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TIL Logistics Group 2019 Annual Report

Annual Report23 September 2019MOVIndustrials

ANNUAL REPORT 2019
FOR THE YEAR ENDED

30 JUNE 2019

23TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
On behalf of Board and Management, we are pleased to

present the TIL Logistics Group Limited Annual Report

for the year ended 30 June 2019.

Trevor D Janes Alan Pearson

Chairman Chief Executive Officer

24 September 2019

OUR BUSINESS 4

FY19 SNAPSHOT 7

CHAIRMAN & CEO’S REPORT 8

DIVISIONAL PERFORMANCE 16

OUR BOARD 20

LEADERSHIP 22

FINANCIAL STATEMENTS 24

NOTES TO THE FINANCIAL STATEMENTS 30

INDEPENDENT AUDITORS REPORT 66

ADDITIONAL STATUTORY INFORMATION 71

CORPORATE GOVERNANCE 79

GLOSSARY 84

DIRECTORY 85

OUR PEOPLE

Nelson’s Operational Projects Manager,

Grant Thorn, has worked for TIL since 1978,

more than 40 years. ¢

45TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
OUR BUSINESS

T

IL Logistics Group is one

of the largest freight and

logistics companies in

New Zealand. We have a

nationwide network of branches,

depots, cross docks and warehouses

and a dedicated team of more than

1,600 employees and contractors.

We provide a comprehensive end to end supply chain

service, across Freighting, Bulk Liquids, Warehousing

& Logistics, Specialist Lifting and Transport, and

International Freight Forwarding.

Every year, our trucks travel more than 50 million

kilometres, delivering product to over 30,000 sites and

we store goods for our customers in more than 192,000

square metres of warehouse capacity.

We are investing in technology and IT that is making our

business more efficient, further enhancing our customer

experience and strengthening the safety of our people

and the wider community.

We remain committed to reducing our environmental

impact and are a signatory to the Climate Leaders

Coalition.

Our goal is to run our company in a way that offers

value, not just to our customers but to our staff, our

investors and all those involved in the supply chain. ¢

AUCKLAND

NELSON

HAMILTON

HAWERA

WANGANUI

OTAKI

PALMERSTON NORTH

NEW PLYMOUTH

WHANGAREI

GISBORNE

MT MAUNGANUI

TAURANGA

NAPIER

HASTINGS

FREIGHT

WAREHOUSING

INTERNATIONAL

BULK LIQUIDS

SPECIALIST

BLENHEIM

MASTERTON

WELLINGTON

RAI VALLEY

CHRISTCHURCH

DUNEDIN

TIMARU

INVERCARGILL

TAKAKA

WESTPORT

OUR BUSINESSOUR BUSINESS

67TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
FY19 SNAPSHOT

KEY EVENTS

¡ Acquisition of Specialised Lifting

and Transport Group (SLTG),

strengthening existing offer

and providing entry into a new

sector. Provided an eight-month

contribution to the Group and

delivered a performance ahead of

expectations.

¡ Significant investment in

expansion and development of

new warehousing facilities to meet

future demand. Completion and

relocations of three facilities with

additional two facilities due to open

in FY20.

¡ Organisational restructure into

five operating divisions, including

separation of NZL into freighting

and logistics services.

¡ Bundled transport and logistics offer

is starting to show dividends and

market share is growing, with new

customers and increasing demand

from existing customers.

¡ Number of major customer wins,

with results reflecting initial start-

up expenses for major Bulk Liquids

haulage contracts.

¡ Establishment of Senior Leadership

Team with Divisional CEOs, creation

of new CIO, Group HR and Group

Safety roles and appointment of Lee

Banks as Chief Financial Officer.

¡ Signatory to Climate Leaders

Coalition and signing of

Memorandum of Understanding

with Hiringa Energy to investigate

hydrogen fuel cell technology

transport solutions.

FY19 was a period of business growth and

increasing sales across all divisions, with

results reflecting investment into growth

initiatives and a higher cost base.

SALES REVENUE

$355.1M

Sales revenue continues to

trend upwards, with uplift in

all sectors

EBITDA

$25.4M

ADJUSTED EBITDA

$28.0M

Adjusted EBITDA up 7%

on the prior year, despite

increased cost base and

investment into growth

initiatives

N PAT

$4.0M

ADJUSTED NPAT

$6.6M

First half in line with

expectations with 2H19

earnings gains offset by

increased costs and $2.6m of

additional expenses related

to deferred acquisition

consideration

FY19 DIVIDEND

5.0 CENTS PER

SHARE

Full year fully imputed

dividend increased to 5.0

cents per share

TECHNOLOGY

Technology is a big enabler for the company,

from Warehouse and Transport Management

Systems to in-cab technology, safety apps and

supply chain solutions. ¢

FY19 SNAPSHOT

89TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
I

t has been more than 150 years

since the first delivery was made

by Hookers’ oxen and dray in

1869. While our delivery modes

may have advanced, our DNA is still

to serve and to do so to the best of

our ability. We have achieved a lot

over the past years and we will no

doubt achieve a lot more over the

next century.

Technology has significantly changed during this time

and TIL has always been at the forefront of adopting

commercially viable technology in order to fulfill our

service promise to our customers. 2019 was no different

with the company investing in significant IT initiatives

such as commissioning a new Transport Management

System (TMS), tablet in-cab technologies, safety

technology such as Autosense, as well as extending the

coverage of our Warehouse Management system across

our new warehouses. Truck technology is undergoing

significant evolution with the introduction of Electric

vehicles and we are one of the leading participants

in the eventual introduction of Hydrogen fuel cell

technology into New Zealand.

Today we serve our customers with an end to end

supply chain offering a range of services and utilising

modern technologies. Our goal is to run our company

in a way that offers value, not just to our customers but

to our staff and all those involved in the supply chain.

With increasing regulatory requirements, the use of

digital technology, rising fuel prices, wage pressures

and growing demand from customers for an integrated

freighting, logistics and warehousing service, only

those businesses that have best practice as their goal,

significant scale and access to capital will succeed.

TIL is well positioned to grow both organically and

through carefully selected acquisitions. Opportunities

have been identified across all sectors to build our

business, improve volumes and utilisation, expand the

offer and drive efficiencies.

As we have done for over 100 years, we run our

business with the long term in mind and will continue to

leverage our strengths to gain market share and deliver

value to our shareholders.

FY19 WAS A YEAR OF BUSINESS EXPANSION

WITH INCREASED CAPACITY, ACQUISITIONS,

NEW BUSINESS WINS AND ORGANIC GROWTH.

Highlights for the FY19 year included the acquisition of

Specialised Lifting and Transport Group , the renewal

of two major customer contracts with Z Energy and

Farmlands and the opening of three new warehouses in

the second half of the year.

Our commitment to reducing our environmental

impact continues and we are a signatory to the Climate

Leaders Coalition and have signed a memorandum of

understanding with Hiringa Energy to develop hydrogen

fuel cell technology transport solutions.

The higher operating cost environment has persisted

and is being managed closely, including fluctuating

fuel prices, road user charges and regional fuel taxes,

increased wage costs and higher costs for parts and

equipment due to the lower exchange rate. Unexpected

demurrage costs were also incurred in 2H19.

To better reflect TIL’s business operations, segment

reporting has been changed to five divisions –

Freighting; Warehousing & Logistics; Bulk Liquids;

Specialist; and International.

A significant focus for management in FY19 was

the continuing amalgamation of TIL’s brands and

businesses into a cohesive group organisation, which

allows us to offer our customers an end to end supply

chain offer. The NZL business, which was previously

part of the warehousing division, has now been split

into two streams – Freighting and Warehousing. This

restructuring had a cost impact in FY19, but benefits will

be seen in FY20 and onwards.

We saw strong growth in the first half of the year,

with revenue gains across all divisions and particularly

strong growth from Warehousing & Logistics as new

warehousing capacity came online in the second half

of the year. The specialist sector grew significantly

following the acquisition of Specialised Lifting and

Transport Group, which delivered additional revenue of

$11.8m.

Pleasingly, the Bulk Liquids division also delivered a

year on year increase in sales revenue despite a strong

prior year that included one off revenue gains from

the pipeline disruption. Multiple long term fuel delivery

contracts were secured in FY19, underpinning the

business going forward.

Operating costs increased to $332.6m, reflecting the

higher cost environment and a full year of being a listed

provider with associated corporate and governance

costs. Growth initiatives have also had a cost impact,

with increased property rent costs (particularly due to

expanded warehousing capacity); wages and fleet lease

costs; establishment of the Senior Leadership Team;

and higher repairs and maintenance due to new fleet

decisions being delayed into FY19 while new contracts

were finalised and tightening legislation.

Earnings Before Interest, Tax, Depreciation and

Amortisation (EBITDA) was up on the prior year to

$25.4m with an increase in adjusted EBITDA to $28.0m.

Earnings growth was primarily seen in the first half,

with Freighting, Specialist and International divisions

all delivering full year improvements. Warehousing

& Logistics and Bulk Liquids both reflect the costs

associated with growth initiatives that will provide

long term value for the business, particularly new

warehousing capacity and set up costs prior to major

new customer contracts commencing.

A profit improvement was delivered in the first half, with

the second half profit gains offset by increased finance

costs, depreciation and the $2.6m additional expenses

for the deferred acquisition consideration related to

MOVE Logistics. Excluding the deferred acquisition

consideration, adjusted NPAT was $6.6m.

The Board declared a final fully imputed dividend of

2.5 cents per share (cps), taking full year dividends to

5.0 cps.

Further information on our financial results can be

viewed in the FY19 Results Presentation available

on our website https://www.til.kiwi/investor-area/

presentations/.

GROWTH INITIATIVES ARE HAVING A POSITIVE

IMPACT, PARTICULARLY THE ACQUISITION OF

SPECIALISED LIFTING AND TRANSPORT GROUP

AND INVESTMENT INTO ADDITIONAL WAREHOUSE

CAPACITY.

Acquisition of Specialised Lifting and Transport Group

We acquired Specialised Lifting and Transport Group

in November 2018, adding scale to what had previously

been a very small and unprofitable part of our

business. The acquisition led the division to a standout

performance in FY19, lifting revenue by more than 400%

and returning to profitability.

Heavy haulage – the transport of exceptionally large,

unusually-shaped or heavy items such as transformers,

bridges, boats and silo tanks – involves specialised

equipment and highly skilled, knowledgeable and

dedicated people. Meanwhile, Machinery Movers, which

was part of the acquisition, is a new area for TIL –

moving heavy equipment from place to place within an

existing business or transporting it across New Zealand.

The four different businesses now under TIL’s umbrella

complement one another so that resources can be

deployed to those units with the heaviest workloads.

We have high expectations of this division for FY20 and

it has started the year well, securing a major windfarm

project at Turitea Windfarm Project in Manawatu that

consists of transporting 33 turbines onto the site.

New Customer Wins

We continue to win new business on the back of

our end to end supply chain offer and reputation for

consistent quality service delivery. Of particular note

during the year was the renewal of two major customer

contracts with Z Energy and Farmlands.

In October 2018, we renewed our partnership with Z

Energy for a further five years, with the signing of a

long term, exclusive, strategic supply contract, with

increased volumes and wider distribution coverage. The

renewed contract covers the North and South Islands

and includes cartage of petroleum and aviation fuel for

both of Z Energy’s brands, Z and Caltex.

In addition, in November 2018 we renewed our fuel

transport and distribution contract with Farmlands

Co-operative, a rural co-operative with 82 stores

nationwide. This contract covers the North and South

Islands and includes fuel transport to all Farmlands

Fuel customers, including the Challenge petrol station

network.

CHAIRMAN AND CEO’S

REPORT

CHAIRMAN AND CEO’S REPORTCHAIRMAN AND CEO’S REPORT

1011TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
SPECIALIST TRANSPORT

Investment into wind energy is ramping

up and TIL’s Specialist division is ideally

suited for transporting wind turbines and

equipment to challenging sites. ¢

CHAIRMAN AND CEO’S REPORTCHAIRMAN AND CEO’S REPORT

1213TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
Expanding our Capacity

MOVE Logistics has strengthened its position in the

logistics and warehousing sector even further with the

completion and relocations of three facilities in FY19

and two additional warehouses planned for FY20.

Combined, these will deliver 25% additional capacity for

future growth and will position MOVE to be one of the

largest warehouse service providers (by capacity) in the

country.

The first of the new warehouse spaces in FY19 was in

Highbrook Drive in Auckland, a busy industrial area.

The extension of the existing warehouse has delivered a

doubling in pallet storage to 19,000 pallets, an extended

container yard space and better site access. Just down

the road in East Tamaki, is another new warehouse with

the potential for 18,000 pallets. This is located in close

proximity to Lion Nathan’s brewing and bottling plant,

one of MOVE’s larger customers.

The third new warehouse is in Rolleston, Christchurch,

with stage one completed earlier this year and stage

2 due for completion in early 2020. The Rolleston

development is very much a strategic move to create

capacity, grow our sector presence, attract a new range

of customers and to broaden our services to customers.

There are a number of potential benefits for our existing

customers including reduced container transport costs,

container triangulation benefits and reduced supply

chain costs.

There is constant demand for high quality warehousing

and we will continue to look for opportunities to expand

or develop new sites in targeted areas.

Our People

Our business is successful because of our people.

From the truck drivers on the road to our warehouse

personnel, accounts and support office staff, logistics

managers and leaders. We would like to thank them all

for the services they have provided and the role they

continue to play in our ongoing success.

Our positive culture is reflected in the high number of

long service employees within the group, with

approximately 15% who have been with the company for

more than 10 years and 6% who have more than 30 years

of service. While this may sound small, in today’s transient

employment market, it’s a number we’re proud of.

With our transition to an NZX-listed company, FY19

was a natural time to establish a new Leadership Team

structure. Some of our long-serving senior staff took the

opportunity to retire and we would like to acknowledge

and thank them for their significant contributions in

building TIL to the leading company it is today. A new

generation has stepped up, both from within our ranks

and externally, and we are encouraged by the high

calibre of the people we have been able to promote and

attract.

Recruitment of truck drivers and, surprisingly, of

warehouse staff remains challenging. We have a

number of recruitment programmes underway including

becoming an accredited employer able to offer a

pathway to NZ residency in order to address skill

shortages. We are also looking to offer cadetships for

younger people into the industry and are planning for

additional training to build skills and support internal

promotion within our business.

Health and Safety

Across our business, we travel over 50 million kilometres

each year on New Zealand’s roads, delivering product

to over 30,000 sites while operating within 51 of our

own sites with over 500 forklifts. Overlaying this is our

responsibility to deliver millions of litres of fuel to 60%

of service stations and farms, and gas to all locations

not served by pipeline. This environment is hazardous

and calls for constant vigilance on all matters of safety.

We take the safety and wellbeing of our employees,

contractors, owner drivers and communities very

seriously. Health & Safety (H&S) remains a priority

and an essential component to everything we do.

We continue to make strides in improving our safety

culture and performance, in particular making use of the

opportunities technology provides for greater efficiency,

reporting and oversight.

In the past year, we have made significant investment

to improve the safety of staff and the wider community,

including into training, technology and staff

engagement. We also appointed a new Group Safety &

Environmental Manager, Dwane Feehely.

In FY19, our Lost Time Injury Frequency Rate was 24

and the Medical Treatment Frequency Rate was 22. Our

focus is on reducing these and we remain committed to

our goal of zero harm.

Technology

Technology is a big enabler for our business and will

be a major area of investment for us in FY20 as we

implement new IT systems for Freighting and Bulk

Liquids. These Transport Management Systems are

world class and will help drive efficiencies and improve

the customer experience. They will operate alongside

other technology systems such as our new Warehouse

Management System (Paperless) and various support

systems in Finance, HR and CRM.

In Bulk Liquids, Pacific Fuel Haul has partnered with our

largest customer Z Energy to implement a new Ortech

technology that will deliver a superior supply chain

solution when introduced in FY20.

We are also using technology to enhance other areas

of our business, particularly around health and driver

safety. In FY19, we invested further into in-cab services

and safety systems to help keep our drivers safe, with

agreements signed with ERoad and with Autosense for

driver training and in-cab technology.

Environment

We acknowledge that our business has an

environmental impact and we are committed to

reducing our carbon emissions. The road to where we

want to be is long and challenging as the shift from the

internal combustion engine to alternate technologies is

still evolving. We believe that there will be a hybrid of

technologies introduced over time with the replacement

of internal combustion engines, with electric cars and

light commercials occurring quicker then heavy trucks

and other modes of transport. From our perspective

we will invest in environment improving technology

as it becomes available and fulfil our dream of being

Oceania’s leading environmental transport and logistics

company.

We completed a CEMARS review in July 2019 and have

developed an Emissions Management and Reduction

Plan with annual targets for consumption.

Our carbon footprint is dominated by diesel fuel and

many of our initiatives are focused around what we can

do to reduce our use of diesel. Some examples include

better route planning, low rolling resistance tyres to

improve aerodynamics, vehicle selection and driver

training.

We have solidified our forklift partnership with two

major suppliers and this will see the gradual upgrade

of our 500+ fleet over time to safer, more efficient and

lower carbon emission equipment.

We are also investigating alternative fuel options,

including our partnership with Hiringa to investigate

development of hydrogen cell fuel technology. This

continues to proceed and the joint venture received

regional funding support to complement the support we

and our partners have committed to the project.

Our Customers

Each of our Divisions has performed well over the year.

We appreciate that without our customers we would

not have had the opportunity to do so. We would

like to recognise and thank the many customers who

support our company through our various business

activities and brands. They enable us to employ and

provide income to our 1,600 employees and contractors

and deliver approximately $200m into other various

suppliers and tax income for New Zealand.

Outlook

THE TRANSPORT AND LOGISTICS SECTOR

REMAINS FRAGMENTED AND TIL IS WELL

POSITIONED TO BUILD BOTH ORGANICALLY AND

THROUGH CAREFULLY SELECTED ACQUISITIONS.

OPPORTUNITIES HAVE BEEN IDENTIFIED ACROSS

ALL SECTORS TO IMPROVE VOLUMES AND

UTILISATION, EXPAND THE OFFER AND DRIVE

EFFICIENCIES.

Our focus for the current FY20 year is on organic

growth – realising the opportunities and potential

within our existing businesses. Growth opportunities

have been identified for all TIL’s divisions, particularly

in Specialised, International and non-fuel Bulk Liquid

haulage.

While we expect New Zealand’s economic growth

to continue in line with current rates of 2%, we

acknowledge the recent indications of curtailment in

economic activity. We are confident of our own future,

however, we will be watching business confidence and

the economy closely. We have seen high demand from

the food, rural and building & construction sectors and

expect this to be ongoing.

CHAIRMAN AND CEO’S REPORTCHAIRMAN AND CEO’S REPORT

1415TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
The benefits of FY19 growth initiatives will start

to be seen in FY20, with additional warehousing

capacity due to come online later this year, full

year benefits from new customer contracts that

commenced in late FY19 and a full year contribution

from SLTG. In addition, the restructure of NZL into

separate freighting and transport services will

deliver synergy and cost benefits in FY20.

Significant projects will include the opening of a

further two warehouses as well as site expansion

in Auckland and implementation of new IT systems

for Freighting and Bulk Liquids, which will drive

efficiencies and improve the customer experience.

