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Microlesson · 5-min read

Control, Significant Influence, and Risks in Related Party Transactions

## SA 550: Control, Significant Influence & Risks in Related Party Transactions

### Government-Controlled Entities — Special Exception

Entities under common control by a state (national, regional, or local government) are not considered related parties unless they:

  • Engage in significant transactions with each other, OR
  • Share resources to a significant extent

> Example: Gujarat State's Agriculture Dept and Infrastructure Dept are not automatically related parties merely because the same government controls both.

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### Control vs. Significant Influence

ConceptMeaning
ControlPower to govern financial and operating policies to obtain benefits
Significant InfluencePower to participate in financial/operating policy decisions — but not control

Significant influence can be gained through share ownership, statute, or agreement.

Indicators of Control or Significant Influence:

1. Direct/indirect equity holdings or other financial interests

2. Entity's own holdings of equity in other entities

3. Being part of TCWG or key management (planning, directing, controlling activities)

4. Being a close family member of key management

5. Having a significant business relationship with key management

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### Dominant Influence

Related parties may exert dominant influence over the entity or its management by virtue of control or significant influence. This is relevant when assessing risks of material misstatement due to fraud.

### Special-Purpose Entities (SPEs) as Related Parties

An SPE may be a related party if the entity in substance controls it — even if it owns little or none of the SPE's equity.

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### Risks Associated with Related Party Transactions (RPT)

Remember: CIM

#Risk
CComplexity — Related parties often operate through extensive, complex relationships and structures, increasing transaction complexity
IInformation systems may be ineffective at identifying/summarising RPT and outstanding balances
MMarket terms — RPT may not be conducted under normal market terms and conditions

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### Understanding RPR & RPT — What the Auditor Must Know

1. Identity of related parties (including changes from the prior period)

2. Nature of relationships between the entity and related parties

3. Whether any transactions occurred during the period — and if so, the type and purpose

Accounting system evaluation focuses on: Can the system identify, account for, and disclose RPR and RPT per the AFRF?

Related internal controls focus on: Are significant transactions/arrangements with related parties (especially outside normal course of business) being authorised and approved?

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### Considerations for Small Entities

Small entities present a distinct control environment:

  • TCWG may not include outside/independent members
  • Governance may be undertaken directly by the owner-manager
  • Control activities are less formal; processes for RPT may be undocumented
  • Owner-manager involvement can mitigate or increase RPT risks

Auditor's approach for small entities:

Obtain understanding through:

  • Inquiry of management, combined with
  • Observation of management's oversight and review activities
  • Inspection of available relevant documentation

Worked example

### Example 1

Example — Government Entity Exception: The Tamil Nadu State government controls both Tamil Nadu Electricity Board and Tamil Nadu Water Supply Board. These two are NOT related parties merely due to common state ownership. However, if they regularly transfer assets or share significant infrastructure between them, they would be treated as related parties for disclosure purposes.

### Example 2

Example — Dominant Influence & Fraud Risk: A promoter holds only 15% equity in a listed company but through family members on the board and overlapping business agreements, effectively controls all major procurement decisions. This constitutes dominant influence — auditor must treat RPTs here as elevated fraud risk.

### Example 3

Example — SPE as Related Party: ABC Ltd creates XYZ Trust and contributes assets worth ₹5 crore. ABC holds 0% equity in XYZ Trust but controls its trustee appointments and operating policies. XYZ Trust is still a related party of ABC because ABC exercises in-substance control.

⚠️ Common exam mistakes

  • Assuming government-controlled entities are always related parties — they are not, unless there are significant transactions or shared resources.
  • Confusing 'control' with 'significant influence' — control requires power to GOVERN policies; significant influence is only power to PARTICIPATE in decisions.
  • Forgetting close family members of key management as indicators of related party relationships.
  • Not recognising SPEs as related parties just because equity ownership is minimal — substance over form applies.
  • Assuming small entity owner-manager involvement always reduces RPT risk — it can also increase it.
Bare-Act text Note 1: Meaning of control and significant influence in reference to related party · SA 550 – Related Parties · click to expand
(a) Control is the power to govern the financial and operating policies of an entity so as to obtain benefits from its activities; and (b) Significant influence (which may be gained by share ownership, statute or agreement) is the power to participate in the financial and operating policy decisions of an entity, but is not control over those policies.
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