We see the value in every rand. That’s why we work proactively to help you make calculated decisions that increase the value of your investment.

• Accurate financial reporting
• Budget preparation and evaluation
• Variance analysis and recommendations
• Capturing and processing of approved invoices
• Issuing of monthly levy statements
• Levy collection
• Ensuring quarterly CSOS payments
• Drafting of annual CSOS submission documents
• Annual CSOS submissions
• Monthly transfers to Reserve Fund account per the approved budget
• Opening and Closing of bank accounts
• Ensuring the Scheme is registered with SARS

Ensuring that the Schemes under management comply with legislation is our top priority.

• Handling day-to-day administrative tasks, including correspondence, record-keeping, and meeting coordination
• Assistance with insurance claims
• Distributing monthly Financial Business Reports to the elected Board
• Taking of meeting minutes and the distributing thereof within 7 days from the date of the meeting
• Sourcing of quotations
• Storage of all original statutory documents, supplier source documents, contract documents, insurance policies, etc., on behalf of the scheme
• Enforcement of, and compliance with the STSMA, the registered Management and Conduct rules
• Guidance regarding statutory formalities in connection with meetings, voting, quorums, proxies, nominations, and agendas
• Advising and assisting the Board on common property maintenance issues
• Advice on preventative maintenance programs

Make informed decisions with exclusive access to a wealth of data insights, collected over decades of property management experience.

• Historic budget details and trends
• Proprietary data indexing system

Gain a comprehensive understanding of your property’s strengths and weaknesses to ensure that your Scheme complies with legislation at all times.

• Develop and implement an effective legal compliance program
• Proactively audit processes, practices, and documents to identify weaknesses
• Ensure Portfolio Managers stick to the Scheme KPI’s
• Monitoring of all internal KPI`s, external SLA`s, and legislation changes

With decades of experience in HR Management, we know what works.

• Ensuring Ground Staff are registered for UIF, WCA, and PAYE
• Processing of EMP 201 and EMP 501 returns
• Ensure all Ground Staff have Contracts in place
• Proper record-keeping of staff leave
• Issuing of monthly payslips
• Payout of annual Staff bonuses based on trustee approval