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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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