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Locality Planning Energy

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FY2020 Annual Report · Locality Planning Energy
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31 August 2020 

Appendix 4E and 2020 Annual Report 

Attached are the following documents relating to Locality Planning Energy Holdings Limited results for the year 
ended 30 June 2020: 

Appendix 4E 
Locality Planning Energy Holdings Limited 2020 Annual Report 

Authorised by the Board. 

Contact: Daniel Seeney  
Company Secretary 
investors@localityenergy.com.au 

ENDS 

About LPE 
LPE is the local Aussie electricity provider that cares about the needs of Australians and currently supplies 
electricity to tens of thousands of customers. Our mission is to keep things simple and be honest about the 
costs of electricity – to save the most amount of money for the most amount of people. This means no confusing 
contracts,  just  simple  savings,  and  honest  electricity.  The  LPE  product  range  includes  solutions  across 
electricity, solar, embedded networks, centralised hot water, and billing services for other utilities. In January 
2016, LPE was listed on the ASX and quickly developed a reputation as an energy supply specialist in strata 
communities  throughout  South-East  Queensland.  Two  years  later  in  2018  the  Company  received  financial 
backing from investment giant BlackRock. 

Locality Planning Energy Holdings Ltd (ASX: LPE) 
T1.306 55 Plaza Parade, Maroochydore QLD 4558 

Telephone 1800 040 168 
www.localityenergy.com.au 

ACN 147 867 301  

LOCALITY PLANNING ENERGY HOLDINGS LIMITED 
ABN 90 147 867 301 

Appendix 4E Preliminary Final Report under ASX Listing Rule 4.3A 

Year ended 30 June 2020  

Current reporting period 
Previous corresponding 
period 

1 July 2019 to 30 June 2020 
1 July 2018 to 30 June 2019 

Results for announcement to the market 

30 June 
2020 
$ 

30 June 
2019 
$ 

% 

change 

Revenue from ordinary activities 

43,719,587 

28,476,525 

58.53% 

Profit/(loss) from ordinary activities after tax 
attributable to members 

(7,231,267) 

(2,181,690) 

(231.45%) 

Net profit/(loss) from ordinary activities after 
tax attributable to members 

(7,231,267) 

(2,181,690) 

(231.45%) 

Final & interim dividend 

Nil 

Nil 

- 

Brief explanation of revenue and results 

Significant customer growth during the period has contributed to a 59% increase in 
revenue.   

Net loss after tax of $7.23 million includes a non-cash loss of $2.25 million from the 
change in fair value of financial instruments used to hedge the Company’s cost of 
wholesale energy.  The loss in fair value on the Company’s hedge book has been taken 
up on the balance sheet to be realised in future periods.   

Excluding this item, the underlying loss was $4.98 million which is largely due to an 
increase in employee costs, up $2.46 million on the prior period, representing an 
investment in the sales team and additional operational personnel to support the 
Company’s significant growth.    

1 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Financing costs of $1.96 million (2019: $0.62 million) is up from prior period due to 
additional drawdowns of the BlackRock Facility to $15 million as at 30 June 2020 ($6.1 
million as at 30 June 2019). 

Electricity margins (excluding the unrealised losses on derivatives) have been maintained 
at 17% (2019: 18%), with only a slight dilution from the prior period, due to a change in 
product mix (an increase in residential retail electricity and business customers.)  

Dividend payments 
Dividend reinvestment plan 

Nil 
Nil 

Net tangible asset per security 

2020 
$ 
0.1440 

2019 
$ 
0.0435 

Entities over which the group gained or lost control over the period 

LPE Infrastructure Pty Ltd was deregistered on the 13th May 2020. 

Details of interests in associates and joint ventures 

Nil 

Any other significant information 

An additional $3 million in capital was raised via a new share issue in August 2020, which 
will allow the company to accelerate growth in 2021. 

Commentary on results 

The Company has experienced significant growth during the period, with customers 
increasing by 9,700 to 31,200 at 30 June 2020. This growth has been achieved despite 
unprecedented disruptions to interpersonal sales activity in the second half, relating to the 
COVID-19 pandemic. The majority of growth in the current period has been achieved from 
residential retail electricity and business customers.  

The Company has a broadening product offering, with 90% of its growth in the current period 
obtained from direct market residential and SME customers (just 10% from the Company’s 
long-established  embedded  networks  product),  and  its  emerging  and  innovative  shared 
solar product is anticipated to deliver significant traction in 2021. 

This report should be read in conjunction with Locality Planning Energy Holdings 
Limited Directors’ Report incorporating the Operating and Financial Review and the 
2020 Annual Report released to market on 31 August 2020. 

2 

 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited

Annual Report
2020

The Honest Electricity Provider  

Locality Planning Energy Holdings Limited  |  Annual Report 2020

1

Contents

Performance Highlights

What We Do

Corporate Directory

Chairman’s Letter

Message from the Managing Director and CEO

Operating and Financial Review

Impacts of COVID-19

Directors’ Report

Remuneration Report – Audited

Financial Statements

Notes to the Financial Statements

Directors’ Declaration

Auditor’s Independence Declaration

Independent Auditor’s Report

Shareholder Information

4

5

9

10

12

14

16

19

23

27

32

53

54

55

61

LPE is recognised as one of the leading

South East Queensland electricity providers. 

We supply thousands of Aussies with 

innovative electricity solutions.

2

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3

We’re Local   We’re Honest   We’re Innovative

LPE Performance Highlights
Key Operating Metrics
LPE Performance Highlights
Key Operating Metrics

6,213

6,213

34,082

34,082

4,963

4,963

26,253

26,253

Customer 
Growth
Customer 
Growth

Residential Customers

SME Customers

1,390

151

1,390

Business Customers
SME Customers

Residential Customers

0

3,269

FY16
0

3,269

FY16

117

9,050
117

FY17
9,050

151

15,120

15,120

FY18

20,165

20,165

FY19

FY20

FY21(F)

What We Do

FY17

FY18

FY19

FY20

FY21(F)

$43M

$43M

Revenue 
Growth
Revenue 
Growth

$28M

$21M

$28M

$21M

$10M

$10M

FY17

FY18

FY19

FY20

FY17

FY18

FY19

FY20

$2M

FY16
$2M

FY16

Locality Planning Energy (ASX: LPE) became an 

authorised electricity retailer in 2014 and listed 

on the ASX in January 2016.

LPE is an electricity retail company specialising 

in residential apartment buildings (embedded 

networks) throughout South-East Queensland. 

The Company also installs and manages hot 

water supply infrastructure and behind-the-

meter solar energy solutions. In addition, LPE has 

a growing business in the traditional direct-to-

consumer electricity supply segment, targeting 

both residential and business customers.

4

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5

LPE Performance Highlights

Key Operating Metrics

LPE Performance Highlights

Key Operating Metrics

4,963

4,963

26,253

26,253

Customer 

Growth

Customer 

SME Customers

Residential Customers

Growth

Business Customers

SME Customers

Residential Customers

151

1,390

1,390

20,165

20,165

117

9,050

117

FY17

9,050

151

15,120

15,120

FY18

0

3,269

FY16

0

3,269

FY16

FY19

FY20

FY21(F)

FY17

FY18

FY19

FY20

FY21(F)

6,213

6,213

34,082

34,082

$43M

$43M

Revenue 

Growth

Revenue 

Growth

$28M

$21M

$28M

$21M

$10M

$10M

$2M

FY16

$2M

FY16

FY17

FY18

FY19

FY20

FY17

FY18

FY19

FY20

What We Do

Locality Planning Energy (ASX: LPE) became an 

authorised electricity retailer in 2014 and listed 

on the ASX in January 2016.

LPE is an electricity retail company specialising 

in residential apartment buildings (embedded 

networks) throughout South-East Queensland. 

The Company also installs and manages hot 

water supply infrastructure and behind-the-

meter solar energy solutions. In addition, LPE has 

a growing business in the traditional direct-to-

consumer electricity supply segment, targeting 

both residential and business customers.

4

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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5

Our Products

Embedded 
Networks

LPE is recognised as one of the largest 

residential embedded network 

operators in South East Queensland.  

Embedded networks enable 

communities to reduce energy costs 

via connecting multiple premises to 

the National Electricity Market with a 

single meter, saving residents money 

on costly network charges.

At LPE we have everything you and 

your community need to reduce your 

electricity bills and become more 

environmentally friendly. Our strata 

electricity experts offer a range of 

options for owner’s corporations, 

body corporate managers and owners 

to reduce costs and maximise savings. 

“We’ve been using LPE for many 

years to provide our local new 

developments with tailored electricity 

solutions. The team at LPE continue 

to provide a high level of service 

and work with us to ensure the 

solutions meet the requirements 

for each build. LPE has dedicated 

departments covering Electricity, 

Hot Water and Solar with experts in 

each field. Being a local company, 

ease of access to each department 

has been invaluable. Overall LPE 

has been able to provide turnkey 

embedded electricity solutions of 

temporary builders supply to practical 

completion.”

Matt Skrinis Project Manager 

Hutchinson Builders

Retail 

Electricity

We supply thousands of residential 

and business customers with 

their day-to-day electricity needs. 

The LPE difference is that we are 

committed to honest pricing, with 

simple and easy to understand 

bills. LPE also takes great pride in 

our exceptional customer service, 

including a call center based right 

here in Australia. 

“LPE have been such a pleasure to 

deal with. Right from the beginning, 

I’ve found their local customer 

service team to be friendly, 

responsive and knowledgeable. Not 

only do we receive great friendly 

service, but they saved me a lot of 

money with a great rate, and I get 

rewarded when I refer my friends. 

My only regret is not making the 

switch sooner!”

Vicki Tierney 

Woody Point 

6
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7

7

Our Products

Embedded 

Networks

LPE is recognised as one of the largest 

residential embedded network 

operators in South East Queensland.  

Embedded networks enable 

communities to reduce energy costs 

via connecting multiple premises to 

the National Electricity Market with a 

single meter, saving residents money 

on costly network charges.

At LPE we have everything you and 

your community need to reduce your 

electricity bills and become more 

environmentally friendly. Our strata 

electricity experts offer a range of 

options for owner’s corporations, 

body corporate managers and owners 

to reduce costs and maximise savings. 

“We’ve been using LPE for many 

years to provide our local new 

developments with tailored electricity 

solutions. The team at LPE continue 

to provide a high level of service 

and work with us to ensure the 

solutions meet the requirements 

for each build. LPE has dedicated 

departments covering Electricity, 

Hot Water and Solar with experts in 

each field. Being a local company, 

ease of access to each department 

has been invaluable. Overall LPE 

has been able to provide turnkey 

embedded electricity solutions of 

temporary builders supply to practical 

completion.”

Matt Skrinis Project Manager 

Hutchinson Builders

Retail 
Electricity

We supply thousands of residential 

and business customers with 

their day-to-day electricity needs. 

The LPE difference is that we are 

committed to honest pricing, with 

simple and easy to understand 

bills. LPE also takes great pride in 

our exceptional customer service, 

including a call center based right 

here in Australia. 

“LPE have been such a pleasure to 

deal with. Right from the beginning, 

I’ve found their local customer 

service team to be friendly, 

responsive and knowledgeable. Not 

only do we receive great friendly 

service, but they saved me a lot of 

money with a great rate, and I get 

rewarded when I refer my friends. 

My only regret is not making the 

switch sooner!”

Vicki Tierney 

Woody Point 

6

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7
7

Corporate

Directory

Non-Executive Chairman

Mr Justin Pettett

Non-Executive Director

Mr Barnaby Egerton-Warburton

Executive Directors

Mr Damien Glanville

Ms Melissa Farrell

Chief Operating Officer

Mr Paul Wilson

Company Secretary

Mr Daniel Seeney

Principal & Registered Office

Suite 306, Tower 1

Kon-Tiki Business Centre

55 Plaza Parade

Maroochydore QLD 4558

Phone: 1800 040 168

Auditors

Bentleys

Level 9, 123 Albert Street

Brisbane QLD 4000

Phone +61 7 3222 9777

Lawyers

Gadens

Level 11, 111 Eagle Street

Brisbane QLD 4000

Phone +61 7 3231 1692

Share Registrar

Link Market Services Limited

10 Eagle Street

Brisbane QLD 4000

Phone: + 61 1300 554 474

Stock Exchange Listing

Australian Securities Exchange

Code: LPE

8
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9

9

Brendan Hays, Chair of Urban Apartment’s body corporateSolar and Shared SolarLPE work with homes, businesses, and strata communities to provide the perfect solar solution for any situation.We are leading the way on sustainability in strata energy solutions, through delivering innovative shared solar electricity infrastructure to residential customers in apartment living. Our shared solar product enables residents to benefit from onsite solar generation and batteries. LPE installs and owns the infrastructure, and enters a long-term supply agreement with the community whereby body corporates and their underlying residents benefit from the installation and maintenance of the asset at zero upfront cost as well as gaining access to LPE’s dependable platform for customer service and billing. “We have been interested in installing solar for many years, but there was no solution available that worked for all residents within the apartment complex, as well as the body corporate. With LPE, we managed to not only have the solar system installed at no cost, but we can now enjoy the benefits of cheaper, greener electricity in our community. Our residents feel good knowing that they are helping the environment by using renewable energy and they are saving money whilst doing it.” Corporate
Directory

Non-Executive Chairman
Mr Justin Pettett

Non-Executive Director
Mr Barnaby Egerton-Warburton

Executive Directors
Mr Damien Glanville
Ms Melissa Farrell

Chief Operating Officer
Mr Paul Wilson

Company Secretary
Mr Daniel Seeney

Principal & Registered Office
Suite 306, Tower 1
Kon-Tiki Business Centre
55 Plaza Parade
Maroochydore QLD 4558
Phone: 1800 040 168

Auditors
Bentleys
Level 9, 123 Albert Street
Brisbane QLD 4000
Phone +61 7 3222 9777

Lawyers
Gadens
Level 11, 111 Eagle Street
Brisbane QLD 4000
Phone +61 7 3231 1692

Share Registrar
Link Market Services Limited
10 Eagle Street
Brisbane QLD 4000
Phone: + 61 1300 554 474

Stock Exchange Listing
Australian Securities Exchange
Code: LPE

8

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9
9

Brendan Hays, Chair of Urban Apartment’s body corporateSolar and Shared SolarLPE work with homes, businesses, and strata communities to provide the perfect solar solution for any situation.We are leading the way on sustainability in strata energy solutions, through delivering innovative shared solar electricity infrastructure to residential customers in apartment living. Our shared solar product enables residents to benefit from onsite solar generation and batteries. LPE installs and owns the infrastructure, and enters a long-term supply agreement with the community whereby body corporates and their underlying residents benefit from the installation and maintenance of the asset at zero upfront cost as well as gaining access to LPE’s dependable platform for customer service and billing. “We have been interested in installing solar for many years, but there was no solution available that worked for all residents within the apartment complex, as well as the body corporate. With LPE, we managed to not only have the solar system installed at no cost, but we can now enjoy the benefits of cheaper, greener electricity in our community. Our residents feel good knowing that they are helping the environment by using renewable energy and they are saving money whilst doing it.” Chairman’s
Letter

Dear Shareholders

I am pleased to present our 2020 annual report, my first as the Company’s Chairman. I am also 
happy to report that we are recognised as one of the largest residential embedded network 
operators in South East Queensland. The strides the Company has made over the past six 
months have been extremely promising. The tenacity and enthusiasm shown by the staff at LPE 
during the ongoing challenges of the COVID-19 pandemic is a testament to the changes made at 
both the Board and Management levels in early 2020.  Shareholders not only would have noticed a 
step-change in the performance of the Company, but also the way that the Companys’ performance 
is communicated.  Clear and concise communication lines within the business, together with the 
reinstatement of a hierarchy of responsibility and accountability has drastically improved the culture 
and atmosphere at LPE. We can now focus on delivering the strategy laid out for the year ahead, 
which anticipates healthy growth of 10,000 new customers, or +32% over the year. 

During the 2020 financial year, the Company’s revenues once again grew significantly by over 58% 
compared to the June 2019 year.  However, this growth required significant investment in capacity 
which saw costs increase considerably. Optimising the cost base of the business has been an intense 
focus of the new Board, resulting in the implementation of cost-cutting measures and the launch 
of a company wide efficiency program. Concurrently the sales and marketing strategy has been 
revamped in conjunction with adapting sales tactics to the new COVID-19 norm. The result of all of 
these actions is the Company is targeting healthy growth in the FY21 financial year, and in addition 
we anticipate having a clear pathway to sustainable profitability over the near-term. 

We pride ourselves on the development of new and innovative products with a clear customer 
focused objective: to keep things simple and be honest and transparent about the costs of 
electricity in order to save our customers the most amount of money. At the time of writing 
this report, the Company has over 32,000 customers predominantly located in embedded networks 
within strata communities. Over 20,000 of our customers live in these highly effective cost-saving 
schemes, where LPE has installed, maintained, and funded hundreds of the capital conversion costs 
of apartment buildings in return for a long-term energy supply contract. We expect continued growth 
in embedded networks, however LPE customers now have a larger product suite to choose from to 
save them money on their electricity costs.  

As the wholesale energy market fundamentals change, so have we through the launch of LPEs
new shared solar products.  Similar to our core embedded network infrastructure installations, we 
supply and maintain the solar system at no capital cost to body corporates or residents, and enter 
a long-term contract with the community to manage the supply of low cost solar together with 
traditional grid electricity to residents.  We combine the solar and grid electricity consumed into one 
single, easy to understand bill.  LPE shared solar is the first of its kind to be offered by an energy 
retailer.  We are currently working with a large amount of strata communities through the design and 
approval stages of deploying a solar solution that will work towards creating a sustainable community. 
Through the growth of our shared solar product we will transition to not only a supplier of electricity

but an owner and operator of electricity generation infrastructure. This will set us apart from our 

competitors and position LPE as a vertically integrated business similar to the behemoths in our 

industry. 

I would like to take this opportunity to expand upon one important aspect of what differentiates 

LPE, and how this provides for a highly durable core business, and a steady platform to grow our 

market share over the long-term.  Capital costs associated with our embedded networks and shared 

solar are an investment in critical energy infrastructure in the communities that we supply. These 

costs are incurred upfront and are funded 100% by LPE. The infrastructure represents the physical 

requirements within buildings such as wiring, metering and switchboard changes for embedded 

networks and the installation of solar panels, inverters, batteries and other associated elements 

required for our shared solar systems.  Our investment in this energy infrastructure is recovered 

over several years, including an adequate return, as customers use and pay for electricity supplied 

by us. As a result, our customers enjoy savings on their electricity usage and the Company enjoys 

predictable long-term contracted recurring revenues. 

The durability of LPE’s core business has been a key strength during this time of COVID-19 and 

provided a steady platform upon which our team can continue to focus on growing the business.

The support shown by new and existing shareholders has been most encouraging, and the recent 

capital raise has served to broaden the Company’s share register for the next stage of growth.  

I would like to thank our staff, customers, and shareholders for their continued support, and we look 

forward to working with, supplying and updating you respectively throughout the year. 

Justin Pettett

Chairman

10

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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11

 
 
 
Chairman’s

Letter

Dear Shareholders

I am pleased to present our 2020 annual report, my first as the Company’s Chairman. I am also 

happy to report that we are recognised as one of the largest residential embedded network 

operators in South East Queensland. The strides the Company has made over the past six 

months have been extremely promising. The tenacity and enthusiasm shown by the staff at LPE 

during the ongoing challenges of the COVID-19 pandemic is a testament to the changes made at 

both the Board and Management levels in early 2020.  Shareholders not only would have noticed a 

step-change in the performance of the Company, but also the way that the Companys’ performance 

is communicated.  Clear and concise communication lines within the business, together with the 

reinstatement of a hierarchy of responsibility and accountability has drastically improved the culture 

and atmosphere at LPE. We can now focus on delivering the strategy laid out for the year ahead, 

which anticipates healthy growth of 10,000 new customers, or +32% over the year. 

During the 2020 financial year, the Company’s revenues once again grew significantly by over 58% 

compared to the June 2019 year.  However, this growth required significant investment in capacity 

which saw costs increase considerably. Optimising the cost base of the business has been an intense 

focus of the new Board, resulting in the implementation of cost-cutting measures and the launch 

of a company wide efficiency program. Concurrently the sales and marketing strategy has been 

revamped in conjunction with adapting sales tactics to the new COVID-19 norm. The result of all of 

these actions is the Company is targeting healthy growth in the FY21 financial year, and in addition 

we anticipate having a clear pathway to sustainable profitability over the near-term. 

We pride ourselves on the development of new and innovative products with a clear customer 

focused objective: to keep things simple and be honest and transparent about the costs of 

electricity in order to save our customers the most amount of money. At the time of writing 

this report, the Company has over 32,000 customers predominantly located in embedded networks 

within strata communities. Over 20,000 of our customers live in these highly effective cost-saving 

schemes, where LPE has installed, maintained, and funded hundreds of the capital conversion costs 

of apartment buildings in return for a long-term energy supply contract. We expect continued growth 

in embedded networks, however LPE customers now have a larger product suite to choose from to 

save them money on their electricity costs.  

As the wholesale energy market fundamentals change, so have we through the launch of LPEs

new shared solar products.  Similar to our core embedded network infrastructure installations, we 

supply and maintain the solar system at no capital cost to body corporates or residents, and enter 

a long-term contract with the community to manage the supply of low cost solar together with 

traditional grid electricity to residents.  We combine the solar and grid electricity consumed into one 

single, easy to understand bill.  LPE shared solar is the first of its kind to be offered by an energy 

retailer.  We are currently working with a large amount of strata communities through the design and 

approval stages of deploying a solar solution that will work towards creating a sustainable community. 

Through the growth of our shared solar product we will transition to not only a supplier of electricity

but an owner and operator of electricity generation infrastructure. This will set us apart from our 
competitors and position LPE as a vertically integrated business similar to the behemoths in our 
industry. 

I would like to take this opportunity to expand upon one important aspect of what differentiates 
LPE, and how this provides for a highly durable core business, and a steady platform to grow our 
market share over the long-term.  Capital costs associated with our embedded networks and shared 
solar are an investment in critical energy infrastructure in the communities that we supply. These 
costs are incurred upfront and are funded 100% by LPE. The infrastructure represents the physical 
requirements within buildings such as wiring, metering and switchboard changes for embedded 
networks and the installation of solar panels, inverters, batteries and other associated elements 
required for our shared solar systems.  Our investment in this energy infrastructure is recovered 
over several years, including an adequate return, as customers use and pay for electricity supplied 
by us. As a result, our customers enjoy savings on their electricity usage and the Company enjoys 
predictable long-term contracted recurring revenues. 

The durability of LPE’s core business has been a key strength during this time of COVID-19 and 
provided a steady platform upon which our team can continue to focus on growing the business.
The support shown by new and existing shareholders has been most encouraging, and the recent 
capital raise has served to broaden the Company’s share register for the next stage of growth.  
I would like to thank our staff, customers, and shareholders for their continued support, and we look 
forward to working with, supplying and updating you respectively throughout the year. 

Justin Pettett

Chairman

10

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

11

 
 
 
Message from the
Managing Director
& CEO

Financial year 2019/20 has seen another year of solid growth across all customer segments, which 
has been achieved in conjunction with significant changes to our sales process as we rapidly adapt to 
the new COVID-19 business environment. 

The era of COVID-19 is one we will all remember for our lifetime.  It was a time when we needed to 
promptly acclimatise to a new and uncertain working environment comprised of a largely remote 
work force.  It is a testament to LPE’s capable team and self-directed corporate culture that staff were 
able to quickly and effectively relocate to their home offices and continue working hard to serve our 
customers at a potentially very difficult time for many. 

As the pandemic took hold, the Company acted to reduce the scope of our sales team whose 
ability to execute on the prior sales and growth strategy was severely constrained. However, despite 
a smaller team and the limitations of doing business during the pandemic, LPE’s team were able 
to continue to engage with new customers and surpassed our previous best sales month for the 
financial year. The entire team across sales, operations and marketing persevered, and continued to 
work towards our objectives through an innovative mindset and sheer grit. The outcomes delivered 
over the second half of the year are a testament to the hard work of all our team members during this 
challenging period.

In a time of crisis, it is more important than ever to reflect, and identify learnings as well as areas for 
improvement both personally and professionally. I believe LPE has been successful in incorporating 
this culture of continuous learning and development, as we strive to be more efficient in the way we 
operate day-to-day, and extend our customer-oriented value proposition which lies at the heart of our 
competitive advantage and continual growth. 

This has underpinned the recent decision to embark on a broad efficiency improvement program, 
overhaul our customer service functions, improve onboarding processes, and optimise billing. These 
actions have enabled an improvement in capacity and capability with a smaller team, reinforcing our 
competitiveness in preparation for the year ahead. 

I would like to take this opportunity to personally thank our employees who were part of LPE’s 
journey through the COVID-19 lockdown. The attitude that was demonstrated in such trying times of 
uncertainty was simply amazing.

Creating sustainable communities of the future

LPE is passionate about facilitating innovative energy solutions for the long-term benefit of strata 
communities and their residents.  Our business has been successfully built upon the installation, 
ownership and management of electricity supply infrastructure in high density residential premises in 
the South-East Queensland market.

LPE’s value proposition is built around being a dependable and capable long-term partner for behind-

the-meter electricity supply.  Our focus has always been on ensuring that we deliver the benefits 

available to residential customers in strata.

We are now leading the way on sustainability in strata energy solutions, through delivering innovative 

shared solar electricity infrastructure to residential customers in apartment living.  Our shared solar 

product enables residents to benefit from onsite solar generation, by applying the same process 

we have become well known for in embedded networks.  LPE installs and owns the infrastructure, 

and enters a long-term supply agreement with the community whereby body corporates and their 

underlying residents benefit from the installation and maintenance of the asset at zero upfront cost

as well as gaining access to LPE’s dependable platform for customer service and billing. 

We are also extending our shared solar product suite with deployment of a solution that incorporates 

rapidly evolving battery technology, in order to store excess solar energy during the day which is

then redeployed to residents during peak consumption times in the evening. This facilitates a 

significant reduction in the cost of a customer’s annual electricity bill.  However, the community also 

obtains access to a valuable renewable energy generation asset capable of delivering long-term 

benefits without having to fund capital works, and with peace of mind that they are supported by an 

ASX listed specialist. 

The year ahead will see the deployment of this strategy which is an exciting development in the 

evolution of LPE, and a platform for growth in partnership with our core customers. 

The next stage of growth

The financial year ahead is anticipated to be a turning point for the Company as the reinvigorated 

Board and leadership team sets about executing our growth strategy and working diligently towards 

our long-term vision.  While the operating and economic landscape is likely to be characterised by 

continued uncertainty, LPE is fortunately positioned in that our core business of electricity retailing in 

strata communities is a highly defensive business with a very high portion of contracted and stable 

revenue streams. This provides a steady platform from which the Company is able to continue to 

maintain focus on long-term growth through the economic cycle. 

Strata communities will continue to be our core focus as we further grow our portfolio of embedded 

networks, centralised hot water plants and shared solar infrastructure.  We are conscious of the 

financial stress being experienced by small business in the current climate and have therefore elected 

to take a cautious approach in the interim to increasing exposure to SME customers.  Our honest and 

transparent retail electricity rates continue to resonate with residential customers, and we anticipate 

that LPE will continue to gain market share and expand our scale throughout the year in this segment. 

