NSW 02 6659 9600 QLD 07 3846 0394

Financial Management

Timely and Accurate Strata Financial Management

Timely and accurate strata financial management is an essential component of effective Strata and Body Corporate Management. We provide our owners with regular and tailored financial reports to ensure budgets and projections are being met. Our industry leading strata management software provides an extensive suite of financial reports, analysis and forecasting tools. Furthermore, we have qualified in house accountants on-hand to provide timely professional advice.

Peace of mind and security when it comes to your Strata Financial needs

Legislation requires that certain records and accounts be kept (and maintained). Details of everything you need to know regarding those responsibilities can be found in the relevant state legislation. Here’s a summary of the important elements:

• Annual Budget details for each strata scheme
• Detailed Accounting Records (split into the administrative & capital/sinking funds)
• Financial statements (P & L / Balance sheet)
• Investment account statements
• Trust account statements / reports
• Creditor Invoices
• Levy Register
• Payment plans for unpaid levy contributions
• Notices of recovery action for unpaid levy contributions, interest or expenses

Contact SMS Today to Discuss your Strata Financial Management needs.


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I have dealt with SMS for many years but have seen a significant positive improvement in the service levels and offering from SMS in the last 12 months. Having a seasoned General Manager and highly experienced staff are crucial to the successful management of our strata plan. It’s reassuring to have such a solid, well established company taking care of our needs. They truly put clients first….. well done team.read more
Karen Millar
Karen Millar
01:04 09 Jan 20
Very friendly staff , always customer focused, i would recommend SMS strata to any one requiring strata management for their business or investment properties. We deal with them on a day to day basis as one of there trade services and always here great feedback from there clients. Keep up the great work SMS teamread more
Mike Millar
Mike Millar
05:39 17 Oct 19
We have 2 investment properties in Coffs Harbour that have been managed by Andrew for the past 5 years. Whilst we have always been happy with Andrew, in recent months, and especially following our dealings with Kara, there has been a dramatic increase in the service levels and offerings from the SMS team. In comparison to the service we receive from a much larger Strata manager in Sydney, SMS are leaps and bounds ahead and we would highly recommend them.read more
Stuart R
Stuart R
02:09 19 Sep 19
SMS knows the true meaning of customer service. They provide regular flyers about all aspects of strata which are extremely beneficial. We can now do our meetings with online voting and their client portal is a wealth of information!! Congratulations to SMS on their new website too.......it's so easy to find things! It's comforting to be involved with a company that has such an experienced, proactive and friendly team. They have been looking after my strata property on the Mid North for many many years and I would have no hesitation in recommending them. Well done guys :)read more
Margaret F
Margaret F
01:28 19 Sep 19
Quiet picnic grounds, near water
Lizette Pickering
Lizette Pickering
03:23 31 Aug 19
I have an investment property that is managed by SMS. Always find the staff polite and friendly and willing to assist me when I need help.
S Smith
S Smith
22:30 04 May 19
They have been very helpful and listen to enquiries , maintenance issues always get priority. Thank you
Kathy Tubbs
Kathy Tubbs
08:26 16 Jul 18

QLD Office

18 Ryan Street
West End QLD 4101
(07) 3846 0394

Coffs Harbour

NSW Office

123 West High Street
Coffs Harbour NSW 2450
1800 351 078