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.
At Trustee Assist, we partner with property practitioners—including estate agents and rental agencies—who also manage sectional title schemes as a secondary function. Our role is to simplify and streamline their financial and administrative responsibilities, taking care of the time‑consuming tasks that often divert attention from their core business. Some of the functions we may assist with are as follows.
Trustee Meeting Preparation
We can assist practitioners in preparing reports and guides to be used by them in trustee meetings.
Property Practitioner Assistance
Financial & Administrative
This includes handling levy invoicing and statements, managing levy collections and managing service provider accounts and payments plus ensuring compliance with statutory obligations.
On the administrative side, we support by ensuring proper record-keeping, correspondence management, and coordination with service providers for maintenance, security, and cleaning.
Support, Tailored to Your Needs
Our assistance is designed to be flexible and client‑focused. 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.
Contact us via email,whatsapp or phone (indicated below) so we can find the most effective way to support your property management objectives.