Wholesale energy prices have declined to all-time lows as a result of COVID–19 shutdowns, which 

has created some of the most competitive retail energy prices we have seen in decades. As a 

smaller growth-oriented company with a nimble culture, we believe the current market conditions are 

supportive and provide a significant runway for ongoing growth. We look forward to the year ahead, 

and to welcoming new customers to LPE to experience for themselves what underpins everything

we do, our motto: “Honest Electricity”. 

Damien Glanville

Managing Director & CEO

12

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

13

 
 
 
Message from the

Managing Director

& CEO

Financial year 2019/20 has seen another year of solid growth across all customer segments, which 

has been achieved in conjunction with significant changes to our sales process as we rapidly adapt to 

the new COVID-19 business environment. 

The era of COVID-19 is one we will all remember for our lifetime.  It was a time when we needed to 

promptly acclimatise to a new and uncertain working environment comprised of a largely remote 

work force.  It is a testament to LPE’s capable team and self-directed corporate culture that staff were 

able to quickly and effectively relocate to their home offices and continue working hard to serve our 

customers at a potentially very difficult time for many. 

As the pandemic took hold, the Company acted to reduce the scope of our sales team whose 

ability to execute on the prior sales and growth strategy was severely constrained. However, despite 

a smaller team and the limitations of doing business during the pandemic, LPE’s team were able 

to continue to engage with new customers and surpassed our previous best sales month for the 

financial year. The entire team across sales, operations and marketing persevered, and continued to 

work towards our objectives through an innovative mindset and sheer grit. The outcomes delivered 

over the second half of the year are a testament to the hard work of all our team members during this 

challenging period.

In a time of crisis, it is more important than ever to reflect, and identify learnings as well as areas for 

improvement both personally and professionally. I believe LPE has been successful in incorporating 

this culture of continuous learning and development, as we strive to be more efficient in the way we 

operate day-to-day, and extend our customer-oriented value proposition which lies at the heart of our 

competitive advantage and continual growth. 

This has underpinned the recent decision to embark on a broad efficiency improvement program, 

overhaul our customer service functions, improve onboarding processes, and optimise billing. These 

actions have enabled an improvement in capacity and capability with a smaller team, reinforcing our 

competitiveness in preparation for the year ahead. 

I would like to take this opportunity to personally thank our employees who were part of LPE’s 

journey through the COVID-19 lockdown. The attitude that was demonstrated in such trying times of 

uncertainty was simply amazing.

Creating sustainable communities of the future

LPE is passionate about facilitating innovative energy solutions for the long-term benefit of strata 

communities and their residents.  Our business has been successfully built upon the installation, 

ownership and management of electricity supply infrastructure in high density residential premises in 

the South-East Queensland market.

LPE’s value proposition is built around being a dependable and capable long-term partner for behind-
the-meter electricity supply.  Our focus has always been on ensuring that we deliver the benefits 
available to residential customers in strata.

We are now leading the way on sustainability in strata energy solutions, through delivering innovative 
shared solar electricity infrastructure to residential customers in apartment living.  Our shared solar 
product enables residents to benefit from onsite solar generation, by applying the same process 
we have become well known for in embedded networks.  LPE installs and owns the infrastructure, 
and enters a long-term supply agreement with the community whereby body corporates and their 
underlying residents benefit from the installation and maintenance of the asset at zero upfront cost
as well as gaining access to LPE’s dependable platform for customer service and billing. 

We are also extending our shared solar product suite with deployment of a solution that incorporates 
rapidly evolving battery technology, in order to store excess solar energy during the day which is
then redeployed to residents during peak consumption times in the evening. This facilitates a 
significant reduction in the cost of a customer’s annual electricity bill.  However, the community also 
obtains access to a valuable renewable energy generation asset capable of delivering long-term 
benefits without having to fund capital works, and with peace of mind that they are supported by an 
ASX listed specialist. 

The year ahead will see the deployment of this strategy which is an exciting development in the 
evolution of LPE, and a platform for growth in partnership with our core customers. 

The next stage of growth

The financial year ahead is anticipated to be a turning point for the Company as the reinvigorated 
Board and leadership team sets about executing our growth strategy and working diligently towards 
our long-term vision.  While the operating and economic landscape is likely to be characterised by 
continued uncertainty, LPE is fortunately positioned in that our core business of electricity retailing in 
strata communities is a highly defensive business with a very high portion of contracted and stable 
revenue streams. This provides a steady platform from which the Company is able to continue to 
maintain focus on long-term growth through the economic cycle. 

Strata communities will continue to be our core focus as we further grow our portfolio of embedded 
networks, centralised hot water plants and shared solar infrastructure.  We are conscious of the 
financial stress being experienced by small business in the current climate and have therefore elected 
to take a cautious approach in the interim to increasing exposure to SME customers.  Our honest and 
transparent retail electricity rates continue to resonate with residential customers, and we anticipate 
that LPE will continue to gain market share and expand our scale throughout the year in this segment. 

Wholesale energy prices have declined to all-time lows as a result of COVID–19 shutdowns, which 
has created some of the most competitive retail energy prices we have seen in decades. As a 
smaller growth-oriented company with a nimble culture, we believe the current market conditions are 
supportive and provide a significant runway for ongoing growth. We look forward to the year ahead, 
and to welcoming new customers to LPE to experience for themselves what underpins everything
we do, our motto: “Honest Electricity”. 

Damien Glanville

Managing Director & CEO

12

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

13

 
 
 
Operating and
Financial Review

Operating Results

The net result of operations of the consolidated entity for the year ended 30 June 2020 was a loss of $7.2 million 
(2019 – loss of $2.2 million) which included:

•  Revenue $43.7 million (2019: $28.5 million);
•  Costs of goods sold $35.8 million (2019: $22.6 million);
•  Unrealised loss on derivatives $2.3 million (2019: Nil);
•  Financing expenses $2.0 million (2019: $0.6 million);
•  employee costs of $6.5 million (2019: $4.0 million);
•  other expenses of $4.4 million (2019: $3.5 million). 

LPE continued to deliver significant growth during the year with the business expanding to over 31,000 customers 
by 30 June 2020 reflecting growth of 45%. The uplift was achieved as the core embedded networks business 
was complemented by the fast growing direct-market vertical, which gained strong traction with residential and 
business customers. The growth was supported with considerable investment in sales and marketing initiatives 
over the year, including an expansion of the capacity of the sales team up until the onset of COVID-19. 

The rapid growth achieved over the year generated a gross profit of $7.1m (an increase of $2.0m or 41%). 
Electricity margins (excluding the unrealised losses on derivatives) were maintained at 17% (2019: 18%), with only 
a slight variance from the prior period, due to a change in product mix (an increase in direct market residential and 
business customers).

Underlying EBIT for the year was a loss of $3.8m, an increase of $1.4m over the prior year. While, gross profit 
increased considerably during the year, this was offset by higher expenditure incurred to increase sales capacity 
and deliver the growth that was anticipated. Employee costs for the year increased by $2.5 million compared to 
the prior year, representing not just an investment in the sales team but also additional operational personnel to 
support the Company’s rapid growth and expanded customer base.

Earnings Before Interest and Tax (EBIT) 

Statutory EBIT 

Government Grants 

Loss/(gain) on fair value of financial instruments 

Underlying EBIT 

2020 
$... 

2019
$...

-5,948,846 

-2,317,665

-113,444 

2,254,517 

0

-42,945

-3,807,773 

-2,360,610

Underlying EBIT is the primary alternative performance measures used by the Directors for the purpose of 
assessing the performance of the Group.  Underlying EBIT is a non-statutory (non-IFRS) measure. The objective of 
measuring and reporting underlying EBIT is to provide a more meaningful and consistent representation of financial 
performance by removing items that distort performance or are non-recurring in nature. Changes in the fair value 
of financial instruments are excluded from underlying EBIT to remove the significant volatility caused by timing 
mismatches in valuing financial instruments and the related underlying transactions. The valuation changes are 
subsequently recognised in underlying earnings when the underlying transactions are settled.  

In February following the renewal process that took place at the Board and senior executive level, a companywide 
efficiency program was implemented which has led to a significant reduction in operating costs and improved 
productivity. Importantly, off the back of this efficiency project, LPE has implemented a high-performance culture 
in which all employees have buy-in and proactively look for ways to find and achieve further efficiency gains. Major 
improvements have been achieved through staff productivity initiatives to better optimize working hours through 
reallocating team members across different working groups dependent of workflows in real time.

Through the last 4 months of the financial year there has been a dramatic increase in employee engagement 

which is measured weekly, and employee satisfaction has reached its highest score since company scorecards 

commenced in 2016. This overwhelming increase has been driven by improved internal communication and 

company culture.

The highly capable operations team performed exceptionally well through the second half of FY20, and 

demonstrated their ability to adapt quickly to a rapidly changing business landscape. The team was able to change 

direction and maximise opportunity as it was presented, and this has supported the steady growth realised in both 

the strata and direct-market segments.

A consistently positive customer experience is imperative for the sustainability of LPE’s business over the long-

term. In that regard, the demonstrated ability of LPE’s team to uphold high levels of customer service and 

support through the pandemic, has strengthened this fundamental point of difference in the minds of our valuable 

customers. Throughout COVID, LPE’s call center has maintained call wait times below the regulated and required 

30 second time limit, and the previously mentioned internal changes have been critical to maintain this service 

level.

where needed.  

As a result, the Company has successfully maintained excellent customer engagement throughout the year, 

and the entire team’s focus on providing our customers with the compassion they needed and the support they 

expect has been evident in our customer feedback and organic growth rates.  Some examples of initiatives LPE 

implemented to support customers through recent months are the removal of late fees and offering payment plans 

Community engagement continues to be at the forefront for the Company and during the year LPE has continued 

to provide support to our local communities. Through the community give back program, LPE has provided money 

to several local sporting and social clubs during the year. LPE also provided a local Sunshine Coast family with 12 

months free power after running a local campaign.

LPE’s core capability of expertise in strata has been instrumental in the successful retention of embedded networks 

coming out of contract during the period. This expertise is continually recognised by a vast number of body 

corporate committees we serve, and this was clearly demonstrated over the year as the Company maintained a 

100% retention rate of embedded network sites during FY20.

As the Company looks forward to delivering further growth in FY21, the operational strategy is focused on 

continuing to realise efficiency improvements, whilst supporting new and existing customers with the exceptional 

local service LPE is known for.

Shared Solar

LPE’s emerging and innovative shared solar energy product is anticipated to deliver significant traction in FY21. 

The solution facilitates the installation of rooftop solar infrastructure for strata communities, and the concurrent 

delivery of material savings on electricity bills with no upfront capital outlay with the backing of an established and 

trusted ASX listed strata specialist. It is therefore a compelling option for strata communities to deliver renewable 

energy to their residents by overcoming the usual hurdles and perceived risks faced by body corporates when 

considering an investment in renewable energy infrastructure. 

Similar to LPE’s core embedded network infrastructure installations, LPE will supply and maintain the solar system 

at no capital cost to body corporates or residents, and enter a long-term contract with the community to manage 

the supply of low cost solar and traditional grid electricity to residents. LPE then combines the solar and general 

grid electricity consumed into a single, easy to understand bill. 

LPE’s existing reputation and network of relationships in residential strata communities in South-East Queensland 

is pivotal to the deliverability of this strategy. The Company has an existing reputation as a reliable long-term 

partner in the deployment of strata electricity infrastructure as well as a customer focused and service oriented 

electricity supplier.  

Outlook

growth of ~30%.  

LPE anticipates a further 10,000 customers to be added to the business over the year, representing healthy

14

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

15

 
 
 
 
 
 
 
 
 
Operating and

Financial Review

Operating Results

(2019 – loss of $2.2 million) which included:

•  Revenue $43.7 million (2019: $28.5 million);

•  Costs of goods sold $35.8 million (2019: $22.6 million);

•  Unrealised loss on derivatives $2.3 million (2019: Nil);

•  Financing expenses $2.0 million (2019: $0.6 million);

•  employee costs of $6.5 million (2019: $4.0 million);

•  other expenses of $4.4 million (2019: $3.5 million). 

The net result of operations of the consolidated entity for the year ended 30 June 2020 was a loss of $7.2 million 

LPE continued to deliver significant growth during the year with the business expanding to over 31,000 customers 

by 30 June 2020 reflecting growth of 45%. The uplift was achieved as the core embedded networks business 

was complemented by the fast growing direct-market vertical, which gained strong traction with residential and 

business customers. The growth was supported with considerable investment in sales and marketing initiatives 

over the year, including an expansion of the capacity of the sales team up until the onset of COVID-19. 

The rapid growth achieved over the year generated a gross profit of $7.1m (an increase of $2.0m or 41%). 

Electricity margins (excluding the unrealised losses on derivatives) were maintained at 17% (2019: 18%), with only 

a slight variance from the prior period, due to a change in product mix (an increase in direct market residential and 

business customers).

Underlying EBIT for the year was a loss of $3.8m, an increase of $1.4m over the prior year. While, gross profit 

increased considerably during the year, this was offset by higher expenditure incurred to increase sales capacity 

and deliver the growth that was anticipated. Employee costs for the year increased by $2.5 million compared to 

the prior year, representing not just an investment in the sales team but also additional operational personnel to 

support the Company’s rapid growth and expanded customer base.

Statutory EBIT 

Government Grants 

Loss/(gain) on fair value of financial instruments 

-5,948,846 

-2,317,665

2020 

$... 

-113,444 

2,254,517 

2019

$...

0

-42,945

Underlying EBIT 

-3,807,773 

-2,360,610

Underlying EBIT is the primary alternative performance measures used by the Directors for the purpose of 

assessing the performance of the Group.  Underlying EBIT is a non-statutory (non-IFRS) measure. The objective of 

measuring and reporting underlying EBIT is to provide a more meaningful and consistent representation of financial 

performance by removing items that distort performance or are non-recurring in nature. Changes in the fair value 

of financial instruments are excluded from underlying EBIT to remove the significant volatility caused by timing 

mismatches in valuing financial instruments and the related underlying transactions. The valuation changes are 

subsequently recognised in underlying earnings when the underlying transactions are settled.  

In February following the renewal process that took place at the Board and senior executive level, a companywide 

efficiency program was implemented which has led to a significant reduction in operating costs and improved 

productivity. Importantly, off the back of this efficiency project, LPE has implemented a high-performance culture 

in which all employees have buy-in and proactively look for ways to find and achieve further efficiency gains. Major 

improvements have been achieved through staff productivity initiatives to better optimize working hours through 

reallocating team members across different working groups dependent of workflows in real time.

Through the last 4 months of the financial year there has been a dramatic increase in employee engagement 
which is measured weekly, and employee satisfaction has reached its highest score since company scorecards 
commenced in 2016. This overwhelming increase has been driven by improved internal communication and 
company culture.

The highly capable operations team performed exceptionally well through the second half of FY20, and 
demonstrated their ability to adapt quickly to a rapidly changing business landscape. The team was able to change 
direction and maximise opportunity as it was presented, and this has supported the steady growth realised in both 
the strata and direct-market segments.

A consistently positive customer experience is imperative for the sustainability of LPE’s business over the long-
term. In that regard, the demonstrated ability of LPE’s team to uphold high levels of customer service and 
support through the pandemic, has strengthened this fundamental point of difference in the minds of our valuable 
customers. Throughout COVID, LPE’s call center has maintained call wait times below the regulated and required 
30 second time limit, and the previously mentioned internal changes have been critical to maintain this service 
level.

As a result, the Company has successfully maintained excellent customer engagement throughout the year, 
and the entire team’s focus on providing our customers with the compassion they needed and the support they 
expect has been evident in our customer feedback and organic growth rates.  Some examples of initiatives LPE 
implemented to support customers through recent months are the removal of late fees and offering payment plans 
where needed.  

Community engagement continues to be at the forefront for the Company and during the year LPE has continued 
to provide support to our local communities. Through the community give back program, LPE has provided money 
to several local sporting and social clubs during the year. LPE also provided a local Sunshine Coast family with 12 
months free power after running a local campaign.

LPE’s core capability of expertise in strata has been instrumental in the successful retention of embedded networks 
coming out of contract during the period. This expertise is continually recognised by a vast number of body 
corporate committees we serve, and this was clearly demonstrated over the year as the Company maintained a 
100% retention rate of embedded network sites during FY20.

As the Company looks forward to delivering further growth in FY21, the operational strategy is focused on 
continuing to realise efficiency improvements, whilst supporting new and existing customers with the exceptional 
local service LPE is known for.

Earnings Before Interest and Tax (EBIT) 

Shared Solar

LPE’s emerging and innovative shared solar energy product is anticipated to deliver significant traction in FY21. 
The solution facilitates the installation of rooftop solar infrastructure for strata communities, and the concurrent 
delivery of material savings on electricity bills with no upfront capital outlay with the backing of an established and 
trusted ASX listed strata specialist. It is therefore a compelling option for strata communities to deliver renewable 
energy to their residents by overcoming the usual hurdles and perceived risks faced by body corporates when 
considering an investment in renewable energy infrastructure. 

Similar to LPE’s core embedded network infrastructure installations, LPE will supply and maintain the solar system 
at no capital cost to body corporates or residents, and enter a long-term contract with the community to manage 
the supply of low cost solar and traditional grid electricity to residents. LPE then combines the solar and general 
grid electricity consumed into a single, easy to understand bill. 

LPE’s existing reputation and network of relationships in residential strata communities in South-East Queensland 
is pivotal to the deliverability of this strategy. The Company has an existing reputation as a reliable long-term 
partner in the deployment of strata electricity infrastructure as well as a customer focused and service oriented 
electricity supplier.  

Outlook

LPE anticipates a further 10,000 customers to be added to the business over the year, representing healthy
growth of ~30%.  

14

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

15

 
 
 
 
 
 
 
 
 
Health & Safety

The safety of LPE’s team and their families is of utmost importance to the Company. LPE 

implemented a range of measures to protect our workplace and staff from the possible risks 

of COVID-19. These included the provision of hand sanitising products at the entrance to and 

throughout our corporate head office, as well as reminders and advice to employees about proper 

and frequent hand washing and personal distancing.   

A sign-in register for visitors was established at our front-desk as well as signage instructing all 

visitors to wash their hands immediately prior to entering LPE’s premises.  More broadly, business 

travel was significantly limited and a range of response measures were formulated in the event that an 

infection in the workforce did arise.  Many of these measures remain in place and LPE believes that 

continued vigilance is necessary for the foreseeable future given the continued potential risk of staff 

members contracting the virus.  

Operations

LPE’s core business was relatively insulated from many potential operational impacts of the 

pandemic, and so far the Company has been able to quickly and effectively adapt to the challenges 

which have arisen. LPE’s operational team were required to manage a range of revised business 

practices, which primarily related to ensuring that staff could transition to a work from home 

environment rapidly and with minimal impact on employee morale and mental health, as well as 

productivity. 

our service levels.

A review of the workforce was conducted and where staff were identified as able to work from home 

they were advised to do so. Operational support was provided to employees to make a smooth 

transition to their home offices and this process was completed without any significant disruption to 

In the field sales staff were required to adapt sales tactics in order to comply with all Government 

directives and LPE health and safety policies and procedures. Unfortunately, a significant reduction 

in the sales force was also necessary given the limitations of sales tactics in the new environment. 

A reluctance by body corporate committees to hold meetings in person, as well as a general 

aversion to interpersonal contact by prospective residential and business customers, meant that the 

willingness and ability of decision makers to engage with our sales team was severely dampened. 

However remaining team members adapted to make use of the range of technological tools available 

nowadays including video conferencing, to as best they could maintain sales traction through the 

period of uncertainty. 

Liquidity

As part of the Queensland State Government’s COVID-19 economic relief package, The Company 

received $6.65 million in cash stimulus receipts which were directly credited to residential and 

business customers as a one-off payment of $200 and $500 respectively. Approximately $3.1 

million of this cash injection was applied to bills issued prior to 30 June 2020, with the balance to be 

allocated in the 2021 financial year, as customers’ electricity bills become due and payable.   

The Company has run various scenarios to test the strength of our liquidity and we are comfortable 

the business is well positioned to manage comfortably through further COVID related risks.  

Government Subsidies

Cash boosts of $62,500 were received from the Australian Government, and $46,000 was refunded 

by the Queensland Government with respect to Payroll Tax Relief.

Impacts
of COVID-19

The Board continues to closely monitor developments and directives from the Australian Federal 
Government with regards to COVID-19. The personal safety of our staff as well as upholding service 
levels to our customers at this challenging time are both of critical importance.  

The onset of the COVID-19 pandemic and the associated Government imposed restrictions on 
travel and interpersonal contact introduced a significant period of upheaval and uncertainty for LPE 
and the community more broadly.  LPE’s core business of electricity retail was recognised as an 
essential service by the Government, given the reliance our customers have on us to facilitate energy 
supply to homes and businesses that is fundamental to the day-to-day function of people’s lives and 
livelihoods. 

LPE’s customer focused and flexible culture allowed the business to quickly adapt and ensure that 
the safety of our employees was protected, at the same time as our customers’ service was upheld. 
Given the essential status of LPE’s core business, and the consumer staple nature of energy supply, 
business operations were relatively steady. While significant change was necessary in the workforce 
to adapt to remote working conditions, as well as major strategic change as marketing and growth 
plans slowed, the impact on the business was relatively muted compared to many others.  

As such while the pandemic and its various implications on business conditions is likely to continue 
for a sustained and uncertain period of time, the impact on LPE is likely to remain relatively 
manageable, and the Company believes that adequate measures and preparations are in place to 
respond effectively to any future challenges which may arise as a result of the pandemic.

16

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

17

 
 
 
Health & Safety

The safety of LPE’s team and their families is of utmost importance to the Company. LPE 
implemented a range of measures to protect our workplace and staff from the possible risks 
of COVID-19. These included the provision of hand sanitising products at the entrance to and 
throughout our corporate head office, as well as reminders and advice to employees about proper 
and frequent hand washing and personal distancing.   

A sign-in register for visitors was established at our front-desk as well as signage instructing all 
visitors to wash their hands immediately prior to entering LPE’s premises.  More broadly, business 
travel was significantly limited and a range of response measures were formulated in the event that an 
infection in the workforce did arise.  Many of these measures remain in place and LPE believes that 
continued vigilance is necessary for the foreseeable future given the continued potential risk of staff 
members contracting the virus.  

Operations

LPE’s core business was relatively insulated from many potential operational impacts of the 
pandemic, and so far the Company has been able to quickly and effectively adapt to the challenges 
which have arisen. LPE’s operational team were required to manage a range of revised business 
practices, which primarily related to ensuring that staff could transition to a work from home 
environment rapidly and with minimal impact on employee morale and mental health, as well as 
productivity. 

A review of the workforce was conducted and where staff were identified as able to work from home 
they were advised to do so. Operational support was provided to employees to make a smooth 
transition to their home offices and this process was completed without any significant disruption to 
our service levels.

In the field sales staff were required to adapt sales tactics in order to comply with all Government 
directives and LPE health and safety policies and procedures. Unfortunately, a significant reduction 
in the sales force was also necessary given the limitations of sales tactics in the new environment. 
A reluctance by body corporate committees to hold meetings in person, as well as a general 
aversion to interpersonal contact by prospective residential and business customers, meant that the 
willingness and ability of decision makers to engage with our sales team was severely dampened. 
However remaining team members adapted to make use of the range of technological tools available 
nowadays including video conferencing, to as best they could maintain sales traction through the 
period of uncertainty. 

Liquidity

As part of the Queensland State Government’s COVID-19 economic relief package, The Company 
received $6.65 million in cash stimulus receipts which were directly credited to residential and 
business customers as a one-off payment of $200 and $500 respectively. Approximately $3.1 
million of this cash injection was applied to bills issued prior to 30 June 2020, with the balance to be 
allocated in the 2021 financial year, as customers’ electricity bills become due and payable.   

The Company has run various scenarios to test the strength of our liquidity and we are comfortable 
the business is well positioned to manage comfortably through further COVID related risks.  

Government Subsidies

Cash boosts of $62,500 were received from the Australian Government, and $46,000 was refunded 
by the Queensland Government with respect to Payroll Tax Relief.

Impacts

of COVID-19

The Board continues to closely monitor developments and directives from the Australian Federal 

Government with regards to COVID-19. The personal safety of our staff as well as upholding service 

levels to our customers at this challenging time are both of critical importance.  

The onset of the COVID-19 pandemic and the associated Government imposed restrictions on 

travel and interpersonal contact introduced a significant period of upheaval and uncertainty for LPE 

and the community more broadly.  LPE’s core business of electricity retail was recognised as an 

essential service by the Government, given the reliance our customers have on us to facilitate energy 

supply to homes and businesses that is fundamental to the day-to-day function of people’s lives and 

livelihoods. 

LPE’s customer focused and flexible culture allowed the business to quickly adapt and ensure that 

the safety of our employees was protected, at the same time as our customers’ service was upheld. 

Given the essential status of LPE’s core business, and the consumer staple nature of energy supply, 

business operations were relatively steady. While significant change was necessary in the workforce 

to adapt to remote working conditions, as well as major strategic change as marketing and growth 

plans slowed, the impact on the business was relatively muted compared to many others.  

As such while the pandemic and its various implications on business conditions is likely to continue 

for a sustained and uncertain period of time, the impact on LPE is likely to remain relatively 

manageable, and the Company believes that adequate measures and preparations are in place to 

respond effectively to any future challenges which may arise as a result of the pandemic.

16

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

17

 
 
 
Electricity Demand

When normalised for weather, electricity demand has remained relatively flat.  It is clear the impact of 
COVID-19 restrictions are flowing through to some sectors more than others, with significant declines 
in retail, food and beverage businesses in particular as these industries have been most significantly 
impacted by government restrictions.  LPE’s customer base is predominately residential though, so 
any decrease in demand from our business portfolio has been offset by an increased demand in 
residential consumers, as a result of more people staying home during the day.  

Support provided to Customers

The COVID-19 pandemic continues to have a significant impact for some of our customers. We 
recognise that the circumstances arising from the COVID-19 pandemic and the impacts on the 
economy, mean customers may find it difficult to pay their bills as they fall due.  LPE are supporting 
these customers by:

•  Offering payment plans or hardship arrangements to all residential and small business customers 

who indicate they may be in financial stress.  

•  Suspending disconnections to 31 October 2020 (and potentially beyond) for residential and 

business customers who may be in financial distress, provided the customer makes contact with 
and responds to communications from us.  

•  Waiving all late fees, disconnection fees, and reconnection fees.

•  Deferring referrals of customers to debt collection agencies for recovery actions, or credit default 

until at least 31 October.

The number of residential customers on payment plans peaked late April at 1% of customers
and has subsequently decreased to 0.6% of customers as at 30 June 2020 (up from 0.3% as at
30 June 2019).   

Increase in Doubtful Debt Position

The Company has recognised an additional non-cash provision of $93,000 for bad and doubtful 
debts associated with the potential impacts of COVID-19 on customers’ ability to pay their energy 
bills.  The increased provision factors in observed customer payment behaviour, the mix of customers 
in COVID-19 high risk segments, the economic restrictions in place and assumes no additional 
government or business economic support over and above what has already been announced.

