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

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by International GAAP 2019 (pdf)


  Settlement upon the Occurrence of a

  asset (e.g. where employee costs are capitalised

  Contingent Event.

  as part of the cost of PP&E or inventories).

  27 FASB ASC 718 – Compensation – Stock

  11 Financial Instruments with Characteristics of

  Compensation (formerly FAS123(R), Share-

  Equity, Discussion Paper, IASB, June 2018.

  Based Payment), FASB, December

  2004,

  12 IFRIC Update, March 2013.

  para. 32, footnote 18a.

  13 IFRIC Update, July 2014.

  28 IASB Update, September 2011.

  14 Accounting Standards Update 2014-12, FASB,

  29 IFRIC Update, May 2013.

  Accounting for Share-Based Payments When

  30 IFRIC Update, September 2013.

  the Terms of an Award Provide That a 31 IFRIC Update, September 2013.

  Performance Target Could Be Achieved after

  32 IASB Update, February 2014.

  the Requisite Service Period (Topic 718).

  33 IASB Update, April 2014.

  15 IASB Update, November 2013.

  34 D17 – IFRS 2 – Group and Treasury Share

  16 IFRIC Update, July 2010 and September 2010.

  Transactions, IASB, 2005, para. IE5.

  17 ‘Contingent feature’ is not a defined term in

  35 IFRIC Update, May 2013.

  IFRS 2 but is used in the September 2011 IASB

  36 IFRIC Update, November 2005.

  Agenda Paper 7D (para. 49) to refer to a 37 Financial Reporting Guide 2 – Accounting for

  condition not currently defined in IFRS 2.

  Black Economic Empowerment (BEE)

  18 IFRIC Update, November 2010 and March 2011.

  Transactions, Accounting Practices Committee

  19 IASB Update, September 2011.

  (APC) of SAICA, December 2012.

  20 IASB Update, May 2016.

  38 Financial Reporting Guide 2 – Accounting for

  21 FASB ASC 718 – Compensation – Stock

  Black Economic Empowerment (BEE)

  Compensation (formerly FAS123(R), Share-

  Transactions, Accounting Practices Committee

  Based Payment), FASB, December

  2004,

  (APC) of SAICA, December 2012.

  [20-55-25].

  22 IASB Update, September 2011 and IASB Agenda

  Paper 7D September 2011 para. 57 et seq.

  2761

  Chapter 31

  Employee benefits

  1 INTRODUCTION .......................................................................................... 2765

  2 OBJECTIVE AND SCOPE OF IAS 19 ............................................................ 2765

  2.1

  Objective .............................................................................................................. 2765

  2.2 Scope

  ....................................................................................................................

  2766

  2.2.1

  General scope requirements of IAS 19 .......................................... 2766

  2.2.2

  Employee benefits settled by a shareholder or another

  group entity .......................................................................................... 2767

  3 PENSIONS AND OTHER POST-EMPLOYMENT BENEFITS – DEFINED

  CONTRIBUTION AND DEFINED BENEFIT PLANS ....................................... 2767

  3.1

  The distinction between defined contribution plans and defined

  benefit plans ......................................................................................................... 2767

  3.2 Insured

  benefits

  ..................................................................................................

  2768

  3.3 Multi-employer plans ........................................................................................ 2770

  3.3.1

  Multi-employer plans other than plans sharing risks

  between entities under common control ...................................... 2770

  3.3.1.A

  The treatment of multi-employer plans .................... 2770

  3.3.1.B

  What to do when ‘sufficient information’

  becomes available .......................................................... 2772

  3.3.1.C

  Withdrawal from or winding up of a multi-

  employer scheme ........................................................... 2772

  3.3.2

  Defined benefit plans sharing risks between entities under

  common control ................................................................................. 2772

  3.4

  State plans ............................................................................................................ 2774

  3.5

  Plans that would be defined contribution plans but for the

  existence of a minimum return guarantee ..................................................... 2775

  3.6 Death-in-service

  benefits

  .................................................................................

