Hands-on managing agent services for bodies corporate, homeowners associations and new developments across South Africa.
Risi-Pro combines responsive administration, disciplined financial management, trustee support and practical problem-solving to help community schemes operate with greater clarity and confidence.
Trustees carry significant responsibility for the financial, administrative and operational health of a sectional title scheme. Yet many find themselves waiting for information, following up repeatedly or making decisions without the support they need.
Risi-Pro offers a more personal and hands-on approach.
We work closely with trustees to establish clear systems, reliable financial controls, responsive communication and practical action. Whether your scheme is operating well, changing managing agents, being established for the first time or experiencing financial and operational difficulties, we provide the structure and support needed to move forward.
Smaller and Medium-Sized Schemes
Personal, responsive management for schemes that may feel overlooked by larger managing-agent businesses.
Established Bodies Corporates
Ongoing financial, administrative and operational management designed to support trustees and protect the scheme’s long-term interests.
New Developments
Support with establishing sound administrative, financial and governance systems as a new body corporate or community scheme becomes operational.
Schemes Changing Managing Agents
A structured transition process focused on recovering records, establishing accurate financial information and maintaining continuity.
Schemes Requiring Improvement
Hands-on support for schemes facing weak reporting, levy arrears, delayed maintenance, poor communication or dysfunctional administrative systems.
Homeowners Associations
Tailored financial, administrative and governance support based on the HOA’s constitution, rules, structure and requirements.
Premium Schemes
High-touch management for schemes requiring detailed reporting, responsive support and closer operational oversight.
For Sectional Title and Home Owner Associations: We've got you covered!
Financial Management
Levy billing and collection
Monthly financial reporting
Budget preparation and monitoring
Reserve-fund administration
Supplier and creditor payments
Cash-flow oversight
Arrears monitoring and escalation
Audit preparation and financial record management
Administration and Governance
Maintenance of statutory and scheme records
Trustee resolutions and record keeping
Owner and trustee correspondence
Management and conduct-rule administration
Assistance with regulatory submissions
Administrative support aligned with the STSMA, prescribed rules and applicable scheme documents
Trustee Support
Practical support for trustee decision-making
Preparation for trustee meetings
Action tracking and follow-through
Guidance on management processes
Support for newly appointed trustees
Clear explanation of financial and administrative information
Meetings
Annual general meeting administration
Special general meeting support
Trustee meeting administration
Preparation and distribution of notices and agendas
Recording of minutes and resolutions
Follow-up on approved actions
Maintenance Coordination
Maintenance logging and tracking
Obtaining and comparing quotations
Contractor coordination
Insurance and compliance-document checks where applicable
Trustee approval tracking
Monitoring approved work
Long-term maintenance planning support
Owner Communication
Levy statements and notices
Scheme announcements
Communication of trustee decisions
Query tracking and response coordination
Clear and consistent information for owners
Staff and Payroll Administration
Payroll processing
Payslips and employee records
UIF and statutory administration
Leave and remuneration records
Coordination of employment-related administration
Property expertise with an owner’s mindset.
A body corporate’s financial position affects every owner. Trustees need accurate information, controlled payment processes and a reliable audit trail.
Risi-Pro’s financial-management approach is built around:
- Scheme-specific banking and accounting records
- Defined payment approval processes
- Trustee visibility over transactions
- Monthly reporting
- Creditor-document retention
- Budget monitoring
- Arrears reporting
- Audit-ready records
- Controlled banking processes through FNB 3PIM
Unpaid levies place pressure on maintenance, service providers and responsible owners. Effective credit control requires consistent administration, early intervention and proper escalation.
Risi-Pro provides:
- Regular levy statements
- Arrears monitoring
- Structured reminder and follow-up processes
- Interest administration where properly authorised
- Credit bureau capability
- Escalation in accordance with approved processes
- Coordination with appointed collection or legal service providers where necessary
New developments require more than the appointment of a managing agent. Sound financial, administrative and governance systems must be established from the beginning.
Risi-Pro can assist developers and newly formed trustees with:
- Management transition planning
- Owner and unit information
- Initial budgets and levy structures
- Banking and accounting setup
- Statutory and administrative records
- Insurance coordination
- Supplier and service arrangements
- Meeting administration
- Communication with new owners
- Handover documentation
- Ongoing management after establishment
Changing managing agents can feel daunting, particularly where records are incomplete or trustees are already stretched.
Risi-Pro follows a structured onboarding process focused on establishing control and continuity:
Initial assessment
We discuss the scheme’s requirements, concerns and priorities.
Tailored proposal
We define the services, responsibilities and management approach.
Appointment and transition
Once properly appointed, we coordinate the transfer of available records, accounts and operational information.
Financial and administrative review
We identify gaps requiring attention and establish a practical action plan.
Ongoing management
Trustees receive clear reporting, defined processes and responsive support.
Some schemes require focused intervention before normal management can resume effectively.
Possible warning signs include:
- Financial records that are late or unclear
- Growing levy arrears
- Recurring cash-flow difficulties
- Maintenance continually being deferred
- Incomplete handover records
- Poor trustee or owner communication
- Decisions not being implemented
- Repeated unresolved operational problems
- Trustees carrying work that should be administered by the managing agent
Risi-Pro helps trustees identify priorities, restore working systems and build a more stable management foundation.
A managing agent assists trustees with the financial, administrative and operational management of a sectional title scheme. The exact responsibilities depend on the management agreement and the authority delegated by the trustees.
A body corporate can change managing agents in accordance with its management agreement, applicable legislation, prescribed rules and properly adopted body corporate or trustee decisions. The current contract and notice requirements should be reviewed before action is taken.
No. Trustees remain responsible for directing the affairs of the body corporate. The managing agent performs agreed and properly authorised management and administrative functions.
Yes. Risi-Pro supports schemes of different sizes, including smaller bodies corporate that want structured, professional management and more responsive support.
Yes. Risi-Pro can assess the scheme’s current financial and administrative position, identify priorities and propose a structured approach to stabilising its management systems.
Yes. Risi-Pro provides property-led accounting support in-house and coordinates specialist tax services through its professional partner. Public officer services may also be available for qualifying scheme entities.