Services
What we do
Core Services
10-Year Maintenance Plans (LTMPs)
We prepare legislated, risk-weighted maintenance plans aligned with the Sectional Titles Schemes Management Act and CSOS requirements. What this means for you: • Reserve fund contributions based on real asset condition and risk • Reduced likelihood of special levies and funding shocks • Documentation that withstands audits and trustee scrutiny
Insurance Replacement Valuations
We provide objective, professionally structured insurance replacement valuations to ensure schemes are adequately covered and defensible in the event of a claim. What this means for you: • Reduced risk of underinsurance • Fewer claim disputes • Documentation that withstands audits and trustee scrutiny
©TAHNA Accreditation & Grading
WHY GENERIC PLANS FAIL
Many maintenance plans fail in practice because they:
• Are template-based and not scheme-specific
• Ignore asset condition and exposure risk
• Do not align with reserve fund realities
• Cannot be defended during audits or insurance disputes
A 10-Year Maintenance Plan is not a wish list. It is a legislated financial risk-management tool.
SA Plan’s methodology is designed accordingly.
Why SA Plan
Legislation-Driven, Not Template-Based
Our methodology is built around the requirements of the Sectional Titles Schemes Management Act — not generic lifecycle assumptions.
Risk-Weighted Financial Planning
Maintenance and replacement costs are adjusted for condition, exposure, and long-term risk to reflect real funding needs.
Professionally Defensible Outputs
All reports are structured to withstand audit scrutiny, insurance review, and trustee accountability, supported by professional indemnity cover.
Trusted Continuity for Schemes
Our plans provide long-term continuity despite trustee or managing agent changes, ensuring institutional memory and defensibility.
Who We Work With
SA Plan works primarily with:
Managing Agents
Portfolio Managers
Body Corporate Trustees
Homeowners’ Associations
Our services are designed for substantive compliance, not merely procedural sign-off.
We work with stakeholders who understand the financial and legal consequences of under-funded reserve planning.
WE BELIEVE INFORMED TRUSTEES AND MANAGING AGENTS MAKE BETTER DECISIONS
Through explainer videos, guidance documents, and direct engagement, we help stakeholders understand:
• What legislation actually requires
• How reserve funds should be structured
• Why insurance values matter
• Where risk typically hides in long-term planning
Understand Your Compliance Position Before It Becomes a Problem
If you are unsure whether your current maintenance plan or insurance valuation is compliant, defensible, or adequately funded, we can help you assess your position.
We respond with a structured overview and next steps within 24 – 48 hours.