sample - jim’s building inspections · bcon (ii class honours) uts company name: jim's...

Strata ReportInspection Date:

Property Address:

SAMPLE

Contents

The parties

Results of inspection - summarySection A

GeneralSection B

AccessibilitySection C

Significant itemsSection D

Additional commentsSection E

Annexures to this reportSection F

Definitions to help you better understand this report

Terms on which this report was prepared

Special conditions or instructions

If you have any queries with this report or require further information, please do not hesitate to contact the person who carried out the inspection.

This Report contains reference to material that is the copyright of Standards Australia. That content is reproduced under agreement with SAI Global to Jim's Building Inspections (Australia).

Original Inspection Date Fri, 09 Mar 2018Modified Date Thu, 19 Apr 2018SAMPLE

The Parties

Name of Client:

Name of Principal (if applicable):

Job Address:

Client's Email Address:

Client's Phone Number:

Consultant:

BCon (II Class Honours) UTS

Company Name: Jim's Building Inspections (Randwick)

Company Address and Postcode:

Company Email: [email protected]

Company Contact Numbers:

Special conditions or instructions

A report may be conditional on information provided by the person, agents or employees of the person requesting the report, apparent concealment of possible defects and a range of other factors.

The following apply: The strata search report is based on the documentation provided at the time of the inspection. Please note we cannot guarantee that we were provided with all of the records associated with this strata plan as many managing agents hold various files separately to the main general files, and some Executive Committees hold documents at the site itself. Furthermore, some managing agents are now storing files electronically, in particular email correspondence. No liability will be held for documents that are missing or not available at the time of search.

SAMPLE

Any prospective purchasers should contact your strata manager prior to the commencement of any renovation works within your unit. Each strata plan has specific by-laws and procedures to follow in relation to obtaining renovation works approval.

Please contact the building inspector to discuss the report findings that require further clarification.

SAMPLE

Section A Results of inspection - summary

A summary of your inspection is outlined below; please also refer to the Report.

Found Not Found

Strata Details

Records

Financial Summary

By-Laws

Insurance

Annual General Meetings

Additional specialist inspections:

- Solicitor or Conveyancer

- The Vendors / Vendors Agent

In summary the building, compared to others of similar age and construction is in the condition documented in this report.

SAMPLE

Section B General

General description of the property

Building Type: Residential, Apartment, Unit

Number of Storeys: Three Storey

Main building – floor construction: Concrete, Slab - Suspended Slab, Slab on ground

Main building – wall construction: Cavity Brick, Rendered, Solid Masonry

Main building – roof construction: Pitched, Tiled, Timber Framed

Other timber building elements: Architraves, Door Frames, Doors, Floorboards, Internal Joinery, Window Frames

Other building elements: Driveway, Fence - Fabricated Metal Fence, Footpath, Party Walls, Retaining Walls

Occupancy status: Occupied

Furnished: Furnished

Strata or company title properties: Yes

Orientation (to establish the way the property was viewed):

West

Prevailing weather conditions at the time of inspection:

FineSAMPLE

Section C Accessibility

Areas Inspected

The following documents were cited at the time of inspection. As stated in your Pre-Inspection Agreement, limitations and restrictions are to be expected for these inspections, and may limit the scope of the inspection. Refer also to obstructions.

- Not Applicable

This report excludes documents which were not available at the time of inspection, or where information recorded within documentation is limited.

The following strata documents were not available:

- Not Applicable

Obstructions and Limitations

The inspection of strata documentation may be restricted by the following limitations:

- Not Applicable

Limited information and unavailable documentation greatly restricts the scope of this inspection. The client should make arrangements to gain information, from the owners' corporation, that is not readily available at the time of inspection.

Undetected defect risk

A risk rating is provided to help you understand the degree to which accessibility issues and the presence of obstructions have limited the scope of the inspection.

The risk of undetected defects is:

When the risk of undetected defects is high we strongly recommend further inspection once access is provided or if the obstruction can be removed. Contact us for further advice.

SAMPLE

Section D Significant Items

Strata Details

Finding 1.01

Building: Strata Documents

Location: Strata Documents

Finding: Building Details

Information: Age of the Building: 51 years Strata Plan Registered: Yes, cited at time of search Fire Safety Records kept: No, not found at time of search

Finding 1.02



Finding: Certificate of Title

Information: Identifier: CP/SP2397 Edition: 2Date: 16/12/2013Authentication Number: Y74K-Y5-WVHR

SAMPLE

Finding 1.03



Finding: Lot Details

Information: Recorded Owner: Ms Wendy Ray Jones Recorded Address: 102 Macquarie St, Chifley Recorded Mortgagee: Nil Aggregate Unit Entitlement: 19.00 / 456.00 Percentage of Total Unit Entitlement: 4.2% Number of Units in Strata Plan: 22 units Number of Lots in Strata Plan: 44 Lots Lot/Unit Numbers Correspond? Yes Size of Lot in Question: 65 m2 Ascertained from: Strata Roll Recorded Ownership Date: Unknown

