Switching to SAS

Ready for Better Strata Management?

Book a meeting with one of our Strata Managers, tell us a bit about your scheme, and we’ll prepare a proposal based on your requirements.

Book a Meeting

We make switching Strata Managers easy

Changing strata managers does not need to be disruptive. Share a few details and we will map out a dated handover plan so minute books, financials, documents and keys/fobs move across in an orderly way. You will know who is responsible for each step, and by when.

Benefits to your committee

Continuity of service

Logins, levies and contractor contacts are aligned so day-to-day operations do not stall.

Less admin for you

We handle the structured back-and-forth with your current manager and key contractors.

Clear dates, fewer surprises

Each stage of the handover is documented, with an owner and target timing.

Transparent balances and records

Opening balances, ledgers and key documents are reconciled and accounted for.

Aligned communication

Your Council receives clear updates on progress, next actions and any third-party dependencies.

How it works

01. Submit and approve

You submit the request. We prepare a proposal for your Council to review and approve. Once approved, we confirm notice requirements with you and open a transfer log that sets out contacts, actions and target dates.

02. Notify outgoing manager

Once approved and a signed contract has been received, formal notice is issued to your current strata manager.

03. Receive records and secure information

We request minute books, ledgers, trust or bank details, insurance documents, registers, by-laws, keys or fobs, and the contractor list from your current Strata Manager.

We also confirm outstanding approvals, invoices and any items in progress. Timing depends on how quickly records are released, and we will keep you updated.

04. Set up systems and communication

Your scheme is established in our system, including the ledger, levy schedule, registers, email routing and the SupportMyStrata portal.

We prepare your welcome information and update insurers, contractors and recurring services.

05. Owner onboarding

Owners receive portal access, levy information and instructions on how to report maintenance. Your Council receives visibility of approved and pending items and the next action or date.

06. Stabilise and review

We reconcile opening balances, verify recurring works, check upcoming renewals and confirm all essential information is in place.

Any gaps are flagged with a date to close so you start with clarity and confidence.

Frequently Asked Questions

Will service stop during the switch?

No. Essential functions continue while records and systems are transferred. Where needed, we overlap responsibilities so there is no unmanaged period.

Do you take over outstanding issues from the former manager?

Yes. We obtain a status on open items, add them to the transfer log and agree revised dates with the Council.

What if records are slow to arrive?

We escalate courteously and keep you informed. Some tasks, such as bank changes or insurer updates depend on third parties, and these dependencies are noted in your plan.

Will our levies change when we move to SAS?

Levies are driven by the adopted budget. As part of onboarding, we review budgets with the Council, highlight any shortfalls or upcoming works and recommend adjustments if required.

When do owners get portal access?

During the onboarding phase, once core records and balances are in place, so owners can see levies, documents and updates in one location.