement at carsales and we are pleased to be presenting to shareholders another year of record financial performance. Some of the major financial highlights of the past 12 months include: Revenue up 32% on previous corresponding period (pcp) from $235.6m to $311.8m. EBITDA up 12% on pcp from $138.4m to $154.3m. EBITDA margin 50%, reflecting the acquisition of Stratton Finance. Proforma Operating cash flow (excluding the timing impact of a one-off change to tax payments) up 12% on pcp from $101.0m to $112.9m. Due to sufficient cash and confidence in future earnings, the Directors have declared a final 2015 dividend of 17.7 cents per share fully franked plus a special 2015 dividend of 1.4 cents per share fully franked, taking the total dividends paid for the year to 35.3 cents per share. The dividend payment will have a record date of 18 September 2015 and a payment date of 15 October 2015. FY15 was a year characterised by continued innovation in our core business, further expansion into adjacent domestic markets and tremendous progress in our global investment portfolio. Domestically, the new car market remains buoyant with over 1.1 million new cars sold in the 2014 calendar year, and 2015 on track to exceed that number. We have invested significantly in our relationships with OEMs and our dealer customers in the last year and delivered significant improvements to our product portfolio across all of our verticals. We are the auto classifieds market leader and this year we continued to increase our lead over our nearest competitors. Innovation remains at the heart of our DNA and we have continued to invest to increase value for our customers, consumers and a strengthening of our market position as a result of this investment. Our innovation leverages the best of the Group’s IP and knowledge, whilst we also keep an eye on new developments both in local and overseas markets. The proposed introduction of GST on all internet based services provided to Australians (not just local companies, like carsales) will ensure a fairer marketplace for online classified sites going forward. Our acquisition of 50.1% of Stratton Finance, a leading finance broker and services provider, in July 2014 is the most obvious example of our expansion into complementary markets and has performed above our expectations since acquisition, with more to come in FY16. Products launched in the year such as Instant Offer and the continued expansion of tyresales continued to diversify our business and provide strong engines for future growth. Our acquisition of 50.1% of Auto Inspect, a leading vehicle inspection business in June will provide our customers with additional value and confidence to make vehicle purchases. Our international businesses have demonstrated both pleasing growth and resilience this year. Webmotors (Brazil) has demonstrated strong revenue growth despite a challenging economic backdrop, with the distraction of a World Cup, a controversial federal election and a decrease in new car sales over the year providing challenges. SKENCARSALES (South Korea) has grown profitably whilst transforming the business, despite the outbreak of MERS, and is well positioned to benefit from positive trends in the automotive market. The carsales management team has invested a significant amount of time working with local management and it is pleasing these efforts are starting to bear fruit. Our people make carsales what it is and will continue to remain an area of great focus for the management team. carsales has a wonderful team and a high performance culture which is evident in our results. We are committed to creating a challenging, rewarding and diverse working environment for our people. As a Board we are confident that we are well positioned to continue to develop the business in all markets to take advantage of our numerous growth opportunities. I say this every year but the best is still to come for carsales.com Ltd. On behalf of the Board of Directors, I would like to once again thank our customers for their continued endorsement and business; our shareholders for their ongoing encouragement and support and Greg Roebuck and his team for their ongoing passion, commitment and dedication to the Company producing yet another great year of record achievement. Wal Pisciotta Chairman 11 August 2015 carsales.com Limited – Annual Report – 30 June 2015 | 7 “There’s no point being an interesting number two; you need to be a compelling number one” 8 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Limited – Annual Report – 30 June 2015 | 9 Managing Director’s update 10 | carsales.com Limited – Annual Report – 30 June 2015 Dear Shareholders, Another financial year has rushed by and again it has been an exciting and eventful year for our great business. We’ve made a number of new investments as well as delivered world class technology, innovation and market leadership. Our team continues to expand and we’re looking forward to the challenges FY16 will undoubtedly bring. SK Encar – EBITDA margins expanded from 51% for pcp to 64% and we are very confident about the opportunity for further business development in the coming months and years Our Stratton Finance acquisition in July last year has delivered great synergies to private car buyers through very tight integration across the carsales website. Stratton and carsales have also acquired 20% of the Ratesetter business – an innovative peer- to-peer financier that provides excellent synergies for short term or low priced vehicle finance. Check these two great businesses out at www.stratton.com.au and www. ratesetter.com.au. Most recently we’ve acquired a controlling stake in a vehicle inspection business, Auto Inspect. This rapidly growing business is another great fit for us as consumers look for more surety around vehicle quality. Our International investments are growing well. In Brazil, the webmotors.co.br business continues to be the market leader and we’re progressing positively towards a business model more aligned with the Australian operation. There’s plenty of changes required behind-the-scenes to achieve this, but the team in Brazil are motivated and FY16 will see us very close to delivering on an accountable solution to our dealer customers. During FY15, Webmotors acquired a services company – very similar to the Dealer and Data Services division of carsales.com.au – called vMotors. This is a very synergistic fit for Webmotors and provides inventory and lead management services for its dealers. Our Korean business – www.encar.com – is also progressing very well. They’ve more recently moved to a chargeable private seller model similar to carsales.com.au and work towards an accountable dealer environment is on track. The relationships with the teams in Korea and Brazil are excellent and this will ensure a great long term outcome for us all. The www.tyresales.com.au business is driving significant change in the previously non- transparent tyre retailing marketplace. While currently a very low margin business for us, our revenue growth is very positive and we’re extremely proud of building a fantastic product that benefits consumers, dealers and the broader carsales Network. Our New Car business has stabilised after the first half of FY15 saw a number of additional car companies require their dealers to remove their inventory from third party sites such as carsales.com.au. While we strongly believe that this action negatively impacts consumers and therefore the car company and their dealers, we’re very pleased we’re working closely with the industry to navigate the challenges being faced. Our New Car inventory is once again climbing and this in turn is driving better results for our consumer and dealer customers. Private sellers continue to see carsales.com.au as the place to sell their car. The most important metric – generally overlooked by our competitors – is not how many cars are being advertised, but how many sales! Our average time to sell continues to trend downwards, clearly demonstrating if you want to get a sale, there’s only one place to get a result: carsales.com.au!! In fact when averaged out over the last financial year, we sold 100 cars an hour. Innovation continues to be a hallmark of our great business. The passion from the entire team to deliver world class product and continually challenge the status quo is a huge component of our culture. Our Ryvuss search engine technology has now been licensed into a number of businesses; our photo serving platform is in use in all of our international investment companies and our advanced telephony products will join the growing list of technologies we are marketing outside of our core business. Our philosophy of one hundred 1% changes are better than one 100% change keeps us well ahead of the competition – who despite numerous aggressive campaigns continue to lag behind. In closing, we’ve had another great year, more world class innovations, more investment in exciting businesses, and continued growth across all areas of the Company. As a team we strive to be the best in the world and while it is a high benchmark, I continue to be amazed and extremely proud of what truly talented people we have delivering on this objective. I’d like to publicly thank each and every one of them. Yours sincerely, Greg Roebuck Managing Director and CEO 11 August 2015 carsales.com Limited – Annual Report – 30 June 2015 | 11 Over the course of this year on average we sold a car every minute 12 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Limited – Annual Report – 30 June 2015 | 13 Directors’ report 14 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Directors’ report Your directors present their report on the consolidated entity (referred to hereafter as the Group) consisting of carsales.com Ltd, the entities it controlled and the investments in associates at the end of, or during, the year ended 30 June 2015. Dividends – carsales.com Ltd Dividends paid to members during the financial year were as follows: Final fully franked dividend for the year ended 30 June 2014 of 17.4 cents (2013 – 15.6 cents) per share paid on 22 October 2014. Interim fully franked ordinary dividend for the year ended 30 June 2015 of 16.2 cents (2014 – 14.7 cents) per share paid on 15 April 2015. 2015 $’000 2014 $’000 41,472 37,052 38,812 34,957 80,284 72,009 In addition to the above dividends, since the end of the financial year, due to sufficient cash and confidence in future earnings, the Directors have recommended the payment of a fully franked final ordinary dividend of $45,856,000 (17.7 cents per fully paid ordinary share plus 1.4 cents special dividend per fully paid ordinary share) to be paid on 15 October 2015 out of retained profits at 30 June 2015. Directors The following persons were directors of carsales.com Ltd during the financial year and up to the date of this report unless indicated otherwise: Wal Pisciotta (Non-Executive Chairman) Greg Roebuck (Managing Director) Richard Collins (Non-Executive Deputy Chairman) Jeffrey Browne (Non-Executive Director) Pat O’Sullivan (Non-Executive Director) Kim Anderson (Non-Executive Director) Steve Kloss (Alternate Non-Executive Director) Principle activities carsales.com Ltd’s principle activities during the course of the financial year consisted of online classified and display advertising. As well as this carsales provides a number of software, data, finance and other services predominantly sold to customers in the automotive industry. Aside from the acquisition of Stratton Finance Pty Ltd on 15 July 2014 as set out in Note 20, there have been no significant changes in these activities during the course of the last financial year. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 15 Operating and financial review Group Financial Highlights • • • • FY15 was another year of record financial performance with Group operating revenue rising to $311,756,000, up 32% on the prior comparative period. Group earnings remained very strong with EBITDA up 12% on the prior comparative period to $154,338,000 and EBITDA margins of 50%. Profit attributable to the owners of carsales.com Ltd, excluding one-off gain on associate dilution was $99,720,000, up 4% on the prior comparative period. Reported profit attributable to the owners of carsales.com Ltd was $103,167,000, up 8% on prior comparative period. carsales Domestic Highlights There were a number of highlights during the course of the year which contributed to the overall performance of the business including: Dealer revenue up 7% on pcp overall. Key growth drivers being yield and growth in premium advertising products. Private revenue grew by 8% on pcp, with positive yield growth through price rises premium product growth in automotive and strong growth in the B2C segment from tyresales. Non-automotive verticals performing well. Mediamotive up 3% on pcp in a challenging market. Data, Research and Services (previously Dealer and Data Services) once again performed strongly with revenue up 14% on pcp. Finance and Related Services recorded revenue of $59.4m, principally due to the acquisition of Stratton Finance Pty Ltd on the 15th July 2014. • • • • • • • • • take advantage of the opportunities that exist in licensing carsales’ world leading technology into the Korean market and good progress is being made in executing strategic priorities. Webmotors S.A. – Revenue growth of 21% pcp attributable dealer, private and display advertisement volume growth. carsales share of net profit after tax was $3,478,000. Acquired vMotors (a dealer and data services business) in December 2014 which is on track to be integrated into Webmotors’ product portfolio. Webmotors continues to grow its market share with its combined inventory (MeuCarango, CompreAuto and WebMotors) now almost double that of its closest competitor. carsales’ share on net profit after tax decreased 24% on pcp reflecting one-off costs and investment in the business, with earnings growth expected to return in FY16. iCar Asia Limited – carsales’ share of net loss after tax is estimated to be ($3,288,000). carsales continues to support iCar’s business as it evolves. carsales’ investment was diluted from 22.9% to 20.2% due to the capital raise to fund the acquisition of one2Car in Thailand, resulting in a one-off gain on dilution of $3,447,000. Outlook • • • Domestic trading conditions in the first 6 weeks of FY15 have remained solid. A more detailed trading update will be provided at the October Annual General Meeting. Expect to continue seeing further growth from newer domestic investments in tyresales and Stratton along with new investment in Auto Inspect. Anticipate EBITDA margins being maintained around current levels. Expect ongoing development of the business models in Korea and Brazil to continue and, subject to market conditions being maintained in these markets, we expect to see solid earnings growth for each. Strategy The strategy of the Company is to continue to strengthen and grow its core business units through ongoing product innovation, while proactively seeking opportunities to leverage developed intellectual property in other adjacent or geographic high growth markets. Acquired stakes in Ratesetter Australia Pty Ltd (peer to peer lending) and Auto Inspect Pty Ltd (vehicle inspections) during the year which will drive future growth. Risk carsales International Highlights The Company holds interests in online automotive advertising companies operating in high growth international markets. These interests include: • • • • 49.9% in the equity of SK ENCARSALES.COM Ltd (South Korea), the number one online automotive classifieds company in South Korea. 30% in the equity of Webmotors S.A. (Brazil), the number one online automotive classifieds company in Brazil. 20.2% as at 30 June 2015 in the equity of iCar Asia Limited (ASX:ICQ). iCar is the largest online automotive classifieds network in South East Asia owning the number one online automotive classifieds sites in Malaysia and Thailand, and the number two site in Indonesia. SK ENCARSALES.COM Ltd – Strong underlying revenue growth of 31% on pcp for the year. Revenue growth largely as a result of growth in dealer yield, customer acquisition and display revenue. The Company started charging for private adverts in April 2015 and expanded EBITDA margins to 64% (from 51% pcp). carsales’ share of net profit after tax was $4,736,000. We have started to Being a complex business in a growth market carries with it a number of risks that the Company manages including, but not limited to: • • Maintenance of professional reputation and brand name – The success of carsales is heavily reliant on its reputation and branding. Unforeseen issues or events, which place carsales’ reputation at risk, may impact on its future growth and profitability. Relationship with Dealers and OEMs – carsales derives a significant proportion of its revenue from motor vehicle dealers and automotive manufacturers (OEMs). A change in the size and/ or structure of this market could impact carsales’ earnings. In particular, consolidation of the dealer market with fewer, larger dealers or increased manufacturer control of dealers’ online advertising activity may impact upon the prospects of carsales. In addition, the majority of carsales’ revenue is generated under monthly agreements with motor vehicle dealers. Should a significant number of dealers cancel or fail to renew their agreements, this may have an adverse effect on the financial performance of carsales. • Competition – the online automotive advertising industry is highly competitive. carsales’ performance could be adversely affected if existing or new competitors reduce carsales’ market share from its current level. 16 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report • • • • Downturn in the motor vehicle or general advertising market – the performance of carsales will continue to be influenced by the overall condition of the motor vehicle market. The motor vehicle market is influenced by the general condition of the Australian economy, which by its nature is cyclical and subject to change. In addition, carsales derives a significant proportion of its revenue from display advertisers on its network of websites. A decline or significant change in the advertising market as a result of broader economic influences or changing advertiser trends that the Company does not respond to could have a negative impact on carsales’ earnings. Information Technology – carsales’ business operations rely on owned and 3rd party IT infrastructure and systems. Any interruptions to these operations or loss of customer data could impair carsales’ ability to operate its customer facing websites which could have a negative impact on carsales’ financial performance and reputation. carsales’ future performance will also depend on its ability to monitor and manage major projects such as website upgrades and other projects involving its IT infrastructure. International expansion – with the expansion of the business into new high growth international geographies, the Company becomes exposed to the macroeconomic environment of these markets outside of the traditional markets the Company has operated in. The Company may not be able to fully recoup its investment in these markets should it not be able to accelerate the growth of its businesses through the implementation of carsales’ business models, intellectual property and technologies. Significant changes in the state of affairs During the financial year the Company continued to expand into adjacent markets by investing in Stratton Finance Pty Ltd an Australian based automotive finance broker. The consideration for this investment was $58,995,000. The Company entered into a $325m syndicated bank facility in February 2015 repayable in tranches over a 5-year period. Matters subsequent to the end of the financial year On 7 August 2015 the Company announced that it has agreed to acquire a 65% controlling shareholding in SoloAutos (www.soloautos. mx), a leading automotive classifieds website in Mexico, for an investment of up to US $9m. No other matter or circumstance has arisen since 30 June 2015 that has significantly affected, or may affect: charity fundraising, its commitment to reducing its carbon footprint and its focus on areas such as waste management and becoming a paperless office environment. Environment Whilst the nature of the carsales business has a low environmental impact, the Company always aims to minimise its environmental footprint. In all company offices, carsales promotes recycling by having bins throughout our offices with clear explanation on how to correctly recycle; purchases only 100% recycled paper and enforces printing limits including default double sided, black and white printing; and has implemented timed lights in all meeting rooms. The carsales head office in Richmond is certified as a 4.5 star NABERS rated building. As part of carsales’ continued efforts to minimise its environmental footprint, it has offset emissions for its fleet vehicles. carsales has offset these emissions through Greenfleet (Australia’s most respected source of biodiverse carbon offsets). As a result of this relationship, Greenfleet will plant enough native trees on behalf of carsales to absorb 193.50 tonnes of CO2-e and to restore native forests in Australia, to protect our climate and unique biodiversity. Also, this year carsales supported Earth Hour by encouraging all staff and customers to support the initiative of saving power by switching off lights, televisions and computers at home for one hour on Saturday March 28th. The prominent carsales signs on the Company’s Punt Road offices was switched off for an hour to visibly show its support. The Group is not subject to any significant environmental regulation in respect of its activities. Community carsales has a number of initiatives designed to provide the Company and employees with avenues to support both charity and community based causes. All carsales team members are encouraged to get together and take a day to support the community by volunteering for a community based charity. Staff have contributed hundreds of hours volunteering in the community supporting organisations such as Sacred Heart Mission, Salvation Army and the Million Paws Walk. Each year the entire workforce votes on the charities that it will support throughout that calendar year. Over the past twelve months the Company and employees have actively participated in raising money for: (a) the Group’s operations in future financial years, or (b) the results of those operations in future financial years, or (c) the Group’s state of affairs in future financial years. Beyondblue – works to reduce the impact of depression and anxiety in the community by raising awareness and understanding, empowering people to seek help, and supporting recovery, management and resilience. Sustainability carsales.com Ltd is committed to good corporate citizenship and social responsibility, and believes that implementing practical sustainability programs is central to this. The Company’s goal is to have the lowest possible negative impact on the global and local environments, community, society and economy. carsales’ core values of enjoyment, respect, integrity, trust, communication and honesty (ENRITCH) underpin its culture of ethical conduct. Over the past year the Company has reviewed its sustainability programs and engaged key stakeholders throughout the Company to build focus and involvement. carsales contributes to the wider community through initiatives such as its community day program, Epilepsy Foundation of Victoria – provides services to people living with epilepsy and their families, and works to raise awareness of epilepsy in organisations and the broader community to reduce the stigma and create a more welcoming and inclusive society. Challenge – a not-for-profit organisation that delivers daily support to children and families living with cancer. Lort Smith – which is a not-for-profit passionately committed to caring for the animals of poor and disadvantaged people. Over the year, carsales.com Ltd has donated over $160,000 in cash and advertising campaigns in kind to various charitable organisations. