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COMPANY<br />
PROFILE<br />
R E S I D E N T I A<br />
T R U S T
RESIDENTIA TRUST<br />
Since 1968, Body Corporates, Home<br />
Owners Associations and Share Block Schemes<br />
have trusted us to manage their <strong>residentia</strong>l and<br />
commercial property investments.<br />
We value our relationships and hold<br />
every chairman, trustee and<br />
stakeholder in the highest regard.<br />
Count on our competent and fully trained<br />
property managers, streamlined systems, and<br />
more than 50 years’ experience to provide<br />
you with the knowledge and capacity to run a<br />
Body Corporate, Home Owners Association or<br />
Share Block Scheme, effectively.
COMPETATIVE ADVANTAGE<br />
R E S I D E N T I A<br />
T R U S T<br />
MAKING YOUR PROPERTY<br />
INVESTMENT A LASTING LEGACY<br />
TRACK RECORD<br />
Since 1968, Body Corporates, Home<br />
Owners Associations and Share Block<br />
Schemes have trusted us to manage<br />
their Residential and Commercial<br />
Property Investments.<br />
STATE OF THE ART<br />
INFORMATION<br />
SYSTEMS<br />
MDA Property Manager,<br />
recommended as the leading<br />
Property & Asset Management<br />
Software. M-Files, an Enterprise<br />
In<strong>for</strong>mation Management System that<br />
helps find, share, and secure<br />
documents and in<strong>for</strong>mation<br />
electronically.<br />
ONLINE PORTALS<br />
Online Trustee Portal, providing<br />
real-time access to Accounting,<br />
Management Reports and other<br />
important documentation. Online<br />
Owner Portal, providing real-time<br />
access to Owners detailed Levy<br />
Invoices/Statements, Transactions<br />
and other important documentation.<br />
The portals are mobile friendly and<br />
easy to use.<br />
CUSTOMER BASE<br />
> 4000 properties under<br />
our management<br />
MONTHLY REPORTING<br />
The Online Trustee Portal includes<br />
detailed and comprehensive<br />
management reports, including but<br />
not limited to: Property Cash<br />
Summary, Cash Flow Statement,<br />
Arrears Report, Detailed Ledger,<br />
Rent/Levy Roll, Balance Sheet,<br />
Trial Balance and Income Statement<br />
(comparing Actual to Budget<br />
in a montly YTD and <strong>for</strong>casted view).<br />
“BACK OFFICE”<br />
We created a “back-office”<br />
Accounting and Arrears Collection<br />
Department to ensure Specialization<br />
and Efficiency is achieved in these<br />
important areas. We hold a Clean<br />
Audit History > 10 year and is proud<br />
to be accredited as a<br />
CIMA Training Provider.<br />
CUSTOMER RELATIONSHIP<br />
MANAGEMENT (CRM)<br />
Our CRM System track the progress<br />
of tasks and help ensure the<br />
fulfillment of same in a<br />
timeously manner.<br />
EXECUTIVE MANAGEMENT<br />
We offer a Complete Management<br />
Solution that involves us to act as the<br />
Executive Managing Agent and fulfill<br />
all the Roles and Responsibilities of<br />
the Board of Trustees.<br />
3
SERVICES<br />
PROPERTY MANAGEMENT<br />
Sectional Title Management / Home Owners Association / Share Block Scheme.<br />
ADMINISTRATION<br />
• Operation of a current and investment<br />
account on behalf of the Body Corporate<br />
in terms of Section 32 of the Estate<br />
Agents Act.<br />
• Arranging of insurance policies <strong>for</strong> all<br />
assets of the Body Corporate, including<br />
buildings and improvements on the<br />
common area, as requested by the<br />
board of trustees. This include<br />
assisting the trustees in the determination of<br />
replacement values of assets and arranging<br />
<strong>for</strong> valuations.<br />
• Handling of insurance claims on behalf of<br />
the Body Corporate in respect of these<br />
insurance policies.<br />
• Assisting and advising the Board of Trustees<br />
on the en<strong>for</strong>cement of the Sectional Title<br />
Act, CSOS Act, Management and Conduct<br />
Rules adopted by the Body Corporate.<br />
• Assisting and advising the Board of Trustees<br />
on the maintenance of the<br />
common property.<br />
• Negotiating on behalf of the Board of<br />
Trustees with :<br />
- professionals, firms or organizations <strong>for</strong><br />
the drafting of specifications in respect of<br />
any work or function to be undertaken on<br />
behalf of the Body Corporate; and<br />
- outside contractors to per<strong>for</strong>m work <strong>for</strong> or<br />
provide services, excluding work on capital<br />
improvements.<br />
- Verification and payment of all amounts<br />
payable by the Body Corporate.<br />
• Calculation, submission and payment of all<br />
salaries and wages on behalf of the Body<br />
Corporate, including the relevant taxes such as<br />
PAYE and UIF as determined from time to time by<br />
the relevant authorities.<br />
• Issuing, distribution and explanation of monthly<br />
Levy Invoice and Statements.<br />
• The collection/receipt of levies and/or other<br />
income due (CSOS Levies) to the Body Corporate.<br />
• The collection/receipt of special levies.<br />
• Attending to the collection of arrears as per Debt<br />
collection procedure.<br />
• Preparation of monthly debtor arrear reports,<br />
including distribution to the board of trustees.<br />
• Recovery of utility charges as provided from 3rd<br />
party service provider/owner/trustees.<br />
• Submit the relevant documentation to the<br />