Finding 1.04



Finding: Strata Manager Details

Information: Name: Clisdells Strata Management Address: 623 Princes Highway, Rockdale NSW 2216 Phone: (02) 9556 5222 Date of Appointment: Not found at time of search Strata Manager Agreement: Yes, cited at time of search (Dated 19/04/2017) Strata Manager: Yuliya Sobol

SAMPLE

Records

Finding 2.01



Finding: Previous / Future Planned Major Works

Information: Future planned works:

* Window and Door Replacement Works. Currently under review, as per tender outcomereport dated 27/03/2017 (Sutech)

Approximate dates when work was last completed on this residence:

* New retaining walls, Carports and Paths (As per DA Approval dated 6/10/2017). Note,retaining wall works are in settlement of a dispute with the neighbouring property at 2 JohnFord Rd. Works will be based on RHM Consultants Report dated 14/02/2014. Retaining wallworks as per Sydney Remedial Builders quote for $122,450.

* Building remedial works, including balcony repairs, concrete spalling repairs, waterproofingbalconies, balcony handrails, coatings and finishes, as per BCMG tender for $312,850 -2011

* Replacement of Handrails, as per Railsafe quote for $22,121 incl GST - 2011

* Replacement of aluminium sliding doors, as per Lock and Roll quote for $21,863 - 2008

SAMPLE

Finding 2.02



Finding: Records Found

Information: By-laws are included: No, not cited at time of searchAny pending unregistered by laws: No Insurance schedule is included: Yes, Copy included in Appendix # First owners name and address recorded: Yes, Copy included in Appendix # Expenditure Forecast: Yes, Copy included in Appendix # Certificate of Title: Yes, cited at time of searchProperty Valuation: Yes, Copy included in Appendix # Defects Report Found: Yes, Copy included in Appendix #

Financial Summary

Finding 3.01



Finding: Lot Financial Levies

Information: Administrative Fund: [Quarterly] $433.90 Sinking Fund: [Quarterly] $0.00 Total Levies Due: [Quarterly] $433.90 Paid to: 31/03/2018 Next Levy Due: 1/04/2018 Levy Balance: $0.00 in Arrears Last Change: 1/10/2017Last Change Amount: +$72.65 (Previous levy total $506.55)

SAMPLE

Finding 3.02



Finding: Sinking Fund Analysis

Information: Report Found: Yes, dated: 11/06/2016 (G.S Building Consultants)

Report meets the below requirement: Yes [5-Year Revision Forecast]

Note: 10-year sinking fund plan obligations of the strata schemes management act 1996 became effective from 01/07/2006. All strata plans should have their 10-year plans in place before the second AGM after the date of requirement. All plans are to be reviewed after (5) years.

SAMPLE

Finding 3.03



Finding: Special Financial Levies

Information: Current special levy: N/A

Proposed special levy: $733,755 total for removal and replacement of windows & doors. (Note: Please refer to Motion 8 of Annual General Meeting Minutes. The decision on the above is subject to an Extraordinary General Meeting to be held on 29th March 2018. The other option to be tabled is for a 5 year loan in lieu of the special levy).

Past special levies:

Special Levy 1: $76,074.00 total to fund shortfall of Boundary wall & Carport Works. To be paid in one instalment due and payable on 11/12/2017.

Special Levy 2: $45,000 total to fund the consultant cost to lodge DA application to council (for retaining wall works) and superintend the concreting works project and increase cost of remedial works. To be paid as per unit entitlement in two instalments, due and payable on 1/11/2016 & 15/01/2017.

Special Levy 3: $60,000 total to the Administrative Fund, to be paid as per unit entitlement in one instalment, due and payable on 1/03/2015.

Special Levy 4: $10,000 total to fund compensation of owners who have not had use of their car space since Nov 2013 ($20 / week for 18 months), to be paid as per unit entitlement in one instalment due and payable on 1/03/2015.

Special Levy 5: $80,000 total to fund the balance of remedial works and external handrails. To be paid as per unit entitlement in one instalment due and payable on 1/10/2010.

Special Levy 6: $340,000 total to fund building remedial repairs. To be paid as per unit entitlement in one instalment, due and payable on 1/02/2010.

All current, past and proposed levies are recordedSAMPLE

Section D Significant Items

Finding 3.04



Finding: Strata Financial Records

Information: Administrative Fund Balance: +$188,004.63 Sinking Fund Balance: +$17,465.41 As at: 9/03/2018 Accounting records kept as per the Act: Yes, Copy included in Appendix # Annual Financial Statements prepared: Yes, Copy included in Appendix # Auditors are appointed: Yes, as per 2017 Annual General Meeting Minutes (Motion 4)

By-Laws

Finding 4.01



Finding: Animal By-Laws

Information: Subject to section 49 (4) of the Act:

Note: No By-Laws were available at the time of search, therefore, the standard By-Law concerning the Keeping of Animals has been adopted.

Option A 1. Subject to section 49 (4) of the Act, an owner or occupier of a lot must not, without theprior written approval of the owners corporation, keep any animal (except fish kept in asecure aquarium on the lot) on the lot or the common property2. The owners corporation must not unreasonably withhold its approval of the keeping of ananimal on a lot or the common property.

