Financial
Financial Stewardship & Transparent Reporting
We provide disciplined, transparent and proactive financial stewardship to ensure every strata scheme remains financially secure, compliant and well-positioned for the future. Our approach combines rigorous controls, clear reporting and strategic planning, giving Owners Corporations complete confidence in how their funds are managed.
What we do
Strong financial management underpins every successful strata scheme.
Our financial services include:
- Timely payment of all scheme outgoings
- Levy issuance, reminders and structured arrears management
- Monthly financial reporting with clear variance tracking
- Preparation of compliant financial statements
- Annual budget preparation aligned with capital works forecasting
- ATO compliance and audit coordination
- Investment of surplus funds as directed by the Owners Corporation
Each scheme maintains its own dedicated trust account with Macquarie Bank, ensuring transparency and proper fund segregation.
Our approach is conservative, accountable and strategically focused on long-term financial health.
Outside office hours, use our emergency contacts list for any urgent assistance. View these now.