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Trustee Toolkit
Free, practical resources for body corporate trustees and HOA directors, from a hands-on managing agent.
Start with the Trustee Checklist: what to check every month, quarter and year, with STSMA and PMR references.
PPRA-registered managing agency (FFC 202503011001327) | NAMA member 3208 | Google-reviewed | Council for Debt Collectors registered | Over 10 years in business
The Trustee Checklist: free download
Free Download
Trustees carry legal responsibility for the scheme, whether or not a managing agent is appointed. Our two-page checklist sets out what to check every month, quarter and year, plus what must always be in place: financial controls, reserve fund minimums, the 10-year maintenance plan, insurance and valuations, AGM deadlines, CSOS, POPIA and SANS fire compliance. Each item carries its STSMA or PMR reference. Print it and work through it at your next trustee meeting.
Articles for trustees
Plain-English guides on the questions trustees ask us most, with new articles every fortnight:
• What a scheme compliance check covers
• Changing managing agents: a checklist for trustees
• Reserve fund minimums explained
Read them on our Articles page.
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