Ombud as requested by the Community Schemes<br />
Ombud Service Act of 2011.<br />
• When matters are referred to the Ombud <strong>for</strong><br />
dispute resolution the Managing Agent will act as<br />
representative of the Body Corporate.<br />
4
SECRETARIAL<br />
ACCOUNTING<br />
• Arranging the Annual General Meeting, meetings<br />
of Trustees and any other meeting of members.<br />
• Attending to agendas, proxies, voting slips,<br />
nominations, drafting and typing of<br />
meeting minutes.<br />
• Storing and Maintaining of :<br />
- Minutes of meetings and minute books<br />
- Resolutions<br />
- Attendance registers<br />
- Register of members, sectional title<br />
bond holders.<br />
- Participation Quota of each member<br />
- Conduct and Management rules<br />
- Insurance policies<br />
- Permanent relevant records of the Body Corporate<br />
- Employee records<br />
• Assisting and advising the Board of Trustees on<br />
the procedural matters such as annual<br />
• general meetings, special general meetings,<br />
• quorums,proxies, resolutions, voting rights<br />
and related matters.<br />
• Preparing and dispatching of all notices to<br />
members of the Body Corporate.<br />
• Compilation, typing and distribution of circulars<br />
and/or newsletters.<br />
• In<strong>for</strong>ming trustees of latest developments in<br />
legislation and other matters that may concern<br />
the Body Corporate.<br />
• Providing welcome letters and relevant<br />
documents to new members.<br />
• Preparation of the annual estimate of income<br />
and expenditure <strong>for</strong> submission to the Board of<br />
Trustees and members <strong>for</strong> approval of the<br />
budget and determination of the levies <strong>for</strong><br />
the ensuing year.<br />
• Keeping detailed records of the<br />
administrative matters of the Body Corporate,<br />
including proper accounting records as per<br />
normal accounting practice and principles.<br />
• Preparation of monthly unaudited income and<br />
expenditure accounts (invoice basis).<br />
• Preparation of financial records to Trail Balance.<br />
• Arranging the annual audit with the independent<br />
auditor of the Body Corporate and on completion<br />
arranging <strong>for</strong> distribution of the audited<br />
statements to members of the Body Corporate.<br />
• Calculation and submission of VAT returns on<br />
behalf of the Body Corporate.<br />
PROPERTY LEASING<br />
PROPERTY SALES<br />
• Marketing of the Premises<br />
• Credit & Reference Checks on applicants<br />
• Collaboration with broker networks to en<br />
sure maximum exposure.<br />
• Drafting, negotiation, signing of<br />
Lease Agreement<br />
• In & out-going Inspections<br />
• Repairs & Maintenance Administration<br />
• Rent Collection and Arrears Management<br />
• Property Valuations<br />
• Marketing of the Premises<br />
• Qualifying Buyers<br />
• Draft, negotiate, signing of<br />
Sales Agreements<br />
• Due Diligence Assistance<br />
• Assist in the Raising of Finance<br />
• Note: We have partnered with Smook<br />
Property Group to ensure we offer a<br />
specialized sales service. The Sales Division<br />
will be marketed under the Smook<br />
Property Group Brand. For more<br />
in<strong>for</strong>mation, please visit<br />
www.smookproperty.co.za<br />
5
TEAM<br />
BCOM(Man Acc), BCOMHONS<br />
(Man ACC), Adv dip MA, PPRE.<br />
Rentzke started his corporate career<br />
working <strong>for</strong> ASLO Holdings as an<br />
Accountant, moved to JHI<br />
Properties (2010), managing the<br />
prestigious Capital & Fortress<br />
Property Fund’s Western Cape<br />
Portfolio and ended up as the COO<br />
of Granite Real Estate Investment<br />
Management (2014) be<strong>for</strong>e founding<br />
Smook Property Group (2016) and<br />
joining our team in 2017.<br />
Rentzke Smook<br />
Managing Director<br />
PORTFOLIO MANAGEMENT<br />
Danie Hanekom<br />
Portfolio Manager<br />
Janita Kotze<br />
Portfolio Manager<br />
Sandra Casson<br />
Portfolio Manager<br />
Gerhard Vosloo<br />
Director<br />
Vossie started his career in the<br />
Banking and Construction<br />
Industry be<strong>for</strong>e joining Residentia<br />
Trust in 1978, heading up the Sales<br />
and Development Divisions. He has<br />
a passion <strong>for</strong> selling Commercial<br />
Properties and can proudly proclaim<br />
the successful completion of several<br />
Single and Sectional Title<br />
Developments. In 1991, he was<br />
appointed CEO of Residentia Trust<br />
and became an Expert in Sectional<br />
Title, Home Owners Associations<br />
and Share Block Schemes.<br />
FINANCE DEPARTMENT<br />
Adriaan van der Merwe<br />
Head Accountant<br />
Eugene Terblanche<br />
Financial Controller<br />
Hanri Vermeulen<br />
Financial Controller<br />
Sonia Kruger<br />
Accounts Department<br />
BROKERS<br />
Alda Nel<br />
Portfolio Manager<br />
Anna-Bé Lambrechts<br />
Receptionist<br />
Rob Vanlierde<br />
Property Broker<br />
Sunél Groenewald<br />
Property Broker<br />
Natasha Russouw<br />
Property Broker<br />
6
R E S I D E N T I A<br />
T R U S T<br />
RESIDENTIA TRUST (PTY) LTD<br />
Director: AJR Smook & SG Vosloo, Reg No: 1968/014942/07, Vat No: 4780111193<br />
Address: 54 Ox<strong>for</strong>d Street, Durbanville, 7551 / PO Box 4401, Durbanville, 7550<br />
Tel: 021 975 6794 / www.<strong>residentia</strong>trust.co.za