Overall

Throughout the period of the pandemic, no business continuity issues 
have been experienced and additional costs associated with operational 
adaption have been minimal.  LPE expects our business to remain 
operational through any potential further escalation in COVID-19 related 
uncertainty given the essential nature of the industry in which we operate, 
and the plans we have put in place to respond to risks identified. 

Directors’ Report

The following persons were directors of the company during

the financial year and up to the date of this report.

Mr Justin Pettett

Non-Executive Director, Co-founder

Mr Barnaby Egerton-Warburton

Non-Executive Director

and Chairman

Appointment Date

21 January 2020

Experience

Qualifications

BEcon, GAICD

Appointment Date

13 March 2020

Mr Pettett has over 20 years of ASX company 

experience having founded and helped built businesses 

Experience

and taken companies from start-up to the take-over/

acquisition/public-listing stages, working closely with 

key stakeholders, investors and industry partners. He 

has been involved in the energy business, namely the 

oil and gas industry for over 20 years and is currently 

an Executive Director and the Chief Operating Officer 

of Conrad Petroleum Ltd, a Singapore based, South-

East Asian oil and natural gas company overseeing 

Mr Egerton-Warburton has over 20 years investment 

banking experience with JPMorgan (New York, Sydney, 

Hong Kong), Prudential Bache (Perth, New York) and 

Banque National de Paris (New York).  In accordance 

with the ASX Corporate Governance Council’s definition 

of independence and the materiality thresholds set, 

the directors consider Mr Egerton-Warburton to be 

independent.

contractual arrangements, partner negotiations and 

Special Responsibilities

operational oversight. 

He has a solid, proven track record in identifying and 

maximising business opportunities, particularly in the 

energy sector with strengths including capital raising, 

negotiation, investment analysis and leading teams to 

deliver successful results.  Mr Pettett is a co-founder of 

Nil

Mr Barnaby Egerton-Warburton is Chairman of the 

Remuneration Committee.  He is also a member of the 

Audit and Risk Committee.  

Interest in Shares and Options

LPE and as such has operational and strategic insight 

Directorships Held in Other Listed Entities

Chairman of Hawkstone Mining Limited, Non-Executive 

Director of Invictus Energy Limited (ASX:IVZ), Non-

Executive Director Eneabba Gas Limited (ASX:ENB) and 

Non-Executive Director of iSignthis Limited (ASX:ISX).

into the electricity retailing industry. 

Special Responsibilities

Mr Pettett is Chairman of the Nomination Committee.  

He is also a member of the Remuneration Committee 

and the Audit and Risk Management Committee.  

Interest in Shares and Options

7,349,102 fully paid ordinary shares 

Directorships Held in Other Listed Entities

Nil 

18

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

19

Electricity Demand

When normalised for weather, electricity demand has remained relatively flat.  It is clear the impact of 

COVID-19 restrictions are flowing through to some sectors more than others, with significant declines 

in retail, food and beverage businesses in particular as these industries have been most significantly 

impacted by government restrictions.  LPE’s customer base is predominately residential though, so 

any decrease in demand from our business portfolio has been offset by an increased demand in 

residential consumers, as a result of more people staying home during the day.  

Support provided to Customers

The COVID-19 pandemic continues to have a significant impact for some of our customers. We 

recognise that the circumstances arising from the COVID-19 pandemic and the impacts on the 

economy, mean customers may find it difficult to pay their bills as they fall due.  LPE are supporting 

these customers by:

•  Offering payment plans or hardship arrangements to all residential and small business customers 

who indicate they may be in financial stress.  

•  Suspending disconnections to 31 October 2020 (and potentially beyond) for residential and 

business customers who may be in financial distress, provided the customer makes contact with 

and responds to communications from us.  

•  Waiving all late fees, disconnection fees, and reconnection fees.

•  Deferring referrals of customers to debt collection agencies for recovery actions, or credit default 

until at least 31 October.

The number of residential customers on payment plans peaked late April at 1% of customers

and has subsequently decreased to 0.6% of customers as at 30 June 2020 (up from 0.3% as at

30 June 2019).   

Increase in Doubtful Debt Position

The Company has recognised an additional non-cash provision of $93,000 for bad and doubtful 

debts associated with the potential impacts of COVID-19 on customers’ ability to pay their energy 

bills.  The increased provision factors in observed customer payment behaviour, the mix of customers 

in COVID-19 high risk segments, the economic restrictions in place and assumes no additional 

government or business economic support over and above what has already been announced.

Overall

Throughout the period of the pandemic, no business continuity issues 

have been experienced and additional costs associated with operational 

adaption have been minimal.  LPE expects our business to remain 

operational through any potential further escalation in COVID-19 related 

uncertainty given the essential nature of the industry in which we operate, 

and the plans we have put in place to respond to risks identified. 

Directors’ Report

The following persons were directors of the company during
the financial year and up to the date of this report.

Mr Barnaby Egerton-Warburton
Non-Executive Director

Qualifications
BEcon, GAICD

Appointment Date
13 March 2020

Experience
Mr Egerton-Warburton has over 20 years investment 
banking experience with JPMorgan (New York, Sydney, 
Hong Kong), Prudential Bache (Perth, New York) and 
Banque National de Paris (New York).  In accordance 
with the ASX Corporate Governance Council’s definition 
of independence and the materiality thresholds set, 
the directors consider Mr Egerton-Warburton to be 
independent.

Special Responsibilities
Mr Barnaby Egerton-Warburton is Chairman of the 
Remuneration Committee.  He is also a member of the 
Audit and Risk Committee.  

Interest in Shares and Options
Nil

Directorships Held in Other Listed Entities
Chairman of Hawkstone Mining Limited, Non-Executive 
Director of Invictus Energy Limited (ASX:IVZ), Non-
Executive Director Eneabba Gas Limited (ASX:ENB) and 
Non-Executive Director of iSignthis Limited (ASX:ISX).

Mr Justin Pettett
Non-Executive Director, Co-founder
and Chairman

Appointment Date
21 January 2020

Experience

Mr Pettett has over 20 years of ASX company 
experience having founded and helped built businesses 
and taken companies from start-up to the take-over/
acquisition/public-listing stages, working closely with 
key stakeholders, investors and industry partners. He 
has been involved in the energy business, namely the 
oil and gas industry for over 20 years and is currently 
an Executive Director and the Chief Operating Officer 
of Conrad Petroleum Ltd, a Singapore based, South-
East Asian oil and natural gas company overseeing 
contractual arrangements, partner negotiations and 
operational oversight. 

He has a solid, proven track record in identifying and 
maximising business opportunities, particularly in the 
energy sector with strengths including capital raising, 
negotiation, investment analysis and leading teams to 
deliver successful results.  Mr Pettett is a co-founder of 
LPE and as such has operational and strategic insight 
into the electricity retailing industry. 

Special Responsibilities
Mr Pettett is Chairman of the Nomination Committee.  
He is also a member of the Remuneration Committee 
and the Audit and Risk Management Committee.  

Interest in Shares and Options
7,349,102 fully paid ordinary shares 

Directorships Held in Other Listed Entities
Nil 

18

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

19

Mr Damien Glanville
Executive Director, Co-founder and
Chief Executive Officer

Appointment Date
11 December 2015

Experience
Mr Glanville has 18 years experience in senior 
management, logistics and Executive Director roles, 
the last eight specifically focused in renewable energy 
on-site generation and solar PV industry.  Mr Glanville 
is a co-founder and architect of the electricity retail 
model that successfully enabled LPE to obtain their 
Australian Energy Regulator authorisation and is also 
listed as its Chief Executive Officer for the management 
components of the Australian Energy Regulators 
authorisation to retail electricity. 

Special Responsibilities
Mr Glanville is a member of the Audit and Risk 
Management Committee, the Remuneration 
Committee, and the Nomination Committee.

Interest in Shares and Options
8,400,955 fully paid ordinary shares

Directorships Held in Other Listed Entities
Nil 

Ms Melissa Farrell
Executive Director and Chief Financial Officer

Mr Daniel Seeney

Company Secretary

Qualifications
BBus, CPA, MAppFin, MAICD

CFO Appointment Date
31 May 2017 

Executive Director Appointment Date
21 January 2020

Experience
Ms Farrell has 20 years experience working in 
accounting and finance, 8 of which have been in senior 
roles.  She has worked in various sectors including 
banking, and mining, both in Australia and overseas for 
publicly listed companies including the Commonwealth 
Bank and Wesfarmers Resources.  

Special Responsibilities
Ms Farrell is Chairperson of the Audit and Risk 
Management Committee.  She is also a member of 
the Remuneration Committee, and the Nomination 
Committee.

Interest in Shares and Options
Nil

Directorships Held in Other Listed Entities
Nil

Mr Paul Wilson

Chief Operating Officer

Appointment Date

28 January 2020

Experience

Qualifications

BComm, BEC, CA

Appointment Date

19th March 2020

Experience

Daniel has more than 15 years experience in financial 

services and capital markets, having previously 

worked at industry leaders including Investors Mutual, 

Paul spent 5 years (2011-2016) working in the utilities 

industry for Utility Services Group Limited (UASG 

subsidiary of Spotless Group Holdings) as Operations 

Manager, where he was promoted into a National 

Management role.

Citigroup, JP Morgan and PricewaterhouseCoopers. 

In 2017 Paul began his tenure with the Company as 

He has worked across a range of sectors in roles 

General Manager of Operations and after 2 years 

including corporate finance, investment research, funds 

was promoted to Chief Operating Officer, overseeing 

management and investment banking.

operations, compliance, sales and marketing within

Company Secretary and Investor Relations

Interest in Shares and Options

Special Responsibilities

Interest in Shares and Options

Nil

Nil

Directorships Held in Other Listed Entities

the business. 

Nil

Nil

Directorships Held in Other Listed Entities

20

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

21

Mr Damien Glanville

Executive Director, Co-founder and

Chief Executive Officer

Appointment Date

11 December 2015

Experience

Mr Glanville has 18 years experience in senior 

management, logistics and Executive Director roles, 

the last eight specifically focused in renewable energy 

on-site generation and solar PV industry.  Mr Glanville 

is a co-founder and architect of the electricity retail 

model that successfully enabled LPE to obtain their 

Australian Energy Regulator authorisation and is also 

listed as its Chief Executive Officer for the management 

components of the Australian Energy Regulators 

authorisation to retail electricity. 

Special Responsibilities

Mr Glanville is a member of the Audit and Risk 

Management Committee, the Remuneration 

Committee, and the Nomination Committee.

Interest in Shares and Options

8,400,955 fully paid ordinary shares

Directorships Held in Other Listed Entities

Ms Melissa Farrell

Executive Director and Chief Financial Officer

Qualifications

BBus, CPA, MAppFin, MAICD

CFO Appointment Date

31 May 2017 

Executive Director Appointment Date

21 January 2020

Experience

Ms Farrell has 20 years experience working in 

accounting and finance, 8 of which have been in senior 

roles.  She has worked in various sectors including 

banking, and mining, both in Australia and overseas for 

publicly listed companies including the Commonwealth 

Bank and Wesfarmers Resources.  

Special Responsibilities

Ms Farrell is Chairperson of the Audit and Risk 

Management Committee.  She is also a member of 

the Remuneration Committee, and the Nomination 

Committee.

Interest in Shares and Options

Directorships Held in Other Listed Entities

Nil

Nil

Nil 

20

Mr Daniel Seeney
Company Secretary

Qualifications
BComm, BEC, CA

Appointment Date
19th March 2020

Experience
Daniel has more than 15 years experience in financial 
services and capital markets, having previously 
worked at industry leaders including Investors Mutual, 
Citigroup, JP Morgan and PricewaterhouseCoopers. 
He has worked across a range of sectors in roles 
including corporate finance, investment research, funds 
management and investment banking.

Special Responsibilities
Company Secretary and Investor Relations

Interest in Shares and Options
Nil

Directorships Held in Other Listed Entities
Nil

Mr Paul Wilson
Chief Operating Officer

Appointment Date
28 January 2020

Experience

Paul spent 5 years (2011-2016) working in the utilities 
industry for Utility Services Group Limited (UASG 
subsidiary of Spotless Group Holdings) as Operations 
Manager, where he was promoted into a National 
Management role.

In 2017 Paul began his tenure with the Company as 
General Manager of Operations and after 2 years 
was promoted to Chief Operating Officer, overseeing 
operations, compliance, sales and marketing within
the business. 

Interest in Shares and Options
Nil

Directorships Held in Other Listed Entities
Nil

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

21

Directors’ Meetings

Director 
Justin Pettett 
Barnaby Egerton-Warburton 
Damien Glanville 
Melissa Farrell 
Neale O’Connell 
Andrew Pierce 
Ben Chester 

Director 
Justin Pettett 
Barnaby Egerton-Warburton 
Damien Glanville 
Melissa Farrell 
Neale O’Connell 
Andrew Pierce 
Ben Chester 

Director 
Justin Pettett 
Barnaby Egerton-Warburton 
Damien Glanville 
Melissa Farrell 
Neale O’Connell 
Andrew Pierce 
Ben Chester 

Director 
Justin Pettett 
Damien Glanville 
Melissa Farrell 

Meetings of 
Directors Held* 
5 
4 
12 
5 
6 
6 
7 

Audit & Risk 
Committee 
Meetings Held* 
2 
1 
3 
2 
1 
1 
1 

Remuneration 
Committee 
Meetings Held* 
2 
2 
3 
2 
1 
1 
1 

Nomination 
Comittee 
Meetings Held* 
1 
1 
1 

Meetings of
Directors Attended
5
4
12
5
6
6
7

Audit & Risk
Committee
Meetings Attended
2
1
3
2
1
1
1

Remuneration
Comittee 
Meetings Attended
2
2
3
2
1
1
1

Nomination
Committee
Meetings Attended
1
1
1

* of which eligible to attend

Remuneration

Report – Audited

Remuneration Practices

The Company has established a Remuneration Committee as a Committee of the Board.

The primary purpose of the Committee is to support and advise the Board in fulfilling its 

responsibilities to shareholders by:

a) 

reviewing and approving the executive remuneration policy to enable the Company to attract and 

retain executives and Directors who will create value for shareholders;

b)  ensuring that the executive remuneration policy demonstrates a clear relationship between senior 

executive performance and remuneration;

c) 

recommending to the Board the remuneration of executive Directors;

d) 

fairly and responsibly rewarding executives having regard to the performance of the Company,

the performance of the executive and the prevailing remuneration expectations in the market;

e) 

reviewing the Company’s recruitment, retention and termination policies and procedures for

f) 

reviewing and approving the remuneration of the Chief Executive Officer and, as appropriate

senior management;

other senior executives; and

g)  reviewing and approving any equity based plans and other incentive schemes.

The Committee shall have the right to seek any information it considers necessary to fulfil its duties, 

which includes the right to obtain appropriate external advice at the Company’s expense.

The key management personnel (KMP) of Locality Planning Energy Holdings Limited and the 

consolidated entity includes the directors of the Parent Entity.

Remuneration Policy

The Board’s policy for determining the nature and amount of remuneration for KMP of the 

Consolidated Group is based on the following:

•  The remuneration policy is to be developed by the remuneration committee and approved by the 

Board after professional advice is sought from independent external consultants. 

•  All KMP receive a base salary (which is based on factors such as length of service and 

experience), and superannuation.  

•  The Remuneration committee reviews KMP packages annually by reference to the Consolidated 

Group’s performance, executive performance and comparable information from industry sectors.  

The Board’s policy is to remunerate non-executive directors at market rates for time, commitment and 

responsibilities. The remuneration committee determines payments to the non-executive directors 

and reviews their remuneration annually, based on market practice, duties and accountability.  

Independent external advice is sought when required.  

22

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

23

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Directors’ Meetings

Meetings of 

Directors Held* 

Meetings of

Directors Attended

Barnaby Egerton-Warburton 

Audit & Risk 

Committee 

Audit & Risk

Committee

Meetings Held* 

Meetings Attended

Barnaby Egerton-Warburton 

5 

4 

12 

5 

6 

6 

7 

2 

1 

3 

2 

1 

1 

1 

2 

2 

3 

2 

1 

1 

1 

1 

1 

1 

Remuneration 

Committee 

Meetings Held* 

Remuneration

Comittee 

Meetings Attended

Nomination 

Comittee 

Nomination

Committee

Meetings Held* 

Meetings Attended

* of which eligible to attend

5

4

12

5

6

6

7

2

1

3

2

1

1

1

2

2

3

2

1

1

1

1

1

1

Director 

Justin Pettett 

Damien Glanville 

Melissa Farrell 

Neale O’Connell 

Andrew Pierce 

Ben Chester 

Director 

Justin Pettett 

Damien Glanville 

Melissa Farrell 

Neale O’Connell 

Andrew Pierce 

Ben Chester 

Director 

Justin Pettett 

Damien Glanville 

Melissa Farrell 

Neale O’Connell 

Andrew Pierce 

Ben Chester 

Director 

Justin Pettett 

Damien Glanville 

Melissa Farrell 

Remuneration
Report – Audited

Remuneration Practices

The Company has established a Remuneration Committee as a Committee of the Board.

The primary purpose of the Committee is to support and advise the Board in fulfilling its 
responsibilities to shareholders by:

a) 

reviewing and approving the executive remuneration policy to enable the Company to attract and 
retain executives and Directors who will create value for shareholders;

b)  ensuring that the executive remuneration policy demonstrates a clear relationship between senior 

executive performance and remuneration;

c) 

recommending to the Board the remuneration of executive Directors;

d) 

e) 

f) 

fairly and responsibly rewarding executives having regard to the performance of the Company,
the performance of the executive and the prevailing remuneration expectations in the market;

reviewing the Company’s recruitment, retention and termination policies and procedures for
senior management;

reviewing and approving the remuneration of the Chief Executive Officer and, as appropriate
other senior executives; and

g)  reviewing and approving any equity based plans and other incentive schemes.

The Committee shall have the right to seek any information it considers necessary to fulfil its duties, 
which includes the right to obtain appropriate external advice at the Company’s expense.

The key management personnel (KMP) of Locality Planning Energy Holdings Limited and the 
consolidated entity includes the directors of the Parent Entity.

Barnaby Egerton-Warburton 

Remuneration Policy

The Board’s policy for determining the nature and amount of remuneration for KMP of the 
Consolidated Group is based on the following:

•  The remuneration policy is to be developed by the remuneration committee and approved by the 

Board after professional advice is sought from independent external consultants. 

•  All KMP receive a base salary (which is based on factors such as length of service and 

experience), and superannuation.  

•  The Remuneration committee reviews KMP packages annually by reference to the Consolidated 
Group’s performance, executive performance and comparable information from industry sectors.  

The Board’s policy is to remunerate non-executive directors at market rates for time, commitment and 
responsibilities. The remuneration committee determines payments to the non-executive directors 
and reviews their remuneration annually, based on market practice, duties and accountability.  
Independent external advice is sought when required.  

22

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

23

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2020 Remuneration

Short Term 
Employee 
Benefits

Short Term 
Employee 
Benefits

Salary & Fees
$
58,500

Annual Leave
Payout $

Post 
Employment 
Benefits

Super-
annuation $
0

26,538

350,000

213,946

20,000

78,750

228,846

33,261

184,161

1,167,464

26,538

21,003

18,858

1,900

15,544

3,160

17,495

77,960

Long Term 
Employment 
Benefits

$
0

5,676

8,808

0

0

0

0

1,477

15,960

Termination
$

326,229

Total...
$......

58,500

403,217

241,612

21,900

78,750

570,618

36,421

203,133

326,229

1,614,151

Directors

Justin Pettett

Damien Glanville

Melissa Farrell*

Barnaby Egerton-
Warburton**

Andrew Pierce ***

Ben Chester ****

Neale O’Connell ***

Executives

Paul Wilson*

Total 

2019 Remuneration

Directors

Andrew Pierce

Damien Glanville

Ben Chester

Neale O’Connell

Executives

Melissa Farrell

Total 

Short Term 
Employee 
Benefits

Salary & Fees $

125,000

325,070

325,070

15,000

171,755

961,894

Post
Employment 
Benefits
Superannuation $
0

22,594

22,594

1,425

16,304

62,917

Long Term 
Employment

Benefits $

0

5,145

5,121

0

894

11,160

Total...

$......

125,000

352,809

352,785

16,425

188,953

1,035,971

Shareholdings of Key Management Personnel

Directors

Justin Pettett*

Damien Glanville

Melissa Farrell 

Barnaby Egerton-Warburton **

Executives

Paul Wilson *

Balance

1 July 2019

Shares

Acquired

Shares

Balance

Disposed

30 June 2020

8,500,995

0

0

0

0

0

0

0

100,000

7,349,102

8,400,995

0

0

0

0

0

0

*Appointed 21 January 2020

*** Resigned 21 January 2020

** Appointed 13 March 2020

**** Resigned 13 February 2020

Other required disclosures for the year ended 30 June 2020

Principal Activities of the Consolidated Entity

Officers of Locality Planning Energy Holdings Limited. 

The principal activity of the consolidated entity is the 

sale of electricity and utility services to residential and 

commercial customers throughout the Australian 

National Electricity Market.

Dividends

The directors do not recommend the payment of a 

dividend and no amount has been paid or declared by 

way of a dividend since 30 June 2020 and to the date 

of this report.

Review of Activities and Business Strategies

An operating and financial review of the company 

during the financial year is contained on pages 13 

to 14 of this report and forms part of the Directors’ 

Report. It includes a review of operations during the 

year, as well as the financial results and business 

strategies of the Company. 

Changes in State of Affairs

In the opinion of the Directors there were no significant 

changes in the state of affairs of the consolidated 

entity that occurred during the financial year.  

Proceedings on Behalf of the Company

No person has applied under Section 237 of the 

Corporations Act for leave of the Court to bring 

proceedings on behalf of the Company or intervene 

in any proceedings to which the Company is a party 

for the purpose of taking responsibility on behalf of 

the Company for all or any part of those proceedings. 

The Company was not a party to any other such 

proceedings during the year.

Non-Audit Services

The contract of insurance prohibits the disclosure 

of the nature of the liabilities covered and amount of 

the premium paid. The Corporations Act 2001 does 

not require disclosure of the information in these 

circumstances. The Company has not indemnified or 

insured its auditor.

Events Subsequent to Balance Date

The Company raised an additional $3 million in 

capital via the issue of 12,000,000 fully paid ordinary 

shares in August 2020. There are no other matters or 

circumstances that have arisen since the end of the 

year which significantly affected or could significantly 

affect the operations of the Consolidated Entity, the 

result of those operations, or the state of affairs of the 

Consolidated Entity in future financial years.   

Non-IFRS Financial Information

The Operating & Financial Review attached to and 

forming part of this Directors’ Report includes non-

International Financial Standards (IFRS) financial 

measures.  The Company’s management uses 

these non-IFRS financial measures to assess the 

performance of the business.  

•  Principal among these non-IFRS financial measures 

is Underlying EBIT.  This measure is adjusted 

for significant items (which are material items of 

revenue or expenses that are unrelated to the 

underlying performance of the business); and 

•  Changes in the fair value of financial instruments 

recognised in the statement of profit or loss (to 

remove the volatility caused by mismatches in 

valuing financial instruments and the underlying 

asset differently). 

Non-audit services have been provided during the year 

The Company believes that Underlying EBIT provides 

by the external auditor, Bentleys.  Disclosure of the 

a better understanding of its financial performance 

details of these services can be found in Note 22 of 

than Statutory EBIT and allows for a more relevant 

the Financial Statements.

comparison of financial performance between financial 

Auditor’s Independence Declaration

A copy of the external auditor’s declaration under 

Section 370C of the Corporates Act in relation to 

the audit for the financial year is attached to the 

Company’s Financial Statements.  

Indemnification and Insurance

of Officers or Auditor

Each of the Directors and the Secretary of the 

Company have entered into a Deed with the 

Company whereby the Company has provided certain 

contractual rights of access to books and records of 

the Company to those Directors and the Secretary. 

The Company has insured all of the Directors and 

periods.  

Underlying EBIT is presented with reference to 

ASIC Regulatory Guide 230 ‘Disclosing non-IFRS 

financial information’, issued in December 2011.  The 

Company’s policy for reporting Underlying EBIT is 

consistent with this guidance.  The Directors have 

had the consistency of the application of the policy 

reviewed by the external auditor of the Company.  

Corporate Governance

A copy of Locality Planning Energy Holdings Limited’s 

Corporate Governance Statement can be found on 

the Company’s website at https://localityenergy.com.

au/invester-resources-pdf/corporate-governance

24

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

25

2020 Remuneration

Directors

Justin Pettett

Damien Glanville

Melissa Farrell*

Barnaby Egerton-

Warburton**

Andrew Pierce ***

Ben Chester ****

Neale O’Connell ***

Executives

Paul Wilson*

Total 

Directors

Andrew Pierce

Damien Glanville

Ben Chester

Neale O’Connell

Executives

Melissa Farrell

Total 

Short Term 

Employee 

Benefits

Short Term 

Post 

Long Term 

Employee 

Employment 

Employment 

Benefits

Benefits

Salary & Fees

Annual Leave

$

Payout $

annuation $

Termination

$

26,538

58,500

350,000

213,946

20,000

78,750

228,846

33,261

Benefits

Super-

0

21,003

18,858

1,900

15,544

3,160

17,495

77,960

5,676

8,808

$

0

0

0

0

0

1,477

15,960

184,161

1,167,464

26,538

326,229

1,614,151

Total...

$......

58,500

403,217

241,612

21,900

78,750

570,618

36,421

203,133

Total...

$......

125,000

352,809

352,785

16,425

188,953

1,035,971

326,229

5,145

5,121

0

0

894

11,160

2019 Remuneration

Short Term 

Employee 

Benefits

Employment 

Long Term 

Benefits

Employment

Salary & Fees $

Superannuation $

Benefits $

Shareholdings of Key Management Personnel

Directors

Justin Pettett*

Damien Glanville

Melissa Farrell 

Executives

Paul Wilson *

Barnaby Egerton-Warburton **

Balance

1 July 2019

Shares

Acquired

Shares

Balance

Disposed

30 June 2020

8,500,995

100,000

7,349,102

8,400,995

0

0

0

0

0

0

*Appointed 21 January 2020

*** Resigned 21 January 2020

** Appointed 13 March 2020

**** Resigned 13 February 2020

Post

0

22,594

22,594

1,425

16,304

62,917

0

0

0

0

125,000

325,070

325,070

15,000

171,755

961,894

0

0

0

Other required disclosures for the year ended 30 June 2020

Principal Activities of the Consolidated Entity

The principal activity of the consolidated entity is the 
sale of electricity and utility services to residential and 
commercial customers throughout the Australian 
National Electricity Market.

Dividends

The directors do not recommend the payment of a 
dividend and no amount has been paid or declared by 
way of a dividend since 30 June 2020 and to the date 
of this report.

Review of Activities and Business Strategies

An operating and financial review of the company 
during the financial year is contained on pages 13 
to 14 of this report and forms part of the Directors’ 
Report. It includes a review of operations during the 
year, as well as the financial results and business 
strategies of the Company. 

Changes in State of Affairs

In the opinion of the Directors there were no significant 
changes in the state of affairs of the consolidated 
entity that occurred during the financial year.  

Proceedings on Behalf of the Company

No person has applied under Section 237 of the 
Corporations Act for leave of the Court to bring 
proceedings on behalf of the Company or intervene 
in any proceedings to which the Company is a party 
for the purpose of taking responsibility on behalf of 
the Company for all or any part of those proceedings. 
The Company was not a party to any other such 
proceedings during the year.

