Budget planning checklist for strata AGMs

Step-by-step pre-AGM checklist to build a realistic budget and levy plan.

Last reviewed: 15 February 2026 (AEST)

Downloads

Budget planning checklist (.md)

Quick implementation plan

Schedule budget preparation 8-10 weeks before AGM. Publish assumptions with the notice pack so owners can understand levy impacts before voting.

References

NSW Fair Trading strata guidance
Consumer Affairs Victoria owners corporations guidance
Queensland BCCM guidance

General operational information only. This content is not legal, tax, insurance, accounting, strata management, or financial advice. Requirements vary by jurisdiction, scheme type, and by-laws. Verify current legislation and regulator guidance, and obtain independent professional advice for legal interpretation, disputes, or complex compliance matters.