Our team bring experience and communicate with complete transparency when helping manage your scheme’s finances.
SERVICES
We've got you covered,
with a range of services
Some of our specialties
Finance
Developers
Our know-how proves invaluable in the, partial or complete, implementation of your development scheme.
Administration
Let our professional team navigate the time-consuming and tricky administrative tasks on your behalf.
Maintenance
We have curated a database of qualified, experienced tradespeople to complement all your maintenance requirements, no matter how complex.
Finance
Banking
We will open, maintain and operate a bank account for the administrative and sinking fund on behalf of your scheme.
Budgets
Our team will prepare draft budgets for each financial year, as well as a statement of accounts for each financial year. We process BAS and IAS (where relevant) and arrange for the Body Corporate’s income tax return to be prepared and lodged.
Insurance
We will attain and maintain appropriate insurance coverage for the Body Corporate each year, along with renewal quotations and insurance valuation. We also lodge and manage insurance claims.
Invoicing
We can process and pay accounts, and when necessary carry out debt collection actions.
Levies
We will issue levy and other contribution notices, as well as receipts and bank levies.
Developers
Administration and compliance
We will liaise with you and assist with the initial establishment of the Community Titles Scheme. Our team will assist your body corporate in complying with legislation as well as arranging for professional guidance on insurance or legal matters. Once set up, we convene and attend meetings, as well as preparing and distributing agendas, forms and minutes. We also provide security and backup protection for the Body Corporate records.
Consultancy and advice
Our highly trained and experienced team provide a tailored service to suit your development needs and will implement decisions for the best-suited scheme. We regularly review any pending matters for your Body Corporate and keep you and the owners informed on industry changes and updates.
Financial services
Based on your goals we prepare realistic and effective budgeting advice and draft budgets. We attain and manage banking, budgets, insurance and levies. We are familiar with most industry-specific software and use for accounting and online voting.
Legal
We will liaise with you and your legal team to assist with the draft the first community management statement (CMS) as well as the contribution schedule lot entitlement (CSLE) and interest schedule lot entitlement (ISLE). We will convene the first meeting of the Body Corporate.
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Administrative
Body corporate roll
We will establish and maintain the roll and registers to ensure you have a detailed list of information about each lot in the community titles scheme, as well as the original owner (ie the developer).
Committee & general meetings
We will provide guidance to the Committee on all Body Corporate matters. Our team will convene and attend Annual General Meetings (AGM), Extraordinary General Meetings (EGM) and Committee Meetings.
We will also prepare and distribute the meeting agendas and forms, as well as record and distribute the meeting minutes and forms afterwards.
Compliance
We will implement the decisions of the Body Corporate and its committee, retain custody and affix the seal to ensure your scheme is compliant.
Correspondence
We assist owners with approval requests and Section 205 and 206 certificates. We also provide after-hours emergency assistance as well as helping create strategies to manage various issues.
Record keeping
Our team will keep and maintain Body Corporate records, as well as make available when the records are needed for inspection.
Maintenance
Provide quotes
We source quotes based on the maintenance schedule and meeting requests.
Issue work orders
Our team provide and manage all work orders, leveraging our database of professionals, then coordinate with building management to organise access and so on.
Database
Our carefully curated providers have a demonstrated track record of delivering reliable and quality service, adhering to timeframes and providing competitive quotes.
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what you're after?
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