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 17 Diversity A diverse and inclusive working environment is central to the carsales corporate values and the senior management team has developed programs which support this key objective. The carsales leadership team knows that businesses with a diverse workforce operate more efficiently and effectively and is committed to bridging any gaps that exist. As part of the diversity focus, carsales has a company-wide specific gender diversity strategy in place that covers a range of areas including keeping in touch programs for when members of its team go on parental leave, increasing paid parental leave provisions, analysing on-boarding and exit data to identify any bias, ensuring that women are represented when shortlisting prospective candidates and unconscious bias training for senior leadership and executives. Our CEO is also a proud Pay Equity Ambassador supporting the Daughter Water Campaign which is aimed at bridging the gender pay gap that exists in Australia. The Company has established a Diversity Policy which is publicly available in the Investor Centre of the Company website at http://shareholder.carsales.com.au/Investor-Centre/. The policy includes requirements for the Board to establish measurable objectives for achieving gender diversity and for the Board to assess annually both the objectives and progress in achieving them. These objectives and the Company’s progress towards achieving them are outlined below: ‘Lovehack’ the 2015 Carsales.com Ltd. Hackathon. Objective Initiatives Outcomes Continue to grow the number of women performing senior roles from external appointments. Educating managers on the importance of a diverse workforce. Set quotas for recruitment shortlists. In FY15, 42% of our senior leadership appointments are women. Continue to implement career development programs to prepare women within the carsales business to take on more senior roles. Mentoring program, training and development programs including communication, presentation, management and influence skills training. Create an environment in which women network and mentor each other to progress their careers within carsales. Women in Leadership Program and women’s networking group. Implement workplace flexibility programs to create a workplace in which women can meet both family and work responsibilities Paid parental leave increased in FY15, part time options, child care referrals and flexible re-entry into the business from a period of parental leave. The Company’s mentoring program consists of 35% women. Of its career development programs, 49% of attendees were women and 38% of FY15 promotions have been female. This program has membership of 22 females in leadership positions across the business. A networking group has also been created which is open to all females in the business. Sessions have involved attending external leadership events and guest speakers attending carsales functions. In FY15, 6 members of the carsales team took parental leave and the company is currently supporting 12 women with flexible working arrangements. On 27 May 2015, in accordance with the Workplace Gender Equality Act 2012, carsales submitted a report to the Workplace Gender Equality Agency. This report provided information on carsales’ policies and gender diversity numbers across the business. This report is available in the Investor Centre on the Company website at http://shareholder.carsales.com.au/Investor-Centre/. carsales is also proud to have signed up as one of approximately 387 organisations that have joined together to support marriage equality in Australia. carsales actively supports the right for everyone to have equal opportunities in life and is proud to support marriage equality for all Australians. 18 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report People and Culture carsales endeavours to be an employer of choice and strives to continually attract and retain the most talented people that can be found in the market. We measure this through skill, expertise and the right values that fit the carsales culture. The culture of carsales is one of inclusion, where staff are provided with extensive opportunities to learn and evolve in a fast-paced and dynamic business environment. carsales commitment to its people can be seen through the ‘carsales People Promise’ which is an ongoing program and commitment of the Company to employees in the areas of culture and benefits, career development, health and wellbeing, community, work life balance and reward and recognition. Each area contains initiatives designed to ensure carsales is a workplace where people work hard and are rewarded through things other than just financial incentives. carsales management sees employee engagement as a critical success factor. Over time the Company has developed a number of initiatives that build engagement. Each year all team members are invited to complete an Employee Opinion Survey that covers areas such as reward and recognition, communication, personal development and training, business ethics, leadership and engagement. The survey results are reviewed by management and communicated to the business where employees discuss results and develop strategies to ensure the Company continuously improves and develops. Senior executives conduct ‘Discussion Groups’ annually with all employees of the Company in small groups. The objective of these sessions is to provide people with a forum where they can be updated on the performance of carsales, its strategy and initiatives. People are actively encouraged to challenge and ask questions on these topics and feedback is discussed and actioned by senior management. Innovation has always been part of carsales’ corporate DNA. carsales actively encourages our people to come up with solutions to improve the business. One of the ways carsales encourages innovation is through Hackathons. A Hackathon is a two day event where the carsales team are given full creative freedom to come up with concepts and working prototypes to benefit the Company and both its customers and consumers. Whilst running a Hackathon doesn’t alone make an organisation innovative, it certainly goes a long way to fostering creativity and the benefits of Hackathons go way beyond innovation. In the area of training and development there are a number of programs designed to support the learning and development of employees to support both the retention and succession of our most valuable asset being our people. Some of these programs include mentoring programs, CEO Scholarship awards and extensive availability of internal training programs. Ethical Conduct and Corporate Governance Policy carsales’ core values of integrity and honesty are central to the culture of the business. The business through the Employee Opinion Survey directs employees to respond to questions relating to ethical business behaviour, and company performance in this area is annually assessed by management. The Company has also developed a Code of Conduct that is published on the Company shareholder website and a Whistle blower policy to ensure that employees understand available avenues for the reporting and handling of ethical and business related issues. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 19 Information on directors & officers Wal Pisciotta Pat O’Sullivan (Non-Independent Non-Executive Chairman) Appointed: 25 June 1996 (Independent Non-Executive Director) Appointed: 29 June 2007 Experience and expertise Experience and expertise Pat was the Chief Operating Officer and Finance Director of Nine Entertainment Co Pty Limited (formerly PBL Media Pty Ltd) a position he held from February 2006 before resigning on 29 June 2012. Before that, Pat was the Chief Financial Officer of Optus, a position he held for over five years. Previously, he held a number of positions at Goodman Fielder and Burns Philp. Pat is a member of The Institute of Chartered Accountants in Ireland and The Institute of Chartered Accountants in Australia, and is a graduate of the Harvard Business School’s Advanced Management Program. He also served as a Director and Company Secretary of Nine Entertainment Co Pty Limited and was Chairman of Ninemsn. Pat is currently a non-executive director of iiNet, iSentia, APN Outdoor, Little Company of Mary Health Care and chairman of HealthEngine. Interests in shares and options 7,350 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales.com Ltd. Kim Anderson (Independent Non-Executive Director) Appointed: 16 June 2010 Experience and expertise Kim is the Chief Executive Officer of The Reading Room (thereadingroom.com), a community/social networking site for readers and is a Non-Executive Director of the STW Group, and a member of the Sydney University Press Advisory Board. Kim has more than 29 years experience in various advertising and media executive positions within companies such as Southern Star Entertainment, PBL and Ninemsn. Interests in shares and options 10,000 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales. com Ltd. Wal has over 41 years experience in supplying computer services to the automotive industry and is also the Chairman of Pentana Solutions Pty Ltd. Wal holds a Bachelor of Science Degree in Business Administration from the University of Alabama (United States) and has been the Chairman of carsales.com Ltd since its inception. Interests in shares and options 14,770,700 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales.com Ltd. Greg Roebuck (Managing Director) Appointed: 25 June 1996 Experience and expertise Greg was the original architect of carsales.com Ltd; has been on its Board since inception and Managing Director and CEO since May of 2002. Greg is a Fellow of the Australian Institute of Company Directors. He has over 32 years experience in providing technology solutions to the Australian Automotive Industry. Greg studied computer science at RMIT (Melbourne). In July 2009 Greg won the Ernst & Young Entrepreneur of the Year Award for the Southern Region of Australia in technology & emerging industries: software, hardware, telecommunications, digital media and health sciences. He then went on to win the Ernst & Young Entrepreneur of the Year Award for Australia in November 2009. Interests in shares and options 4,852,681 ordinary shares held in carsales.com Ltd. 373,387 options and 93,150 performance rights held over ordinary shares in carsales.com Ltd. Richard Collins (Independent Non-Executive Deputy Chairman) Appointed: 17 July 2000 Experience and expertise Richard has been a director of carsales.com Ltd since 2000 and has over 36 years experience as Dealer Principal, currently holding Ford, Toyota, Subaru, Suzuki, and Isuzu Franchises. Richard holds a Bachelor of Commerce Degree from Melbourne University. Interests in shares and options 1,003,276 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales.com Ltd. 20 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Jeffrey Browne Steve Kloss (Independent Non-Executive Director) Appointed: 16 December 2013 Experience and expertise (Alternate Non-Executive Director) Appointed: 28 October 2005 Experience and expertise Jeffrey practiced as a commercial lawyer in Sydney and Melbourne for 22 years before joining the Nine Television Network, initially as Executive Director and later becoming Managing Director, with responsibility for all Network operations. His legal experience saw him involved in a wide range of matters concerning dealers and motor vehicle manufacturers as well other multi-national OEMs. Jeffrey is also Chairman of Holden Special Vehicles where he has been a director or Chairman for over 13 years. Jeffrey’s media experience includes broad management responsibilities and the development and implementation of new broadcast and digital platforms. Steve has more than 25 years experience in supplying computer services to the automotive industry and is currently Chief Executive Officer at Pentana Solutions Pty Ltd. Steve holds a Bachelor of Business degree from Monash University. Interests in shares and options 2,774,500 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales. com Ltd. Interests in shares and options 13,650 ordinary shares held in carsales.com Ltd. No options or performance rights held over ordinary shares in carsales.com Ltd. Company Secretary Nicole Birman holds the role of Company Secretary and is the General Counsel of carsales.com Ltd. Nicole joined carsales in 2010 and has over 12 years experience in the legal field, including 7 years advising leading online companies as in-house counsel. Nicole holds a Bachelor of Laws (Hons) and a Bachelor of Arts from Monash University. Interests in shares and options 6,821 ordinary shares held in carsales.com Ltd. 17,233 options and 5,464 performance rights held over ordinary shares in carsales.com Ltd. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 21 Meetings of directors The numbers of meetings of the Company’s Board of directors and of each Board committee held during the year ended 30 June 2015 and the numbers of meetings attended by each director were: Full meetings of directors Meetings of committees Audit and Risk Management Remuneration and Nomination A 19 20 20 19 19 19 12 B 20 20 20 20 20 20 20 A ** ** 4 4 ** 4 ** B ** ** 4 4 ** 4 ** A 1 ** 1 ** 1 ** ** B 1 ** 1 **` 1 ** ** Wal Pisciotta (Board Chairman) Greg Roebuck Richard Collins Pat O’Sullivan (Chairman – Audit and Risk Management) Jeffrey Browne (Chairman – Remuneration and Nomination) Kim Anderson Steve Kloss (Alternate Director) A = Number of meetings attended B = Number of meetings held during the time the director held office or was a member of the committee during the year ** = Not a member of the relevant committee Committee Membership The following directors have been members of Board committees for the full financial year unless otherwise stated below: Remuneration and Nomination Committee Mr Richard Collins – committee chairman (independent) (resigned 26 October 2014) Mr Wal Pisciotta Mr Jeffrey Browne – committee chairman (independent) (chairman from 26 October 2014) Mr Pat O’Sullivan (independent) (appointed 26 October 2014) Audit and Risk Management Committee Mr Pat O’Sullivan – Committee Chairman (Independent) Mr Richard Collins (Independent) Ms Kim Anderson (Independent) 22 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Remuneration report The remuneration report is set out under the following main headings: • • • • • Principles used to determine the nature and amount of remuneration. Details of remuneration. Service agreements. Share-based compensation. Additional information. The information provided in this remuneration report has been audited as required by section 308(3C) of the Corporations Act 2001. Non-executive directors Fees and payments to non-executive directors reflect the demands which are made on, and the responsibilities of, the Directors. Directors’ fees The current base remuneration pool was last approved by shareholders at the Annual General Meeting held on 26 October 2014. Non-executive directors’ fees are determined within an aggregate directors’ fee pool limit, which is periodically recommended for approval by shareholders. The maximum payable to be shared by all non-executive directors currently stands at $1,100,000 per annum. The Directors determine how these are to be shared by the Directors. The Board will from time to time invite a remuneration specialist to conduct a review and benchmarking of fees. The annualised fees paid to the Board are comfortably below the $1,100,000 pool approved by shareholders. Principles used to determine the nature and amount of remuneration The following fee table applies: The objective of the Group’s executive reward framework is to ensure reward for performance is competitive and appropriate for the results delivered. The framework aligns executive reward with achievement of strategic objectives, the creation of value for shareholders and conforms with market practice for delivery of reward. The Board ensures that executive reward satisfies the following key criteria for good reward governance practices: • Competitiveness and reasonableness. • Acceptability to shareholders. Chairman fee Deputy Chairman fee Base Director fee Alternate Director fee First Committee Second Committee • Performance linkage / alignment of executive compensation. • Transparency. Executive pay $ 155,000 140,000 120,000 110,000 25,000 30,000 In consultation with external remuneration consultants, the Company has structured an executive remuneration framework that is market competitive and complimentary to the reward strategy of the organisation. Alignment to shareholders’ interests: • Has economic profit as a core component of plan design. • Focuses on sustained growth in shareholder wealth, consisting of dividends, growth in share price and delivering constant return on assets as well as focusing the executive on key non-financial drivers of value. • Attracts and retains high calibre executives. Alignment to program participants’ interests: • Rewards capability and experience. The executive pay and reward framework has five components: • Base pay and benefits • Short-term performance incentive • Deferred short-term incentive • Long-term incentive • Other remuneration such as superannuation There are no significant changes to the reward framework in the current year from the framework determined in May 2013, when the Board concluded a review of the carsales.com Short-term Incentive (“STI”) and Long-term Incentive (“LTI”) programs. The review was conducted with the assistance of remuneration consultant Hay Group. The objective of the Hay Group engagement was to critically evaluate the executive incentive program in particular the LTI program to ensure that its structure: • Reflects competitive reward for contribution to growth in • Supports the retention of Key Management Personnels (“KMP”). shareholder wealth. • Drives long-term Shareholder value creation. • Provides a clear structure for earning rewards. • Provides recognition for contribution to operational performance. • Aligns broadly with the expectations of Shareholders, while at the same time not hindering the strategic objectives of the Company. The framework provides a mix of fixed and variable pay along with a blend of short-term and long-term incentives. As executives gain seniority within the Group, the balance of this mix shifts to a higher proportion of ‘’at risk’’ rewards. The Board has established a remuneration and nomination committee which provides advice on remuneration, incentive policies and practices, as well as specific recommendations on remuneration packages and other terms of employment for the Managing Director, other senior executives and non-executive directors. As a result of this review the Board identified a number of enhancements to the Company’s remuneration framework outlined below including the introduction of a Deferred Short-term incentive (“DSTI”) structure. The objective of the DSTI is to more closely align executive remuneration to best practice, strengthen alignment to long-term shareholder interests and support the longer term retention of key executives. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 23 Base pay and benefits Structured as a total employment cost package which may be delivered as a combination of cash and prescribed non-financial benefits at the executives’ discretion. Executives are offered a competitive base pay that comprises the fixed component of pay and rewards. External remuneration consultants are engaged from time to time to provide analysis and advice to ensure base pay is set to reflect the market for a comparable role. Base pay for executives is reviewed annually to ensure the executive’s pay is competitive within the market. An executive’s pay is also reviewed on promotion. There are no guaranteed base pay increases included in any executive’s contract. Benefits Executives receive salary continuance insurance cover that is also provided to all other carsales employees. The policy is held with OnePath Life Ltd. Executives may structure their remuneration to include benefits such as car allowances. In addition, the Managing Director was provided with a paid travel benefit during the year. Superannuation Retirement benefits are provided via defined contributions to approved superannuation funds. Under current legislation carsales permits superannuation choice for all employees. The Company default superannuation fund is held with Asteron. Other retirement benefits may be provided directly by the Group if approved by shareholders. Short-term incentives (STI) Short-term incentives (STI) are paid to key executives in the form of an annual cash payment on the achievement of objectives as described below. Budgeted financial objectives are always set in the context of ensuring that the Company is mindful of expected consensus earnings. • • Project delivery (15 – 50% of On-target Earnings Value): The project objectives set involve the execution of pre-determined project targets the delivery which each key executive is responsible. Projects will include the deployment of new products, large business initiatives or market objectives. There is no ability for a key executive to earn more than the on-target KPI value in this section of the plan. People & culture (10 – 15% of On-target Earnings Value): carsales is a business that prides itself on having a highly engaged and motivated workforce with a strong sense of values, culture and passion for what it does. The people and culture section of the plan is designed to ensure that key management are incentivised to nurture and build on these principles and values. Each key executive has performance objectives which include: (a) Development and maintenance of succession plans (b) Salary and performance reviews being completed on a timely basis (c) Staff retention rates (d) Annual Employee Opinion Survey results performance There is no ability for a key executive to earn more than the on-target KPI value in this section of the plan. The Remuneration and Nomination Committee is responsible for assessing whether the KPIs are met and whether or not STIs will be paid. The STI payments may be adjusted up or down in line with under or over achievement against the target performance levels. This is at the discretion of the Remuneration and Nomination Committee. The review of STI targets and payments is conducted on an annual basis. The size of the STI opportunity available to each key executive is based on their accountabilities and impact of the role on the organisation or business unit(s) that they lead. Key executives that leave during the financial year are paid a pro- rata share of their STI entitlements unless their departure is under adverse conditions. The Remuneration and Nomination Committee regularly considers appropriate targets and key performance indicators (KPIs) to link the STI plan and the level of payout if targets are met. This includes setting any maximum payout under the STI plan and minimum levels of performance to trigger payment of an STI. The Committee may also make recommendations to the Board for discretionary STI payments in rare circumstances where an executive’s performance warrants it. The KPIs linked to STI plans contain 3 major components and within each component are a series of objectives: • Financial performance (50 – 75% of On-target Earnings Value): The financial objectives set against key executives relate to performance against the Board approved annual budget. The targets set in this component of the plan will normally relate to the achievement against: (a) Company Revenue (b) Company EBITDA Deferred Short-term Incentive (DSTI) Deferred Short-term Incentives (DSTI) are paid to key executives in the form of an annual award of performance rights on the achievement of the objectives outlined below and are not exercisable for a further 12 months. The size of the DSTI opportunity available to each executive, like the STI, is based on the accountabilities and impact of the executive role in the organisation. The vesting of a DSTI award is linked entirely to the achievement of an Earnings Per Share (EPS) objective that is set each year by the Board. The EPS target value established takes into consideration both the annual budget earnings objectives and market determined consensus earnings expectations. Further information is set out in the ‘Share-Based Compensation’ Section on page 30. (c) Business Revenue and EBITDA, where relevant. Long-term incentives (LTI) This section of the plan also enables the executive to earn up to an additional 75% of on-target earnings for over achievement against each of the above mentioned objectives. Long-term incentives are provided to certain employees via the carsales.com Ltd Employee Option Plan. Further information is set out in the ‘Share-Based Compensation’ Section on page 30. 