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How do we extend the real numbers to solve every polynomial equation?

Represent complex numbers in Cartesian and polar form, perform arithmetic, and apply de Moivre's theorem

WACE Specialist Unit 3 complex numbers: Cartesian and polar (modulus-argument) form, the Argand plane, arithmetic, conjugates, de Moivre's theorem and the nth roots of a complex number, with full worked examples.

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  1. What this dot point is asking
  2. Cartesian form and arithmetic
  3. The Argand plane, modulus and argument
  4. Polar form and de Moivre's theorem
  5. Converting between forms
  6. When polar form is the better tool

What this dot point is asking

SCSA wants you to move fluently between Cartesian form z=x+iyz = x + iy and polar (modulus-argument) form, plot numbers on the Argand plane, carry out all four arithmetic operations, use the conjugate, and apply de Moivre's theorem to find powers and the nn roots of a complex number.

Cartesian form and arithmetic

Write z=x+iyz = x + iy where x=Re(z)x = \operatorname{Re}(z) and y=Im(z)y = \operatorname{Im}(z), and i2=1i^2 = -1. Addition and subtraction act component-wise. Multiplication uses the distributive law with i2=1i^2 = -1:

(a+ib)(c+id)=(acbd)+i(ad+bc).(a + ib)(c + id) = (ac - bd) + i(ad + bc).

The conjugate of z=x+iyz = x + iy is zˉ=xiy\bar z = x - iy. The product zzˉ=x2+y2=z2z\bar z = x^2 + y^2 = |z|^2 is real and non-negative, which is the key to division: multiply numerator and denominator by the conjugate of the denominator.

a+ibc+id=(a+ib)(cid)c2+d2.\frac{a + ib}{c + id} = \frac{(a + ib)(c - id)}{c^2 + d^2}.

The Argand plane, modulus and argument

Plot z=x+iyz = x + iy as the point (x,y)(x, y). The modulus z=x2+y2|z| = \sqrt{x^2 + y^2} is the distance from the origin. The argument argz\arg z is the angle measured anticlockwise from the positive real axis. The principal argument Argz\operatorname{Arg} z lies in (π,π](-\pi, \pi]. Always check the quadrant: a bare tan1(y/x)\tan^{-1}(y/x) can land in the wrong half-plane.

Polar form and de Moivre's theorem

In polar form z=rcisθz = r\,\text{cis}\,\theta where cisθ=cosθ+isinθ\text{cis}\,\theta = \cos\theta + i\sin\theta. Multiplication multiplies moduli and adds arguments; division divides moduli and subtracts arguments:

z1z2=r1r2cis(θ1+θ2),z1z2=r1r2cis(θ1θ2).z_1 z_2 = r_1 r_2\,\text{cis}(\theta_1 + \theta_2), \qquad \frac{z_1}{z_2} = \frac{r_1}{r_2}\,\text{cis}(\theta_1 - \theta_2).

For the nn distinct nnth roots of w=Rcisϕw = R\,\text{cis}\,\phi, solve zn=wz^n = w:

zk=R1/ncis ⁣(ϕ+2πkn),k=0,1,,n1.z_k = R^{1/n}\,\text{cis}\!\left(\frac{\phi + 2\pi k}{n}\right), \quad k = 0, 1, \dots, n - 1.

The roots all have modulus R1/nR^{1/n} and are spaced 2πn\tfrac{2\pi}{n} apart, so they sit on the vertices of a regular polygon.

Converting between forms

Moving between Cartesian and polar form is a core SCSA skill. To go from Cartesian z=x+iyz = x + iy to polar, compute the modulus r=x2+y2r = \sqrt{x^2 + y^2} and the argument θ\theta by considering the quadrant of (x,y)(x, y). To go from polar back to Cartesian, evaluate x=rcosθx = r\cos\theta and y=rsinθy = r\sin\theta. For example z=4cisπ6z = 4\,\text{cis}\,\tfrac{\pi}{6} becomes x=4cosπ6=4×32=23x = 4\cos\tfrac{\pi}{6} = 4 \times \tfrac{\sqrt{3}}{2} = 2\sqrt{3} and y=4sinπ6=4×12=2y = 4\sin\tfrac{\pi}{6} = 4 \times \tfrac{1}{2} = 2, so z=23+2iz = 2\sqrt{3} + 2i. Knowing the exact values of cos\cos and sin\sin at the standard angles π6,π4,π3\tfrac{\pi}{6}, \tfrac{\pi}{4}, \tfrac{\pi}{3} is essential for the calculator-free section.