We are expecting an improved performance in

FY20, driven by new customer contracts, additional

warehousing capacity, organic growth and the

benefits of FY19 investment into growth initiatives

including the full year benefits of SLTG.

We look forward to the many opportunities before

us and serving our customer needs whether it be by

electric vehicles, rail, sea, air or spaceship. Just like

we have done for 150 years. ¢

Trevor Janes Alan Pearson

Chairman Chief Executive Officer

EXPANDING OUR CAPACITY

Stage one of the new Rolleston warehouse opened in April

2019 and has a footprint of 10,000 sqm and is fully racked with

17,000 pallet positions. Stage 2 will add a further 10,000sqm

and is due for completion in March 2020. ¢

CHAIRMAN AND CEO’S REPORTCHAIRMAN AND CEO’S REPORT

1617TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
TIL OPERATES

ACROSS FIVE DIVISIONS

FREIGHTING

Revenue $149.2m ▲4%

EBITDA $8.2m ▲43%

¡ Focused effort on margin is

delivering improved result

¡ Continual investment in fleet

upgrades to ensure best in

class safety, reduced emissions

and increased fleet availability

¡ Increased lease costs with

more trucks now being leased

rather than purchased outright

¡ Investment into technology

including in cab digitised

services and safety systems for

driver fatigue

¡ Implementation of new

Transport Management System

in FY20 will support track

and trace visibility, improving

customer experience

¡ Opportunity for growth due

to market consolidation and

through expansion of existing

services

WAREHOUSING &

LOGISTICS

Revenue $106.7m ▲10%

EBITDA $9.1m ▼5%

¡ Opening of three new

warehouses in FY19 and

investment into three

additional/expanded

warehouses planned for FY20

¡ Combined, new warehouses

will deliver 25% additional

capacity for future growth. Will

position MOVE to be one of

the largest warehouse service

providers (by capacity) in the

country

¡ Capital and set up expense of

new warehouses will be seen in

FY20, with revenue upside in

subsequent years

¡ NZL separated into

warehousing and freighting

services; cost impact in 2H19

with benefits from FY20

¡ FY19 results impacted by

increased property costs, the

closure of a major customer

impacting on NZL and the NZL

restructure, and an unplanned

increase in demurrage costs

BULK LIQUIDS

Revenue $78.1m ▲5%

EBITDA $8.3m ▼20%

¡ Renewal of two key customer

contracts – with Z Energy and

Farmlands

¡ Results reflect increased cost

base to support renewed

customer contracts; more

leasing of trucks leading to

higher lease costs, lower

consumer demand due to

high fuel prices and lower sale

proceeds from used trucks

¡ Identified significant

opportunity associated with

non-fuel bulk liquid transport,

such as new ethanol transport

contract. Sector opportunities

include Industrial, Edible,

Chemical and Fuel

¡ Division rebranded to Pacific

Liquid Logistics in order

to leverage the business

into other non-fuel market

segments

¡ Will continue to build on long

term strategic partnerships

with key customers and grow

service delivery associated

with non-fuel Bulk Liquid

transport

INTERNATIONAL

Revenue $8.0m ▲8%

EBITDA $1.5m ▲31%

¡ Positive year with increased

activity in the sector

¡ ISO Tank & Shipping services

increased revenue with greater

demand for ISO equipment &

services

¡ Exploring acquisition

opportunities

¡ Further specialist logistics

services being investigated to

increase footprint

¡ Cross Group benefits with

increased volumes driving

warehousing and transport

demand

SPECIALIST

Revenue $13.1m ▲445%

EBITDA $2.6m ▲

PY:$(0.4)m

¡ Specialised Lifting and

Transport Group acquired in

November 2018

¡ Stand out performance

with results meeting high

expectations

¡ Provided synergies and support

for the previously

sub-scale Multi-Trans business

¡ Offers significant opportunity

for TIL to grow market share

¡ New contract wins to service

windfarm transport needs

¡ FY20 looks promising with a

number of major projects being

considered

FREIGHTING;

WAREHOUSING &

LOGISTICS; BULK

LIQUIDS; SPECIALIST

AND INTERNATIONAL

TIL OPERATES ACROSS FIVE DIVISIONSTIL OPERATES ACROSS FIVE DIVISIONS

1819TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
OUR PEOPLE

Truck driver, Cyril Komene has

been working for TIL Logistics’

Bulk Liquids division in the

South Island since 2015 and

takes pride in looking after his

customers. ¢

2021TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
At TIL Logistics Group, we believe

that good corporate governance

is essential to protect the

interests of investors and create

and enhance value over the short

and long term. We are committed

to conducting business in the

right way, ethically and in line

with our legal and regulatory

obligations.

The Board has adopted corporate

policies and procedures that

reflect best practice and we

follow the principles and

recommendations of the NZX

Corporate Governance Code (the

Code). You can read about our

corporate governance practices in

FY19 on pages 79 to 84. ¢

TREVOR JANES

INDEPENDENT CHAIR

BCA, FCA, FCFIP, CFinstD

APPOINTED 6 DECEMBER 2017

Trevor Janes has significant

governance experience and holds

a number of board positions with

private and public companies.

He is a member of the NZX

Markets Disciplinary Tribunal and

chairs the Tokelau International

Investment Fund. His career

has been in investment banking

and financial analysis and he is

a Fellow of INFINZ and of CA

ANZ, a Member of the Chartered

Financial Analysts Institute (USA),

and a Chartered Fellow of the

Institute of Directors.

JAMES (JIM) RAMSAY

EXECUTIVE DIRECTOR

FCILT

APPOINTED 6 DECEMBER 2017

Jim has extensive experience

in the New Zealand transport

industry and has spent some 45

years in lead management roles

with Hookers, TNL/Newmans

Group and TIL. He has been

responsible for building TIL from

a local New Plymouth trucking

operation into a New Zealand

wide transport force. He has

served as Chair of TIL and several

associated companies, and

has played a significant part in

transport industry matters. He

has been honoured with Life

Membership in his local Road

Transport Association and is a

Fellow of the Chartered Institute

of Logistics and Transport. In 2013

Jim was inducted into the NZ

Road Transport Hall of Fame.

LORRAINE WITTEN

INDEPENDENT DIRECTOR,

CHAIR AUDIT & RISK COMMITTEE

BMS (HONS), CA

APPOINTED 6 DECEMBER 2017

Lorraine Witten is an experienced

executive and entrepreneur with

extensive commercial experience

in high growth and high change

environments. Her skills are in

technology, ICT, construction,

services and network economics,

where she has 30 years’

experience in senior management

and finance roles. Lorraine has 20

years of governance experience

and is a Fellow of the Institute of

Directors. She currently sits on

the board of a number of private

and public companies including

Horizon Energy Group and Rakon.

She is Chair of the Audit & Risk

committee for the Department of

Corrections.

DANNY CHAN

INDEPENDENT DIRECTOR

BCA (HONS), ACA, FCSAP, MINSTD

APPOINTED 6 DECEMBER 2017

Danny is an experienced New

Zealand director with extensive

accounting, finance and investment

management and education

experience. He holds a number

of directorships with companies

including Academic Colleges

Group, Abano Healthcare

Group, Farmers’ Mutual Group,

Marlborough Wines Estate and

Auckland Tourism Events and

Economic Development Limited,

as well as numerous companies

associated with his private

investments both in New Zealand

and Asia. He is a member of the NZ

China Executive Advisory Council

and the NZ Markets Disciplinary

Tribunal, and was a member of the

Department of Prime Minister and

Cabinet - China Project Advisory

Group.

OUR BOARD

OUR BOARDOUR BOARD

2223TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
The leadership team was

strengthened during the year with

new executives recruited either

into new roles or to fill roles where

some senior managers had retired.

As was expected some of the

founders and pioneers of TIL, Alan

Terris and Greg Whitham, chose to

retire from their executive roles as

GM Marketing & International and

CFO respectively. Andy Stanley

Divisional CEO for PFH also chose

to semi-retire.

New executives including Lee

Banks, Maurice Corkery, Stephen

Owles, Clayton Imbs, Warwick

Bell and Dwane Feehely were all

appointed to complement the

existing executive team.

Following year end, Dean Crackett

and Dallas Guilford have been

appointed on a temporary basis

to the roles of GM Marketing and

GM Group HR while permanent

replacements are recruited. ¢

For profiles of each executive,

please visit https://www.til.kiwi/

about-us/management/

GROUP EXECUTIVE TEAMDIVISIONAL CEOS

LEADERSHIP

ALAN PEARSON

CEO

STEPHEN OWLES

DCEO BULK LIQUIDS

CLAYTON IMBS

DCEO INTERNATIONAL

DWANE FEEHELY

GROUP SAFETY AND

ENVIRONMENTAL MANAGER

DALLAS GUILFORD

ACTING GROUP HR MANAGER

LEE BANKS

CFO

JON KYLE

DCEO TIL FREIGHTING

RICHARD MATHER

DCEO WAREHOUSING &

LOGISTICS

WARWICK BELL

DCEO SPECIALIST LIFTING

MAURICE CORKERY

CIO

DEAN CRACKETT

ACTING GROUP MARKETING

LEADERSHIPLEADERSHIP

2425TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
FINANCIAL

STATEMENTS

FOR THE YEAR ENDED

30 JUNE 2019

FINANCIAL STATEMENTS FINANCIAL STATEMENTS

2627TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019FINANCIAL STATEMENTS FINANCIAL STATEMENTS
CONSOLIDATED BALANCE SHEET

AS AT 30 JUNE 2019

NOTES

30 JUNE 2019

$000

30 JUNE 2018

$000

ASSETS

Current Assets

Cash and cash equivalents 12.16,3892,881

Inventories 301279

Trade and other receivables 12.251,03746,578

Tax receivable160269

Advances to associates 12.3581603

Total Current Assets 58,46850,610

Non-Current Assets

Property, plant and equipment 13.192,31374,616

Intangible assets 13.223,90924,613

Investments in associates 16.21,6921,879

Total Non-Current Assets 117,914101,108

TOTAL ASSETS 176,382151,718

EQUITY

Share capital1435,44928,107

(Accumulated losses) (2,364)(1,295)

Equity attributable to owners of the parent 33,08526,812

Non-controlling interest in equity1,2371,157

TOTAL EQUITY 34,32227,969

LIABILITIES

Current Liabilities

Trade and other payables 12.439,34831,670

Deferred revenue344-

Borrowings 12.55,1853,432

Employee entitlements 12.612,95711,751

Provision for other liabilities and charges13.42252,192

Total Current Liabilities 58,05949,045

Non-Current Liabilities

Borrowings 12.579,13270,447

Deferred income tax liability 13.34,1023,471

Provisions for other liabilities and charges 13.4767786

Total Non-Current Liabilities84,00174,704

TOTAL LIABILITIES 142,060123,749

TOTAL EQUITY & LIABILITIES 176,382151,718

The above consolidated balance sheet should be read in conjunction with the accompanying notes.

CONSOLIDATED STATEMENT OF PROFIT OR LOSS &

OTHER COMPREHENSIVE INCOME

FOR THE YEAR ENDED 30 JUNE 2019

NOTES

30 JUNE 2019

$000

30 JUNE 2018

$000

Revenue 7355,139325,552

Gains on disposal of assets 8731,921

Dividends received 2152

Rents received 2,9043,068

Other income 1,470981

Total Income 360,601331,524

Transport costs(147,742)(139,731)

Employee costs(127,338)(114,902)

Lease expenses(34,405)(31,805)

Other operating expenses(23,115)(18,898)

Share based payment expense -(11,593)

IPO / listing costs -(6,545)

Changes in contingent consideration / advisor fees(2,600)(1,191)

Depreciation / amortisation expenses 13.1/13.2(13,610)(12,417)

Impairment of goodwill-(159)

Total Operating Expenses 8(348,810)(337,241)

Finance costs - interest on borrowing(4,156)(3,431)

Interest income on short term deposit116102

Operating surplus / (deficit) before income tax7,751(9,046)

Share of (loss) of associates 16.2(361)(127)

Profit / (Loss) Before Income Tax 7,390(9,173)

Income tax expense 9(3,026)(2,490)

PROFIT / (LOSS) FOR THE PERIOD FROM CONTINUING

OPERATIONS

4,364(11,663)

Profit / (Loss) attributable to:

Owners of the company4,004(12,191)

Non-controlling interests16.2360528

4,364(11,663)

Other comprehensive income:

Comprehensive Income / (Loss) for the Period, Net of Tax --

TOTAL COMPREHENSIVE INCOME / (LOSS) FOR THE

PERIOD, NET OF TAX

4,364(11,663)

Earnings per share for profit / (loss) attributable to the

ordinary equity holders for the company

CENTSCENTS

Basic and diluted earnings / (loss) per share 115.18(14.98)

The above consolidated statement of profit or loss & other comprehensive income should be read in conjunction with the accompanying

notes.

Trevor Janes - Chairman

22 August 2019

Lorraine Witten - Director

22 August 2019

2829TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019FINANCIAL STATEMENTS
CONSOLIDATED STATEMENT OF CHANGES IN EQUITY

FOR THE YEAR ENDED 30 JUNE 2019

ATTRIBUTABLE TO OWNERS OF THE

COMPANY

INVESTED CAPITALSHARE CAPITALRETAINED EARNINGS/(ACCUM. LOSSES)TOTAL NON-CONTROLLING INTERESTTOTAL EQUITY

$000$000$000$000$000$000

Balance as at 1 July 2017102,012--102,012806102,818

Comprehensive income 1 July to 6 December

(Loss)/profit for the period4,668--4,668-4,668

Other comprehensive income------

Total comprehensive income 1 July to 6 December4,668--4,668-4,668

Transactions with owners in their capacity as

owners:

Equity transactions with Bowker 99127--12777204

Dividends provided or paid------

Total transactions with owners prior to reverse

listing

127--12777204

Reverse listing on 7 December 2017(106,807)5,473101,334---

Balance on reverse listing-5,473101,334106,807883107,690

Comprehensive income 7 December 2017 to 30

June 2018

(Loss)/profit for the period--(16,859)(16,859)528(16,331)

Other comprehensive income------

Total comprehensive income 7 December 2017 to

30 June 2018

--(16,859)(16,859)528(16,331)

Transactions with owners in their capacity as

owners:

Deemed consideration for the acquisition of TIL

Logistics Group Limited (formerly Bethunes)

-678-678-678

Equity-settled share-based payments-10,596-10,596-10,596

Issues of ordinary shares in a public offer-11,360-11,360-11,360

Distribution to owners as part of reverse listing--(85,770)(85,770)-(85,770)

Dividends provided for or paid----(254)(254)

Total transactions with owners on/after reverse

listing

-22,634(85,770)(63,136)(254)(63,390)

Balance as at 30 June 2018-28,107(1,295)26,8121,15727,969

Balance as at 1 July 2018 as previously reported

-28,107(1,295)26,8121,15727,969

Adoption of IFRS 15

--(571)(571)-(571)

Adoption of IFRS 9

--(499)(499)-(499)

Revised balance as at 1 July 2018

-28,107(2,365)*25,7421,15726,899

Comprehensive income

Profit for the period

--3,8414,0043604,364

Other comprehensive income

------

Total comprehensive income

-28,1071,47629,7461,51731,263

Transactions with owners:

Equity settled acquisition

-4,000-4,000-4,000

Dividends and dividend reinvestment plan

-3,342(4,003)(661)(280)(941)

Balance as at 30 June 2019

-35,449(2,527)33,0851,23734,322

*See note 20 for details regarding the adoption of new accounting policies.

The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes.

FINANCIAL STATEMENTS

CONSOLIDATED STATEMENT OF CASH FLOWS

FOR THE YEAR ENDED 30 JUNE 2019

NOTES

30 JUNE 2019

$000

30 JUNE 2018

$000

Cash flows from operating activities

Receipts from customers 354,330323,035

Interest received 116102

Dividends received 1522

Payments to suppliers and employees (329,045)(306,283)

Interest paid (3,885)(3,286)

Income tax paid (2,286)(3,218)

Net cash generated from operating activities 15.119,38210,352

Cash flows used in investing activities

Purchase of business, net of cash acquired17(15,000)(3,200)

Purchase of property, plant and equipment(22,848)(13,174)

Proceeds from sale of property, plant and equipment13,67614,366

Purchase of intangible assets(775)(1,107)

Advances to associates (152)11

Net cash used in investing activities (25,099)(3,104)

Cash flows from financing activities

Repayment of borrowings15.2(5,834)(16,432)

Proceeds from borrowings15.216,00090,000

Proceeds from share issue-11,510

Capital distribution to company shareholders-(92,156)

Dividends paid to shareholders / non-controlling interests(941)(255)

Net cash flow from financing activities9,225(7,333)

Net increase in cash and cash equivalents3,508(85)

Cash and cash equivalents at beginning of period 2,8812,966

Cash and cash equivalents at end of period12.16,3892,881

The above consolidated statement of cash flows should be read in conjunction with the accompanying notes.

3031TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
NOTES TO THE CONSOLIDATED

FINANCIAL STATEMENTS


1. GENERAL INFORMATION


1.1. REPORTING ENTITY

The core operations of TIL Logistics Group Limited

(“TIL Logistics” or the “Company”) and its subsidiaries

(collectively “the Group”) are in the New Zealand

transport sector. These include general transport,

bulk liquids, heavy haulage, shipping, storage and

distribution, national and international household

removals and storage.

The Company is incorporated and domiciled in New

Zealand, registered under the Companies Act 1993 and

is a FMC Reporting Entity under the Financial Markets

Conduct Act 2013. The Company is listed on the NZX

Main Board.

The registered office of the Company is at 330 Devon

Street East, New Plymouth, New Zealand.

The consolidated financial statements of the Company

as at, and for the year ended, 30 June 2019, comprise

the Company and its subsidiaries (refer note 16.1), and

acquired assets from Transport Investments Limited,

together referred to as the “Group”.

These financial statements were authorised by the

Board of Directors on 22 August 2019.

1.2. BASIS OF PREPARATION

These financial statements have been prepared on a

historical cost basis.

The preparation of financial statements in conformity

with NZ IFRS requires the use of certain critical

accounting estimates. It also requires Management

to exercise its judgement in the process of applying

the Group’s accounting policies. The areas where

assumptions and estimates are significant to the

consolidated financial statements are disclosed in

note 4.

The principal accounting policies adopted in the

preparation of the financial statements are selected and

applied in a manner which ensures that the resulting

financial information satisfies the concepts of relevance

and reliability, thereby ensuring that the substance of

the underlying transaction and other events is reported.

These policies have been consistently applied to all the

periods presented, unless otherwise stated.

1.3. STATEMENT OF COMPLIANCE

The Group is a for-profit entity. Its financial statements

have been prepared in accordance with, and comply

with, New Zealand Generally Accepted Accounting

Practice (NZ GAAP). They comply with New Zealand

Equivalents to International Financial Reporting

Standards and other applicable Financial Reporting

Standards and Authoritive Notices, as appropriate for

for-profit entities. The financial statements comply with

International Financial Reporting Standards (IFRS).