24 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Group Performance The graph below shows the Group’s profitability (Revenue and EBIT) over the past five years. FY 2015 FY 2014 FY 2013 FY 2012 FY 2011 $149.6 $135.1 $311.8 $235.6 $215.1 $184.2 $152.5 $ Millions Revenue EBIT $117.6 $97.9 $81.1 The EBIT excludes the share of gains and losses from associates. The following table shows the relationship between remuneration of key management personnel and carsales.com Ltd’s performance: Profit for the year attributable to owners of carsales.com Ltd ($’000) 58,260 71,589 83,516 95,457 103,167 2011 2012 2013 2014 2015 Basic earnings per share (cents) Dividend payments ($’000) Dividend payout ratio (%) Increase/(decrease) in share price (%) Total KMP incentives as percentage of profit for the year (%) 25.0 30.6 35.5 40.2 43.2 41,346 51,035 75,086 72,009 80,284 71.0 (1.3) 4.2 71.3 27.7 4.4 89.9 57.2 3.4 75.4 15.5 3.8 81.4 (3.8) 3.0 Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 25 Details of remuneration Amounts of remuneration Key management personnel Details of the remuneration of directors, key management personnel of the Group (as defined in AASB 124 Related Party Disclosures) and specified executives of carsales.com Ltd and the carsales.com Ltd Group are set out in the following tables. The cash bonuses are dependent on the satisfaction of performance conditions as set out in the sections headed “Short-term incentives” and “Deferred Short-term incentives” above and payments against performance caps are set out below. LTIs are dependent on the satisfaction of EPS and employment conditions as set out in the section headed “Share-based payments” later in the report. All other elements of remuneration are not directly related to performance. The key management personnel of the Group are the Directors of carsales.com Ltd (see pages 20 - 21) and those key executives that report directly to the Managing Director being: Cameron McIntyre Chief Operating Officer Anthony Saines Director – Media & OEM Ajay Bhatia Paul Barlow Chris Polites Chief Product and Information Officer Director – International Director – Dealer The Group restructured the reporting structure of senior executives in the 2015 financial year resulting in the creation of the Executive Leadership Team comprising the 5 senior executives above, in addition to the Managing Director. This has resulted in a change to the FY15 key management personnel with Chris Polities being included and Damian Hardy being removed. Key management personnel have service agreements determining base salary, performance based cash bonuses and participation in the Company Employee Option Plan. They have no fixed employment terms and no special termination payment conditions. All agreements provide for dismissal due to gross misconduct. Remuneration is reviewed annually by the Remuneration and Nomination Committee. We’ve seen continued strong domestic revenue growth well supported by new business initiatives. The carsales Apple Watch app Launched in May, the carsales Apple Watch app short-listed for the Best Connected Device and Wearable Tech Award at the 2015 [app] design awards AUS. 26 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report G Roebuck C McIntyre A Bhatia A Saines P Barlow C Polites Managing Director Chief Operating Officer Chief Product and Information Officer Director – Media & OEM Director – International Director – Dealer Base Salary * 1,694,134 1,000,000 600,000 600,000 500,000 384,000 Participation in cash bonus plans Strategy Group STI plan Strategy Group STI plan Strategy Group STI plan Strategy Group STI plan Strategy Group STI plan Strategy Group STI plan Participation in DSTI plans Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Participation in LTI plans Termination notice period Non-compete period Performance Rights and Options Performance Rights and Options Performance Rights and Options Performance Rights and Options Performance Rights and Options Performance Rights and Options 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party 6 month by either party * Base Salary (including superannuation) as at 30 June 2015. Key management personnel received a salary increase on 1 July 2014. 2015 Short-term employee benefits Deferred short-term incentive Post- employment benefits Cash salary and fees Cash bonus Non- monetary benefits Performance rights Superannuation Long- term benefits Long service leave Share-based payments Options Performance rights Name $ Non-executive directors Wal Pisciotta 175,804 Richard Collins 182,172 Pat O’Sullivan 140,945 Kim Anderson 122,680 Jeffrey Browne 122,045 Steve Kloss (Alternate) Sub-total non-executive directors Executive director 90,417 834,063 $ - - - - - - - $ - - - - - - - Greg Roebuck 1,675,351 680,500 129,744 Other key management personnel and executives (Group) Cameron McIntyre 981,217 186,125 Anthony Saines 581,217 102,360 Ajay Bhatia 581,217 107,192 Paul Barlow 481,217 105,000 Chris Polites 365,217 107,850 - - - - - Total key management personnel compensation (Group) 5,499,499 1,289,027 129,744 $ - - - - - - - - - - - - - - $ - 17,306 13,390 11,655 - - 42,351 $ - - - - - - - $ - - - - - - - $ - - - - - - - Total $ 175,804 199,478 154,335 134,335 122,045 90,417 876,414 18,783 243,414 402,464 484,041 3,634,297 18,783 61,355 149,557 212,035 1,609,072 18,783 18,783 18,783 18,783 20,870 87,845 122,190 933,265 20,363 66,959 101,535 896,049 12,226 44,591 65,298 727,115 5,069 5,339 52,548 554,806 155,049 363,297 756,755 1,037,647 9,231,018 Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 27 2014 Name Short-term employee benefits Deferred short-term incentive Post- employment benefits Cash salary and fees $ Cash bonus $ Non- monetary benefits $ Performance rights $ Superannuation $ Long- term benefits Long service leave $ Share-based payments Options $ Performance rights $ Total $ Non-executive directors Wal Pisciotta 167,412 Richard Collins 127,154 Pat O’Sullivan 103,201 Ian Law 28,927 Kim Anderson 103,201 Jeffrey Browne 51,249 Steve Kloss (Alternate) Sub-total non-executive directors Executive director 51,250 632,394 - - - - - - - - - - - - - - - - - - - - - - - - - 11,762 9,546 2,676 9,546 - - 33,530 - - - - - - - - - - - - - - - - - - - - - - - - 167,412 138,916 112,747 31,603 112,747 51,249 51,250 665,924 Greg Roebuck 1,184,880 660,000 4,366 81,521 17,775 155,196 422,269 448,185 2,974,192 Other key management personnel and executives (Group) Cameron McIntyre 582,225 210,325 Damian Hardy 302,225 75,208 Anthony Saines 382,225 193,775 Ajay Bhatia 387,225 157,881 Paul Barlow 352,225 103,844 - - - - - 67,934 17,775 20,303 173,047 203,321 1,274,930 35,597 37,500 37,364 22,418 17,775 17,775 17,775 17,775 8,429 85,361 99,292 623,887 13,413 106,979 122,214 873,881 13,470 83,481 98,249 795,445 11,381 56,376 64,956 628,975 Total key management personnel compensation (Group) 3,823,399 1,401,033 4,366 282,334 140,180 222,192 927,513 1,036,217 7,837,234 28 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report STI & DSTI Payments (cash & performance right) achievement against on-target earning. Greg Roebuck Cameron McIntyre Anthony Saines Ajay Bhatia Paul Barlow Chris Polites Actual STI Payment Actual DSTI Payment $ % Paid % Forfeited 680,500 186,125 102,360 107,192 105,000 107,850 194% 124% 73% 143% 91% 108% 0% 0% 27% 0% 9% 0% $ - - - - - - % Paid % Forfeited 0% 0% 0% 0% 0% 0% 100% 100% 100% 100% 100% 100% STI & DSTI Payments (cash & performance rights) achievement against maximum entitlement All Key Management Personnel and Executives received grants which were less than their maximum potential STI & DSTI entitlements. The relative proportions of remuneration that are linked to performance and those that are fixed are as follows: Name Fixed remuneration At risk – STI At risk – DSTI At risk – LTI 2015 % 2014 % 2015 % 2014 % 2015 % 2014 % 2015 % 2014 % Directors of carsales.com Ltd Wal Pisciotta Greg Roebuck Richard Collins Pat O’Sullivan Ian Law* Kim Anderson Steve Kloss Jeffrey Browne Other key management personnel of the Group Cameron McIntyre Damian Hardy** Anthony Saines Ajay Bhatia Paul Barlow Chris Polites** 100 57 100 100 - 100 100 100 66 - 66 69 71 67 100 46 100 100 100 100 100 100 49 52 48 52 60 - - 19 - - - - - - 12 - 11 12 14 18 - 22 - - - - - - 16 12 22 20 17 - - - - - - - - - - - - - - - - 3 - - - - - - 5 6 4 5 4 - - 24 - - - - - - 22 - 23 19 15 15 - 29 - - - - - - 30 30 26 23 19 - * Ian Law retired as a Director on 30 September 2013. ** As set out above Chris Polites is considered a KMP for 2015, replacing Damian Hardy. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 29 Service agreements There are no service agreements between the Company and its non-executive directors. The Company’s constitution requires that director’s remuneration be determined at Annual General Meetings. There are no agreements to pay benefits to non-executive directors upon termination. Remuneration and other terms of employment for the Managing Director and key management personnel are formalised in service agreements. Unless otherwise stated each of these agreements provide for the provision of base salary and in some circumstances the provision of other benefits such as commissions, cash bonuses, car allowances and where eligible participation in the Company’s Employee Option Plan. None of the agreements provide for any payment of benefits upon termination of employment, other than for accrued employee benefits and statutory or contractual notice periods. Details of payments made under the agreements are shown earlier in this report. All executives have on-going terms of agreement with the Group. Agreements can be terminated on the basis of performance, long-term illness or otherwise by agreement. Employee Share Trust In July 2011 carsales.com Ltd established an Employee Share Trust (EST) to oversee the administration of all current and future share option and performance rights plans. The Trustee of the EST is Computershare Plan Manager Pty Ltd. As well as streamlining administration of the plans, the structure enables the Trustee to buy carsales.com Ltd shares on market, or issue new carsales shares for delivery to employees exercising vested share options or performance rights. The establishment of the EST does not have any negative change to the rights of employees in the various plans, or on Shareholders. Share-based compensation Options and performance rights Options and performance rights are granted under the carsales.com Ltd Employee Option Plan which was established via a prospectus lodged with ASIC in 2000. The Board of Directors determines who shall be invited to participate in the plan. Options and performance rights under this plan are issued for no cash consideration. Options and performance rights are issued subject to vesting rules and expiry periods. Options and performance rights vest on fixed dates provided that employment has not been terminated, and for senior executives, when EPS targets have been achieved. EPS targets relating to senior executive options and performance rights, together with the Company’s actual achievements are as follows: LTI Grant DSTI Grant Minimum Entitlement Maximum Entitlement Actual Achieved Vesting Date % payable EPS target % payable EPS target % payable Year ending 30 June 2013 Aug-15 50% 0.353 100% 0.380 74% Minimum and maximum EPS targets for the Options and Performance Rights were set for the period ending 30 June 2015 at the 2013 AGM on 26 October 2012, at a minimum aggregate growth rate over a three year period of 15.2% and a maximum aggregate growth rate over a three year period of 24.0%. EPS targets exclude any corporate activity associated with mergers and acquisitions, corporate or capital re-organisations. The actual EPS achieved for the LTI grant vesting in August 2015 of $0.366 per share is below the reported FY15 EPS of $0.432 per share principally as the LTI award excludes the income and incremental costs related to the iCar Asia, Webmotors, SKENCARSALES and Stratton acquisitions as these occurred after the LTI grant was awarded. Minimum Entitlement Maximum Entitlement Actual Achieved Vesting Date % payable EPS target % payable EPS target % payable Year ending 30 June 2015 Aug-16 50% 0.4424 100% 0.465 0% EPS 0.366 EPS 0.417 The exercise price of each option is fixed by the Board of Directors when the options and performance rights are issued. Amounts received on the exercise of options are recognised as share capital. The performance rights have a $0.00 exercise price and are converted to shares when all vesting conditions have been met. Options and performance rights granted under the plan carry no dividend or voting rights until vested. Senior executives who leave the Company have 30 days from their date of departure to exercise any vested options they may be holding unless such departure is under adverse conditions. In exceptional circumstances, and at the Board’s discretion, senior executives may be allowed to exercise unvested options in future periods when they vest. 30 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Alignment of Managing Director and senior executive employees Options and performance rights issued to the Managing Director contain the same terms, conditions and performance targets as those issued to senior executive employees. The Company has each year also used its Long-Term Incentive plan to issue options and performance rights to a select number of key staff members to support retention of talent. These awards are not linked to particular performance targets and vest three years from the grant date. The Deferred Short-Term Incentive (DSTI) program is only available to the Managing Director and senior executive employees. Since listing on the ASX in September 2009 the Board has reviewed a number of different incentive structures that align the terms and performance target methodologies with those of respected peers in our sector, as well as the interests of shareholders in ensuring management are incented to deliver high performance outcomes over the long-term. The Company has selected EPS to be the most appropriate target on which to apply its Long-Term Incentive and Deferred Short-Term Incentive programs. The rationale for this choice has historically been as a result of having only a small pool of relevant peers, being other ASX listed online businesses, and the lack of liquidity in the stock of both the Company until March 2011 and some appropriate peers. The Board continues to believe that EPS is the most appropriate measure that best aligns the interest of shareholders with those of management. The following award details are outlined for all unvested grants. Deferred Short-Term Incentive (DSTI) The vesting of performance rights is subject to the achievement of a financial year ending 30 June 2015 earnings per share target. The Board, in considering appropriate performance targets, believes EPS is the most effective measure in ensuring alignment with the interests of shareholders. The minimum and maximum EPS target for the performance rights to vest has been set by the Board. In considering the appropriate EPS target, the Board has used the historical earnings performance of the Company, forward looking market consensus earnings expectations and other internal forward looking plans as inputs for determining the appropriate objective. Performance Rights will not be capable of exercise if at the testing date the minimum targeted growth rate has not been achieved. 12,332 performance rights were issued to the Managing Director on 24 October 2014, with an exercise price of $0.00. These performance rights were approved by shareholders at the AGM held on 24 October 2014. In addition, 44,963 performance rights were issued to senior executives on 24th October 2014, with an exercise price of $0.00, and with the same conditions as those of the Managing Director. Performance Rights will be capable of exercise if at the testing date the EPS target has been achieved or exceeded as follows; • • If the EPS achieved is equal to the minimum target, 50% of the performance rights will be capable of exercise. If the EPS achieved is between the minimum and maximum targets, vested performance rights will be capable of exercise on a pro-rata basis between 50% and 100%. • If the EPS achieved is equal to or exceeds the maximum target, 100% of the performance rights will be capable of exercise. The performance conditions applying to the Performance Rights will be tested at 30 June 2015. Subject to the performance conditions being satisfied, performance rights may be exercised after the Board releases the 2015 Annual Report to the ASX. FY2013 Award (Issue date 26 October 2012 Managing Director, and senior executive employees) 198,603 options and 69,640 performance rights were issued to the Managing Director on 26 October 2012, with an exercise price of $5.93 for employee share options and $0.00 for performance rights. These options were approved by shareholders at the AGM held on 26 October 2012. In addition, 346,406 options and 121,466 performance rights were issued to senior executives on 26 October 2012, with an exercise price of $5.93 for employee share options and $0.00 for performance rights, and with the same conditions as those of the Managing Director. Subject to the performance conditions being satisfied, options and performance rights may, unless otherwise waived by the Board, be exercised as follows: • 40% with a testing date 30 June 2014 (Year 2), exercisable after the Board releases the 2014 Annual Report to the ASX. • 60% with a testing date 30 June 2015 (Year 3), exercisable after the Board releases the 2015 Annual Report to the ASX. Attributable options and performance rights which have not achieved the EPS target on the applicable testing date: • in Year 2, will be carried forward in aggregate to the testing date for Year 3, • in Year 3, will lapse. Minimum and maximum EPS targets for the options and performance rights have been set for each of the 2 years of the vesting period. The target for the third year, namely the period ending 30 June 2015, has been set at a minimum aggregate growth rate over the three year period of 15.2% and a maximum aggregate growth rate over the three year period of 24.0%. Options and performance rights will be capable of exercise in tranches if, at the relevant testing date, the EPS target for the relevant period has been achieved or exceeded as follows: • • • If the EPS achieved is equal to the minimum target, 50% of the vested options and performance rights will be capable of exercise. If the EPS achieved is equal to or exceeds the maximum target, 100% of the vested options and performance rights will be capable of exercise. If the EPS achieved is between the minimum and maximum targets, vested options and performance rights will be capable of exercise on a pro-rata basis between 50% and 100%. 182,863 options and 66,117 performance rights were issued to several other select employees on the 26th October 2012. The expiry date of this award is five years from the grant date. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 31 FY2014 Award (Issue date 25 October 2013 Managing Director and senior executive employees) FY2015 Award (Issue date 24 October 2014 Managing Director and senior executive employees) 134,213 options and 50,874 performance rights were issued to the Managing Director on 25 October 2013, with an exercise price of $9.10 for employee share options and $0.00 for performance rights. These options were approved by shareholders at the AGM held on 25 October 2013. 204,063 options and 55,603 performance rights were issued to the Managing Director on 24 October 2014, with an exercise price of $10.71 for employee share options and $0.00 for performance rights. These options were approved by shareholders at the AGM held on 24 October 2014. In addition, 168,404 options and 63,835 performance rights were issued to senior executives on 25th October 2013, with an exercise price of $9.10 for employee share options and $0.00 for performance rights, and with the same conditions as those of the Managing Director. In addition, 385,604 options and 94,821 performance rights were issued to senior executives on 24th October 2014, with an exercise price of $10.71 for employee share options and $0.00 for performance rights, and with the same conditions as those of the Managing Director. The vesting of the options and performance rights issued are subject to the achievement of an EPS target with a testing date of 30 June 2016 and are exercisable after the Board releases the 2016 Annual Report to the ASX. The vesting of the options and performance rights issued are subject to the achievement of an EPS target with a testing date of 30 June 2017 and are exercisable after the Board releases the 2017 Annual Report to the ASX. The minimum and maximum EPS target for the Options and Performance Rights have been set by the Board. In considering the appropriate EPS target, the Board has used the historical earnings performance of the Company, forward looking market consensus earnings expectations and other internal forward looking plans as inputs for determining the appropriate objective. The minimum and maximum EPS target for the Options and Performance Rights have been set by the Board. In considering the appropriate EPS target, the Board has used the historical earnings performance of the Company, forward looking market consensus earnings expectations and other internal forward looking plans as inputs for determining the appropriate objective. The minimum EPS target required for any of the awarded Options and Performance Rights to vest is a target that will require the Company to achieve an EPS value that will reflect double digit compound annual growth rate (“CAGR”) in EPS between the baseline year ending 30 June 2013 and the testing year ending 30 June 2016. The minimum EPS target required for any of the awarded Options and Performance Rights to vest is a target that will require the Company to achieve an EPS value that will reflect double digit compound annual growth rate (“CAGR”) in EPS between the baseline year ending 30 June 2014 and the testing year ending 30 June 2017. The Company will publish in the FY2016 Annual Report the minimum and maximum EPS target that was applicable to the grant, along with the actual EPS achieved by the Company in that relevant year. The Company will publish in the FY2017 Annual Report the minimum and maximum EPS target that was applicable to the grant, along with the actual EPS achieved by the Company in that relevant year. Options and performance rights will be capable of exercise, at the relevant testing date, the EPS target for the relevant period has been achieved or exceeded as follows: Options and performance rights will be capable of exercise, at the relevant testing date, the EPS target for the relevant period has been achieved or exceeded as follows: • • • If the EPS achieved is equal to the minimum target, 50% of the vested options and performance rights will be capable of exercise. If the EPS achieved is equal to or exceeds the maximum target, 100% of the vested options and performance rights will be capable of exercise. If the EPS achieved is between the minimum and maximum targets, vested options and performance rights will be capable of exercise on a pro-rata basis between 50% and 100%. • • • If the EPS achieved is equal to the minimum target, 50% of the vested options and performance rights will be capable of exercise. If the EPS achieved is equal to or exceeds the maximum target, 100% of the vested options and performance rights will be capable of exercise. If the EPS achieved is between the minimum and maximum targets, vested options and performance rights will be capable of exercise on a pro-rata basis between 50% and 100%. 105,456 options and 82,331 performance rights were issued to several other select employees on the 25th October 2013. 71,222 options and 17,536 performance rights were issued to several other select employees on the 24th October 2014. The expiry date of this award is five years from the grant date. The expiry date of this award is five years from the grant date. 32 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report The terms and conditions of each grant of options and performance rights affecting remuneration in the current or a future reporting period are as follows: Grant date Date exercisable Expiry date Exercise price Value at grant date % Vested Performance achieved October 2010 August 2013 October 2015 October 2010 October 2013 October 2015 October 2011 August 2012 October 2016 October 2011 August 2013 October 2016 October 2011 August 2014 October 2016 October 2011 August 2013 October 2016 October 2011 August 2014 October 2016 October 2012 August 2014 October 2017 October 2012 August 2015 October 2017 October 2012 August 2014 October 2017 October 2012 August 2015 October 2017 October 2013 August 2015 October 2018 October 2013 August 2016 October 2018 October 2013 August 2016 October 2018 October 2014 August 2017 October 2019 October 2014 August 2016 October 2019 October 2014 August 2017 October 2019 $4.90 $4.90 $4.69 $4.69 $4.69 $0.00 $0.00 $5.93 $5.93 $0.00 $0.00 $0.00 $9.10 $0.00 $10.71 $0.00 $0.00 $1.32 $1.44 $0.96 $1.10 $1.19 $4.54 $4.36 $2.33 $2.43 $6.96 $6.73 $10.58 $3.91 $10.32 $2.36 $9.41 $9.12 100 100 100 100 100 100 100 100 75% 100% 100% 75% N/A N/A N/A N/A N/A Yes Yes Yes Yes Yes Yes Yes Yes Part Yes Yes Part To be determined To be determined To be determined To be determined To be determined $0.00 exercise price represents performance rights. When exercisable, each option is convertible into one ordinary share upon payment of the exercise price by the option holder, provided that the option holder complies with the rules of the carsales.com Ltd Employee Option Plan. Performance rights will automatically be converted to one ordinary share upon the vesting date provided the holder complies with the rules of carsales.com Ltd Employee Option Plan. Options and performance rights not exercised expire where (a) the expiry date applicable to the option or performance right is reached, (b) 30 days post the employee ceasing to be employed by carsales.com Ltd or their employment is terminated, (c) where EPS vesting conditions are not met, or (d) where there has been a special circumstance, then within 90 days after that special circumstance has occurred or as specified by the Board. Details of options and performance rights granted over ordinary shares in the Company provided as remuneration to each director of carsales.com Ltd and each of the key management personnel of the Parent Entity and the Group are set out below. Further information on the options and performance rights is set out in Note 24 to the financial statements. