WA - Owner Forum | Financials
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Owner Forum Financials provides strata lot owners with some great advice to navigate the financial affairs of the strata company. In this forum, SCA (WA) President, Catherine Lezer, will share her knowledge and experience gained performing the role of Treasurer for several strata companies. Alastair Abbott from Australian Audit will discuss strata GST obligations and highlight issues observed whist completing account audits.
This event is supported by Source Energy.
How to register
If you are a subscriber:
Once logged into the platform, please click "Register Myself".
Underneath "Program", click "Add" next to SCA (WA) Subscribers.
If you are not a subscriber:
Please sign up to become an SCA (WA) subscriber (free to sign up) here: SCA (WA) New Owner Subscriptions
Once you have completed the form, please email [email protected] to register you for the event.
Speakers
Catherine Lezer | SCA (WA) President
Catherine has extensive experience being the treasurer within strata complexes and has undertaken significant projects including lift replacements, solar installations, and defects remediation.
Catherine will cover the below topics:
- The roles and responsibilities of a Strata Company Treasurer
- The difference between an Administrative Fund and a Reserve Fund
- Statement of Accounts and budget requirements
- How levies are managed and what happens if they are not paid
- The roles and responsibilities of a Strata Manager when assisting strata companies with financial management
- Additional income streams for strata companies
Debbie Barker | National Manager of StrataLoans
Debbie has made it her mission to assist owner corporations to find viable financial solutions to meet the needs of owners. Having been in the strata industry for over fifteen years, Debbie has wide-ranging experience in strata financing, and possesses a thorough understanding of strata living and the legislative requirements of all states.
Debbie's pre-recorded presentation covers the following:
- What is a strata loan?
- How do strata loans work?
- What are the positives and negatives of a strata loan?
Alastair Abbott | Director of Australian Audit
Alastair has broad experience across all types of audits, from the smaller trust accounts, variable outgoings and strata companies through to financial statement audits for large companies, charities and financial service licensees.
Alastair will address the following topics:
- What are the tax implications for a strata scheme, including GST requirements?
- When must a strata company register for GST?
- What makes a strata company considered a non-profit body?
- What is the role of an Auditor?
- Why should strata company accounts be audited?
- What are the main issues observed whilst completing account audits?
- How can account records be better prepared for an audit?
Online registration not available.