Compliance Health Check

A full strata compliance review — so you can fix issues before they cost you

Service Overview

Strata compliance isn’t just about ticking boxes — it’s about protecting your scheme from fines, disputes, liability, and owner challenges. If your records aren’t in order, your insurance might be compromised, your AGM could be invalid, or a tribunal claim could catch you off guard.

Our Compliance Health Check is a structured, state-specific review of your scheme’s key documentation and practices. We identify risks, gaps, and outdated procedures — then give you clear, actionable steps to fix them. Whether you’re newly self-managed, preparing for an AGM, or taking over from a strata manager, this service gives you confidence, clarity, and compliance peace of mind.

Designed specifically for self-managed schemes, new committees, and proactive strata managers seeking external verification.

What’s Included

Core Compliance Review

Strata Roll Assessment

We check whether your ownership and contact records are complete, accurate, and compliant with your state’s requirements.

Meeting Minutes & Quorum Review

Examination of your past AGM and committee meeting minutes for proper structure, content, and quorum compliance.

Levy Notice Review

Evaluation of recent levy notices to ensure correct formatting, contribution details, due dates, and legal alignment.

Insurance Compliance Check

Review of your current insurance certificate to confirm policy coverage, renewal dates, and legislative minimums.

Fire Safety (AFSS) Check

Where applicable, we verify your Annual Fire Safety Statement status and obligations under NSW fire regulations.

By-law Register Review

Review of your current by-laws for format, clarity, registration details, and whether they reflect your scheme’s operations.

Record keeping Audit

We assess whether your scheme is keeping appropriate records for financial approvals, quotes, correspondence, decisions, and legal notices.

Reporting & Tools

Compliance Summary Report

A structured report with findings, broken down by document type and area of concern.

Risk Rating System

Each issue is rated as Red (Critical), Amber (Needs Attention), or Green (Compliant) to help you prioritise actions.

Custom Internal Checklist

A practical checklist tailored to your building to help your committee monitor compliance going forward.

Optional Add-On

Follow-Up Phone or Zoom Session

We walk you through your results, answer questions, and offer guidance on how to resolve issues internally or with our help.

Why Choose This Service?

Spot Legal Issues Early

Identify gaps before they result in insurance breaches, invalid votes, or tribunal claims.

Designed for Self-Managed Schemes

Perfect for committees without a professional manager who want to ensure they’re on track.

Reduces Risk and Liability

Ensures your documents and processes won’t become a legal or financial problem down the line.

Peace of Mind for Meetings or Reviews

Ideal ahead of AGMs, developer handovers, or owner challenges — so you’re prepared with a solid paper trail.

Pricing

(Including GST)

  • Basic Health Check (up to 10 lots): $290
  • Larger Schemes or Complex Records: from $380
  • Optional Phone or Google Meets Walkthrough Session: +$60
  • Price: $480 (flat fee for all schemes, all documents)

Bundle this service with Agenda Drafting or Self-Managed Transition Support and receive a discounted rate.

How It Works

Share Your Current Records

Send us your available documentation, including meeting minutes, levy notices, insurance certificates, strata roll, by-laws, and any other relevant material.

We Conduct a Full Review

We examine all documents and procedures against current legislation and compliance best practices.

Receive Your Compliance Report

You’ll get a written summary highlighting missing, outdated, or incorrect items, with risk levels and specific recommendations.

(Optional) Book a Follow-Up Session

We’ll walk you through your results in a call or Zoom meeting and answer questions about next steps or options for fixing identified gaps.

Use Your Checklist to Take Action

Use your tailored internal checklist to resolve issues in-house, delegate to us, or keep on file for future committees.

Book This Service

Not sure if your scheme is meeting legal requirements?
Let’s find out before it becomes a problem.