2. SUMMARY OF SIGNIFICANT

ACCOUNTING POLICIES

2.1. CONSOLIDATION

a. Subsidiaries

Subsidiaries are all entities over which the Group has

control. The Group controls an entity when the Group

is exposed to, or has rights to, variable returns from its

involvement with the entity, and has the ability to affect

those returns through its power to direct the activities

of the entity. Subsidiaries are fully consolidated from the

date on which control is transferred to the Group. They

are de-consolidated from the date that control ceases.

The Group uses the acquisition method of accounting

to account for business combinations. The consideration

transferred for the acquisition of a subsidiary is the

fair value of the assets transferred, the liabilities

incurred and the equity interest issued by the Group.

The consideration transferred includes the fair value

of any asset or liability resulting from a contingent

consideration arrangement.

Acquisition-related costs are expensed as incurred.

Identifiable assets acquired and liabilities and

contingent liabilities assumed in a business combination

are measured initially at their fair values at the

acquisition date. On an acquisition by acquisition basis,

the Group recognises any non-controlling interest in the

acquisition either at fair value or at the non-controlling

interests proportionate share of the acquiree’s net

assets. The excess of the consideration transferred, the

amount of any non-controlling interest in the acquiree,

and the acquisition-date fair value of any previous

equity interest in the acquiree over the fair value of the

Group’s share of the identifiable net assets acquired, is

recorded as goodwill.

Contingent consideration is classified either as equity

or a financial liability. Amounts classified as a financial

liability are subsequently re-measured to fair value with

changes in fair value recognised in profit or loss.

Inter-company transactions, balances and unrealised

gains on transactions between Group companies are

eliminated. Unrealised losses are also eliminated unless

the transaction provides evidence of an impairment of

the transferred asset. Accounting policies of subsidiaries

have been changed where necessary to ensure

consistency with the policies adopted by the Group.

Non-controlling interests in the results and equity of

subsidiaries are shown separately in the consolidated

statement of profit or loss & other comprehensive

income, statement of changes in equity and balance

sheet respectively.

b. Associates

Associates are all entities over which the Group

has significant influence but not control, generally

accompanying a shareholding of between 20% and 50%

of the voting rights. Investments in associates are

accounted for using the equity method of accounting

after initially being recognised at cost. The Group’s

investment in associates includes goodwill identified on

acquisition, net of an accumulated impairment loss. The

Group’s share of its associates post-acquisition profits

or losses is recognised under ‘Share of (loss) / profit

of associates’ in the statement of profit or loss & other

comprehensive income, and its share of post-acquisition

movements in reserves is recognised in reserves. The

cumulative post-acquisition movements are adjusted

against the carrying amount of the investment. When

the Group’s share of losses in an associate equals or

exceeds its interest in the associate, including any other

unsecured receivables, the Group does not recognise

further losses, unless it has incurred obligations or made

payments on behalf of the associate.

Unrealised gains on transactions between the Group

and its associates are eliminated to the extent of the

Group’s interest in the associates. Unrealised losses

are also eliminated unless the transaction provides

evidence of an impairment of the asset transferred.

Accounting policies of associates have been changed

where necessary to ensure consistency with the policies

adopted by the Group.

2.2. FOREIGN CURRENCY TRANSLATION

a. Functional and presentation currency

Items included in the financial statements of each of

the Group’s entities are measured using the currency

of the primary economic environment in which the

entity operates (‘the functional currency’). The financial

statements are presented in New Zealand dollars

(rounded to thousands), which is the functional and the

presentation currency of all companies in the Group.

b. Transactions and balances

Foreign currency transactions are translated into the

functional currency using the exchange rates prevailing

at the dates of the transactions. Foreign exchange

gains and losses resulting from the settlement of

such transactions and from the translation at year-

end exchange rates of monetary assets and liabilities

denominated in foreign currencies are recognised in

profit or loss.

2.3 NEW ACCOUNTING STANDARDS

Except as disclosed below, the accounting policies

adopted are consistent with those in the previous

financial year and corresponding interim reporting

period. Changes to accounting policies have been made

following the adoption of new and amended standards

which came into effect during the period:

NZ IFRS 9 Financial Instruments, and

NZ IFRS 15 Revenue from Contracts with Customers.

The impact of the adoption of these standards and the

new accounting policies are disclosed in note 20. There

have been no changes in other accounting standards

that would have a material impact on the financial

statements.

2.4. STANDARDS ISSUED BUT NOT YET ADOPTED

A number of new standards, amendments to standards

and interpretations are effective for annual periods

beginning on or after 1 July 2019, and have not been

applied in preparing these consolidated financial

statements.

NZ IFRS 16 Leases - The standard requires lessees to

account for all leases under a single on-balance sheet

model (subject to certain exemptions) in a similar way

to finance leases under NZ IAS 17. Lessees recognise a

liability to pay rentals with a corresponding asset, and

recognise interest expense and depreciation separately.

Lessor accounting is substantially the same as NZ IAS

17’s dual classification approach. Application of NZ IFRS

16 is required for periods beginning on or after 1 January

2019 with early adoption permitted. Management has

performed a preliminary assessment of the impact of

NZ IFRS 16 (refer note 20). The Group’s main significant

operating leases relate to fleet and property.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

3233TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
3. FINANCIAL RISK MANAGEMENT

The Group’s principal financial instruments comprise bank loans and overdrafts, cash, trade creditors and accruals and

trade debtors. The main purpose of these financial instruments is to raise and provide working capital for the Group’s

operations.


This note explains the Group’s exposure to financial risks and how these risks affect the Group’s future financial

performance.

RiskExposure arising fromMeasurement

Credit riskCash and cash equivalents and trade receivablesAging analysis & credit ratings

Market risk - interest rateLong term borrowing at variable ratesSensitivity analysis

Liquidity riskBorrowings and other liabilitiesRolling cash flow forecast


The Group’s risk management is carried out by a central treasury department (Group Treasury) under policies approved

by the board of directors. Group treasury identifies, evaluates and manages financial risks in close co-operation with the

group’s operating units. The board provides written principles for overall risk management, as well as policies covering

specific areas, such as foreign exchange risk, funding risk, interest rate risk, credit risk and use of derivative financial

instruments and non-derivative financial instruments.

3.1. CREDIT RISK MANAGEMENT

In the normal course of business the Group incurs credit risk from trade debtors and transactions with financial

institutions. The Group has a credit policy that it uses to manage this risk. As part of this policy limits on exposures with

counter-parties have been set and approved by the Board of Directors and are monitored on a regular basis.

The Group has no significant concentrations of credit risk. The Group does not require any collateral or security to

support financial instruments due to the quality of the financial institutions and trade debtors dealt with. The Group

normally gives 30 or 60 days credit on its trade receivables.

At 30th June the Group’s credit risk exposure is equal to the carrying value of its financial assets.

2019

$000

2018

$000

Trade and other receivables

Current receivables40,66136,241

Outstanding 30 to 60 days6,2067,315

Outstanding 60 to 90 days916892

Outstanding more than 90 days2,254687

Total trade and other receivables50,03745,135

Sundry receivables467276

Advances to associates581603

Cash and short term bank deposits

Bank with AA credit rating6,3892,881


a. Impaired trade receivables

Individual receivables which are known to be uncollectible are written off by reducing the carrying amount directly. The

other receivables are assessed collectively to determine whether there is objective evidence that an impairment has been

incurred but not yet been identified. For these receivables the estimated impairment losses are recognised in a separate

provision for impairment. The Group considers that there is evidence of impairment if any of the following indicators are

present:

• significant financial difficulties of the debtor

• probability that the debtor will enter bankruptcy or financial reorganisation, and

• default or delinquency in payments (more than 60 days overdue).

Receivables for which an impairment provision was recognised are written off against the provision when there is no

expectation of recovering additional cash.

Impairment losses are recognised in profit or loss within other expenses. Subsequent recoveries of amounts previously

written off are credited against other expenses.

3.1 CREDIT RISK MANAGEMENT (CONTINUED)

Movements in the provision for impairment of trade receivables that are assessed for impairment collectively are as

follows:

2019

$000

2018

$000

At 1 July351750

Provision for impairment recognised during the year105121

NZ IFRS 9: Increase provision for trade receivables499-

Provision for impairment recognised from balance sheet during the year216-

Receivables written off during the year as uncollectible(306)(520)

At 30 June 865351


During the year, the following gains/(losses) were recognised in profit or loss in relation to impaired receivables.

2019

$000

2018

$000

Impairment losses

Individually impaired receivables921

Movement in provision for impairment 96100

Total105121


As at 30 June 2019 trade receivables of $2,305,000 (2018: $1,228,000) were past due (over 60 days) but not impaired.

These relate to a number of independent customers for whom there is no recent history of default. The aging analysis of

these trade receivables is as follows:

2019

$000

2018

$000

Up to 3 months past due916892

3 to 6 months past due1,389336

The other classes within trade and other receivables do not contain impaired assets and are not past due. Based on the

credit history of these other classes, it is expected that these amounts will be received when due. The Group does not

hold any collateral in relation to these receivables.

3.2. INTEREST RATE RISK

The Group’s main interest rate risk arises from long term borrowing with variable rates which expose the Group to cash

flow interest rate risk.


Sensitivity analysis

The effect of a 1% increase or decrease in the floating interest rates for the Group would be a decrease/increase in profit

and equity of $847,000 (2018: $745,000.).

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

3435TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
3.3. LIQUIDITY RISK

Prudent liquidity risk management implies maintaining sufficient cash and the availability of funding through an adequate

amount of committed credit facilities. Due to the dynamic nature of the underlying businesses, the Group maintains

flexibility in funding through having flexible funding lines available to them. Management monitors rolling forecasts of

the Group’s liquidity reserve, which comprises its undrawn borrowing facility and cash and cash equivalents (note 12.1) on

the basis of expected cash flows.

The Group had access to the following undrawn borrowing facilities at the end of the reporting period:

2019

$000

2018

$000

Expiring within one year (bank overdraft)5,00010,000

Expiring beyond one year (bank loans)2,7504,300

Total7,75014,300

The amounts disclosed in the table are the contractual undiscounted cash flows. Balances due within 12 months equal

their carrying balances or the impact of discounting is not significant.

Less than 1

year

Between 1 and

2 years

Between 3 and

5 years

Total

contractual

cash flows

Carrying

amount

(assets)/

liabilities

$000$000$000$000$000

2018

Borrowings6,9763,25072,40582,63173,879

Trade and other payables31,670--31,67031,670

Employee entitlements

11,751--11,75111,751

Contingent consideration

2,192--2,1922,192

Total52,5893,25072,405128,244119,492

2019

Borrowings8,88779,3321,49889,71784,317

Trade and other payables39,348--39,34839,348

Employee entitlements12,957--12,95712,957

Contingent consideration225--225225

Total 61,41779,3321,498142,247136,847

Bank Guarantee

Transport Investments Limited provides (via ASB Bank) guarantees.

2019

$000

2018

$000

Bank guarantees7,8375,730



3.4. CAPITAL RISK MANAGEMENT

The Group’s objectives when managing capital are to safeguard the Group’s ability to continue as a going concern in

order to maintain an optimal capital structure to reduce the cost of capital.


The Group’s capital structure is managed and adjustments are made, with Board approval, to the structure in the light of

economic conditions at the time. There were no changes to objectives, policies or processes during the year.

4. CRITICAL ACCOUNTING ESTIMATES AND JUDGEMENTS

The Group makes estimates and assumptions concerning the future. The resulting accounting estimates will, by definition,

seldom equal the related actual results. The estimates and assumptions that have a significant risk of causing a material

adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below.

a. Estimated impairment of goodwill

The Group tests annually whether goodwill has suffered any impairment. The recoverable amounts of cash-generating

units have been determined based on value-in-use calculations. These calculations require the use of estimates. Refer to

note 13.2 for further details.

5. RECONCILIATION TO GAAP MEASURE - ADJUSTED EBITDA


Additional reporting measures have been referred to in the notes to the financial statements. The following non-GAAP

measures are relevant to the understanding of the Group’s financial performance:

EBITDA (a non-GAAP measure) represents profit before income taxes (a GAAP measure), excluding interest income,

interest expense, depreciation and amortisation, share of (loss)/profit of associates and impairment of goodwill, as

reported in the financial statements.

Adjusted EBITDA (a non-GAAP measure) represents EBITDA adjusted for non trading costs.

In order to show a meaningful representation of the Group’s financial results the Group presents a reconciliation showing

the financial results after adjustment for non-trading costs. The inclusion of this non-GAAP measure, in the Directors’

opinion, will assist users to understand the performance of the Group and promote comparison with the wider industry.

Reconciliation to GAAP measure 12 months to

June 2019

12 months to

June 2018

Net profit / (loss) before income tax (GAAP measure)7,390(9,173)

Add back:

Share of loss of associates 361127

Impairment of goodwill-159

Finance costs / (interest income)4,0403,329

Depreciation & amortisation 13,61012,417

EBITDA (non-GAAP measure) 25,4016,859

Non trading transaction costs:

Share based payments -11,593

Listing costs -6,545

Deferred consideration and advisor costs expensed* 2,6001,191

Adjusted EBITDA (non-GAAP measure) 28,00126,188

*The increase in deferred consideration relates to a prior period business acquisition. The Directors believe adjustment for this item assists

the users to gain a better understanding of the underlying performance of the Group.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

3637TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
6. SEGMENT INFORMATION (CONTINUED)

The segment information provided to the Group CEO for the year ended 30 June 2019 is as follows:

InternationalSpecialistFreightingWarehousing

& Logistics

Bulk LiquidsCorporate Total

$000$000$000$000$000$000$000

Year ended 30 June 2018 -

Re-presented

Total segment revenue 7,3442,678148,106101,25385,564-344,945

Inter-segment revenue (5)(269)(4,050)(3,880)(11,189)-(19,393)

Revenue from external

customers

7,3392,409144,05697,37374,375-325,552

EBITDA1,183(404)5,7809,78510,294(19,779)6,859

Adjusted EBITDA (refer note 5) 1,183(404)5,7809,58210,294(247)26,188

Adjusted EBIT

1

1,039(529)9784,8367,861(415)13,770

Assets5,3034,48553,11064,28519,1535,382151,718

Liabilities3,33892419,73414,42410,45374,876123,749

Year ended 30 June 2019

Total segment revenue 7,96113,487153,879110,07783,221-368,625

Inter-segment revenue -(346)(4,682)(3,348)(5,110)-(13,486)

Revenue from external

customers

7,96113,141149,197106,72978,111-355,139

EBITDA1,5492,6468,2399,0718,253(4,357)25,401

Adjusted EBITDA (refer note 5)1,5492,6468,2399,0718,253(1,757)28,001

Adjusted EBIT

1

1,3881,2493,4194,1316,531(2,327)14,391

Assets6,04424,99051,42362,31018,76412,851176,382

Liabilities4,3102,81121,28014,32311,27988,057142,060

1

Adjusted EBIT (a non-GAAP measure) represents profit before income taxes (a GAAP measure), excluding interest income, interest expense, share of (loss)/profit

of associates, impairment of goodwill and non trading costs, as reported in the financial statements.

Interest income and expense are not allocated to segments, as this type of activity is driven by the central treasury

function, which manages the cash position of the Group.

Sales between segments are eliminated on consolidation. The amounts provided to the CODM with respect to segment

revenue are measured in a manner consistent with that of the financial statements.

The Group has a diverse range of customers from various industries, with only one customer contributing more than 10%

of the Group’s revenue.

6. SEGMENT INFORMATION

Operating segments are reported in a manner consistent with the internal reporting to the Chief Operating Decision

Maker (CODM). The CODM, is responsible for allocating resources and assessing performance of the operating segments.

Following a change in the Chief Operating Decision Maker (CODM), assessed as the Group CEO, there has been a

change to the operating structure of the Group during the reporting period. The reportable operating segments have

been revised to align with the new structure. This is consistent with reporting at the Company’s interim balance date, 31

December 2018.

The Group has made the decision that the thirteen operating segments that form part of the reporting to the Group CEO

can be aggregated into six reporting segments. Reportable segments have been determined by having regards to the

nature of the services, the processes the various business units undertake to service customers, the type of customers

serviced and the nature of the distribution channels.

In addition to GAAP measures, the Group CEO also uses non-GAAP measures (EBITDA and adjusted EBITDA) to assess

the commercial performance of the segments. The revised reportable operating segments have been determined as:

INTERNATIONAL

This segment includes international freight forwarding and shipping agency services across a broad range of industries.

SPECIALIST

This segment provides transport and lifting solutions for oversized and large items. They also carry out specialist moving

jobs.

FREIGHTING

This segment provides nationwide general freight transport services with regional strength. It is able to transport a wide

range of freight types.

WAREHOUSING & LOGISTICS

This segment specialises in warehousing and supply chain capabilities which enable comprehensive supply chain

solutions to customers.

BULK LIQUIDS

This segment includes the service for delivery of various bulk liquid goods.

CORPORATE

This segment includes our corporate services function.

Comparative information has been re-presented from that presented in the 30 June 2018 annual report. This is to provide

comparative information aligned with the newly determined reporting segments.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

3839TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
7. REVENUE & OTHER SOURCES OF INCOME


Revenue comprises the fair value of the consideration received or receivable for the sale of services in the ordinary

course of the Group’s activities. Revenue is shown net of GST, returns, rebates and discounts and after eliminating sales

within the Group.

a. Sale of services

Freight Services

The Group performs transportation services. Revenue is recognised over the time of delivery, being from the time of

acceptance of the goods to delivery to the final destination.

A receivable is recognised when the customer’s products have been delivered by the Group. Payment is due in

accordance with contractual terms, usually 30 days from invoice date.

Logistics Services (Warehousing and Trading)

The logistics function provides warehousing and storage services. Revenue from providing these services is recognised

in the accounting period in which the services are rendered. Some contracts include multiple deliverables. However,

these are easily identifiable and are accounted for as separate performance obligations.


For fixed priced contracts, revenue is recognised based on the actual service provided to the end of the reporting period

as a proportion of the total services to be provided. This is because the customer receives and uses the benefits of the

service simultaneously.

Customers are invoiced on a daily, weekly or monthly basis and consideration is payable when invoiced. There are no

significant financing arrangements for any of the Group’s revenue streams.


The Group derives the following types of revenue:

2019

$000

2018

$000

Freight302,139280,714

Warehousing44,04636,831

Trading8,9548,007

Total Revenue355,139325,552

Timing of revenue recognition

June 2019June 2018

$000$000

Over time

355,139325,552

At a point in time

--

Total Revenue

355,139325,552


b. Interest income

Interest income is recognised on a time-proportion basis using the effective interest method.

c. Dividend income

Dividend income is recognised when the right to receive payment is established.

d. Rental income

Lease income from operating leases where the group is a lessor is recognised as rental income on a straight-line basis

over the lease term.

e. Financing Component

The Group does not expect to have any contracts where the period between the transfer of the promised service to the

customer and payment by the customer exceeds one year. As a consequence, the Group does not adjust any of the

transaction prices for the time value of money.

f. Contract Liability

The Group recognises a contract liability (deferred revenue) when the Group has received consideration for performance

obligations yet to be fulfilled. The opening balance has been recognised in revenue in the current year. There is no

material revenue recognised in the current year related to performance obligations met in previous periods. The average

timing of satisfaction of performance obligation in relation to the payment of the contract liability is between 1 and 5

days.

