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Papers

SERVICES

ACCOUNTING, BOOK KEEPING, COMPLIANCE, REPAIRS & MAINTENANCE, MEETING PREPARATION & DISPUTES

  • Maintain the trust account and common seal

  • Maintain all the accounting records

  • Safely store ALL records and accounts for a minimum of 7 years

  • Provide easy access to ALL stored records and accounts

  • Prepare and present annual financial budgets and statements

  • Provide experience in handling 'difficult' or complex strata issues (like disputes, disasters and emergencies)

  • Ensure the scheme complies fully with all Fire Safety regulations

  • Ensure the scheme complies with all the Work Health & Safety (WHS) regulations

  • Ensure the scheme complies with all other strata laws and regulations

  • Monitor, evaluate and implement any changes to the strata management legislation

  • Maintain the strata roll and the levy register

  • Maintain the key register and all the keys

  • Issue levy notices

  • Collect and deposit levy contributions

  • Monitor levy arrears and liaise with owners to recover payments

  • Liaise with lawyers to take legal action on levy defaulters (as required)

  • Arrange quotations for all services and remedial works

  • Prepare, implement and co-ordinate a Preventative Maintenance Program for the scheme

  • Organise and co-ordinate repairs and maintenance of common property

  • Check all tradespeople and specialists used for correct licensing and insurances

  • Monitor and maintain all tradespeople and specialists on the 'preferred' list

  • Engage cleaners & gardeners and other tradespeople and specialists

  • Process and pay invoices for work carried out on behalf of the Owners Corporation

  • Prepare agendas and notices of all meetings

  • Convene, hold and attend meetings

  • Take, prepare and dispatch notices and minutes of all meetings

  • Maintain the legally required 'minute book'

  • Attend to and resolve 'harmony' problems (i.e. disputes) within the scheme

  • Liaise with the appropriate authorities (e.g. NCAT or NSW Fair Trading) to resolve ongoing disputes and issues

  • Co-ordinate the adding or changing of the scheme's by-laws

  • Co-ordinate the processing of strata searches under Section 182 of the act

  • Process all Section 184 Strata Information Certificate applications for the scheme

  • Ensure the scheme complies with current GST legislation as well as all other tax laws

  • Assist auditors and tax agents with the scheme's accounts

  • Liaise with the ATO/Tax Agent regarding the tax affairs of the scheme

  • Arrange valuations and quotes for insurance

  • Renew insurances and get quotes

  • Prepare and lodge insurance claims (including building defects claims)

  • Attend to and maintain all correspondence of the Owners Corporation

  • Advise on all matters involving the need to comply with the NSW Strata Schemes Management Act 2015

  • Advise on all matters involving the need to comply with the NSW Strata Schemes Management Regulation 2016

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