SAMPLE

Insurance

Finding 5.01



Finding: Insurance

Information: Insurer: CHU Underwriting AgencyInsurance Period: 1/08/2017 - 1/08/2018Policy Number: 818728Insurance Valuation Date: 16/05/2017Valuation Amount: $7,910,000 Land Valuation Date: 1/07/2016 Land Valuation Amount: $7,170,000Building Sum: $7,910,000 Common Contents: $28,392Loss of Rent: $1,186,500Fidelity Guarantee: $250,000Office Bearers Liability: $1,000,000Legal Liability: $30,000,000Voluntary Workers: $200,000 / $2,000Catastrophe: $2,373,000 Lot Owners’ Fixtures & Fittings: $250,000 Premium: $7,709.10

SAMPLE

Finding 5.02



Finding: Insurance - Claims Above $250

Information: Claim 1: Burst pipe Unit 2 leaping into Unit 6 ($1670) - 3/06/2015 Claim 2: [Details Listed] Claim 3: [Details Listed] Claim 4: [Details Listed] Claim 5: [Details Listed]

Annual General Meetings

Finding 6.01



Finding: First Annual General Meeting - Minutes

Information: First recorded AGM: Not found at time of search Last annual general meeting: 2nd November 2017 Next meeting to be held: November 2018 (TBC)

SAMPLE

Finding 6.02



Finding: Past AGMs held - Summaries

Information: Date of AGM: 2/11/2017 Summary of AGM held: Summary Administrative Fund Balance: +$127,358.06 Sinking Fund Balance: +$19,693.40 As at: 30/06/2017 Details: For full details please refer to the Annual General Meeting Minutes attached to the Appendix ______________________________________________________________________________________ Date of AGM: 22/09/2016 Summary of AGM held: Summary Administrative Fund Balance: +$90,061.82 Sinking Fund Balance: +$27,343.61 As at: 30/06/2016 Details: For full details please refer to the Annual General Meeting Minutes attached to the Appendix ______________________________________________________________________________________ Date of AGM: 22/09/2015 Summary of AGM held: Summary Administrative Fund Balance: +$99,764.99 Sinking Fund Balance: +$21,698.41 As at: 30/06/2015 Details: For full details please refer to the Annual General Meeting Minutes attached to the Appendix ______________________________________________________________________________________

D4 Further InspectionsSAMPLE

We advise that you seek additional specialist inspections from a qualified and, where appropriate, licensed -

- Solicitor or Conveyancer

- The Vendors / Vendors Agent

Jim's Building Inspections can put you in contact with qualified and licensed providers of these and other trades services. Please contact your inspector for recommendations, or visit www.jims.net.

D5 Conclusion - Assessment of overall condition of property

As documented within the report. Please consult your Solicitor, Conveyancer or other Financial Consultant, with respect to the findings and how these affect your decision as to whether to purchase this property.

For further information, advice and clarification please contact Trent Mison on 0416 978 230

Section E Attachments and Further Comments

SAMPLE


Administrative Fund A fund that is used by the Owners Corporation to cover the day-to-day expenses of the strata scheme. Such expenses may include electricity, water, cleaning, insurance premiums and general maintenance. This fund is drawn from the levies paid by all owners and proprietors.

Aggregate Unit Entitlement

The total of all lot unit entitlements within the strata scheme.

Annual General Meeting

A meeting of the Executive Committee, Owners Corporation and owners within the strata scheme that is held once a year. Such meetings may involve amendments to by-laws, discussion of future planned works and analysis of levies and other financial issues.

Building and Site The main building (or main buildings in the case of a building complex) and all timber structures (such as outbuildings, landscaping, retaining walls, fences, bridges, trees, tree stumps and timber embedded in soil) and the land within the property boundaries up to a distance of 50 metres from the main building(s).

By-Laws A set of pre-determined governing rules that the proprietors and occupants within the strata must follow. By-laws are generally determined at the First Annual General Meeting and may be amended in following meetings. Also called Articles or Rules.

Certificate of Title The title deed that is issued to the owner to prove ownership of the lot. Also issued to the Owners Corporation for the common property.

Client The person or other entity for whom the inspection is being carried out.

Committee Administration of an owners corporation is the responsibility of the committee, a group of owners elected to represent lot owners of the strata plan. The committee carries out duties on behalf of these owners, which generally involve maintenance and repair works throughout the common property, as well as enforcing by-laws.

Common Property The common areas of the strata building or community that are shared by all owners and proprietors. These areas include, but are not limited to, driveways, garages, common recreational areas, foyers, hallways, fencing and gardens. Maintenance and reparation works in these common areas are the responsibility of the strata company.

Defect Fault or deviation from the intended condition of a material, assembly, or component.

Inspection Close and careful scrutiny of a building carried out without dismantling, in order to arrive at a reliable conclusion as to the condition of the building.

Inspector Person or organisation responsible for carrying out the inspection.

Levy A financial contribution paid to the strata company by all owners to cover projected expenditures for the strata company. Such payments are generally made quarterly, and are based on lot entitlement.

