As Managing Agents we provide the following services:

General Administration
Drafting, typing and mailing of correspondence
Typing and circularisation of general notices
Maintenance of copies of all correspondence
Maintenance of Register of members
Issue of Clearance Certificate on transfer of units

Maintenance of statutory records
Books of Accounts
House Rules and amendments thereto
Provisional and annual Tax returns
Records required in terms of the Companies Act

Management Reports
Preparation and circularisation of Financial Statements to Board of Directors / Trustees on a monthly basis
Preparation of annual Financial Statements and submission to Auditors

Meetings and related issues
Attending Board Meetings on invitation only
Organizing the Annual Budget Meeting
Organizing and attending the Annual General Meeting

Personnel Administration
Preparation of Employment Contracts
Payment of wages
Calculation and payment of UIF
Maintenance of Leave records

Insurance
Negotiations with insurers on adequacy of coveragenad competitevenessof rates.
Timeous payment of insurance premiums
Administration of insurance claims

Homeowners Association / Body Corporate payments
Opening of a bank account in the name of the Homeowners Association / Body Corporate
Audit and payment of accounts

Banking Facilities
Negotiation of an overdraft is required
Management of cash reserves to maximise interest received via placement with financial institutions offering the best rates

Billing and Collections
Generation and mailing of monthly Levy statements to members
Collection of monthly levies via banking systems
Follow up and expedition of arrear levies
Billing of interest on arrear levies

Advisory Services
Advising trustees/directors regarding amendments to relevant legislation
Preparation of annual budget prior to Budget Meeting
Obtaining quotes as required
Recruitment of contractors on request
Liason with Attorneys
Drafting of rules

1. We facilitate the conclusion of the Agreement of Sale between the Purchaser and the Seller
2. After the deposit has been made by the Purchaser, the original Agreement of Sale is handed to the Transferring Attorney , a copy is given to the Purchaser, and a copy filed by us
3. We lodge the mortgage loan application at one or more Bank on behalf of the Purchaser – if required
4. The property is inspected to obtain Beetle-free and Electrical Clearance Certificates
5. The Transferring Attorney draws up transfer documents (Power of Attorney & Transfer Duty Declaration) and signed by both parties
6. The Transferring Attorney obtains a rates clearance certificate from the local authority (municipality/metro council)
7. Transfer Duty is paid to Receiver of Revenue (6 is submitted), Transfer Duty Receipt is issued
8. Purchase signs Loan Documentation with the Bank after the Mortgage Loan is approved by the Bank
9. TA lodges all documentation at Deeds Registry at the same time as Bond Documentation is lodged by the bank’s conveyancer
10. The Deeds Registry advises that Transfer and Bond are ready for registration, and the balance of purchase price is payable.  If not available, registration is delayed and postponed for 3-4 days.  If money is not forthcoming, the deeds are rejected until re-lodged.  The purchaser may be “put to terms” and if money is still not forthcoming, legal action may be proceeded with against the purchaser
11. The processed Title Deed issued upon registration, will be handed to the bank’s attorneys in the event of a mortgage registered over the property, or to the purchaser if no loan was used to settle the purchase price
12. Purchaser will obtain transfer of property and become owner of property – property will be registered in purchaser name on a new deed of transfer called a Title Deed