8. OPERATING EXPENSES BY NATURE


2019

$000

2018

$000

Transport costs

1

147,742139,731

Employee expenses (note 8.1)127,338114,902

Property lease expenses19,37818,873

Operation lease expenses15,02712,932

Trading and warehousing expenses6,2033,345

Communications4,0813,460

Occupancy costs5,0543,990

Bad Debts105121

Foreign exchange loss922

Remuneration paid to principal auditors (PwC)

Assurance services

Audit and review of financial statements, including associated disbursements300303

Other assurance services

2

-213

Non assurance services

Acquisition due diligence

3

-207

Other advisory services related to the IPO

4

-292

Other advisory services related to remuneration benchmarking and executive

compensation

5

59-

Donations1778

Directors fees 417321

Depreciation and amortisation13,61012,417

Share based payment expense-11,593

IPO / listing costs-5,833

Impairment of goodwill-159

Net increase in contingent consideration and advisor costs

6

2,6001,191

Other expenses6,8707,258

Total operating expenses348,810337,241

1

Includes costs relating to transportation including road user charges (RUC), fuel, tyres, repairs and maintenance, owner

driver and subcontractor costs.

2

Other assurance services relate to the provision of a limited assurance investigating accountants report in respect of the

Group’s listing documents. The provision of other assurance services, against recognised assurance standards, does not

typically create an independence risk.

3

Financial, tax and IT due diligence was provided to the Group in respect of business combinations that occurred in the

prior period. A team separate to the audit team was used to undertake this engagement. The work related to review of

historic financial information of the targets. Accounting advice in respect to purchase price accounting was not provided.

As such, no self review threat exists.

4

Other advisory services relate to the Group’s reverse acquisition and listing on the NZX. As part of the reverse listing

process the Group appointed PwC to provide tax and other advisory services. The services provided were performed by

a team separate to the audit. They related to providing comment on the listing documents. At all times the Group was

responsible for decision making.

5

Other advisory services relate to remuneration benchmarking and executive compensation. This amount excludes

advisory services related to financial due diligence for business acquisitions as these have been capitalised, being

$84,000 (2018: nil). The services provided were performed by a team separate to the audit. At all times the Group was

responsible for decision making.

6

The net increase in contingent consideration and advisor costs is the result of the final determination of the amount

payable relating to the MOVE Logistics business acquired in June 2017.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

4041TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
8. OPERATING EXPENSES BY NATURE (CONTINUED)

8.1. EMPLOYEE BENEFITS EXPENSE

a. Superannuation benefits

The Group operates a defined contribution superannuation scheme. The scheme is funded through employee and Group

contributions to a trustee-administered fund. The Group has no further payment obligations once contributions have

been paid. Contributions are recognised as an employee benefits expense when they are due.


TIL Freighting Limited has a historic defined contribution company superannuation scheme that has been operating for a

number of years. The Company has contribution rates from 4% - 10%.

Members contribute a minimum of 4% of their salary/wage and can go as high as 15%. The Company contributions are

vested to the member at the rate of 20% per year of service with the Company i.e. 100% after five years of service.

b. Other employee benefits

Liabilities for wages and salaries, including non-monetary benefits and accumulating sick leave are expected to be

settled within 12 months. They are measured at the amounts expected to be paid when the liabilities are settled.

c. Long service leave

The liabilities for long service leave and annual leave are not expected to be settled wholly within 12 months after the

end of the period in which the employees render the related service. They are therefore measured at the present value

of expected future payments to be made in respect of services provided by employees up to the end of the reporting

period using the projected unit credit method. Consideration is given to expected future wage and salary levels,

experience of employee departures and periods of services. Expected future payments are discounted using market

yields at the end of the reporting period of high-quality corporate bonds with terms and currencies that match, as closely

as possible, the estimated future cash outflows. Re-measurement as a result of experience adjustments and changes in

actuarial assumptions are recognised in profit or loss.

d. Profit-sharing and bonus plans

The Group recognises a liability and an expense for bonuses and profit-sharing based on a formula that takes into

consideration the profit attributable to the Company’s shareholders after certain adjustments. The Group recognises a

provision where contractually obliged or where there is a past practice that has created a constructive obligation.

2019

$000

2018

$000

Wages and salaries & other related costs124,066112,071

Superannuation fund contributions2,7552,455

Fringe benefit tax517376

Total127,338114,902

9. INCOME TAX EXPENSE


The tax expense for the year comprised current and deferred tax. Tax is recognised in the profit or loss component of the

statement of profit or loss & other comprehensive income except to the extent that it relates to items recognised directly

in other comprehensive income or directly in equity. In this case, the tax is also recognised in other comprehensive

income or equity respectively.

The current income tax charge is calculated on the basis of the tax laws enacted or substantively enacted at the balance

sheet date in the countries where the Company and its subsidiaries operate and generate taxable income.


2019

$000

2018

$000

Current tax on profit / (loss) for the year(2,337)(2,754)

Adjustments in respect to prior years(58)(7)

Deferred tax(631)271

(3,026)(2,490)



The prima facie income tax expense on pre-tax accounting profit from operations reconciles to the income tax expense

in the financial statements as follows:


2019

$000

2018

$000

Profit / (loss) before income tax7,390(9,173)

Add back:

Impairment of goodwill-159

Share of loss of associates361127

7,751(8,887)

Prima facie tax (payable) / receivable at 28%(2,170)2,488

Tax effects of:

Income not subject to tax20560

Timing differences not in deferred tax(9)(63)

Expenses not deductible(809)(5,468)

Prior year adjustment(58)(7)

Income tax expense(3,026)(2,490)

Imputation credits

2019

$000

2018

$000

Imputation credits available for use in subsequent periods4,9774,417

* Does not include impact of post year end dividend declaration.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

4243TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
10. DIVIDENDS PAID AND PROPOSED


Dividends to the company shareholders are recognised in the Group’s financial statements in the period in which the

dividends are declared.


2019

$000

2018

$000

Recognised Amounts

Final fully imputed dividend for 2018: 2.3 cents (2017: 0 cents)1,874-

Interim fully imputed dividend for 2019: 2.5 cents (2018: 0 cents)2,129-

Dividends not recognised at the end of the reporting period

Since year end the Directors have recommended the payment of a final dividend

of 2.5 cents per fully paid ordinary share (2018: 2.3 cents). The dividend will be

fully imputed. The aggregate amount of the proposed dividend that will be paid

out of retained earnings at 30 June 2019 is not yet recognised as a liability at year

end.2,1591,874


11. EARNINGS PER SHARE


The Group presents basic and diluted earnings per share (EPS) data for its ordinary shares. Basic EPS is computed based

on the weighted average number of ordinary shares outstanding during the period. Diluted EPS is computed based on

the weighted average number of ordinary shares plus the effect of dilutive potential ordinary shares outstanding during

the period. The Group has no outstanding ordinary shares (2018: nil).


12 months to 30 June 201912 months to 30 June 2018

Earnings

Earnings

(excluding

non-trading

transactions)

Earnings

Earnings

(excluding

non-trading

transactions)

$000$000$000$000

Profit / (loss) for the year 4,3644,364(11,663)(11,663)

Share based payments -11,593

Listing costs -6,545

Deferred consideration and advisor costs

expense

2,6001,191

Earnings, excluding non-trading transaction

impact

6,9647,666

Weighted average number of shares84,328,64877,843,590

CentsCentsCentsCents

Basic & diluted earnings / (loss) per share 5.18(14.98)

Basic & diluted earnings per share, excluding

non-trading impact*

8.269.85


*Note this is a non-GAAP disclosure (refer note 5 for reconciliation). The Directors provide the non-GAAP information as the Company’s

dividend policy is based on the NPAT excluding non trading costs.

12. FINANCIAL ASSETS AND FINANCIAL LIABILITIES


The Group classifies its financial assets at amortised cost. The classification depends on the purpose for which the

financial assets were acquired. Management determines the classification of its financial assets at initial recognition.

Financial assets are included in current assets, except for those with maturities greater than 12 months after the reporting

date which are classified as non-current assets. The Group’s financial assets comprise ‘Trade and other receivables’

and ‘Cash and cash equivalents’ and ‘Advances to associates’ in the balance sheet. Financial assets that are stated at

amortised cost are reviewed individually at balance date to determine whether there is objective evidence of impairment.

Any impairment losses are recognised in profit or loss in the statement of comprehensive income.

This note provides information about the Group’s financial instruments, including:

• An overview of all financial instruments held by the Group

• Specific information about each type of financial instrument

• Information about determining the fair value of the instruments, including judgements and estimations of

uncertainty involved.

The Group holds the following financial instruments:


AMORTISED COST

(2018: LOANS AND RECEIVABLES)

Financial AssetsNotes

2019

$000

2018

$000

Cash and cash equivalents

12.1

6,3892,881

Trade and other receivables

1

12.2

49,63945,060

Advances to associates

12.3

581603

Total56,60948,544

1

excluding prepayments

FINANCIAL LIABILITIES AT AMORTISED COST

Financial LiabilitiesNotes

2019

$000

2018

$000

Trade Payables

2

12.4

37,68729,596

Borrowings

12.5

84,31773,879

Employee entitlements

12.6

12,95711,751

Contingent consideration

12.7

2252,192

Total135,186117,418

2

excluding non financial liabilities


The Group’s exposure to various risks associated with the financial instruments is discussed in note 3. The maximum

exposure to credit risk at the end of the reporting period is the carrying amount of each class of financial assets

mentioned above, other than for trade and other receivables where the maximum credit risk is the balance before

impairment, being $50,396,000 (2018: $45,411,000).

12.1. CASH AND CASH EQUIVALENTS


Cash and cash equivalents includes cash on hand, deposits held on call with banks, other short-term highly liquid

investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within

borrowings in current liabilities on the balance sheet.

Cash and cash equivalents include the following for the purpose of the cash flow statement:

2019

$000

2018

$000

Cash and cash equivalents6,3892,881

Bank overdrafts (note 12.5)--

Total6,3892,881

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

4445TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
12.2. TRADE AND OTHER RECEIVABLES

Trade and other receivables are recognised initially at fair value and subsequently measured at amortised cost using the

effective interest method less provision for expected credit loss.

The Group assesses on a forward looking basis the expected credit losses associated with trade receivables carried at

amortised cost. The Group applies the simplified approach permitted by NZ IFRS 9, which requires expected lifetime

losses to be recognised from initial recognition of the receivables. Impairment of trade receivables is recognised in profit

or loss.

Significant financial difficulties of the debtor, probability that the debtor will enter bankruptcy or financial reorganisation,

and default or delinquency in payments (more than 60 days overdue) are considered indicators that the trade receivable

has been impaired. The amount of the provision is the difference between the asset’s carrying amount and the present

value of the estimated future cash flows, discounted at the original effective interest rate.


2019

$000

2018

$000

Trade receivables49,75245,099

Trade receivables related parties 28536

Less expected credit loss(865)(351)

Net trade receivables49,17244,784

Sundry receivables467276

Financial assets at amortised cost49,63945,060

Prepayments1,3981,518

Total trade and other receivables51,03746,578

Trade receivables are generally due for settlement within 30 to 60 days.

12.3. ADVANCES TO ASSOCIATES


2019

$000

2018

$000

ATL Limited275275

TNL International Australia Pty Limited3111

Eamonn Stephen Farrell86-

UNITE Logistics Limited217217

Total581603

These advances are due on demand and are non-interest bearing.


12.4. TRADE AND OTHER PAYABLES

Trade payables are recognised initially at fair value and subsequently measured at amortised cost using the effective

interest method.


2019

$000

2018

$000

Trade payables23,57123,527

Trade payables related parties762496

GST payable1,6612,074

Lease incentive190259

Accrued expenses13,1645,314

Total39,34831,670


Trade payables are unsecured and are usually paid within 30 to 60 days of recognition.

12.5. BORROWINGS

Borrowings are recognised initially at fair value, net of transaction costs incurred. Borrowings are subsequently stated at

amortised cost using the effective interest method. Any borrowings are classified as current liabilities unless the Group

has an unconditional right to defer settlement of the liability for at least 12 months after the reporting date.


Borrowing costs are expensed as incurred, unless they relate to the acquisition, construction or production of a qualifying

asset in which case the borrowing costs are capitalised.


On 31 October 2018, the Group entered into a new floating interest rate term loan facility for $15m to fund the purchase

of a business (refer note 17). The loan is with the same lender as the current facility and is for a term of three years. The

facilities are secured by way of a first ranking general security over the Group’s assets and undertaking including the

newly acquired business.

The facility includes a revolving committed cash facility of $75 million, an overdraft facility of $5 million, a term loan of

$15 million and a bank guarantee facility of $7.8 million (refer note 3.3).

30 June

2019

$000

30 June

2018

$000

Non-Current

Secured Loan ASB 78,99670,346

Secured Loan Mainland Capital / De Lage Landen136101

79,13270,447

Current

Secured Loan ASB 5,1133,400

Secured Loan Mainland Capital / De Lage Landen7232

5,1853,432

Total84,31773,879

The facilities are secured by way of a first ranking general security over the Group’s assets and undertakings.

The Group has complied with these covenants through the period. These include the following:

Group Coverage Ratio where the Total Tangible Assets and EBITDA of the guaranteeing group must not be less than 90%

of the consolidated group

Interest Cover Ratio must be greater than 3.00x

Debt Service Cover Ratio must be greater than 1.20x

Leverage Ratio must be less than 3.50x

The covenant testing for 2019 is to be normalised by excluding costs associated with the contingent consideration.

The Group leverage ratio is to be normalised for the acquisition.

12.6 EMPLOYEE ENTITLEMENTS

2019

$000

2018

$000

Leave provision8,3207,816

Payroll accruals4,6373,935

Total12,95711,751


NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

4647TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
13. NON-FINANCIAL ASSETS AND LIABILITIES


This note provides information about the Group’s non-financial assets and liabilities, including specific information

about each type of non-financial asset and non-financial liability:

Property, plant and equipment (note 13.1)

Intangible assets (note 13.2)

Deferred tax balances (note 13.3)

Provisions and other liabilities (note 13.4)

Impairment of non-financial assets

Assets that have an indefinite useful life, for example goodwill and software under development, are not subject to

amortisation and are tested annually for impairment. Assets that are subject to depreciation and amortisation are

reviewed for impairment whenever events or changes in circumstances indicate that the carrying amount exceeds its

recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to dispose and value in

use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately

identifiable cash flows (cash-generating units). Non-financial assets, other than goodwill, that suffered an impairment

are reviewed for possible reversal of the impairment at each reporting date.

13.1. PROPERTY, PLANT AND EQUIPMENT


All property, plant and equipment is stated at historical cost less depreciation. Historical cost includes expenditure that

is directly attributable to the acquisition of the items.

Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only

when it is probable that future economic benefits associated with the item will flow to the Group and the cost of

the item can be measured reliably. The carrying amount of the replaced part is derecognised. All other repairs and

maintenance are charged to profit or loss during the financial period in which they are incurred.


Depreciation on assets is calculated using the diminishing value (DV) or straight-line (SL) method, as follows:

Leasehold improvements9.5% to 48%DV

Trucks 14 yearsSL

Trailers18 yearsSL

Plant and equipment 7.5% to 42%DV

Motor vehicles 18% to 36%DV

Office equipment 12% to 60%DV

Furniture and fittings9.5% to 60%DV


The assets’ useful lives are reviewed, and adjusted if appropriate, at each reporting date.

An asset’s carrying amount is written down immediately to its recoverable amount if the asset’s carrying amount is

greater than its estimated recoverable amount.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised

within ‘Gains on disposal of assets’ in the statement of profit or loss & other comprehensive income.

12.7 RECOGNISED FAIR VALUE MEASUREMENTS

This section explains the judgement and estimates made in determining the fair values of the financial instruments that

are recognised and measured at fair value in the financial statements.

Level 1Level 2Level 3Total

$000$000$000$000

Recurring fair value measurements

At 30 June 2018

Contingent consideration--(2,192)(2,192)

At 30 June 2019

Contingent consideration--(225)(225)

The following table presents the changes in level 3 items for the periods ended 30 June 2018 and 30 June 2019:

Contingent

consideration

$000

Opening balance 1 July 2017(572)

Acquisitions(450)

(Losses) recognised in other expenses(1,170)

Closing balance 30 June 2018(2,192)

Amounts reclassified to payables3,500

(Losses) recognised in other expenses(1,533)

Closing balance 30 June 2019(225)


Valuation processes

The finance department of the Group performs the valuations of non-property items required for financial reporting

purposes including level 3 fair values. This team reports directly to the Chief Financial Officer (CFO) and the Risk

Assurance and Audit Committee (RAAC). Discussions of valuation processes and results are held between the CFO,

RAAC and the valuation team at least once every six months, in line with the Group’s half yearly reporting periods.

The main level 3 inputs used by the Group is derived and evaluated as follows:

Contingent consideration

The inputs to this valuation require judgement. The main level 3 inputs used by the Group was revenue forecasts for the

acquired entity.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

4849TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
13.1. PROPERTY, PLANT AND EQUIPMENT (CONTINUED)

Land and

buildings

Motor

vehicles

Office

equipment

and F&F

Plant and

equipment

Work in

progress

Total

$000$000$000$000$000$000

At 1 July 2017

Cost or valuation380141,5574,07513,2452,100161,357

Accumulated depreciation(238)(71,509)(2,950)(7,077)-(81,774)

Net book amount14270,0481,1256,1682,10079,583

Year ended 30 June 2018

Additions252,69346177412,16216,115

Acquisition of subsidiaries-2,2901340-2,343

Disposals-(6,408)(50)(21)(6,348)(12,827)

Transfers-5,0074792(5,146)-

Depreciation charge(12)(9,010)(448)(1,128)-(10,598)

Closing net book amount15564,6201,1485,9252,76874,616

At 1 July 2018

Cost or valuation404139,6103,47614,0812,768160,339

Accumulated depreciation(249)(74,990)(2,328)(8,156)-(85,723)

Net book amount15564,6201,1485,9252,76874,616

Year ended 30 June 2019

Additions1993,2716441,40417,85923,377

Acquisition of subsidiaries-15,410233,746-19,179

Disposals-(4,797)(9)(161)(7,761)(12,728)

Transfers-9,0991971,919(12,065)(850)

Depreciation charge(10)(9,222)(531)(1,518)-(11,281)

Closing net book amount34478,3811,47211,31580192,313

13.2 INTANGIBLE ASSETS

a. Goodwill

Goodwill represents the excess of the consideration transferred, the amount of any non-controlling interest in the

acquiree, and the acquisition-date fair value of any previous equity interest in the acquiree over the fair value of the

Group’s share of the identifiable net assets acquired. Goodwill on acquisitions of subsidiaries is included in ‘Intangible

assets’ in the balance sheet. Goodwill on acquisitions of associates is included in ‘Investments in associates’ in the

balance sheet and is tested for impairment as part of the overall balance. Separately recognised goodwill is tested

annually for impairment and carried at cost less accumulated impairment losses. Impairment losses on goodwill are not

reversed. Gains and losses on the disposal of an entity include the carrying amount of goodwill relating to the entity sold.