Limitation Any factor that prevents full or proper analysis of the strata documentation

SAMPLE


Lot A sub-division of a property that is separately owned. This is generally an apartment or townhouse.

Minutes Documentation of the proceedings for meetings held by the Owners Corporation.

Office Bearers Three members of the Committee, as elected by lot owners and the Owners Corporation. Generally include a chairperson, secretary and treasurer.

Owner The individual or company that purchases a strata lot and is registered on the Certificate of Title.

Owners Corporation The legal entity consisting of all lot owners within the strata scheme. Generally formed in the first annual general meeting, or when a strata plan is registered.

Significant item An item that is to be reported in accordance with the scope of the inspection.

Sinking Fund Contributions made to this fund cover the cost of future projected expenditures. These may include general maintenance of the common areas, as well as planned replacement of building elements, such as floor coverings or roofing. Commonly referred to as a Reserve Fund.

Site Allotment of land on which a building stands or is to be erected.

Special Levy A levy that is paid as a lump sum by all owners to cover unplanned or unexpected expenditures. Special levies may be essential, e.g. maintenance to fire safety equipment, or non-essential, e.g. painting the exterior walls of the property.

Strata Plan The plan that subdivides the land of a strata scheme into lots and common property to be individually owned.

Strata Scheme The land or building(s) that is sub-divided into lots, which are individually owned. The strata scheme includes all lots as well as common areas, such as driveways, hallways, fencing, gardens and external walls and roofing. Generally a block of apartments, but may also be townhouses or commercial offices.

Unit Entitlement The entitlement assigned to each individual lot, as shown on the strata plan. The entitlement is dependent on the size of the lot, as well as other varying factors. Entitlements determine the proportion of the total annual budgeted levies payable by each lot owner.

SAMPLE


SERVICE As requested by the Client, the inspection carried out by the Building Inspection Consultant (the Consultant) was a [i]Strata Inspection[/i]. A Pre-Inspection Agreement was issued prior to service and forms part of the service agreement. PURPOSE The purpose of this inspection is to provide advice to the client or other interested party regarding the adequacy of the managing agent and/or the relevant officers of those bodies, entities, and companiesÃ¢â¬â¢ owners/corporations. SCOPE OF INSPECTION We use visual or electronic (pretty sure we can just do electronic as not specifically stated in the reg or act not allowed) inspection methods of the documentation and records kept to comply with relevant sections of Strata Schemes Management Regulation 2010 and Strata Schemes Management Act 1996 No 138. The purpose is to form an opinion as to the adequacy of the managing agent and/or the relevant officers of those bodies, entities, and company owners/corporations. This report is prepared from extracts of books and records provided to it by the relevant officer of the companies, bodies, entities, owners/corporations, so far as was possible, and from conversations with the Managing Agent and/or the relevant officers of those bodies, entities, companies owners/corporations. ACCEPTANCE CRITERIA Unless noted in [i]Special Conditions or Instructions[/i], this Report assumes that the existing use of the building will continue. EXTENT OF REPORTING Significant items to be reported are as follows: (a) Financial Records (b) Strata management details (c) Insurances / Claim (d) By-laws The Scope of Reporting is limited to the following items: - History of past owner complaints and disputes - Recent or future plans for major maintenance or improvement works - Any irregularities related to the building identified in Defects Reports or Fire Safety Certificates - The balance of information is supplied as a collation of attachments for the clients information only LIMITATIONS The Client acknowledges: The possibility that all of the records provided to it by the relevant officer of the companies, bodies, entities, owners/corporations, may not have been made available for inspection, or may not have contained all of the information of interest to the Client or the mortgagee of the client. That No attempt will be made during the course of inspection to ascertain whether any Managing Agent or the relevant officer of the companies, bodies, entities, owners/corporations, have complied with detailed accounting requirements of the Property, Stock and Business Agents Act 2002

SAMPLE


EXCLUSIONS We only inspect documents that are made available to us it is not the responsibility of the inspector to prove validity and accuracy of the documents provided. COMPLIMENTS, COMPLAINTS AND CONCERNS: Your feedback, both positive and negative, can assist us to improve our services. We encourage you to please contact us with any compliments or concerns directly and as soon as you are able. The process for managing customer feedback is documented below: 1. Contact your inspector directly to provide feedback or make any complaint as soon as you are able. 2. If your inspector cannot resolve it or it involves our insurers they will escalate it to their Regional Franchisor (Manager) and / or insurer as applicable. 3. You can also contact their Regional Franchisor (Manager) directly on 131 546 ask to speak to your Inspectors Regional Franchisor (Manager) or email [email protected] Should you have any queries about our terms and conditions, the inclusions, or exclusions of this report, please contact your Inspector.

