We handle the six compliance requirements that NSW Fair Trading checks. You stay in charge of the day-to-day — we make sure the legal boxes are ticked.
NSW Fair Trading requires every strata scheme to be registered on the Strata Hub — and that information must be kept current. Many self-managed schemes either haven't registered at all or registered years ago with outdated details.
We register your scheme if it's not already done, update all required fields, and handle the annual renewal each year. It's mandatory, and it's one of the first things checked when an owner sells their lot.
Every strata scheme must maintain a Capital Works Fund — money set aside for major future expenses like repainting, roof repairs, or driveway replacement. Without a proper plan, you're either over- or under-levying — and owners get hit with large unexpected bills when something breaks.
We arrange an engineer's condition report (approximately $550, paid separately) and convert it into a compliant 10-year plan. We review and update the plan at each AGM. The engineer's figures are the source — not our estimate — which keeps the liability where it belongs.
The Owners Corporation must present financial accounts at each AGM. For a small self-managed scheme, this doesn't need to be complex — but it does need to be accurate and complete.
You send us your bank statements and a summary of expenses. We prepare a clear income and expenditure statement, levy summary, and balance sheet ready for the AGM. We don't hold your money — the committee pays all bills directly from the scheme's bank account — which means no trust account and no audit obligations on our end.
An Annual General Meeting must be held within two months of the financial year end. The agenda must include specific items — levies, insurance, financials, the capital works fund — and the process must follow the Act.
We prepare the notice, agenda, proxy forms, and all supporting papers. We join the meeting via Zoom. After the meeting, we write up the formal minutes and keep them on file. Every set of minutes is reviewed and signed off by a licensed Class 1 strata manager.
The strata roll is the legal record of who owns each lot — their contact details, lot entitlements, and any changes over time. Owners have a legal right to inspect strata records, and those records must be kept in a form that's accessible and reliable.
We maintain the strata roll and ensure all scheme records — minutes, financials, correspondence, notices — are stored electronically and accessible. Any change in lot ownership is processed through us based on a Section 22 notice and evidence of the transfer. This audit trail protects the Owners Corporation and gives owners confidence that the records are correct.
Anyone can put together a strata document. What matters is who stands behind it.
Every document we produce — minutes, financial summaries, the capital works plan, AGM notices — is reviewed and signed off by a licensed Class 1 strata manager under the Property and Stock Agents Act 2002. That's the same licence required to run a full-service strata management portfolio.
This isn't just a box-ticking exercise. It means there's a responsible, accountable person checking that what goes out is correct, compliant, and defensible if ever questioned.
Simple, low-fuss, and done mostly via email and Zoom — so it works for any NSW scheme, anywhere.
Tell us about your scheme — how many lots, what's in place, what's not. We'll confirm we're the right fit and send you a management agreement.
We sort Strata Hub, set up your electronic records, get the capital works plan in order, and review your by-laws. One-off onboarding, then we're into the annual rhythm.
We prepare everything and join your AGM online. Owners vote, we record the minutes, and you're compliant for another year.
Each year we update Strata Hub, review the capital works plan, prepare the financials, and repeat. One fixed fee — no surprises.
We built this specifically for small self-managed schemes — not as a side product of a big strata business.
A licensed Class 1 strata manager signs off on every document. That's the same licence required to run a full-management portfolio — applied to your compliance only.
You stay in charge. We're the compliance expert in the background — not a manager taking over. Owners still make all decisions.
We work remotely via email and Zoom. Whether you're in Sydney, the Hunter, or regional NSW — same service, same price.
We never hold your scheme's money. Owners pay bills directly — no trust account, no audit obligations, and a clean separation of compliance from finances.
Get in touch and we'll have a straight conversation about what your scheme needs and whether we're the right fit.