Goodwill is allocated to cash-generating units for the purpose of impairment testing. The allocation is made to those

cash-generating units or groups of cash-generating units that are expected to benefit from the business combination on

which the goodwill arose.

b. Computer software

Acquired computer software licences are capitalised on the basis of the costs incurred to acquire and bring to use the

specific software. These costs are amortised, using the diminishing value method at a rate of 48% and recognised in the

profit or loss. Costs associated with maintaining computer software programmes are recognised as an expense when

incurred.

c. Customer contracts and lists

Acquired customer contracts and lists are recognised at their fair value at the date of acquisition and are subsequently

amortised on a straight-line basis over six years. Amortisation expense is recognised in the profit or loss.

Goodwill

Computer

software

Customer listsTotal

$000$000$000$000

At 1 July 2017

Cost17,0501,9278,82427,801

Accum. amortisation and impairment(1,974)(1,501)(252)(3,727)

Net book amount15,0764268,57224,074

Year ended 30 June 2018

Additions-1,107-1,107

Acquisition of subsidiary102-1,3071,409

Amortisation/impairment charge(158)(236)(1,583)(1,977)

Closing net book amount 15,0201,2978,29624,613

At 1 July 2018

Cost15,0202,15110,13227,303

Accum. amortisation and impairment-(854)(1,836)(2,690)

Net book amount15,0201,2978,29624,613

Year ended 30 June 2019

Additions-775-775

Transfers-850-850

Amortisation/impairment charge-(676)(1,653)(2,329)

Closing net book amount15,0202,2466,64323,909


NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

5051TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
13.2 INTANGIBLE ASSETS (CONTINUED)

The Group has classified its goodwill into the following cash generating units (CGUs):


2019

$000

2018

$000

TIL Freighting Ltd1,0271,027

Alpha Customs Ltd776776

MOVE Logistics Ltd12,49212,492

TNL International Ltd170170

McAuley’s Transport Ltd555555

Total15,02015,020



The recoverable amount of all CGUs has been determined based on value-in-use calculations. These calculations are

pre-tax cash flow projections based on Board approved financial budgets and a further four year forecast period using

conservative growth levels of less than 2% per annum.


An assumed terminal real growth rate of 2% (2018: 0%) has been used in the valuations. The Group has applied

discounted pre-tax cash flows using rates in the range of 11.4% - 18.2% to reflect the risks associated with each subsidiary

(2018: 11.5%).

The Group completed sensitivity testing on the CGU’s impairment models as follows: growth rate +/- 1.0%, terminal

growth rate +/- 1.0%, and discount rates +/- 1.0%. Sensitivity testing demonstrated no issues with impairment headroom

in all cases.

13.3. DEFERRED INCOME TAX

Deferred income tax is provided in full, using the liability method, on temporary differences arising between the tax bases

of assets and liabilities and their carrying amounts in the consolidated financial statements. However, deferred income

tax is not accounted for if it arises from initial recognition of an asset or liability in a transaction other than a business

combination that at the time of the transaction affects neither accounting nor taxable profit or loss. Deferred income

tax is determined using tax rates (and laws) that have been enacted or substantially enacted by the balance sheet date

and are expected to apply when the related deferred income tax asset is realised or the deferred income tax liability is

settled.

Deferred income tax assets are recognised to the extent that it is probable that future taxable profit will be available

against which the temporary differences can be utilised.

Deferred income tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets

against current tax liabilities and when the deferred income tax assets and liabilities relate to income taxes levied by the

same taxation authority on either the same taxable entity or different taxable entities where there is an intention to settle

the balances on a net basis.


Temporary differences arise from the following:

Deferred tax assets/(liabilities)

Opening

balance

Recognised in

profit or loss

Acquisition of

subsidiaries

Closing

balance

$000$000$000$000

2018

Property, plant and equipment(5,810)239(366)(5,937)

Provisions and accruals2,43432-2,466

Total deferred income tax(3,376)271(366)(3,471)

2019

Property, plant and equipment(5,937)(591)-(6,528)

Provisions and accruals2,466(40)-2,426

Total deferred income tax(3,471)(631)-(4,102)

13.4. PROVISIONS FOR OTHER LIABILITIES AND CHARGES


Provisions for make good obligations are recognised when the Group has a present legal or constructive obligation as a

result of past events, it is probable that an outflow of resources will be required to settle the obligation and the amount

can be reliably estimated.

Provisions are measured at the present value of Management’s best estimate of the expenditure required to settle the

present obligations at the end of the reporting period.


Lease restoration

Contingent

consideration for

business combination

Total

$000$000$000

At 1 July 20177985721,370

Additional provisions-1,8451,845

Released to profit or loss(12)(225)(237)

At 30 June 20187862,1922,978

At 1 July 20187862,1922,978

Additional provisions511,5331,584

Released to profit or loss(70)(3,500)(3,570)

At 30 June 2019767225992

30 June 2019

Current-225225

Non-current767-767


a. Information about individual provisions and significant estimates

Make good lease provision

The Group is required to restore the leased premises of its depot and warehouses to their original condition at the end of

the respective lease terms. A provision has been recognised for the present value of the estimated expenditure required.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

5253TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
14. SHARE CAPITAL


Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares are shown in

equity as a deduction, net of tax from the proceeds.

The assessed value of the share based payments and the shares issued in the public offer during the year ended 30 June

2018 was $1.50 per share. The value was independently determined as fair and reasonable by Grant Samuel & Associates

using the capitalisation of earnings approach. This was deemed the most appropriate method as the Group has relatively

stable cash flows and a predictable capital expenditure profile.


30 June 201930 June 2018

Shares$000Shares$000

Issued & paid-up capital - ordinary shares

Balance at the beginning of the period81,459,48328,10772,833,334 5,473

Share based payments:

- Deemed consideration for acquisition of Bethunes452,810 678

- Issued to Directors500,000 750

- Issued to advisors100,000 150

- Issued to Kern Group and associates 9,696

Total share based payments 1,052,810 11,274

Shares issued in public offer7,573,33911,360

Shares issued - dividend reinvestment plan2,221,4583,342--

Shares issued - business acquisition2,666,6674,000--

Balance at the end of the period86,347,60835,44981,459,483 28,107

DIVIDEND REINVESTMENT PLAN

Under the Dividend Reinvestment Plan (DRP), applied to the dividend paid on 28 September 2018, the Company issued

1,048,065 shares at $1.61 per share.

The issue price was determined, in accordance with the DRP, as the volume weighted average sale price (rounded to the

nearest cent) for all TIL Logistics Group shares sold through the NZX Main Board (excluding special trades) over the five

trading days immediately following 14 September 2018, less a 3% discount.

The plan also applied to the dividend paid on 27 March 2019 where the company issued 1,173,393 shares at $1.41 per

share.

The issue price was determined, in accordance with the DRP, as the volume weighted average sale price (rounded to the

nearest cent) for all TIL Logistics Group shares sold through the NZX Main Board (excluding special trades) over the five

trading days immediately following 15 March 2019, less a 3% discount.


15. CASH FLOW INFORMATION

15.1 CASH GENERATED FROM OPERATIONS

2019

$000

2018

$000

Reported surplus / (loss) after tax4,364(11,663)

Non-cash items

Depreciation expense11,28110,598

Amortisation expense2,3291,819

Bad debts105121

Amortisation of bank fees272145

Share based payments & IPO costs-17,714

(Profit)/loss on disposal of property, plant & equipment(75)382

Impairment-159

Foreign exchange losses on operating activities922

18,28519,297

Impact of changes in working capital

Tax receivable / deferred tax740(854)

Trade and other receivables(5,183)(7,086)

Creditors and accruals/employee entitlements6,6023,781

Creditors relating to purchase of PPE(528)(2,941)

Inventories(22)(51)

19,89412,146

Items classified as investing or financing activities

Profit on disposal of property, plant and equipment(873)(1,921)

Loss for associates361127

Net cash flow from operating activities19,38210,352

15.2 NET DEBT RECONCILIATION

This section sets out an analysis of net debt and the movements in net debt for each of the periods presented.

2019

$000

2018

$000

Cash and cash equivalents6,3892,881

Borrowings - repayable within one year (including overdraft)(5,185)(3,432)

Borrowings - repayable after one year(79,132)(70,447)

Net debt(77,928)(70,998)

Cash and liquid investments6,3892,881

Gross debt - fixed interest rates(101)(133)

Gross debt - variable interest rates(84,216)(73,746)

Net debt(77,928)(70,998)

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

5455TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
15.2 NET DEBT RECONCILIATION (CONTINUED)

Cash/bank

overdraft

$000

Borrowing due

within 1 year

$000

Borrowing due

after 1 year

$000

Total


$000

Net debt as at 1 July 20172,966(32)(133)2,801

Cash flows(85)(2,900)(70,668)(73,653)

Other non-cash movements-(500)354(146)

Net debt as at 30 June 20182,881(3,432)(70,447)(70,998)

Cash flows3,508(1,928)(8,839)(7,259)

Other non-cash movement-175154329

Net debt as at 30 June 20196,389(5,185)(79,132)(77,928)

16. INTEREST IN OTHER ENTITIES


16.1 MATERIAL SUBSIDIARIES

The consolidated financial statements incorporate the assets, liabilites and results of the following subsidiaries in

accordance with the accounting policy described in note 2.1. All subsidiaries are incorporated in New Zealand.

All subsidiaries results up to 30 June 2019 have been incorporated in the consolidated financial statements.

Shareholding

30 June 2019

Shareholding

30 June 2018

Balance

date

Principal activity

TIL Freighting Ltd100%100%30 JuneTransport operator

Pacific Fuel Haul Ltd100%100%30 JuneTransport operator

Alpha Custom Services Ltd60%60%30 JuneInternational freight forwarder

Pacific Asset Leasing Ltd100%100%30 JuneAsset leasing

Hookers Shipping Ltd100%100%30 JuneShipping agent and logistics

McAuley’s Transport Ltd100%100%30 JuneTransport operator

MOVE Logistics Ltd100%100%30 JuneWarehousing and distribution

Southern Fleet Leasing Ltd100%100%30 JuneAsset leasing

NZL Group Ltd100%100%30 JuneWarehousing and distribution

Multi-Trans HeavyHaul Ltd

1

-100%30 JuneTransport operator

TNL International Ltd50%50%30 JuneInternational freight forwarder

Appian Transport Ltd100%100%30 JuneNon trading

Global Logistics Group Ltd100%100%30 JuneNon trading

Specialist Lifting and

Transport Group Ltd

2

100%100%30 JuneHeavy Haulage

TNL Logistics Ltd100%100%30 JuneNon trading

Transport Nelson Ltd100%100%30 JuneNon trading

Transport Investments Ltd100%100%30 JuneCorporate services

Pacific Liquid Logistics Ltd100%-30 JuneNon trading

1

This company was amalgamated into Specialist Lifting and Transport Group Ltd on 17 April 2019.

2

This company was previously named TNL Freighting Ltd and was renamed on 17 October 2018 when we acquired the heavy haul assets (refer note 17)

16.2 INTERESTS IN ASSOCIATES

Set out below are the associates of the Group as at 30 June 2019 which, in the opinion of the Directors, are material to

the Group. The entities listed below have share capital consisting solely of ordinary shares, which are held directly by

the Group. The country of incorporation or registration is also their principal place of business, and the proportion of

ownership interest is the same as the proportion of voting rights held.

Place of

business/

country of

incorporation

% of ownership

interest

Nature of

relationship

Measurement

method

Investment in

associates

20192018

2019

$000

2018

$000

UNITE Logistics LimitedNew Zealand50%50%AssociateEquity method876899

ATL LimitedNew Zealand50%50%AssociateEquity method605962

Emerald Truck Services LimitedNew Zealand33.3%0%AssociateEquity method193-

Immaterial associates1818

Total1,6921,879


Investment in associates

2019

$000

2018

$000

Beginning of the year1,8792,144

Dividends received-(143)

Acquisition174-

Amalgamation-(40)

Impairment of investment(165)(165)

Earnings from associates(196)83

Total1,6921,879

The Group’s results of its principal associates, all of which are unlisted, and total assets (including goodwill) and liabilities,

are as follows. The Group equity accounts for these associates based on management reporting for the year end to 30

June (the Group’s balance date).


AssetsLiabilitiesRevenueProfit

Interest

held

Balance

date

$000$000$000$000%

2018

UNITE Logistics Limited

3,0942,4736,09815350%31 March

ATL Limited

6,2403,7638,4292350%31 August

Emerald Truck Services Limited

------

Total

9,3346,23614,527176

2019

UNITE Logistics Limited

3,2862,3128,13228750%

31 March

ATL Limited

5,6903,9268,171(714)50%

31 August

Emerald Truck Services Limited

1,4107212,017 6833.3%

31 March

Total

10,3866,95918,320(359)

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

5657TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
17. BUSINESS COMBINATIONS

The Group acquired on 31 October 2018 the assets of three businesses for a total cash consideration of $15m and share

allocation of $4m. The acquisition was made by a 100% owned subsidiary of the Group, Specialist Lifting and Transport

Limited (previously named TNL Freighting Limited). The acquisition allowed the Group to become the leader in the heavy

haulage industry.

The table below summarises the consideration paid by the Group and the fair value of assets acquired and liabilities

assumed:

$000

Purchase consideration (shares)4,000

Purchase consideration (cash) 15,000

Total consideration 19,000

Fair value of assets acquired and liabilities assumed

Property, plant and equipment 19,179

Employee entitlements(179)

There were no contingent assets or liabilities acquired as part of the transaction.

The acquired business contributed revenues of $11,753,133 and a profit before tax of $1,421,454 to the Group for

the period 1 November 2018 to 30 June 2019. If the acquisition had occurred on 1 July 2018, the revenue and profit

contributed by the acquired businesses for the 12 months ended 30 June 2019 would have been $17,626,699 and

$2,132,181 respectively.

The Group also acquired a 33% equity interest in the business activity and assets of Emerald Truck Services Limited for

$174,000. This acquisition was a joint venture with McAuley’s Transport and two other parties.

18. CONTINGENCIES

The Group has bank guarantees of $7,837,000 as at 30 June 2019 (2018: $5,730,000).


19. COMMITMENTS

a. Capital commitments

Capital expenditure contracted for at the reporting date but not yet incurred is as follows:

2019

$000

2018

$000

Trucks and trailers

7,367

11,235

Other assets

143

-

Total

7,510

11,235

b. Operating lease commitments

Operating leases in which a significant portion of the risks and rewards of ownership are retained by the lessor are

classified as operating leases. Payments made under operating leases (net of any incentives received from the lessor) are

charged to profit or loss on a straight-line basis over the period of the lease.

The Group leases various property, plant and equipment under non-cancellable operating lease agreements. The

property lease terms are between 1 and 15 years, and the majority of lease agreements are renewable at the end of the

lease period at market rate.

19. COMMITMENTS (CONTINUED)


The future aggregate minimum lease payments under non-cancellable operating leases are as follows:

2019

$000

2018

$000

Within one year

29,949

25,768

Between one and two years

27,993

20,627

Between two and five years

71,362

47,612

More than five years

152,806

63,808

Total282,110157,815

Sub-lease payments2019

$000

2018

$000

Future minimum lease payments expected to be recovered in relation

to non-cancellable sub-leases of operating leases

2,4163,110

20. ACCOUNTING STANDARDS


Except as described below, the accounting policies applied are consistent with those of the annual financial statements

for the period ended 30 June 2018.

There were two new standards applied during the period. This note explains the impact of the adoption of NZ IFRS 9

Financial Instruments and NZ IFRS 15 Revenue from Contracts with Customers on the Group’s financial statements and

discloses the new accounting policies that have been applied from 1 July 2018. It also describes the expected impact of

the new standards that are not yet effective.

IMPACT ON THE FINANCIAL STATEMENTS

The Group has elected to adopt the new accounting standards with cumulative transition adjustments being recognised

in the opening equity balance at transaction date. As a result comparative information has not been impacted and has

not been restated, in line with the permitted transitional provisions.


The following tables show the adjustments recognised for adoption of the new standards.

Equity reconciliation$000

Closing accumulated losses at 30 June 2018(1,295)

NZ IFRS 9: Increase provision for trade receivables(499)

NZ IFRS 15: Deferral of revenue on unfulfilled performance obligations(571)

Opening accumulated losses at 1 July 2018(2,365)

NZ IFRS 9 FINANCIAL INSTRUMENTS - IMPACT OF ADOPTION

This standard replaces NZ IAS 39 and addresses the classification, measurement and recognition of financial assets and

liabilities, introduces new rules for hedge accounting (not currently relevant to the Group) and a new impairment model

for financial assets.

The Group has adopted the new standard on 1 July 2018 and notes the following impacts of the new standard.

Adoption of NZ IFRS 9 has resulted in the reclassification of cash and cash equivalents, trade receivables and advances

to associates from loans and receivables under NZ IAS 39 to being classified as measured at amortised cost under NZ

IFRS 9. Management has assessed there is no change to the measurement basis of the financial assets as a result of the

reclassification.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

5859TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
20. ACCOUNTING STANDARDS (CONTINUED)


NZ IFRS 9 replaces the ‘incurred loss’ model in NZ IAS 39 with an ‘expected credit loss’ (ECL) model. The expected

credit loss model requires an entity to account for expected credit losses and changes in those expected credit losses at

each reporting date to reflect changes in credit risk since initial recognition. In other words, it is no longer necessary for

a credit event to have occurred before credit losses are recognised. The new impairment model applies to the Group in

relation to financial assets classified at amortised cost, being the Group’s trade receivables and advances to associates.

For the current period, the Group has applied the standard’s simplified approach and has calculated ECLs for trade

receivables and advances to associates that are exposed to credit losses based on a lifetime of expected credit losses.

The Group has established a provisions matrix that is based on the Group’s historical credit loss experience adjusted

for forward looking factors specific to these balances and the economic environment. To measure the expected credit

losses, trade receivables and advances to associates that are exposed to credit losses have been grouped based on

shared credit risk characteristics and the days past due.

Based on the Group’s assessment it has assessed there to be an impairment on its trade receivables of $499,000 which

has been adjusted through retained earnings. The loss allowances for trade receivables as at 30 June 2018 reconcile to

the opening loss allowances on 1 July 2018 as follows:

Trade

Receivables

$000

At 30 June 2018 - calculated under NZ IAS 39351

Amounts restated through opening retained earnings499

Opening loss allowance as at 1 July 2018 - calculated under NZ IFRS 9850

There is no impact on the Group’s accounting for financial liabilities in the current period.

ECL in respect to advances to associates has been assessed as immaterial.

NZ IFRS 15 REVENUE FROM CONTRACTS WITH CUSTOMERS – IMPACT OF ADOPTION

The Group has adopted NZ IFRS 15 Revenue from Contracts with Customers from 1 July 2018 which resulted in changes

in accounting policies and adjustments to the amounts recognised in the financial statements. In accordance with the

transition provisions in NZ IFRS 15, the Group has adopted the new rules using the modified retrospective option and has

not restated comparatives for the 2018 financial year. In summary, the following adjustments were made to the amounts

recognised in the accumulated losses at the date of initial application (1 July 2018):

NZ IAS 18 carrying

amount

30 June 2018

Re-measurements

restated through

accumulated losses

NZ IFRS 15 carrying

amount

1 July 2018

$000$000$000

Deferred revenue-571571


Change in timing of revenue recognition

Revenue from the freighting services provided by the Group was previously recognised when the goods were collected.

The new standard requires that revenue is only recognised over time as the delivery is being performed. This has resulted

in an adjustment for revenue relating to the freighting jobs that were not delivered as at 30 June 2018.

