SYSTEMS

We use intelligent online building management systems, offering a complete cloud based overview of the building – accessible to Trustees and Owners 24 hours a day, 7 days a week.

KEY FEATURES

Complete Financial Solution
Task Management System
Compliance Planner & Checklist
Transfer & Tracking Reporting
Categorized Bulk Communication
Meeting Management
Community Rule Enforcement
Document Storage
Trustee & Owner Login
Monthly Business Plan Report
Online Payment Approval
Smart Management Dashboard

OUR SYSTEM OFFERS

TRUSTEE ACCESS
  • Bank Statements and Investment Accounts
  • Easy Payment Verification
  • Invoices and Statements
  • Live Actual vs Budget Analysis
  • Financials and Age Analysis
  • On-going and Completed Task History
  • Warning and Fine Management
  • Community Documents
  • General Communications
  • Building Calendar and Meeting Schedule
  • Transfer Tracking

OWNER ACCESS

  • Bank Balance and Investment Accounts
  • Invoices and Statements
  • Invoices and Statements
  • On-going and Completed Task History per Unit
  • Warning and Fine Management per Unit
  • Community Documents
  • General Communications per Unit
  • Building Calendar and Meeting Schedule
  • Transfer Tracking per Unit
  • Live Actual vs Budget Analysis
  • Financials and Age Analysis

ADMINISTRATION SERVICES

  • Online Management System Accessible to All Owners
  • Management of the Body Corporate bank account
  • Body Corporate Related Queries
  • Budget Preparation
  • Annual General Meeting Preparation and Assistance
  • Advice and Dispute Guidance
  • Insurance & Maintenance Assistance
  • Professional, transparent and effective management
  • Storing of all minute books and related statutory documents

FINANCIAL SERVICES

  • Interactive online financial system
  • Comprehensive Building Budgets
  • Efficient Statement Compilation
  • Structured and Reliable Banking and Payment Processes
  • Creditor Payments
  • Effective Debt Collection Policies
  • Thorough Monthly FinancialReporting
  • Audit Preparation
  • Audit Liaison and Finalisation
  • Payroll Facilitation

MONTHLY BUSINESS REPORT

  • Income Statement
  • Balance Sheet
  • Trial Balance
  • Cash Book
  • Age Analysis (Reflecting Owner Balances – both debit and credit as well as all payments received)
  • Copies of Authorised Invoices
  • Bank Statements
  • Investment Accounts Statements
  • Portfolio Manager Monthly Building Report & Overview

ADDITIONAL SERVICES

  • Municipal Queries
  • Meeting Charges
  • Income Tax Service
  • Compilation Of New Conduct Rules
  • Registration Of Conduct Rules
  • Public Officer Fee
  • HR Disputes And Assistance
  • Additional Hard Copy AGM Packs
  • CSOS Registration & Matters
  • Basic Disputes
  • Levy Disputes
  • Mediations And Representations At CSOS Office Pertaining To Disputes
  • CSOS Annual Submission