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International GAAP® 2019: Generally Accepted Accounting Practice under International Financial Reporting Standards

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  IFRS 16.

  3138 Chapter 38

  2.3.5.A

  Leases of biological assets under IFRS 16

  As discussed at 2.3 above, IFRS 16 is effective for periods beginning on or after

  1 January 2019, with early adoption permitted in certain circumstances. IFRS 16

  replaces IAS 17 and related Interpretations.

  IFRS 16 excludes from its scope the lessee accounting for leases of biological assets that

  are within the scope of IAS 41. [IFRS 16.3(b)]. The scope exemption in IFRS 16 does not

  specify whether the asset would be recognised in accordance with IAS 41; only that it is

  an asset that would be within the scope of IAS 41. Nor does it explain how an entity

  would account for its lease liability since it is outside the scope of IFRS 16. Entities

  affected by this scope exemption will need to use judgement to develop and appropriate

  accounting policy.

  It is important to note that leases of bearer plants that are within the scope of IAS 16 are

  not excluded from the scope of IFRS 16. ‘Consequently, leases of bearer plants such as

  orchards and vineyards held by a lessee are within the scope of IFRS 16’. [IFRS 16.BC68(b)].

  For lessors, leases of biological assets, including those within the scope of IAS 41, are

  within the scope of IFRS 16. A lessor would account for its leases as either operating or

  finance leases in accordance with IFRS 16. [IFRS 16.67-97]

  See Chapter 24 for a discussion of lessor accounting. When a lease of biological assets

  within the scope of IAS 41 is accounted for as an operating lease, the lessor continues

  to account for such biological assets under IAS 41.

  2.3.5.B

  Leases of biological assets under IAS 17

  Before IFRS 16 became effective, the classification of such leases as either a finance

  lease or operating lease was a key determinant under IAS 17 for both lessees and lessors

  (see Chapter 23 for a discussion regarding lease accounting under IAS 17).

  For finance leases of biological assets (excluding bearer plants):

  • The lessee would initially recognise the leased biological asset under IAS 17.

  Subsequently, the lessee measured and presented it under IAS 41 (for measurement

  purposes the leased biological asset is outside the scope of IAS 17). The lessee

  accounted for the lease liability in accordance with IAS 17. The lessee made

  disclosures both under IAS 41 and IAS 17. [IAS 41.B82(n)].

  • The lessor accounted for the net investment in the lease (i.e. the lease receivable,

  not the biological asset) in accordance with IAS 17.

  For operating leases of biological assets (excluding bearer plants):

  • The lessee accounted for the lease (i.e. the expensed lease payments, not the

  biological asset) in accordance with IAS 17.

  • The lessor measured and presented the leased biological asset under IAS 41 (for

  measurement purposes the leased biological asset was outside the scope of IAS 17).

  The lessor accounted for other rights and obligations under the lease (e.g. lease

  income) in accordance with IAS 17. The lessor made disclosures both under IAS 41

  and IAS 17. [IAS 41.B82(n)].

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  Such lease arrangements may include the land to which the asset is attached. Any leased

  land would need to be separately accounted for under the relevant standard, for example

  IAS 16 or IAS 40, as it is explicitly excluded from the scope of IAS 41 (see 2.3 above).

  In the example above, where the sheep are leased under an operating lease, the

  arrangement would be within the scope of IAS 41. Therefore, under IAS 17, the lessor

  recognised lease revenue and accounted for the leased sheep (excluding any related

  land and other assets) under IAS 41 – both upon initial recognition and subsequently –

  at fair value less costs to sell. It is worth noting that, unless specifically excluded from

  its scope, IAS 41 applies to all biological assets when they relate to agricultural activity.

  [IAS 41.1]. In this case, the wool is the agricultural produce. The sheep are being managed

  to produce that wool, albeit by the lessee and not the lessor. Since IAS 41 does not

  specify who must do the managing, the definition of agricultural activity is met.

  2.3.6 Concessions

  A concession typically involves a government, or other controlling authority, granting

  land to an entity, but requiring that the land be used for a specific purpose, for example,

  growing certain crops for a minimum period of time.

  The treatment of each concession will be dependent on the specific facts and

  circumstances. However, if the concession requires an entity to undertake agricultural

  activity, as defined in IAS 41 (see 2.2.1 above), the biological assets (other than bearer

  plants) and agriculture produce will be within the scope of IAS 41. The grant received

  may also be within the scope of the standard. However, the land granted would be

  within the scope of IAS 16 or IAS 40 (see Chapters 18 and 19, respectively). The

  discussion at 3.3 below addresses the treatment of government grants related to

  biological assets (other than bearer plants).