20. ACCOUNTING STANDARDS (CONTINUED)

NZ IFRS 16 LEASES (EFFECTIVE FOR REPORTING PERIOD COMMENCING 1 JULY 2019)

This standard replaces the current guidance in NZ IAS 17. Under NZ IFRS 16, a contract is, or contains, a lease if the

contract conveys the right to control the use of an identified asset for a period of time in exchange for consideration.

Under NZ IAS 17, a lessee was required to make a distinction between a finance lease (on balance sheet) and an operating

lease (off balance sheet). NZ IFRS 16 now requires a lessee to recognise a lease liability reflecting future lease payments

and a ‘right-of-use’ (ROU) asset for virtually all lease contracts. Included is an optional exemption for lessees in respect

of certain short-term leases and leases of low value assets.

From the effective date of adoption, the income statement will also be impacted by the removal of operating lease

expenses, the recognition of an interest expense applicable to the future lease payment obligations and the recognition

of a depreciation expense in respect of the ROU asset.

This standard will change the accounting for the Group’s operating leases. As at the reporting date, the Group had non-

cancellable operating lease commitments of $282 million (refer Note 19). Upon adoption, NZ IFRS 16 will have a material

impact on a number of elements of the Group’s balance sheet and income statement, but no material impact on the

Group’s statement of cash flows.

Through the use of a technology solution designed for the management of leases, the Group has developed a model to

calculate the impact of their current operating leases under NZ IFRS 16 as at 1 July 2019, being the date of adoption. The

model requires management to make some key judgements including:

incremental borrowing rate (IBR) used to discount the ROU assets and the future lease payment obligations;

lease terms, including any rights of renewal expected to be exercised;

application of practical expedients and recognition exemptions allowed by the new standard, including in respect

low value assets and short-term leases exemptions, of which none were applied for the purposes of the initial

assessment.

The new standard allows a choice of transition methods. Management has determined that the most appropriate

approach for the Group at this point in time, will be to use the simplified modified retrospective transition method. The

Group has calculated the initial ROU asset as the equal amount of the initial lease liability recognised (which is calculated

as the present value of the remaining lease payments from the date of adoption). Using this transition method will mean

a neutral net asset outcome upon adoption of the new standard. The Group, at this stage, does not intend to restate

comparative amounts for the financial year prior to the first year of adoption.

The estimated potential impact on the balance sheet is estimated to be between $232 to $252 million increase in both

assets and liabilities equally, following the recognition of the ROU asset and the discounted future lease obligations,

respectively.

The financial impact on the income statement for the year of adoption is estimated to be an approximate reduction in net

profit before tax of $5.3 to $5.8 million. The following approximate changes to the current treatment of operating leases

in the financial statements have been estimated for the year the new standard is adopted:

a $29.2 to $29.7 million decrease in operating lease rental expenses (removed);

a $25.5 to $26.0 million increase in depreciation (relating to ROU assets); and

a $9.0 to $9.5 million increase in interest expense (relating to lease liability finance costs).

There will be no changes applicable to the Group’s cash flows as a result of adopting the new standard, as operating

lease payments will continue to be paid as usual. The adjustments above are only for financial reporting purposes.

The estimated potential financial adjustments above are expected to change at the time of adopting the new standard on

1 July 2019 for the following reasons:

finalisation of managements judgements and subsequent movements in the incremental borrowing rate (interest rates);

new lease contracts entered into by the Group;

any changes to existing lease contracts; and

change in managements judgement to exercise rights of renewals under lease agreement.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

6061TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
21. RELATED-PARTY TRANSACTIONS


21.1 TRANSACTIONS WITH KEY MANAGEMENT

a. Dividend reinvestment plan

The below table shows the shares that were issued to key management personnel under the dividend reinvestment plan

for the dividend paid on 28 September 2018 and 27 March 2019 (refer note 14).

# SharesAmount

$000

Dividend reinvestment plan - Directors314,490452

Dividend reinvestment plan - Key management employees5,0118

b. Key Management Compensation

Key management includes Directors, the MD, the CEO and his direct reports:

2019

$000

2018

$000

Salaries and other short term employee benefits

1

3,2131,974

Directors Fees416321

Share based payments - Directors-750

Share based payments - Kern Group Ltd and associates-9,696

* 2019 includes the full year impact of the new Group CEO role and the addition of several new executive roles.

21.2 TRANSACTIONS WITH OTHER RELATED PARTIES

The following transactions occurred with related parties:

2019

$000

2018

$000

Sales and purchases of goods and services

Sales of services to associates511287

Purchases of services from associates3,2602,632

Purchases from entities controlled by key management personnel

1

991,550

1

The Group leased properties from entities that are controlled by members of the Group’s key management personnel. The balance for 2018

includes rental payments made to carved out property subsidiaries prior to the reverse listing. Only $82,000 relates to ongoing rental payments

with key management personnel.

2019

$000

2018

$000

Outstanding balances arising from sales and purchases of services

Trade receivables 28536

Trade payables762496

2019

$000

2018

$000

Advances to/from related parties

ATL Limited275275

UNITE Logistics Limited217217

TNL International Australia Pty Limited3111

Eamonn Stephen Farrell86-

22. EVENTS AFTER THE REPORTING DATE

Subsequent to year end the Board of Directors have approved payment of the dividend recommended (refer note 10).

23. COMPARISON TO PROSPECTIVE FINANCIAL INFORMATION

The Group’s Investment Statement and Prospectus dated 17 November 2017 included prospective financial statements

from 1 July 2017 to 30 June 2019. Below is the actual year’s trading result covering the period 1 July 2018 to 30 June 2019,

which is compared to the prospective financial statements.


PROSPECTIVE CONSOLIDATED STATEMENT OF PROFIT OR LOSS & OTHER COMPREHENSIVE INCOME

YEAR ENDED 30 JUNE 2019

Explanation

of material

movements

ACTUAL

30 JUNE 2019

$000

PROSPECTIVE

30 JUNE 2019

$000

Revenue a.355,139332,966

Gains on disposal of assets b.873-

Dividends received 215-

Rent received / other incomeb.4,3742,578

Total Income 360,601335,544

Operating expensesc.(332,600)(304,388)

Changes in contingent considerationd.(2,600)-

Depreciation / amortisation expenses e.(13,610)(12,286)

Total Operating Expenses (348,810)(316,674)

Finance costs - interest on borrowing e.(4,156)(3,562)

Interest income on short term deposit116157

Operating surplus before income tax 7,75115,465

Share of (loss) / profit of associates (361)228

Profit Before Income Tax 7,39015,693

Income tax expense (3,026)(4,369)

PROFIT FOR THE PERIOD FROM CONTINUING

OPERATIONS

4,36411,324

Profit attributable to:

Owners of the company4,00411,105

Non-controlling interests360219

4,36411,324

Other comprehensive income:

Comprehensive Income for the Period, Net of Tax --

TOTAL COMPREHENSIVE INCOME FOR THE PERIOD,

NET OF TAX

4,36411,324

Adjusted EBITDA28,00131,157

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

6263TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
23. COMPARISON TO PROSPECTIVE FINANCIAL INFORMATION (CONTINUED)

PROSPECTIVE CONSOLIDATED BALANCE SHEET

AS AT 30 JUNE 2019


Explanation

of material

movements

ACTUAL

30 JUNE 2019

$000

PROSPECTIVE

30 JUNE 2019

$000

ASSETS

Current Assets

Cash and cash equivalents 6,3897,859

Inventories 301227

Trade and other receivables f.51,03741,270

Tax receivable160-

Advances to associates 581477

Total Current Assets 58,46849,833

Non-Current Assets

Property, plant and equipment f.92,31374,166

Intangible assets 23,90922,827

Investments in associates 1,6922,584

Total Non-Current Assets 117,91499,577

TOTAL ASSETS 176,382149,410

EQUITY

Share capital35,44930,223

(Accumulated losses) / Retained earnings (2,364)5,367

Equity attributable to owners of the parent 33,08535,590

Non-controlling interest in equity1,2371,247

TOTAL EQUITY 34,32236,837

LIABILITIES

Current Liabilities

Trade and other payables f.39,34834,997

Deferred revenue344-

Borrowings g.5,185-

Employee entitlements h.12,95710,012

Provision for other liabilities and charges225-

Tax payable -375

Total Current Liabilities 58,05945,384

Non-Current Liabilities

Borrowings g.79,13263,801

Deferred income tax liability 4,1023,388

Provisions for other liabilities and charges 767-

Total Non-Current Liabilities84,00167,189

TOTAL LIABILITIES 142,060112,573

TOTAL EQUITY & LIABILITIES 176,382149,410

23. COMPARISON TO PROSPECTIVE FINANCIAL INFORMATION (CONTINUED)


PROSPECTIVE CONSOLIDATED STATEMENT OF CASH FLOWS

FOR YEAR ENDED 30 JUNE 2019


Explanation

of material

movements

ACTUAL

30 JUNE 2019

$000

PROSPECTIVE

30 JUNE 2019

$000

Cash flows from operating activities

Receipts from customers a.354,330334,517

Interest received 116157

Dividends received 153-

Payments to suppliers and employees c.(329,046)(303,580)

Interest paid (3,885)(3,261)

Income tax paid (2,286)(4,296)

Net cash generated from operating activities 19,38223,537

Cash flows used in investing activities

Purchase of business, net of cash acquiredg.(15,000)-

Net purchase of property, plant and equipmenti.(9,172)(7,492)

Purchases of intangible assets(775)(211)

Advances to associates (152)-

Net cash used in investing activities (25,099)(7,703)

Cash flows from financing activities

Repayment of borrowingsg.(5,834)(12,000)

Proceeds from borrowingsg.16,000-

Dividends paid to shareholders / non-controlling interestsj.(941)(6,010)

Net cash flow from financing activities9,225(18,010)

Net increase in cash and cash equivalents3,508(2,176)

Cash and cash equivalents at beginning of period 2,88110,035

Cash and cash equivalents at end of period6,3897,859

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

6465TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
23. COMPARISON TO PROSPECTIVE FINANCIAL INFORMATION (CONTINUED)

EXPLANATIONS OF VARIANCES


a. The current year includes sales relating to the acquisition of the Specialist Lifting and Transport Group (refer note 17)

which was not in the Prospective Financial Information (PFI). Warehousing and storage revenue was also higher than PFI

levels due to the opening of several new facilities.

b. There were no gains on disposals of assets anticipated in the PFI. The Group entered into several sale and leaseback

transactions during the year relating to fleet. The PFI also did not include any subleasing of properties relating to NZL

Group and MOVE Logistics.

c. Operating costs were higher than anticipated due to the impact of the Specialist Lifting and Transport Group

acquisition (refer note 17). The Group also had higher vehicle lease costs above PFI level due to more fleet being leased

rather than purchased. Direct wages and occupancy costs were also higher than anticipated levels due to the new

warehousing facilities not known at the time of the PFI. The Group has also developed its senior leadership team since

listing and several of these roles were not included in the PFI.

d. There was no provision for additional contingent consideration for the acquisition of MOVE Logistics and Southern

Fleet Leasing included in the PFI. The acquired businesses have traded above expected levels which resulted in an

additional amount payable.

e. Depreciation and interest expenses are higher due to the acquisition of the Specialist Lifting and Transport Group

(refer note 17).

f. Trade receivables, trade payables and property plant and equipment are higher than forecast levels due to the

acquisition noted above. Trade receivables has also been impacted by several large customers who have contracted

extended payment terms not planned in the PFI. There were also several material customers who did not pay their

accounts due at the end of June 2019 which, still remain collectible.

g. Borrowings are higher than levels in PFI due to additional funding required to purchase Specialist Lifting and Transport

Group (refer note 17). Due to the lower levels of profit achieved when compared to the PFI the cash available to reduce

debt was impacted in this financial year.

h. Employee entitlements are above PFI levels due to the acquisition of the Specialist Lifting and Transport Group (refer

note 17) and also the timing of payroll accruals/payments not accounted for in the PFI.

i. Higher levels of capital expenditure relating to the fit out of the new warehouses were not accounted for in the PFI.

j. The Company has been operating a Dividend Reinvestment Plan which has a high participation level which was not

included in the PFI.

24. FURTHER INFORMATION ON BASIS OF PREPARATION FOR COMPARATIVE

FINANCIAL STATEMENTS


Carve-out and reverse listing

To facilitate a listing of the transport and logistics business of Transport Investments Limited (subsequently renamed

Bowker Holdings 99 Limited), “the Business”, together with the shares in a related entity, Global Logistics Limited, were

acquired by TIL Logistics Group Limited (formerly Bethunes Investments Limited), a listed non-trading company. The

acquisition was satisfied by TIL Logistics Group Limited issuing shares and paying cash to the former owners of the

Business.

As a result of the transaction, the former owners of the Business obtained control of TIL Logistics Group Limited. Due

to this, Management considered it appropriate to account for the transaction as a ‘reverse acquisition’. The ‘carved out’

Business of Transport Investments Limited (including Global Logistics Limited) was identified as the accounting acquirer,

and TIL Logistics Group Limited, the listed non-trading entity, was identified as the accounting acquiree.

Consequently, the consolidated financial statements, although under the name of TIL Logistics Group Limited, the legal

parent, represent a continuation of the carved out business operations of Transport Investments Limited. The carved out

Business of Transport Investments Limited, being the accounting acquirer, is deemed to have issued shares to obtain

control of the acquiree, TIL Logistics Group Limited. However, because TIL Logistics Group Limited, the accounting

acquiree, is not a business, the transaction is not a business combination within the scope of NZ IFRS 3. The difference

between the fair value of the shares deemed to have been issued to obtain control of TIL Logistics Group Limited, and

the fair value of TIL Logistics Group Limited’s identifiable net assets has been recognised as an equity-settled share

based payment for services received in the form of a stock exchange listing.

The comparative financial statements reflect the results of the carved out business operations of Transport Investments

Limited for the period from 1 July 2017 to 6 December 2017 and the results of the TIL Logistics Group Limited group

(which includes the transport and logistics business of Transport Investments Limited acquired) from 7 December 2017

to 30 June 2018. The equity of the ‘carved out’ Business prior to the listing transaction has been presented as ‘Invested

capital’ as the Business was not legally part of the TIL Logistics Group prior to this date. Upon listing, invested capital

has been reallocated to share capital and other reserves, being retained earnings only. The amount recognised as

share capital uses the share capital of the previous Transport Investments Limited group as a proxy, with the balance

recognised within retained earnings.

The carved out financial information has been prepared on a basis that reflects the business and assets of Transport

Investments Limited legally acquired by TIL Logistics Group Limited on 6 December 2017. Specifically, it excludes the

results and financial position of a subsidiary of Transport Investments Limited not acquired as part of the transaction. It

also excludes debt of Transport Investments Limited that was not part of the liabilities acquired, together with interest

thereon, such that the carved out results and financial position of Transport Investments Limited reflect a debt-free

business. This is not reflective of the position following the transaction, which involved TIL Logistics Group Limited

entering into a new banking facility to fund the payment of cash consideration to the former owners of the Business

acquired, together with transaction costs and the working capital requirements of the Group.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTSNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

6667TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
PricewaterhouseCoopers, 188 Quay Street, Private Bag 92162, Auckland1142, New Zealand

T: +64 9 355 8000, F: +64 9 355 8001, pwc.co.nz

Independent auditor’s report

To the shareholders of TIL Logistics Group Limited

We have audited the consolidated financial statements which comprise:

the consolidated balance sheet as at 30 June 2019;

the consolidated statement of profit or loss and other comprehensive income for the year then

ended;

the consolidated statement of changes in equity for the year then ended;

the consolidated statement of cash flows for the year then ended; and

the notes to the consolidated financial statements, which include a summary of significant

accounting policies.

Our opinion

In our opinion, the accompanying consolidated financial statements of TIL Logistics Group Limited

(the Company), including its subsidiaries (the Group), present fairly, in all material respects, the

financial position of the Group as at 30 June 2019, its financial performance and its cash flows for the

year then ended in accordance with New Zealand Equivalents to International Financial Reporting

Standards (NZ IFRS) and International Financial Reporting Standards (IFRS).

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs

(NZ)) and International Standards on Auditing (ISAs). Our responsibilities under those standards are

further described in theAuditor’s responsibilities for the audit of the consolidated financial

statementssection of our report.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for

our opinion.

We are independent of the Group in accordance with Professional and Ethical Standard 1 (Revised)

Code of Ethics for Assurance Practitioners(PES 1) issued by the New Zealand Auditing and Assurance

Standards Board and the International Ethics Standards Board for Accountants’Code of Ethics for

Professional Accountants(IESBA Code), and we have fulfilled our other ethical responsibilities in

accordance with these requirements.

Our firm carries out other services for the Group in the areas of remuneration benchmarking,

executive compensation services and financial due diligence for business acquisitions. The provision of

these other services has not impaired our independence as auditor of the Group.

PwC42

Our audit approach

Overview

An audit is designed to obtain reasonable assurance whether the

consolidated financial statements are free from material misstatement.

Overall Group materiality: $694,000, which represents approximately 2.5%

of earnings before interest, tax, depreciation and amortisation, adjusted for

expenses recognised in respect of contingent consideration on business

combinations.

We chose earnings before interest, tax, depreciation and amortisation,

adjusted for the previously mentioned transaction because, in our view, it is

the most appropriate benchmark to assess the performance of the Group for

the period.

We have determined that there is one key audit matter:

Carrying value of Move Logistics Goodwill.

Materiality

The scope of our audit was influenced by our application of materiality.

Based on our professional judgement, we determined certain quantitative thresholds for materiality,

including the overall Group materiality for the consolidated financial statements as a whole as set out

above. These, together with qualitative considerations, helped us to determine the scope of our audit,

the nature, timing and extent of our audit procedures and to evaluate the effect of misstatements, both

individually and in aggregate on the consolidated financial statements as a whole.

Audit scope

We designed our audit by assessing the risks of material misstatement in the consolidated financial

statements and our application of materiality. As in all of our audits, we also addressed the risk of

management override of internal controls including among other matters, consideration of whether

there was evidence of bias that represented a risk of material misstatement due to fraud.

We tailored the scope of our audit in order to perform sufficient work to enable us to provide an

opinion on the consolidated financial statements as a whole, taking into account the structure of the

Group, the accounting processes and controls, and the industry in which the Group operates.

Key audit matters

Key audit matters are those matters that, in our professional judgment, were of most significance in

our audit of the consolidated financial statements of the current year. These matters were addressed in

the context of our audit of the consolidated financial statements as a whole, and in forming our

opinion thereon, and we do not provide a separate opinion on these matters.

INDEPENDENT AUDITOR’S REPORTINDEPENDENT AUDITOR’S REPORT

6869TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
PwC43

Key audit matterHow our audit addressed the key audit matter

Carrying value of Move Logistics

Goodwill

The Group has recognised $15 million of

goodwill on its balance sheet. Of this

balance, $12.5 million relates to goodwill

arising on the Group’s acquisition of Move

Logistics Limited (Move Logistics).

Due to the significance of the balance and

the judgement required in determining

the value-in-use (VIU) of Move Logistics

we have determined this area to be a key

audit matter.

