You don’t need to hold
it all in your head.
Run your small NSW scheme with one shared place for tasks, meetings, bills and correspondence. SimpliStrata gives your committee guided next steps and access to the same building records, so the work can move between people as roles change.
No credit card needed. Your trial begins when you create your scheme.
Know what needs your attention.
Open a task to see who is responsible, when it is due and what to do next. Preparation steps help you work in the right order, with links into the relevant meeting, budget or document workflow.
- Read plain-English guidance and open the official source.
- Review a document beside the task and keep evidence of completion.
- Set reminder preferences, including when task reminders begin.
A next step you can act on, with the reason behind it.
Keep the whole meeting together.
Ask owners which proposed times suit them, then prepare the agenda and papers. The AGM workflow draws on the scheme’s records and connects budget preparation to the meeting where owners decide.
- Review and issue notices with the relevant documents attached.
- Record attendance, proxies and votes, then prepare and issue minutes.
- Update meeting papers through a reviewed process that retains earlier versions and records what changed.
The discussion, decision and supporting papers stay connected.
For online and hybrid meetings, integrated video calls are available where enabled, subject to usage limits. Participants acknowledge recording, and generated discussion summaries are reviewed before inclusion in minutes.
See the bill and the bigger picture.
File an invoice and check the details read from it against the original. Collect approvals from two different people and record the payment after it has been made from the scheme’s bank account.
- Review warnings for possible duplicates or changed supplier payment details.
- Track committed and paid spending against budget lines; use checked bills to inform draft estimates.
- Prepare budgets and levy notices, record payments and keep the day-to-day and capital works funds distinct.
A record of what was checked, approved and paid. The portal does not move money or control your bank account.
The next secretary inherits the conversation.
The building has its own email address. Authorised office holders can read and reply to correspondence, keep drafts, and find copies of issued meeting and levy notices in one place.
- Keep incoming mail, sent messages and issued notices organised.
- Save useful attachments to the document library.
- See your own unread messages while other office holders keep their own read status.
Correspondence stays with the building when committee roles change. Mailbox access is restricted to authorised roles.
A useful place to start when you’re unsure.
Ask about the scheme records you are allowed to see, find missing information, or get a plain-English explanation of the official guidance supplied to the assistant. Open the sources to check the answer.
- Prepare a draft email, meeting agenda item or budget for review.
- Open email drafts in the mailbox to edit and send yourself.
- Confirm useful facts about your building so they are available in future chats.
You review proposed changes before they are saved. The committee checks the work, and owners make the decisions.
Keep the building’s memory intact.
Keep minutes, certificates, by-laws and other records in a shared library. Rename records or replace them while retaining superseded copies in History. Use Audit to see recorded changes, who made them and when.
- Give owners and committee members access appropriate to their role.
- Bring handover records in through a private inbox or upload link, then review what arrived.
- Export a handover pack or structured records from Settings, with available original files and a list of missing or excluded files.
The next committee has somewhere to look, and a way to take the records forward.
The online platform helps.
Your committee takes the next step.
A strata manager may carry out work delegated under the management agreement. When owners take that work on, assign a person and a backup to each area. Here is how that can look with SimpliStrata.
Meetings and decisions
In the platform: prepare papers, issue reviewed notices and keep minutes with the supporting records.
With the owners: check meeting requirements, run the meeting, make decisions through the appropriate process and follow up agreed actions.
Money and bills
In the platform: review invoices, collect approvals, prepare budgets and track recorded payments.
With the committee: check figures, arrange authorised payments through the bank and get accounting or tax help where needed.
Repairs and outside help
In the platform: keep the task, correspondence, quote and invoice together.
With the committee: arrange inspections and access, engage appropriate contractors after approval, and check the outcome of the work.
Records and follow-up
In the platform: share documents, track tasks and keep the building’s correspondence together.
With the committee: review the records, respond to owners, check applicable deadlines and lodge official forms.
Read NSW’s guidance on a strata manager’s role. Delegated authority depends on your agreement; the appropriate decision process still applies.
Explore a building before adding yours.
Try the tasks, meeting papers and invoice approvals in a sample six-lot building. Choose a role and see how the shared records fit together, using sample information.
Request access first. Once approved, we’ll email your private demo link. The shared demo resets each night; outgoing emails stay inside it.
You can start with what you have.
You don’t need a perfect filing cabinet to begin. Choose the starting point that fits your building.
A handover you can follow.
Save your management agreement and key dates. Prepare the meeting for owners to decide what happens next, then review and send the prepared records request from the platform. A private inbox and upload link collect the building’s documents in one place.
The built-in handover checklist tracks what has arrived and what is still missing. Review the documents, file them against the checklist and follow up on gaps. Your committee checks the agreement and makes the decisions.
Plan your move from a managerGive the work a shared home.
Bring in your existing records, add your people and capture the next deadlines. Start with a real job, such as an insurance renewal or an upcoming AGM.
Build up the shared record as you go, so another committee member can pick up where you left off.
Begin with the basics.
Add the building and lots, record the people involved and work towards your first meeting. Missing details become visible tasks to follow up.
If the committee hasn’t been elected yet, you can say so during setup.
Your first few steps.
- 01 / Find your building
An address is a good place to start.Search for your NSW building during setup and check the suggested details. Add the strata plan number when you have it.
- 02 / Add the basics
Lots, people and your role.Record the lot count and the roles you hold. Missing unit entitlements and other details can be followed up through tasks.
- 03 / Bring a real record
Start with something useful.Add the current insurance certificate, the last meeting’s minutes or an invoice. Use the portal for a job your committee already needs to do.
- 04 / Get the committee involved
Give the next person a place to look.Invite the people who need access and work through the next task together. The shared records stay with the scheme.
A few things to know before you begin.
Does this mean more work for one person?
Your committee still does the work. Tasks show responsibility, while records, meeting papers and correspondence have a shared home. The aim is to make that work visible and easier to hand over, rather than leave one owner carrying the history in their inbox.
Does everyone see everything?
No. Access follows each person’s role. Owners can see relevant scheme records, levies and meetings. The mailbox and supplier payment details are restricted to authorised roles. Tenants and guests have narrower access.
Can Ask Simpli make decisions or send emails for us?
Ask Simpli can explain records and prepare drafts. You check its sources and confirm supported changes before they are saved. Email drafts open in the mailbox for a person to review and send. Owners still adopt budgets, vote and make the scheme’s decisions.
Does SimpliStrata run the building for us?
SimpliStrata is an online platform for owner-led strata. It is not a managing agent. Your committee runs meetings, reviews and issues notices, arranges professional work and lodges official forms. Payments are made outside the portal from the scheme’s bank account.
What happens when the committee changes?
Update roles and access as people change. Documents, meeting records and scheme correspondence remain with the building. Audit shows recorded changes, and Settings offers exports for records your role can access.
Can we get help getting started?
The founding scheme offer includes setting up the scheme with you. You can also tell us about your building before deciding whether SimpliStrata fits.