Financial Statements




2 NOVEMBER 2006

NEW ZEALAND GAZETTE, No. 126


Transfer from statement of financial performance
23,268,758
25,159,499
38,149,998

7,120,873
8,059,332
9,343,996

22,785,300
1,633,895
39,665,629

6,869,810
10,058,421
11,343,085

Total reserves

  1. Trust Capital
    Opening balance
    Transfer from capital maintenance reserve
    Grants paid from capital

158,460,000
631,317
(631,317)
158,460,000

158,460,000
6,725,092
(6,725,092)
158,460,000

158,460,000
631,317
(631,317)
158,460,000

158,460,000
6,725,092
(6,725,092)
158,460,000

  1. Accounts Receivable
    Accounts receivable
    Provision for doubtful debts

110,749

110,749

580,838
(31,932)
548,906

25,479

25,479

509,540

509,540

  1. Back Country Foods Limited

The advance to Back Country Foods Limited recorded in the group statement of financial position as at 31 March 2006, represents dividends paid to Invest South Limited by way of a credit to Invest South Limited’s shareholder current account. The advance is interest free and repayable upon demand.

  1. Debt Funding

As at 31 March 2006, the following issues are relevant regarding the current debt funding:

The receivership of Abalone NZ Limited was completed on 15 July 2005. Invest South Limited had provided for a loss on the investment in Abalone NZ Limited of $355,000. However, at the conclusion of the receivership, Invest South Limited recovered $17,427.

The receivership of Gas Hornby Limited was completed on 23 September 2005. Invest South Limited provided for a loss on the investment of $373,667. However, at the conclusion of the receivership, Invest South Limited recovered $48,249 and total receiver’s fees of $55,973 being $38,413 relating to the 2005 financial year and $17,560 in the 2006 year.

The board of Invest South Limited has initiated legal proceedings against Enno Oudshoorn and Klaas Smak under the terms of the investors’ agreement signed when Invest South Limited initially invested $680,000 capital in Tulip International Limited. The agreement provides that in the event of default, Invest South Limited has the right to put the shares back to Enno Oudshoorn and Klaas Smak at original cost. Default occurred on the loan advanced to Tulip International Limited and the company was placed into receivership.

2006 2005
Investment in finance leases 249,148
Other advances 4,269,882 2,065,732
Total debt 4,519,030 2,065,732

Represented by:
| | 2006 | 2005 |
|----------------|------------|------------|
| Current | 751,038 | 296,925 |
| Non current | 3,767,992 | 1,768,807 |

  1. Loans

Loan balances outstanding as at 31 March were as follows:

Group 2006 2005 Parent 2006 Parent 2005
Troopers Memorial Corner Charitable Trust 195,000 195,000 195,000 195,000
Southland Museum and Art Gallery 14,115 29,115 14,115 29,115
Ringa Ringa Heights Golf Club 36,000 36,000 36,000 36,000
Nga Hau E Wha Society 42,221 42,221
Croydon Aviation Museum 280,000 280,000 280,000 280,000
Tuatapere Hump Ridge Track 40,000 80,000 40,000 80,000
Invercargill Artificial Sports Surface Trust 96,500 96,500 96,500 96,500
Northern Southland Medical Trust 50,000 50,000 50,000 50,000
Otautau Community Health Trust 24,000 27,000 24,000 27,000
Troopers Memorial Corner Charitable Trust – Yule House 180,000 180,000 180,000 180,000
Southland Heritage Buildings Preservation Trust 25,000 25,000 25,000 25,000
Wyndham Rest Home 100,000 100,000
Parata Rest Home 15,000 15,000
Borland Lodge 311,400 311,400
Total 1,367,015 1,040,836 1,367,015 1,040,836

Each loan is repayable on demand. All loans are interest free, with the exception of the loan to Nga Hau E Wha Society, which attracts interest of 7% and the loan to Troopers Memorial Corner Charitable Trust which attracts interest of 7.285% and is paid by way of a grant.

  1. Investment in Associates

(a) Carrying amount of associates

2006 2005
Carrying amount at beginning of year 143,364 115,000
Equity accounted earnings of associates 8,807 31,364


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Online Sources for this page:

VUW Te Waharoa PDF NZ Gazette 2006, No 126


Gazette.govt.nz PDF NZ Gazette 2006, No 126





✨ LLM interpretation of page content

💰 Financial Performance and Reserves

💰 Finance & Revenue
Financial Statements, Reserves, Capital Maintenance, Grants

💰 Trust Capital

💰 Finance & Revenue
Trust Capital, Opening Balance, Transfers, Grants

💰 Accounts Receivable

💰 Finance & Revenue
Accounts Receivable, Doubtful Debts

💰 Back Country Foods Limited

💰 Finance & Revenue
Advance, Dividends, Shareholder Current Account

💰 Debt Funding

💰 Finance & Revenue
Receivership, Investments, Legal Proceedings, Enno Oudshoorn, Klaas Smak
  • Enno Oudshoorn, Legal proceedings initiated against
  • Klaas Smak, Legal proceedings initiated against

💰 Loans

💰 Finance & Revenue
Loan Balances, Interest Rates, Repayment Terms

💰 Investment in Associates

💰 Finance & Revenue
Carrying Amount, Equity Accounted Earnings