Services

Leave It In Our Capable Hands

Meetings

Arrange Annual General Meetings, Extraordinary General Meetings, Committee Meetings, and any other meetings as necessary.
Send an agenda, financial statement, and proxy form to each owner prior to the meeting.
Provide a budget estimate for the coming year and provide a recommendation on the amount of contribution levies for both administration and Capital Works Funds.
Prepare and distribute the minutes of meetings to the owners.
Attend and assist in conducting meetings and recording the minutes.
Meetings can be arranged at our office, your property, or another venue convenient to you.

Financial Management

Receivables
Issue contribution levy accounts for amounts as recorded in the minutes of the meeting.
Issue special levy accounts as required by the corporation.
Provide convenient payment methods for account collection, including BPAY, credit card over the phone or internet, direct debit, in person at Australia Post, or by mail.
Monitor and follow up on contribution arrears. Follow-up includes sending overdue accounts, letters of demand, and initiating debt recovery action.
Payable
Pay all corporation invoices and outgoings from corporation funds
Bank Accounts and Audits
Funds are held in Trust Accounts at Macquarie Bank.
Make records available for independent audit of the trust account as required by legislation.
Taxation
Register corporation for Australian Business Number (ABN), Tax File Number (TFN) and Goods and Services Tax (GST) if required.
Prepare and lodge Business Activity Statements (BAS) for GST-registered corporations.
Arrange the preparation and lodgement of Income Tax Returns through a tax agent.

Secretarial and Administration

Maintain a register of owners and, if applicable, their agents and tenants.
Oversee correspondence requirements.
Complete statements required for the transfer of ownership of units/lots.
Process applications for approval to alter the structure or external appearance of units/lots.
Ensure compliance with the Strata or Community Title Acts.
Ensure the corporation’s constitution, house rules, and by-laws are adhered to.

Insurance

Organise new insurance policies and/or policy renewals.
Arrange assessment of building replacement costs through an independent licensed valuer.
Organise and monitor insurance claims.
Provide Certificates of Insurance.

Property Maintenance

Organise specifications and quotes as recorded in the minutes of the meeting.
Arrange planned maintenance requirements as recorded in the minutes of the meeting.
Attend to urgent maintenance requirements.
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