Strata Management

Financial Reporting

  • Trust and Investment Account Management
  • Administrative and Sinking Fund Budget Analysis
  • Preparation and lodgement of Business Activity Statement
  • Regular reporting to Executive Committee and Owners Corporation
  • Taxation Returns
  • Provide monthly account paid summary
  • Pay invoices on behalf of Owner’s Corporation
  • Assist auditor (if required) in providing accounts & records for audit
  • Issue levy notices

Administrative Services

  • Maintaining and updating the database
  • Preparation of Section 109 Certificates
  • Preparation and distribution of agendas for general meetings to all Owners
  • Recording of Minutes
  • Maintain strata roll & Minute book
  • Maintain correspondence file
  • Record & retain section 118, 119 & 120 notices
  • Submit general quotes to Executive Committee (as appropriate)
  • Custodian of Common Seal for affixing to all relevant documents

Building Defect Management

  • Trust and Investment Account Management
  • Administrative and Sinking Fund Budget Analysis
  • Preparation and lodgement of Business Activity Statement
  • Regular reporting to Executive Committee and Owners Corporation
  • Taxation Returns
  • Provide monthly account paid summary
  • Pay invoices on behalf of Owner’s Corporation
  • Assist auditor (if required) in providing accounts & records for audit
  • Issue levy notices

Meetings

  • Prepare and distribute notices of Executive Committee and Annual General Meetings
  • Attend Executive Committee and Annual General Meetings held during office hours
  • Prepare and distribute minutes of Executive Committee and Annual General Meetings
  • Arrange suitable venue for meetings (cost of venue to be borne by Owner’s Corporation if an external venue)

Building Management

  • Maintenance of records and contracts
  • Monthly building reports
  • Organisation of contractors
  • Actioning occupant requests
  • Facilities Management
  • Undertaking maintenance for owners and occupants

Emergency Services

  • Trust and Investment Account Management
  • Administrative and Sinking Fund Budget Analysis
  • Preparation and lodgement of Business Activity Statement
  • Regular reporting to Executive Committee and Owners Corporation
  • Taxation Returns

Asset Planning

  • Trust and Investment Account Management
  • Administrative and Sinking Fund Budget Analysis
  • Preparation and lodgement of Business Activity Statement
  • Regular reporting to Executive Committee and Owners Corporation
  • Taxation Returns

Compliance Management

  • Sinking Fund Forecast (10 year forecast)
  • Fire Safety
  • Annual Fire Safety Statement
  • Occupational Health & Safety
  • Risk Analysis
  • Emergency lighting inspections

Security

  • Trust and Investment Account Management
  • Administrative and Sinking Fund Budget Analysis
  • Preparation and lodgement of Business Activity Statement
  • Regular reporting to Executive Committee and Owners Corporation

Insurance

  • Ensuring all Strata Plans have current policies in place
  • Insurance Valuations and Renewals
  • Prepare & lodge Insurance claims
  • Obtain quotes for insurance renewal

Repairs and Maintenance

  • Organisation of repairs, maintenance to Common Property
  • Quotations for major repairs, maintenance to Common Property

Management of By-Laws

  • Amendment to or creation of new By-Laws as required
  • Generally advise the Owners Corporation regarding by-laws
  • Prepare & issue notices under section 45