Ten years on the same screen
Fund balance over time, upcoming milestones marked, each quarter's levy in context. No surprises, no spreadsheet rot.
Levies & capital works
A ten-year forecast that owners can trust, levy schedules that fit into it, and advisors invited in when you need them. No more capex-by-crisis.
Capital works fund · 10-year plan
Aurora Tower · 48 lots
Upcoming milestones
Proposed Q3 levy
$1,318
+6.1% · tabled for AGM
Why it matters
Capital works deferred is the most expensive kind of admin. Something breaks, council comes knocking, and the special levy lands on owners as a shock. NSW's new planning requirements don't help. A proper forecast — visualised, approved, tracked — is the only way through.
Fund balance over time, upcoming milestones marked, each quarter's levy in context. No surprises, no spreadsheet rot.
Every proposed levy ships with a chart of why and a per-lot impact. Owners vote with context, not in the dark.
Reminders cascade, payment plans slot in where thresholds allow, escalations only happen by policy — not by vibes.
From plan to paid
1.
Age, construction, lots and entitlements, recovery history, risk factors. These drive the forecast — and you can keep tuning them as your quantity surveyor or insurer updates the picture.
Building profile · Aurora Tower
Driving the planAge · construction
2011 · concrete
Lots · entitlements
48 · 100 aggregate
Levy recovery
96% · 90-day
Risk factors
Pool · lift · waterproofing
These values flow into every forecast and can be adjusted per review.
2.
Expenses draw down. Levies top up. See where gaps appear, experiment with different levy paths, and view the per-lot impact of each scenario side by side.
10-year forecast
Adjustable3.
Tabled for the next meeting, supported by the forecast chart and a plain-English explainer. When the vote happens it's informed, not adversarial.
Proposed levy · Q3 2026
Tabled for AGM 14 MayExplainer for owners
Q3 levy rises from $1,242 to $1,318 to fund the 2028 lift modernisation without a future special levy. See forecast chart.
4.
Owners get notices in their preferred format, each with the right references and amount. That's one more thing off the admin pile.
Notice batch · Q3 levy
48 notices · ready to send5.
Reminders cascade by schedule, payment plans kick in where policy allows, escalations are explicit. Owners in genuine hardship get a path; others get a clear deadline.
Arrears · Q2 2026
4 lots overdue6.
Quantity surveyors, accountants and auditors can be given scoped access to the plan and the ledger — read, comment or edit. The record of who changed what is always kept.
Advisor access · Aurora Tower
3 invitedHenderson & Co.
Auditor · read-only financials
Foxtail QS
QS · can edit 10-yr plan
Lauder Tax Advisory
Accountant · read-only
In the detail
Fund balance, levy strategy, arrears and advisor collaboration in a single place.
Receipts, expenses, and the fund balance for every year ahead.
Ordinary, special, indexed — all on the same timeline.
Policy-driven chases, hardship-aware plans.
Every capital item mapped to when it's forecast to fall.
See drift early. Correct mid-year, not at audit.
QS, accountant or auditor invited in with the right scope.
The next step
Book a 30-minute call. We'll show you how a meeting, a levy run, and an audit pack feel different.