Secretary Hub

Support for Secretary / Admins

Empowering secretaries and admins with step-by-step guidance on statutory obligations, building setup, meeting notices, compliance tracking, and smooth committee handovers.

Priority Workflows

Recommended Reading

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Buildings & Lots

Get your building set up

Add lots, invite committee, set the spending limit, and create your first levy schedule.

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Buildings & Lots

Maintain the strata roll

What the strata roll is, who can view it, and the owner's right to inspect under strata legislation.

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Finance & Levies

Issue your first levy notice

End-to-end walkthrough: levy schedule setup, lot calculations, and notice delivery.

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Finance & Levies

Manage levy arrears

How outstanding amounts are calculated, interest accrual, payment plans, and write-offs.

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Finance & Levies

Arrears notices, penalties & legal escalation

How StrataBuddy automatically sends reminder and legal notices, how to apply a penalty, and how to advance a debt through the escalation workflow.

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Meetings & Voting

Run an AGM end-to-end

Agenda creation, motion drafting, quorum check, voting, minutes, and outcome recording.

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Meetings & Voting

Send a notice of meeting

Minimum notice periods under each state's strata legislation and what must be included.

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Compliance & Insurance

Use the compliance register

Which items are tracked, statutory deadlines, and how AppInfo.Name generates 90- and 30-day alerts.

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Compliance & Insurance

Lodge an insurance claim

Record the incident, attach documents, track claim status, and notify affected lot owners.

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Maintenance & Contractors

Raise and manage work orders

Create an order, assign a contractor, record costs, approvals above the spending limit, and close.

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Account & Settings

Hand over to a new Secretary

Transfer admin access, update the strata roll, and complete the statutory notice obligations.

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Meetings & Voting

Understanding quorum

What quorum means, how it is calculated, and what happens when a meeting starts without enough attendees.

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Meetings & Voting

Meeting notice periods

Minimum days' notice required for AGMs and EGMs under each Australian state's strata legislation.

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Maintenance & Contractors

Contractor panel statuses

What Pending, Approved, Preferred, and Suspended mean and how status affects work order assignment.

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Compliance & Insurance

Setting the sum insured

How to determine the correct replacement value for a strata building and keep it up to date.

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Finance & Levies

Committee spending limit

What the committee spending limit is, how to set it, and when a resolution is required to exceed it.

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Finance & Levies

Special levy resolutions

How to pass a special levy resolution, who must vote, and how the levy is distributed across lots.

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Finance & Levies

Sinking fund adequacy

What makes a sinking fund adequate, the 10-year plan requirement, and how AppInfo.Name flags shortfalls.

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Finance & Levies

Capital works plan

Creating and maintaining the 10-year capital works plan and linking it to the sinking fund.

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Finance & Levies

Financial statements

Reading the income and expenditure statement, balance sheet, and levy arrears report in StrataBuddy.

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apartment
Buildings & Lots

Lot entitlements

What unit entitlements are, how they affect levy calculations, and how to update them after a strata plan amendment.

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Buildings & Lots

Service addresses on the strata roll

How to record and update a lot owner's service address, and the legal requirement to keep it current.

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Documents

Document vault health

What the document vault health score measures, which categories matter most, and how to improve it.

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Documents

Document audit log

How the audit log records document uploads, replacements, and downloads for compliance purposes.

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settings
Account & Settings

Notification preferences

How to control which emails and in-app alerts AppInfo.Name sends to you and to lot owners.

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Compliance & Insurance

Defects and incidents

How to log a building defect or incident, track its status, and link it to insurance or maintenance.

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