  3

  RECOGNITION AND MEASUREMENT PRINCIPLES

  3.1 Recognition

  An entity recognises a biological asset (including produce growing on a bearer plant) or

  agricultural produce that is within the scope of IAS 41 only when: [IAS 41.10]

  (a) it controls the asset as a result of past events;

  (b) it is probable that future economic benefits associated with the asset will flow to

  the entity; and

  (c) the fair value or cost of the asset can be measured reliably.

  Considerations for the recognition of produce growing on a bearer plant are discussed

  at 3.2.3.B below.

  3.1.1 Control

  In agricultural activity, an entity may evidence control by, for example, ‘legal ownership

  of cattle and the branding or otherwise marking of the cattle on acquisition, birth, or

  weaning’. [IAS 41.11].

  3140 Chapter 38

  3.2 Measurement

  3.2.1

  Biological assets within the scope of IAS 41

  3.2.1.A

  Initial and subsequent measurement

  A biological asset that is within the scope of IAS 41 (i.e. excluding bearer plants, but

  including produce growing on a bearer plant) is measured on initial recognition and at

  the end of each reporting period at its fair value less costs to sell, unless an entity can

  demonstrate at initial recognition that fair value cannot be measured reliably. [IAS 41.12].

  In the latter case, the entity measures the biological asset at historic cost less any

  accumulated depreciation and any accumulated impairment losses (see 3.2.5 below),

  unless fair value becomes reliably measureable.

  3.2.1.B Subsequent

  expenditure

  IAS 41 does not prescribe how an entity should account for subsequent expenditure in

  relation to biological assets, because the (then) IASC believed this to be unnecessary

  with a fair-value-based measurement approach. [IAS 41.B62].

  Such expenditure may be expensed as incurred or capitalised as additions to the related

  biological asset. However, under the fair value model, the biological asset will be re-

  measured at the end of each reporting period. As such, any amounts capitalised will only

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p; result in a reallocation between expenses and the fair value gain or loss for the biological

  asset. Therefore, an entity’s policy in relation to subsequent expenditure will have no

  effect on its equity or net profit or loss, although it will affect:

  • the reconciliation of changes in the carrying amount of biological assets;

  • the classification of the expenditure in the income statement as either an expense

  or as part of the net gain or loss on biological assets; and

  • the presentation of investments in biological assets in the statement of cash flows.

  In our view, an entity should select an accounting policy for subsequent expenditure

  that is broadly consistent with the principles in other standards, such as IAS 16 and

  IAS 38. For example, in the case of livestock, an entity may expense maintenance costs,

  such as routine vaccinations, while treating costs that increase the originally expected

  yield of the asset as capital expenditure. For example, an entity must consider whether

  it is appropriate to add costs that improve initially anticipated yields (such as additional

  vaccinations or feed supplements) to the carrying value of the asset. However, such

  additions would be adjusted at each period end when the biological asset concerned is

  revalued to its new fair value. Judgement may be required to determine whether costs

  that take place after maturity (e.g. vaccinations or feed supplements) would be

  maintenance costs or improvements. Furthermore, care will be needed when costs are

  related to both bearer plants and produce growing on a bearer plant or when it is not

  clear to which of those assets it relates. This is discussed further at 3.2.3 below.

  3.2.2 Agricultural

  produce

  Agricultural produce harvested from an entity’s biological assets should initially ‘be

  measured at its fair value less costs to sell at the point of harvest’. [IAS 41.13]. The standard

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  presumes that an entity can always reliably measure this amount and hence does not

  permit valuation at historical cost. [IAS 41.32, B43].

  The value resulting from initial measurement is subsequently used as cost in applying

  IAS 2 (if the agricultural produce is to be sold, see Chapter 22), IAS 16 (if harvested logs

  are used for the construction of a building, see Chapter 18) or other applicable IFRSs.

  [IAS 41.13, B8].

  An important reason for requiring agricultural produce at the point of harvest to be

  measured at fair value was to ensure that the basis of measurement would be consistent

  with that of biological assets and to avoid inconsistent and distorted reporting of current

  period performance upon harvest of agricultural produce. [IAS 41.B42].

  3.2.3

  Requirements for produce growing on a bearer plant

  3.2.3.A

  Requirements for bearer plants in the scope of IAS 16

  Bearer plants are subject to all of the recognition and measurement requirements in

  IAS 16 (see Chapter 18), including the following (see Figure 38.2 below):

  • before maturity, bearer plants must be measured at their accumulated cost, similar

  to the accounting treatment for a self-constructed item of plant and equipment

  before it is available for use; [IAS 16.22A] and

  • after the bearer plant is mature, entities have a policy choice to measure the bearer

  plants using either the cost model or the revaluation model. [IAS 16.29]. It is

  important to note that:

  • if the revaluation model is selected, revaluations need to take place with

  sufficient regularity to ensure the carrying amount does not differ materially

  from the asset’s fair value had it been measured at the end of the reporting

  period; [IAS 16.22A]

  • entities following either model need to determine the useful life of the bearer

  plant in order to depreciate it. The useful life needs to be re-evaluated each

  year; [IAS 16.51] and

  • unlike biological assets within the scope of IAS 41, items of property, plant

  and equipment within the scope of IAS 16 are not scoped out of IAS 36 –

  Impairment of Assets. Entities, therefore, need to assess whether there are

  indicators that a bearer plant is impaired at the end of each reporting period.

