Indicative performance data

Finding $1.5m in a council's operating result

A tier 5 regional council in Queensland

Indicative performance data

A tier 5 regional council in Queensland · Financial Health Check

Finding $1.5m in a council's operating result

A new CFO inherited three years of operating deficits and an audit letter questioning financial sustainability. Councillors wanted to know whether the problem was spending, revenue or the way the numbers were being calculated.

$1.5m a yearForecast operating result improved
$1.2m a yearDepreciation overstated
$4,500Fee for the work
Forecast operating deficit, $m a year
As budgeted$2.1m
With the three changes$0.6m
Down $1.5m
Where the gap was

$1.5m a year: $1.2m of depreciation overstated by road useful lives set below the council's own condition data, and $0.3m from two fee categories not indexed for four years.

Insight

The ratios were being dragged down less by spending than by assumptions. Road network useful lives were set well below the council's own condition data, so depreciation ran about $1.2m a year higher than the assets justified, and two fee categories had not been indexed in four years.

Advice

Review road useful lives against condition data before the next revaluation, index the two stale fee categories, and move three low-priority capital projects out a year so renewal spending matched the asset management plan.

Opportunity

Correcting the useful-life assumptions and indexing fees moves the forecast operating result by about $1.5m a year, and gives councillors ratios that describe the real position rather than an accounting artefact.

Results

The council adopted all three actions in its next budget. The forecast operating result moved from a $2.1m deficit to a $0.6m deficit, and the audit committee had a baseline to track against.

Indicative performance data: scenario-based, narrative-driven figures. The figures demonstrate the potential impact of informed planning and financial decision-making. A full case study walk-through is available on request.

This is the kind of work done in a Financial Health Check: from $4,500 plus GST, 10 business days.

A full case study walk-through of this example is available on request. Ask for one.