Legislative Advice & Guidance
- Provide advice in relation to the provisions of the Owners Corporations Act, the Owners Corporations Regulations and any related legislation including the Water Act, Subdivision Act and the Fences Act
- Provide advice on the day-to-day management and administration of the owners corporation, including to any contractors in the performance of their duties
- Provide advice on the dispute resolution process as set out in the Owners Corporations Regulations
- Convene and chair any meetings as required as part of the dispute resolution process
Building Insurance & Claims
- Arrange placement of building and public liability insurance on behalf of the owners corporation as required by the legislation, including ensuring that multiple insurers have been approached for alternative quotations
- Arrange a valuation of the cost of reinstatement and replacement of the building/s and common property as requested
- Prepare and lodge routine insurance claims with insurers or brokers for common or private property, including conducting any site inspections as required to facilitate the processing of the insurance claim
- Provide factual advice with regards to the insurance policy or coverage
Meetings & Ballots
- Convene and chair annual general meetings, with no limit on meeting duration
- Submit annual accounts, prepared budget to and record minutes of annual general meetings
- Distribute meeting notices, agendas and minutes of the annual general meeting within the legislated timeframes
- Submit a report of the manager’s activities to the annual general meeting
- Prepare and issue ballot forms on behalf of the owners corporation on request
- Convene and chair committee and special general meetings on request
- Record minutes of any committee or special general meeting
- Distribute meeting notices, agendas and minutes of the committee or special general meeting within the legislated timeframes
Documentation & Compliance
- Maintain the owners corporation register, including the names and addresses and contact details of lot owners
- Keep the records of the owners corporation including meeting minutes, correspondence, information relating to common property and any service provider contracts
- Prepare and issue owners corporation certificates and answer reasonable enquiries in relation to prepared certificates
- Manage inbound and outbound correspondence, including emails and phone calls, from owners, their nominated representatives, residents, contractors and other third parties
- Arrange for a qualified person or company to prepare reports for the owners corporation on request, including maintenance plans, occupational health and safety reports and asbestos reports
Financial Management & Tax
- Establish and operate an individual bank account in the name of the owners corporation, including any investment accounts
- Reconcile the owners corporation’s bank account in accordance with good accounting practices and relevant laws
- Keep financial records and prepare annual financial statements that includes all owners corporation revenue, expenditure, assets and liabilities
- Arrange an external qualified auditor to review or audit the owners corporation’s financial records on request
- Prepare an annual budget for review and approval of the owners corporation
- Issue notices for standard fees and special fees as approved by the owners corporation
- Monitor payment of fees payable to the owners corporation and commence debt recovery processes on any outstanding fees
- Pay invoices including insurance premiums on behalf of the owners corporation
- Register or amend the ABN, TFN or GST-status of the owners corporation
- Act as the Public Officer for the owners corporation for Australian Tax Office matters
Maintenance & Repairs
- Arrange for repairs or maintenance of common property on behalf of the owners corporation on request
- Obtain quotations from multiple contractors for any repairs or maintenance over $500
- Carry out bi-annual inspections of the owners corporation, and prepare a report for distribution to the committee
- Monitor the pricing of any ongoing services and contractors, and obtain alternative quotations on a periodic basis to ensure cost efficiency for the owners corporation
- Provide general advice to owners, their nominated representatives and residents on any private property repairs that are raised
