Budget Preparation

Clear, tailored budgets to keep your scheme compliant, well-funded, and financially confident

Service Overview

Creating a compliant, accurate budget is one of the most important responsibilities for any strata scheme, especially when you’re self-managed or operating without a full-service manager.

Our Budget Preparation service gives you a customised, easy-to-understand 12-month financial plan that aligns with your scheme’s real-world needs, past expenses, upcoming priorities, and legislative obligations across NSW.

Whether you’re preparing for your next AGM, planning major works, or just want peace of mind, we’ll help you produce a budget that’s professional, realistic, and committee-ready — without the stress or guesswork.

What’s Included

You can use your block hours for any combination of the following:

12-Month Budget Preparation

Side-by-side administrative and sinking (or capital works) fund budgets tailored specifically to your scheme’s size, type, and location.

Review of Past Expenditure

We review your prior budgets, invoices, and supplier costs (if provided) to ensure continuity and accuracy.

Inclusion of Statutory Expenses

Budgets include all legislated items such as insurance premiums, audit costs, fire servicing, safety inspections, and annual report fees where applicable.

Forward Forecasting

We forecast upcoming expenses based on planned works, known issues, maintenance cycles, and inflation — so your budget reflects what’s truly needed.

Optional Levy Contribution Schedule

On request, we can prepare a draft schedule showing proposed levies per unit entitlement to include with your AGM notice or for internal planning.

Supplied in Two Formats

You’ll receive both an editable Excel version and a polished PDF version ready for circulation, committee discussion, or attachment to meeting packs.

One Round of Revisions Included

Need to tweak something after review? One revision round is included at no extra cost.

Why Choose Our Budget Preparation Service?

Tailored to Your Building

We don’t use templates — we build your budget around your actual expenses, building condition, and future goals.

Supports Long-Term Financial Health

We factor in capital works, cyclical maintenance, and inflation so your sinking fund stays sustainable.

Professional, Committee-Friendly Format

Clean, clear layout makes it easy for all committee members — financial or not — to review and understand.

Perfect for Self-Managed or Small Schemes

Especially helpful for committees who want professional guidance without hiring a full-time strata manager.

Pricing

(Including GST)

Budget Preparation: $220 per budget
Add Levy Contribution Schedule: + $50

Price: $280
Optional Add-On: Levy Contribution Schedule +$60

Need help with more than one task?

Ask about our bundled service discounts or ongoing support packages.

How It Works

Provide Background Info

Send us any previous budgets, invoices, quotes, or known annual costs you have — even rough notes are helpful.

Tell Us What’s Coming Up

Let us know about upcoming projects, changes in suppliers, or anything else that might affect your financial planning.

We Build Your Draft Budget

We prepare your administrative and sinking fund budgets based on all available info — typically within 5 business days.

Review & Refine

You’ll receive a draft version to review and can request one round of changes to fine-tune before finalisation.

Get the Final Files

We send you the completed PDF (printable) version — ready to present at your AGM or circulate to owners.

Related Strata Services

Helpful Guides

Book This Service

Take the guesswork out of strata budgeting. We’ll help you stay compliant, prepared, and financially on track.