  2776

  4 DEFINED CONTRIBUTION PLANS .............................................................. 2779

  4.1

  Accounting requirements .................................................................................. 2779

  2762 Chapter 31

  4.1.1

  General ................................................................................................. 2779

  4.1.2

  Defined contribution plans with vesting conditions ................... 2779

  5 DEFINED BENEFIT PLANS – GENERAL ..................................................... 2780

  6 DEFINED BENEFIT PLANS – PLAN ASSETS ................................................ 2781

  6.1

  Definition of plan assets .................................................................................... 2781

  6.2

  Measurement of plan assets ............................................................................. 2782

  6.3 Qualifying

  insurance

  policies

  ..........................................................................

  2783

  6.4 Reimbursement

  rights

  .......................................................................................

  2783

  6.5

  Contributions to defined benefit funds ......................................................... 2783

  6.6 Longevity

  swaps

  .................................................................................................

  2784

  7 DEFINED BENEFIT PLANS – PLAN LIABILITIES ........................................ 2785

  7.1

  Legal and constructive obligations ..................................................................2785

  7.2 Contributions

  by

  employees and third parties ............................................ 2786

  7.3 Actuarial

  methodology ..................................................................................... 2789

  7.4

  Attributing benefit to years of service ........................................................... 2790

  7.5 Actuarial

  assumptions ........................................................................................2793

  7.6 Discount rate ....................................................................................
................... 2795

  7.6.1

  High quality corporate bonds ......................................................... 2796

  7.6.2 No

  deep

  market ................................................................................. 2798

  7.7

  Frequency of valuations ................................................................................... 2799

  8 DEFINED BENEFIT PLANS – TREATMENT OF THE PLAN SURPLUS

  OR DEFICIT IN THE STATEMENT OF FINANCIAL POSITION .................... 2800

  8.1

  Net defined benefit liability (asset) ................................................................. 2800

  8.2 Restriction

  of

  assets to their recoverable amounts ..................................... 2800

  8.2.1

  IFRIC Interpretation 14 – general requirements

  concerning the limit on a defined benefit asset .......................... 2801

  8.2.2

  Economic benefits available as reduced future

  contributions when there are no minimum funding

  requirements for future service ...................................................... 2803

  8.2.3

  IFRIC Interpretation 14 – the effect of a minimum funding

  requirement on the economic benefit available as a

  reduction in future contributions ................................................... 2804

  8.2.4

  IFRIC Interpretation 14 – when a minimum funding

  requirement may give rise to a liability ......................................... 2807

  8.2.5

  Pension funding payments contingent on future events

  within the control of the entity ....................................................... 2809

  9 DEFINED BENEFIT PLANS – PRESENTATION OF THE NET DEFINED

  BENEFIT LIABILITY (ASSET) ....................................................................... 2810

  Employee

  benefits

  2763

  10 DEFINED BENEFIT PLANS – TREATMENT IN PROFIT OR LOSS AND

  OTHER COMPREHENSIVE INCOME ............................................................. 2811

  10.1 Service cost .......................................................................................................... 2811

  10.2 Changes in a defined benefit plan ................................................................... 2812

  10.2.1

  Past service cost .................................................................................. 2813

  10.2.2 Settlements

  ..........................................................................................

  2814

  10.3 Net interest on the net defined benefit liability (asset) ............................... 2816

  10.4 Remeasurements

  ................................................................................................. 2817

  10.4.1

  Actuarial gains and losses .................................................................. 2817

  10.4.2 The return on plan assets, excluding amounts included in

  net interest on the net defined benefit liability (asset) ................ 2817

  11 DEFINED BENEFIT PLANS – COSTS OF ADMINISTERING EMPLOYEE

  BENEFIT PLANS ........................................................................................... 2818

  12 SHORT-TERM EMPLOYEE BENEFITS ......................................................... 2819

  12.1 General recognition criteria for short-term employee benefits ............... 2819

  12.2 Short-term paid absences ................................................................................. 2819

  12.2.1

  Accumulating absences .................................................................... 2820

  12.2.2 Non-accumulating

  paid absences .................................................. 2820

  12.3 Profit-sharing and bonus plans ....................................................................... 2820

  12.3.1

  Present legal or constructive obligation ......................................... 2821

  12.3.2

  Reliable estimate of provision ........................................................ 2822

  12.3.3

  Statutory profit-sharing based on taxable profit. ........................ 2822

  13 LONG-TERM EMPLOYEE BENEFITS OTHER THAN POST-

  EMPLOYMENT BENEFITS ........................................................................... 2822

  13.1 Meaning of other long-term employee benefits ......................................... 2822

  13.2 Recognition

  and

  measurement

  .......................................................................