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 33 Name Executive director Greg Roebuck Other Key management personnel and executives (Group) Cameron McIntyre Anthony Saines Ajay Bhatia Paul Barlow Chris Polites Number of options granted during the year 2015 Number of performance rights granted during the year 2015 $ Value of options at grant date 2015 $ Value of performance rights at grant date 2015 Number of options and performance rights vested during the year 2015 204,063 67,935 481,815 623,233 312,646 77,902 44,515 33,387 22,258 18,363 29,812 16,829 14,067 8,988 7,444 183,935 274,997 152,730 105,105 155,199 95,456 78,830 129,999 52,554 43,357 82,996 68,744 70,216 50,019 27,489 Shares provided on exercise of remuneration options and performance rights Details of ordinary shares in the Company provided as a result of the exercise of options by each director of carsales.com Ltd and other key management personnel of the Group are set out below. Name Directors of carsales.com Ltd Greg Roebuck Other key management personnel and executives of the Group Cameron McIntyre Anthony Saines Ajay Bhatia Paul Barlow Chris Polites Date of exercise of options and performance rights Number of ordinary shares issued on exercise of options and performance rights during the year Value at exercise date * August 2014 March 2015 August 2014 August 2014 August 2014 August 2014 June 2015 August 2014 70,642 471,034 152,730 95,456 70,216 11,275 38,744 6,313 786,245 2,554,477 1,102,504 689,061 505,466 125,491 201,870 70,264 * The value at the exercise date of options and performance rights that were granted as part of remuneration and were exercised during the year has been determined as the intrinsic value of the options and performance rights at that date. The amounts paid per ordinary share by each director and other key management personnel on the exercise of options and performance rights at the date of exercise were as follows: Exercise date Amount paid per share August 2014 August 2014 August 2014 March 2015 June 2015 June 2015 $0.00 $4.69 $5.93 $4.69 $4.69 $5.93 No amounts are unpaid on any shares issued on the exercise of option. Additional information Details of remuneration: Share-based compensation benefits For each grant of options and performance rights, the percentage of the available grant that vested, in the financial year, and the percentage that was forfeited because the person did not meet the service and performance criteria is set out below. The vesting periods for options and performance rights are detailed above. No options and performance rights will vest if the conditions are not satisfied, hence the minimum value of the options and performance rights yet to vest is nil. The value of the options and performance rights yet to vest has been determined as the amount of the grant date fair value of the options and performance rights that is yet to be expensed. 34 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Name Greg Roebuck Cameron McIntyre Anthony Saines Ajay Bhatia Paul Barlow Chris Polites Share-based compensation benefits (options and performance rights) Financial year granted Vested % Forfeited % Financial years in which grant may vest Minimum total value of grant yet to vest $ Maximum total value of grant yet to vest $ 2012 2013 2013 2014 2014 2015 2015 2012 2013 2013 2014 2014 2015 2015 2012 2013 2013 2014 2014 2015 2015 2012 2013 2013 2014 2014 2015 2015 2012 2013 2013 2014 2014 2015 2015 2012 2013 2013 2014 2014 2015 2015 100 100 - - - - - 100 100 - - - - - 100 100 - - - - - 100 100 - - - - - 100 100 - - - - - 100 100 - - - - - - - 26 26 - - - - - 26 26 - - - - - 26 26 - - - - - 26 26 - - - - - 26 26 - - - - - 26 26 - - - 2016* 2016* 2017* 2017* 2018* 2016* 2016* 2017* 2017* 2018* 2016* 2016* 2017* 2017* 2018* 2016* 2016* 2017* 2017* 2018* 2016* 2016* 2017* 2017* 2018* 2016* 2016* 2017* 2017* 2018* - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 25,148 5,563 432,352 73,845 756,300 - - 10,588 4,637 144,118 63,635 274,479 - - 6,618 2,538 82,351 35,126 156,845 - - 5,294 2,550 61,765 35,000 117,633 - - 3,468 1,530 41,175 21,000 78,420 - - 2,648 1,275 33,969 17,497 64,698 *Vesting is contingent upon board approval. Options are exercisable after the Board release the results to ASX in August each year. Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 35 The following tables show the number of: (i) Option holdings and performance rights The numbers of options and performance rights over ordinary shares in the Company held during the financial year by each director of carsales. com Ltd and other key management personnel of the Company, including their personally related parties, are set out below. 2015 Name Granted as compensation (including performance rights) Balance at start of the year Directors of carsales.com Ltd Exercised Forfeited Balance at end of the year Vested and exercisable Unvested Wal Pisciotta Richard Collins - - - - - - - - - - - - - - Greg Roebuck 979,059 271,998 (541,676) (45,425) 663,956 81,487 582,469 Pat O’Sullivan Steve Kloss (Alternate) Kim Anderson - - - - - - - - - - - - - - - Other key management personnel of the Group Cameron McIntyre 291,023 107,714 (152,730) (21,418) 224,589 Anthony Saines Ajay Bhatia Paul Barlow Chris Polites 177,893 135,428 92,755 61,416 61,344 47,454 31,246 25,807 (95,456) (13,048) 130,733 (70,216) (10,941) 101,725 (50,019) (6,313) (7,026) (5,470) 66,956 75,440 - - - - - - - 21,176 - - - 224,589 130,733 101,725 66,956 54,264 (ii) Share holdings The numbers of shares in the Company held during the financial year by each director of carsales.com Ltd and other key management personnel of the Group, including their personally related parties, are set out below. There were no shares granted during the reporting period as compensation. Balance at the start of the year Received during the year on the exercise of options Other changes during the year Balance at end of the year 2015 Name Directors of carsales.com Ltd Ordinary shares Wal Pisciotta Richard Collins Greg Roebuck Steve Kloss (Alternate) Kim Anderson Pat O’Sullivan Jeffrey Browne - - - 11,526 541,676 (727,500) 14,770,700 991,750 5,038,505 2,774,500 10,000 5,376 - - - - - 14,770,700 1,003,276 4,852,681 2,774,500 10,000 7,350 13,650 366,019 37,001 3,000 63,264 6,313 - - 1,974 13,650 (10,360) (73,939) (70,287) (19,210) - Other key management personnel of the Group Ordinary shares Cameron McIntyre Anthony Saines Ajay Bhatia Paul Barlow Chris Polites 223,649 152,730 15,484 3,071 32,455 - 95,456 70,216 50,019 6,313 36 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Other transactions with key management personnel (i) Directors of carsales.com Ltd W Pisciotta is a director and shareholder of Pentana, which entered into a relationship agreement with carsales.com Ltd in 2010 for the supply of data and services. Under the contract, Pentana supplies data for the exclusive use of carsales.com Ltd in return for a fixed annual payment, plus a percentage of revenues generated through Pentana Solutions. This was re-signed with a 2-year term from March 2015. R Collins is a shareholder of automotive dealerships which utilised the Group’s services under terms and conditions no more favourable than dealing with other customers at arm’s length in the same circumstances. Shares under option and performance rights Unissued ordinary shares of carsales.com Ltd under option at the date of this report are as follows: Date options granted Expiry date Issue price of shares Number under options Number under performance rights Oct-2010 Mar-2011 Oct-2011 Mar-2012 Oct-2012 Oct-2012 Oct-2013 Oct-2013 Oct-2014 Oct-2014 Oct-2015 Oct-2015 Oct-2016 Oct-2016 Oct-2017 Oct-2017 Oct-2018 Oct-2018 Oct-2019 Oct-2019 $4.90 $4.90 $4.69 $4.69 $5.93 $0.00 $9.10 $0.00 $10.71 $0.00 25,000 45,000 33,662 69,244 482,823 394,759 657,376 1,707,864 136,196 172,179 224,523 532,898 No option or performance rights holder has any right under the options or performance rights to participate in any other share issue of the Company. No options or performance rights have been issued post 30 June 2015. Shares issued on the exercise of options and performance rights The following ordinary shares of carsales.com Ltd were issued during the year ended 30 June 2015 on the exercise of options granted under the carsales.com Ltd Employee Option Plan. No amounts are unpaid on any of the shares. Date options and performance rights exercised Issue price of shares Number of shares issued Aug-2014 Aug-2014 Oct-2014 Oct-2014 Nov-2014 Dec-2014 Mar-2015 May-2015 Jun-2015 $0.00 $2.00 – $5.93 $0.00 $1.75 – $4.69 $4.69 – $4.90 $4.69 – $5.93 $4.69 – $5.93 $4.69 $4.69 – $5.93 208,613 337,408 52,379 37,952 38,275 51,874 576,057 5,172 38,744 1,346,474 Directors’ report carsales.com Limited – Annual Report – 30 June 2015 | 37 Insurance of officers Auditor’s independence declaration During the financial year, carsales.com Ltd paid a premium to insure the directors and officers of the Company and its Australian-based controlled entities. The contract of insurance prohibits disclosure of the nature of the liability and the amount of the premium. Indemnification of directors and officers All current directors and officers are indemnified under a deed of indemnity, insurance and access. Non-audit services The Company may decide to employ the auditor on assignments additional to their statutory audit duties where the auditor’s expertise and experience with the Company are important. Details of the amounts paid or payable to the auditor (PwC) for non- audit services provided during the year are set out below. The Board of Directors has considered the position and, in accordance with advice received from the Audit and Risk Management Committee, is satisfied that the provision of the non-audit services is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The Directors are satisfied that the provision of non-audit services by the auditor, as set out below, did not compromise the auditor independence requirements of the Corporations Act 2001 for the following reasons: • all non-audit services have been reviewed by the Audit and Risk Management Committee to ensure they do not impact the impartiality and objectivity of the auditor. • none of the services undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants. During the year the following fees were paid or payable for non- audit services provided by the auditor of the parent entity, its related practices and non-related audit firms: Consolidated 2015 $ 2014 $ A copy of the auditor’s independence declaration as required under section 307C of the Corporations Act 2001 is set out on page 39. Rounding of amounts The Company is of a kind referred to in Class Order 98/100, issued by the Australian Securities and Investments Commission, relating to the ‘rounding off’ of amounts in the Director’s Report. Amounts in the Director’s Report have been rounded off in accordance with that Class Order to the nearest thousand dollars, or in certain cases, to the nearest dollar. Auditor PwC continues in office in accordance with section 327 of the Corporations Act 2001. Corporate governance report As allowed under the ASX Corporate Governance Principles and Recommendations (Third Edition) the Company has included its report on compliance with the principles in the year to 30 June 2015 in the Corporate Governance section of the Investor Centre on the carsales website. The full report can be found at the following URL: http:// shareholder.carsales.com.au/Investor-Centre/?page=Corporate- Governance This report is made in accordance with a resolution of directors. Wal Pisciotta Chairman Other assurance services PwC Australian firm Controls assurance services 25,028 - Due diligence services 241,879 165,543 Total remuneration for other assurance services 266,907 165,543 Greg Roebuck Managing Director and CEO Sydney 11 August 2015 Taxation services PwC Australian firm Tax compliance services 77,000 64,439 Tax consulting and tax advice on acquisitions 84,264 61,880 Total remuneration for taxation services 161,264 126,319 Other advisory services Due diligence fees paid to PricewaterhouseCoopers network firms Other services - 91,755 8,000 - Total remuneration for non-audit services 436,171 383,617 38 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ report Auditor’s Independence Declaration As lead auditor for the audit of carsales.com Ltd for the year ended 30 June 2015, I declare that to the best of my knowledge and belief, there have been: a) no contraventions of the auditor independence requirements of the Corporations Act 2001 in relation to the audit; and b) no contraventions of any applicable code of professional conduct in relation to the audit. This declaration is in respect of carsales.com Ltd and the entities it controlled during the period. Anton Linschoten Partner PricewaterhouseCoopers Melbourne 11 August 2015 PricewaterhouseCoopers, ABN 52 780 433 757 Freshwater Place, 2 Southbank Boulevard, SOUTHBANK VIC 3006, GPO Box 1331, MELBOURNE VIC 3001 T: 61 3 8603 1000, F: 61 3 8603 1999, www.pwc.com.au Liability limited by a scheme approved under Professional Standards Legislation. 41 carsales.com Limited – Annual Report – 30 June 2015 | 39 Financial report 40 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Ltd ABN 91 074 444 018 Annual report – 30 June 2015 Contents Financial statements Consolidated statement of comprehensive income Consolidated statement of financial position Consolidated statement of changes in equity Consolidated statement of cash flows About this report Notes to the financial statements Basis of preparation Page 42 43 44 45 46 47 Key performance Capital and financial risk management Other assets and liabilities Group structure Other 1. Segment information 7. Capital risk management 14. Receivables 19. Interest in other entities 23. Remuneration of auditors 2. Revenue 8. Cash 15. Property, plant and equipment 20. Business combination 24. Share based payments 3. Expenses 9. Borrowings 16. Intangible assets 21. Related party transactions 25. Parent entity financial information 4. Income tax 10. Contributed equity 17. Other liabilities 22. Deed of cross guarantee 5. Reconciliation of profit to 11. Reserves and retained cash flow earnings 18. Commitments 6. Earnings per share 12. Dividends 13. Financial risk management 26. Other accounting policies 27. Events occurring after the reporting period Signed reports Directors’ declaration Independent auditor’s report to the members ASX information 83 87 carsales.com Limited – Annual Report – 30 June 2015 | 41 Consolidated statement of comprehensive income For the year ended 30 June 2015 Revenue from continuing operations Sale of goods and services Revenue from continuing operations Expenses Cost of sale of goods Sales and marketing expenses Operations and administration Service development and maintenance Earnings before interest, taxes, depreciation and amortisation Depreciation and amortisation expense Finance income Finance costs Share of net profit/(loss) from associates accounted for using the equity method Gain on associate dilution Profit before income tax Income tax expense Profit from continuing operations Other comprehensive income Items that may be reclassified to profit or loss: Notes 2 9 9 19(c) 19(c) 4 2015 $’000 311,756 311,756 (28,485) (86,855) (19,836) (22,242) 154,338 (4,689) 688 (9,204) 4,926 3,447 149,506 (42,339) 107,167 Exchange differences on translation of foreign operations 11(a) 2,212 Total comprehensive income for the year Profit is attributable to: Owners of carsales.com Ltd Non-controlling interests Total comprehensive income for the year is attributable to: Owners of carsales.com Ltd Non-controlling interests Earnings per share based on profit from continuing operations, attributable to the ordinary equity holders of the parent entity: Basic earnings per share Diluted earnings per share 109,379 103,167 4,000 107,167 105,379 19(b) 4,000 109,379 Cents 43.2 42.9 6 6 The above consolidated statement of comprehensive income should be read in conjunction with the accompanying notes. 2014 $’000 235,603 235,603 (2,461) (56,564) (18,151) (20,017) 138,410 (3,309) 474 (3,388) 3,434 - 135,621 (39,349) 96,272 (1,047) 95,225 95,457 815 96,272 94,410 815 95,225 Cents 40.2 40.0 42 | carsales.com Limited – Annual Report – 30 June 2015 Consolidated statement of financial position As at 30 June 2015 ASSETS Current assets Cash and cash equivalents Trade and other receivables Inventories Total current assets Non-current assets Notes 2015 $’000 2014 $’000 8 14 26,823 39,176 1,870 67,869 26,042 35,384 - 61,426 Investments accounted for using the equity method 19(c) 257,251 240,426 Property, plant and equipment Deferred tax assets Intangible assets Total non-current assets Total assets LIABILITIES Current liabilities Payables Borrowings Current tax liabilities Provisions Deferred revenue Total current liabilities Non-current liabilities Borrowings Provisions Total non-current liabilities Total liabilities Net assets EQUITY Contributed equity Reserves Retained earnings Non-controlling interests Total equity 15 4 16 17 9 17 17 9 17 10 11(a) 11(b) 5,949 5,171 155,948 424,319 492,188 4,402 5,916 92,269 343,013 404,439 33,552 22,740 1,876 2,237 5,412 5,940 9,842 9,349 3,818 5,535 49,017 51,284 212,493 1,165 213,658 262,675 229,513 91,905 21,471 113,829 2,308 229,513 164,841 938 165,779 217,063 187,376 77,603 17,695 90,946 1,132 187,376 The above consolidated statement of financial position should be read in conjunction with the accompanying notes. carsales.com Limited – Annual Report – 30 June 2015 | 43 Consolidated statement of changes in equity For the year ended 30 June 2015 Attributable to owners of carsales.com Ltd Contributed equity $’000 Other reserves $’000 Retained earnings $’000 Notes Non- controlling interest $’000 Balance at 1 July 2013 Profit for the year Exchange differences on translation of foreign operations Total comprehensive income for the year Transactions with owners in their capacity as owners: 70,104 14,908 67,498 - - - - 95,457 (1,047) - (1,047) 95,457 Contributions of equity upon exercise of employee share options 10(b) 7,499 Non-controlling interest on acquisition of subsidiary Dividends paid to members of the parent 12 Increase in share-based payment reserve inclusive of tax - - - - - - - - (72,009) 3,834 - Total equity $’000 152,510 96,272 (1,047) 95,225 7,499 317 (72,009) 3,834 187,376 107,167 - 815 - 815 - 317 - - 1,132 4,000 Balance at 30 June 2014 Profit for the year Exchange differences on translation of foreign operations Total comprehensive income for the year Transactions with owners in their capacity as owners: Contributions of equity upon exercise of employee share options 10(b) 5,252 Non-controlling interest on acquisition of subsidiary - Dividends paid to members of the parent 12 9,050 Dividends paid to non-controlling interest Increase in share-based payment reserve inclusive of tax - - 77,603 17,695 90,946 - 103,167 - - - 2,212 2,212 - - - - 1,564 - - 2,212 103,167 4,000 109,379 - - - 5,252 (1,119) (1,119) (80,284) - (71,234) - - (1,705) (1,705) - 1,564 Balance at 30 June 2015 91,905 21,471 113,829 2,308 229,513 The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes. 44 | carsales.com Limited – Annual Report – 30 June 2015 Net cash inflow from operating activities 5 Consolidated statement of cash flows For the year ended 30 June 2015 Cash flows from operating activities Receipts from customers (incl GST) Payments to suppliers and employees (incl GST) Income taxes paid Cash flows from investing activities Investment in subsidiaries (net of cash acquired) Investment in associates Payments for property, plant and equipment Proceeds from disposal of other assets Dividends received from associates Interest received Payments for intangible assets Net cash (outflow) from investing activities Cash flows from financing activities Proceeds from issues of shares and other equity securities Proceeds from borrowings Repayment of borrowings Interest paid Dividends paid to non-controlling interests Dividends paid to company shareholders Loan arrangement fees paid Net cash inflow/(outflow) from financing activities Net increase in cash and cash equivalents Cash and cash equivalents at the beginning of the financial year Cash and cash equivalents at end of year 8 The above consolidated statement of cash flows should be read in conjunction with the accompanying notes. Notes 2015 $’000 2014 $’000 338,458 (185,770) (50,879) 101,809 (55,751) (10,042) (676) - 4,153 688 (1,065) (62,693) 5,252 80,080 (41,035) (8,843) (1,705) 254,341 (118,734) (34,323) 101,284 (8,400) (133,897) (948) 1 665 474 (860) (142,965) 7,499 183,500 (63,342) (3,065) - (850) (38,335) 781 26,042 26,823 - 52,583 10,902 15,140 26,042 12 (71,234) (72,009) carsales.com Limited – Annual Report – 30 June 2015 | 45 About this report This financial report covers the consolidated financial statement of the consolidated entity consisting of carsales.com Ltd, its subsidiaries and investments in associates. The financial report is presented in the Australian currency. carsales.com Ltd is a company limited by shares, incorporated and domiciled in Australia. Its registered office and principal place of business is: carsales.com Ltd Level 4, 449 Punt Road Richmond Vic 3121 A description of the nature of the consolidated entity’s operations and its principle activities is included in the Chairman’s Update to shareholders on page 7, the Managing Director’s Update on page 11, and in the Directors’ Reports on page 15-38, each of which are not part of this financial report. The financial report was authorised for issue by the directors on 11 August 2015. The directors have the power to amend and reissue the financial report. Through the use of the internet, we have ensured that our corporate reporting is timely and complete. All press releases, financial reports and other information are available at our shareholder’s centre on our website: www.carsales.com.au For queries in relation to our reporting please call +61 (3) 9093 8600. These financial statements have been prepared on a streamlined basis where key information is grouped together for ease of understanding and readability. The notes include information which is required to understand the financial statements and is material and relevant to the operations, financial position and performance of the Group. Information is considered material and relevant if, for example: Navigating this report The notes are organised into the following sections: • Key performance: provides a breakdown of the key individual line items in the financial statements that the directors consider most relevant to understanding performance and shareholder returns for the year and summarises the accounting policies, judgements and estimates relevant to understanding these line items; • Capital and Financial Risk Management: provides information about the capital management practices of the Group, the Group’s exposure and management of various financial risks and explains how these affect the Group’s financial position and performance; • Other assets and liabilities: Provides information on other balance sheet assets and liabilities that do not materially affect performance or give rise to material financial risk; • Group structure: explains aspects of the group structure, such as our portfolio of associate accounted investments and acquisitions and how these have affected the financial position and performance of the Group; and • Other: provides information on items which require disclosure to comply with Australian Accounting Standards and other regulatory pronouncements however, are not considered critical in understanding the financial performance or position of the Group. Significant and other accounting policies that summarise the measurement basis used and presentation policies and are relevant to an understanding of the financial statements are provided throughout the notes to the financial statements. Key reporting highlights Notes containing information relevant to understanding significant changes to the Group’s affairs and performance in the current year are as follows: • • • • the amount in question is significant because of its size or nature; • The Group recorded record revenue and EBITDA – Note 1; it is important for understanding the results of the Group; it helps to explain the impact of significant changes in the Group’s business – for example, acquisitions; or • 50.1% of Stratton Finance Pty Ltd was acquired during the year – Note 20; • The Group entered into a 5-year $325m syndicated borrowing it relates to an aspect of the Group’s operations that is important to its future performance. facility to support future growth – Note 9; • Full year dividend proposed – Note 12. Key estimates and judgements The preparation of financial statements in conformity with AIFRS requires the use of certain critical accounting estimates. It also requires management to exercise its judgement in the process of applying the Group’s accounting policies. The areas involving a higher degree of judgement or complexity, or areas where assumptions and estimates are significant to the financial statements, are set out below: • Goodwill impairment testing – Note 16(a); • Valuation of share based payments – Note 24. 