Non-Audit Services

Non-audit services have been provided during the year 
by the external auditor, Bentleys.  Disclosure of the 
details of these services can be found in Note 22 of 
the Financial Statements.

Auditor’s Independence Declaration

A copy of the external auditor’s declaration under 
Section 370C of the Corporates Act in relation to 
the audit for the financial year is attached to the 
Company’s Financial Statements.  

Indemnification and Insurance
of Officers or Auditor

Each of the Directors and the Secretary of the 
Company have entered into a Deed with the 
Company whereby the Company has provided certain 
contractual rights of access to books and records of 
the Company to those Directors and the Secretary. 
The Company has insured all of the Directors and 

Officers of Locality Planning Energy Holdings Limited. 
The contract of insurance prohibits the disclosure 
of the nature of the liabilities covered and amount of 
the premium paid. The Corporations Act 2001 does 
not require disclosure of the information in these 
circumstances. The Company has not indemnified or 
insured its auditor.

Events Subsequent to Balance Date

The Company raised an additional $3 million in 
capital via the issue of 12,000,000 fully paid ordinary 
shares in August 2020. There are no other matters or 
circumstances that have arisen since the end of the 
year which significantly affected or could significantly 
affect the operations of the Consolidated Entity, the 
result of those operations, or the state of affairs of the 
Consolidated Entity in future financial years.   

Non-IFRS Financial Information

The Operating & Financial Review attached to and 
forming part of this Directors’ Report includes non-
International Financial Standards (IFRS) financial 
measures.  The Company’s management uses 
these non-IFRS financial measures to assess the 
performance of the business.  

•  Principal among these non-IFRS financial measures 

is Underlying EBIT.  This measure is adjusted 
for significant items (which are material items of 
revenue or expenses that are unrelated to the 
underlying performance of the business); and 

•  Changes in the fair value of financial instruments 
recognised in the statement of profit or loss (to 
remove the volatility caused by mismatches in 
valuing financial instruments and the underlying 
asset differently). 

The Company believes that Underlying EBIT provides 
a better understanding of its financial performance 
than Statutory EBIT and allows for a more relevant 
comparison of financial performance between financial 
periods.  

Underlying EBIT is presented with reference to 
ASIC Regulatory Guide 230 ‘Disclosing non-IFRS 
financial information’, issued in December 2011.  The 
Company’s policy for reporting Underlying EBIT is 
consistent with this guidance.  The Directors have 
had the consistency of the application of the policy 
reviewed by the external auditor of the Company.  

Corporate Governance

A copy of Locality Planning Energy Holdings Limited’s 
Corporate Governance Statement can be found on 
the Company’s website at https://localityenergy.com.
au/invester-resources-pdf/corporate-governance

24

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

25

Financial

Statements

Business Risks

The Company has identified the following risks as 
having the potential to materially affect LPE’s ability to 
meet its business objectives:

Regulatory policy

LPE is exposed to regulatory policy change and 
government interventions. Changes in energy market 
design and climate change policies for example, 
have the potential to impact the financial outcomes 
of the Company.  LPE contributes to policy process 
by actively participating in public policy debate, 
proactively engaging with policy makers and 
participating in public forums, industry associations 
and research.  

Competition

LPE operates in a highly competitive industry which 
can put pressure on margins. Our strategy to mitigate 
this risk is to effectively build customer loyalty and 
trust by delivering an exceptional customer service 
experience based on openness and transparency, and 
by offering innovative energy solutions that come with 
longer length supply terms.  

Changes in demand for energy

A decrease in demand for energy could possibly 
reduce LPE’s revenues and adversely affect the 
Company’s future financial performance. LPE cannot 
control the habits or consumption patterns of our 
customers, nor is it possible to quantify the long-term 
impact of COVID-19 on demand, however LPE works 
to mitigate the impact of this risk by utilising data 
analytics to better predict customer demand.  

Technological developments/disruption

Technology is allowing consumers to understand 
and manage their electricity usage through smart 
appliances, having the potential to disrupt the 
Company’s existing relationship with consumers.  
Advances in technology have the potential to create 
new business models and introduce new competitors.  
LPE actively monitors and participates in technological 
developments and is exploring investments in new 
innovative products to enhance customer experience 
and reduce cost to serve.  

Cyber security

A cyber security incident could lead to disruption of 
critical business operations.  It could also lead to a 
breach of privacy, and loss of and/or corruption of 
commercially sensitive data which could adversely 
affect customers.  LPE regularly assesses its cyber 

security profile. All Employees undertake cyber 
awareness training, including how to identify scam 
emails and how to keep data safe.

Climate change

The ongoing decarbonisation of energy markets and 
the decreasing demand for fossil fuels provides both 
risks and opportunities for LPE. The Company is 
focused and committed to growth and innovation of its 
Solar products.   

Company Health and Safety Policy

It is the responsibility of all employees to act in 
accordance with occupational health and safety 
legislation, regulations and policies applicable to their 
respective organisations and to use security and safety 
equipment provided.

Specifically, all employees are responsible for safety in 
their work area by:

•  following the safety and security directives of 

management;

•  advising management of areas where there is a 

potential problem in safety and reporting suspicious 
occurrences; and

•  minimising risks in the workplace.

Environmental

Whilst it was not an environmental issue for the 
Company, under the Renewable Energy Target, the 
Company is obliged to purchase and surrender an 
amount of large-scale generation certificates, and 
small-scale technology certificates, based on the 
volume of electricity the Company acquires each year. 

Approval of Directors’ Report

This Director’s Report is made in accordance with a 
resolution of the Board of Directors and is signed for 
and on behalf of the Board this 31st day of August 
2020

Justin Pettett

Chairman

26

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

27

27

Financial
Statements

Business Risks

The Company has identified the following risks as 

having the potential to materially affect LPE’s ability to 

meet its business objectives:

Regulatory policy

LPE is exposed to regulatory policy change and 

government interventions. Changes in energy market 

design and climate change policies for example, 

have the potential to impact the financial outcomes 

of the Company.  LPE contributes to policy process 

by actively participating in public policy debate, 

proactively engaging with policy makers and 

participating in public forums, industry associations 

and research.  

Competition

security profile. All Employees undertake cyber 

awareness training, including how to identify scam 

emails and how to keep data safe.

Climate change

The ongoing decarbonisation of energy markets and 

the decreasing demand for fossil fuels provides both 

risks and opportunities for LPE. The Company is 

focused and committed to growth and innovation of its 

Solar products.   

Company Health and Safety Policy

It is the responsibility of all employees to act in 

accordance with occupational health and safety 

legislation, regulations and policies applicable to their 

respective organisations and to use security and safety 

equipment provided.

Specifically, all employees are responsible for safety in 

LPE operates in a highly competitive industry which 

can put pressure on margins. Our strategy to mitigate 

their work area by:

this risk is to effectively build customer loyalty and 

•  following the safety and security directives of 

trust by delivering an exceptional customer service 

management;

experience based on openness and transparency, and 

by offering innovative energy solutions that come with 

•  advising management of areas where there is a 

potential problem in safety and reporting suspicious 

longer length supply terms.  

Changes in demand for energy

A decrease in demand for energy could possibly 

reduce LPE’s revenues and adversely affect the 

Company’s future financial performance. LPE cannot 

control the habits or consumption patterns of our 

customers, nor is it possible to quantify the long-term 

impact of COVID-19 on demand, however LPE works 

to mitigate the impact of this risk by utilising data 

analytics to better predict customer demand.  

Technological developments/disruption

Technology is allowing consumers to understand 

and manage their electricity usage through smart 

appliances, having the potential to disrupt the 

Company’s existing relationship with consumers.  

Advances in technology have the potential to create 

new business models and introduce new competitors.  

LPE actively monitors and participates in technological 

developments and is exploring investments in new 

innovative products to enhance customer experience 

and reduce cost to serve.  

Cyber security

A cyber security incident could lead to disruption of 

critical business operations.  It could also lead to a 

breach of privacy, and loss of and/or corruption of 

commercially sensitive data which could adversely 

affect customers.  LPE regularly assesses its cyber 

occurrences; and

•  minimising risks in the workplace.

Environmental

Whilst it was not an environmental issue for the 

Company, under the Renewable Energy Target, the 

Company is obliged to purchase and surrender an 

amount of large-scale generation certificates, and 

small-scale technology certificates, based on the 

volume of electricity the Company acquires each year. 

Approval of Directors’ Report

This Director’s Report is made in accordance with a 

resolution of the Board of Directors and is signed for 

and on behalf of the Board this 31st day of August 

2020

Justin Pettett

Chairman

26

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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27
27

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Consolidated statement of profit or loss and other comprehensive
income for the year ended 30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Consolidated statement of financial position

for the year ended 30 June 2020

Electricity revenue
Electricity cost of goods sold
Unrealised gain/losses on derivatives
Gain from trading

Other income
Total operating income

Impairment losses
Financing expenses
Other expenses
Loss before income taxes

Income tax benefit/(expense)
Net loss for the period

Other comprehensive income
Other comprehensive income net of tax
Total comprehensive loss for the year
Basic/diluted earnings/(loss) per share (dollars per share)

Note

5A
5B

2020....
$.......

2019....
$.......

42,926,175
 (35,782,849)
 (2,254,517)
 4,888,809 

27,722,990
 (22,647,860)
 42,945 
 5,118,075 

5C

5D
5E
5F

6

14

 793,412 
 5,682,221 

 753,535 
 5,871,610 

 (505,289)
 (1,962,389)
 (10,445,810)
 (7,231,267)

 (122,489)
 (617,560)
 (7,313,251)
 (2,181,690)

 -   
 (7,231,267)

 -   
 (2,181,690)

 -   
 -   
 (7,231,267)
(0.1440)

 -   
 -   
 (2,181,690)
(0.0435)

Current assets

Cash and cash equivalents

Trade and other receivables

Site conversion receivables current

Financial assets

Other current assets

Total current assets

Non-current assets

Site conversion receivables

Plant and equipment

Leasehold improvements

Intangibles

Right of use assets

Total non-current assets

TOTAL ASSETS

Current liabilities

Trade and other payables

GST payable

Lease Liabilities Current

Provisions

Borrowings

Financial liabilities - derivatives

Total current liabilities

Non-current liabilities

Employee entitlements - leave provisions

Lease Liabilities

Borrowings

Total non-current liabilities

Employee entitlements - leave provisions Current

Note

2020....

$.......

2019....

$.......

20

7

7

8

9

7

10

11

12

13

13

 8,251,616 

 4,862,976 

 1,360,871 

 2,376,027 

 461,274 

 3,306,072 

 3,065,010 

 1,554,644 

 42,945 

 337,181 

 17,312,764 

 8,305,852 

 3,968,347 

 3,965,663 

 395,446 

177,090

 478,002 

 117,360 

 448,655 

  372,371 

 162,154 

 -   

 5,136,245 

 4,948,843 

 22,449,009 

 13,254,695 

 8,911,718 

 3,292,863 

 30,580 

 216,169 

 107,923 

 46,049 

 2,205,301 

 143,365 

 19,359 

 248,307 

 -   

 -   

 -   

 35,784 

 11,661,105 

 3,596,313 

 62,567 

 3,427 

 13,521,697 

 13,587,691 

 44,177 

 -   

 5,182,725 

 5,226,902 

TOTAL LIABILITIES

 25,248,796 

 8,823,215 

Net assets / (deficiency)

 (2,799,787)

 4,431,480 

Equity

Issued capital

Accumulated losses

Total equity

14

 39,064,880 

 39,064,880 

 (41,864,667)

 (34,633,400)

 (2,799,787)

 4,431,480 

The Consolidated Statement of Profit or Loss and Other Comprehensive Income should be read in conjunction
with the Notes to the Financial Statements.

The Consolidated Statement of Financial Position should be read in conjunction

with the Notes to the Financial Statements.

28

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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29

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Consolidated statement of profit or loss and other comprehensive

income for the year ended 30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Consolidated statement of financial position
for the year ended 30 June 2020

Electricity revenue

Electricity cost of goods sold

Unrealised gain/losses on derivatives

Gain from trading

Other income

Total operating income

Impairment losses

Financing expenses

Other expenses

Loss before income taxes

Income tax benefit/(expense)

Net loss for the period

Note

5A

5B

5C

5D

5E

5F

6

2020....

$.......

2019....

$.......

42,926,175

27,722,990

 (35,782,849)

 (22,647,860)

 (2,254,517)

 4,888,809 

 42,945 

 5,118,075 

 793,412 

 5,682,221 

 753,535 

 5,871,610 

 (505,289)

 (1,962,389)

 (10,445,810)

 (7,231,267)

 (122,489)

 (617,560)

 (7,313,251)

 (2,181,690)

 (7,231,267)

 (2,181,690)

 -   

 -   

 -   

 -   

 -   

 -   

Other comprehensive income

Other comprehensive income net of tax

Total comprehensive loss for the year

Basic/diluted earnings/(loss) per share (dollars per share)

14

(0.1440)

(0.0435)

 (7,231,267)

 (2,181,690)

Current assets
Cash and cash equivalents
Trade and other receivables
Site conversion receivables current
Financial assets
Other current assets
Total current assets

Non-current assets
Site conversion receivables
Plant and equipment
Leasehold improvements
Intangibles
Right of use assets
Total non-current assets

TOTAL ASSETS

Current liabilities
Trade and other payables
GST payable
Employee entitlements - leave provisions Current
Lease Liabilities Current
Provisions
Financial liabilities - derivatives
Borrowings
Total current liabilities

Non-current liabilities
Employee entitlements - leave provisions
Lease Liabilities
Borrowings
Total non-current liabilities

TOTAL LIABILITIES

Net assets / (deficiency)

Equity
Issued capital
Accumulated losses
Total equity

Note

2020....
$.......

2019....
$.......

20
7
7
8
9

7
10
11
12

13

13

14

 8,251,616 
 4,862,976 
 1,360,871 
 2,376,027 
 461,274 
 17,312,764 

 3,968,347 
 395,446 
177,090
 478,002 
 117,360 
 5,136,245 

 3,306,072 
 3,065,010 
 1,554,644 
 42,945 
 337,181 
 8,305,852 

 3,965,663 
 448,655 
  372,371 
 162,154 
 -   
 4,948,843 

 22,449,009 

 13,254,695 

 8,911,718 
 30,580 
 216,169 
 107,923 
 46,049 
 2,205,301 
 143,365 
 11,661,105 

 62,567 
 3,427 
 13,521,697 
 13,587,691 

 3,292,863 
 19,359 
 248,307 
 -   
 -   
 -   
 35,784 
 3,596,313 

 44,177 
 -   
 5,182,725 
 5,226,902 

 25,248,796 

 8,823,215 

 (2,799,787)

 4,431,480 

 39,064,880 
 (41,864,667)
 (2,799,787)

 39,064,880 
 (34,633,400)
 4,431,480 

The Consolidated Statement of Profit or Loss and Other Comprehensive Income should be read in conjunction

with the Notes to the Financial Statements.

The Consolidated Statement of Financial Position should be read in conjunction
with the Notes to the Financial Statements.

28

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29

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Consolidated statement of cash flows
for the year ended 30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Consolidated statement of changes in equity

for the year ended 30 June 2020

Balance at 1 July 2018

Profit/(Loss) after income tax

Balance at 30 June 2019

Balance at 1 July 2019

Profit/(Loss) after income tax

Balance at 30 June 2020

Issued..

         Accumulated

capital..

$.......

losses..

$.......

Totals...

$.......

 39,064,880 

 (32,451,710)

 -   

 (2,181,690)

 39,064,880 

 (34,633,400)

 6,613,170 

 (2,181,690)

 4,431,480 

 39,064,880

  (34,633,400) 

-

 (7,231,267)

39,064,880

(41,864,667)

4,431,480

 (7,231,267)

(2,799,787)

Cash flows from operating activities
Receipts from customers
Receipts from government utility relief scheme
Receipts from government grants
Payments to suppliers and employees
Interest received 
Interest paid
Net cash provided by/(used in) operating activities

Cash flows from investing activities
Payment for financial assets
Payment for plant and equipment
Payment for leasehold improvements
Payment for intangibles
Net cash provided by/(used in) investing activities

Cash flows from financing activities
Financing costs paid
Proceeds from loans
Repayment of leases
Repayment of loans
Net cash provided by/(used in) financing activities

Net increase/(decrease) in cash and cash equivalents
Cash and cash equivalents opening balance
Cash and cash equivalents closing balance

Note

2020....
$.......

2019....
$.......

 36,474,440 
 6,653,700 
 58,899 
 (43,274,840)
 679,900 
 (1,143,332)
 (551,233)

 26,713,354 
 -   
 -   
 (28,630,798)
 749,638 
 (399,995)
 (1,567,801)

 (2,376,027)
 (114,645)
 (10,917)
 (456,535)
 (2,958,124)

 -   
 (240,490)
 (25,732)
 (49,261)
 (315,483)

 (395,259)
 11,383,110 
 (135,683)
 (2,397,267)
 8,454,901 

 (1,033,000)
 6,877,710 
 -   
 (2,019,717)
 3,824,993 

 4,945,544 
 3,306,072 
 8,251,616 

 1,941,709 
 1,364,363 
 3,306,072 

20

20

20

The Consolidated Statement of Cash Flows should be read in conjunction
with the Notes to the Financial Statements.

The Consolidated Statement of Changes in Equity should be read in conjunction

with the Notes to the Financial Statements.

30

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31

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Consolidated statement of cash flows

for the year ended 30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Consolidated statement of changes in equity
for the year ended 30 June 2020

Balance at 1 July 2018
Profit/(Loss) after income tax
Balance at 30 June 2019

Balance at 1 July 2019
Profit/(Loss) after income tax
Balance at 30 June 2020

Issued..
capital..
$.......

         Accumulated

losses..
$.......

Totals...
$.......

 39,064,880 
 -   
 39,064,880 

 (32,451,710)
 (2,181,690)
 (34,633,400)

 6,613,170 
 (2,181,690)
 4,431,480 

 39,064,880
-
39,064,880

  (34,633,400) 
 (7,231,267)
(41,864,667)

4,431,480
 (7,231,267)
(2,799,787)

Note

2020....

$.......

2019....

$.......

Cash flows from operating activities

Receipts from customers

Receipts from government utility relief scheme

Receipts from government grants

Payments to suppliers and employees

Interest received 

Interest paid

Net cash provided by/(used in) operating activities

20

Cash flows from investing activities

Payment for financial assets

Payment for plant and equipment

Payment for leasehold improvements

Payment for intangibles

Net cash provided by/(used in) investing activities

Cash flows from financing activities

Financing costs paid

Proceeds from loans

Repayment of leases

Repayment of loans

Net cash provided by/(used in) financing activities

20

 36,474,440 

 26,713,354 

 6,653,700 

 58,899 

 -   

 -   

 (43,274,840)

 (28,630,798)

 679,900 

 (1,143,332)

 (551,233)

 749,638 

 (399,995)

 (1,567,801)

 (2,376,027)

 (114,645)

 (10,917)

 (456,535)

 (2,958,124)

 -   

 (240,490)

 (25,732)

 (49,261)

 (315,483)

 (395,259)

 11,383,110 

 (135,683)

 (2,397,267)

 8,454,901 

 (1,033,000)

 6,877,710 

 -   

 (2,019,717)

 3,824,993 

Net increase/(decrease) in cash and cash equivalents

Cash and cash equivalents opening balance

Cash and cash equivalents closing balance

 4,945,544 

 3,306,072 

 8,251,616 

 1,941,709 

 1,364,363 

 3,306,072 

20

The Consolidated Statement of Cash Flows should be read in conjunction

with the Notes to the Financial Statements.

The Consolidated Statement of Changes in Equity should be read in conjunction
with the Notes to the Financial Statements.

30

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31

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

1. Reporting Entity

The financial statements of Locality Planning Energy Holdings Limited (“the Company”) for the year ended
30 June 2020 covers the Consolidated Entity consisting of Locality Planning Energy Holdings Limited and the 
entities it controlled from time to time throughout the year (“the Group” or “Consolidated Entity”) as required by
the Corporations Act 2001. The Company is a for-profit entity for the purpose of preparing these financial 
statements.

The financial statements are presented in Australian dollars, which is the functional currency.

The address of the Group’s registered office and principal place of business is Suite 306, Tower One,
55 Plaza Parade, Maroochydore QLD 4558.  

2. Basis of Preparation

(a) Statement of Compliance

The Financial Report has been prepared in accordance with requirements of Australian Accounting Standards, 
other authoritative pronouncements of the Australian Accounting Standards Board (AASB) and the Corporations 
Act 2001.

This report is to be read in conjunction with any other public announcements made by the Group during the year
in accordance with the continuous disclosure requirements of the Corporations Act 2001.

Compliance with Australian Accounting Standards ensures that the financial statements and notes also comply 
with International Financial Reporting Standards.

The accounting policies adopted are consistent with those of the previous financial year, unless stated otherwise.

(b) Basis of Measurement

The financial statements have been prepared on the historical cost basis.

(c) Use of Estimates and Judgements

The preparation of financial statements in conformity with AASB’s requires management to make judgements, 
estimates and assumptions that effect the application of accounting policies and the reported amounts of assets, 
liabilities, income and expenses. Actual results may differ from these estimates. 

Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are 
recognised in the period in which the estimates are revised and in any future periods affected. Information about 
critical estimates and judgements in applying accounting policies that have the most significant effect on the 
amounts recognised in the financial statements are outlined below:  

Impairment

The Group assesses impairment at the end of each reporting period by evaluating conditions specific to the Group 
that may be indicative of impairment triggers.  Impairment of financial assets (trade receivables and financial assets) 
are assessed for impairment as described in Note 3G.  Note 3H describes the processing for assessing impairment 
for non-financial assets (property, plant and equipment, intangible assets and other assets).   

2. Basis of Preparation (continued)

(c) Use of Estimates and Judgements (continued)

Site Conversion Revenue

Site conversion revenue is recognised upon installation, however customers are able to make payment over a 5 to 

10 year period. The Group has assessed that where this payment is deferred, the transaction contains a significant 

financing component and therefore the revenue must be adjusted for the effects of the time value of money.  

Judgement is therefore required to determine the amount of the consideration that relates to the site conversion 

revenue, and the amount relating to the financing of the purchase.  See note 3K for further details.

Derivatives

LPE’s approach to managing energy price risks reflects the need to provide pricing certainty to customers and limit 

exposure to adverse wholesale market outcomes.  LPE uses certain financial instruments (derivatives) to manage 

these energy price risks arising in the normal course of business to align with LPE’s risk appetite.

These derivatives are recorded at fair value through profit or loss.  Fair value is determined using valuation 

techniques that incorporate a range of estimates and judgements, as described in Note 26.

(d) Going Concern

The financial statements have been prepared on a going concern basis which contemplates the continuity 

of normal business activities and the realisation of assets and discharge of liabilities in the ordinary course of 

business. The Group incurred a net loss after income tax for the year ended 30 June 2020 of $7,231,267 (2019: 

$2,181,690) and a net cash outflow from operations of $551,233 (2019: $1,567,801). The Group also has a net 

asset deficiency at 30 June 2020 of $2,799,787 (2019: net assets of $4,431,480). These factors, prima facie, 

indicate that there is material uncertainty on whether the Group will continue as a going concern.

The Group has a healthy cash position of $8.2 million at 30 June 2020, and in August 2020 successfully raised

$3 million of capital through an issue of shares.  

Notwithstanding this, the Group has prepared budgets based on its current growth plans, which indicate that the 

Group will become profitable in the near future.  For these reasons the directors have determined the Group has 

access to sufficient net working capital to maintain continuity of normal business activity and pay its debts as and 

when they fall due, and therefore that it is appropriate to prepare the financial report on a going concern basis.

3. Significant Accounting Policies

The accounting policies set out below have been applied consistently to all periods presented in these 

consolidated financial statements, and have been applied by all entities in the Group.

(a) Basis of Consolidation

The consolidated financial statements comprise the financial statements of Locality Planning Energy Holdings 

Limited and its subsidiaries for the year ended 30 June 2020 (“the Group”). Subsidiaries are entities (including 

structured entities) over which the Group has control. The Group has control over an entity when the Group is 

exposed to, or has rights to, variable returns from its involvement with the entity, and has the ability to use its 

power to affect those returns. Subsidiaries are consolidated from the date on which control is transferred to the 

Group and are deconsolidated from the date that control ceases.

All intercompany balances and transactions, including unrealised profits arising from intragroup transactions have 

been eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment 

of the asset transferred.   

32

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33

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

1. Reporting Entity

The financial statements of Locality Planning Energy Holdings Limited (“the Company”) for the year ended

30 June 2020 covers the Consolidated Entity consisting of Locality Planning Energy Holdings Limited and the 

the Corporations Act 2001. The Company is a for-profit entity for the purpose of preparing these financial 

statements.

The financial statements are presented in Australian dollars, which is the functional currency.

The address of the Group’s registered office and principal place of business is Suite 306, Tower One,

55 Plaza Parade, Maroochydore QLD 4558.  

2. Basis of Preparation

(a) Statement of Compliance

Act 2001.

This report is to be read in conjunction with any other public announcements made by the Group during the year

in accordance with the continuous disclosure requirements of the Corporations Act 2001.

Compliance with Australian Accounting Standards ensures that the financial statements and notes also comply 

with International Financial Reporting Standards.

The accounting policies adopted are consistent with those of the previous financial year, unless stated otherwise.

(b) Basis of Measurement

The financial statements have been prepared on the historical cost basis.

(c) Use of Estimates and Judgements

The preparation of financial statements in conformity with AASB’s requires management to make judgements, 

estimates and assumptions that effect the application of accounting policies and the reported amounts of assets, 

liabilities, income and expenses. Actual results may differ from these estimates. 

Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are 

recognised in the period in which the estimates are revised and in any future periods affected. Information about 

critical estimates and judgements in applying accounting policies that have the most significant effect on the 

amounts recognised in the financial statements are outlined below:  

Impairment

The Group assesses impairment at the end of each reporting period by evaluating conditions specific to the Group 

that may be indicative of impairment triggers.  Impairment of financial assets (trade receivables and financial assets) 

are assessed for impairment as described in Note 3G.  Note 3H describes the processing for assessing impairment 

for non-financial assets (property, plant and equipment, intangible assets and other assets).   

entities it controlled from time to time throughout the year (“the Group” or “Consolidated Entity”) as required by

Site Conversion Revenue

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

2. Basis of Preparation (continued)

(c) Use of Estimates and Judgements (continued)

The Financial Report has been prepared in accordance with requirements of Australian Accounting Standards, 

other authoritative pronouncements of the Australian Accounting Standards Board (AASB) and the Corporations 

These derivatives are recorded at fair value through profit or loss.  Fair value is determined using valuation 
techniques that incorporate a range of estimates and judgements, as described in Note 26.

Site conversion revenue is recognised upon installation, however customers are able to make payment over a 5 to 
10 year period. The Group has assessed that where this payment is deferred, the transaction contains a significant 
financing component and therefore the revenue must be adjusted for the effects of the time value of money.  
Judgement is therefore required to determine the amount of the consideration that relates to the site conversion 
revenue, and the amount relating to the financing of the purchase.  See note 3K for further details.

