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Draft Financial Investment Policy

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Consultation on the Draft Financial Investment Policy closed on Wednesday 16 September 2026.

Thank you to everyone who provided feedback. Council is scheduled to consider a post-exhibition report at its meeting on Monday 28 September 2026.

The report is available to view here: View the Council Report

Community members are welcome to attend the Public Forum and Council meeting in person or watch online. Information about attending or registering to speak at the Public Forum is available here: Attend a Council Meeting

online community engagement

Feedback closes on Wednesday 16 September 2026

Help shape North Sydney Council's Draft Financial Investment Policy

North Sydney Council is seeking community feedback on its Draft Financial Investment Policy.

The policy sets out how Council invests public funds, ensuring surplus money is managed responsibly, securely and in accordance with legislative requirements. It provides a framework for balancing investment returns with the need to protect public funds, maintain sufficient cash flow and manage financial risks.

The draft policy reflects current NSW legislative requirements and guidance. It establishes clear principles for investment governance, risk management, reporting and oversight.

Council invites residents, businesses and community members to review the draft policy and provide feedback.

About the Draft Policy

Council holds funds on behald of the community and is responsible for ensuring these funds are invested prudently and responsibly.

The Draft Financial Investment Policy aims to:

  • provide a framework for investing Council funds while considering risk, security and liquidity.
  • ensure compliance with the Local Government Act 1993, Local Government (General) Regulation 2021 and Ministerial Investment Order.
  • establish clear standards for investment decision making and oversight.
  • protect public funds through sound risk management practices.
  • promote transparency, accountability and good governance in the management of Council's investment portfolio.

What does the policy cover?

The draft policy includes provisions relating to:

  • prudent and responsible investment practices
  • ethical conduct and management of conflicts of interest
  • authorised and prohibited investments
  • risk management and diversification requirements
  • investment approval and record-keeping processes
  • safe custody arrangements
  • credit quality and counterparty exposure limits
  • investment term and maturity limits
  • performance benchmarks
  • reporting, auditing and policy review requirements.

 

Why is Council reviewing this policy?

Council periodically reviews its policies to ensure they remain current, effective and aligned with legislation, industry standards and organisational needs.

This review provides an opportunity to update Council's investment framework and ensure public funds continue to be managed in a transparent, prudent and accountable manner.

The survey is now closed. Thanks for participating.

Documents

Project Timeline

  • icon
    Council endorses draft policy for exhibition

    10 August 2026
  • icon
    Public exhibition opens

    19 August 2026
  • icon
    Public exhibition closes

    Wednesday 16 September 2026
  • icon
    Feedback reviewed and report written
  • icon
    Report to Council for adoption

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Who's Listening

  • Sam Clark
    Community Engagement
    North Sydney Council

    Phone: (02) 9936 8572

    Email: yoursay@northsydney.nsw.gov.au