SAMPLE

ffiClirdcll*GTNTI:-TEfiI

Clirdclb Straia lllanagemcnt

INTERIM REPORTS

for the financial year to 31/0312018

Strata Plan 2397

1 Brown Road, MAROUBRA NSW 2035

Manager:Yuliya Sobol

Balance Sheet

lncome & Expenditure Statement

Expenditure By Account

Pctcr Clirdcll Pty LtddHt'@sm

Telz (V219556 iDLFrr: (02) 9556 5221

623 Princs lligbwayRockddcNSV 2216

tactcd Bry 30Rockdelc DC NSW 2276

DX 25304 Rockdal€

Page

1

2

5

SAMPLE

Clirdcllr Straia

Balance

Pctcr Clirdcll Pty LtdslffisF

Te* (04) 9s56 52Fr:: (02) 9556 5223

623 Princc }{ighveYRoctdalc NS\P 2216

Lackd Bry 30RocL.dde DC NSW 22t.6

DX 25304 RockdaleClirdcll*rerllirrtEr{il

ftlanagcmcnt

Sheet

As at 09/03/2018

The Owners--Strata Plan 2397 1 Brown Road, MAROUBRA NSW 2035

Owners'fundsAdministrative Fund

Operatin g Su rpl us/Deficit--Ad min

Owners Equity-Admin

CapitalWorks FundOperating Su rpl us/Deficit--Capital Works

Owners Eq uitY-CaPital Works

Net owners' funds

Represented by:

AssetsAdministrative Fund

Cash at Bank-AdminReceivable--Levies (Special)-Ad mi n

Receivable--Levies-Admi n

CapitalWorks FundCash at Bank-CaPital Workslnvestment 1 - CaPitalWorks

Unallocated Money

Iofal assefs

Less liabilitiesAdministrative Fund

Creditor-GST-AdminPrepaid Levies-Admin

CapitalWorks FundCred itor-GST-Capital Works

Unallocated Money

Total liabilitiesNet assets

Current period

60,886.02127,118.61188,004.63

(2,227.99)19,693.4017,465.41

----*@s,4?0,04

176,108.54

13,968 492,168.60

192,245.63

12,990.634,115.13

17,105.76

0.00---70eJ5ll3O

2,093.752,147.254,241.00

(35e.65)(35e 65)

0.00

3,881.35

$205,470.04

09/03/201 8 7:07 Janelle Macdouall Peter Clisdell Pty Ltd Page

SAMPLE

,ffiClirdcll*relnNETGH?T

Clirdcllr Strata ilanagcmcnt

lncome & Expenditure Statementfor the financial Year-to-date

ol l07 12017 to 09/03/201 I

Pctcr Clirdcll Pty LtdaNtl@sr

Tel: (m) 95rc tnzFu: (02) 9556 5223

623 Prince HighweYRockdclc NSV 2216

hcked Bry 30Rockdrlc DC NSV 2216

DX 25304 Rockdal€


Administrative FundCurrent period Annual budget Previous year

o 1 t 07 t20 1 7 -09 t 03 t20 1 8 0 1 I 07 t20 1 7 -30 I 06 I 20 1 I 0 1 I 07 I 20 1 6-30 I 06 t 20 1 7

Revenue

Bank lnterest--Admin

I nterest on Arrears--AdminLevies Due (Special)-Admin

Levies Due-AdminStatus Certificate Fees (S.109 & 5.26)

Strata Roll lnspection Fees

Sundry lncome

Total revenue

Less expenses

858.91

133.57

69,158.38

31,570.30218.00

62.00

0.00

0.00

0.00

0.00

37,865.000.00

0.00

0.00

1,01'1.31

414.18

40,909.64

43,148.11

218.00

93.00

80.00

Admin-Accountin g-Tax Fees-Aud it fees

Admin-Bank Charges-Account Fees

Admin-Legal & Debt Collection Fees

Admin*Status Certificate Fees

Admin-Storage Fees

Admin-Strata Roll lnspection Fees

Admin-Electronic Medium

Contractor Compliance

lnsurance Valuationslnsurance--PremiumsMaint Bldg - Special Project 2

Maint Bldg - After Hours Service Fee

Maint Bldg-Cleaning & Lawns

Maint Bldg-Cleaning Contract

Maint Bldg-Consultants

Maint Bldg-ElectricalMaint Bldg-Fire Protection - General Repairs

Maint Bldg-Plumbing & Drainage

Maint Bldg-Special Projects

Maint Grounds--General

Management Fees-Standard

Other Expenses-Admin

Quarterly Report Fees

ScheduleB&DFeesSundry Expenses

Utility-ElectricityUtility-Water & Sewerage

102,001 .16

160.00

3.00

0.01

218.00

132.64

62.00

277.20

66.00

35.00

7,065.40

0.00

0.00

877.70

4,403.70

16,957.27

175.00

0.00

0.00

0.00323.64

3,499.60

581.04

264.16

3,168.54

0.00

537.862,307.38

37,865.00

180.00

0.00

0.00

0.00

190.00

0.00

0.00

75.00

440.00

8,500.00

203,193.00

0.000.00

12,000.00

0.00

500.00

0.00

1,000.00

0.000.00

5,200.00

850.00

380.00

1,000.00

100.00

1,450.006,000.00

85,874.24

160.00

0.00

0.00

218.00

189.48

93.00

33.00

64.00

440.00

7,788.24

0.00

80.000.00

10,999.00

10,055.00

(122.18)