Derivatives

LPE’s approach to managing energy price risks reflects the need to provide pricing certainty to customers and limit 
exposure to adverse wholesale market outcomes.  LPE uses certain financial instruments (derivatives) to manage 
these energy price risks arising in the normal course of business to align with LPE’s risk appetite.

(d) Going Concern

The financial statements have been prepared on a going concern basis which contemplates the continuity 
of normal business activities and the realisation of assets and discharge of liabilities in the ordinary course of 
business. The Group incurred a net loss after income tax for the year ended 30 June 2020 of $7,231,267 (2019: 
$2,181,690) and a net cash outflow from operations of $551,233 (2019: $1,567,801). The Group also has a net 
asset deficiency at 30 June 2020 of $2,799,787 (2019: net assets of $4,431,480). These factors, prima facie, 
indicate that there is material uncertainty on whether the Group will continue as a going concern.

The Group has a healthy cash position of $8.2 million at 30 June 2020, and in August 2020 successfully raised
$3 million of capital through an issue of shares.  

Notwithstanding this, the Group has prepared budgets based on its current growth plans, which indicate that the 
Group will become profitable in the near future.  For these reasons the directors have determined the Group has 
access to sufficient net working capital to maintain continuity of normal business activity and pay its debts as and 
when they fall due, and therefore that it is appropriate to prepare the financial report on a going concern basis.

3. Significant Accounting Policies

The accounting policies set out below have been applied consistently to all periods presented in these 
consolidated financial statements, and have been applied by all entities in the Group.

(a) Basis of Consolidation

The consolidated financial statements comprise the financial statements of Locality Planning Energy Holdings 
Limited and its subsidiaries for the year ended 30 June 2020 (“the Group”). Subsidiaries are entities (including 
structured entities) over which the Group has control. The Group has control over an entity when the Group is 
exposed to, or has rights to, variable returns from its involvement with the entity, and has the ability to use its 
power to affect those returns. Subsidiaries are consolidated from the date on which control is transferred to the 
Group and are deconsolidated from the date that control ceases.

All intercompany balances and transactions, including unrealised profits arising from intragroup transactions have 
been eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment 
of the asset transferred.   

32

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33

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

(b) Income Tax

The charge for current income tax expense is based on the profit/loss for the year adjusted for any non-assessable 
or disallowed items. It is calculated using tax rates that have been enacted or are substantively enacted by the 
balance date. 

Deferred tax is accounted for using the balance sheet liability method in respect of temporary differences arising 
between the tax bases of assets and liabilities and their carrying amounts in the financial statements. No deferred 
income tax will be recognised from the initial recognition of an asset or liability, excluding a business combination, 
where there is no effect on accounting or taxable profit or loss. 

Deferred tax is calculated at the tax rates that are expected to apply to the period when the asset is realised or 
liability is settled.  Current and deferred tax is recognised in the profit or loss, except where it relates to items 
recognised in the other comprehensive income or directly in equity. In this case the tax is recognised in the other 
comprehensive income or directly in equity respectively. 

Deferred income tax assets are recognised to the extent that it is probable that future tax profits will be available 
against which deductible temporary differences or tax losses can be utilised. To the extent that any rebates are 
received from Government taxation authorities, they are recognised in profit or loss as an income tax benefit.

(c) Plant and Equipment 

Plant and equipment are measured on the cost basis less depreciation and impairment losses.

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 consolidated entity 
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.   

All assets are depreciated on either a straight line basis or diminishing value basis over their useful lives to the 
consolidated entity commencing from the time the asset is held ready for use. 

The depreciation rates used for each class of depreciable assets are: 

Class of Fixed Asset 

Depreciation Rate & Method 

Plant and equipment 

10-50% per annum straight line or diminishing value 

Motor Vehicles 

25% per annum, diminishing value 

The assets’ residual values and useful lives are reviewed, and adjusted if appropriate, at each reporting date. 

Gains and losses on disposals are determined by comparing proceeds with the carrying amount. These gains and 
losses are included in the profit or loss.

D.  Intangible Assets 

Intangible assets include the cost of software and legal costs.  Software has an estimated useful life of between 
three and ten years.  It is assessed annually for impairment. 

Leasehold improvements are amortised over the shorter of either the unexpired period of the lease or the 

(e) Leashold Improvements

estimated useful lives of the improvements.

(f) Trade and Other Payables 

Trade and other payables represent liablities for goods and services provided to the Group prior to the year end 

and which are unpaid. These amounts are unsecured and have 30-60 day payment terms. They are recognised 

initially at fair value and subsequently measured at amortised cost using the effective interest method. 

(g) Impairment of Financial Assets 

The Group applies the simplified approach to providing for expected credit losses prescribed by AASB 9, which 

prescribes the use of the lifetime expected loss provision for all trade receivables. To measure the expected credit 

losses, trade receivables have been grouped based on shared credit risk characteristics and the days past due, 

and a provision matrix is used.

become unrecoverable.

The “amounts written off” are all due to customers declaring bankruptcy, or term receivables that have now 

At each reporting date, the Group recognises the movement in the loss allowance as an impairment gain or loss in 

the Statement of Profit or Loss and Other Comprehensive Income.

(h) Impairment of Non-Financial Assets   

At each reporting date, the Consolidated Entity reviews the carrying values of its tangible and intangible assets 

to determine whether there is any indication that those assets have been impaired.  If such an indication exists, 

the recoverable amount of the asset, being the higher of the asset’s fair value less costs to sell and value in use, 

is compared to the asset’s carrying value. Any excess of the asset’s carrying value over its recoverable amount is 

expensed in the profit or loss.

Where it is not possible to estimate the recoverable amount of an individual asset, the Group estimates the 

recoverable amount of the cash-generating unit to which the asset belongs.

(i) Share-based Payments   

The Consolidated Entity may make share-based payments to directors and employees. The fair value of the equity 

to which employees become entitled is measured at grant date and recognised as an expense over the vesting 

period, with a corresponding increase to an equity account. The fair value of shares is ascertained as the market 

bid price. The fair value of options is ascertained using a valuation which incorporates all market vesting conditions. 

The number of shares and options expected to vest is reviewed and adjusted at each reporting date such that the 

amount recognised for services received as consideration for the equity instruments granted shall be based on the 

number of equity instruments that eventually vest.  

(j) Cash and Cash Equivalents 

Cash and cash equivalents includes cash on hand, deposits held at call with banks, other short-term highly liquid 

investments with original maturities of three months or less, and bank overdrafts.  Bank overdrafts are shown 

within short-term borrowings in current liabilities on the statement of financial position. 

34

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35

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

The charge for current income tax expense is based on the profit/loss for the year adjusted for any non-assessable 

or disallowed items. It is calculated using tax rates that have been enacted or are substantively enacted by the 

Leasehold improvements are amortised over the shorter of either the unexpired period of the lease or the 
estimated useful lives of the improvements.

(e) Leashold Improvements

(b) Income Tax

balance date. 

Deferred tax is accounted for using the balance sheet liability method in respect of temporary differences arising 

between the tax bases of assets and liabilities and their carrying amounts in the financial statements. No deferred 

income tax will be recognised from the initial recognition of an asset or liability, excluding a business combination, 

where there is no effect on accounting or taxable profit or loss. 

Deferred tax is calculated at the tax rates that are expected to apply to the period when the asset is realised or 

liability is settled.  Current and deferred tax is recognised in the profit or loss, except where it relates to items 

recognised in the other comprehensive income or directly in equity. In this case the tax is recognised in the other 

comprehensive income or directly in equity respectively. 

Deferred income tax assets are recognised to the extent that it is probable that future tax profits will be available 

against which deductible temporary differences or tax losses can be utilised. To the extent that any rebates are 

received from Government taxation authorities, they are recognised in profit or loss as an income tax benefit.

(c) Plant and Equipment 

Plant and equipment are measured on the cost basis less depreciation and impairment losses.

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 consolidated entity 

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.   

All assets are depreciated on either a straight line basis or diminishing value basis over their useful lives to the 

consolidated entity commencing from the time the asset is held ready for use. 

The depreciation rates used for each class of depreciable assets are: 

Class of Fixed Asset 

Depreciation Rate & Method 

Plant and equipment 

10-50% per annum straight line or diminishing value 

Motor Vehicles 

25% per annum, diminishing value 

The assets’ residual values and useful lives are reviewed, and adjusted if appropriate, at each reporting date. 

Gains and losses on disposals are determined by comparing proceeds with the carrying amount. These gains and 

losses are included in the profit or loss.

D.  Intangible Assets 

Intangible assets include the cost of software and legal costs.  Software has an estimated useful life of between 

three and ten years.  It is assessed annually for impairment. 

(f) Trade and Other Payables 

Trade and other payables represent liablities for goods and services provided to the Group prior to the year end 
and which are unpaid. These amounts are unsecured and have 30-60 day payment terms. They are recognised 
initially at fair value and subsequently measured at amortised cost using the effective interest method. 

(g) Impairment of Financial Assets 

The Group applies the simplified approach to providing for expected credit losses prescribed by AASB 9, which 
prescribes the use of the lifetime expected loss provision for all trade receivables. To measure the expected credit 
losses, trade receivables have been grouped based on shared credit risk characteristics and the days past due, 
and a provision matrix is used.

The “amounts written off” are all due to customers declaring bankruptcy, or term receivables that have now 
become unrecoverable.

At each reporting date, the Group recognises the movement in the loss allowance as an impairment gain or loss in 
the Statement of Profit or Loss and Other Comprehensive Income.

(h) Impairment of Non-Financial Assets   

At each reporting date, the Consolidated Entity reviews the carrying values of its tangible and intangible assets 
to determine whether there is any indication that those assets have been impaired.  If such an indication exists, 
the recoverable amount of the asset, being the higher of the asset’s fair value less costs to sell and value in use, 
is compared to the asset’s carrying value. Any excess of the asset’s carrying value over its recoverable amount is 
expensed in the profit or loss.

Where it is not possible to estimate the recoverable amount of an individual asset, the Group estimates the 
recoverable amount of the cash-generating unit to which the asset belongs.

(i) Share-based Payments   

The Consolidated Entity may make share-based payments to directors and employees. The fair value of the equity 
to which employees become entitled is measured at grant date and recognised as an expense over the vesting 
period, with a corresponding increase to an equity account. The fair value of shares is ascertained as the market 
bid price. The fair value of options is ascertained using a valuation which incorporates all market vesting conditions. 
The number of shares and options expected to vest is reviewed and adjusted at each reporting date such that the 
amount recognised for services received as consideration for the equity instruments granted shall be based on the 
number of equity instruments that eventually vest.  

(j) Cash and Cash Equivalents 

Cash and cash equivalents includes cash on hand, deposits held at call with banks, other short-term highly liquid 
investments with original maturities of three months or less, and bank overdrafts.  Bank overdrafts are shown 
within short-term borrowings in current liabilities on the statement of financial position. 

34

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

35

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

(k) Revenue
Revenue for the Group can be categorised as follows: 

–  Supply of electricity  
–  Supply of embedded network or solar infrastructure (including installation)

Supply of electricity 

Revenue from the supply of electricity is recognised as the customer obtains a benefit from the supply, which 
occurs over time as the customer consumes the electricity.  Consumption is determined by meter readings.  
Between meter readings, consumption is estimated using industry and historical customer consumption patterns, 
along with consumption reports from the Group’s suppliers.

Costs associated with the supply of the electricity are expensed over time in line with customers’ consumption.

Supply of embedded network or solar infrastructure 

The Group arranges to supply and install embedded network infrastructure on customers’ premises. The 
performance obligation is the installation of the infrastructure, and therefore revenue is recognised at a point in time 
upon installation. Likewise, the Group arranges to supply and install solar infrastructure on customers’ premises. 
The performance obligation is the installation of the infrastructure, and therefore revenue is recognised at a point
in time upon installation.

Customers have the option to pay for the site conversion infrastructure over the life of a related electricity supply 
contract, ranging from 5 to 10 years. Therefore a significant financing component has been identified within these 
contracts.  The revenue is therefore discounted to remove the financing component.  Consideration receivable in 
respect of this revenue is recognised as ‘site conversion receivables’ in the Statement of Financial Position. The 
financing component has been assessed by the Group at a rate of 12% per annum, and this is recognised as 
interest revenue over time until the customer has paid all consideration. 

Costs incurred to supply and install the site conversion infrastructure are expensed when the revenue is 
recognised, upon installation.  For costs incurred on site conversions where the infrastructure has not yet been 
installed, and therefore no revenue yet recognised, the costs are capitalised within the inventory balance contained 
within ‘Other Assets’ in the Statement of Financial Position.

(l) Goods and Services Tax (GST)
Revenues, expenses and assets are recognised net of the amount of GST, except where the amount of GST 
incurred is not recoverable from the Australian Tax Office.  In these circumstances the GST is recognised as part of 
the cost of acquisition of the asset or as part of an item of expense. Receivables and payables in the Consolidated 
Statement of Financial Position are shown inclusive of GST.  Cash flows are presented in the statement of cash 
flows on a gross basis, except for the GST component of investing and financing activities, which are disclosed as 
operating cash flows.

(m) Issued Capital
Ordinary shares are classified as equity. Costs directly attributable to the issue of new shares or options are shown 
as a deduction from equity. 

(n) Earnings per Share
The Consolidated Entity presents basic and diluted earnings per share (EPS) data for its ordinary shares. Basic 
EPS is calculated by dividing the profit or loss attributable to ordinary shareholders of the Company by the 
weighted average number of ordinary shares outstanding during the period.  Diluted EPS is determined by 
adjusting the profit or loss attributable to ordinary shareholders and the weighted average number of ordinary 
shares outstanding, adjusted for the effects of all dilutive potential ordinary shares.

(o) Leases 

of the lease.

At inception of a contract, the Group assesses if the contract contains or is a lease.  If there is a lease present, 

a right-of-use asset and a corresponding lease liability is recognised by the Group where the Group is a lessee. 

However all contracts that are classified as short-term leases (lease with remaining lease term of 12 months or 

less) and leases of low value assets are recognised as an operating expense on a straight-line basis over the term 

Initially the lease liability is measured at the present value of the lease payments still to be paid at commencement 

date. The lease payments are discounted at the interest rate implicit in the lease.  If this rate cannot be readily 

determined, the Group uses the incremental borrowing rate.

Lease payments included in the measurement of the lease liability are as follows:

– 

fixed lease payments less any lease incentives;

–  variable lease payments that depend on an index or rate, initially measured using the index or rate at

the commencement date;

– 

– 

– 

the amount expected to be payable by the lessee under residual value guarantees;

the exercise price of purchase options, if the lessee is reasonably certain to exercise the options;

lease payments under extension options if lessee is reasonably certain to exercise the options; and

–  payments of penalties for terminating the lease, if the lease term reflects the exercise of an option

to terminate the lease.

The right-of-use assets comprise the initial measurement of the corresponding lease liability as mentioned above, 

any lease payments made at or before the commencement date as well as any initial direct costs. The subsequent 

measurement of the right-of-use assets is at cost less accumulated depreciation and impairment losses.

Right-of-use assets are depreciated over the lease term or useful life of the underlying asset whichever is the 

Where a lease transfers ownership of the underlying asset or the cost of the right-of-use asset reflects that the 

Group anticipates to exercise a purchase option, the specific asset is depreciated over the useful life of the 

shortest.

underlying asset.

(p) Financial Instruments

Initial recognition and measurement

Financial assets and financial liabilities are recognised when the Group becomes a party to the contractual 

provisions to the instrument.  For financial assets, this is the date that the Group commits itself to either the 

purchase or sale of the asset (ie trade date accounting is adopted). 

Financial instruments (except for trade receivables) are initially measured at fair value plus transaction costs, 

except where the instrument is classified “at fair value through profit or loss”, in which case transaction costs are 

expensed to profit or loss immediately. Where available, quoted prices in an active market are used to determine 

fair value. In other circumstances, valuation techniques are adopted. 

36

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37

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

(k) Revenue

Revenue for the Group can be categorised as follows: 

–  Supply of electricity  

–  Supply of embedded network or solar infrastructure (including installation)

Supply of electricity 

Revenue from the supply of electricity is recognised as the customer obtains a benefit from the supply, which 

occurs over time as the customer consumes the electricity.  Consumption is determined by meter readings.  

Between meter readings, consumption is estimated using industry and historical customer consumption patterns, 

along with consumption reports from the Group’s suppliers.

Costs associated with the supply of the electricity are expensed over time in line with customers’ consumption.

Supply of embedded network or solar infrastructure 

The Group arranges to supply and install embedded network infrastructure on customers’ premises. The 

performance obligation is the installation of the infrastructure, and therefore revenue is recognised at a point in time 

upon installation. Likewise, the Group arranges to supply and install solar infrastructure on customers’ premises. 

The performance obligation is the installation of the infrastructure, and therefore revenue is recognised at a point

in time upon installation.

Customers have the option to pay for the site conversion infrastructure over the life of a related electricity supply 

contract, ranging from 5 to 10 years. Therefore a significant financing component has been identified within these 

contracts.  The revenue is therefore discounted to remove the financing component.  Consideration receivable in 

respect of this revenue is recognised as ‘site conversion receivables’ in the Statement of Financial Position. The 

financing component has been assessed by the Group at a rate of 12% per annum, and this is recognised as 

interest revenue over time until the customer has paid all consideration. 

Costs incurred to supply and install the site conversion infrastructure are expensed when the revenue is 

recognised, upon installation.  For costs incurred on site conversions where the infrastructure has not yet been 

installed, and therefore no revenue yet recognised, the costs are capitalised within the inventory balance contained 

within ‘Other Assets’ in the Statement of Financial Position.

the cost of acquisition of the asset or as part of an item of expense. Receivables and payables in the Consolidated 

Statement of Financial Position are shown inclusive of GST.  Cash flows are presented in the statement of cash 

flows on a gross basis, except for the GST component of investing and financing activities, which are disclosed as 

Ordinary shares are classified as equity. Costs directly attributable to the issue of new shares or options are shown 

operating cash flows.

(m) Issued Capital

as a deduction from equity. 

(n) Earnings per Share

The Consolidated Entity presents basic and diluted earnings per share (EPS) data for its ordinary shares. Basic 

EPS is calculated by dividing the profit or loss attributable to ordinary shareholders of the Company by the 

weighted average number of ordinary shares outstanding during the period.  Diluted EPS is determined by 

adjusting the profit or loss attributable to ordinary shareholders and the weighted average number of ordinary 

shares outstanding, adjusted for the effects of all dilutive potential ordinary shares.

(o) Leases 

At inception of a contract, the Group assesses if the contract contains or is a lease.  If there is a lease present, 
a right-of-use asset and a corresponding lease liability is recognised by the Group where the Group is a lessee. 
However all contracts that are classified as short-term leases (lease with remaining lease term of 12 months or 
less) and leases of low value assets are recognised as an operating expense on a straight-line basis over the term 
of the lease.

Initially the lease liability is measured at the present value of the lease payments still to be paid at commencement 
date. The lease payments are discounted at the interest rate implicit in the lease.  If this rate cannot be readily 
determined, the Group uses the incremental borrowing rate.

Lease payments included in the measurement of the lease liability are as follows:

fixed lease payments less any lease incentives;

– 
–  variable lease payments that depend on an index or rate, initially measured using the index or rate at

the commencement date;
the amount expected to be payable by the lessee under residual value guarantees;
the exercise price of purchase options, if the lessee is reasonably certain to exercise the options;
lease payments under extension options if lessee is reasonably certain to exercise the options; and

– 
– 
– 
–  payments of penalties for terminating the lease, if the lease term reflects the exercise of an option

to terminate the lease.

The right-of-use assets comprise the initial measurement of the corresponding lease liability as mentioned above, 
any lease payments made at or before the commencement date as well as any initial direct costs. The subsequent 
measurement of the right-of-use assets is at cost less accumulated depreciation and impairment losses.

Right-of-use assets are depreciated over the lease term or useful life of the underlying asset whichever is the 
shortest.

Where a lease transfers ownership of the underlying asset or the cost of the right-of-use asset reflects that the 
Group anticipates to exercise a purchase option, the specific asset is depreciated over the useful life of the 
underlying asset.

(l) Goods and Services Tax (GST)

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

(p) Financial Instruments

incurred is not recoverable from the Australian Tax Office.  In these circumstances the GST is recognised as part of 

Initial recognition and measurement

Financial assets and financial liabilities are recognised when the Group becomes a party to the contractual 
provisions to the instrument.  For financial assets, this is the date that the Group commits itself to either the 
purchase or sale of the asset (ie trade date accounting is adopted). 

Financial instruments (except for trade receivables) are initially measured at fair value plus transaction costs, 
except where the instrument is classified “at fair value through profit or loss”, in which case transaction costs are 
expensed to profit or loss immediately. Where available, quoted prices in an active market are used to determine 
fair value. In other circumstances, valuation techniques are adopted. 

36

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Locality Planning Energy Holdings Limited  |  Annual Report 2020

37

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

(p) Financial Instruments (continued)

Classification and subsequent measurement   

Financial Liabilities 

Financial liabilities are subsequently measured at:

–  Amortised cost; or
–  Fair value through profit or loss. 

A financial liability is measured at fair value through profit and loss if the financial liability is:  

–  A contingent consideration of an acquirer in a business combination to which AASB 3: Business

Combinations applies;

–  Held for trading; or
– 

Initially designated at fair value through profit or loss.

All other financial liabilities are subsequently measured at amortised cost using the effective interest method.

The effective interest method is a method of calculating the amortised cost of a debt instrument and of allocating 
interest expense in profit or loss over the relevant period. The effective interest rate is the internal rate of return of 
the financial asset or liability. That is, it is the rate that exactly discounts the estimated future cash flows through the 
expected life of the instrument to the net carrying amount at initial recognition.

A financial liability is held for trading if:   

– 
It is incurred for the purpose of repurchasing or repaying in the near term;  
–  Part of a portfolio where there is an actual patter of short-term profit taking; or  
–  A derivative financial instrument (except for a derivative that is in a financial guarantee contract or

a derivative that is in an effective hedging relationship). 

The Group recognises the financial derivative instruments at fair value through profit or loss.   

Financial Assets 

Financial assets are subsequently measured at:  

–  Amortised cost;  
–  Fair value through other comprehensive income; or  
–  Fair value through profit or loss.

Measurement is on the basis of two primary criteria:   

–  The contractual cash flow characteristics of the financial asset; and  
–  The business model for managing financial assets.  

A financial asset that meets the following conditions is subsequently measured at amortised cost:  

–  The financial asset is managed solely to collect contractual cashflows; and  
–  The contractual terms within the financial asset give rise to cashflows that are solely payments of principal

and interest on the principal amount outstanding on specified dates. 

A financial asset that meets the following conditions is subsequently measured at fair value through other 
comprehensive income:   

–  The contractual terms within the financial asset give rise to cashflows that are solely payments of principal

and interest on the principal amount outstanding on specified dates;

–  The business model for managing the financial assets comprises both contractual cashflows and the

The Group has identified its operating segments as being the energy retail sector in Australia.  Management 

selling of the financial asset.

By default, all other financial assets that do not meet the measurement conditions of amortised cost and fair value 
through other comprehensive income are subsequently measured at fair value through profit or loss.

The Group currently has futures contracts that are recognised within financial assets in the Statement of Financial 
Position that are recognised at fair value through profit or loss. All other financial assets are recognised at 
amortised cost.   

38

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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39

(p) Financial Instruments (continued)

Derecognition

of financial position. 

Derecognition of financial liabilities 

Derecognition refers to the removal of a previously recognised financial asset or financial liability from the statement 

A liability is derecognised when it is extinguished (ie when the obligation in the contract is discharged, cancelled 

or expires). An exchange of an existing financial liability for a new one with substantially modified terms, or a 

substantial modification to the terms of a financial liability is treated as an extinguishment of the existing liability and 

recognition of a new financial liability. 

The difference between the carrying amount of the financial liability derecognised and the consideration paid and 

payable, including any non-cash assets transferred or liabilities assumed, is recognised in profit or loss. 

Derecognition of financial assets 

A financial asset is derecognised when the holder’s contractual rights to its cash flows expire, or the asset is 

transferred in such a way that all the risks and rewards of ownership are substantially transferred.

All of the following criteria need to be satisfied for Derecognition of financial asset:

–  The right to receive cash flows from the asset has been expired or been transferred;

–  All risk and rewards of ownership of the asset have been substantially transferred; and

–  The Group no longer controls the asset. 

On derecognition of a financial asset measured at amortised cost, the difference between the asset’s carrying 

amount and the sum of the consideration received and receivable is recognised in profit or loss.

(q) Employee Entitlements

balance date.

Provision is made for the Group’s liability for employee benefits arising from services rendered by employees to 

Employee benefits that are expected to be settled within one year have been measured at the amounts expected 

to be paid when the liability is settled. Long-term employee benefits are only recognised to the extent that it is 

considered probable that employees will reach the eligible service period.

(r) New Accounting Standards Issued but not yet Applicable

A number of new standards and interpretations are effective for annual reporting periods beginning after 1 July 

2020 and earlier application is permitted; however the Company has not early adopted the new or amended 

standards in preparing these financial statements. The new standards relate to very specific circumstances that

are not applicable to the Company.

4. Segment Reporting

currently identifies the energy retail sector as being the Group’s sole operating segment.

There have been no changes in the operating segments during the year. Accordingly, all significant operating 

decisions are based upon analysis of the Group as one segment. The financial results from the segment are 

equivalent to the financial statements of the Group as a whole.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

3. Significant Accounting Policies (continued)

3. Significant Accounting Policies (continued)

(p) Financial Instruments (continued)

Classification and subsequent measurement   

Financial Liabilities 

Financial liabilities are subsequently measured at:

–  Amortised cost; or

–  Fair value through profit or loss. 

A financial liability is measured at fair value through profit and loss if the financial liability is:  

–  A contingent consideration of an acquirer in a business combination to which AASB 3: Business

Combinations applies;

–  Held for trading; or

– 

Initially designated at fair value through profit or loss.

All other financial liabilities are subsequently measured at amortised cost using the effective interest method.

The effective interest method is a method of calculating the amortised cost of a debt instrument and of allocating 

interest expense in profit or loss over the relevant period. The effective interest rate is the internal rate of return of 

the financial asset or liability. That is, it is the rate that exactly discounts the estimated future cash flows through the 

expected life of the instrument to the net carrying amount at initial recognition.

A financial liability is held for trading if:   

– 

It is incurred for the purpose of repurchasing or repaying in the near term;  

–  Part of a portfolio where there is an actual patter of short-term profit taking; or  

–  A derivative financial instrument (except for a derivative that is in a financial guarantee contract or

a derivative that is in an effective hedging relationship). 

The Group recognises the financial derivative instruments at fair value through profit or loss.   

Financial Assets 

Financial assets are subsequently measured at:  

–  Amortised cost;  

–  Fair value through other comprehensive income; or  

–  Fair value through profit or loss.

Measurement is on the basis of two primary criteria:   

–  The contractual cash flow characteristics of the financial asset; and  

–  The business model for managing financial assets.  

A financial asset that meets the following conditions is subsequently measured at amortised cost:  

–  The financial asset is managed solely to collect contractual cashflows; and  

–  The contractual terms within the financial asset give rise to cashflows that are solely payments of principal

and interest on the principal amount outstanding on specified dates. 

