Self-Managed Transition Support

Step-by-step support for buildings moving away from full-service strata management

Service Overview

Switching from a strata management company to self-management is a bold and empowering move — but it comes with legal, financial, and administrative risks if the transition isn’t handled properly.

Our Self-Managed Transition Support service gives your committee a structured, professional pathway to take full control of your scheme — without dropping the ball on compliance, levy management, records, or owner expectations.

We’ll help you navigate the handover, understand your obligations, and hit the ground running with the tools, templates, and guidance needed to operate confidently and independently. Whether you’re ending a contract, dealing with a sudden resignation, or escaping rising management fees, we make the shift smooth, clear, and compliant.

What’s Included

Handover & Record Review

Initial Review of Existing Documentation

We assess what you’ve received from the outgoing manager (if any), including minutes, levy records, insurance, by-laws, owner lists, and contracts.

Identification of Missing or Critical Items

We flag any documents or records you should request or reformat to remain legally compliant and operationally prepared.

Customised Legal & Financial Checklist

A detailed checklist of your obligations under NSW’s strata legislation, including meeting requirements, levy processes, financial record-keeping, and notices.

Support & Guidance

Two Weeks of Follow-Up Email Support

After you receive your materials, we remain available via email to answer questions, provide clarification, or help you implement changes.

Ongoing Support Available on Request

If you need extra help beyond the initial two weeks, we offer flexible support options on an hourly or task-based basis.

Transition Toolkit

Custom “Handover Pack” for Your Scheme

A tailored pack of resources and guidance based on your building’s size, structure, state legislation, and records received.

Ready-to-Use Templates

Editable resources included with your transition support pack:

  • Levy Notice Templates
  • Levy Reminder Notices (First, Second, Final)
  • Arrears Summary Templates
  • Breach of By-Law Notice Templates
  • Budget Template
  • Legal Obligations Summary (NSW-specific)
  • AGM/EGM Agenda Templates
  • AGM/EGM Minutes Templates
  • Work Order & Quote Request Templates
  • Plus More

Optional Strata Roll Setup or Transfer Formatting

If needed, we can format your owner and lot information into a clean, compliant strata roll — essential for issuing levies and meeting notices.

New Committee Induction Guide

A practical onboarding guide for new committee members, outlining their duties, responsibilities, and best practices for self-management.

Why Choose This Service?

Protects Against Compliance Risks

Avoid the common pitfalls of self-management: missing owner records, invalid levy notices, overdue insurance, or improper meeting notices.

Tailored to Your State’s Legislation

Our advice and resources align with NSW strata legislation — no guesswork or generic templates.

Saves You Time and Stress

Instead of starting from scratch, you’ll receive professionally structured templates and processes — ready to use immediately.

Perfect for New Committees

Whether it’s your first AGM without a manager or your first time running the show, we help your committee build confidence and capacity.

One-Time Setup, Long-Term Benefits

A single investment gives your scheme the foundation it needs to operate independently, reduce costs, and avoid unnecessary disputes or penalties.

Pricing

(Including GST)

  • Basic Transition Support Package: $390
  • Enhanced Package (with 2 Weeks of Email Support): $490
  • Add Strata Roll Setup or Transfer Formatting: +$100

Ask about bundled discounts when combining this service with:

  • Compliance Health Check
  • Agenda Drafting
  • Contractor Vetting & Onboarding

Custom quotes available for schemes with complex histories, incomplete records, or urgent transitions.

How It Works

Tell Us Your Situation

Let us know your current position — whether you’re ending a management contract, have already gone self-managed, or never had a manager to begin with.

Provide Any Available Records

We’ll ask you to send whatever documents you’ve received or compiled (e.g. previous levy notices, owner lists, minutes, insurance certificates).

We Review & Prepare Your Setup Pack

We assess your documents, identify any gaps, and build a customised setup pack including checklists, templates, guides, and compliance tools.

Receive and Review Your Resources

We deliver your pack within 5–7 business days, and you can begin using the materials at your own pace.

Follow-Up Support (if included)

For two weeks after delivery, you can email us with any questions, clarifications, or implementation guidance you need.

Book This Service

Ready to transition with confidence and avoid costly mistakes?

We’ll help your committee take over with structure, clarity, and full compliance.