Property Management
Scope of Services

We have structured our business to provide a personalised service to each of our clients. Our scope of services extends throughout the Western Cape , with schemes managed ranging from the Atlantic Seaboard to False Bay, extending to the Helderberg and West Coast.

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  • Dedicated and specialised portfolio management, supported by a dedicated financial department, is assigned to manage your homeowners association or body corporate. All portfolio managers are extensively trained in sectional title management and the regulations of Section 21 Companies.

  • The team structure ensures that the appropriate specialist skills are applied to the management of your property and provides cover in the event of leave and training.


  • Updating accounting records i.e. general ledger and debtors system.

  • Issuing of monthly levy accounts.

  • Updating and reconciliation of bank account (cheque and investments accounts).

  • Payment of accounts in accordance with Trustee instructions.

  • Payment of wages, and relevant employee levies, on behalf of the Body Corporate.

  • Collection of levies and other income of the Body Corporate.

  • Organise and see to the annual audit.

  • Periodical composition of management reports.

  • Managing and handling of funds on fixed investment.

  • Preparation of annual budget and levy schedule.


  • Negotiation of favourable premiums.

  • Organising of insurance coverage.

  • Support Trustees in determining of insurance values.

  • Submission and succession of insurance claims.


  • Negotiating with independent contractors in co-operation with Trustees.

  • The Trustees will be co-operative with the collection and presentation of the quotations.


  • Assisting the Trustees with obeying the rules of the Corporate Body.

  • Inter action with the legal representative concerning collection of outstanding amounts.

  • Handling of telephonic queries.

  • Written correspondence and issuing of newsletters (as collated by trustees).

  • Supplying Levy Clearance Certificates for transfer of ownership.

  • Organising Annual General Meetings.

  • Attendance of Annual General Meeting, recording and issuing of Minutes.

  • Organising Trustee Meetings, recording and issuing of Minutes.

  • Advise Trustees regarding General and Special Meetings, quorums, proxies and right to vote.


  • Issuing of monthly levy accounts.

  • Updating and reconciliation of bank account (cheque and fixed deposit).

  • Payment of accounts in accordance with Trustee instructions.

  • Payment of wages and relevant employee levies, on behalf of the Body Corporate.

  • Collection of levies and other income of the Body Corporate.

  • Organise and see to the annual audit.

  • Periodical composition of management reports.


  • Immediate advisory service regarding provisions of the Sectional Title Act and other relevant legislation


  • Direct (electronic) payment of salaries and wages to scheme employees

  • Calculation and payment of UIF and P.A.Y.E. deductions for scheme employees

  • Maintenance scheme staff records, managed via third-party application software at a pre-determined fee per employee


  • Maintenance of statutory records of the body corporate or home owners association including:

  • Books of account

  • Schedule 1 and 2 Rules and Regulations thereto

  • Registered sectional title plans

  • Register of bondholders and owners

  • Completion and submission of provisional and annual tax returns (via auditors)

  • Minute books

  • Files and accounting records

  • Employee and payroll records

On taking on of a scheme, a property management take-on specialist will be assigned to ensure a smooth transition. The person concerned will perform a health check of the scheme to confirm that all the appropriate hand-over information is available and loaded, and that the management thereof is fully compliant with all the relevant regulations and legislation. It is our experience that if the take-on of a property is thorough and effective, the on-going success of the management service is assured.