Community schemes
Sectional title and levy administration
Body corporates, homeowners associations and share block schemes managed strictly in line with the Sectional Titles Schemes Management Act and CSOS requirements.
Why trustees appoint us
A scheme run on a calendar, not on crisis
Most scheme problems are timing problems: levies raised late, budgets approved without cash flow, plans that exist on paper but never get funded. We fix the sequence first — then the reporting takes care of itself.
Trustees remain in control of every decision. Our role is to give them accurate numbers, correct procedure and a clear record of what was resolved.
Scope of work
What managing agent services cover
Levy administration
- Annual levy roll prepared from the approved budget
- Monthly invoicing and owner statements
- Special levies raised and tracked separately
- Arrear follow-up, letters of demand and attorney handover
- Interest on arrears applied per the scheme's rules
Trust accounting
- Separate administrative and reserve fund accounting
- All scheme monies held in a dedicated trust account
- Creditor payments loaded for trustee approval
- Monthly financial packs with age analysis
- Year-end file handed to the auditor or accounting officer
Meetings & governance
- AGM and SGM notices issued within statutory timeframes
- Agendas, proxies, quorum checks and voting records
- Minutes circulated and filed in the scheme records
- Trustee meeting coordination and action tracking
- Management and conduct rule amendments lodged with CSOS
Compliance & records
- CSOS annual returns and levy submissions
- CSOS dispute documentation and representation support
- Section 13 registers, unit and owner records
- Insurance renewals, replacement valuations and claims
- 10-year maintenance, repair and replacement plan upkeep
Changing agents
How a takeover works
Moving a scheme to a new managing agent is routine. These four steps usually run over one to two levy cycles.
01
Scheme review
We review the sectional plan, rules, latest financials, levy roll and any arrears before quoting.
02
Handover
We collect records from the outgoing agent or trustees, open the trust account and reconcile opening balances.
03
First cycle
Levies are raised, owners receive statements and the first monthly financial pack goes to the trustees.
04
Ongoing
Monthly reporting, meeting support, maintenance coordination and compliance filings run on a fixed calendar.
Request a proposal for your scheme
Send us the number of units, the current levy income and your latest financial statements. We will quote a fixed monthly management fee.
Contact us