A financial asset that meets the following conditions is subsequently measured at fair value through other 

comprehensive income:   

–  The contractual terms within the financial asset give rise to cashflows that are solely payments of principal

and interest on the principal amount outstanding on specified dates;

–  The business model for managing the financial assets comprises both contractual cashflows and the

selling of the financial asset.

By default, all other financial assets that do not meet the measurement conditions of amortised cost and fair value 

through other comprehensive income are subsequently measured at fair value through profit or loss.

The Group currently has futures contracts that are recognised within financial assets in the Statement of Financial 

Position that are recognised at fair value through profit or loss. All other financial assets are recognised at 

amortised cost.   

(p) Financial Instruments (continued)

Derecognition

Derecognition refers to the removal of a previously recognised financial asset or financial liability from the statement 
of financial position. 

Derecognition of financial liabilities 

A liability is derecognised when it is extinguished (ie when the obligation in the contract is discharged, cancelled 
or expires). An exchange of an existing financial liability for a new one with substantially modified terms, or a 
substantial modification to the terms of a financial liability is treated as an extinguishment of the existing liability and 
recognition of a new financial liability. 

The difference between the carrying amount of the financial liability derecognised and the consideration paid and 
payable, including any non-cash assets transferred or liabilities assumed, is recognised in profit or loss. 

Derecognition of financial assets 

A financial asset is derecognised when the holder’s contractual rights to its cash flows expire, or the asset is 
transferred in such a way that all the risks and rewards of ownership are substantially transferred.

All of the following criteria need to be satisfied for Derecognition of financial asset:

–  The right to receive cash flows from the asset has been expired or been transferred;
–  All risk and rewards of ownership of the asset have been substantially transferred; and
–  The Group no longer controls the asset. 

On derecognition of a financial asset measured at amortised cost, the difference between the asset’s carrying 
amount and the sum of the consideration received and receivable is recognised in profit or loss.

(q) Employee Entitlements

Provision is made for the Group’s liability for employee benefits arising from services rendered by employees to 
balance date.

Employee benefits that are expected to be settled within one year have been measured at the amounts expected 
to be paid when the liability is settled. Long-term employee benefits are only recognised to the extent that it is 
considered probable that employees will reach the eligible service period.

(r) New Accounting Standards Issued but not yet Applicable

A number of new standards and interpretations are effective for annual reporting periods beginning after 1 July 
2020 and earlier application is permitted; however the Company has not early adopted the new or amended 
standards in preparing these financial statements. The new standards relate to very specific circumstances that
are not applicable to the Company.

4. Segment Reporting

The Group has identified its operating segments as being the energy retail sector in Australia.  Management 
currently identifies the energy retail sector as being the Group’s sole operating segment.

There have been no changes in the operating segments during the year. Accordingly, all significant operating 
decisions are based upon analysis of the Group as one segment. The financial results from the segment are 
equivalent to the financial statements of the Group as a whole.

38

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

39

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

5. Statement of Profit or Loss and other Comprehensive Income

30 June 2020

6. Income Tax

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

A. Electricity Revenue
Electricity sales
Site conversion sales
Total Revenue and Other Income

B. Electricity Cost of Goods Sold
Energy usage charges
Network charges
Other COGS
Site conversion COGS
Total Revenue and Other Income

C. Other Revenue
Interest revenue
Government grants
Total Revenue and Other Income

D. Impairment Losses
Bad debts written off
Addition to provision for doubtful debt
Total Impairment Losses

E. Financing Expenses
Bank Fees
Borrowing expenses
Interest on leases
Interest expense
Total Financing Expenses

F. Other Expenses
Depreciation and amortisation
Employee costs
Gain/(loss) on disposal of assets
Information technology
Insurance
Marketing & advertising
Occupancy expenses
Other expenses
Professional costs

Consolidated
Entity 2020
$........

Consolidated
Entity 2019
$........

 41,175,283 
 1,750,892 
 42,926,175 

 26,624,054 
 1,098,936 
 27,722,990 

 15,889,239 
 13,648,301 
 4,609,657 
 1,635,652 
 35,782,849 

 10,493,261 
 7,854,489 
 3,119,984 
 1,180,126 
 22,647,860 

 679,968 
 113,444 
 793,412 

 131,801 
 373,488 
 505,289 

 120,410 
 665,438 
 30,530 
 1,146,011 
 1,962,389 

 630,409 
 6,502,705 
 25,159 
 1,309,888 
 100,166 
 312,905 
 92,345 
 918,914 
 553,319 

 10,445,810 

 753,535 
 -   
 753,535 

 107,812 
 14,677 
 122,489 

 73,945 
 140,277 
 -   
 403,338 
 617,560 

 248,589 
 4,041,043 
 29,771 
 795,901 
 88,071 
 338,634 
 195,707 
 862,950 
 712,585 

 7,313,251 

Components of tax expense/(benefit) comprise:

Current tax

Prior year tax

Deferred tax

Income tax expense/(benefit)

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

$........

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

Numerical reconciliation of income tax benefit to prima facie tax payable

Loss from operations before tax for the year

The prima facie income tax benefit on loss before income tax

at a tax rate of 27.5% (2019: 27.5%)

 (7,231,267)

 (1,988,598)

 (2,181,690)

 (599,965)

Tax effect amounts which are not (deductible)/taxable

 3,964 

 1,765 

 1,984,634 

 598,200 

 -   

 -   

in calculating taxable income:

Deferred tax asset not brought to account

Total income tax benefit

Net unrecognised deferred tax assets

Net Deductible/(Assessable) temporary differences

 (331,910)

 (314,709)

Unused tax losses

Net unrecognised deferred tax asset

 4,892,469 

 4,560,559 

 2,890,633 

 2,575,924 

The above potential tax benefit for tax losses has not been recognised in the statement of financial position.

These tax losses can only be utilised in the future if the continuity of ownership test is passed, or failing that,

the same business test is passed. 

The above potential tax benefit, which excludes tax losses, for deductible temporary differences has not been 

recognised in the statement of financial position as the recovery of this benefit is uncertain.  

The consolidated entity has no franking credits.

40

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

41

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

5. Statement of Profit or Loss and other Comprehensive Income

6. Income Tax

A. Electricity Revenue

Electricity sales

Site conversion sales

Total Revenue and Other Income

B. Electricity Cost of Goods Sold

Energy usage charges

Network charges

Other COGS

Site conversion COGS

C. Other Revenue

Interest revenue

Government grants

Total Revenue and Other Income

Total Revenue and Other Income

D. Impairment Losses

Bad debts written off

Addition to provision for doubtful debt

Total Impairment Losses

E. Financing Expenses

Bank Fees

Borrowing expenses

Interest on leases

Interest expense

Total Financing Expenses

F. Other Expenses

Depreciation and amortisation

Employee costs

Gain/(loss) on disposal of assets

Information technology

Insurance

Marketing & advertising

Occupancy expenses

Other expenses

Professional costs

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

$........

 41,175,283 

 26,624,054 

 1,750,892 

 1,098,936 

 42,926,175 

 27,722,990 

 15,889,239 

 13,648,301 

 4,609,657 

 1,635,652 

 10,493,261 

 7,854,489 

 3,119,984 

 1,180,126 

 35,782,849 

 22,647,860 

 679,968 

 113,444 

 793,412 

 131,801 

 373,488 

 505,289 

 120,410 

 665,438 

 30,530 

 1,146,011 

 1,962,389 

 630,409 

 6,502,705 

 25,159 

 1,309,888 

 100,166 

 312,905 

 92,345 

 918,914 

 553,319 

 753,535 

 -   

 753,535 

 107,812 

 14,677 

 122,489 

 73,945 

 140,277 

 -   

 403,338 

 617,560 

 248,589 

 4,041,043 

 29,771 

 795,901 

 88,071 

 338,634 

 195,707 

 862,950 

 712,585 

 10,445,810 

 7,313,251 

Components of tax expense/(benefit) comprise:
Current tax
Prior year tax
Deferred tax
Income tax expense/(benefit)

Numerical reconciliation of income tax benefit to prima facie tax payable
Loss from operations before tax for the year
The prima facie income tax benefit on loss before income tax
at a tax rate of 27.5% (2019: 27.5%)

Tax effect amounts which are not (deductible)/taxable
in calculating taxable income:
Deferred tax asset not brought to account
Total income tax benefit

Net unrecognised deferred tax assets
Net Deductible/(Assessable) temporary differences

Unused tax losses
Net unrecognised deferred tax asset

Consolidated
Entity 2020
$........

Consolidated
Entity 2019
$........

 -   
 -   
 -   
 -   

 -   
 -   
 -   
 -   

 (7,231,267)
 (1,988,598)

 (2,181,690)
 (599,965)

 3,964 

 1,765 

 1,984,634 
 -   

 598,200 
 -   

 (331,910)

 (314,709)

 4,892,469 
 4,560,559 

 2,890,633 
 2,575,924 

The above potential tax benefit for tax losses has not been recognised in the statement of financial position.
These tax losses can only be utilised in the future if the continuity of ownership test is passed, or failing that,
the same business test is passed. 

The above potential tax benefit, which excludes tax losses, for deductible temporary differences has not been 
recognised in the statement of financial position as the recovery of this benefit is uncertain.  

The consolidated entity has no franking credits.

40

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

41

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

7. Trade & Other Receivables

Trade receivables
Trade receivables provision
Interest receivables

Site conversion receivables (current)
Site conversion receivables (non-current)
Site conversion receivables provision

Consolidated
Entity 2020
$........
4,984,841
 (125,830)
3,965
4,862,976
1,628,633
3,968,347
 (267,762)
10,192,194

Consolidated
Entity 2019
$........
3,081,217
 (20,104)
3,897
3,065,010
1,554,644
3,965,663
 -   
8,585,317

Current trade receivables are interest bearing and are generally receivable within 14 days.  

Opening 
Balance  
1 July 2018

Net Measure-
ment of loss 
allowance

Amounts
written off

Closing 
Balance  
30 June 2019

Lifetime Expected Credit Loss: Credit Impaired
Current trade receivables
Current interest receivables
Current site conversion receivables
Non-Current site conversion 
receivables

 5,426 
 -   
 -   
 -   

 14,677 
 -   
 -   
 -   

 107,812 
 -   
 -   
 -   

 20,103 
 -   
 -   
 -   

 5,426 

 14,677 

 107,812 

 20,103 

Opening 
Balance  
1 July 2019

Net Measure-
ment of loss 
allowance

Amounts
written off

Closing 
Balance  
30 June 2020

Lifetime Expected Credit Loss: Credit Impaired
Current trade receivables
Current interest receivables
Current site conversion receivables
Non-Current site conversion 
receivables

 20,103 
 -   
 -   
 -   

 105,726 
 -   
 44,973 
 222,789 

 131,801 
 -   
 -   
 -   

 125,829 
 -   
 44,973 
 222,789 

 20,103 

 373,488 

 131,801 

 393,591 

The entity does not hold any financial assets whose terms have been renegotiated, but which would otherwise
be past due or impaired.  

Collateral held as security 

No collateral is held as security for any of the trade and other receivable balances. 

Balance at the end of the year

Collateral pledged 

No collateral has been pledged for any of the trade and other receivable balances.   

42

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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43

 8. Financial Assets

At fair value through the profit or loss

Financial assets – derivatives

Short term deposits

At Amortised Cost

ASX initial margin on derivatives

9. Other Current Assets

Bond paid

Prepayments

Inventory

10. Plant & Equipment

Plant & equipment at cost

Accumulated depreciation

Motor vehicles at cost

Accumulated depreciation

Plant and Equipment

Balance at the beginning of the year

Additions

Depreciation

Disposals

Additions

Depreciation

Disposals

Balance at the end of the year

Motor Vehicles

Balance at the beginning of the year

Reconciliation

Reconciliations of the carrying amount of each class of plant and

equipment between the beginning and the end of the financial year.

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

$........

 -   

 42,945 

 2,250,000 

 126,027 

 2,376,027 

 66,209 

 183,469 

 211,596 

 461,274 

 527,978 

 (292,403)

 235,575 

 310,412 

 (150,541)

 159,871 

 395,446 

 268,135 

 82,153 

 (108,868)

 (5,845)

 235,575 

 180,520 

 39,401 

 (50,216)

 (9,834)

 159,871 

 -   

 -   

 42,945 

 3,796 

 87,089 

 246,296 

 337,181 

 463,001 

 (194,866)

 268,135 

 297,907 

 (117,387)

 180,520 

 448,655 

 228,635 

 117,840 

 (73,607)

 (4,733)

 268,135 

 93,776 

 123,871 

 (37,127)

 -   

 180,520 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

7. Trade & Other Receivables

Trade receivables

Trade receivables provision

Interest receivables

Site conversion receivables (current)

Site conversion receivables (non-current)

Site conversion receivables provision

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

4,984,841

 (125,830)

3,965

4,862,976

1,628,633

3,968,347

 (267,762)

$........

3,081,217

 (20,104)

3,897

3,065,010

1,554,644

3,965,663

 -   

10,192,194

8,585,317

Current trade receivables are interest bearing and are generally receivable within 14 days.  

Opening 

Net Measure-

Balance  

ment of loss 

Amounts

Closing 

Balance  

1 July 2018

allowance

written off

30 June 2019

 5,426 

 14,677 

 107,812 

 20,103 

Lifetime Expected Credit Loss: Credit Impaired

Current trade receivables

Current interest receivables

Current site conversion receivables

Non-Current site conversion 

receivables

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

 -   

Lifetime Expected Credit Loss: Credit Impaired

Current trade receivables

Current interest receivables

Current site conversion receivables

Non-Current site conversion 

receivables

 20,103 

 105,726 

 131,801 

 125,829 

 -   

 44,973 

 222,789 

 -   

 44,973 

 222,789 

 20,103 

 373,488 

 131,801 

 393,591 

The entity does not hold any financial assets whose terms have been renegotiated, but which would otherwise

be past due or impaired.  

Collateral held as security 

Collateral pledged 

No collateral is held as security for any of the trade and other receivable balances. 

No collateral has been pledged for any of the trade and other receivable balances.   

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 8. Financial Assets
At fair value through the profit or loss
Financial assets – derivatives
Short term deposits
At Amortised Cost
ASX initial margin on derivatives

9. Other Current Assets
Bond paid
Prepayments
Inventory

10. Plant & Equipment
Plant & equipment at cost
Accumulated depreciation

 -   

 -   

 -   

 -   

 -   

 -   

Motor vehicles at cost
Accumulated depreciation

 5,426 

 14,677 

 107,812 

 20,103 

Opening 

Net Measure-

Balance  

ment of loss 

Amounts

Closing 

Balance  

1 July 2019

allowance

written off

30 June 2020

Reconciliation
Reconciliations of the carrying amount of each class of plant and
equipment between the beginning and the end of the financial year.

Plant and Equipment
Balance at the beginning of the year
Additions
Depreciation
Disposals
Balance at the end of the year

Motor Vehicles
Balance at the beginning of the year
Additions
Depreciation
Disposals
Balance at the end of the year

Consolidated
Entity 2020
$........

Consolidated
Entity 2019
$........

 -   
 2,250,000 

 126,027 
 2,376,027 

 66,209 
 183,469 
 211,596 
 461,274 

 527,978 
 (292,403)
 235,575 

 310,412 
 (150,541)
 159,871 
 395,446 

 268,135 
 82,153 
 (108,868)
 (5,845)
 235,575 

 180,520 
 39,401 
 (50,216)
 (9,834)
 159,871 

 42,945 
 -   

 -   
 42,945 

 3,796 
 87,089 
 246,296 
 337,181 

 463,001 
 (194,866)
 268,135 

 297,907 
 (117,387)
 180,520 
 448,655 

 228,635 
 117,840 
 (73,607)
 (4,733)
 268,135 

 93,776 
 123,871 
 (37,127)
 -   
 180,520 

42

Locality Planning Energy Holdings Limited  |  Annual Report 2020

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43

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

 11. Leasehold Improvements
Leasehold improvements at cost
Accumulated depreciation

Reconciliation
Reconciliations of the carrying amount of leasehold improvements 
between the beginning and the end of the financial year.

Leasehold improvements
Balance at the beginning of the year
Additions
Depreciation
Balance at the end of the year

12. Intangibles
Intangibles at cost
Intangibles work in progress
Accumulated amortisation

Reconciliation
Reconciliations of the carrying amount of site conversion costs
between the beginning and the end of the financial year.

Intangibles
Balance at the beginning of the year
Additions
Amortisation
Write off intangibles
Balance at the end of the year

13. Borrowings
Current
Insurance financing
Motor vehicle financing

Non-current
Motor vehicle financing NC
Blackrock funding facility

Consolidated
Entity 2020
$........
 518,357 
 (341,267)
 177,090 

Consolidated
Entity 2019
$........
 507,440 
 (135,069)
 372,371 

 372,371 
 10,917 
 (206,198)
 177,090 

 345,134 
 338,700 
 (205,832)
 478,002 

 407,925 
 25,732 
 (61,286)
 372,371 

 312,357 
 -   
 (150,203)
 162,154 

 162,154 
 455,620 
 (95,427)
 (44,345)
 478,002 

 218,851 
 49,261 
 (76,569)
 (29,389)
 162,154 

 92,862 
 50,503 
 143,365 

 -   
 35,784 
 35,784 

 33,711 
 13,487,986 
 13,521,697 

 55,448 
 5,127,277 
 5,182,725 

The Group has a funding facility of $15 million with Blackrock as at 30 June 2020.
This facility is fully drawn down by $15 million as at 30 June 2020 ($6.1 million as at 30 June 2019).
This is presented above net of borrowing costs.

 14. Issued Capital

(a) Issued and paid up capital

Ordinary shares fully paid no par value

(b) Movement in ordinary shares on issue

Balance at 30 June 2019

Balance at 30 June 2020

Ordinary shares

2020

Number

2019

Number

50,210,736

50,210,736

Number

 50,210,736 

 50,210,736 

$........

 39,064,880 

 39,064,880 

Ordinary shares entitle the holder to paricipate in dividends and the proceeds on the winding up of the company 

in proportion to the number of and amounts paid on the shares held.

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. 

Ordinary shares have no par value and the Company does not have a limited amount of authorised capital.

Share buy-back

There is no current on-market share buy-back.

(c) Share options

At the end end of the period, there were NIL  options over unissued shares.

Capital risk management

The consolidated entity's objectives when managing capital are to safeguard its ability to continue as a going 

concern so that it can provide returns for shareholders and benefits for other stakeholders and to maintain

an optimum capital structure to reduce the cost of capital.

In common with many other newly listed companies, the parent raises finance for the consolidated entity’s 

working capital and asset development activities.

The consolidated entity is not subject to externally imposed capital requirements.  

15. Earnings Per Share

Weighted average number of shares used as the denominator in 

calculating basic and diluted earnings per share

Net loss after tax used in calculating basic earnings per share

Net loss after tax used in calculating diluted earnings per share

Basic/diluted earnings/(loss) per share (dollars per share)

2020

Number

50,210,736

2019

Number

50,210,736

$........

 (7,231,267)

 (7,231,267)

 (0.1440)

$........

 (2,181,690)

 (2,181,690)

 (0.0435)

44

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

45

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 11. Leasehold Improvements

Leasehold improvements at cost

Accumulated depreciation

Reconciliation

Reconciliations of the carrying amount of leasehold improvements 

between the beginning and the end of the financial year.

Reconciliation

Reconciliations of the carrying amount of site conversion costs

between the beginning and the end of the financial year.

Leasehold improvements

Balance at the beginning of the year

Additions

Depreciation

Balance at the end of the year

12. Intangibles

Intangibles at cost

Intangibles work in progress

Accumulated amortisation

Balance at the beginning of the year

Intangibles

Additions

Amortisation

Write off intangibles

Balance at the end of the year

13. Borrowings

Current

Insurance financing

Motor vehicle financing

Non-current

Motor vehicle financing NC

Blackrock funding facility

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

 518,357 

 (341,267)

 177,090 

$........

 507,440 

 (135,069)

 372,371 

 372,371 

 10,917 

 (206,198)

 177,090 

 345,134 

 338,700 

 (205,832)

 478,002 

 407,925 

 25,732 

 (61,286)

 372,371 

 312,357 

 -   

 (150,203)

 162,154 

 162,154 

 455,620 

 (95,427)

 (44,345)

 478,002 

 218,851 

 49,261 

 (76,569)

 (29,389)

 162,154 

 92,862 

 50,503 

 143,365 

 -   

 35,784 

 35,784 

 33,711 

 13,487,986 

 13,521,697 

 55,448 

 5,127,277 

 5,182,725 

The Group has a funding facility of $15 million with Blackrock as at 30 June 2020.

This facility is fully drawn down by $15 million as at 30 June 2020 ($6.1 million as at 30 June 2019).

This is presented above net of borrowing costs.

 14. Issued Capital
(a) Issued and paid up capital
Ordinary shares fully paid no par value

(b) Movement in ordinary shares on issue
Balance at 30 June 2019
Balance at 30 June 2020

2020
Number

2019
Number

50,210,736

50,210,736

Number
 50,210,736 
 50,210,736 

$........
 39,064,880 
 39,064,880 

Ordinary shares
Ordinary shares entitle the holder to paricipate in dividends and the proceeds on the winding up of the company 
in proportion to the number of and amounts paid on the shares held.
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. 
Ordinary shares have no par value and the Company does not have a limited amount of authorised capital.

Share buy-back
There is no current on-market share buy-back.

(c) Share options
At the end end of the period, there were NIL  options over unissued shares.

Capital risk management
The consolidated entity's objectives when managing capital are to safeguard its ability to continue as a going 
concern so that it can provide returns for shareholders and benefits for other stakeholders and to maintain
an optimum capital structure to reduce the cost of capital.
In common with many other newly listed companies, the parent raises finance for the consolidated entity’s 
working capital and asset development activities.
The consolidated entity is not subject to externally imposed capital requirements.  

15. Earnings Per Share

Weighted average number of shares used as the denominator in 
calculating basic and diluted earnings per share

Net loss after tax used in calculating basic earnings per share
Net loss after tax used in calculating diluted earnings per share
Basic/diluted earnings/(loss) per share (dollars per share)

2020

Number
50,210,736

2019

Number
50,210,736

$........
 (7,231,267)
 (7,231,267)
 (0.1440)

$........
 (2,181,690)
 (2,181,690)
 (0.0435)

44

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45

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 16. Controlled Entities
Investment in controlled entities

Locality Planning Energy Pty Ltd
Locality Embedded Networks Pty Ltd
LPE Infrastructure Pty Ltd

Country
of Inc.

Australia
Australia
Australia

Class of
Shares

Ord
Ord
Ord

% of
Ownership
2020

% of
Ownership
2019

100%
100%
0%

100%
100%
100%

LPE Infrastructure Pty Ltd was deregistered on the 13th May 2020.

17. Commitments
Total operating lease payments
Within 1 year
1 to 5 years
Total

Consolidated Entity 2019
$......
 176,445 
 123,457 
 299,902 

The total operating lease payments is no longer applicable as The Group has applied AASB16: Leases
(refer to note 25).
The Group has various lease contracts that have not yet commenced as at 30 June 2020. The future lease 
payments for these non-cancellable lease contracts are $95,816 within one year, $913,784 within five years
and $109,959 thereafter.
The Group has committed to software development to the value of $593,700 of which $149,700 has already 
been paid.

18. Contingent Liabilities and Assets
The Directors are not aware of any contingent liabilities or contingent assets that are likely to have a material 
effect on the results of the Group as disclosed in these financial statements (2019: nil).

19. Related Parties

Key management personnel compensation
Short term employee benefits
Post-employment benefits
Long-term benefits
Termination benefits

Other related party transactions

There were no other related party transactions.

Consolidated
Entity 2020
$........
1,194,003
77,960
 15,960 
 326,229 
1,614,151

Consolidated
Entity 2019
$........
961,894
62,917
 11,160 
 -   
1,035,971

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

 20. Cash Flow Information

Reconciliation of cash flow from operations with profit / (loss) after tax

Profit / (loss) after tax

Non-cash flows:

Depreciation and amortisation

Loss on disposal of assets

Unrealised (gain) / loss on derivatives

Expenditure classified as financing activities

Changes in operating assets and liabilities

Increase in receivables

Decrease / (increase) in other assets

(Decrease) / increase in creditors and payables

Increase in employee entitilements

Net cash used in operating activities

Reconciliation of liabilities arising from financing activities

Borrowings

Cashflows

Non-cash changes

Cash at bank

Cash on deposit

Cash and cash equivalents in the Consolidated Statement of Cash Flows include:

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

$........

 (7,231,267)

 (2,181,690)

 630,409 

 25,159 

 2,254,517 

 628,460 

 248,589 

 29,771 

 (42,945)

 45,568 

 (3,692,722)

 (1,900,707)

 (1,606,878)

 (1,036,094)

 (124,093)

 4,886,208 

 (13,748)

 (551,233)

 288,933 

 990,214 

 89,853 

 (1,567,801)

 5,218,509 

 8,454,901 

 (8,348)

 1,351,077 

 3,824,993 

 42,439 

 13,665,062 

 5,218,509 

 8,251,616 

 -   

 8,251,616 

 2,856,072 

 450,000 

 3,306,072 

46

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

47

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Ownership

Ownership

% of

2020

100%

100%

0%

% of

2019

100%

100%

100%

Consolidated Entity 2019

$......

 176,445 

 123,457 

 299,902 

 16. Controlled Entities

Investment in controlled entities

Locality Planning Energy Pty Ltd

Locality Embedded Networks Pty Ltd

LPE Infrastructure Pty Ltd

Country

of Inc.

Australia

Australia

Australia

Class of

Shares

Ord

Ord

Ord

LPE Infrastructure Pty Ltd was deregistered on the 13th May 2020.

17. Commitments

Total operating lease payments

Within 1 year

1 to 5 years

Total

(refer to note 25).

and $109,959 thereafter.

been paid.

The total operating lease payments is no longer applicable as The Group has applied AASB16: Leases

The Group has various lease contracts that have not yet commenced as at 30 June 2020. The future lease 

payments for these non-cancellable lease contracts are $95,816 within one year, $913,784 within five years

The Group has committed to software development to the value of $593,700 of which $149,700 has already 

 20. Cash Flow Information
Reconciliation of cash flow from operations with profit / (loss) after tax
Profit / (loss) after tax
Non-cash flows:
Depreciation and amortisation
Loss on disposal of assets
Unrealised (gain) / loss on derivatives
Expenditure classified as financing activities

Changes in operating assets and liabilities
Increase in receivables
Decrease / (increase) in other assets
(Decrease) / increase in creditors and payables
Increase in employee entitilements
Net cash used in operating activities

Reconciliation of liabilities arising from financing activities
Borrowings
Cashflows
Non-cash changes

Consolidated
Entity 2020
$........

Consolidated
Entity 2019
$........

 (7,231,267)

 (2,181,690)

 630,409 
 25,159 
 2,254,517 
 628,460 
 (3,692,722)

 (1,606,878)
 (124,093)
 4,886,208 
 (13,748)
 (551,233)

 248,589 
 29,771 
 (42,945)
 45,568 
 (1,900,707)

 (1,036,094)
 288,933 
 990,214 
 89,853 
 (1,567,801)

 5,218,509 
 8,454,901 
 (8,348)
 13,665,062 

 1,351,077 
 3,824,993 
 42,439 
 5,218,509 

18. Contingent Liabilities and Assets

Cash and cash equivalents in the Consolidated Statement of Cash Flows include:
Cash at bank

The Directors are not aware of any contingent liabilities or contingent assets that are likely to have a material 

effect on the results of the Group as disclosed in these financial statements (2019: nil).

