Reclassification fr HFT to AFS

There’s a qn from Kaplan Prac Exam 2014:

Petrovich determines from the financial statement footnotes that Fisher reported an unrealized gain in its most recent income statement related to debt securities that are designated at fair value. Competitor firms following U.S. GAAP classify similar debt securities as available-for-sale. For comparison purposes, Petrovich decides to reclassify Fisher Global’s debt securities as available-for-sale. Ignoring any effect on income taxes, which of the following best describes the effects of the necessary adjustments? A. Net income is lower and asset turnover is higher. B. Return on assets is lower and debt-to-equity is lower. C. Return on equity is lower and debt-to-total capital is not affected. Answer: C U.S. GAAP requires that unrealized gains and losses on available-for-sale securities be reported in comprehensive income as parr of shareholders’ equity. The appropriate adjustment to Fisher’s statements is to decrease net income by the amount of the gain. Lower net income will result in lower ROA and ROE (lower numerators). Lower net income results in lower retained earnings. However. the gain increases other comprehensive income; thus, total equity does not change. In summary, assets, liabilities and total equity are not affected by the adjustment; thus, asset turnover. debt-to-equity and debt-to-toral capital are not impacted. /-------------------------------------------------------------/ May I know why the adjustment is to decrease NI and increase OCI? From CFA Book 2 P.117, “If a security initially classified as held for trading is reclassified as available-forsale, any unrealized gains and losses (arising from the difference between its carrying value and current fair value} are recognized in profit and loss.”

Unrealised gain is subtracted from the initial higher Net Income, which reduces it, and a line is recognised in OCI which increases OCI balance. Since both OCI and Retained Earning flow directly to equity, then the value of equity should not reduce, as its effect when it was in Income Statement is retained when it is transfered to OCI.

So, in that case, Debt-to-capital will remain the same, and definitely, NI will reduce.

Securities classified as Unrealised Gains/Losses on Available for Sale securities flow directly into OCI, and not IS, so when a company records its in IS, we make an adjustment by subtracting it from IS and adding it to OCI.

Cheers.

I don’t know why I have in my notes-

Reclassification of financial assets:

AFS --> F.V. through P/L : Transfer out of OCI F.V. through P/L --> Any : Income statement

In this case, shouldn’t the matter in that question be going into income statement?

Hi olajideanuoluwa001, thanks for replying. My question is exactly:

for reclass from HFT to OCI, why do we need to reduce net income due to the unrealised gain, when the CFAI text states that any unrealised gain/loss r recognised directly on the NI.

Because in AFS class unrealized gain/loss are not in NI than are recorded directly in OCI. OCI is

part of equity but that is not Net Income which is derived from P/L.