  2823

  13.2.1

  Attribution to years of service ........................................................ 2823

  13.2.2

  Long-term disability benefit ............................................................ 2823

  13.2.3

  Long-term benefits contingent on a future event ....................... 2824

  14 TERMINATION BENEFITS ........................................................................... 2824

  14.1 Statutory termination indemnities ................................................................. 2825

  14.2 Recognition

  .........................................................................................................

  2826

  14.3 Measurement

  ......................................................................................................

  2826

  15 DISCLOSURE REQUIREMENTS ................................................................... 2827

  15.1 Defined contribution plans .............................................................................. 2827

  15.2 Defined benefit plans ........................................................................................ 2828

  15.2.1

  Characteristics of defined benefit plans and risks

  associated with them ........................................................................ 2829

  15.2.2

  Explanation of amounts in the financial statements ................... 2829

  2764 Chapter 31

  15.2.3

  Amount, timing and uncertainty of future cash flows ................ 2833

  15.2.4 Multi-employer plans ....................................................................... 2834

  15.2.4.A

  Plans accounted for as defined benefit plans .......... 2834

  15.2.4.B Plans

  accounted

  for as defined contribution

  plans ................................................................................. 2835

  15.2.5

  Defined benefit plans that share risks between entities

  under common control ..................................................................... 2835

  15.2.5.A

  Plans accounted for as defined benefit plans .......... 2835

  15.2.5.B

  Plans accounted for as defined contribution

  plans ................................................................................. 2835

  15.2.6

  Disclosure requirements in other IFRSs ....................................... 2837

  15.3 Other employee benefits .................................................................................. 2838

  16 POSSIBLE FUTURE DEVELOPMENTS .......................................................... 2838

  16.1 IASB activities .....................
............................................................................... 2838

  16.2 Interpretations Committee activities ............................................................. 2838

  16.2.1

  The availability of a refund from a defined benefit plan ........... 2838

  List of examples

  Example 31.1:

  Defined benefit plan with employee contributions, where

  the discount rate is higher than the salary growth rate ............. 2788

  Example 31.2:

  The projected unit credit method .................................................. 2789

  Example 31.3:

  Attributing benefits to years of service .......................................... 2791

  Example 31.4:

  Deficit-clearing future minimum funding requirements

  when refunds are not available ....................................................... 2805

  Example 31.5:

  Effect of a prepayment when a minimum funding

  requirement exceeds the expected future service charge ........ 2807

  Example 31.6:

  Effect of the minimum funding requirement when there is

  an IAS 19 surplus and the minimum funding contributions

  payable are fully refundable to the entity..................................... 2808

  Example 31.7:

  Effect of a minimum funding requirement when there is

  an IAS 19 deficit and the minimum funding contributions

  payable would not be fully available ............................................. 2808

  Example 31.8:

  Accumulating paid absences ........................................................... 2820

  Example 31.9:

  Profit sharing and bonus plans ......................................................... 2821

  Example 31.10:

  Termination benefits ........................................................................ 2827

  2765

  Chapter 31

  Employee benefits

  1 INTRODUCTION

  This Chapter deals with IAS 19 – Employee Benefits – as published in June 2011 and

  amended in February 2018. [IAS 19.172]. Predecessors of this standard are discussed in

  earlier editions of International GAAP. The amendments published in February 2018

  address the accounting for a defined benefit plan when a plan amendment, curtailment or

  settlement occurs during the reporting period. They require entities to use the updated

  actuarial assumptions to determine current service cost and net interest for the remainder

 

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