[200William-EC] SP 67851 Financials

Maxine Wickey mwickey at stratatitle.com.au
Fri Jul 5 17:21:18 EST 2013


Dear Committee,

I have attached the proposed budget, the sinking fund plan and the general ledger for the financial period so far.

Please note that there is $81,143.93 in the income being the money owed by the BMC but as discussed at the meeting the owners corporation owes levies to the BMC.  They are showing as having been charged to the owners corporation however the transfer of funds have not been done.  I am in the process of transferring the funds between the two accounts.  I will advise once I have completed this.

The main area that you will be able to increase the levies is the sinking fund.  As per the attached sinking fund plan the amount that was adopted at the meeting being $38,147.77 was the amount suggested by the report yet last year only $5,000.00 plus GST was put into the sinking fund which was less than the report recommended.

I will go through each line item for the Administration fund comparing the budget and the general ledger so far only being a third of the way through your financial year:

                                       Budget           Expenditure
Accounting                         820.00          485.08
Agent Disb-Stationery         65.00            26.64
Agent Disbursements          2,600.00        479.77
Agent Disbursements-Other  800.00           212.15
Audit & Taxation Services     0                  240.00
Audit Services                    570.00           530.00
Bank Charges-With GST       90.00            4.55
Computer Fees                  700.00          290.91
Consultants                       1900.00         0                  Asbestos & OH& S Report Costs
Debt Collection Fees            0                  0                  Don't budget as lot owner pays
Income Tax-Admin             0                  151.00          Needs to be moved to sinking fund
Insurance Premium             3000.0          3243.69
Legal Fees                        0                  0                  Don't pay as lot owner pays
Levy                                177,990.00    88,245.00
Maint-Aircon                      500.00          230.00
Maint-BBQ Equipment          300.00          0
Maint-Carpet                     500.00          0
Maint-Cleaning-Carpet/Furn  0                  1156.00
Maint-Cleaning-Windows/Gla 2,000.00        0
Maint-Concrete                  0                  0
Maint-Consultants               0                  0
Maint-Doors & Windows       500.00          642.65
Maint-Electrical                   1,000.00        1001.00
Maint-Electrical Lamps & Tub 750.00          0
Maint-Exhaust/Ventilation Sy 0                  0
Maint-Fire Protection           0                  128.00          To be reimbursed by BMC
Maint-Garage Doors            235.00          100.00
Maint-General Repairs         1,000.00        120.00
Maint-Gym Equipment         400.00          140.00
Maint-Hot Water Service      400.00          0
Maint-Insurance Repairs      0                  0
Maint-Intercom                  500.00          0
Maint-Letter Boxes             150.00          0
Maint-Lift-Maint Contract      0                  0
Maint-Locks, Keys & Card    1,200.00        30.00
Maint-Paint & Sfce Finishes   0                  0
Maint-Plumbing & Drainage   3,000.00        1,027.27
Maint-Plumbing-Drains & Se  0                  0
Maint-Security                   0                  570.00          To be transferred to Maint-Security-Contractor
Maint-Security Equipment     200.00          810.00
Maint-Security-Contractor    1,300.00        0
Maint-Signs & Notice Boards 0                  0
Maint-Tiling-Floor & Walls     500.00          0
Maint-TV Antenna & Cables   400.00          0
Maint-Walls                       500.00          0
Management Fees              7,497.00        3123.73
Mgmt Fees-Additional Servi  1,800.00        630.18
Mggnt_Non Routine Services 0                  500.00
Mgnt-Print/Postage/General  0                  1,371.21
Staff-Contract Bldg Mngr     0                  0
Status Certificate Fees Paid  0                  260.00          Not budgeted as paid to Strata Plan then pay STM
Strata Inspection Fees Paid  0                  60.00            Not budgeted as paid to Strata Plan then pay STM
Taxation Services               620.00          0
Telephone-Mgnt                 0                  10.12
Trades Compliance             240.00           100.00
                                      214,027.00    105,918.95

After only 4 months of the financial year 48.49% of the administration budget has already been expended.

No sinking fund expenses as of yet.

I hope this helps with the revision of the budget.

Regards,

Maxine Wickey
Strata Manager

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