Existing Strata Schemes

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Existing Schemes

Lockhart Strata Management specializes in the management of existing strata schemes across the Perth Metro Area. The services include budget and meeting notice preparation, attending and chairing (if required) AGMs, issuing quarterly levy contribution notices, preparing accurate financial accounts, assisting with insurance renewals, and providing sound guidance to the strata council. Whether you're looking to get things back on track or simply improve the current situation, Lockhart Strata Management is here to assist and follow the instructions of the strata council.

Our services include

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Preparing budgets and meeting notices

Issuing quarterly levy contribution notices

Insurance renewal assistance

Accurate financial account preparation

Attending and chairing AGMs (when required)

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Ongoing guidance for the strata council

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01

Professional Accounting

Properly prepared financial statements and accounting processes are not only required under the Act but also preserve the value of your investment. At Lockhart, we provide this service as part of our agreed services, ensuring your financial accounts are prepared and documented transparently, accurately, and with utmost professionalism.

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02

Budget & Meeting Preparation

Lockhart will assist the strata council with the preparation of the proposed budget, levy schedules, AGM notices, and issuing the subsequent minutes of each meeting. Lockhart can also chair the AGMs (if required) and provide suggestions or recommendations to the strata council or owners, which would ultimately be decided on by the owners in the meeting.

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03

Owner Portal

The Owners Portal is fundamental for ensuring transparency, harmony, and confidence among owners and other interested parties. It allows access to invoices, important documents, and real-time updates on the financial position. Owners and committee members can also use the portal to lodge work requests and track the progress of various jobs.