Cash on deposit

 8,251,616 
 -   
 8,251,616 

 2,856,072 
 450,000 
 3,306,072 

19. Related Parties

Key management personnel compensation

Short term employee benefits

Post-employment benefits

Long-term benefits

Termination benefits

Other related party transactions

There were no other related party transactions.

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

1,194,003

77,960

 15,960 

 326,229 

1,614,151

$........

961,894

62,917

 11,160 

 -   

1,035,971

46

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Locality Planning Energy Holdings Limited  |  Annual Report 2020

47

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

 21. Financial Instruments

Significant accounting policies

Details of the significant accounting policies and methods adopted, including the criteria for recognition, the basis 
of measurement and the basis on which income and expense are recognised, in respect of each class of financial 
asset, financial liability, and equity instrument are disclosed in Note 3 to the financial statements.

Financial risk management objectives
The financial risks of the Consolidated Entity include price risk, interest rate risk, liquidity risk and credit risk. The 
Consolidated Entity does not enter into or trade financial instruments, including derivative financial instruments, 
for speculative purposes.

Price risk

Price risk is the risk of changes to market prices in the supply of electricity. This risk applies to both the price 
at which the Company sells electricity to its customers and the price it pays for that electricity. The Company 
manages this risk by signing up customers and suppliers to long-term contracts where possible. Where
long-term bilateral contracts are not possible, the Company minimises its exposure to the spot market by using 
derivative products. The minimum hedge limit (MHL) provides a floor for the coverage of derivatives and purchase 
contracts over the Company's annualised customer load.

Interest rate risk
Interest rate risks are caused by fluctuations in interest rates which, in turn, are due to market forces.
The Consolidated Entity’s main interest rate risk arises from cash and cash equivalents held to maturity 
investments, and Borrowings. The following table demonstrates the sensitivity to a reasonably possible change 
in interest rates, with all other variables held constant, of the Consolidated Entity’s profit or loss before taxes 
through the impact on cash and cash equivalents, and borrowings with a decrease or an increase of 0.25%
in interest rates.
It is the policy of the Consolidated Entity to manage their risks by continuously monitoring interest rates.   

Cash and cash equivalents and other financial assets
Borrowings

Sensitivity
Effect on profit or loss before taxes
Increase 0.25%
Decrease 0.25%

Consolidated
Entity 2020
$........

Consolidated
Entity 2019
$........

 8,251,616 
 (13,665,062)
 (5,413,447)

 3,306,072 
 (5,218,509)
 (1,912,437)

 (13,534)
 13,534 

 (4,781)
 4,781 

 21. Financial Instruments (Continued)

Liquidity risk management

Liquidity risks are caused by the inability to raise the money needed to meet payment of liabilities as and when 

they fall due. The Consolidated Entity manages liquidity risk by maintaining of reserves and by continually 

monitoring forecast and actual cash flows and cash balances.  

At 30 June 2020 current assets exceed current liabilities by $5,651,659 (2019: current assets exceeded

current liabilities by $4,709,539). Financial liabilities comprised trade payables, accruals and other payables.

All trade payables and accruals have a contractual maturity of 6 months or less.

Credit risk management

In relation to financial assets, credit risk arises from the potential failure of counterparties to meet their obligations 

under a contract or arrangements. Credit risk for the Consolidated Entity arises from cash and cash equivalents 

and outstanding receivables. The Consolidated Entity partially reduces credit risk by the use of direct debit 

facilities with its customers.  In addition, the Company has the right to withhold the supply of electricity to secure 

payment. All cash & cash equivalents are held with Australian regulated banks. The maximum exposure to credit 

risk is the carrying amount of the financial assets recognised in the Consolidated Statement of Financial Position.

Fair values

their fair value.

The carrying amounts of all financial assets and liabilities primarily comprising cash and cash equivalents,

trade and other receivables, trade and other payables, employee entitlements, derivatives and loans approximate 

22. Auditors Remuneration

Amounts paid/payable for audit or review of the financial statements

Amounts paid/payable for tax and other services

Consolidated

Consolidated

Entity 2020

Entity 2019

$......

104,975

4,315

109,290

$......

90,000

4,556

94,556

23. Subsequent Events

The company raised an additional $3 million capital via the issue of 12,000,000 fully paid ordinary shares in 

August 2020. There are no other matters or circumstances that have arisen since the end of the year which 

significantly affected or could significantly affect the operations of the Consolidated Entity, the result of those 

operations or the state of affairs of the Consolidated Entity in future financial years.

48

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49

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 21. Financial Instruments

Significant accounting policies

Details of the significant accounting policies and methods adopted, including the criteria for recognition, the basis 

of measurement and the basis on which income and expense are recognised, in respect of each class of financial 

asset, financial liability, and equity instrument are disclosed in Note 3 to the financial statements.

Financial risk management objectives

The financial risks of the Consolidated Entity include price risk, interest rate risk, liquidity risk and credit risk. The 

Consolidated Entity does not enter into or trade financial instruments, including derivative financial instruments, 

for speculative purposes.

Price risk

Price risk is the risk of changes to market prices in the supply of electricity. This risk applies to both the price 

at which the Company sells electricity to its customers and the price it pays for that electricity. The Company 

manages this risk by signing up customers and suppliers to long-term contracts where possible. Where

long-term bilateral contracts are not possible, the Company minimises its exposure to the spot market by using 

derivative products. The minimum hedge limit (MHL) provides a floor for the coverage of derivatives and purchase 

contracts over the Company's annualised customer load.

Interest rate risk

Interest rate risks are caused by fluctuations in interest rates which, in turn, are due to market forces.

The Consolidated Entity’s main interest rate risk arises from cash and cash equivalents held to maturity 

investments, and Borrowings. The following table demonstrates the sensitivity to a reasonably possible change 

in interest rates, with all other variables held constant, of the Consolidated Entity’s profit or loss before taxes 

through the impact on cash and cash equivalents, and borrowings with a decrease or an increase of 0.25%

in interest rates.

It is the policy of the Consolidated Entity to manage their risks by continuously monitoring interest rates.   

Cash and cash equivalents and other financial assets

Borrowings

Sensitivity

Increase 0.25%

Decrease 0.25%

Effect on profit or loss before taxes

Consolidated

Consolidated

Entity 2020

Entity 2019

$........

$........

 8,251,616 

 3,306,072 

 (13,665,062)

 (5,413,447)

 (5,218,509)

 (1,912,437)

 (13,534)

 13,534 

 (4,781)

 4,781 

 21. Financial Instruments (Continued)

Liquidity risk management
Liquidity risks are caused by the inability to raise the money needed to meet payment of liabilities as and when 
they fall due. The Consolidated Entity manages liquidity risk by maintaining of reserves and by continually 
monitoring forecast and actual cash flows and cash balances.  
At 30 June 2020 current assets exceed current liabilities by $5,651,659 (2019: current assets exceeded
current liabilities by $4,709,539). Financial liabilities comprised trade payables, accruals and other payables.
All trade payables and accruals have a contractual maturity of 6 months or less.

Credit risk management
In relation to financial assets, credit risk arises from the potential failure of counterparties to meet their obligations 
under a contract or arrangements. Credit risk for the Consolidated Entity arises from cash and cash equivalents 
and outstanding receivables. The Consolidated Entity partially reduces credit risk by the use of direct debit 
facilities with its customers.  In addition, the Company has the right to withhold the supply of electricity to secure 
payment. All cash & cash equivalents are held with Australian regulated banks. The maximum exposure to credit 
risk is the carrying amount of the financial assets recognised in the Consolidated Statement of Financial Position.

Fair values
The carrying amounts of all financial assets and liabilities primarily comprising cash and cash equivalents,
trade and other receivables, trade and other payables, employee entitlements, derivatives and loans approximate 
their fair value.

22. Auditors Remuneration
Amounts paid/payable for audit or review of the financial statements
Amounts paid/payable for tax and other services

Consolidated
Entity 2020
$......

Consolidated
Entity 2019
$......

104,975

4,315
109,290

90,000

4,556
94,556

23. Subsequent Events
The company raised an additional $3 million capital via the issue of 12,000,000 fully paid ordinary shares in 
August 2020. There are no other matters or circumstances that have arisen since the end of the year which 
significantly affected or could significantly affect the operations of the Consolidated Entity, the result of those 
operations or the state of affairs of the Consolidated Entity in future financial years.

48

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49

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

 24. Parent Entity Disclosures
The following information has been extracted from the books and records of the legal parent entity
Locality Planning Energy Holdings Limited.

2020
$...

2019
$...

Results of parent entity
Profit/(loss) for the year
Other comprehensive income/(loss) for the year
Total comprehensive income/(loss) before tax
Income tax benefit
Total comprehensive income before tax

Financial position of parent entity at year end
Current Assets
Total Assets

Current Liabilities
Non Current Liabilities
Total Liabilities

Net Assets

Total equity of the parent entity comprising:
Issued capital
Accumulated losses
Total Equity

 (2,456,468)
 -   
 (2,456,468)
 -   
 (2,456,468)

 (1,270,399)
 -   
 (1,270,399)
 -   
 (1,270,399)

 21,578,433 
 21,578,433 

 14,884,735 
 14,884,735 

 930,811 
 13,487,986 
 14,418,797 

 141,354 
 5,127,277 
 5,268,631 

 7,159,636 

 9,616,104 

 39,064,880 
 (31,905,244)
 7,159,636 

 39,064,880 
 (29,448,776)
 9,616,104 

 25. New and amended Accounting Policies adopted by the group

(a) Initial application of AASB 16

The Group applied AASB 16 Leases for the first time during the year.

The Group has adopted AASB 16 Leases retrospectively with the cumulative effect of initially applying AASB 16 

recognised at 1 July 2019.  In accordance with AASB 16, the comparatives for the 2019 reporting period have 

not been restated.

The Group has recognised a lease liability and right-of-use asset for all leases (with the exception for short term 

and low value leases) recognised as operating leases under AASB 117 Leases where the Group is the lessee.

There has been no significant change from prior year treatment for leases where the Group is a lessor.

The lease liabilities are measured at the present value of the remaining lease payments. The Group’s incremental 

borrowing rate as at 1 July 2019 was used to discount the lease payments."

The right of use assets for the leases were measured and recognised in the statement of financial position as 

at 1 July 2019 by taking into consideration the lease liability, prepaid and accrued lease payments previously 

recognised as at 1 July 2019 (that are related to the lease).

The following practical expedients have been used by the Group in applying AASB 16 for the first time

   –   for a portfolio of leases that have reasonably similar characteristics, a single discount rate has been applied.

   –   leases that have remaining lease term of less than 12 months as at 1 July 2019 have been accounted for

        in the same was as short-term leases

   –   The use of hindsight to determine lease terms on contracts that have options to extend or terminate

   –   applying AASB 16 to leases previously identified as leases under AASB 117: Leases and Interpretation 4:

        Determining whether an arrangement contains a lease without reassessing whether they are, or contain,

        a lease at the date of initial application

   –   not applying AASB 16 to leases previously not identified as containing a lease under AASB 117 and

        Interpretation 4. 

The following summary indicates the reclassification of Property Plant and Equipment to Right 

Contingent liabilities
As at 30 June 2020, Locality Planning Energy Holdings Limited is not aware of any contingent liabilities.

Contractual commitments
At 30 June 2020, contractual commitments entered into by Locality Planning Energy Holdings Limited
is $Nil (2019: $Nil).

Guarantees
Locality Planning Energy Holdings Limited has not entered into any guarantees, in the current or previous
financial years, in relation to debts of its subsidiaries.

of Use asset on 1 July 2019 due to implementation of AASB 16:

Operating lease commitment at 30 June 2019

Discounted using the incremental borrowing rate at 1 July 2019

Add:

Less:

Extension options reasonably certain to be exercised

Short term leases included in the commitment note

Leases or low value assets included in the commitment note

Lease liabilities recognised at 1 July 2019

$......

 299,902 

 271,872 

 -   

 -   

 (24,840)

 247,032 

The difference of $24,840 between the lease liability $247,032 as at 1 July 2019 and the discounted operating 

lease commitments as at 30 June 2019 ($271,872) comprises of short term leases of $24,840 which is 

expensed on a straight line basis.

The Group’s weighted average incremental borrowing rate on 1 July 2019 applied to the lease liabilities was 15%. 

The difference between the undiscounted amount of operating lease commitments at 30 June 2019 of $299,902 

and the discounted operating lease commitments as at 1 July 2019 of $271,872 were $28,030 which is due to 

discounting the operating lease commitments at the Group’s incremental borrowing rate.

50

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51

Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 24. Parent Entity Disclosures

The following information has been extracted from the books and records of the legal parent entity

Locality Planning Energy Holdings Limited.

2020

$...

2019

$...

Total comprehensive income before tax

 (2,456,468)

 (1,270,399)

 (2,456,468)

 (1,270,399)

 (2,456,468)

 (1,270,399)

 -   

 -   

 -   

 -   

 21,578,433 

 21,578,433 

 14,884,735 

 14,884,735 

 930,811 

 13,487,986 

 14,418,797 

 141,354 

 5,127,277 

 5,268,631 

 7,159,636 

 9,616,104 

 39,064,880 

 39,064,880 

 (31,905,244)

 (29,448,776)

 7,159,636 

 9,616,104 

Results of parent entity

Profit/(loss) for the year

Other comprehensive income/(loss) for the year

Total comprehensive income/(loss) before tax

Income tax benefit

Financial position of parent entity at year end

Total equity of the parent entity comprising:

Current Assets

Total Assets

Current Liabilities

Non Current Liabilities

Total Liabilities

Net Assets

Issued capital

Accumulated losses

Total Equity

Contingent liabilities

Contractual commitments

is $Nil (2019: $Nil).

Guarantees

As at 30 June 2020, Locality Planning Energy Holdings Limited is not aware of any contingent liabilities.

At 30 June 2020, contractual commitments entered into by Locality Planning Energy Holdings Limited

Locality Planning Energy Holdings Limited has not entered into any guarantees, in the current or previous

financial years, in relation to debts of its subsidiaries.

 25. New and amended Accounting Policies adopted by the group

(a) Initial application of AASB 16

The Group applied AASB 16 Leases for the first time during the year.

The Group has adopted AASB 16 Leases retrospectively with the cumulative effect of initially applying AASB 16 
recognised at 1 July 2019.  In accordance with AASB 16, the comparatives for the 2019 reporting period have 
not been restated.

The Group has recognised a lease liability and right-of-use asset for all leases (with the exception for short term 
and low value leases) recognised as operating leases under AASB 117 Leases where the Group is the lessee.

There has been no significant change from prior year treatment for leases where the Group is a lessor.

The lease liabilities are measured at the present value of the remaining lease payments. The Group’s incremental 
borrowing rate as at 1 July 2019 was used to discount the lease payments."

The right of use assets for the leases were measured and recognised in the statement of financial position as 
at 1 July 2019 by taking into consideration the lease liability, prepaid and accrued lease payments previously 
recognised as at 1 July 2019 (that are related to the lease).

The following practical expedients have been used by the Group in applying AASB 16 for the first time
   –   for a portfolio of leases that have reasonably similar characteristics, a single discount rate has been applied.
   –   leases that have remaining lease term of less than 12 months as at 1 July 2019 have been accounted for
        in the same was as short-term leases
   –   The use of hindsight to determine lease terms on contracts that have options to extend or terminate
   –   applying AASB 16 to leases previously identified as leases under AASB 117: Leases and Interpretation 4:
        Determining whether an arrangement contains a lease without reassessing whether they are, or contain,
        a lease at the date of initial application
   –   not applying AASB 16 to leases previously not identified as containing a lease under AASB 117 and
        Interpretation 4. 

The following summary indicates the reclassification of Property Plant and Equipment to Right 
of Use asset on 1 July 2019 due to implementation of AASB 16:

Operating lease commitment at 30 June 2019
Discounted using the incremental borrowing rate at 1 July 2019

Add:
Extension options reasonably certain to be exercised
Less:
Short term leases included in the commitment note
Leases or low value assets included in the commitment note
Lease liabilities recognised at 1 July 2019

$......
 299,902 
 271,872 

 -   

 (24,840)
 -   
 247,032 

The difference of $24,840 between the lease liability $247,032 as at 1 July 2019 and the discounted operating 
lease commitments as at 30 June 2019 ($271,872) comprises of short term leases of $24,840 which is 
expensed on a straight line basis.

The Group’s weighted average incremental borrowing rate on 1 July 2019 applied to the lease liabilities was 15%. 
The difference between the undiscounted amount of operating lease commitments at 30 June 2019 of $299,902 
and the discounted operating lease commitments as at 1 July 2019 of $271,872 were $28,030 which is due to 
discounting the operating lease commitments at the Group’s incremental borrowing rate.

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51

Locality Planning Energy Holdings Limited – ABN 90 147 867 301
Notes to the financial statements for the year ended
30 June 2020

 26. Fair Value Measurements

The Group measures and recognises the following assets and liabilities at fair value on a recurring basis after 
initial recognition:
   –   derivative financial instruments;
   –   financial assets held for trading;
   –   financial assets at fair value through other comprehensive income;

The Group does not subsequently measure any liabilities at fair value on a non-recurring basis.

The attached financial statements and notes are in accordance with the Corporations Act 2001, 

(a) Fair Value Hierarchy

AASB 13: Fair Value Measurement requires the disclosure of fair value information by level of the fair value 
hierarchy, which categorises fair value measurements into one of three possible levels based on the lowest level 
that an input that is significant to the measurement can be categorised into as follows:

Level 1: Measurements based on quoted prices (unadjusted) in active markets for identical assets or liabilities 
that the entity can access at the measurement date.

Level 2: Measurements based on inputs other than quoted prices included in Level 1 that are observable for the 
asset or liability, either directly or indirectly.

Level 3: Measurements based on unobservable inputs for the asset or liability.

The fair values of assets and liabilities that are not traded in an active market are determined using one or more 
valuation techniques. These valuation techniques maximise, to the extent possible, the use of observable market 
data. If all significant inputs required to measure fair value are observable, the asset or liability is included in Level 
2. If one or more significant inputs are not based on observable market data, the asset or liability is included in 
Level 3.

The Group selects a valuation technique that is appropriate in the circumstances and for which sufficient data is 
available to measure fair value. The availability of sufficient and relevant data primarily depends on the specific 
characteristics of the asset or liability being measured. The valuation techniques selected by the Group are 
consistent with one or more of the following valuation approaches:
   –   Market approach uses prices and other relevant information generated by market transactions for
        identical or similar assets or liabilities.
   –   Income approach converts estimated future cash flows or income and expenses into a single discounted
        present value.
   –   Cost approach reflects the current replacement cost of an asset at its current service capacity.

Each valuation technique requires inputs that reflect the assumptions that buyers and sellers would use when 
pricing the asset or liability, including assumptions about risks. When selecting a valuation technique, the 
Group gives priority to those techniques that maximise the use of observable inputs and minimise the use of 
unobservable inputs. Inputs that are developed using market data (such as publicly available information on 
actual transactions) and reflect the assumptions that buyers and sellers would generally use when pricing the 
asset or liability are considered observable, whereas inputs for which market data is not available and therefore 
are developed using the best information available about such assumptions are considered unobservable.

The Group uses an internally derived forward curve to calculate the fair value of its financial derivatives, using 
an income approach. This model uses observable futures prices from ASX Energy and distributes these prices 
across half hour intervals using internally derived ratios. The fair value of the Groups's derivative financial 
instruments is $2,376,027 as at 30 June 2020 (2019: $42,945). Given the significance of the internally-derived 
ratios to the valuation, the Group has assessed this as Level 3.

Directors’

Declaration

The Directors of the Company declare that: 

including: 

(a)  complying with Australian Accounting Standards (including Australian Accounting Interpretations) 

and the Corporations Regulations 2001; and

(b)  giving a true and fair view of the financial position as at 30 June 2020 and performance for the 

year ended on that date of the consolidated entity.

The financial statements also comply with International Financial Reporting Standards as disclosed

in note 2.

Corporations Act 2001.

The Remuneration Report as set out in the Directors’ Report complies with Section 300A of The 

The Chief Executive Officer and Chief Financial Officer have declared that:

(a) 

the financial records of the company for the financial year have been properly maintained

in accordance with Section 286 of the Corporations Act 2001;

(b) 

the financial statements and notes for the financial year comply with the Australian Accounting 

Standards (including Australian Accounting Interpretations); and

(c) 

the financial statements and notes for the financial year give a true and fair view.

In the Directors’ opinion there are reasonable grounds to believe that the Company will be able to pay 

its debts as and when they become due and payable.

This declaration is made in accordance with a resolution of the Board of Directors.

Justin Pettett

Chairman 

Dated: 31 August 2020   

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53

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited – ABN 90 147 867 301

Notes to the financial statements for the year ended

30 June 2020

 26. Fair Value Measurements

The Group measures and recognises the following assets and liabilities at fair value on a recurring basis after 

initial recognition:

   –   derivative financial instruments;

   –   financial assets held for trading;

(a) Fair Value Hierarchy

   –   financial assets at fair value through other comprehensive income;

The Group does not subsequently measure any liabilities at fair value on a non-recurring basis.

AASB 13: Fair Value Measurement requires the disclosure of fair value information by level of the fair value 

hierarchy, which categorises fair value measurements into one of three possible levels based on the lowest level 

that an input that is significant to the measurement can be categorised into as follows:

Level 1: Measurements based on quoted prices (unadjusted) in active markets for identical assets or liabilities 

that the entity can access at the measurement date.

Level 2: Measurements based on inputs other than quoted prices included in Level 1 that are observable for the 

asset or liability, either directly or indirectly.

Level 3: Measurements based on unobservable inputs for the asset or liability.

The fair values of assets and liabilities that are not traded in an active market are determined using one or more 

valuation techniques. These valuation techniques maximise, to the extent possible, the use of observable market 

data. If all significant inputs required to measure fair value are observable, the asset or liability is included in Level 

2. If one or more significant inputs are not based on observable market data, the asset or liability is included in 

Level 3.

The Group selects a valuation technique that is appropriate in the circumstances and for which sufficient data is 

available to measure fair value. The availability of sufficient and relevant data primarily depends on the specific 

characteristics of the asset or liability being measured. The valuation techniques selected by the Group are 

consistent with one or more of the following valuation approaches:

   –   Market approach uses prices and other relevant information generated by market transactions for

        identical or similar assets or liabilities.

        present value.

   –   Income approach converts estimated future cash flows or income and expenses into a single discounted

   –   Cost approach reflects the current replacement cost of an asset at its current service capacity.

Each valuation technique requires inputs that reflect the assumptions that buyers and sellers would use when 

pricing the asset or liability, including assumptions about risks. When selecting a valuation technique, the 

Group gives priority to those techniques that maximise the use of observable inputs and minimise the use of 

unobservable inputs. Inputs that are developed using market data (such as publicly available information on 

actual transactions) and reflect the assumptions that buyers and sellers would generally use when pricing the 

asset or liability are considered observable, whereas inputs for which market data is not available and therefore 

are developed using the best information available about such assumptions are considered unobservable.

The Group uses an internally derived forward curve to calculate the fair value of its financial derivatives, using 

an income approach. This model uses observable futures prices from ASX Energy and distributes these prices 

across half hour intervals using internally derived ratios. The fair value of the Groups's derivative financial 

instruments is $2,376,027 as at 30 June 2020 (2019: $42,945). Given the significance of the internally-derived 

ratios to the valuation, the Group has assessed this as Level 3.

Directors’
Declaration

The Directors of the Company declare that: 

The attached financial statements and notes are in accordance with the Corporations Act 2001, 
including: 

(a)  complying with Australian Accounting Standards (including Australian Accounting Interpretations) 

and the Corporations Regulations 2001; and

(b)  giving a true and fair view of the financial position as at 30 June 2020 and performance for the 

year ended on that date of the consolidated entity.

The financial statements also comply with International Financial Reporting Standards as disclosed
in note 2.

The Remuneration Report as set out in the Directors’ Report complies with Section 300A of The 
Corporations Act 2001.

The Chief Executive Officer and Chief Financial Officer have declared that:

(a) 

(b) 

the financial records of the company for the financial year have been properly maintained
in accordance with Section 286 of the Corporations Act 2001;

the financial statements and notes for the financial year comply with the Australian Accounting 
Standards (including Australian Accounting Interpretations); and

(c) 

the financial statements and notes for the financial year give a true and fair view.

In the Directors’ opinion there are reasonable grounds to believe that the Company will be able to pay 
its debts as and when they become due and payable.

This declaration is made in accordance with a resolution of the Board of Directors.

Justin Pettett

Chairman 

Dated: 31 August 2020   

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53

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
LOCALITY  PLANNING  ENERGY  HOLDINGS  LIMITED

AUDITOR’S  INDEPENDENCE  DECLARATION

UNDER  SECTION  307C  OF  THE CORPORATIONS  ACT  2001

TO  THE  DIRECTORS  OF  LOCALITY  PLANNING  ENERGY  HOLDINGS  LIMITED

I declare that, to the best  of my knowledge and  belief,  during the year ended 30 June  2020 there have been:

i. 

no  contraventions  of  the  auditor  independence  requirements  as  set  out  in  the Corporations  Act  2001 in

Corporations Act 2001, including:

relation  to the  audit;  and

ii.  no contraventions of any  applicable code of  professional conduct  in relation to the audit.

Bentleys  Brisbane  (Audit)  Pty  Ltd
Chartered  Accountants

Ashley  Carle
Director
Brisbane
31  August  2020

INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Report on the Audit of the Financial Report

Opinion

We have audited the financial report of Locality Planning Energy Holdings Limited (the Company”)

and  its  controlled  entities  (the  “Group”),  which  comprises  the  consolidated  statement  of  financial

position as at 30 June 2020 and the consolidated statement of profit or loss and other comprehensive

income, consolidated statement of changes in equity and consolidated statement of cash flows for

the year then ended, notes to the financial statements comprising a summary of significant accounting

policies and other explanatory information, and the director’s declaration.

In our opinion the accompanying consolidated financial report of the Group is in accordance with the

(i) 

giving a true and fair view of the Group’s financial position as at 30 June 2020 and of its

performance for the year then ended; and

(ii) 

complying  with  Australian  Accounting  Standards  and  the Corporations  Regulations

2001.

Basis for Opinion

We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under

those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial

Report section  of  our  report.  We  are  independent  of  the  Group  in  accordance  with  the  auditor

independence  requirements  of  the Corporations  Act  2001 and  the  ethical  requirements  of  the

Australian  Professional  and  Ethical  Standards  Board’s  APES  110 Code  of  Ethics  for  Professional

Accountants (the Code) that are relevant to our audit of the financial report in Australia. We have also

fulfilled our other ethical responsibilities in accordance with the Code.

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

for our opinion.

Material Uncertainty Related to Going Concern

Without modifying our opinion, we draw attention to Note 2(D) in the financial report, which indicates

that the Group incurred a net loss of $7,231,267 and a net cash outflow from operating activities of

$551,233 during the year ended 30 June 2020, and had a net asset deficiency as at 30 June 2020 of

$2,799,787. These conditions indicate the existence of a material uncertainty that may cast significant

doubt on the Group’s ability to continue as a going concern. Our opinion is not modified in respect of

this matter.