Annually, the Group is required to assess

whether goodwill is impaired by

comparing the carrying value against the

recoverable amount. To meet this

requirement the Group has prepared a

discounted cash flow valuation on a VIU

basis for Move Logistics.

Management’s VIU calculation uses Board

approved budgets for FY20, an estimate of

growth across the remaining four year

forecast period, and a terminal growth

rate of 2%. Management then discount

these forecast cash flows to present day.

Management exercise significant

judgement in undertaking these VIU

calculations, specifically with respect to

determining the forecast cash flows,

including forecast capital requirements,

terminal growth rate, and discount rate.

Management concluded that the carrying

value of the Move Logistics goodwill was

not impaired.

Disclosure of the Group’s impairment

assessment of Move Logistics is contained

in note 13.2.

Calculating value-in-use (VIU)

To assess the accuracy of the VIU calculation used by

management we:

tested the mathematical accuracy of the valuation

model, and

used our valuation specialist to review the

structure of the model and the methodology used

within the calculation.

Assessing the reasonableness of significant

assumptions used in the VIU model

We performed the following procedures to assess the

reasonableness of the forecast cash flows assumptions

used by management to calculate VIU:

challenged management on key assumptions

including sales growth and terminal growth rate,

agreed cash flows to the Board approved budget,

considered the reasonableness of the Group’s

discount rate by comparison to a discount rate

developed by our internal valuation expert,

assessed the Group’s forecasting accuracy by

comparing historical cash flow forecasts to actual

results,

performed a sensitivity analysis over key

assumptions to assess the impact of reasonably

possible changes, and

reviewed the consolidated financial statements to

ensure appropriate identification and disclosure of

key assumptions.

Because of the subjectivity involved in determining

VIU, there is a range of values, which can be

considered reasonable when evaluating the carrying

value of the goodwill. Based on the above procedures

there were no matters to report.

PwC44

Information other than the consolidated financial statements and auditor’s report

The Directors are responsible for the annual report. Our opinion on the consolidated financial

statements does not cover the other information included in the annual report and we do not and will

not express any form of assurance conclusion on the other information.

In connection with our audit of the consolidated financial statements, our responsibility is to read the

other information and, in doing so, consider whether the other information is materially inconsistent

with the consolidated financial statements or our knowledge obtained in the audit, or otherwise

appears to be materially misstated. If, based on the work we have performed on the other information

that we obtained prior to the date of this auditor’s report, we conclude that there is a material

misstatement of this other information, we are required to report that fact. We have nothing to report

in this regard, except that not all other information was available to us at the date of our signing.

Responsibilities of the Directors for the consolidated financial statements

The Directors are responsible, on behalf of the Company, for the preparation and fair presentation of

the consolidated financial statements in accordance with NZ IFRS and IFRS, and for such internal

control as the Directors determine is necessary to enable the preparation of consolidated financial

statements that are free from material misstatement, whether due to fraud or error.

In preparing the consolidated financial statements, the Directors are responsible for assessing the

Group’s ability to continue as a going concern, disclosing, as applicable, matters related to going

concern and using the going concern basis of accounting unless the Directors either intend to liquidate

the Group or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the consolidated financial statements

Our objectives are to obtain reasonable assurance about whether the consolidated financial

statements, as a whole, are free from material misstatement, whether due to fraud or error, and to

issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance,

but is not a guarantee that an audit conducted in accordance with ISAs (NZ) and ISAs will always

detect a material misstatement when it exists. Misstatements can arise from fraud or error and are

considered material if, individually or in the aggregate, they could reasonably be expected to influence

the economic decisions of users taken on the basis of these consolidated financial statements.

A further description of our responsibilities for the audit of the consolidated financial statements is

located at the External Reporting Board’s website at:

https://www.xrb.govt.nz/standards-for-assurance-practitioners/auditors-responsibilities/audit-

report-1/

This description forms part of our auditor’s report.

INDEPENDENT AUDITOR’S REPORTINDEPENDENT AUDITOR’S REPORT

71TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 201970TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
PwC45

Who we report to

This report is made solely to the Company’s shareholders, as a body. Our audit work has been

undertaken so that we might state those matters which we are required to state to them in an auditor’s

report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume

responsibility to anyone other than the Company and the Company’s shareholders, as a body, for our

audit work, for this report or for the opinions we have formed.

The engagement partner on the audit resulting in this independent auditor’s report is Nathan Wylie.

For and on behalf of:

Chartered Accountants

22 August 2019

Auckland

ADDITIONAL STATUTORY INFORMATION

ADDITIONAL STATUTORY

INFORMATION

DIRECTORS

The following persons were Directors of TIL Logistics as at 30 June 2019:

Director

Trevor JanesIndependent Chairman

Lorraine WittenIndependent Director

James RamsayExecutive Director

Danny ChanIndependent Director

The following persons were Directors of TIL Logistics and ceased to hold office during the year ended

30 June 2019:

DirectorDate Ceased

Greg Kern18 April 2019

INDEPENDENT AUDITOR’S REPORT

7273TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
ADDITIONAL STATUTORY INFORMATION

GENERAL DISCLOSURE OF INTERESTS BY DIRECTORS

In accordance with Section 140(2) of the Companies Act 1993, and the Financial Markets Conducts Act 2013, the

Company maintains an interests register in which all relevant transactions and matters involving Directors are recorded.

The Directors named below have made a general disclosure of interests current to 30 June 2019.

Director Name of Business or Entity Nature of Activities

of that Business or Entity

Nature and Extent

of Your Interest

Trevor Janes Abano Healthcare Ltd Dental Provider Director and Chair of

RAAC Committee

NZ Markets Disciplinary Tribunal NZX Regulator Member

Postal Network Access CommitteePostal Regulation Member

Tokelau International Investment Fund Investment Chair

Lorraine Witten Rakon LimitedGlobal Technology Business Director, Shareholder and

Chair of Audit and Risk

vWork LimitedSoftware for Mobile Workforce Chair and Shareholder

Simply Security Security Guard Services Chair and Shareholder

Corrections DepartmentNZ Prison ServiceAdvisor to Audit & Risk

Horizon Energy GroupEnergy Distribution CompanyDirector and Chair of

Audit and Risk

Danny Chan Farmers Mutual Group InsuranceDirector

SimTutor Limitede-learningDirector/Shareholder

Superthriller Jet Sprint LimitedEntertainmentShareholder

Fastcom LimitedIT ServicesShareholder

iMonitor Intellectual Property Ltd Temperature MonitoringShareholder

The Digital Café LimitedDigital Promotion/MarketingShareholder

QEX Logistics LimitedLogisticsDirector

Flowerzone International LtdFlower ExporterDirector/Shareholder

Abano Healthcare LtdDental ProviderDirector

Marlborough Wine Estates Group LtdWine ManufacturerDirector

Auckland Tourism Events and

Economic Development Ltd

Economic DevelopmentDirector

NZ Markets Disciplinary TribunalNZX RegulatorMember

Orient Pacific Management Limited Financial ServicesDirector/Shareholder

James RamsayHooker Bros Investments LtdInvestmentDirector/Shareholder

Bowker Holdings 99 LtdInvestmentDirector

Hooker Bros (1989) LimitedInvestmentDirector/Shareholder

Hooker Bros (2019) LimitedInvestmentDirector/Shareholder

No entries were made in the interests register of any subsidiary companies during the year ended 30 June 2019.

ADDITIONAL STATUTORY INFORMATION

DIRECTORS SHARE DEALINGS

In accordance with the Companies Act 1993 and the Financial Markets Conduct Act 2013, the Board has received

disclosures from the Directors named below of acquisitions or dispositions of relevant interest (as defined in the Financial

Markets Conduct Act 2013) in the Company between 1 July 2018 and 30 June 2019, and details of those dealings were

entered in the Company’s interests register.

Director TransactionNumber of

Shares

Price per

Share

Date

Trevor Janes Dividend Reinvestment Plan 20183,988$1.6128 September 2018

Trevor JanesDividend Reinvestment Plan 2019 Interim Dividend5,015$1.4127 March 2019

Trevor JanesOff Market Acquisition250,000$1.2018 April 2019

Trevor Janes

1

Dividend Reinvestment Plan 20189,523$1.6128 September 2018

Trevor Janes

1

Dividend Reinvestment Plan 2019 Interim Dividend11,989$1.4127 March 2019

Danny ChanDividend Reinvestment Plan 201810,191$1.6128 September 2018

Danny ChanDividend Reinvestment Plan 2019 Interim Dividend12,816$1.4127 March 2019

Danny ChanOff Market Acquisition465.696$1.2018 April 2019

Lorraine WittenDividend Reinvestment Plan 20181,329$1.6128 September 2018

Lorraine WittenDividend Reinvestment Plan 2019 Interim Dividend1,671$1.4127 March 2019

James Ramsay

2a

Dividend Reinvestment Plan 20188,862$1.6128 September 2018

James Ramsay

2b

Dividend Reinvestment Plan 20188,862$1.6128 September 2018

James Ramsay

5

Off Market Disposal2,468,900$1.5010 October 2018

James Ramsay

5

Dividend Reinvestment Plan 2018880,757$1.6128 October 2018

James Ramsay

5

Off Market Disposal of Shares150,000$1.5021 November 2018

James Ramsay

3a

Acquisition by in specie distribution1,078,628$1.6130 November 2018

James Ramsay

3a

Acquisition by in specie distribution1,078,628$1.6130 November 2018

James Ramsay

4

In specie distribution55,262,522$1.6130 November 2018

James Ramsay

3b

Acquisition by in specie distribution5,905,85631 January 2019

James Ramsay

3b

Acquisition by in specie distribution5,146,64931 January 2019

James Ramsay

2a

Dividend Reinvestment Plan 2019 Interim Dividend120,121$1.4127 March 2019

James Ramsay

2b

Dividend Reinvestment Plan 2019 Interim Dividend120,121$1.4127 March 2019

James RamsayOff Market Acquisition200,000$1.2018 April 2019

Gregory Kern

6a

Dividend Reinvestment Plan 201862,824$1.6128 September 2018

Gregory Kern

6a

Off Market Disposal1,000,000$1.5028 September 2018

Gregory Kern

6a

Off Market Disposal1,000,000$1.5010 October 2018

Gregory Kern

6a

Off Market Disposal150,000$1.5021 November 2018

Gregory Kern

6a

Dividend Reinvestment Plan 2019 Interim Dividend61,589$1.4127 March 2019

Gregory Kern

6b

Dividend Reinvestment Plan 2019 Interim Dividend2,817$1.4127 March 2019

Gregory Kern

6c

Dividend Reinvestment Plan 2019 Interim Dividend2,267$1.4127 March 2019

Gregory Kern

6a

Off Market Disposal4,148,232$1.2018 April 2019

Gregory Kern

6b

Off Market Disposal189,754$1.2018 April 2019

Gregory Kern

6c

Off Market Disposal152,710$1.2018 April 2019

7475TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
ADDITIONAL STATUTORY INFORMATION

Notes to Director Share Dealings

1

Shares held by Selenium Corporation Limited - Trevor Janes has a relevant interest in shares in TIL Logistics Limited

held by Selenium Corporation Limited.

2a

Shares held by James Ramsay, Nerida Joy Ramsay & RMY Trustees (2010) Limited as trustees of the James Ramsay

Family Trust.

2b

Shares held by James Ramsay, Nerida Joy Ramsay & RMY Trustees (2010) Limited as trustees of the Nerida Joy Ramsay

Family Trust.

3a

Shares previously held by Bowker Holdings 99 Limited transferred to James Ramsay, Nerida Joy Ramsay & RMY

Trustees (2010) Limited as trustees of the James Ramsay Family Trust and the Nerida Joy Ramsay Family Trust.

3b

Shares previously held by Hooker Bros Entities transferred to James Ramsay, Nerida Joy Ramsay & RMY Trustees

(2010) Limited as trustee of the James Ramsay Family Trust and the Nerida Joy Ramsay Family Trust.

4

Shares held by Hooker Bros Entities - James Ramsay has a relevant interest in shares in the Company held by Hookers

Bros Entities (Hooker Bros. Investments Limited and Hooker Bros. (1989) Limited).

5

Shares held by Bowker Holdings 99 Limited - James Ramsay has a relevant interest in shares in the Company held by

Bowker Holdings 99 Limited.

6a

Shares held by Kern Group (Logistics) Pty Limited - Gregory Kern has a relevant interest in shares in the Company held

by Kern Group (Logistics) Pty Ltd.

6b

Shares held by Kern Group Pty Limited - Gregory Kern has a relevant interest in shares in the Company held by Kern

Group Pty Ltd.

6c

Shares held by Kern Consulting Group Super Fund - Gregory Kern has a relevant interest in shares in the Company

Kern Consulting Group Super Fund.

Greg Kern resigned as a Director with effect from 18 April 2019.

DIRECTORS SHAREHOLDINGS INTERESTS

As at 30 June 2019

DirectorTotal Shares Held

Trevor Janes1,247,182

Lorraine Witten103,000

Danny Chan1,255,370

James Ramsay15,001,266

USE OF COMPANY INFORMATION

There were no notices from Directors of the Company pursuant to section 145 of the Companies Act 1993 requesting to

use Company information received in their capacity as directors that would not otherwise have been available them.

ADDITIONAL STATUTORY INFORMATION

REMUNERATION OF DIRECTORS

The table below sets out the total of the remuneration and the value of other benefits received by each Director.

Director Board FeesAudit & Risk Committee FeesGovernance & Remuneration Committee FeesTotal Remuneration FY19Total Remuneration FY18

Trevor Janes130,000--130,000525,833

Lorraine Witten70,00010,000-80,000196,666

James Ramsay70,000--70,00040,833

Greg Kern

1

58,333-8,33366,6679,742,171

Danny Chan70,000--70,000190,833

1

Greg Kern resigned from the Board in April 2019

SUBSIDIARY COMPANY DIRECTORS

The following persons held office in subsidiary companies as at 30 June 2019. Employee directors of subsidiary

companies appointed by the Group do not receive director’s fees or other benefits in their capacity as director. The

remuneration of such employees, received as employees, are included in the relevant bands for remuneration disclosed

under Employee Remuneration on page 76.

Company Directors

Alpha Customs Services LimitedClayton Imbs Alan Terris Lee Banks

Appian Transport Limited James RamsayLee BanksAlan Pearson

Global Logistics Group Limited James Ramsay Alan Terris Lee Banks

Hookers Shipping Lmited James RamsayAlan Terris Lee BanksAlan Pearson

McAuley's Transport Limitd James RamsayAlan PearsonLee Banks

MOVE Logistics Limited James RamsayAlan Terris Lee BanksAlan Pearson

NZL Group Limited James RamsayAlan Terris Lee Banks

Pacific Asset Leasing Limited James RamsayAlan Terris Lee BanksAlan Pearson

Pacific Fuel Haul Limited James RamsayAlan Terris Lee BanksAlan Pearson

Southern Fleet Leasing LimitedJames RamsayAlan Terris Lee BanksAlan Pearson

Transport Investments Limited Danny ChanTrevor JanesJames RamsayLorraine Witten

TIL Freighting Limited James RamsayAlan Terris Lee BanksAlan Pearson

Specialist Lifting and Transport Group LimitedJames RamsayAlan PearsonLee Banks

TNL Logistics Limited James RamsayAlan Terris Lee Banks

TNL International Limited Clayton Imbs John LowdenShayne MiersAlan Terris

Transport Nelson Limited James RamsayGregory Whitham Lee BanksAlan Pearson

Pacific Liquid Logistics LimitedLee BanksAlan PearsonJames Ramsay

During the year of 30 June 2019 Gregory Whitham resigned as Director of Alpha Customs Services Limited, Appian

Transport Limited, Global Logistics Limited, Hookers Shipping Limited, McAuley’s Transport Limited, MOVE Logistics

Limited, NZL Group Limited, Pacific Asset Leasing Limited, Pacific Fuel Haul Limited, Southern Fleet Leasing Limited, TIL

Freighting Limited, Specialist Lifting and Transport Group Limited, TNL Logistics Limited.

Gregory Kern resigned as a Director during the year from Global Logistics Group Limited and Transport Investments

Limited.

Russell Daly resigned as a Director during the year from Global Logistics Group Limited.

7677TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019ADDITIONAL STATUTORY INFORMATION
CEO REMUNERATION DISCLOSURE

FY19

SalaryBenefitsFixed Remuneration SubtotalShort Term Incentive (STI)Long Term Incentive (LTI)Incentive Subtotal Total Remuneration (single figure)

$$$$$$$

Alan Pearson440,00040,306480,306190,000-190,000670,306

FY18

James Ramsay100,00014,345114,345---114,345

Alan Pearson126,9238,727135,650---135,650

Notes to CEO Remuneration

1. Alan participates in a short term incentive (STI) scheme and a long-term incentive (LTI) performance share rights plan. The STI that

applies is based on operational performance and qualitative factors. The LTI is yet to be finalised.


EMPLOYEE REMUNERATION

The number of employees of the Company (not being directors of the Company) who received remuneration and other

benefits in their capacity as employees during the year ended 30 June 2019 that in value was or exceeded $100,000 per

annum was as follows:

Remuneration No. of Employees

$100,000 - $109,99978

$110,000 - $119,99981

$120,000 - $129,99929

$130,000 - $139,99918

$140,000 - $149,9999

$150,000 - $159,9994

$160,000 - $169,9991

$170,000 - $179,9993

$180,000 - $189,9992

$190,000 - $199,9991

$210,000 - $219,9991

$220,000 - $229,9991

$240,000 - $249,0002

$250,000 - $259,0001

$300,000 - $309,9991

$670,000 - $679,9991

SPREAD OF SECURITY HOLDERS

As at 30 June 2019

Size of Shareholding Number of HoldersTotal Shares Held % of Shares

1-1000797149,6870.17%

1100-500083238,5480.28%

5001-1000037301,2630.35%

10001-100000521,804,1412.09%

100001 or more 5183,853,96997.11%

1,02086,347,608100.00%

SHAREHOLDER INFORMATION

The names and holdings of the twenty largest registered shareholders in the Company as at 30 June 2019 were:

Total Shares Held % of Shares

Gregory Whitham 12,682,667 14.69%

Kevin Garnet Smith11,921,53713.81%

Larry William Stewart & Kaylene Joy Stewart & SR Taranaki Trustees Limited11,921,53613.81%

Alan Terris11,235,06613.01%

James Ramsay & Nerida Joy Ramsay & RMY Trustees (2010) Limited 7,400,5318.57%

James Ramsay & Nerida Joy Ramsay & RMY Trustees (2010) Limited 7,400,530 8.57%

New Zealand Central Securities Depository Limited4,139,8484.79%

David Gregory Carr & Lynette Maree Duncan2,666,6673.09%

Danny Chan 1,255,3701.45%

Alan Paul Terris & Moya Ruth Terris & Terris Trustees Limited 1,200,0111.39%

Barry Francis Walker1,164,2711.35%

Selenium Corporation Limited 938,1791.09%

Rangatira Limited700,0000.81%

Kerry Girdwood698,5830.81%

GEO Stephen520,4980.60%

Graeme Finch442,0880.51%

Brian Finch442,0750.51%

Alan Pearson 381,6680.44%

Brendan Gerard Paul Prendergast & Joanne Maree Prendergast 333,334 0.39%

Catrina Gabrielle Jane Daly332,0370.38%

ADDITIONAL STATUTORY INFORMATION

7879TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019ADDITIONAL STATUTORY INFORMATION
SUBSTANTIAL PRODUCT HOLDERS

The following substantial product holder information is given pursuant to section 293 of the Financial Markets Conduct

Act 2013. As at 30 June 2019, details of the substantial product holders in the Company and their relative interests in the

Company’s ordinary shares are shown in the table below. The total number of listed voting securities (ordinary shares) of

the Company as at 30 June 2019 was 86,347,608.

