Private by design

Self-managed strata operating health check

Answer 13 practical questions to turn financial-record and continuity gaps into a simple action list.

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Product fit

Is the strata scheme in NSW?

StrataTally's current product focus is NSW.

Does the scheme have between 2 and 10 lots?

The current guided workflows are designed and tested for small schemes in this range.

Operating foundation

Is there a current committee or secretary contact owners can reach?

Notices and financial-hardship enquiries need a real scheme contact path.

Is the strata roll current and checked against a reviewed source?

Lot, unit-entitlement and contact records drive notices and allocation work.

Can at least two authorised committee members access the records?

A single-account dependency makes handover and continuity fragile.

Financial control

Are the opening administrative and capital works fund positions documented?

Reports need a reviewed starting position, not a guessed balance.

Do recorded expenses have their invoices or receipts attached?

Evidence makes supplier liabilities and payments reviewable.

Is each bank account reconciled to retained statements regularly?

Reconciliation tests whether recorded cash agrees to the bank evidence.

Can the committee reproduce issued levies, receipts and unpaid balances by lot?

A reliable receivables ledger supports fair owner communication and cash planning.

Is there a reviewed annual budget that can be compared with actual activity?

A budget-versus-actual view makes emerging fund pressure visible.

Records and resilience

Are important contracts, minutes, insurance and source records in a durable archive?

Key evidence should not depend on one person's inbox or computer.

Has the committee recently exported and independently backed up its records?

Portability and a separate verified copy reduce dependency on one installation.

Does the committee track upcoming obligations from reviewed sources?

Named responsibility, source and due date reduce reliance on memory.

Your operating-foundation snapshot

Start with the essentials

Answer the questions to create a practical, private action list.

Recorded controls

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Known gaps

Needs confirmation

Confirm the state and registered lot count to check the current product fit.

Founding access sign-in Read the operating guide

This is a product-fit and operating-foundation snapshot, not a legal, accounting, tax, audit or compliance assessment. Verify the scheme's records and obligations from reviewed sources and seek qualified advice where needed. See the Trust Centre for the current software boundary.