Levy Notice & Arrears Summary Drafting

Clearly formatted levy notices and arrears breakdowns for better communication, compliance, and payment tracking

Service Overview

Issuing clear, compliant levy notices and arrears summaries is essential for ensuring your strata scheme’s financial stability and avoiding disputes with lot owners. When notices are unclear or inconsistent, owners may delay payment, raise complaints, or challenge the validity of contributions — leading to unnecessary conflict and cash flow issues.

Our Levy Notice & Arrears Summary Drafting service provides your scheme with professional, accurate, and easy-to-read documents that are formatted to comply with NSW strata legislation. We tailor each batch to your specific levy resolutions, contribution schedules, and formatting preferences — delivering documents that both inform and prompt action.

This service is ideal for self-managed schemes, committees without administrative staff, and strata managers seeking streamlined, professional levy communication — whether for regular levies, special levies, or overdue payment tracking.

What’s Included

Levy Notice Drafting

Creation of Owner-Specific Levy Notices

Notices are tailored to each lot and reflect:

Contribution amount(s)
Due dates
Fund type (e.g. administrative or sinking/capital works)
Payment instructions (e.g. bank details, reference codes)
Optional commentary for special levies or upcoming AGMs

Incorporation of Scheme Resolutions

Where provided, levy notices are based on the actual resolutions passed at your AGM or EGM, including quarterly or lump-sum contributions.

State-Specific Formatting Compliance

Formatting and content meet the expectations of state legislation in NSW — including terminology, due notice periods, and legal requirements for contribution notices.

Arrears Summary Drafting

Owner-by-Owner Breakdown of Outstanding Levies

Professionally formatted arrears summaries that show:

All unpaid levies
Due dates and levy types
Partial payments (if any)
Interest calculations (if applicable)
Total balance outstanding

Review of Ledger or Financial History (if supplied)

If you provide past levy records, payment reports, or a financial ledger, we’ll reconcile and cross-check to ensure accuracy.

Optional Arrears Summary for AGM Inclusion

A simplified page showing overall arrears totals by lot number or unit — suitable for committee reports or AGM packs.

Output & Formats

Per-Lot PDFs: Each owner receives their own notice or arrears summary, ready to email or print
Optional Cover Letter or Email Templates: Pre-drafted for you to issue with the notices or arrears summaries

Why Choose This Service?

Ensure Legal and Procedural Compliance

Our documents are aligned with the specific requirements of NSW’s strata legislation and your scheme’s own resolutions — reducing the risk of owner challenge or invalid notices.

Eliminate Owner Confusion

Clear layout and plain-English formatting help owners understand what they owe, why, and when — reducing payment delays and queries.

Perfect for AGM Packs and Mid-Year Updates

Use for end-of-year summaries, levy approval implementation, or as a courtesy reminder mid-year to boost payments.

Saves Time for Committees and Managers

Avoid hours of spreadsheet formatting or back-and-forth with owners — we prepare and package everything for you.

Supports Professional Scheme Presentation

Enhance your communications with polished, properly presented documents that reflect positively on your committee or management approach.

Pricing

(Including GST)

Standard Levy & Arrears Pack (Up to 30 Owners): $180 per batch
Large Scheme or Custom Layout (30+ Owners): from $240
Add Custom Cover Email or Letter Template: +$40
Add AGM Summary Page (Total Arrears by Lot): +$30

Price: $320 (one flat fee for all schemes)

Bundle with:

Budget Preparation (to align levy notices with new budgets)
Meeting Agenda Drafting (to include levy motions)
Debt Recovery Support (for follow-up on arrears)

How It Works

Provide Your Data

Send us:

Your most recent levy resolution or contribution schedule
Lot list (including unit numbers and contact details if needed)
Ledger or payment history (for arrears summaries)
Bank account details and payment reference instructions (for notices)

We Review and Clarify

We check for gaps, formatting needs, or inconsistencies and confirm any questions about special levies, part-payments, or historical carryovers.

Drafting Begins

We prepare:

Individual levy notices (one per lot)
Arrears breakdowns (one per lot)
Optional summary documents or covering email/letter

You Review and Approve

You’ll receive a draft batch for review, with one round of edits included if any adjustments are needed.

Final Delivery

We send the final versions in:

PDF format (ready to send or print)
Excel summary (for your records or future updates)

Related Strata Services

Helpful Guides

Book This Service

Keep your financial communications clear, professional, and compliant.

We’ll take care of the formatting — you stay focused on running your scheme.