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