46 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements Basis of preparation These general purpose financial statements have been prepared in accordance with Australian Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Urgent Issues Group Interpretations and the Corporations Act 2001. carsales.com Ltd is a for-profit entity for the purpose of preparing the financial statements. (i) Compliance with International Financial Reporting Standards The financial report of carsales.com Ltd complies with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB). (ii) Historical cost convention These financial statements have been prepared under the historical cost convention. (iii) Financial statement presentation The accounting policies adopted are consistent with those of the previous financial year except as set out in the “New accounting standards and interpretation” section below and as follows: Interest received in the consolidated statement of comprehensive income has been reclassified from revenue to be presented adjacent to finance costs for the 12 months to 30 June 2014 consistent with the presentation adopted for the year to 30 June 2015 as this better reflects the management of interest income and expenses as a net expense to the Group. The interest received and paid in the consolidated statement of cash flows has been reclassified for the 12 months to 30 June 2014 to present interest received under ‘Cash flows from investing activities’ and interest paid under ‘Cash flows from financing activities’ consistent with the 12 months to 30 June 2015 as management believes this better reflects the nature of the interest cash flows. The classification of expenses in the FY14 year has been restated to match the classification adopted for the FY15 year for comparability purposes. This principally reflects the split out of cost of sale of goods and a reclassification of costs from sales and marketing expenses to service development and maintenance to reflect an internal headcount restructuring made in FY15 where staff are better considered as development heads. (iv) Going concern The financial statements have been prepared on a going concern basis. Basis of consolidation The consolidated financial statements incorporate the assets and liabilities of all subsidiaries of carsales.com Ltd (‘’Company’’ or ‘’parent entity’’) as at 30 June 2015 and the results of all subsidiaries for the year then ended. carsales.com Ltd and its subsidiaries together are referred to in this financial report as the Group or the Consolidated Entity. Foreign currency translation (i) Functional and presentation currency Items included in the financial statements of each of the Group’s entities are measured using the currency of the primary economic environment in which the entity operates (‘the functional currency’). The consolidated financial statements are presented in Australian dollars, which is carsales.com Ltd’s functional and presentation currency. (ii) Transactions and balances Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the consolidated statement of comprehensive income. (iii) Group companies The results and financial position of foreign operations (none of which has the currency of a hyperinflationary economy) that have a functional currency different from the presentation currency are translated into the presentation currency as follows: • Assets and liabilities for each consolidated statement of financial position presented are translated at the closing rate at the date of that balance sheet. • Income and expenses for each consolidated statement of comprehensive income are translated at average exchange rates (unless this is not a reasonable approximation of the cumulative effect of the rates prevailing on the transaction dates, in which case income and expenses are translated at the dates of the transactions). • All resulting exchange differences are recognised as a separate component of equity. On consolidation, exchange differences arising from the translation of any net investment in foreign entities, and of borrowings are taken to other comprehensive income. When a foreign operation is sold or any borrowings forming part of the net investment are repaid, a proportionate share of such exchange differences are recognised in the consolidated statement of comprehensive income, as part of the gain or loss on sale where applicable. Goodwill and fair value adjustments arising on the acquisition of a foreign operation are treated as assets and liabilities of the foreign operation and translated at the closing rate. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 47 Goods and Services Tax (GST) New accounting standards and interpretations Revenues, expenses and assets are recognised net of the amount of associated GST, unless the GST incurred is not recoverable from the tax authority. In this case it is recognised as part of the cost of acquisition of the asset or as part of the expense. Certain new accounting standards and interpretations have been published that are mandatory for 30 June 2015 reporting periods and have been adopted by the Group. The Group’s assessment of the impact of these new standards and interpretations is set out below. Receivables and payables are stated inclusive of the amount of GST receivable or payable. The net amount of GST recoverable from, or payable to, the tax authority is included with other receivables or payables in the consolidated statement of financial position. Cash flows are presented on a gross basis. The GST components of cash flows arising from investing or financing activities which are recoverable from, or payable to the taxation authority, are presented as operating cash flow. Rounding of amounts The Company is of a kind referred to in Class order 98/0100, issued by the Australian Securities and Investments Commission, relating to the ‘’rounding off’’ of amounts in the financial report. Amounts in the financial report have been rounded off in accordance with that Class Order to the nearest thousand dollars, or in certain cases, the nearest dollar. The Group has applied the following standards in their year-end reporting commencing 1 July 2014: • Annual Improvements to IFRSs 2010-2012 Cycle and Annual Improvements to IFRSs 2011-2013 Cycle (effective 1 July 2014). • AASB 2012-3 Amendments to Australian Accounting Standard – Offsetting Financial Assets and Financial Liabilities (effective 1 January 2014). • AASB 2013-3 Amendments to AASB 136 – Recoverable Amount Disclosures for Non-Financial Assets (effective 1 January 2014). There is no material impact in the financial statements as a result of the adoption of the above standards. 48 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements Key Performance 1 Segment information Operating segments are reported in a manner consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker has been identified as the Managing Director. Management has determined the operating segments based on the reports reviewed by Key Management Personnel that are used to make strategic decisions. (a) Description of segments The Group principally operates in four business segments: namely Online Advertising Services, Data and Research Services, International and Finance and Related Services. Online Advertising Services carsales.com Ltd online advertising offerings can be broken into two key product sets being classified advertising and display advertising services. Classified Advertising allows customers (including dealers and consumers) to advertise automotive and non-automotive goods and services for sale across the carsales Network. Classified advertising typically allows a customer to advertise their red Brand X, model Y car with 20,000km for $10,000 on a carsales website. This segment includes services such as subscriptions, lead fees and priority placement services across automotive and non-automotive websites. Display advertising, typically involves corporate customers such as automotive manufacturers/importers, finance and insurance companies etc, placing advertisements on carsales Network websites. These advertisements typically display the product or service offerings of the corporate advertiser such as a special offer on new utes by manufacturer X, or save 10% on insurance this month only etc, as banner advertisements or other sponsored links. Online advertising includes carsales’ investment in tyresales which is an online tyre advertisement website that allows consumers to transact and purchase tyres. Data and Research Services The carsales.com Ltd divisions of Redbook, LiveMarket, DataMotive and DataMotive Business Intelligence provide various solutions to a range of customers including manufacturers/importers, dealers, industry bodies, finance and insurance companies offering products including software, analysis, research and reporting, valuation services, website development and hosting as well as photography services. This segment also includes display and consumer advertising related to these divisions. International carsales.com Ltd has operations in overseas countries through both subsidiaries and equity accounted associate investments as set out below: Automotive Data Services: • Auto Information Limited (New Zealand) – 100% • Red Book Automotive Services (M) Sdn Bhd (Malaysia) – 100% • Red Book Automotive Data Services (Beijing) Limited (China) – 100% • Automotive Data Services (Thailand) Company Limited – 100% Online automotive classifieds: • Webmotors S.A.(operation in Brazil) – 30% • iCar Asia Limited (operations in Indonesia, Malaysia and Thailand) – 20.2% • SK ENCARSALES.COM Ltd (operation in South Korea) – 49.9% Finance and Related Services Finance and Related Services includes the Stratton Finance Pty Ltd subsidiary which provides innovative vehicle finance arrangements, vehicle procurement and other related services to customers. Segment revenues arise from commissions paid by finance providers and other related service providers. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 49 (b) Segment analysis 2015 Segment revenue Segment revenue Total segment revenue EBITDA Depreciation and amortisation Net interest expense Profit before income tax Income tax expense Share of profit from associates Gain on associate dilution Non-controlling interests Profit for the year Segment assets Deferred tax assets Unallocated assets Total assets 2014 Segment revenue Segment revenue Total segment revenue EBITDA Depreciation and amortisation Net interest income Profit before income tax Income tax expense Share of profit from associates Non-controlling interests Profit for the year Segment assets Deferred tax assets Unallocated assets Total assets Online Advertising $’000 Data and Research $’000 International $’000 Finance and Related Services $’000 216,463 216,463 122,067 33,037 33,037 19,041 59,370 59,370 11,651 2,886 2,886 1,579 4,926 3,447 Total $’000 311,756 311,756 154,338 (4,689) (8,516) 141,133 (42,339) 4,926 3,447 (4,000) 103,167 99,724 18,321 247,024 71,361 436,430 Online Advertising $’000 Data and Research $’000 International $’000 Finance and Related Services $’000 203,864 203,864 120,256 29,131 29,131 16,747 - - - 2,607 2,607 1,407 3,434 100,463 19,393 240,426 - 5,171 50,587 492,188 Total $’000 235,602 235,602 138,410 (3,309) (2,914) 132,187 (39,349) 3,434 (815) 95,457 360,282 5,916 38,241 404,439 50 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (c) Notes to, and forming part of, the segment information (iii) Finance and related services (i) Segment revenues Segment revenues are derived from sales to external customers as set out in the table above. The nature of the segment revenues are as described in Note 1(a) above. (ii) Segment EBITDA The consolidated entity’s chief operating decision maker assesses the performance of the segments based on a measure of EBITDA. Interest revenue and expense, depreciation and amortisation are not reported to the chief operating decision maker by segment. These items are assessed at a consolidated entity level. Fees and commissions are recognised on an accruals basis when the service has been provided or on completion of the underlying transaction. Used car disposal revenue and cost of goods are recognised gross (revenue being the fair value of the cash received for the sale of the vehicle, and the cost of goods being the trade in price of the vehicle). (iv) Dividends Dividends are recognised as revenue when the right to receive payment is established. (v) R&D Tax Rebate (iii) Segment assets The R&D 10% tax rebate is recognised as other income. Segment assets include goodwill and trade receivables. Unallocated assets include property, plant and equipment, intangibles and other assets utilised across multiple segments. All unallocated assets are assessed by the chief operating decision maker at a consolidated entity level. 3 Expenses 2015 $’000 2014 $’000 (iv) Liabilities Liabilities are not reported to the chief operating decision maker by segment. All liabilities are assessed at a consolidated entity level. 2 Revenue From continuing operations Sales revenue Sale of services Sale of goods 2015 $’000 2014 $’000 280,927 232,819 30,829 2,784 311,756 235,603 Recognition and measurement Revenue is measured at the fair value of the consideration received or receivable. Amounts disclosed as revenue are net of returns, trade allowances and amounts collected on behalf of third parties. Where services have not been provided but the Company is obligated to provide the services in the future, revenue recognition is deferred. Where the Group has utilised the services of a sales agency to sell advertising services on behalf of the Group, the sale is recorded at a value net of sales commissions paid to the sales agency. Revenue is recognised for the major business activities as follows: (i) Advertising services A sale is recorded when a customer’s advertisement has been displayed or when a referral has been generated leading to an enforceable claim by the Group. Subscription services are recognised across the period to which they relate. (ii) Sale of goods – retail A sale is recorded when goods have been provided to a customer leading to an enforceable claim by the Group. Profit before income tax includes the following specific expenses: Total employee benefits 63,924 43,559 Defined contribution superannuation expense Research and development Minimum lease payments 4,992 10,870 4,645 3,391 8,115 3,858 Recognition and measurement (i) Retirement benefit obligations All employees of the Group are entitled to benefits on retirement, disability or death from the Group’s superannuation plan. The Group has a defined contribution plan. The defined contribution plan receives fixed contributions from Group companies and the Group’s legal or constructive obligation is limited to these contributions. The employees of the parent entity are all members of the defined contribution section of the Group’s plan. Past service costs are recognised immediately in profit or loss, unless the changes to the superannuation fund are conditional on the employees remaining in service for a specified period of time (the vesting period). In this case, the past service costs are amortised on a straight-line basis over the vesting period. (ii) Research and development Research expenditure is recognised as an expense as incurred. Costs incurred on development projects (relating to the design and testing of new or improved services) are recognised as intangible assets when it is probable that the project will, after considering its commercial and technical feasibility, be completed and generate future economic benefits and its costs can be measured reliably. The expenditure capitalised comprises all directly attributable costs, including costs of materials, services, direct labour and an appropriate proportion of overheads. Other development expenditures that do not meet these criteria are recognised as an expense as incurred. Development costs previously recognised as an expense are not recognised as an asset in a subsequent period. Capitalised development costs are recorded as an intangible asset and amortised from the point of which the asset is ready for use on a straight line basis over its useful life, which varies from 3 to 5 years. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 51 (iii) Leases Leases in which a significant portion of the risks and rewards of ownership are not transferred to the Company as lessee are classified as operating leases. Payments made under operating leases (net of any incentives received from the lessor) are charged to the profit or loss on a straight-line basis over the period of the lease. 4 Income tax (a) Income tax expense Current tax Deferred tax Adjustments for current tax of prior periods Deferred income tax expense included in income tax expense comprises: Decrease in deferred tax assets 2015 $’000 41,275 1,000 64 42,339 1,000 1,000 2014 $’000 38,934 450 (35) 39,349 450 450 Current tax expense of $50,000 (2014: deduction of $2,331,000) has been directly recognised in equity, related to share based payments. (b) Numerical reconciliation of income tax expense to prima facie tax payable Profit from continuing operations before income tax expense Tax at the Australian tax rate of 30.0% (2014 – 30.0%) Tax effect of amounts which are not deductible (taxable) in calculating taxable income: Tax offset for R&D Deferred tax on share options transferred to the Employee Share Trust Sundry items Difference in overseas tax rates Adjustments for current tax of prior periods Tax on share of (profit)/losses from associates Non-taxable gain on associate dilution Total income tax expense 2015 $’000 149,506 44,852 (150) 104 83 (103) 64 (1,477) (1,034) 42,339 2014 $’000 135,621 40,686 (140) (320) 188 - (35) (1,030) - 39,349 52 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (c) Deferred tax assets The balance comprises temporary differences attributable to: At 1 July 2013 (Charged)/credited to the profit or loss Credited directly to equity At 30 June 2014 Acquisition of subsidiary (Charged)/credited to the profit or loss Credited directly to equity At 30 June 2015 Employee benefits $’000 Employee Share Trust $’000 Doubtful debts $’000 1,217 (200) - 1,017 170 757 - 1,944 4,108 19 (272) 3,855 - (2,292) (50) 1,513 313 - - 313 - (120) - 193 Deferred tax assets to be recovered within 12 months Deferred tax assets to be recovered after more than 12 months Recognition and measurement Tax consolidation legislation Expense accruals $’000 1,000 (269) - 731 135 655 - 1,521 2015 $’000 3,771 1,400 5,171 Total $’000 6,638 (450) (272) 5,916 305 (1,000) (50) 5,171 2014 $’000 4,683 1,233 5,916 carsales.com Ltd and its wholly-owned Australian controlled entities have implemented the tax consolidation legislation. The head entity, carsales.com Ltd, and the controlled entities in the tax consolidated group account for their own current and deferred tax amounts. These tax amounts are measured as if each entity in the tax consolidated group continues to be a standalone taxpayer in its own right. In addition to its own current and deferred tax amounts, carsales.com Ltd also recognises the current tax liabilities (or assets) and the deferred tax assets arising from unused tax losses and unused tax credits assumed from controlled entities in the tax consolidated group. Assets or liabilities arising under tax funding agreements with the tax consolidated entities are recognised as amounts receivable from or payable to other entities in the Company. The income tax expense or revenue for the period is the tax payable on the current period’s taxable income based on the applicable income tax rate for each jurisdiction adjusted by changes in deferred tax assets and liabilities attributable to temporary differences and to unused tax losses. Deferred income tax is provided in full, using the liability method, on temporary differences arising between the tax bases of assets and liabilities and their carrying amounts in the consolidated financial statements. However, the deferred income tax is not accounted for if it arises from initial recognition of an asset or liability in a transaction other than a business combination that at the time of the transaction affects neither accounting nor taxable profit or loss. Deferred income tax is determined using tax rates (and laws) that have been enacted or substantially enacted by the balance sheet date and are expected to apply when the related deferred income tax asset is realised or the deferred income tax liability is settled. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax liabilities and assets are not recognised for temporary differences between the carrying amount and tax bases of investments in foreign operations where the Company is able to control the timing of the reversal of the temporary differences and it is probable that the differences will not reverse in the foreseeable future. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and tax liabilities are offset where the entity has a legally enforceable right to offset and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 53 5 . Reconciliation of profit after income tax to net cash inflow from operating activities Profit for the year Depreciation and amortisation Profit on sale of assets Non-cash employee benefits expense – share-based payments Net finance related costs Share of (profit)/losses of associates Gain on associate dilution Net exchange differences Change in operating assets and liabilities: Decrease/(Increase) in trade debtors Decrease in deferred tax assets (Increase)/Decrease in other operating assets (Decrease)/Increase in trade creditors Increase/(Decrease) in other operating liabilities (Decrease)/Increase in provision for income taxes payable Increase in other provisions Net cash inflow from operating activities 6 Earnings per share 2015 $’000 107,167 4,689 - 1,614 8,516 (4,926) (3,447) 164 2,725 1,050 (5,426) (574) 338 (11,109) 1,028 101,809 2014 $’000 96,272 3,309 (1) 1,775 2,749 (3,434) - (22) (4,437) 722 315 4,749 (3,219) 1,805 701 101,284 Basic earnings per share Diluted earnings per share 2015 2014 2015 2014 Profit attributable to equity holders of the Company 103,167,000 95,457,000 103,167,000 95,457,000 Weighted average number of ordinary shares 238,911,085 237,466,757 238,911,085 237,466,757 Dilutive impact of potential ordinary shares - - 1,530,744 1,322,631 Total weighted average number of ordinary shares used in EPS calculation 238,911,085 237,466,757 240,441,829 238,789,388 Earnings per share Adjusted earnings per share excluding gain on associate dilution 43.2 41.7 40.2 40.2 42.9 41.5 40.0 40.0 Recognition and measurement Basic earnings per share is calculated by dividing: • the profit attributable to equity holders of the Company, excluding any costs of servicing equity other than ordinary shares • by the weighted average number of ordinary shares outstanding during the financial year, adjusted for bonus elements in ordinary shares issued during the year. Diluted earnings per share adjusts the figures used in the determination of basic earnings per share to take into account: • the after income tax effect of interest and other financing costs associated with dilutive potential ordinary shares, and • the weighted average number of additional ordinary shares that would have been outstanding assuming the conversion of all dilutive potential ordinary shares. Options and performance rights granted to employees under the carsales.com Ltd Employee Option Plan are considered to be potential ordinary shares and have been included in the determination of diluted earnings per share to the extent to which they are dilutive. The options and performance rights have not been included in the determination of basic earnings per share. Details relating to the options are set out in Note 24. 