1,13s.00

270.00

3,980.000.00

4,999.44

830.04

377.40

785.70

55.12

1,155.11

5,232.10

Total expenses 41,115.14 48,817.45

09/03/201 I 7:07 Janelle Macdouall Peter Clisdell Pty Ltd

24'1,058.00

Page

SAMPLE

Th'e Owners--Strata Plan 2397 1 Brown Road, MAROUBRA NSW 2035

Administrative FundCurrent period Annual budget Previous year

a il 07 t 20 1 7 -oe t 03 t2o I I 0 1 t 07 t 20 1 7 -30 t 06 t 20 1 I O 1 t 07 t 20 1 6 _39

t 96J?0 1!-

Surplus/Deficit

Opening balance

Closing balance

60,886.02

127,118.61

(203,1e3.00)

127,118.61

37,056.79

90,061.82

$188,004.63 -$76,074.39 $127 ,118-6',1

09/03/201 I 7'.07 Janelle Macdouall Peter Clisdell Pty Ltd Page

SAMPLE

The Owhers--Strata Plan 2397 1 Brown Road, MAROUBRA NSW 2035

Capital Works FundCurrent period Annual budget Previous year

o 1 l 07 t2o 1 7.09 l 03 t 201 8 o,l t 07 l 20 1 7.30 l 06 120 1 8 o 1 l 07 120 1 6.30 l 06 l 20 1 7

Revenue

Bank I nterest--CaPital Works

I nterest on Arrears--Capital Works

lnterest on lnvestments-Capital Works

Levies Due-CaPital Works

Sundry lncome

Totalrevenue

Less expenses

Ad min-l ncome Tax--CaPital Works

Capital Works Fund Forecast

Maint Bldg-Brickwork & Structure

Maint Bldg-Electrical Equipment & Wiring

Maint Bldg-General RePlacement

Maint Bldg-Special Projects

Total expenses

Surplus/Deficit

Opening balance

Closing balance

2,323.09 753,449.00

83.09

0.00

7.21

0.00

4.80

0.00

0.00

0.00

0.00

0.00

181 .61

6.50

16.13

3,250.520.00

0.00

0.00

2,323.09

0.00

0.00

0.00

95.1 0 0.00

0.00

0.000.00

0.00

3,620.00

749,829.00

3,454.76

527.70

627.270.00

9,950.00

0.00

0.00

11,104.97

(2,227.99)

19,693.40

(753,449.00)

19,693.40

(7,650.21)

