Complete property and scheme management support, delivered by a dedicated Portfolio Business Unit.
01
Financial duties
Disciplined financial administration that gives trustees a clear, current view.
Assist trustees with the annual estimate of income and expenditure for Body Corporate approval and levy determination.
Review estimated expenditure monthly.
Maintain complete administration records and proper books of account in line with normal accounting principles.
Prepare monthly income and expenditure accounts, balance sheets and arrears reports for trustees.
Prepare annual financial statements and arrange an audit by the Body Corporate’s nominated auditor.
Collect levies and other income and deposit receipts into the Body Corporate bank account.
Exercise reasonable credit control on arrears up to the commencement of litigation.
Verify and pay accounts from available Body Corporate funds.
Pay salaries, wages, UIF, Workmen’s Compensation, PAYE and applicable levies.
02
Secretarial duties
Governance, meetings and permanent records handled with care.
Arrange the Annual General Meeting and, by agreement, meetings of trustees.
Store minute books, attendance registers, bondholder registers, sectional plans, rules, insurance policies and permanent records.
Advise trustees on meetings, quorums, proxies, voting rights and procedural matters.
Attend to proxy nominations and agendas.
Prepare and dispatch statutory and Schedule 1 notices.
Ensure Body Corporate compliance with CSOS requirements.
Ensure Body Corporate compliance with POPIA requirements.
03
Administrative duties
The essential operating layer behind a well-run scheme.
Operate a current or savings account exclusively in the name of the Body Corporate.
Arrange insurance for buildings, improvements and other required assets.
Manage common-property insurance claims on the Body Corporate’s behalf.
Assist trustees with enforcement of adopted rules on specific instruction from the Body Corporate.
04
Maintenance duties
Responsive oversight for every shared space and supplier relationship.
Source, coordinate and communicate with contractors and service providers for common-property matters, including gardens, security and general maintenance.
Supply trustees with contractor and service-provider quotations for common-property work.
Provide the Body Corporate with access to a building inspector or roaming supervisor.
BUILT AROUND BETTER LIVING
Behind every remarkable property is a system that works.
From financial control to responsive maintenance, Attlee protects the details that keep communities confident and properties moving forward.
EXECUTIVE MANAGING AGENT · PMR 28
Specialist leadership for schemes without a board of trustees.
Attlee Agency currently acts as Executive Managing Agent to 15 schemes. For details, contact Steve Pool at stevep@attlee.co.za.