54 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements Capital & Financial Risk Management 7 Capital risk management The Company’s capital position at 30 June is as follows: Payables (Note 17) Borrowings (Note 9) Less: cash and cash equivalents (Note 8) Net debt Contributed equity (Note 10) Reserves (Note 11(a)) Retained profits (Note 11(b)) Non-controlling interests Total equity Total capital 2015 $’000 33,552 214,369 (26,823) 221,098 91,905 21,471 113,829 2,308 229,513 2014 $’000 22,740 174,683 (26,042) 171,381 77,603 17,695 90,946 1,132 187,376 450,611 358,757 The Company’s objectives when managing capital are to safeguard their ability to continue as a going concern, so that they can continue to provide returns for shareholders and benefits for other stakeholders and to maintain an optimal capital structure to reduce the cost of capital. In order to maintain or adjust the capital structure, the Group may adjust the amount of dividends paid to shareholders, return capital to shareholders, issue new shares or sell assets to reduce debt. Consistent with others in the industry, the Group monitors its capital on an ongoing-basis. There are no externally imposed capital requirements. Investments and other financial assets The Group classifies its investments in the following categories: financial assets at fair value, loans and receivables and held-to- maturity investments. The classification depends on the purpose for which the investments were acquired. Management determines the classification of its investments at initial recognition and re-evaluates this designation at each reporting date. Loans and receivables are non-derivative financial assets with fixed or determinable payments that are not quoted in an active market. They are included in current assets, except for those with maturities greater than 12 months after the reporting date which are classified as non- current assets. Loans and receivables are included in trade and other receivables (Note 14) and receivables in the consolidated statement of financial position. 8 Cash and cash equivalents Cash on hand Bank balances 2015 $’000 7 26,816 26,823 2014 $’000 7 26,035 26,042 Recognition and measurement For cash flow statement presentation purposes, cash and cash equivalents includes cash on hand, deposits held at call with financial institutions, other short-term, highly liquid investments with original maturities of three months or less that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities on the consolidated statement of financial position. (a) Risk exposure The Company’s exposure to interest rate risk is discussed in Note 9. The maximum exposure to credit risk at the reporting date is the carrying amount of each class of cash and cash equivalents mentioned above. (b) Cash at bank and on hand Cash on hand is non-interest bearing. Bank balances attracted interest at an average rate of 2.7% (2014: 2.6%). Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 55 9 Borrowings Interest rate risk The Group’s main interest rate risk arises from long-term borrowings. The Group’s fixed rate borrowings and receivables are carried at amortised cost. They are therefore not subject to interest rate risk as defined in AASB7 since neither the carrying amount nor the future cash flows will fluctuate because of a change in market rates. The consolidated entity’s exposure to the cash flow risk of changes in market interest rates relates primarily to the cash at bank and the cash advance facility. The interest rate applicable at year end on the cash at bank was 2.5%, while the interest on the cash advance facility was 3.4% (2014 – 4.0%). As at reporting date, the Group had $215,219,000 (2014 – $175,000,000) variable rate borrowings at a weighted average interest rate of 3.4% (2014 – 3.9%). The variable interest rate may have an impact on cash flow, but this impact is not considered material. carsales.com Ltd has a Board approved treasury policy and treasury strategy for the management of interest rate risk. The Company does not currently hedge against interest rate risk. The Board keeps the decision to actively hedge interest rate risk under regular review and this will be reassessed during the 2016 financial year. Any derivative contracts will be entered into solely for interest rate risk management and no speculative hedging is permitted under the policy. Liquidity risk Prudent liquidity risk management implies maintaining sufficient cash and marketable securities, the availability of funding through an adequate amount of committed credit facilities and the ability to close out market positions. The Group manages liquidity risk by continuously monitoring forecast and actual cash flows and matching the maturity profiles of financial assets and liabilities. Financing arrangements The Group had access to the following undrawn borrowing facilities at the end of the reporting period: 2015 $’000 2014 $’000 Floating rate - Expiring within one year (overdraft) 3,000 3,000 - Expiring within two to five years 110,000 - 113,000 3,000 Bank loan – current Bank loan – non-current 2015 $’000 1,876 212,493 214,369 2014 $’000 9,842 164,841 174,683 The Group’s principal funding is a $325m rolling syndicated banking facility entered into in February 2015 with tranches maturing at 2, 3 and 5 years. Establishment fees of $1.3m are net against the borrowings set out above. Finance income Finance costs 2015 $’000 688 (9,204) (8,516) 2014 $’000 474 (3,388) (2,914) Finance income Finance income is recognised on a time proportionate basis using the effective interest method. When a receivable is impaired, the Group reduces the carrying amounts to its recoverable amount, being the estimated future cash flow discounted at the original effective interest rate of the instrument, and continues unwinding the discount as finance income. Finance income on impaired loans is recognised using the original effective interest rate. Recognition and measurement Borrowings are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in the profit or loss over the period of the borrowings using the effective interest method. Fees paid on the establishment of loan facilities, which are not incremental costs relating to the actual draw-down of the facility, are recognised net against the loan and amortised on a straight-line basis over the term of the facility. Borrowings are removed from the consolidated statement of financial position when the obligation specified in the contract is discharged, cancelled or expired. The difference between the carrying amount of a financial liability that has been extinguished or transferred to another party and the consideration paid, including any non-cash assets transferred or liabilities assumed, is recognised in other income or other expenses. Borrowings are classified as current liabilities unless the Group has an unconditional right to defer settlement of the liability for at least 12 months after the balance sheet date. Borrowing costs incurred for the construction of any qualifying asset are capitalised during the period of time that is required to complete and prepare the asset for its intended use or sale. Other borrowing costs are expensed. 56 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements Maturities of financial liabilities The following table sets out the Group’s exposure to liquidity risk. The amounts disclosed in the table are the contractual undiscounted cash flows. Contractual maturities of financial liabilities Group – at 30 June 2015 Non-derivatives Non-interest bearing payables Variable rate borrowings Fixed rate borrowings Total non-derivatives Group – at 30 June 2014 Non-derivatives Non-interest bearing payables Variable rate borrowings Fixed rate borrowings Total non-derivatives 0 – 12 months $’000 Between 1 and 2 years $’000 Between 2 and 5 years $’000 Total contractual cash flows $’000 Carrying amount (assets)/ liabilities $’000 33,552 1,859 135 - - 33,552 33,552 63,803 165,797 231,459 214,137 88 19 242 232 35,546 63,891 165,816 265,253 247,921 22,740 10,000 - - - 22,740 22,740 12,540 171,803 194,343 174,683 - - - - 32,740 12,540 171,803 217,083 197,423 Net fair value of financial assets and liabilities The net fair value of cash and cash equivalents and non-interest bearing monetary financial assets and non-interest bearing financial liabilities of the consolidated entity approximates their carrying amounts. There are no off-balance sheet financial instruments in place. Summarised sensitivity analysis The following table summarises the sensitivity of the Group’s financial assets and financial liabilities to interest rate risk. At 30 June 2015 Financial assets Interest rate risk -100 bps +100 bps Carrying amount $’000 Profit $’000 Other equity $’000 Profit $’000 Other equity $’000 Cash and cash equivalents 26,823 (188) (188) 188 188 Financial liabilities Borrowings Total increase/(decrease) At 30 June 2014 Financial assets (215,219) 1,506 1,318 1,506 1,318 (1,506) (1,318) (1,506) (1,318) Interest rate risk -100 bps +100 bps Carrying amount $’000 Profit $’000 Other equity $’000 Profit $’000 Other equity $’000 Cash and cash equivalents 26,042 (168) (168) 168 168 Financial liabilities Borrowings Total increase/(decrease) (175,000) 1,750 1,582 1,750 1,582 (1,750) (1,582) (1,750) (1,582) Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 57 10 Contributed equity (a) Share capital Ordinary shares Fully paid Recognition and measurement Ordinary shares are classified as equity. Notes 2015 Shares 2014 Shares 10(b) 240,081,596 237,828,965 240,081,596 237,828,965 2015 $’000 91,905 91,905 2014 $’000 77,603 77,603 Ordinary shares entitle the holder to participate in dividends and the proceeds on winding up of the Company in proportion to the number of, and amounts paid on, the shares held. On a show of hands every holder of ordinary shares present at a meeting in person or by proxy, is entitled to one vote, and upon a poll each share is entitled to one vote. Ordinary shares have no par value and the Company does not have a limited amount of authorised capital. Incremental costs directly attributable to the issue of new shares, options or performance rights are shown in equity as a deduction, net of tax, from the proceeds. Incremental costs directly attributable to the issue of new shares or options or performance rights for the acquisition of a business are not included in the cost of the acquisition as part of the purchase consideration. The carsales.com.au iPhone and Android app The carsales app received an exceptional 5 star rating from the Apple App Store and 4.5 stars from Google Play. The carsales mobile site and app were also awarded ‘Best Mobile Expanded Service or Application’ at the 2014 Australian Mobile and App Design Awards. 58 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (b) Movements in ordinary share capital Date Details Number of shares Issue price 1 July 2013 Opening balance 236,181,964 July 2013 Exercise of employee options 20,000 $2.00-$3.89 August 2013 Exercise of employee options 1,231,682 $1.75-$4.90 August 2013 Exercise of employee performance rights September 2013 Exercise of employee options October 2013 Exercise of employee options November 2013 Exercise of employee options December 2013 Exercise of employee options March 2014 Exercise of employee options May 2014 Exercise of employee options 67,819 12,500 165,000 85,000 10,000 30,000 25,000 - $2.00-$3.89 $4.90 $4.90 $4.90 $4.90 $4.90 30 June 2014 Balance 237,828,965 Date Details Number of shares Issue price 1 July 2014 Opening balance 237,828,965 August 2014 Exercise of employee options August 2014 Exercise of employee performance rights October 2014 Exercise of employee options October 2014 Exercise of employee performance rights October 2014 Dividend Reinvestment Plan November 2014 Exercise of employee options December 2014 Exercise of employee options March 2015 Exercise of employee options April 2015 May 2015 June 2015 Dividend Reinvestment Plan Exercise of employee options Exercise of employee options 337,408 208,613 37,952 52,379 446,293 38,275 51,874 576,057 459,864 5,172 38,744 $3.89-$5.93 - $1.75-$4.69 - $9.78 $4.69-$4.90 $4.69-$5.93 $4.69-$5.93 $10.19 $4.69 $4.69-$5.93 30 June 2015 Balance 240,081,596 $’000 70,104 59 5,857 - 39 808 417 49 147 123 77,603 $’000 77,603 1,669 - 156 - 4,363 183 256 2,768 4,687 24 196 91,905 Information relating to the carsales.com Ltd Employee Option Plan, including details of options and performance rights issued, exercised and lapsed during the financial year and options and performance rights outstanding at the end of the financial year, is set out in Note 24. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 59 11 Reserves and retained earnings (a) Reserves Share-based payment reserve Foreign currency translation reserve (i) Share-based payment reserve Balance 1 July Option expense Tax on Employee Share Trust charged to equity Balance 30 June 2015 $’000 20,299 1,172 21,471 18,735 1,614 (50) 20,299 The share-based payments reserve is used to recognise the fair value of options and performance rights issued but not exercised. (ii) Foreign currency translation reserve Balance 1 July Currency translation differences arising during the year Balance 30 June (1,040) 2,212 1,172 2014 $’000 18,735 (1,040) 17,695 14,901 1,775 2,059 18,735 7 (1,047) (1,040) Exchange differences arising on translation of the foreign operations are taken to the foreign currency translation reserve, as described in “Basis of preparation” and accumulated within a separate reserve within equity. The reserve is recognised in profit and loss when the net investment is disposed of. (b) Retained earnings Movements in retained earnings were as follows: Balance 1 July Net profit for the year Dividends Balance 30 June 2015 $’000 90,946 103,167 (80,284) 113,829 2014 $’000 67,498 95,457 (72,009) 90,946 60 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements 12 Dividends Provision is made for the amount of any dividend declared, being appropriately authorised and no longer at the discretion of the entity, on or before the end of the financial year but not distributed at balance date. (a) Ordinary shares Final fully franked cash dividend for the year ended 30 June 2014 of 17.4 cents (2013 – 15.6 cents) per share paid on 22 October 2014. Final fully franked dividend for the year ended 30 June 2014 of 17.4 cents (2013 – 15.6 cents) per share – satisfied through issuance of shares under the Dividend Reinvestment Plan. Interim ordinary dividend for the year ended 30 June 2015 of 16.2 cents (2014 – 14.7 cents) per fully paid share paid on 15 April 2015 (2 April 2014). Fully franked (2014 – fully franked) based on tax paid @ 30%. Interim ordinary dividend for the year ended 30 June 2015 of 16.2 cents (2014 – 14.7 cents) per share – satisfied through issuance of shares under the Dividend Reinvestment Plan. Total dividends paid (b) Dividends not recognised at year end In addition to the above dividends, since year end, due to sufficient cash and confidence in future earnings, the Directors have recommended the payment of 17.7 cents per fully paid ordinary share (2014 – final dividend 17.4 cents) plus a special dividend of 1.4 cents per fully paid ordinary share (2014: nil cents), fully franked based on tax paid at 30%. The aggregate amount of the proposed dividend expected to be paid on 15 October 2015 out of retained earnings at 30 June 2015, but not recognised as a liability at year end, is (c) Franked dividends Franking credits available for subsequent financial years based on a tax rate of 30.0% (2014 – 30.0%) 2015 $’000 37,109 4,363 41,472 34,125 4,687 38,812 80,284 2014 $’000 37,052 - 37,052 34,957 - 34,957 72,009 2015 $’000 2014 $’000 45,856 41,408 2015 $’000 34,428 2014 $’000 31,853 The above amounts represent the balance of the franking account as at the end of the reporting period, adjusted for: (a) (b) (c) franking credits that will arise from the payment of the amount of the provision for income tax franking debits that will arise from the payment of dividends recognised as a liability at the reporting date, and franking credits that will arise from the receipt of dividends recognised as receivables at the reporting date. The consolidated amounts include franking credits that would be available to the parent entity if distributable profits of subsidiaries were paid as dividends. (d) Dividend Reinvestment Plan (“DRP”) The carsales.com Ltd DRP will be maintained for the 2015 final dividend, offering shareholders the opportunity to acquire further ordinary shares in carsales. The DRP will not be offered at a discount and the price will be calculated using the daily volume weighted average sale price of carsales.com Ltd shares sold in the ordinary course of trading on the ASX during the 5 days after, but not including, the Record Date (18 September 2015). The last date for shareholders to nominate their participation in the DRP is 5:00pm (AEST) on 21 September 2015. Shares issued under the DRP will rank equally with carsales.com Ltd existing fully paid ordinary shares. Shareholders eligible to participate in the DRP are currently limited to those whose registered address on the carsales.com Ltd share registry is in Australia or New Zealand. Eligible shareholders who wish to participate in the DRP can make their elections online at www.computershare.com.au/easyupdate/ CAR or complete the DRP form which will be sent to shareholders for completion and submission to Computershare Investor Services Pty Ltd (carsales share registry). Further information can be obtained from Computershare on 1300 850 505. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 61 13 Financial risk management The Group’s activities expose it to a variety of financial risks: credit risk, interest rate risk and liquidity and foreign exchange risk. The Group’s overall risk management program focuses on the unpredictability of financial markets and seeks to minimise potential adverse effects on the financial performance of the Group. The Group uses different methods to measure different types of risk to which it is exposed. Risk management is the responsibility of the Chief Financial Officer (CFO) and follows approved policies of the Board of Directors. The CFO identifies, evaluates and hedges financial risks in close cooperation with the Group’s operating units. (a) Market risk (i) Foreign exchange risk Refer to Note 19(d) for exposure to foreign exchange risk. (ii) Price risk The Group is not exposed to significant equities price risk. (b) Credit risk The Group’s credit risk on its receivables is recognised on the consolidated statement of financial position at the carrying amount of those receivable assets, net of any provisions for doubtful debts. There are no significant concentrations of receivables within the Group. Receivable balances are monitored on an ongoing basis with the result that the Group’s exposure to bad debts is not considered to be material. Details of impaired and past due receivables are disclosed in Note 14. Credit risk also arises from cash and cash equivalents and deposits with banks and financial institutions. For banks and financial institutions, only independently rated parties with a minimum rating of ‘A’ are accepted by carsales.com Ltd. (c) Interest rate risk Interest rate risk is set out in Note 9. (d) Liquidity risk Liquidity risk is set out in Note 9. Fair value estimation Credit risk of the Group arises predominantly from outstanding receivables from customers. There are no financial assets or liabilities that are measured at fair value at 30 June 2015. 62 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements Other Assets and Liabilities 14 Trade and other receivables Current 1-3 months 3-6 months Over 6 months Trade receivables Other receivables Prepayments Trade and other receivables Impaired receivables 2015 $’000 Not impaired receivables 2015 $’000 Total receivables 2015 $’000 Provision 2015 $’000 Carrying value 2015 $’000 Carrying value 2014 $’000 130 31 92 410 663 26,752 5,267 596 72 26,882 5,298 688 482 32,687 33,350 (129) (31) (92) (410) (662) 26,753 5,267 596 72 26,979 5,329 400 - 32,688 32,708 3,205 3,283 1,205 1,471 39,176 35,384 Recognition and measurement (a) Impaired trade receivables Trade receivables are recognised initially at fair value and subsequently measured at amortised cost, less provision for impairment. Trade receivables are due for settlement generally within 30 days following the provision of advertising, data services or finance services. Collectability of trade receivables is reviewed on an ongoing basis. Debts which are known to be uncollectable are written off by reducing the carrying amount directly. An allowance account (provision for impairment of trade receivables) is used when there is objective evidence that the Group will not be able to collect all amounts due according to the original terms of the receivables. Significant financial difficulties of the debtor, probability that the debtor will enter bankruptcy or financial reorganisation and default or delinquency in payments (more than 30 days overdue) are considered indicators that the trade receivable is impaired. The amount of the impairment allowance is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the original effective interest rate. Cash flows relating to short-term receivables are not discounted if the effect of discounting is immaterial. The amount of the impairment loss is recognised in the consolidated statement of comprehensive income within the ‘operations and administration’ expense. When a trade receivable for which an impairment allowance had been recognised becomes uncollectable in a subsequent period, it is written off against the allowance account. Subsequent recoveries of amounts previously written off are credited against other expenses in the consolidated statement of comprehensive income. The individually impaired receivables mainly relate to customers which are in unexpectedly difficult economic situations. The creation and release of the provision for impaired receivables has been included in ‘operational and administration’ expenses in the consolidated statement of comprehensive income. Amounts charged to the provision account are generally written off when there is no expectation of recovering additional cash. (b) Other receivables These amounts generally arise from transactions outside the usual operating activities of the Group. Interest is not charged and collateral is not normally obtained. The other classes within trade and other receivables do not contain impaired assets and are not past due. Based on the credit history of these other classes, it is expected that these amounts will be received when due. (c) Fair value and credit risk Due to the short-term nature of these receivables, their carrying amount is assumed to approximate their fair value. The maximum exposure to credit risk at the reporting date is the carrying amount of each class of receivables mentioned above. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 63 15 Property, plant and equipment At 30 June 2015 Cost Accumulated depreciation Net book amount At 30 June 2014 Cost Accumulated depreciation Net book amount Plant and equipment $’000 Motor vehicles $’000 Leasehold improvements $’000 5,763 (3,955) 1,808 3,442 (2,572) 870 210 (95) 115 94 (45) 49 6,455 (2,429) 4,026 5,143 (1,660) 3,483 Total $’000 12,428 (6,479) 5,949 8,679 (4,277) 4,402 Recognition and measurement Property, plant and equipment is stated at historical cost less depreciation. Historical cost includes expenditure that is directly attributable to the acquisition of the items. Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only when it is probable that future economic benefits associated with the item will flow to the Group and the cost of the item can be measured reliably. All other repairs and maintenance are charged to the profit or loss during the financial period in which they are incurred. Depreciation on assets is calculated using the straight line method to allocate their cost, net of their residual values, over their estimated useful lives, as follows: Vehicles 3–5 years Furniture, fittings and equipment 3–10 years Computer hardware and peripherals 3–5 years Leased plant and equipment 10–15 years Leasehold improvements 3–10 years or minimum lease period if shorter The assets’ residual values and useful lives are reviewed, and adjusted if appropriate, at each reporting date. An asset’s carrying amount is written down immediately to its recoverable amount if the asset’s carrying amount is greater than its estimated recoverable amount. Gains and losses on disposals are determined by comparing proceeds with carrying amount. These are included in the consolidated statement of comprehensive income. Leases of property, plant and equipment where the Group has substantially all the risks and rewards of ownership are classified as finance leases. Finance leases are capitalised at the lease’s inception at the fair value of the leased property or, if lower, the present value of the minimum lease payments. The corresponding rental obligations, net of finance charges, are included in other short-term and long- term payables. Each lease payment is allocated between the liability and finance cost. The finance cost is charged to the profit or loss over the lease period so as to produce a constant periodic rate of interest on the remaining balance of the liability for each period. The property, plant and equipment acquired under finance leases is depreciated over the asset’s useful life or over the shorter of the asset’s useful life and the lease term if there is no reasonable certainty that the Group will obtain ownership at the end of the lease term. 64 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements 16 Intangible assets At 1 July 2013 Cost Accumulated amortisation and impairment Net book amount Year ended 30 June 2014 Opening net book amount Additions Acquisition of subsidiary Amortisation charge Closing net book amount At 30 June 2014 Cost Accumulated amortisation and impairment Net book amount Year ended 30 June 2015 Opening net book amount Additions Acquisition of subsidiary Amortisation charge Closing net book amount At 30 June 2015 Cost Accumulated amortisation and impairment Net book amount * Other intangible assets include database, domain names and other. Goodwill $’000 Computer Software $’000 Other intangible assets $’000 77,444 - 77,444 77,444 - 8,421 - 85,865 85,865 - 85,865 85,865 - 60,978 - 146,843 146,843 - 146,843 7,547 (5,251) 2,296 2,296 3,617 494 (1,374) 5,033 11,704 (6,671) 5,033 5,033 6,000 - (2,828) 8,205 17,704 (9,499) 8,205 3,825 (2,373) 1,452 1,452 529 - (610) 1,371 4,343 (2,972) 1,371 1,371 99 12 (582) 900 4,453 (3,553) 900 Total $’000 88,816 (7,624) 81,192 81,192 4,146 8,915 (1,984) 92,269 101,912 (9,643) 92,269 92,269 6,099 60,990 (3,410) 155,948 169,000 (13,052) 155,948 Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 65 Recognition and measurement Recognition and measurement (i) Goodwill (i) Impairment Goodwill represents the excess of the cost of an acquisition over the fair value of the Group’s share of the net identifiable assets of the acquired subsidiary at the date of acquisition. Goodwill on acquisitions of subsidiaries is included in intangible assets. Goodwill is not amortised. Instead, goodwill is tested for impairment annually, or more frequently if events or changes in circumstances indicate that it might be impaired, and is carried at cost less accumulated impairment losses. Gains and losses on the disposal of an entity include the carrying amount of goodwill relating to the entity sold. Goodwill is allocated to cash-generating units for the purpose of impairment testing. Each of those cash-generating units represents the Group’s investment in each primary operating segment (Note 1). (ii) IT development: Software, domain names and database Software includes capitalised development costs being an internally generated intangible assets. Costs incurred in developing products or systems and costs incurred in acquiring software and licenses that will contribute to future period financial benefits through revenue generation and/or cost reduction are capitalised to software and systems. Redbook database costs capitalised to date include direct payroll and payroll related costs of employees’ time spent on developing the database. These intangible assets have finite lives and are subject to amortisation on a straight line basis. The useful lives for these assets are as follows: Software Domain Names Database 4-5 years 5 years 10 years (a) Impairment tests for goodwill Goodwill is allocated to the Group’s cash-generating units (CGUs) identified according to segment. A segment-level summary of the goodwill allocation is presented below. 2015 Online Advertising Data and Research Finance and related services 2014 Online Advertising Data and Research Australia $’000 70,715 15,823 60,305 Total $’000 70,715 15,823 60,305 146,843 146,843 Australia $’000 70,715 15,150 85,865 Total $’000 70,715 15,150 85,865 An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash inflows which are largely independent of the cash inflows from other assets or groups of assets (cash-generating units). (ii) Estimated impairment of goodwill The Company tests annually whether goodwill has suffered any impairment, in accordance with the accounting policy stated in “basis of preparation”. The recoverable amounts of cash-generating units have been determined based on value-in-use calculations. These calculations require the use of assumptions. The recoverable amount of a CGU is determined based on value-in- use calculations. These calculations use cash flow projections based on financial budgets covering a five-year period. Cash flows beyond the five-year period are extrapolated using the estimated growth rates stated below. The growth rate does not exceed the long-term average growth rate for the business in which the CGU operates. Goodwill and intangible assets that have an indefinite useful life are not subject to amortisation and are tested annually for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other assets are tested for impairment whenever events or changes in circumstances indicate that the carrying amount may not be recoverable. An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash inflows which are largely independent of the cash inflows from other assets or groups of assets (cash-generating units). Non-financial assets other than goodwill that suffered an impairment are reviewed for possible reversal of the impairment at each reporting date. (b) Key assumptions used for value-in-use calculations The recoverable amount of a CGU is determined based on value-in- use calculations. These calculations use cash flow projections based on approved budgets. CGU Growth rate ** Discount rate *** Online Advertising Data and Research Finance and related services 2015 % 2014 % 2015 % 2014 % 2.0 2.0 2.5 2.5 2.5 - 4.8 4.8 4.8 4.3 4.3 - ** Weighted average growth rate used to extrapolate cash flows beyond the budget period. *** In performing the value-in-use calculations for each CGU, the Company has applied pre-tax discount rates to discount the forecast future attributable pre-tax cash flows. (c) Impact of possible changes in key assumptions Management do not consider that a reasonable change in any of the key assumptions would lead to impairment. 66 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements 17 Other liabilities 18 Commitments Trade payables Accrued expenses Other payables Total payables Employee benefits – current Employee benefits – non-current Total employee benefits Deferred advertising services revenue Recognition and measurement (i) Payables 2015 $’000 14,167 15,451 3,934 33,552 5,412 1,165 6,577 5,940 2014 $’000 6,477 14,482 1,781 22,740 3,818 938 4,756 5,535 Non-cancellable operating leases The Group leases offices in a number of locations. The most significant of these leases is the Melbourne head office where the lease is a non-cancellable operating lease expiring within 5 years. Upon renewal date, the Company has the option to renew the lease for a further 2 years at terms which are negotiable. The Group also leases various motor cars and printers under non-cancellable operating leases. 2015 $’000 2014 $’000 Commitments for minimum lease payments in relation to non-cancellable operating leases are payable as follows: Within one year 4,538 3,828 Later than one year but not later than five years 14,953 14,621 These amounts represent liabilities for goods and services provided to the Group prior to the end of financial year which are unpaid. The amounts are unsecured and are usually paid within 30 days of recognition. Later than five years (ii) Short-term obligations Bank guarantee facility 3,204 598 22,695 19,047 Guarantees in respect of bank facilities drawn down but not included in the accounts of the Group are $2.7m (2014: $2.1m) Liabilities for wages and salaries, including non-monetary benefits, annual leave and accumulating sick leave expected to be settled within 12 months after the end of the period in which the employees render the related service are recognised in respect of employees’ service up to the end of the reporting period and are measured at the amount expected to be paid when the liabilities are settled. The liability for annual leave and accumulating sick leave is recognised in the provision for employee benefits. All other short-term employee benefit obligations are presented as payables. (iii) Other long-term employee benefit obligations The liability for long service leave and annual leave which is not expected to be settled within 12 months after the end of the period in which the employees render the related services is recognised in the provision for employee benefits and measured as the present value of expected future payments to be made in respect of services provided by employees up to the end of the reporting period using the projected unit credit method. Consideration is given to expected future wage and salary levels, experience of employee departures and period of service. Expected future payments are discounted using market yields at the end of the reporting period on national government bonds with terms to maturity and currency that match, as closely as possible, the estimated future cash outflows. (iv) Bonus plans The Group recognises a liability and an expense for bonuses and profit-sharing based on a formula that takes into consideration the profit attributable to the Company’s shareholders after certain adjustments. The Company recognises a provision where contractually obliged or where there is a past practice that has created a constructive obligation. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 67 Group structure 19 Interests in other entities (a) Material subsidiaries The Group’s principal subsidiaries at 30 June 2015 are set out below. Unless otherwise stated, they have share capital consisting solely of ordinary shares that are held directly by the Group and the proportion of ownership interests held equals the voting rights held by the Group. The country of incorporation or registration is also their principal place of business. Name of entity Webpointsclassified Pty Ltd Equipment Research Group Pty Ltd Discount Vehicles Australia Pty Ltd Automotive Data Services Pty Ltd Place of business/ country of incorporation Ownership interest held by the Group * Ownership interest held by non- controlling interests Principal activities 2015 % 2014 % 2015 % 2014 % Australia Australia Australia Australia 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 Auto Information Limited New Zealand 100.0 100.0 - - - - - - - - - - - - - - 100.0 100.0 100.0 100.0 50.0 50.0 50.0 50.0 100.0 100.0 100.0 100.0 - - - - 50.0 50.0 50.0 50.0 100.0 100.0 100.0 100.0 100.0 - 100.0 100.0 50.1 50.1 50.1 50.1 - - - - - - - - 49.9 49.9 49.9 49.9 - - - - - - - - (1) (2) (1) (2) (2) (2) (2) (3) (2) (4) (1) (4) (4) (5) (4) (6) (6) (6) (7) Red Book Automotive Services (M) Sdn Bhd Red Book Automotive Data Services (Beijing) Limited Tyresales Pty Ltd Automotive Data Services (Thailand) Company Limited Auto Exchange Holdings Pty Ltd Automotive Exchange Pty Ltd carsales.com Investments Pty Ltd carsales Holdings Pty Ltd carsales.com Ltd Employee Share Trust carsales Finance Pty Ltd Stratton Finance Pty Ltd Stratton Fleet Services Pty Ltd Stratton Franchise Pty Ltd Auto Inspect Pty Ltd Malaysia China Australia Thailand Australia Australia Australia Australia Australia Australia Australia Australia Australia Australia * The proportion of ownership interest is equal to the proportion of voting power held. (1) Classified advertising. (2) Data and research. (3) Online retail. (4) Holding company. (5) Share trust company. (6) Finance and related services. (7) Car inspection. 68 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (i) Subsidiaries (ii) Employee Share Trust The Group has formed a trust to administer the Group’s employee share scheme. This trust is consolidated, as the substance of the relationship is that the trust is controlled by the Group. (b) Non-controlling interests (NCI) Set out below is summarised financial information for each subsidiary that has non-controlling interests that are material to the Group. The amounts disclosed for each subsidiary are before inter-company eliminations. Subsidiaries are all those entities over which the Group has the power to govern the financial and operating policies, generally accompanying a shareholding of more than one-half of the voting rights. The existence and effect of potential voting rights that are currently exercisable or convertible are considered when assessing whether the Group controls another entity. Subsidiaries are fully consolidated from the date on which control is transferred to the Group. They are de-consolidated from the date that control ceases. The purchase method of accounting is used to account for the acquisition of subsidiaries by the Company (refer to Note 20). Intercompany transactions, balances and unrealised gains on transactions between companies are eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment of the asset transferred. Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted by the Company. Non-controlling interests in the results and equity of subsidiaries are shown separately in the consolidated income statement, statement of comprehensive income, statement of changes in equity and balance sheet respectively. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 69 30 June 2015 Summarised balance sheet Current assets Current liabilities Non-current assets Non-current liabilities Net assets 30 June 2014 Summarised balance sheet Current assets Current liabilities Non-current assets Net assets 30 June 2015 Summarised statement of comprehensive income Profit/(loss) for the period Profit/(loss) allocated to NCI 30 June 2014 Summarised statement of comprehensive income Profit/(loss) for the period Profit/(loss) allocated to NCI 30 June 2015 Summarised cash flows Cash flows from operating activities Cash flows from investing activities Cash flows from financing activities Net increases/(decrease) in cash and cash equivalents 30 June 2014 Summarised cash flows Cash flows from operating activities Cash flows from investing activities Cash flows from financing activities Net increases/(decrease) in cash and cash equivalents Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 1,780 4,190 13,316 (1,873) (2,038) (15,654) 287 - 194 214 - 10,518 (3,058) 2,366 5,122 75 (63) 36 (52) (4) Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 1,420 (1,275) 428 573 2,827 (1,220) 102 1,709 - - - - - - - - Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 (360) (180) 656 328 7,719 3,852 - - Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 80 40 1,550 775 - - - - Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 340 (138) - 202 820 (127) - 693 10,892 (8,548) 239 2,583 - - - - Tyresales $’000 Auto Exchange $’000 Stratton Finance $’000 Auto Inspect $’000 536 (358) 200 378 182 (68) - 114 - - - - - - - - 70 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (c) Interests in associates and joint ventures Name of entity Place of business/ country of incorporation Webmotors S.A. Brazil iCar Asia Limited Indonesia SK ENCARSALES. COM Ltd South Korea RateSetter Australia Total equity accounted investments % of ownership interest Quoted fair value Carrying amount 2015 % 30.0 20.2 49.9 20.0 2014 % Nature of relationship Measurement method 2015 $’000 2014 $’000 2015 $’000 2014 $’000 30.0 22.9 Associate Equity method - - 82,811 93,323 Associate Equity method 31,191 57,106 19,362 19,146 49.9 Associate Equity method - Associate Equity method - - - - 144,851 127,957 10,227 - 257,251 240,426 The carsales.com Limited ownership for iCar Asia was 22.9% for the period from 1 July 2014 to 19 November 2014 and 20.2% from 20 November 2014 to 30 June 2015. (i) Associates (ii) Commitments and contingent liabilities in respect of associates Contingent liabilities – associates Contingent liabilities relating to liabilities of the associate for which the Company is severally liable 2015 $’000 2014 $’000 599 1,230 Associates are all entities over which the Group has significant influence but not control or joint control, generally accompanying a shareholding of between 20% and 50% of the voting rights. Investments in associates are accounted for using the equity method of accounting, after initially being recognised at cost. The Group’s investment in associates includes goodwill identified on acquisition. Acquisition related costs of associates are capitalised. The Group’s share of its associates’ post-acquisition profits or losses is recognised in profit or loss, and its share of post-acquisition other comprehensive income is recognised in other comprehensive income. The cumulative post-acquisition movements are adjusted against the carrying amount of the investment. Dividends receivable from associates are recognised as reduction in the carrying amount of the investment. When the Group’s share of losses in an associate equals or exceeds its interest in the associate, including any other unsecured long-term receivables, the Group does not recognise further losses, unless it has incurred obligations or made payments on behalf of the associate. Unrealised gains on transactions between the Group and its associates are eliminated to the extent of the Group’s interest in the associates. Unrealised losses are also eliminated unless the transaction provides evidence of an impairment of the asset transferred. Accounting policies of associates have been changed where necessary to ensure consistency with the policies adopted by the Group. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 71 (iii) Summarised financial information for significant associates Summarised balance sheet Total current assets Total non-current assets Total current liabilities Total non-current liabilities Net assets Group’s share in % Group’s share in $ Goodwill Carrying amount Reconciliation of carrying value Webmotors S.A. iCar Asia Limited* SK ENCARSALES.COM Ltd 30 June 2015 $’000 30 June 2014 $’000 30 June 2015 $’000 30 June 2014 $’000 30 June 2015 $’000 30 June 2014 $’000 91,063 18,341 (9,056) - 98,753 16,059 (5,569) - 8,504 27,083 (3,462) (527) 15,593 7,391 (1,523) (1,831) 20,592 33,124 (6,858) (7,968) 100,348 109,242 31,598 19,630 38,890 30.0 30,104 52,707 82,811 30.0 32,773 60,550 93,323 20.2 6,383 12,979 19,362 13,955 30,818 (5,327) (8,184) 33,062 49.9 49.9 19,406 16,499 125,445 111,458 144,851 127,957 127,957 - 314 4,736 - 14,024 (2,180) 126,475 815 - 667 - 22.9 4,495 14,651 19,146 13,431 7,705 (1,990) - - - 19,362 19,146 144,851 127,957 Opening carrying value 93,323 90,535 19,146 Investment in associate Profit/(loss) for the period Gain on dilution Other comprehensive income Dividends received Closing carrying value 15 3,478 - (12,032) (1,973) 82,811 430 4,609 - (1,607) (644) 93,323 * These numbers are management estimates based on market available data. 1 (3,288) 3,447 56 - Summarised statement of comprehensive income 30 June 2015 $’000 30 June 2014 $’000 30 June 2015 $’000 30 June 2014 $’000 30 June 2015 $’000 30 June 2014 $’000 Webmotors S.A. iCar Asia Limited* SK ENCARSALES.COM Ltd Revenue Profit from continuing operations Other comprehensive income Total comprehensive income carsales share Profit from continuing operations Comprehensive income Total Dividends received from associates and joint venture entities 37,437 12,431 - 12,431 3,478 (12,032) (8,554) 35,455 15,363 (1,607) 13,756 4,609 (1,607) 3,002 4,443 1,991 (15,889) (9,448) - - 35,490 9,519 - (15,889) (9,448) 9,519 (3,288) (1,990) - - (3,288) (1,990) 4,736 14,024 18,760 4,923 1,633 667 2,300 815 667 1,482 1,973 644 - - 2,180 - * These numbers are management estimates based market available data. 72 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (d) Foreign Exchange Risk The Group operates internationally and is exposed to foreign exchange risk arising from various currency exposures, primarily with respect to the Brazilian Real (BRL) and the Korean Won (KRW). hedged unless the cash flows are significant and the amount and future payment date is certain. No foreign currency derivatives were entered into in the year. Foreign exchange risk arises from future commercial transactions and recognised assets and liabilities denominated in foreign currency that is not the entity’s functional currency. Hedging contracts are sometimes used to manage foreign currency exchange risk. The Company has a treasury strategy and a treasury policy and will actively hedge any major known commitments using forward exchange contracts. The Company does not net investment hedge the carrying value of associates in the balance sheet. Trading and dividend cash flows between associates and the Group are not The analysis below reflects management’s view of possible movements in relevant foreign currencies against the Australian dollar. The table summarises the range of possible outcomes that would affect the Group’s net profit and equity as a result of foreign currency movements. The estimated impact on carsales.com Ltd share of the reported net profits of our overseas associates through potential movements in exchange rates are as follows: Impact on profit: AUD to KRW (+5% to -5%) AUD to BRL (+5% to -5%) Net Movement Impact on equity: AUD to KRW (+5% to -5%) AUD to BRL (+5% to -5%) Net Movement 2015 $’000 -5% 254.6 184.6 439.2 2015 $’000 -5% 4,238 7,621 11,859 2014 $’000 -5% 38.9 219.5 258.4 2014 $’000 -5% 6,686 4,855 11,541 2015 $’000 +5% (281.4) (204.0) (485.4) 2015 $’000 +5% (3,834) (6,895) 2014 $’000 +5% (43.0) (242.6) (285.6) 2014 $’000 +5% (6,049) (4,393) (10,729) (10,442) Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 73 20 Business combination a) Stratton acquisition On 15 July 2014 carsales.com Ltd acquired 50.1% of Stratton Finance Pty Ltd (Stratton), an innovative vehicle finance business and long- term customer of carsales.com Ltd. $’000 (iii) Non-controlling interest The Group will recognise the non-controlling interests in Stratton at fair value rather than at the proportionate share of net identifiable assets. The fair value of the non-controlling interest will be determined with reference to the purchase price of the acquired interest, as this represented a transaction between a willing buyer and independent willing sellers. 58,995 The current ownership structure of Stratton is as follows: Purchase consideration: Cash Paid The assets and liabilities acquired are estimated as follows: Cash and cash equivalents Trade and other receivables Plant and equipment Inventory Deferred tax assets Intangible assets Trade and other payables Provisions External loans Tax liabilities Net liabilities Outside shareholders interests Goodwill Net assets acquired 3,929 2,684 1,670 1,376 305 12 (7,085) (793) (588) (3,997) (2,487) 1,117 60,365 58,995 The goodwill is attributable to the workforce, Stratton’s strong position in a high growth market, its customer database, the high profitability of the business and synergistic benefits expected to be created by this acquisition. The goodwill is not expected to be deductible for tax purposes. (i) Initial accounting Both the net asset value and the allocation of the purchase price to acquired assets are still preliminary. In particular, the fair values assigned to intangible assets are still being assessed and may be subject to change. The acquisition accounting will be finalised within 12 months of the acquisition date. (ii) Acquired receivables The fair value of trade and other receivables is $1,681,000 which includes trade receivables with a fair value of $1,527,000. No trade receivables are considered uncollectable. carsales.com Ltd Non-controlling interests D’Azur Holdings Pty Ltd Other minor shareholders 50.1% 35.4% 14.5% 100.0% Business combinations The acquisition method of accounting is used to account for all business combinations, including business combinations involving entities or businesses under common control, regardless of whether equity instruments or other assets are acquired. The consideration transferred for the acquisition of a subsidiary comprises the fair values of the assets transferred, the liabilities incurred and the equity interests issued by the Company. The consideration transferred also includes the fair value of any contingent consideration arrangement and the fair value of any pre-existing equity interest in the subsidiary. Contingent payments classified as debt are subsequently remeasured through profit or loss. Identifiable assets acquired and liabilities and contingent liabilities assumed in a business combination are, with limited exceptions, measured initially at their fair values at the acquisition date. On an acquisition-by-acquisition basis, the Company recognises any non-controlling interest in the acquiree either at fair value or at the non-controlling interest’s proportionate share of the acquiree’s net identifiable assets. The excess of the consideration transferred, the amount of any non- controlling interest in the acquiree and the acquisition-date fair value of any previous equity interest in the acquiree over the fair value of the Company’s share of the net identifiable assets acquired is recorded as goodwill. If those amounts are less than the fair value of the net identifiable assets of the subsidiary acquired and the measurement of all amounts has been reviewed, the difference is recognised directly in profit or loss as a discount on purchase. If the Company recognises previously acquired deferred tax assets after the initial acquisition accounting is completed these will be recorded directly in profit or loss. Where settlement of any part of cash consideration is deferred, the amounts payable in the future are discounted to their present value as at the date of exchange. The discount rate used is the entity’s incremental borrowing rate, being the rate at which a similar borrowing could be obtained from an independent financier under comparable terms and conditions. 