27,343.61

$17,465.41 -$733,755.60 $19,693.40

09/03/201 I 7:07 Janelle Macdouall Peter Clisdell Pty Ltd Page

SAMPLE

*hClirdcll*rernrr:rEril

Clirdelb Strata ltanagenent

Expenditure By Accountfor the financial Year

from 0110712017 to 09/03/2018

Pctcr Clirdcll Pty Ltds1@st

fer: (o2) 95ff $mFex: (02) 9556 5223

623 Prine HighweyRochdclc NSW' 2216

Lockcd Brg 3O

R.ockddc DC NW 2276DX 25304 Rockdele

The Owners--strata Plan 2397 1 Brown Road, MAROUBRA NSW 2035

Date Details Payee Amount GST TyRe Ref'No' Paytgll

Administrative Fund

Strata Accounting & Taxation

$176.00 $16.00

3.00 0.00

Admin--Accounting-Tax Fees'Auditfees 79

23t0812017 lncome Tax Return yle 301612017

Admin-Bank Charges-Account Fees 15'|.4O1

20t1212017 Stop Payment Fee -Active Banking

Admin-Legal & Debt Collection Fees 29

22t0812017 Stage 1 Debt Recovery August 2017

26logt2117 Stage 2 Debt Recovery September 2017

1411112017 levy coll. lot6. 17 110117

Admin--status Certificate Fees 156000

22108t2017 Status Certificate Fee August 20'17

1911212017 Status Certificate Fee December 2017

Admin-Storage Fees 156200

2610712017 Archive Storage Fee July 2017

22lOBl2O17 Archive Storage Fee August 20'17

2610912017 Archive Storage Fee September 2017

2511012017 Archive Storage Fee October 2017

2311112017 Archive Storage Fee November 2017

191122017 Archive Storage Fee December 2017

2310112018 Archive Storage Fee January 2018

2610212018 Archive Storage Fee February 2018

Admin-Strata Roll lnspection Fees 156100

2610712017 Strata Roll lnspection Fee July 2017

2511012017 Strata Roll lnspection Fee October 2017

Admin-Electronic Medium 123

26107120'17 Electronic Medium July 2017

2210812017 Electronic Medium August 2017

2610912017 Electronic Medium September 2017

2511012017 Electronic Medium October 2017

2311112017 Electronic Medium November 2017

1911212017 Electronic Medium December 2017

2310112018 Electronic Medium January 2018

2610212018 Electronic Medium February 2018

ContractorCompliance 99

176.00 16.00 DE

$3.00

141.51

47.17

137.50

$0.00

12.86

4.29

12.50 84210

00041 6

000414

00041 9

000424

00041 4

000428

000409

000414

00041 9

000422

000427

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000431

000433

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oth

Peter Clisdell Pty Ltd


JSMueller&Co



















Peter Cllsdell Pty Ltd


DE

DE

DE

$326.18

1 19.90

1 19.90

$29.65

10.90 DE

10.90 DE

$239.80

18.24

18.24

18.24

18.24

18.24

18.24

18.24

18.24

$21.80

1.66 DE

1.66 DE

1.66 DE

1.66 DE

1.66 DE

1.66 DE

1.66 DE

1.66 DE

$145.92

34.10

34.1 0

$13.28

3.1 0

3.'10

DE

DE

$68.20

38.12

38.12

38.12

38,12

38.12

38.12

38.12

38.12

$6.20

3.47 DE

3.47 DE

3.47 0E

3,47 DE

3.47 DE

3.47 DE

3.47 DE

3.47 DE

000409

000414

0004'19

000422

000427

000428

00043 1

000433

09/03/201 I Janelle Macdouall Peter Clisdell Pty Ltd

$304.96 $27.76

Page 5

SAMPLE

The Owners--strata Plan 2397 1 Brown Road, MAROUBRAAmount

NSW

GST

2035

T' Ref.No. PaymentDate Details

2610712017

22t0812017

26t0912017

25t10t2017

23t11t2017

19t12t2017

23t01t2018

26t02t2018

Other Expenses-Admin 16

2610712017 Administrative Fees July 2017

2210812017 Administrative Fees August 2017

2610912017 Administrative Fees September 2017

2511012017 Administrative Fees October 2017

2311112017 Administrative Fees November 2017

1911212017 Administrative Fees December 2017

2310112018 Administrative Fees January 2018

2610212018 Administrative Fees February 2018

Quarterly Report Fees 13

2610712017 Monthly/Quarterly Report Fee July 2017

2210812017 MonthlyiQuarterly Report Fee August 2017

2610912017 MonthlyiQuarterly Report Fee September2017

2511012017 Monthly/Quarterly Report Fee October 2017

23111 12017 MonthlyiQuarterly Report Fee November2017

1911212017 Monthly/Quarterly Report Fee December2017

2310112018 Monthly/Quarterly Report Fee January 2018

2610212018 Monthly/Quarterly Report Fee February 2018

ScheduleB&DFees 14

1410812017 Lodgement ot BAS 11412017 to 301612017

22lOBl2O17 Schedule B Charges August 2017

1611012017 Lodgement of BAS 11712017 to 301912017

2511012017 Schedule B Charges October 2017

2311112017 Schedule B Charges November 2017

2310112018 Schedule B Charges January 2018

2010212018 Lodgement of BAS 1/'10/2017 lo 3111212017

2610212018 Schedule B Charges February 2018

Utility--Electricity 04

04107t2017 23t03-23t06 3499 720 000

27t09t2017 24t06-20to9 3499 720 000

1010112018 21 Sept to 19 DeCl7

Administrative FundStandard Management Fee July 2017 Peter Clisdell Pty Ltd

Standard Management Fee August 2017 Peter Clisdell Pty Ltd

Standard Management Fee September 2017 Peter Clisdell Pty Ltd

Standard Management Fee October 2017 Peter Clisdell Pty Ltd

Standard Management Fee November 2017 Peter Clisdell Pty Ltd

Standard Management Fee December 2017 Peter Clisdell Pty Ltd

Standard Management Fee January 2018 Peter Clisdell Pty Ltd

Standard Management Fee February 2018 Peter Clisdell Pty Ltd