Date of Notice Number of Shares

James Ramsay, Nerida Joy Ramsay & RMY Trustees (2010) Limited18 April 201914,801,061

James Ramsay

1

18 April 201915,001,263

Gregory Peter Whitham18 April 201912,682,667

Alan Paul Terris

2

18 April 201912,435,077

Kaylene Stewart, Larry Stewart & SR Taranaki Trustees Limited4 February 201911,728,033

Kevin Garnet Smith4 February 201911,728,034

1

This includes the 14,801,061 shares held by James Ramsay, Nerida Joy Ramsay & RMY Trustees (2010) Limited referred to above.

2

This includes 1,200,011 shares held by Alan Paul Terris, Moya Ruth Terris & Terris Trustee Limited.

OTHER INFORMATION

Auditor’s Fees

PwC has continued to act as auditor of TIL Logistics Group and its subsidiaries. The amount is payable by TIL Logistics

Group.

During the year ended 30 June 2019, the amount payable by TIL Logistics Group to PwC as audit and review fees was

$300,000. The amount of fees payable to PwC for non-audit work during the year ended 30 June 2019 was $143,000.

This is detailed in Note 8 of the Financial Statements section of the Annual Report.

Donations

The Company and its subsidiaries made donations totalling $17,000 during the year ended 30 June 2019.

CORPORATE GOVERNANCE

CORPORATE GOVERNANCE

At TIL Logistics, we believe that good corporate governance is essential to protect the interests of investors and create

and enhance value over the short and long term. We are committed to conducting business in the right way, ethically and

in line with our legal and regulatory obligations.


The Board has adopted corporate policies and procedures that reflect best practice and we follow the principles and

recommendations of the NZX Corporate Governance Code (the Code). We believe that the Company’s corporate

governance practices in FY19 are materially in line with the Code, with further work being undertaken in some areas to

ensure full compliance. The following pages summarise our corporate governance practices and progress in FY19.

TIL Logistics takes a continuous improvement approach to corporate governance and policies are reviewed on a regular

basis in line with best practice. Key governance policies and charters can be viewed on the TIL Logistics website at

https://www.til.kiwi/investor-area/governance/

ETHICAL BEHAVIOUR

TIL Logistics expects its Directors and staff to act with integrity and professionalism and undertake their duties in the

best interests of the Company. The Company’s Code of Ethics is available on the Company website and is available to all

staff.

The Code of Ethics is included in the New Employee Induction pack and all employees are required to attest that they

have reviewed and understand the scope of relevant governance policies.

TIL Logistics encourages employees to speak out if they have concerns about any area of the Company. The avenues for

doing so are detailed in the Company’s Whistleblower Policy which is on the Company website.

The Securities Trading Policy, along with the Financial Markets Conduct Act 2013, imposes limitations and requirements

on Directors and employees in dealing in the Company’s shares. These limitations prohibit dealing in shares while in

possession of inside information and impose requirements for seeking consent to trade.

BOARD COMPOSITION AND PERFORMANCE

The TIL Logistics Board comprises three independent Directors and one Executive Director. Each Director has

experience, skills and expertise that are of value to the Company. Profiles of Directors are available on the Company

website. Directors’ interests are disclosed on page 72 of the Annual Report.

In order for a Director to be independent, the Board has determined that he or she must not be an executive of TIL

Logistics Group and must have no disqualifying relationships. Independence will be determined by the NZX Listing Rules

and having had regard to the factors described in the NZX Corporate Governance Code.

The roles and responsibilities of the Board are detailed in the Board Charter, which is reviewed at least every two years

and is available on the Company website. The Board’s primary objective is to enhance shareholder value and protect the

interests of other stakeholders by improving corporate performance and accountability.

The Board has delegated authority for day to day leadership and management of the business to the Group CEO, who in

turn has sub-delegated authority to other Company management with specified financial and non-financial limits. There

is a Delegations of Authority Policy, which is reviewed annually by the Board.

The number of elected Directors and the procedure for their retirement and election at Annual Meetings is determined in

accordance with the Company Constitution and NZX Listing Rules.

All Directors are involved in the consideration of Board composition and nominations and take into account a number of

factors including qualifications, capability, experience, judgement and skills, and the ability to work with other Directors.

Shareholders may also nominate candidates for election to the Board. Reference checks are carried out on all candidates

and key information about candidates is provided to shareholders to assist their decision as to whether or not to elect or

re-elect a candidate. New Board members enter into written agreements with TIL Logistics, outlining the terms of their

appointment.

TIL Logistics’ Chair is required to be an independent Director. The Board supports the separation of the roles of Chair and

CEO and the appointment of an Independent Chair.

8081TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019CORPORATE GOVERNANCE
Directors are encouraged to undertake appropriate training and education to ensure they remain current on how to

best perform their duties. In addition, management provide regular updates on relevant industry and Company issues,

including briefings from senior executives.

All Directors have access to executives to discuss issues or obtain information on specific areas in relation to matters

to be discussed at Board meetings, or other areas as they consider appropriate. The Board Committees and Directors,

subject to the approval of the Board Chair, have the right to seek independent professional advice at the Company’s

expense, to enable them to carry out their responsibilities.

The Company has arranged a policy of Directors’ and Officers’ liability insurance which is underwritten by Vero Liability

Insurance Limited. This ensures that any monetary loss suffered by Directors and Officers, as a result of actions

undertaken by them as Directors or Officers, is capped to specified limits (subject to legal requirements or restrictions).

The Board monitors its own performance and will, from time to time, commission an external review to assess the

performance of individual Directors and the Board’s effectiveness.

The Company has written agreements with each Director, outlining the terms of their appointment.

The Board is satisfied that each Director has the necessary time available to devote to the position, broadens the Board’s

expertise and has a personality that is compatible with the other Directors.

DIVERSITY

Diversity at TIL Logistics refers to characteristics of individuals and includes factors such as gender, marital status,

religious belief, colour, race, ethnic or national origin, disability, age, political opinion, employment status, family status

or sexual orientation. It encompasses the ways our people differ in terms of their education, life experience, job function,

work experience, personality, location and career responsibilities. The key aspects that we are seeking are diversity

of thinking and skills, as these attributes are most likely to assist TIL Logistics in delivering better outcomes for our

stakeholders.

Diversity at TIL Logistics is about the commitment to equal employment opportunities and treating all individuals fairly

and with respect. TIL Logistics has a diverse workforce and we recognise that everyone has individual differences which

can be leveraged to create stronger teams and which will ultimately drive stronger business performance.

Our approach to diversity is outlined in the Diversity Policy, which is available on the Company website.

Key areas of focus are:

Recruitment and retention of a diverse workforce

Supportive working environment

People development

Recognition and reward based on merit

As at 30 June 2019, females represented 18% (2018: 8%) of Directors and Officers of the Company (an officer is a person

who reports directly to the CEO). Females represented 16% (2018: 15%) of all employees of the Company.

FY19FY18

Female MaleFemaleMale

Directors 1314

Officers21108

All Employees 2421,2692141,189

Measurable objectives to be set under our Diversity Policy are yet to be finalised.


BOARD COMMITTEES

The Board has delegated a number of its responsibilities to Committees to assist in the execution of the Board’s

responsibilities. The use of Committees allows issues requiring detailed consideration to be dealt with separately by

members of the Board with specialist knowledge and experience, thereby enhancing the efficiency and effectiveness of

the Board. However, the Board retains ultimate responsibility for the functions of its Committees and determines their

responsibilities.

The Committees meet as required and have terms of reference (Charters), which are approved and reviewed by the

Board.

CORPORATE GOVERNANCE

Minutes of each Committee meeting are forwarded to all members of the Board, who are all entitled to attend any

Committee meeting. Each Committee is empowered to seek any information it requires from employees in pursuing its

duties and to obtain independent legal or other professional advice.

The membership and performance of each Committee is reviewed annually.

Management attendance at Committee meetings is by invite only.

Special purpose Committees may be formed to review and monitor specific projects with senior management. In the

case of a takeover offer, TIL Logistics would engage expert legal and financial advisors to provide advice on procedure.

Formal Takeover protocols are being developed and will be available in FY20. As a result, TIL Logistics is not in full

compliance with Recommendation 3.6 of the NZX Corporate Governance Code.

The Board committees as at 30 June 2019 were:

CommitteeRoleMembers

Risk Assurance and Audit CommitteeAssist the Board in its oversight of the integrity

of financial reporting, financial management and

controls, external audit quality and independence,

and the risk management framework.

Lorraine Witten (Chair)

Trevor Janes

James Ramsay

Danny Chan

Governance and Remuneration

Committee

Assist the Board to establish and maintain a strong

governance framework overseeing the management

of the company’s people, remuneration and

diversity policies.

Trevor Janes

James Ramsay

Attendance at Board and Committee Meetings

Board

Risk Assurance

and Audit

Committee

Governance &

Remuneration

Committee

TOTAL MEETINGS HELD1292

Trevor Janes 1292

Lorraine Witten 118-

James Ramsay 1282

Danny Chan1292

Greg Kern (resigned 18 April 2019)982

REPORTING AND DISCLOSURE

TIL Logistics is committed to keeping investors and the market informed of all material information about the Company

and its performance, in a timely manner. In addition to all information required by law, we also seek to provide sufficient

meaningful information to ensure stakeholders and investors are well informed.

The Company’s Continuous Disclosure Policy sets out the principles and requirements of this commitment to timely and

balanced disclosures.

Key corporate governance policies are available on TIL Logistics’ website at

https://www.til.kiwi/investor-area/governance/

Financial Reporting

For the financial year ended 30 June 2019, the Directors believe that proper accounting records have been kept which

enable, with reasonable accuracy, the determination of the financial position of the Company and facilitate compliance

of the financial statements with the Financial Markets Conduct Act 2013. The Chief Executive Officer and Chief Financial

Officer have confirmed in writing that TIL Logistics Group’s external financial reports present a true and fair view in all

material aspects.

8283TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019CORPORATE GOVERNANCE
Non-financial reporting

TIL Logistics has a number of initiatives supporting its focus on the environment, people and communities. A process

to measure carbon emissions and develop a formal ESG framework is currently underway and the Company will report

against this at the end of the next financial year. As a result, TIL Logistics is not in full compliance with Recommendation

4.3 of the NZX Corporate Governance Code. TIL Logistics discusses its strategic objectives and its progress against these

in the Chair and CEO’s commentary in shareholder reports.

REMUNERATION

Remuneration of Directors and senior executives is the key responsibility of the Governance and Remuneration

Committee. External advice has been sought to ensure remuneration is benchmarked to the market for senior

management positions and Board positions.

Details of Director and Executive Remuneration in FY19 are provided on pages 75 to 76.

RISK MANAGEMENT

The Board has overall responsibility for the Company’s system of risk management and internal control and has

procedures in place to provide effective control within the management and reporting structure.

In addition, the Risk Assurance and Audit Committee (RAAC) provides an additional and more specialised oversight of

Company risks. The RAAC Charter details the specific responsibilities of the Committee regarding Risk Assurance.

Financial statements are prepared monthly and are reviewed by the Board progressively throughout the year to monitor

management’s performance against budget goals and objectives, and the Board requires managers to identify and

respond to risk exposures.

A structured framework is in place for capital expenditure, including appropriate authorisation and approval levels which

place a high emphasis on the commercial logic for the investment. The Board has set limits to management’s ability to

incur expenditure, enter contracts and acquire or dispose of assets.

Risk profiles which identify, assess, monitor and report the Company’s key business risks are formally reviewed by the

Board annually. These risk profiles also identify the key risk mitigation strategies which are in place. A summary is below:


Key RiskMitigation

CompetitionTIL is focused on continually improving its offer to customers and enhancing

the customer experience. Investment is being made into IT and capacity

to further strengthen TIL’s end to end supply chain offer and enhance the

customer experience.

Financial risksManaging financial risk is an ongoing process in all businesses.

A key focus for business managers is cash flow management. Financial

policies and procedures are in place and monitored to ensure the business is

managed within the limits on a continuous basis. This risk is managed by the

Board Risk & Assurance and Audit Committee.

Crisis EventsNatural disasters and other crisis events in New Zealand can have an impact

on how we operate our business. The Group is implementing a proactive

risk management approach for each Division in the areas of supply chain,

employees and business infrastructure in case of a natural disaster. Business

Continuity Plans are in place for each business and pre- and post-disaster

planning reviews are conducted.

EconomyWe carefully monitor economic trends and each business is tasked with

identifying potential risks and developing strategic plans which take these

into account.

Cyber SecurityThe company has data security systems and protocols in place, which are

continuously reviewed and updated for improvement.

Cyber Security Audits are undertaken on a regular basis.

Health & SafetyWe have a programme and policies focused on identifying and mitigating

health and safety risks within the business. We monitor and measure key

metrics and report on these regularly to the Board. Preventative and recovery

processes and controls are implemented across the business.

CORPORATE GOVERNANCE

Crisis plans have been developed along with agreed protocols on actions to be taken and external and internal

communication protocols.

Occupational Health and Safety statistics and reported data from each business are reviewed at each Board meeting.

This includes serious and minor incidents along with near misses and corrective actions and internal training schemes.

The Board as a whole is responsible for monitoring corporate risk assessment processes and this is not delegated to a

subcommittee.

HEALTH AND SAFETY

Staying safe, keeping others safe, and being corporately responsible are fundamental to what we are as an organisation.

Operating our business in this way helps us deliver on our vision of “No Harm to People, the Environment or Assets”.

Paying close attention to safety, wellbeing, sustainability, ethics and integrity go hand in hand with that vision.

The Board is committed to taking all reasonably practicable steps to ensure a high quality, safe and healthy environment

for all TIL Logistics people, our visitors, partners and those we interact with on the road. This means, we make the safety

and wellbeing of our employees, contractors and communities our priority.

People safety is a key priority, one of our core values and an essential component to everything we do. Our ambition is

zero fatalities. We are committed to developing, improving and reinforcing our safety culture. The key to this is improving

leadership capacity and simplifying our tools and systems.

We track safety performance to identify patterns to help prevent incidents – for example, by determining fatigue trends

we can schedule activities to avoid particular times of the day when we know incidents are more likely to occur. “Health,

Safety and Sustainability” results and reported data from each Business Unit and at a Group level, are reviewed Monthly

at each National Health & Safety Committee Meeting and at each Board meeting. This includes training, serious accident,

incident and minor event data as well as near misses, observations and corrective actions.

Over the next year we will be taking steps to operationalise our safety and sustainability teams with a revised focus and

functional framework, using improved measurement and analytics tools, “in cab” technologies and other technology

that move us beyond traditional safety metrics – bringing factors like weather and vehicle data into the picture – to

identify leading indicators of injuries and illness and factoring our learnings into revised safety practices in all parts of our

business.

AUDITORS


External audit

For the year ended 30 June 2019, PricewaterhouseCoopers was the external auditor of TIL Logistics Group Limited.

The Risk Assurance and Audit Committee monitors the ongoing independence, quality and performance of the external

auditors and audit partner rotation. The Committee pre-approves any non-audit work undertaken by PwC. The non-audit

services in the year ended 30 June 2019 are set out in the Annual Report. Those services were provided in accordance

with the company’s External Auditor Independence Policy and were assessed by the Risk Assurance and Audit

Committee as not affecting PwC’s independence. The fees paid for audit and non-audit services in FY19 is identified on

page 78 of the Annual Report. The external auditors will attend the 2019 Annual Shareholders Meeting.

Internal Audit

TIL Logistics has a number of internal controls, including controls for computerised information system, security, business

continuity management, insurance, health and safety, conflicts of interest, and prevention and identification of fraud. A

formal Internal Audit function and framework is being developed and will be fully implemented in FY20 with it having

conducted internal audits in FY19 using external resources.

8485TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019
SHAREHOLDER RIGHTS AND RELATIONS

The Board is committed to open and regular dialogue and engagement with shareholders. TIL Logistics has developed

an investor relations programme which includes regular dialogue with investors, analysts and investor meetings, and

earnings announcements. The programme is designed to provide shareholders and other market participants the

opportunity to obtain information, express views and ask questions.

Shareholders are actively encouraged to attend the Annual Meeting and may raise matters for discussion at this event,

and vote on major decisions which affect TIL Logistics. Voting is by poll, upholding the ‘one share, one vote’ philosophy.

Shareholders are also able to vote by proxy ahead of meetings without having to physically attend those meetings.

Shareholders are encouraged to communicate with the Company and its share registry electronically.

In addition to shareholders, TIL Logistics has a wide range of stakeholders and maintains open channels of

communication for all audiences, including brokers, the investing community and the New Zealand Shareholders’

Association, as well as its staff, suppliers and customers.

TIL Logistics has a number of policies which uphold stakeholder interests Including but not limited to the Securities

Trading Policy, Market Disclosure Policy and Code of Conduct.

GLOSSARY

Non-GAAP financial information: TIL Logistics Group uses several non-GAAP measures when discussing financial

performance. These include Earnings Before Interest, Tax, Depreciation and Amortisation, Share of (Loss)/Profit of

Associates and Impairment of Goodwill (EBITDA), adjusted EBITDA excluding non-trading costs and adjusted Net Profit/

Loss After Tax (NPAT/NLAT) excluding non-trading costs. Management believes that these measures provide useful

information on the underlying performance of TIL Logistics’ business.

EBITDA refers to Earnings Before Interest, Tax, Depreciation and Amortisation excluding income from associates. EBITDA

is a non-GAAP profit measure.

NPAT/NLAT refers to net profit/loss after tax.

Adjusted EBITDA/Adjusted NPAT: Removes the impact of non-trading costs. The Board believes this provides a better

reflection of the company’s underlying performance.

CORPORATE GOVERNANCE

DIRECTORS

Danny Chan

Appointed 6 December 2017

Trevor Janes

Appointed 6 December 2017

James Ramsay

Appointed 6 December 2017

Lorraine Witten

Appointed 6 December 2017

RISK ASSURANCE & AUDIT COMMITTEE

Lorraine Witten (chair)

Trevor Janes

James Ramsay

Danny Chan

GOVERNANCE AND REMUNERATION

COMMITTEE

Trevor Janes

James Ramsay

REGISTERED OFFICE AND ADDRESS

FOR SERVICE

330 Devon Street East

New Plymouth

AUDITORS

PricewaterhouseCoopers

PwC Tower

Level 22

188 Quay Street

Auckland

BANKERS

ASB Bank

North Wharf

12 Jellicoe Street, Auckland

SOLICITORS

Harmos Horton Lusk Limited

Vero Centre

48 Shortland Street, Auckland

SHARE REGISTRAR

Link Market Services Limited

Deloitte Centre

80 Queen St, Auckland

DIRECTORY

DIRECTORY

8687TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019TIL LOGISTICS GROUP LIMITED ANNUAL REPORT 2019

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.