Key Audit Matters

Key audit matters are those matters that, in our professional judgement, were of most significance in

our audit of the financial report of the current period. These matters were addressed in the context of

our audit of the financial report as a whole, and in forming our opinion thereon, and we do not provide

a separate opinion on these matters.

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55

LOCALITY  PLANNING  ENERGY  HOLDINGS  LIMITED

AUDITOR’S  INDEPENDENCE  DECLARATION

UNDER  SECTION  307C  OF  THE CORPORATIONS  ACT  2001

TO  THE  DIRECTORS  OF  LOCALITY  PLANNING  ENERGY  HOLDINGS  LIMITED

I declare that, to the best  of my knowledge and  belief,  during the year ended 30 June  2020 there have been:

i. 

no  contraventions  of  the  auditor  independence  requirements  as  set  out  in  the Corporations  Act  2001 in

relation  to the  audit;  and

ii.  no contraventions of any  applicable code of  professional conduct  in relation to the audit.

Bentleys  Brisbane  (Audit)  Pty  Ltd

Chartered  Accountants

Ashley  Carle

Director

Brisbane

31  August  2020

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Report on the Audit of the Financial Report

Opinion
We have audited the financial report of Locality Planning Energy Holdings Limited (the Company”)
and  its  controlled  entities  (the  “Group”),  which  comprises  the  consolidated  statement  of  financial
position as at 30 June 2020 and the consolidated statement of profit or loss and other comprehensive
income, consolidated statement of changes in equity and consolidated statement of cash flows for
the year then ended, notes to the financial statements comprising a summary of significant accounting
policies and other explanatory information, and the director’s declaration.

In our opinion the accompanying consolidated financial report of the Group is in accordance with the
Corporations Act 2001, including:

(i) 

(ii) 

giving a true and fair view of the Group’s financial position as at 30 June 2020 and of its
performance for the year then ended; and

complying  with  Australian  Accounting  Standards  and  the Corporations  Regulations
2001.

Basis for Opinion
We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under
those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial
Report section  of  our  report.  We  are  independent  of  the  Group  in  accordance  with  the  auditor
independence  requirements  of  the Corporations  Act  2001 and  the  ethical  requirements  of  the
Australian  Professional  and  Ethical  Standards  Board’s  APES  110 Code  of  Ethics  for  Professional
Accountants (the Code) that are relevant to our audit of the financial report in Australia. We have also
fulfilled our other ethical responsibilities in accordance with the Code.

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

Material Uncertainty Related to Going Concern

Without modifying our opinion, we draw attention to Note 2(D) in the financial report, which indicates
that the Group incurred a net loss of $7,231,267 and a net cash outflow from operating activities of
$551,233 during the year ended 30 June 2020, and had a net asset deficiency as at 30 June 2020 of
$2,799,787. These conditions indicate the existence of a material uncertainty that may cast significant
doubt on the Group’s ability to continue as a going concern. Our opinion is not modified in respect of
this matter.

Key Audit Matters

Key audit matters are those matters that, in our professional judgement, were of most significance in
our audit of the financial report of the current period. These matters were addressed in the context of
our audit of the financial report as a whole, and in forming our opinion thereon, and we do not provide
a separate opinion on these matters.

54

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55

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Key Audit Matter

How our audit addressed the key audit matter

Key Audit Matter

How our audit addressed the key audit matter

1.  Going Concern

We focused on this area as a key audit matter due
to:

Our procedures included, amongst others:







History of losses after income tax.

History  of  cashflow  deficits 
activities.

from  operating

Net asset deficiency at 30 June 2020.







Obtaining cashflow forecasts for the Group.

Reviewing  the  assumptions  in  the  forecasts  for
our
reasonableness 
knowledge of the business.

consistency  with 

and 

Confirming the receipt of additional capital received
after year-end to bank statements.

Given  the  long-term  nature  of  these  receivables,

subject to a higher risk of impairment.

2. Recognition  and  Recording Revenue

We focused on this area as a key audit matter due
to:

Our procedures included, amongst others:









The  strong  growth  in  sales  in  recent  years
resulting  in  the  need  for  substantially  increased
human  and  information  technology  capabilities
and resources to ensure accurate recording.

The  estimation  and  complexity 
in
determining the amount and timing of accrued but
unbilled  revenue.

required 

The  estimation 
the
financing  component  of  the  embedded  network
revenue.

in  determining 

involved 

The complexity of the new billing system used by
the  organization.













Testing  key  controls  within  the  sales  and  accounts
receivable  process  to  ensure  completeness  and
accuracy of sales invoices recorded in the ledger.

procedures 

Analytical 
unusual
transactions  or  trends  in  sales  data  that  may  be
indicative of material misstatement.

identify 

to 

Cut-off procedures to ensure that only sales related
to  the  2019-2020  financial  year  are  recorded  in
these financial statements.

Detailed  recalculation  of  accrued  and  unbilled
revenue.

Reviewing  the  reasonableness  of  the  financing
component  allocated  by  management 
the
embedded network revenue.

to 

4. Valuation of Financial Derivatives

We focused on this area as a key audit matter due

Our procedures included, amongst others:

The  estimation  and  complexity 

required 

to

Confirming 

the  contracts 

in  place  with 

the

determine the fair value of the derivatives.

counterparty  to  ensure  that  all  derivatives  were

included  in  the  model  used  to  calculate  the  fair

Challenging  managements’  assumptions  and
estimates  in  relation  to  key  inputs  used  in  the
calculation  of  unbilled 
revenue  accruals  and
collectability  of  sales.  These  estimates  are
summarised 
financial
statements.

in  Note  2(C) 

the 

to 

to:





to:



3.  Existence and Valuation of Site Conversion Receivables

We focused on this area as a key audit matter due

Our procedures included, amongst others:

The 

site 

conversion 

receivables 

balance

customers  during  the  2019-2020  financial  year  to

contributing  towards  a  significant  portion  of  total

ensure 

the  site  conversion  receivable  balance

assets as at 30 June 2020.

recognised  is  appropriately  valued  and  free  from

Testing  contracts  of  new  embedded  network













material  misstatement.

Testing  costs  incurred  to  complete  site  conversion

works  on  new  embedded  network  customer

premises,  to  ensure  contracted  receivables  are  not

overstated  or  deemed  uncollectable  from  date  of

recognition.

Confirming  new  embedded  network  customer

accounts  during  2019-2020  are  live  and  receiving

energy during the period, to ensure existence of the

new  customers,  existence  of  the  site  conversion

works completed, and consequently existence of the

site  conversion  receivables  recognised  in  2019-

2020.

Reviewing 

pre-existing 

embedded 

network

customer  accounts 

to  ensure 

the  customers

continue  to remain  live,  and  that the  corresponding

site  conversion 

receivable  continues 

to  be

collectable.

value.

accuracy.

Testing  the  formulae  included  in  the  model  for

 Where  inputs 

into 

the  fair  value  model  were

observable, agreed to supporting documentation.

 Where  inputs  into  the  fair  value  model  were  not

readily observable, reviewing the reasonableness of

the  assumptions.

56

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57

to:

to:















1.  Going Concern

We focused on this area as a key audit matter due

Our procedures included, amongst others:

History of losses after income tax.

History  of  cashflow  deficits 

from  operating

reasonableness 

and 

consistency  with 

our

activities.

knowledge of the business.

Reviewing  the  assumptions  in  the  forecasts  for

Obtaining cashflow forecasts for the Group.

Net asset deficiency at 30 June 2020.

Confirming the receipt of additional capital received

after year-end to bank statements.

2. Recognition  and  Recording Revenue

We focused on this area as a key audit matter due

Our procedures included, amongst others:

The  strong  growth  in  sales  in  recent  years

receivable  process  to  ensure  completeness  and

resulting  in  the  need  for  substantially  increased

accuracy of sales invoices recorded in the ledger.

Testing  key  controls  within  the  sales  and  accounts

human  and  information  technology  capabilities

and resources to ensure accurate recording.

The  estimation  and  complexity 

required 

in

determining the amount and timing of accrued but

unbilled  revenue.

The  estimation 

involved 

in  determining 

the

financing  component  of  the  embedded  network

revenue.

The complexity of the new billing system used by

the  organization.

Analytical 

procedures 

to 

identify 

unusual

transactions  or  trends  in  sales  data  that  may  be

indicative of material misstatement.

Cut-off procedures to ensure that only sales related

to  the  2019-2020  financial  year  are  recorded  in

these financial statements.

Detailed  recalculation  of  accrued  and  unbilled

revenue.

Reviewing  the  reasonableness  of  the  financing

component  allocated  by  management 

to 

the

embedded network revenue.

Challenging  managements’  assumptions  and

estimates  in  relation  to  key  inputs  used  in  the

calculation  of  unbilled 

revenue  accruals  and

collectability  of  sales.  These  estimates  are

summarised 

in  Note  2(C) 

to 

the 

financial

statements.



















INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Key Audit Matter

How our audit addressed the key audit matter

Key Audit Matter

How our audit addressed the key audit matter

3.  Existence and Valuation of Site Conversion Receivables

We focused on this area as a key audit matter due
to:

Our procedures included, amongst others:





site 

conversion 

The 
balance
contributing  towards  a  significant  portion  of  total
assets as at 30 June 2020.

receivables 

Given  the  long-term  nature  of  these  receivables,
subject to a higher risk of impairment.









Testing  contracts  of  new  embedded  network
customers  during  the  2019-2020  financial  year  to
ensure 
the  site  conversion  receivable  balance
recognised  is  appropriately  valued  and  free  from
material  misstatement.

Testing  costs  incurred  to  complete  site  conversion
works  on  new  embedded  network  customer
premises,  to  ensure  contracted  receivables  are  not
overstated  or  deemed  uncollectable  from  date  of
recognition.

Confirming  new  embedded  network  customer
accounts  during  2019-2020  are  live  and  receiving
energy during the period, to ensure existence of the
new  customers,  existence  of  the  site  conversion
works completed, and consequently existence of the
site  conversion  receivables  recognised  in  2019-
2020.

embedded 

pre-existing 

network
Reviewing 
customer  accounts 
the  customers
continue  to remain  live,  and  that the  corresponding
to  be
site  conversion 
collectable.

receivable  continues 

to  ensure 

4. Valuation of Financial Derivatives

We focused on this area as a key audit matter due
to:

Our procedures included, amongst others:



The  estimation  and  complexity 
determine the fair value of the derivatives.

required 

to



the  contracts 

Confirming 
the
counterparty  to  ensure  that  all  derivatives  were
included  in  the  model  used  to  calculate  the  fair
value.

in  place  with 



Testing  the  formulae  included  in  the  model  for
accuracy.

 Where  inputs 

into 

the  fair  value  model  were

observable, agreed to supporting documentation.

 Where  inputs  into  the  fair  value  model  were  not
readily observable, reviewing the reasonableness of
the  assumptions.

56

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

57

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Information Other than the Financial Report and Auditor's Report Thereon

The  directors  are  responsible  for  the  other  information.  The  other  information  comprises  the
information  included  in  the  Group's  annual  report  for  the  year  ended  30 June  2020,  but  does  not
include the financial report and our auditor's report thereon.

Our opinion on the financial report does not cover the other information and accordingly we do not
express any form of assurance conclusion thereon.

In connection with our audit of the financial report, our responsibility is to read the other information
and, in doing so, consider whether the other information is materially inconsistent with the financial
report or our knowledge obtained in the audit or otherwise appears to be materially misstated.

If, based on the work we have performed, we conclude that there is a material misstatement of this
other information, we are required to report that fact. We have nothing to report in this regard.

Responsibilities of the Directors 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 gives a true and fair view and is free from material misstatement, whether
due to fraud or error.

In preparing the financial report, the directors are responsible for assessing the ability of the Group to
continue as a going concern, disclosing, as applicable, matters related to going concern and using
the going concern basis of accounting unless the directors either intend to liquidate the Group or to
cease operations, or has no realistic alternative but to do so.

Auditor’s Responsibilities for the Audit of the Financial Report

Our objectives are to obtain reasonable assurance about whether the financial report as a whole is
free from material misstatement, whether due to fraud or error, and to issue an auditor's report that
includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that
an audit conducted in accordance with the Australian Auditing Standards will always detect a material
misstatement when it exists. Misstatements can arise from fraud or error and are considered material
if,  individually  or  in  the  aggregate,  they  could  reasonably  be  expected  to  influence  the  economic
decisions of users taken on the basis of this financial report.

As  part  of  an  audit  in  accordance  with  Australian  Auditing  Standards,  we  exercise  professional

judgement and maintain professional scepticism throughout the audit.  We also:



Identify and assess the risks of material misstatement of the financial report, whether due to

fraud or error, design and perform audit procedures responsive to those risks, and obtain audit

evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not

detecting  a  material  misstatement  resulting  from  fraud  is  higher  than  for  one  resulting  from

error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the

override of internal control.

 Obtain  an  understanding  of  internal  control  relevant  to  the  audit  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 Group's internal control.

 Evaluate  the  appropriateness  of  accounting  policies  used  and  the  reasonableness  of

accounting estimates and related disclosures made by the directors.

 Conclude on the appropriateness of the directors' use of the going concern basis of accounting

and, based on the audit evidence obtained, whether a material uncertainty exists related to

events  or  conditions  that  may  cast  significant  doubt  on  the Group's  ability  to  continue  as  a

going  concern.  If  we  conclude  that  a  material  uncertainty  exists,  we  are  required  to  draw

attention  in  our  auditor's  report  to  the  related  disclosures  in  the  financial  report  or,  if  such

disclosures  are  inadequate, to  modify  our  opinion. Our  conclusions  are  based  on  the  audit

evidence obtained up to the date of our auditor's report. However, future events or conditions

may cause the Group to cease to continue as a going concern.

 Evaluate the overall presentation, structure and content of the financial report, including the

disclosures,  and  whether  the  financial  report  represents  the  underlying  transactions  and

events in a manner that achieves fair presentation.

 Obtain sufficient appropriate audit evidence regarding the financial information of the entities

or business activities within the Group to express an opinion on the financial report. We are

responsible  for  the  direction,  supervision  and  performance  of  the  Group  audit.  We  remain

solely responsible for our audit opinion.

We communicate with those charged with governance regarding, among other matters, the planned

scope and timing of the audit and significant audit findings, including any significant deficiencies in

internal control that we identify during our audit.

We  also  provide  the  directors  with  a  statement  that  we  have  complied  with  relevant  ethical

requirements  regarding  independence,  and  to  communicate  with  them  all  relationships  and  other

matters that may reasonably be thought to bear on our independence, and where applicable, related

safeguards.

From  the  matters communicated  with the  directors,  we  determine  those matters  that  were  of most

significance in the audit of the financial report of the current period and are therefore the key audit

matters. We describe these matters in our auditor's report unless law or regulation precludes public

disclosure  about  the  matter  or  when,  in  extremely  rare circumstances,  we  determine  that  a matter

should  not  be  communicated  in  our  report  because  the  adverse  consequences  of  doing  so  would

reasonably be expected to outweigh the public interest benefits of such communication.

58

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

59

INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Information Other than the Financial Report and Auditor's Report Thereon

The  directors  are  responsible  for  the  other  information.  The  other  information  comprises  the

information  included  in  the  Group's  annual  report  for  the  year  ended  30 June  2020,  but  does  not

include the financial report and our auditor's report thereon.

Our opinion on the financial report does not cover the other information and accordingly we do not

express any form of assurance conclusion thereon.

In connection with our audit of the financial report, our responsibility is to read the other information

and, in doing so, consider whether the other information is materially inconsistent with the financial

report or our knowledge obtained in the audit or otherwise appears to be materially misstated.

If, based on the work we have performed, we conclude that there is a material misstatement of this

other information, we are required to report that fact. We have nothing to report in this regard.

Responsibilities of the Directors 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 gives a true and fair view and is free from material misstatement, whether

due to fraud or error.

In preparing the financial report, the directors are responsible for assessing the ability of the Group to

continue as a going concern, disclosing, as applicable, matters related to going concern and using

the going concern basis of accounting unless the directors either intend to liquidate the Group or to

cease operations, or has no realistic alternative but to do so.

Auditor’s Responsibilities for the Audit of the Financial Report

Our objectives are to obtain reasonable assurance about whether the financial report as a whole is

free from material misstatement, whether due to fraud or error, and to issue an auditor's report that

includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that

an audit conducted in accordance with the Australian Auditing Standards will always detect a material

misstatement when it exists. Misstatements can arise from fraud or error and are considered material

if,  individually  or  in  the  aggregate,  they  could  reasonably  be  expected  to  influence  the  economic

decisions of users taken on the basis of this financial report.

As  part  of  an  audit  in  accordance  with  Australian  Auditing  Standards,  we  exercise  professional
judgement and maintain professional scepticism throughout the audit.  We also:



Identify and assess the risks of material misstatement of the financial report, whether due to
fraud or error, design and perform audit procedures responsive to those risks, and obtain audit
evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not
detecting  a  material  misstatement  resulting  from  fraud  is  higher  than  for  one  resulting  from
error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the
override of internal control.

 Obtain  an  understanding  of  internal  control  relevant  to  the  audit  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 Group's internal control.

 Evaluate  the  appropriateness  of  accounting  policies  used  and  the  reasonableness  of

accounting estimates and related disclosures made by the directors.

 Conclude on the appropriateness of the directors' use of the going concern basis of accounting
and, based on the audit evidence obtained, whether a material uncertainty exists related to
events  or  conditions  that  may  cast  significant  doubt  on  the Group's  ability  to  continue  as  a
going  concern.  If  we  conclude  that  a  material  uncertainty  exists,  we  are  required  to  draw
attention  in  our  auditor's  report  to  the  related  disclosures  in  the  financial  report  or,  if  such
disclosures  are  inadequate, to  modify  our  opinion. Our  conclusions  are  based  on  the  audit
evidence obtained up to the date of our auditor's report. However, future events or conditions
may cause the Group to cease to continue as a going concern.

 Evaluate the overall presentation, structure and content of the financial report, including the
disclosures,  and  whether  the  financial  report  represents  the  underlying  transactions  and
events in a manner that achieves fair presentation.

 Obtain sufficient appropriate audit evidence regarding the financial information of the entities
or business activities within the Group to express an opinion on the financial report. We are
responsible  for  the  direction,  supervision  and  performance  of  the  Group  audit.  We  remain
solely responsible for our audit opinion.

We communicate with those charged with governance regarding, among other matters, the planned
scope and timing of the audit and significant audit findings, including any significant deficiencies in
internal control that we identify during our audit.

We  also  provide  the  directors  with  a  statement  that  we  have  complied  with  relevant  ethical
requirements  regarding  independence,  and  to  communicate  with  them  all  relationships  and  other
matters that may reasonably be thought to bear on our independence, and where applicable, related
safeguards.

From  the  matters communicated  with the  directors,  we  determine  those matters  that  were  of most
significance in the audit of the financial report of the current period and are therefore the key audit
matters. We describe these matters in our auditor's report unless law or regulation precludes public
disclosure  about  the  matter  or  when,  in  extremely  rare circumstances,  we  determine  that  a matter
should  not  be  communicated  in  our  report  because  the  adverse  consequences  of  doing  so  would
reasonably be expected to outweigh the public interest benefits of such communication.

58

Locality Planning Energy Holdings Limited  |  Annual Report 2020

Locality Planning Energy Holdings Limited  |  Annual Report 2020

59

INDEPENDENT AUDITOR’S REPORT
TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Report on the Remuneration Report

Opinion on the Remuneration Report

We have audited the Remuneration Report included in the directors' report for the year ended 30 June
2020.

In our opinion, the Remuneration Report of Locality Planning Energy Holdings Limited, for the year
ended 30 June 2020, complies with section 300A of the Corporations Act 2001.

Responsibilities

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

Bentleys Brisbane (Audit) Pty Ltd
Chartered Accountants

Ashley Carle
Director
Brisbane
31 August 2020

Shareholder

Information

Shareholder Information

Additional information required by the Australian Securities Exchange (ASX) and not shown elsewhere 

in the Annual Report, current as at 17 August 2020, is advised hereunder.

Stock Exchange Quotation

The Company’s shares are quoted on the ASX under the code “LPE”.

Classes of Securities

The Company has the following equity securities on issue:

ASX quoted: 62,210,736 ordinary shares, each fully paid, held by 967 shareholders.

Voting Rights

The voting rights attaching to ordinary shares are set out in Clause 13.13 of the Company’s

Constitution and are summarised as follows:

•  each shareholder entitled to vote may vote in person or by proxy, attorney or representative;

•   on a show of hands, every person present who is a shareholder or a proxy, attorney or 

representative of a shareholder has one vote (even though he or she may represent more than 

one shareholder); and

•  on a poll, every person present who is a shareholder or a proxy, attorney or representative of 

a shareholder shall, in respect of each fully paid share held by him, or in respect of which he is 

appointed proxy, attorney or representative, have one vote for the share.

Holders of options have no voting rights until such options are exercised.

Restricted Securities

There are no current restricted securities

On-market Buy-backs

There is no current on-market buy-back of any securities.

Corporate Governance Statement

The Corporate Governance Statement is available on the Company’s website at

https://localityenergy.com.au/invester-resources-pdf/corporate-governance 

Distribution of Security Holders

Distribution of shares and the number of holders by size of holding are:

% 

No. of holders 

Range 

100,001 and Over 

10,001 to 100,000 

5,001 to 10,000 

1,001 to 5,000 

1 to 1,000 

Total 

Securities 

51,991,613 

8,533,587 

801,844 

751,797 

131,895 

83.57 

13.72 

1.29 

1.21 

0.21 

62,210,736 

100.00 

64 

242 

105 

264 

292 

967 

%

6.62

25.03

10.86

27.30

30.20

100.00

60

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Locality Planning Energy Holdings Limited  |  Annual Report 2020

61

 
 
 
INDEPENDENT AUDITOR’S REPORT

TO THE MEMBERS OF LOCALITY PLANNING ENERGY HOLDINGS LIMITED

Report on the Remuneration Report

Opinion on the Remuneration Report

We have audited the Remuneration Report included in the directors' report for the year ended 30 June

In our opinion, the Remuneration Report of Locality Planning Energy Holdings Limited, for the year

ended 30 June 2020, complies with section 300A of the Corporations Act 2001.

2020.

Responsibilities

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

Bentleys Brisbane (Audit) Pty Ltd

Chartered Accountants

Ashley Carle

Director

Brisbane

31 August 2020

Shareholder
Information

Shareholder Information
Additional information required by the Australian Securities Exchange (ASX) and not shown elsewhere 
in the Annual Report, current as at 17 August 2020, is advised hereunder.

Stock Exchange Quotation
The Company’s shares are quoted on the ASX under the code “LPE”.

Classes of Securities
The Company has the following equity securities on issue:

ASX quoted: 62,210,736 ordinary shares, each fully paid, held by 967 shareholders.

Voting Rights
The voting rights attaching to ordinary shares are set out in Clause 13.13 of the Company’s

Constitution and are summarised as follows:

•  each shareholder entitled to vote may vote in person or by proxy, attorney or representative;

•   on a show of hands, every person present who is a shareholder or a proxy, attorney or 

representative of a shareholder has one vote (even though he or she may represent more than 
one shareholder); and

•  on a poll, every person present who is a shareholder or a proxy, attorney or representative of 

a shareholder shall, in respect of each fully paid share held by him, or in respect of which he is 
appointed proxy, attorney or representative, have one vote for the share.

Holders of options have no voting rights until such options are exercised.

Restricted Securities
There are no current restricted securities

On-market Buy-backs
There is no current on-market buy-back of any securities.

Corporate Governance Statement
The Corporate Governance Statement is available on the Company’s website at
https://localityenergy.com.au/invester-resources-pdf/corporate-governance 

Distribution of Security Holders
Distribution of shares and the number of holders by size of holding are:

% 

No. of holders 

Range 

100,001 and Over 

10,001 to 100,000 

5,001 to 10,000 

1,001 to 5,000 

1 to 1,000 

Total 

Securities 

51,991,613 

8,533,587 

801,844 

751,797 

131,895 

83.57 

13.72 

1.29 

1.21 

0.21 

62,210,736 

100.00 

64 

242 

105 

264 

292 

967 

%

6.62

25.03

10.86

27.30

30.20

100.00

60

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61

 
 
 
Shareholder Information (continued)

Twenty Largest Security Holders

 Rank  Name 

A/C designation 

17 Aug 2020  % IC

  1 

Lumber Co Pty Ltd 

Chester Family 

8,000,000 

12.86

  1  Mr Damien Ian Glanville 

The Glanville Family A/C 

8,000,000 

12.86

  2 

Pettett Pty Ltd 

Pettett Family A/C 

6,775,000 

10.89

  3 

National Nominees Limited 

  4 

Jarwill Pty Ltd 

Jarwill Investment A/C 

  5 

Bearay Pty Limited 

Brian Clayton S/F A/C 

  6 

Fernsha Pty Limited 

Simon’s Brooklyn A/C 

4,750,000 

3,738,003 

2,000,000 

1,696,160 

  7 

Defender Equities Pty Ltd 

Defender Aus Opportun FD A/C 

1,400,000 

  8  Ginga Pty Ltd 

T G Klinger Super Fund A/C 

1,084,822 

  9 

CS Third Nominees Pty Limited 

HSBC Cust Nom AU Ltd 13 A/C 

880,000 

  10  BNP Paribas Nominees Pty Ltd 

DRP A/C 

877,043 

Hub 24 Custodial Serv Ltd

  11  Woodville Super Pty Limited 

Woodville Ave Super Fund A/C 

700,000 

  12  Mr Anthony Bracks 

  13  Pettett Pty Ltd 

Pettett Family A/C 

  14 

Lumber Co Pty Ltd 

Chester Family A/C 

  15 

J P Morgan Nominees Australia Pty Limited 

  16  Sandhurst Trustees Ltd 

Equit Inv Dragonfly A/C 

  17  Netwealth Investments Limited 

Wrap Services A/C 

  18  Sore Tooth Pty Limited 

Simon Tilley Super Fund A/C 

576,240 

520,000 

510,995 

500,002 

500,000 

456,231 

410,000 

  19  M&S Kriticos SMSF Pty Ltd 

M&S Kriticos Super Fund A/C 

408,106 

  20  Mr Daryl Lindsay Allen 

400,446 

7.64

6.01

3.21

2.73

2.25

1.74

1.41

1.41

1.13

0.93

0.84

0.82

0.80

0.80

0.73

0.66

0.66

0.64

Total 

44,183,048 

71.02

Balance of Register 

18,027,688 

28.98

Grand Total 

62,210,736  100.00

Substantial Shareholders
The names of substantial shareholders who have notified the Company in accordance
with section 671B of the Corporations Act are:

Name 

Ben Chester / Lumber Co Pty Ltd 

Damien Glanville 

Justin Pettett / Pettett Pty Ltd 

No. of Shares

8,510,995

8,288,995

7,349,102

EGP Capital Pty Ltd / EGP Concentrated Value Fund 

4,750,000

Jarwill Pty Ltd  

3,738,003

62

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63

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Locality Planning Energy Holdings Limited

Suite 306, Level 3
Tower 1, Kon-Tiki Business Centre
55 Plaza Parade, Maroochydore
QLD 4558 Australia

1800 040 168
www.localityenergy.com.au

64

Locality Planning Energy Holdings Limited  |  Annual Report 2020