Budgets and levies

Understand the money that keeps your strata running

Accounts and expenses

Learn how to manage accounts and expenses with confidence

Insurance in strata

Explore valuations, extra cover, and how to get the best insurance advice

What you'll learn

Take the confusion out of managing money in strata. This course gives you a clear, practical understanding of how strata finances work, from setting budgets and levies to managing trust accounts and everyday expenses. You will explore the essentials of strata insurance, corporate finance and tax, helping you make informed decisions and contribute confidently to your strata community.

Course Outline

5 Chapters · 32 Lessons

  1. 1

    Budgets and levies

    1. (Included in full purchase)

      Learning outcomes

    2. (Included in full purchase)

      Creating a budget

    3. (Included in full purchase)

      Revising a budget

    4. (Included in full purchase)

      Communicating a budget and understanding value

    5. (Included in full purchase)

      Levies

    6. (Included in full purchase)

      Special levies

    7. (Included in full purchase)

      Managing levy arrears

    8. (Included in full purchase)

      Test your knowledge

  2. 2

    Trust accounts and expenses

    1. (Included in full purchase)

      Learning outcomes

    2. (Included in full purchase)

      Trust accounts

    3. (Included in full purchase)

      Admin and Capital Works

    4. (Included in full purchase)

      Transferring between accounts

    5. (Included in full purchase)

      Deposits and deposit products

    6. (Included in full purchase)

      Audits

    7. (Included in full purchase)

      Test your knowledge

  3. 3

    Insurance

    1. (Included in full purchase)

      Learning outcomes

    2. (Included in full purchase)

      Statutory obligations

    3. (Included in full purchase)

      Valuations

    4. (Included in full purchase)

      Optional additional covers

    5. (Included in full purchase)

      Obtaining and comparing quotes

    6. (Included in full purchase)

      Using a broker

    7. (Included in full purchase)

      Claims

    8. (Included in full purchase)

      Test your knowledge

  4. 4

    Principles of corporate finance

    1. (Included in full purchase)

      Principles of corporate finance

    2. (Included in full purchase)

      Opportunity cost

    3. (Included in full purchase)

      Capital budgeting

    4. (Included in full purchase)

      Optimising funding mix

    5. (Included in full purchase)

      Test your knowledge

  5. 5

    Tax and strata

    1. (Included in full purchase)

      Tax and strata

    2. (Included in full purchase)

      Investors

    3. (Included in full purchase)

      Capital gains, company tax and GST

    4. (Included in full purchase)

      Test your knowledge

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