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Financial Matters Workshop 3

Financial Matters Workshop 3 - Financial Management of Maintenance Funds

About

Financials Matter Workshop 3 —Financial Management of Maintenance Funds

This workshop will advance your strategic leadership in strata management by exploring one of the most overlooked and misunderstood tools in our industry: the Maintenance Fund. In this session, we’ll shift the conversation from simply managing Maintenance Plans to mastering the financial dynamics that drive sustainable and equitable property outcomes.

What to Expect:

  • A practical deep dive into interpreting Maintenance Plans, including a live example circulated in advance, allowing you to familiarise yourself with long-range cost forecasts and common formatting traps before the session.
  • Legal and financial levers: when and how funds can be reallocated, what’s enforceable, and how to navigate contributions across residential and commercial tenancies.
  • Insights into tax implications for lot owners, and how to empower them with the right language and advice.
  • Futureproofing techniques—learn how and when to revise Maintenance Plans to ensure alignment with inflation, escalating materials and labour costs, and asset longevity.
  • Risk mitigation and compliance messaging: how to engage committees around the consequences of underfunding, and the reputational and financial fallout of failing to act.

Presenters:

  • Julie McLean, Chair SCA (Vic) Education Advisory Committee 
  • Gino Marinaro, Business Development Manager & Senior Strata Manager, Melcorp Strata
  • Kingsley Osmond – Director, Mabi Services, Asbestos & Building Safety Consultants

 

Date

Friday 25 July 2025 9:30 AM - 1:00 PM (UTC+10)

Location

The Manningham Hotel & Club
1 Thompsons Road, Bulleen VIC 3105

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