481.19

481 .1 I481.19

481.19

481.19

481 .1 I481 .1 9

481 .1 I

43.74 DE

43.74 DE

43.74 DE

43.74 DE

43.74 DE

43.74 DE

43.74 DE

43.74 DE

000409

000414

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Peter Clisdell P/L




Peter Clisdell P/L


Energy Australia

Energy Auskalia

Energy Australia

$3,849.s2

79.89

79.89

79.89

79.89

79.89

79.89

79.89

79.89

$349.92

7.26 DE

7.26 DE

7.26 DE

7.26 DE

7,26 DE

7,26 DE

7.26 DE

7.26 DE

$639.12

36.32

36.32

36.32

36.32

36.32

36.32

36.32

36.32

$58.08

3.30

3.30

3.30

3.30

3.30

3.30

3.30

3.30

000409

000414

00041 I

000422

000427

000428

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000433

DE

DE

DE

DE

DE

DE

DE

DE

$290.56

128.48

1 ,1 91 .00

165.00

693.00

643.50

301.41

165.00

198.00

$26.40

11.68 DE

108.27 DE

15.00 DE

63.00 DE

58.50 DE

27.40 DE

15.00 DE

18.00 DE

000412

000414

000421

000422

000427

000431

000432

000433

$3,485.39 $316.85

263.39

303.70 27.61 BPAY 10034997200008

287.95 26.18 BPAY 10034997200008

23.94 BPAY 1003499720 630008

65

67

09/03/201 8 7:07 Janelle Macdouall Peter Clisdell Pty Ltd

$855.04 $77.73

Page 7

SAMPLE

The Owners--strata Plan 2397Date Details


Amount GST TYPe Ref.No. PaYment

Utility--Water & Sewerage 19

26t0912017 20109 4109 941

07 t12t2017 23t08117 - 27 I 1 1 t17

Administrative Fund

Sydney Water

Sydney Water

1,273.10 0.00 BPAY 4109941000 647

1,034.28 0.00 BPAY 4109941000 667

$2,307.38 $0.00

Total expenditure $52,387.31 $3,898.20

09/03/2018 7:07 Janelle Macdouall Peter Clisdell Pty Ltd Page I

SAMPLE

1 Brown Road, MAROUBRAAmount GST Type Ref.No. PaYment

NSW 2035The Owners--Strata Plan 2397Date Details Payee

Maint Bldg-Brickwork & Structure 273896

0310812017 DA for retaining wall & carports

19112t2017 S94 compliance fee-carport & boundary wallproject

19t1212017 Security deposit-carport & boundary wallproject

Capital Works Fund

Randwick City Council



1,169.40

660.00

600.00

106.31 Chq

0.00 Chq

0.00 Chq

QUt2381201 3000697

300071

300072

$2,429.40 $106.31

Total expenditure $2,429.40 $106.31

09t03t2018 Janelle Macdouall Peter Clisdell Pty Ltd Page 9

SAMPLE

'ffiCliNell*GTNtIEITTTT

The Owners-Strata Plan 2397

Originalowner

Developer

Builder

Managing agent Peter Clisdell Pty Ltd

623 Princes Highway

Rockdale NSW 2216

Assigned manager YuliYa Sobol

Unit entitlements

Full

Lot no. Associated lots Unit no.

Clirdclk Strata ltianagamcnt

Lot no. Associated lots Unit no.

Pctcr ClirdcE Pty LtdlNtm!$m

Aal:, ({Jr2j9556 5W'Fl'r: (02) 9556 5223

623Pito.ccs llighrreYRocLddcNSV 2216

Locked B*g 30

Roc&drlc DC NSrP 2216DX 25304 Rockdale

Strata Roll

COMMON PROPERTY / GENERAL INFORMATION


1

3

5

7

I11

13

15

17

19

21

lnsurance

Policy No. 818728

Type: Strata

Premium: $7,709.10

Cover

Building

Loss Of Rent

C H U Underwriting Agency

Broker:

Paid on: 0210812017

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$7,910,000.00

$1 ,1 86,500.00

Total unit entitlement

Policy start date: 0110812017

Excess

$500.00

$0.00

Next due: 01lO8l2O1B

&41

&36

&42

&24

&25

&26

&38

&35

&28

&30

&33

1

3

5

7

I11

13

15

17

19

21

2

4

6

8

10

12

14

16

18

20

22

&37

&23

&31

&44

&39

&32

&34

&43

&29

&27

&40

2

4

6

8

10

12

14

16

18

20

22

24.00

20.00

27.00

19.00

19.00

23.00

20.00

20.00

23.00

19.00

20.00

20.00

19.00

17.00

19.00

22.00

19.00

20.00

24.00

19.00

19.00

24.00

456.00


SAMPLE

The Owners-Strata Plan 2397 1 Brown Road, MAROUBRA NSW 2035

Common Contents

Legal Liability

Voluntary Wkrs Pers Accident

Fidelity Guarantee

Building Catastrophe

Office Bearers Liability

Gov't Audit Costs

Legal Expenses

Lot owner's fixtures &improvements

Commission $1,396.35

Strata Committees

Member

Member

Member

Member

Member

$28,392.00 $0.00

$30,000,000.00 $0.00

$200,000/$2,000 $0.00

$250,000.00 $0.00

$2,373,000.00 $0.00

$1,000,000.00 $0.00

$25,000.00 $0.00

$50,000.00 $0.00

$250,000.00 $0.00

Sue Jamieson

186 Belgrave Esplanade, SYLVANIA WATERS NSW

Hana Walker

19/1 Brown Road, MAROUBRA NSW 2035

Ned Sando

5/1 Brown Road, MAROUBRA NSW 2035

Michael Cunneen

1211Brown Road, MAROUBRA NSW 2035

Craig Fussell



SAMPLE


Lot 18

Unit entitlements

Full 19.00 I 456.00

Owners

Name

!NDIVIDUAL LOT

Associated lots: &29

Address for service of notices

Unit no. 18

Mortgages

Leases

Lessee

Ms Wendy Ray Jones

Email Address [email protected] of entry

102 Macquarie Street, CHIFLEY NSW 2036

Date of purchase

Term Address for service of notices

None

Current agent

PRDnationwide Real Estate

235 Maroubra Road, MAROUBRA NSW 2035

Date of Date ofentrytermination

Neilesh Singh Mathoora 12mth 0423 550 976Kate Johnston - 0439 792 079 12 mth Oleksandr Khoma - 0414 772 995

Christian Zelvis - 0421 337 845 '12 mths czelvisl [email protected]

27t08t2010 09/09/200921t03t2011

0311212014

0910312018 7:06 Janelle Macdouall Peter Clisdell Pty Ltd Page 3

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