  If such indicators exist, the bearer plant will be subject to an impairment test

  in accordance with IAS 36. [IAS 16.63, IAS 36.8-9]. An impairment loss will be

  recognised if the carrying value is higher than the bearer asset’s recoverable

  amount (being the higher of the asset’s fair value less costs of disposal and its

  value in use). [IAS 36.60]. The requirements of IAS 36 are discussed in

  Chapter 20.

  The requirements for bearer plants do not completely eliminate volatility in profit or

  loss, as entities still need to recognise any changes in the fair value of agricultural

  produce growing on the bearer plant, as discussed at 3.2.3.B below.

  3142 Chapter 38

  Figure 38.2:

  Measurement requirements for bearer plants (assuming fair value

  can be reliably measured)

  At initial

  • Measured separately from any related agricultural produce (i.e. two units of

  recognition

  account).

  • Measured at cost, accumulated until maturity.

  Subsequent

  • Measured separately from any related agricultural produce

  measurement

  (i.e. two units of account).

  requirements

  • Measured at:

  • cost, less any subsequent accumulated depreciation and impairment, with

  changes recognised in profit or loss; or

  • fair value at each revaluation date, less any subsequent accumulated

  depreciation and impairment. Revaluation adjustments (and impairment, to

  the extent it reverses previous revaluation increases) recognised in other

  comprehensive income; all other changes recognised in profit or loss.

  IAS 16 is written with property, plant and equipment in mind. As such, entities may need

  to use judgement to apply its requirement to bearer plants and we note the following

  areas for consideration.

  (a) Unit of account for bearer plants

  IAS 16 does not specify the unit of account for bearer plants. Therefore, entities need

  to use judgement in light of the general requirements of IAS 16 (see Chapter 18) and may

  need to consider that IAS 41 applies to each item of produce growing on a bearer plant.

  The Basis for Conclusions to IAS 16 notes that ‘IAS 16 does not prescribe the unit of

  measure, or the extent to which items can be aggregated and treated as a single item of

  property, plant and equipment. Consequently, applying the recognition criteria in

  IAS 16 to bearer plants will require judgement. This would give an entity flexibility,

  depending on its circumstances, to decide how to aggregate individual plants for the

  purpose of determining a measurable unit of bearer plants’. [IAS 16.BC81].

  (b) Determining when a bearer plant is mature

  IAS 16 requires an entity to determine when a bearer plant reaches maturity – that is,

  when it is in the ‘location and condition necessary for it to be capable of operating in

  the manner intended by management’. [IAS 16.16(b)]. This determination is important

  because it is when an entity must cease capitalising cos
ts as part of the initial cost of the

  asset. The requirements for bearer plants seem to assume that the point in time when a

  plant is capable of producing (which is referred to as ‘maturity’) marks a distinct end to

  all bearer plants’ biological transformation. However, the life cycles of plants can vary

  widely and it may be difficult, in practice, to identify when maturity has been reached.

  Determining at what stage during biological transformation a bearer plant would be

  considered mature could, therefore, be challenging. Alternatives could include: when

  the bearer plant is capable of producing its first crop; when the produce is expected to

  be of sufficient quality to be sold (e.g. macadamia trees start producing fruit after

  3-4 years, but only reach commercial levels when the trees are 7 years old); or when the

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  3143

  growth phase of biological transformation is complete for the bearer plant (and is

  thereafter expected to degenerate or for its productive capacity to decline).

  The Board decided not to provide specific application guidance for bearer plants. As

  such, entities need to apply judgement to determine when a bearer plant is mature for

  accounting purposes. In reaching its decision not to provide additional guidance, the

  IASB noted that options, such as those listed above, would have needed further defining

  and could have led to interpretive issues. Furthermore, ‘a similar scenario arises for a

  factory or retail outlet that is not yet capable of operating at full capacity and did not

  think that this was a major issue in practice’. [IAS 16.BC82]. Entities should, therefore,

  carefully consider the requirements of IAS 16, including those related to sales prior to

  an item of property, plant and equipment being available for use (see Chapter 18).

  (c) Determining initial cost for bearer plants (prior to maturity)

  IAS 16 requires that bearer plants be ‘accounted for in the same way as self-constructed

  items of property, plant and equipment before they are in the location and condition

  necessary to be capable of operating in the manner intended by management.

  Consequently, references to “construction” should be read as covering activities that are

  necessary to cultivate the bearer plants before they are in the location and condition

 

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