SUITE OF PRODUCTS & SERVICES
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MONEY MANAGEMENT
- Generate & send levies
- Monitor levy payments & arrears
- Pay scheme creditors
- Monthly bank reconciliation
- Keep annual accounts
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FINANCIAL SERVICES
- Set up investment bank account
- Administer Admin + Sinking Funds
- Generate & send special levies
- Cash flow management
- BAS / Income Tax returns
- End of month / year rollovers
- Discuss financials with Treasurer
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MEETINGS - ANNUAL AGM
- Prepare AGM agenda
- Ensure statutory motions are held
- Hold & attend AGM
- Prepare AGM minutes & action items
- Prepare ECM agenda
- Hold election of office bearers
- Prepare ECM minutes & action items
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MEETINGS – EXECUTIVE
- Work with executive committee to manage the scheme during the year
- Attend ECM’s as required
- Ensure agendas & minutes are recorded & distributed
- Action ECM minutes as instructed by committee
- Keep minute book of all meetings
- Obtain quotes as requested
- Issue work orders
- Track contractors
- Engage maintenance companies : gardeners, cleaners, pool etc
- Liaise with committee as to satisfactory workmanship
- Terminate contractors as requested
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ASSET MAINTENANCE
- Lift registration
- Annual fire safety statement
- Council Fire Orders
- Sinking Fund Forecast
- OH&S report
- Liaise with committee re compliance issues
- Engage specialist contractors
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INSURANCE & CLAIMS
- Obtain premium quotes as requested
- Ensure scheme is correctly insured
- Obtain property valuations
- Make necessary claims
- Track claims SECURITY & ACCESS
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SECURITY & ACCESS
- Maintain stock of access devices
- Issue devices to approved residents
- Track issued items
- Issue refunds upon return
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{/niftybox}
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