Copy of the strata plan and by-laws, No. of units in the Building, unit entitlements, amount of Levy per unit, Levy Period, ABN no., TFN no, establish a bank account, establish chart of accounts.
Copy of: previous year Financial Statements; previous year AGM Minutes of Meeting; Bank statements and Income Tax Return.
Outstanding levies statement, Tax return, AGM Minutes of Meeting, Invoice Receipts and Expenses Statement.
1300bpo will prepare the Financial statements, Outstanding levies statement, Invoice receipts and Expenses statement, Tax return, Notice of intended AGM meeting, AGM Agenda, and AGM Minutes of the Meeting.
Yes, 1300bpo will prepare annual Budgets for the Administration and Sinking Fund.
Yes, In order to remind about levy contribution, 1300bpo can send levy contribution notices to the members. Monitor levy arrears and recover levies where necessary (6 weeks after the due date of the levy).
1300bpo will arrange the venue for the Annual General Meeting (cost of the venue to be borne by the Owners Corporation only).
You will agree on the draft agenda prepared by 1300bpo and organize the AGM meeting and send the draft minutes to 1300bpo for vetting and typing.
You Sign off on minutes and tax return.
The accounting period will be from 1st July to 30th June.
1300bpo will lodge the tax return through its agent.
Yes, 1300bpo can produce the annual set of accounts for the Annual General Meeting.
They will generally be held once a year but the Executive Committee Meeting may be conducted more often.
Yes, 1300bpo can provide a monthly accounts paid summary to the Treasurer (or other person of your choice).
Yes, 1300bpo can prepare and lodge quarterly BAS (for GST registered bodies corporate).
Yes, 1300bpo can assist the auditor in providing accounts and records for auditing.
Yes, 1300bpo provide a cost advantage and more user friendly access to your information.
We provide an on-line password protected service to the treasurer (or other person of your choice) so they can access various information about your scheme’s finances at any time of the day or night to suit themselves.
1300bpo can obtain Insurance quotations, renew insurance and ensure adequate insurance are in place, as per your instructions.
1300bpo will lodge claims in accordance with the Act, policy and Executive Committee's instructions.
We have a preferred consultant that can provide that advice. The costs will depend on the complexity, so please ask for a quote when you commence.
1) Maintain the strata roll and minute book.
2) Maintain correspondence files.
3) Record and retain notices.
4) Issue minutes of delegated performance.
5) Maintain the common seal.
6) Attend to routine written and oral communication.
7) Forward copies of quotes, purchase orders and correspondence to the Secretary.