Owners Corporation Management

---

Our Owners Corporation management services are structured to make your life easier. 

Bellarine and Surfcoast Strata Owners Corporation Management services include convening, hosting and attending both General (GM) and Annual General Meetings (AGM). The management service includes the process of calling nominations and motions for the AGM, preparing the Agenda and Minutes and conducting the meetings in an efficient and professional manner at a location of your choice or via video conference call. Or a combination of both where required.

Bellarine and Surfcoast Strata Owners Corporation Management services include convening and attending contracted committee meetings which includes preparing the notice of Minutes along with assisting Owners with queries regarding Committee Meetings and Annual General Meetings.

There is a lot involved in regards to securing and maintaining the financial matters of an Owners Corporation.  Let Bellarine and Surfcoast Strata demonstrate how we can streamline and simplify this for you. Our financial services can include :-

• Open and operate at least one general bank account in body corporate name
• issue and receipt levies daily
• process and electronically pay accounts weekly
• invoice qualification process and committee member authority for all payments
• prepare interim financial reports for the committee
• assist treasurer with financial report enquiries
• assist owners with queries regarding levies, committee meetings, and annual general meetings
• prepare Year End Financial Statements on an accrual account basis
• audit preparation when requested by body corporate
• bank reconciliation
• preparation of Year End Financial Statements on an accrual accounting basis
• presentation of information for BAS
• presentation of tax return information
• prepare draft budgets and levy schedules
• term deposit management
• coordinate debt collection
• bulk utility billing
• provide cash flow analysis and forecasts
• general secretarial
• maintain the body corporate roll, statutory registers, and records
• attend to day to day correspondence
• preparation of extraordinary correspondence (i.e. breaches, applications to Commissioners Office, transfer of management rights)
• key document off-site storage for committee reference
• regular liaison with committee and caretaker.

Here is a basic run down of the Owners Corporation Manangement services that we provide... 

• General body/owners corporate management advice
• building set-up and building transfer
• body/owners corporate searches supervision archive retrieval and processing
• archive management fee
• arrange for appointment of a returning officer or consultant
• building management statement administration
• newsletter to committee and caretaker
• establishment services