Comprehensive Support Tailored to Your Needs
Our assistance is designed to be flexible and client‑focused, offering a combination of specialized functions that can be adapted to suit your requirements. Explore the sections below for a detailed overview of the services available:
Financial Services
Administrative Services
Facility Management
Insurance & Risk Management
Developer Assistance
Property Practitioner Support
Clients may choose to begin with a single service area and expand to additional functions over time. We also provide the option to delegate specific tasks within a chosen function, allowing you to retain control of certain responsibilities while we manage the rest.
Simply share a breakdown of your requirements in the Additional Information section on our Request a Quote page, and we will recommend the most effective way to support your property management objectives.
Financial
Reserve Funds
Trustees are guided in setting up and managing reserve funds to ensure long‑term financial stability for the scheme. Contributions are aligned to the 10‑year maintenance plan and legislative requirements, helping trustees anticipate expenses and maintain property value.
Expense Management
Contractor, utility (municipal and Eskom) and other service provider invoices are carefully processed to ensure that every expense is properly authorized and accounted for. This structured approach gives trustees confidence that financial obligations are met responsibly, with full transparency and accurate tracking of all payments.
Financial Reporting
The annual audit process is initiated and managed to ensure audited financial statements are completed in time for the Annual General Meeting (AGM). Monthly management reports are produced for trustee review, while more detailed quarterly reports are prepared to guide discussion during trustee meetings.
Budgeting & Levy Collection
Trustees receive clear annual budgets and levy schedules, ensuring accurate financial reporting without complex models. Monthly levy invoicing and statements are sent to owners on time, supported by structured reminders that encourage prompt owner payments. This creates a transparent, efficient system that maintain financial stability and ease trustee responsibilities.
Administrative
Meetings & Records
Notices, agendas, and minutes are prepared for AGMs and trustee meetings to ensure statutory obligations are consistently met. Trustees benefit from accurate records and clear guidance, maintaining compliance and transparency in scheme governance.
Documentation
We maintain registers, contracts, and official records through our online system, reducing trustee workload. This ensures everything is organized, accessible, and compliant with statutory.
Communication
We handle the drafting and circulation of notices, updates, and correspondence to reduce trustee workload. This ensures consistent, professional messaging to owners, auditors and service providers while supporting transparency and compliance.
Compliance
We monitor legislative requirements and assist trustees in registering conduct rule amendments. This ensures statutory compliance is maintained, reducing risk and strengthening governance.
Facilities
Asset Management
Trustees are supported in preserving the value of common property through proactive care and structured maintenance.
Repairs & Upgrades
Contractors for building, garden, and infrastructure routine maintenance or special projects are coordinated to ensure that all work is completed to a high standard while remaining cost‑effective and within budget.
Safety & Security
Compliance with fire safety, access control, and occupational health standards is overseen to ensure the scheme meets all regulatory requirements. Trustees gain peace of mind knowing risks are minimized, safety is maintained, and responsibilities are clearly documented.
Maintenance
Routine common property upkeep and long‑term projects are scheduled in a structured way to keep the scheme well maintained and compliant. Clear maintenance plans provide trustees with a roadmap that balances immediate needs with future requirements
Insurance
Risk Assessment
Annual insurance policies are reviewed with trustees to ensure coverage remains comprehensive and compliant. The process balances cost‑effectiveness with adequate protection, giving trustees clarity and confidence in safeguarding the scheme.
Claims Handling
Insurance claims are managed on behalf of trustees to ensure that the process is handled efficiently and with minimal disruption. All documentation and communication with insurers are coordinated to achieve prompt resolution, giving trustees and owners confidence that claims are settled fairly and without unnecessary delays.
Owner Guidance
Explanatory insurance guides are prepared to equip trustees with clear information about coverage requirements and responsibilities. These guides clarify the distinction between scheme insurance and personal cover, helping owners understand how their policies complement the Body Corporate’s protection.
Policy Management
Annual insurance policy renewals are arranged to ensure the scheme remains fully protected against potential risks. Trustees receive clear coverage summaries that outline the extent of protection, exclusions, and key policy details, enabling informed decision‑making
Developer Assistance
Handover Pack
Trustees receive a comprehensive handover pack including minutes, resolutions, and operational guidelines, supported by orientation sessions that clarify roles and responsibilities for confident decision-making. This integrated support enables developers to deliver schemes that are compliant, well-managed, and ready for long-term growth.
First Insurance Policy
The first insurance policy is arranged to ensure adequate cover for structural risks and to safeguard common property, with clear guidance to trustees on premiums and coverage. At handover, we guide trustees on reviewing and renewing policies, enabling sound decisions without navigating complex terms alone.
Startup Budgets & Conduct Rules
We assist developers by preparing startup budgets and levy schedules are calculated according to participation quotas. This ensures transparency and compliance from the outset. Tailored conduct rules are drafted and registered with CSOS, giving schemes immediate legal validity. To ease communication, we provide explanatory guides for owners, reducing trustee workload and ensuring consistent enforcement.
Inaugural General Meeting
We facilitate the inaugural general meeting, overseeing trustee elections and submit initial supporting documents like preparing notices, agendas, and supporting documents such as the budget, conduct rules, and insurance policy
Property Practitioners Assistance
Compliance and Governance
We help practitioners stay aligned with legal and regulatory obligations by preparing documentation for annual general meetings, maintaining accurate minutes, and ensuring adherence to sectional title legislation. This reduces risk and fosters trust between the practitioner, trustees, and residents.
AGM Document Preparation
We assist with Annual General Meeting (AGM) document preparation by compiling accurate financial statements, trustee reports, and compliance records in a clear, structured format. This ensures that all statutory requirements are met while providing trustees and owners with transparent, professional documentation that supports effective decision-making.
Financial & Administrative
We can assist property practitioners such as estate agents and rental agencies who manage sectional title schemes by streamlining their monthly financial and administrative responsibilities. This includes handling levy invoicing and statements, levy collections and managing service provider accounts and payments plus ensuring compliance with statutory obligations. On the administrative side, we support record-keeping, correspondence management, and coordination with service providers for maintenance, security, and cleaning.
Trustee Meeting Preparation
We can assist practitioners in preparing reports and guides to be used by them in trustee meetings.