Levy Administration
- Creating new owner profiles on our management system
- Deactivating outgoing owner profiles from the system
- Creating monthly levy invoices
- Maintaining monthly levy statements
- Pro-active management of unpaid levies
- Providing levy clearance figures
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Building Management
- Conducting regular inspections and reporting of common areas
- Recommending improvements to the complex
- Facilitating maintenance of the common property
- Maintaining accurate records of maintenance work completed, rule transgressions, meetings and all other events and occurrences within the complex
- Assisting trustees in the enforcement of conduct rules
- Overseeing body corporate staff, if any.
- Assisting with insurance policy and claims
- Arranging regular inspection of fire equipment
Financial Administration
- Annual budget preparation
- Tracking and monitoring of actual expense vs budgeted expenses
- Tracking insurance replacement values
- Tracking of insurance claims
- Attending to supplier and ad-hoc payments as instructed by Trustees
- Utilities management and recoveries from prepaid meter services, if any
- Payments of CSOS levies
- Maintaining financial records to trial balance
- Preparing financial information for annual audit
Monthly Reporting
- Levy roll
- Customer age analysis
- Debt collection analysis
- Income & expenditure statement
- Supplier age analysis
- Presentation of bank statements
Meetings
- Setting up of meetings
- Distribution of meeting notifications, agendas, and relevant documentation
- Attendance of Trustee meetings, AGMS and other special meetings where required
- Completing an attendance register
- Collating nomination and proxy forms
- Taking of minutes
The above is a summary of the core services offered to our clients. We recognize that each body corporate has their unique requirements, and as such, we would happily tailor a suite of services that meet their requirements.
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