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THABAZIMBI LOCAL MUNICIPALITYINVESTMENT OF SURPLUS FUNDS POLICY DRAFT 2023241THABAZIMBI LOCAL MUNICIPALITY INVESTMENT OF SURPLUS FUNDS POLICY NUMBER XXXXXXAPPROVED BY COUNCIL: DD/MM/YYY REFERENCE
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01
Determine how much surplus funds you have available for investment.
02
Research different investment options and evaluate their potential returns and risks. Consider options such as stocks, bonds, mutual funds, real estate, or certificates of deposit.
03
Identify your investment goals and time horizon. Decide whether you are looking for short-term or long-term investments, and consider your risk tolerance.
04
Consult with a financial advisor or investment professional to get personalized advice and recommendations based on your financial situation and goals.
05
Once you have chosen an investment option, complete all necessary paperwork and documentation to open an investment account or make a purchase.
06
Monitor your investments regularly and make adjustments as needed to align with your changing financial goals and market conditions.
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Keep track of your investment performance and review it periodically to ensure it is meeting your expectations and objectives.

Who needs investment of surplus funds?

01
Individuals who have surplus funds or excess savings can benefit from investing them. This includes people who have a stable income and want to grow their wealth over time.
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Companies and organizations that generate profits or have large cash reserves often need to invest their surplus funds to maximize returns and achieve financial goals.
03
Retirement funds and pension plans may also require investment of surplus funds to ensure long-term sustainability and generate income for retirees.
04
Governments and public institutions may have surplus funds that need to be invested to support economic growth, fund infrastructure projects, or meet future liabilities.
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Investment of surplus funds refers to the allocation of excess funds by an entity, typically governments or municipalities, into various financial instruments to earn interest or returns.
Entities such as municipalities, counties, and other governmental organizations that hold surplus funds are required to file an investment of surplus funds report.
To fill out the investment of surplus funds, one must complete the designated form, providing details about the type and amount of investments, the institutions involved, and periods of the investments.
The purpose of investing surplus funds is to generate additional income from idle funds while ensuring liquidity and security.
The report must include details such as the types of investments made, the amounts invested, the maturity dates, the institutions where the funds are invested, and the interest rates.
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