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Lesson 12 – Other Non-current Assets

FAC1502 — Study Unit 12: Other Non-current Assets
FAC1502 — Study Unit 12

Other Non-current Assets

Study Unit 11 covered the tangible non-current assets — property, plant and equipment that you can see and touch. This study unit covers the other two categories: intangible assets (no physical substance) and other financial assets (cash investments and investments in shares).


1. Non-current asset categories

Non-current assets are assets with an expected useful life of more than one year. They are divided into three broad categories:

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Property, Plant & Equipment
Tangible assets — physical, touchable. Land, buildings, machinery, vehicles, furniture. Covered in Study Unit 11.
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Intangible Assets
Non-monetary assets without physical substance. Patents, trademarks, goodwill, copyrights, computer software.
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Other Financial Assets
Cash investments (savings, fixed deposits) and investments in shares. Earn interest or dividends.

2. Intangible assets

According to IAS 38, an intangible asset is an identifiable, non-monetary asset without physical substance, held for use in the production or supply of goods or services, for rental to others, or for administrative purposes. It must be controlled by the entity as a result of past events, and future economic benefits must be expected to flow from it.

Examples of intangible assets:
Patents — exclusive right to manufacture or use an invention
Trademarks / brand names — exclusive right to use a name or logo
Goodwill — excess amount paid for a business above the fair value of its net assets
Copyrights — exclusive right to reproduce creative works
Computer software licences
Franchises — right to operate under another entity’s brand

Intangible assets that have a finite useful life are subject to amortisation — the systematic allocation of their cost over that life. Amortisation is the intangible asset equivalent of depreciation for PPE.

Amortisation vs Depreciation:
Both spread the cost of an asset over its useful life. Depreciation applies to tangible PPE. Amortisation applies to intangible assets. The accounting treatment is identical — an amortisation expense is charged each year and accumulated in an Accumulated amortisation account (contra-asset). Land is not depreciated. Some intangibles (e.g. goodwill with indefinite life) are not amortised but tested annually for impairment instead.

3. Financial instruments

A financial instrument is any contract that gives rise to a financial asset in one entity and a financial liability or equity instrument in another entity. In FAC1502, the focus is on financial assets — specifically cash investments and investments in shares.

Key principle: When a financial asset is acquired, the relevant financial asset account is debited and the bank account is credited.

Dr Cash investment / Investment in shares
Cr Bank

4. Cash investments

Entities invest available cash to earn the best possible return. Cash investments include savings accounts, call deposits and fixed deposits. They earn interest at a fixed rate or one that doesn’t change often.

Why entities make cash investments

  • To earn the highest possible yield on temporarily available cash
  • To park cash that is needed only on a specific future date
  • Fixed deposits typically earn higher interest than a cheque account
  • Safer and more certain return than equity investments

Interest income calculation

Formula: Interest = Principal × Rate% / 100 × Time (months / 12)

Example: R50 000 invested at 8% per annum for 6 months
Interest = R50 000 × 8/100 × 6/12 = R2 000
Journal entries — cash investment lifecycle
1. Making the investment
Cash investment (Fixed deposit)50 000
Bank50 000
Investment placed in fixed deposit at 8% p.a.
2. Recognising interest income (accrued or received)
Bank / Accrued income2 000
Interest income2 000
Interest earned: R50 000 × 8% × 6/12
3. Withdrawing the investment at maturity
Bank52 000
Cash investment50 000
Interest income (if not yet accrued)2 000
Fixed deposit matured — principal + interest received

5. Investments in shares

An entity may invest in the ordinary shares of another company. The return on a share investment is called a dividend. Unlike interest, dividends are only paid if the company declares a dividend — they are not guaranteed.

How dividends are calculated

Dividends are declared in one of two ways:

  • As a percentage of the nominal value of the shares — e.g. a 15% dividend on shares with a nominal value of R2 each = R0,30 per share
  • As cents per share — e.g. 25 cents per share on 10 000 shares = R2 500
Journal entries — investment in shares lifecycle
1. Purchasing the shares
Investment in shares (ABC Ltd)30 000
Bank30 000
Purchased 10 000 ordinary shares in ABC Ltd at R3,00 each
2. Receiving dividends
Bank2 500
Investment income (Dividends received)2 500
Dividend received: 10 000 shares × 25 cents per share
Dividends vs Interest: Interest is earned at a fixed rate and is virtually certain. Dividends depend on the company’s profitability and the board’s decision to declare a dividend. Both are recorded as Investment income (or Interest income / Dividend income) in the Statement of Profit or Loss.

6. Cash investments vs shares — comparison

Feature Cash investments
NatureFixed deposits, savings accounts, call depositsOrdinary shares in a company
ReturnInterest — at a fixed or semi-fixed rate
CertaintyHigh — rate is agreed upfrontVariable — depends on profitability and board decision
RiskLower — capital and return generally guaranteedHigher — share value can fall; dividends not guaranteed
Typical return basis% p.a. on principal × time% of nominal share value OR cents per share
Income accountInterest incomeInvestment income / Dividends received
SFP classificationOther financial assets (non-current) or cash equivalents (current)Other financial assets (non-current)

7. Further journal entry examples

Accrued interest at year-end

If interest has been earned but not yet received at year-end, it must be accrued (as a year-end adjustment from Study Unit 6):

Year-end adjustment — accrued interest on investment
Accrued incomeX
Interest incomeX
Interest earned but not yet received at year-end

Dividend declared but not yet received

When a dividend is declared (announced) but the cash has not yet arrived, a receivable is created:

Dividend declared but not yet received
Dividends receivable / Accrued incomeX
Investment income (Dividends received)X
Dividend declared by ABC Ltd — X cents per share × number of shares

8. SFP presentation

Other non-current assets are shown under non-current assets on the Statement of Financial Position. If an investment matures within 12 months, it is reclassified as a current asset.

SFP extract — Non-current assets
Non-current assets
Property, plant and equipment (Note 3)XXX
Intangible assetsXXX
Other financial assetsXXX
Cash investments (fixed deposits)X
Investment in sharesX
Total non-current assetsXXX
Classification note: A fixed deposit that matures within 12 months of the SFP date is a current asset (cash equivalent), not a non-current asset. Only deposits maturing after more than 12 months are non-current. Similarly, accrued interest receivable is a current asset.

9. Investment income calculator

Calculate interest on cash investments or dividends on share investments.

Investment income calculator

10. Worked exercises

Other non-current assets questions in the FAC1502 exam style.

Apply the concepts
Scenario 1 of 6

11. Quick quiz

Twelve questions on other non-current assets.

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