When polar form is the better tool

Polar form turns multiplication, division, powers and roots into simple operations on the modulus and argument, so it is the natural choice whenever a question raises a complex number to a power or asks for roots. Cartesian form is better for addition and subtraction, which act componentwise but are awkward in polar form. A common exam strategy is to add or subtract in Cartesian form, then convert to polar form before applying de Moivre's theorem.

Exam-style practice questions

Practice questions written in the style of SCSA exam questions on this dot point, with worked answer explainers. The year tag is the paper they imitate, not the source.

WACE 20216 marksCalculator-free. (a) Express z=1+i3z = -1 + i\sqrt{3} in polar form rcisθr\,\text{cis}\,\theta with θ(π,π]\theta \in (-\pi, \pi]. (b) Hence use de Moivre's theorem to find z4z^4 in Cartesian form.
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A standard convert-then-power question.

(a) Modulus r=(1)2+(3)2=1+3=2r = \sqrt{(-1)^2 + (\sqrt{3})^2} = \sqrt{1 + 3} = 2. The point (1,3)(-1, \sqrt{3}) is in the second quadrant, so θ=πtan1 ⁣(31)=ππ3=2π3\theta = \pi - \tan^{-1}\!\left(\dfrac{\sqrt{3}}{1}\right) = \pi - \dfrac{\pi}{3} = \dfrac{2\pi}{3}. Thus z=2cis2π3z = 2\,\text{cis}\,\dfrac{2\pi}{3}.

(b) By de Moivre, z4=24cis ⁣(4×2π3)=16cis8π3z^4 = 2^4\,\text{cis}\!\left(4 \times \dfrac{2\pi}{3}\right) = 16\,\text{cis}\,\dfrac{8\pi}{3}. Subtract 2π2\pi to bring the angle into range: 8π32π=2π3\dfrac{8\pi}{3} - 2\pi = \dfrac{2\pi}{3}. So z4=16cis2π3=16(12+32i)=8+83iz^4 = 16\,\text{cis}\,\dfrac{2\pi}{3} = 16\left(-\dfrac{1}{2} + \dfrac{\sqrt{3}}{2}i\right) = -8 + 8\sqrt{3}\,i.

Markers reward the correct quadrant for the argument, de Moivre applied to both modulus and argument, and the final Cartesian form.

WACE 20234 marksCalculator-assumed. Find all solutions of z4=16z^4 = -16, giving each in polar form, and state how they are arranged in the Argand plane.
Show worked answer →

A roots-of-a-complex-number question.

Write 16=16cisπ-16 = 16\,\text{cis}\,\pi. The four fourth roots have modulus 161/4=216^{1/4} = 2 and arguments θk=π+2πk4\theta_k = \dfrac{\pi + 2\pi k}{4} for k=0,1,2,3k = 0, 1, 2, 3.

That gives θ0=π4\theta_0 = \dfrac{\pi}{4}, θ1=3π4\theta_1 = \dfrac{3\pi}{4}, θ2=5π4\theta_2 = \dfrac{5\pi}{4} (or 3π4-\dfrac{3\pi}{4}), θ3=7π4\theta_3 = \dfrac{7\pi}{4} (or π4-\dfrac{\pi}{4}). So the roots are 2cisπ42\,\text{cis}\,\dfrac{\pi}{4}, 2cis3π42\,\text{cis}\,\dfrac{3\pi}{4}, 2cis ⁣(3π4)2\,\text{cis}\!\left(-\dfrac{3\pi}{4}\right) and 2cis ⁣(π4)2\,\text{cis}\!\left(-\dfrac{\pi}{4}\right).

They lie on a circle of radius 22, equally spaced π2\dfrac{\pi}{2} apart at the vertices of a square. Markers reward the modulus 22, the four arguments, and the regular-polygon description.

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