74 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements 21 Related party transactions (a) Subsidiaries Interests in subsidiaries are set out in Note 19. (b) Key management personnel compensation Short-term employee benefits Deferred short-term employee benefits Post-employment benefits Long-term employment benefits Share-based payments 2015 $ 2014 $ 6,918,270 5,228,798 - 155,049 363,297 282,334 140,180 222,192 1,794,402 1,963,730 9,231,018 7,837,234 (c) Transactions with other related parties The following transactions occurred with related parties, the nature of which are described in the remuneration report. Sales of goods and services Sale of services to related parties Purchases of goods and services 2015 $ 2014 $ 858,996 772,284 Purchases of goods and services from related parties 3,434,710 3,652,135 All transactions were made on normal commercial terms and conditions, at market rates and includes transactions with associates. (d) Outstanding balances arising from sales/purchases of goods and services The following balances are outstanding at the end of the reporting period in relation to transactions with related parties: Current receivables (sales of goods and services) Other related parties Current payables (purchases of goods and services) 2015 $ 2014 $ 108,392 135,710 Other related parties 850,521 805,886 There is no allowance account for impaired receivables in relation to any outstanding balances, and no expense has been recognised in respect of impaired receivables due from related parties. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 75 22 Deed of cross guarantee The following controlled entities have entered into a Deed of Cross Guarantee: Company carsales.com Limited carsales Holdings Pty Ltd carsales Finance Pty Ltd Auto Exchange Holdings Pty Ltd Automotive Data Services Pty Ltd carsales.com Investments Pty Ltd Discount Vehicles Australia Pty Ltd Equipment Research Group Pty Ltd Webpointclassifieds Pty Ltd Financial year entered into agreement 30 June 2015 30 June 2015 30 June 2015 30 June 2015 30 June 2015 30 June 2015 30 June 2015 30 June 2015 30 June 2015 The companies that are party to this deed guarantee the debts of the others and represent the “Closed Group” from the date of entering into the agreement. These wholly-owned entities have been relieved from the requirement to prepare a financial report and directors’ report under Class Order 98/1418 (as amended) issued by the Australian Securities and Investments Commission. (a) Consolidated statement of comprehensive income Set out below is a consolidated income statement for the year ended 30 June 2015 of the Closed Group. Consolidated statement of comprehensive income Revenue from continuing operations Sale of goods and services Revenue from continuing operations Expenses Sales and marketing expenses Operations and administration Service development and maintenance Earnings before interest, taxes, depreciation and amortisation Depreciation and amortisation expense Finance income Finance costs Dividends received to date Profit before income tax Income tax expense Profit from continuing operations Total comprehensive income for the year 2015 $’000 238,303 238,303 (55,120) (19,543) (21,931) 141,709 (4,004) 571 (8,772) 6,231 135,735 (38,526) 97,209 97,209 76 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (b) Consolidated statement of financial position Set out below is a Consolidated statement of financial position as at 30 June 2015 of the Closed Group. Consolidated statement of finance position Current assets Cash and cash equivalents Trade and other receivables Total current assets Non-current assets Investments Property, plant and equipment Deferred tax assets Intangible assets Total non-current assets Total assets Current liabilities Trade and other payables Current tax liabilities Provisions Deferred revenue Total current liabilities Non-current liabilities Borrowings Provisions Total non-current liabilities Total liabilities Net assets Equity Contributed equity Reserves Retained earnings Total equity 2015 $’000 16,177 36,998 53,175 313,556 3,576 4,806 85,545 407,483 460,658 18,836 584 4,622 5,413 29,455 209,151 1,031 210,182 239,637 221,021 91,905 20,299 108,817 221,021 Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 77 Other 23 Remuneration of auditors During the year the following fees were paid or payable for services provided by the auditor of the parent entity, its related practices and non- related audit firms: (a) PricewaterhouseCoopers PricewaterhouseCoopers firm Audit and review of financial reports Controls and assurance services Due diligence services Total remuneration for audit and other assurance services Taxation services Tax compliance services, including review of Company income tax returns International tax consulting and tax advice on mergers and acquisitions 2015 $ 2014 $ 349,000 190,000 25,028 241,879 615,907 77,000 84,264 - 165,543 355,543 64,439 61,880 Total remuneration for taxation services 161,264 126,319 Other services Due diligence fees paid to PricewaterhouseCoopers network firms Other services Total remuneration of PricewaterhouseCoopers (b) Non-PwC audit firms Audit and other assurance services Audit and review of financial statements Total remuneration for audit and other assurance services Total auditors’ remuneration - 8,000 91,755 - 785,171 573,617 79,683 79,683 11,705 11,705 864,854 585,322 It is the Company’s policy to employ PwC on assignments additional to their statutory audit duties where PwC’s expertise and experience with the Company are important. These assignments are principally tax advice and due diligence reporting on acquisitions, or where PwC is awarded assignments on a competitive basis. It is the Company’s policy to seek competitive tenders for all major consulting projects. 24 Share-based payments Share-based compensation benefits are provided to employees via the carsales.com Ltd Option Plan. Total expenses arising from share-based payment transactions recognised during the period as part of employee benefit expense were $1,614,000 (2014: $1,775,000) 78 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements (a) Employee Option Plan Set out below are summaries of options and performance rights granted under the plan: 2015 Grant date Expiry date Exercise price Balance at start of the year Options granted during the year Performance rights granted during the year Total exercised during the year Expired during the year Balance at the end of the year Vested and exercisable at end of the year Number Number Number Number Number Number Number Jul 2007 Sep 2014 $1.75 5,000 Mar 2010 Oct 2014 $3.89 30,625 Oct 2010 Oct 2015 $4.90 175,000 Mar 2011 Oct 2015 $4.90 100,000 Oct 2011 Oct 2016 $4.69 659,375 Oct 2011 Oct 2016 $0.00 133,725 Mar 2012 Oct 2016 $4.69 164,283 Mar 2012 Mar 2017 $0.00 52,379 Oct 2012 Oct 2017 $5.93 710,410 Oct 2012 Oct 2017 $0.00 250,912 Oct 2013 Oct 2018 $9.10 406,156 Oct 2013 Oct 2018 $0.00 207,656 Oct 2014 Oct 2019 $10.71 Oct 2014 Oct 2019 $0.00 - - - - - - - - - - - - - - 660,349 - - - - - - - - - - - - - - 225,255 (5,000) (30,625) (150,000) (55,000) (625,713) (133,725) - - - - - - - - - - 25,000 25,000 45,000 45,000 33,662 33,662 - - (92,453) (2,586) 69,244 69,244 (52,379) - - - (126,691) (100,896) 482,823 96,927 (74,888) (39,828) 136,196 - - - - (11,397) 394,759 (35,477) 172,179 (2,973) 657,376 (732) 224,523 - - - - - Total 2,895,521 660,349 225,255 (1,346,474) (193,889) 2,240,762 269,833 Weighted average exercise price $4.57 $10.71 $0.00 $3.90 $3.85 $6.39 $5.19 2014 Grant date Expiry date Exercise price Balance at start of the year Options granted during the year Performance rights granted during the year Total exercised during the year Expired during the year Balance at the end of the year Vested and exercisable at end of the year Number Number Number Number Number Number Number Jul 2007 Jun 2014 $1.75 Jul 2007 Sep 2014 $1.75 2,000 5,000 Sep 2008 Sep 2013 $2.00 20,000 Mar 2010 Oct 2014 $3.89 157,500 Oct 2010 Oct 2015 $4.90 1,067,347 Mar 2011 Oct 2015 $4.90 450,000 Oct 2011 Oct 2016 $4.69 882,347 Oct 2011 Oct 2016 $0.00 201,554 Mar 2012 Mar 2017 $4.69 208,247 Mar 2012 Mar 2017 $0.00 66,399 Oct 2012 Oct 2017 $5.93 727,850 Oct 2012 Oct 2017 $0.00 257,223 Oct 2013 Oct 2018 $9.10 Oct 2013 Oct 2018 $0.00 - - - - - - - - - - - - - - 408,073 - - - - - - - - - - - - - - 208,383 (2,000) - (20,000) (126,875) (892,347) - - - - - - - 5,000 5,000 - - 30,625 30,625 175,000 175,000 (315,000) (35,000) 100,000 100,000 (222,960) (67,819) - - 659,387 167,933 133,735 - - - - - - (43,964) 164,283 (14,020) 52,379 (17,462) 710,388 (6,311) 250,912 (1,917) 406,156 (727) 207,656 - - - - - - - Total 4,045,467 408,073 208,383 (1,647,001) (119,401) 2,895,521 478,558 Weighted average exercise price $4.33 $9.10 $0.00 $4.55 $4.18 $4.57 $4.71 Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 79 The estimate of the weighted average share price at the date of exercise of options exercised regularly during the year ended 30 June 2015 is estimated to be approximately $10.49 (2014: approximately $10.61). The weighted average remaining contractual life of share options outstanding at the end of the period was 3.17 years (2014 – 2.99 years). The establishment of the carsales.com Ltd Employee Option Plan was undertaken under a prospectus lodged with ASIC in 2000. Staff eligible to participate in the plan are those invited by the Board of Directors. Options and performance rights are granted under the plan for no consideration with conditions including a vesting period and expiry date. Senior executives vesting conditions, including EPS targets, are noted in the Remuneration Report on page 30. Options and performance rights granted under the plan carry no dividend or voting rights. When exercisable, each option is convertible into one ordinary share in return for payment of the option’s exercise price. Each performance rights is convertible into one ordinary share for $0.00 exercise price, upon satisfaction of all vesting requirements. The exercise price of options is set in advance by the Board of Directors. Fair value of options and performance rights granted The assessed fair value at grant date of options granted during the year ended 30 June 2015 is $2.36 (2014 – $3.91). The assessed value at grant date of performance rights granted during the year ended 30 June 2015 ranged between $9.12 and $9.41 (2014 – between $10.32 and $10.58). The fair value at grant date is determined using a Black- Scholes option pricing model that takes into account the exercise price, the term of the option and performance right, the impact of dilution, the share price at grant date and expected price volatility of the underlying share, the expected dividend yield and the risk free interest rate for the term of the option. The model inputs for options and performance rights granted during the year ended 30 June 2015 included: Exercise price Grant date Expiry date Share price at grant date Expected price volatility of the Company’s shares Expected dividend yield Risk-free interest rate Options Performance rights 2015 $10.71 2014 $9.10 2015 $0 2014 $0 October 2014 October 2013 October 2014 October 2013 October 2019 October 2018 October 2019 October 2018 $10.33 33.9% 3.1% 3.6% $10.55 34.1% 2.5% 4.1% $10.33 33.9% 3.1% 3.6% $10.55 34.1% 2.5% 4.1% The expected price volatility is based on historical volatility adjusted for any expected changes to future volatility due to publicly available information. 80 | carsales.com Limited – Annual Report – 30 June 2015 Notes to the consolidated financial statements 25 Parent entity financial information (a) Summary financial information Balance sheet Current assets Non-current assets Total assets Current liabilities Non-current liabilities Total liabilities Shareholders’ equity Issued capital Reserves Retained earnings Total equity Profit or loss for the year Total comprehensive income 2015 $’000 2014 $’000 62,759 409,698 472,457 63,047 210,182 273,229 91,905 20,299 87,024 199,228 102,700 102,700 53,553 344,352 397,905 60,190 166,008 226,198 77,603 17,711 76,393 171,707 81,759 81,759 Recognition and measurement The financial information for the parent entity, carsales.com Ltd, has been prepared on the same basis as the consolidated financial statements, except as set out below. (i) Investments in subsidiaries Investments in subsidiaries are accounted for at cost in the financial statements of carsales.com Ltd. Dividends received from subsidiaries are recognised in the parent entity’s profit or loss, rather than being deducted from the carrying amount of these investments. Investments in subsidiaries are tested for impairment whenever changes in events or circumstances indicate that the carrying amount may not be recoverable. Such events may include receipt of dividends, refer Note 16 for details of impairment accounting policies. The following standards are not applicable to carsales.com Ltd and therefore there is no impact on the Group: • AASB 2013-5 Amendments to Australian Accounting Standards – Investment Entities (effective 1 January 2014). • Transitioning between tiers (AASB 2014-2) (effective date 1 July 2014). • AASB Interpretation 21 Levies (effective 1 January 2014). • AASB 2013-4 Amendments to Australian Accounting Standards – Novation of Derivatives and Continuation of Hedge Accounting – [AASB 139] (effective 1 January 2014). • Hedge Accounting and Amendments to IFRS 9, IFRS 7 and IAS 39. • Defined Benefit Plans: Employee Contributions – Amendments to IAS 19 (effective 1 January 2014). (b) Contingent liabilities of the parent entity • Accounting for Levies (Interpretation 21) (effective 1 January 2014). The parent entity did not have any contingent liabilities as at 30 June 2015 or 30 June 2014. • Consolidation and interest of policy holders (AASB 2013-7) (effective 1 January 2014). • Superannuation Entities (AASB 1056) (effective 1 January 2016). 26 Other accounting policies The following standards will be applicable in future reporting periods and the Group will adopt the standards upon the operative date. The Group is assessing the impact of these standards however they are not expected to have significant impact: • AASB 9 Financial Instruments addresses the classification, measurement and de-recognition of financial assets and financial liabilities (effective 1 January 2015). • AASB 9 Financial Instruments (effective 1 January 2018). • Clarification of acceptable methods of depreciation and amortisation (AASB 2014-4) (effective 1 January 2016). • Accounting for acquisitions of interests in joint operations (AASB 2014-3) (effective 1 January 2016). 27 Events occurring after the reporting period Except as set out below no matter or circumstance has occurred subsequent to period end that has significantly affected, or may significantly affect, the operations of the Group the results of those operations or the state of affairs of the Group or economic entity in subsequent financial years. On 7 August 2015 the Company announced that it has agreed to acquire a 65% controlling shareholding in SoloAutos (www.soloautos. mx), a leading automotive classifieds website in Mexico, for an investment of up to US $9m. Notes to the consolidated financial statements carsales.com Limited – Annual Report – 30 June 2015 | 81 Directors’ declaration 82 | carsales.com Limited – Annual Report – 30 June 2015 Directors’ declaration In the Directors’ opinion: (a) the financial statements and notes set out on pages 41 to 81 are in accordance with the Corporations Act 2001, including: (i) Complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements. (ii) Giving a true and fair view of the consolidated entity’s financial position as at 30 June 2015 and of its performance for the financial year ended on that date. (b) there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable. The basis of preparation confirms that the financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board. The Directors have been given the declarations by the Managing Director and Chief Financial Officer required by section 295A of the Corporations Act 2001. Greg Roebuck Managing Director Sydney 11 August 2015 Directors’ declaration carsales.com Limited – Annual Report – 30 June 2015 | 83 Innovation is core to everything we do and we are constantly searching for new ways to add value for our customers. As one of the country’s original disruptors, we see our investment in RateSetter Australia and the budding local P2P market as a great opportunity to deliver returns for our stakeholders. 84 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Limited – Annual Report – 30 June 2015 | 85 Auditor’s report 86 | carsales.com Limited – Annual Report – 30 June 2015 Independent auditor’s report to the members of carsales.com Ltd Report on the financial report We have audited the accompanying financial report of carsales.com Ltd (the company), which comprises the consolidated statement of financial position as at 30 June 2015, the consolidated statement of comprehensive income, consolidated statement of changes in equity and consolidated statement of cash flows for the year ended on that date, a summary of significant accounting policies, other explanatory notes and the directors’ declaration for carsales.com Ltd (the consolidated entity). The consolidated entity comprises the company and the entities it controlled at year’s end or from time to time during the financial year. Directors’ responsibility for the financial report The directors of the company are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal control as the directors determine is necessary to enable the preparation of the financial report that is free from material misstatement, whether due to fraud or error. In the basis of preparation section, the directors also state, in accordance with Accounting Standard AASB 101 Presentation of Financial Statements, that the financial statements comply with International Financial Reporting Standards. Auditor’s responsibility Our responsibility is to express an opinion on the financial report based on our audit. We conducted our audit in accordance with Australian Auditing Standards. Those standards require that we comply with relevant ethical requirements relating to audit engagements and plan and perform the audit to obtain reasonable assurance whether the financial report is free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial report. The procedures selected depend on the auditor’s judgement, including the assessment of the risks of material misstatement of the financial report, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the consolidated entity’s preparation and fair presentation of the financial report in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the directors, as well as evaluating the overall presentation of the financial report. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Independence In conducting our audit, we have complied with the independence requirements of the Corporations Act 2001. PricewaterhouseCoopers, ABN 52 780 433 757 Freshwater Place, 2 Southbank Boulevard, SOUTHBANK VIC 3006, GPO Box 1331, MELBOURNE VIC 3001 T: 61 3 8603 1000, F: 61 3 8603 1999, www.pwc.com.au Liability limited by a scheme approved under Professional Standards Legislation. 98 carsales.com Limited – Annual Report – 30 June 2015 | 87 Auditor’s opinion In our opinion: (a) the financial report of carsales.com Ltd is in accordance with the Corporations Act 2001, including: (i) (ii) giving a true and fair view of the consolidated entity's financial position as at 30 June 2015 and of its performance for the year ended on that date; and complying with Australian Accounting Standards (including the Australian Accounting Interpretations) and the Corporations Regulations 2001. (b) the financial report and notes also comply with International Financial Reporting Standards as disclosed in the basis of preparation section. Report on the Remuneration Report We have audited the remuneration report included in pages 23 to 37 of the directors’ report for the year ended 30 June 2015. The directors of the company are responsible for the preparation and presentation of the remuneration report in accordance with section 300A of the Corporations Act 2001. Our responsibility is to express an opinion on the remuneration report, based on our audit conducted in accordance with Australian Auditing Standards. Auditor’s opinion In our opinion, the remuneration report of carsales.com Ltd for the year ended 30 June 2015 complies with section 300A of the Corporations Act 2001. PricewaterhouseCoopers netohcsniLnotnA rentraP enruobleM 5102tsuguA11 99 88 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Limited – Annual Report – 30 June 2015 | 89 Shareholder information 90 | carsales.com Limited – Annual Report – 30 June 2015 Shareholder information The shareholder information set out below was applicable as at 31 July 2015. A. Distribution of equity securities Class of equity security Ordinary shares Options and performance rights Redeemable preference shares Convertible notes 7 38 9 28 6 88 - - - - - - - - - - - - Shares 10,294 7,419 969 565 86 19,333 Holding 1 – 1,000 1,001 – 5,000 5,001 – 10,000 10,001 – 100,000 100,001 and over There were 241 holders of less than a marketable parcel of ordinary shares. carsales.com Limited – Annual Report – 30 June 2015 | 91 B. Equity security holders Twenty largest quoted equity security holders The names of the twenty largest holders of quoted equity securities are listed below: Name HSBC Custody Nominees (Australia) Limited J P Morgan Nominees Australia Limited National Nominees Limited Citicorp Nominees Pty Limited Clear-Way Investments Pty Ltd BNP Paribas Noms Pty Ltd RBC Investor Services Australia Nominees Pty Limited National Nominees Limited Essena Pty Ltd Four Us Pty Ltd Steven Kloss Pty Ltd Citicorp Nominees Pty Limited Billkaren Pty Ltd HSBC Custody Nominees (Australia) Limited Gregory Paul Roebuck UBS Nominees Pty Ltd Level 16 Chifley Tower Kilienz Pty Ltd Mr Andrew Gajtan Curmi Mrs Anne Beime Milton Corporation Limited Ordinary shares Number held Percentage of issued shares 50,722,968 31,985,485 22,684,423 18,805,909 14,609,629 9,304,905 4,390,040 4,138,994 3,358,277 2,926,555 2,482,000 2,344,895 2,250,000 1,639,271 1,566,126 1,530,380 1,400,000 1,160,500 1,000,000 867,000 21.1 13.3 9.4 7.8 6.1 3.9 1.8 1.7 1.4 1.2 1.0 1.0 0.9 0.7 0.7 0.6 0.6 0.5 0.4 0.4 179,167,357 74.5 Number on issue Number of holders Options and performance rights issued under the carsales.com Ltd Employee Option Plan to take up ordinary shares 2,357,777 88 92 | carsales.com Limited – Annual Report – 30 June 2015 C. Substantial holders Substantial holders in the Company are set out below: JCP Investment Partners Hyperion Asset Management Goldman Sachs Asset Management Number held Percentage 22,085,312 20,560,124 16,119,891 9.2 8.6 6.7 D. Voting rights The voting rights attaching to each class of equity securities are set out below: (a) Ordinary shares On a show of hands every member present at a meeting in person or by proxy shall have one vote and upon a poll each share shall have one vote. (b) Options No voting rights. carsales.com Limited – Annual Report – 30 June 2015 | 93 We’ve seen solid growth across a number of core business lines, including dealer and data, research and services. 94 | carsales.com Limited – Annual Report – 30 June 2015 carsales.com Limited – Annual Report – 30 June 2015 | 95 96 | carsales.com Limited – Annual Report – 30 June 2015

Continue reading text version or see original annual report in PDF format above