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Investments
Irrespective of the legislative and regulatory requirements relating to the investment of surplus Council funds, there is a need for the probity and openness of the process of investment selection. This can only be achieved by full documentation of the investment options available and considered at the time.
Investment records must be maintained fully accurately and up to date, and often the proceeds must be apportioned between different accounting entities.
If your accounting system doesn’t provide all these features at a reasonable cost, try the spreadsheet templates that do, at an unreasonably low cost!
- Easy-to-use colour coded layout for quicker data entry
- Flexible formatting facilitates tailoring to your Council’s exact requirements
- Comprehensive User Guide
- Re-usable each year - no updates required
- No special software or hardware required - template uses standard version of Microsoft Excel
- Choose either Office 2003 or Office 2007 / 2010 versions
Properly control your investment records. Just click here for an order form or here for further information.
$225 (excluding GST) $247.50 (including GST)