| Category Name |
Types of Documents |
| Accounts Payable |
Supplier Statements, Owner Refunds |
| Agency Agreement |
Agency Agreement |
| ASIC Forms |
Forms lodged with ASIC for Company Titles |
| Bank Reconciliation |
Bank Reconciliations generated monthly from Strata Master |
| Bank Statements |
Bank Statements received monthly from MacBank |
| Banking |
Cheques and EFT remittance advices (funds into Strata Account) |
| BMC & Associations |
Records relating to the BMC/Association for a managed Strata Plan |
| Building Plans |
Registered Strata Plan, Sewer Diagram, Construction Plans |
| Business Activity Statements |
BAS lodgments |
| By-Laws |
By-Laws |
| Certificate of Title |
Certificate of Title |
| Compliance |
Documents/Correspondence relating to all compliances (Fire, Lift, Cooling Tower, etc) |
| Contracts |
All contracts and Agreements (excluding Agency Agreements) |
| Correspondence |
All general correspondence for the scheme |
| Debt Recovery Notice |
Debt recovery notices issued from Strata Master |
| Direct Debits |
Direct Debit invoices received |
| Financial Reports |
Audit Reports, Capital Works Fund Plans |
| Insurance Policy |
Insurance quotes, Certificate of Currency |
| Insurance Claim |
Claim lodgment forms, correspondence relating to claims |
| Interim Reports |
Interim Reports issued from Strata Master |
| Investments |
Investment renewal forms |
| Invoice |
Invoices for payment |
| Key Registers |
Key request forms, signed receipt of key forms |
| Legal |
Legal correspondence |
| Levy Notice |
Levy Notice issued from Strata Master (individual Lots) |
| Levy Notices |
Legacy Levy Notices with ALL lots combined into single PDF (legacy only) |
| Levy Statement |
Levy Statements issued from Strata Master |
| Maintenance |
Documents added to Jobs in Smata |
| Meeting Papers |
Voting papers, Internal papers produced for Meetings |
| Minute Book |
Minutes, Notices |
| Misc Owner Invoice |
Owner Invoices issued from Strata Master (individual Lots) |
| Prior Records |
Handover records from previous agents, legacy DMS documents |
| Quote |
Quotes (includes those added in Smata) |
| Renovations |
Renovation applications and approvals |
| Reports |
Building reports (excluding Financial Reports, Insurance Valuations) |
| Strata Roll Updates |
S22, S118, S184, owner/tenant/agent updates |
| Tax Returns |
Tax Returns |
| Valuation |
Insurance Valuations, Land Valuations |
| Variance |
Variances (includes those added to Job in Smata) |
| Warranties |
Warranty Certificates |
