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Strata Levy Notice Example

Example document for Strata Levy Notice. Use this as a reference when creating your own.

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This document may have legal or financial implications. We recommend having a qualified professional review the final version before use.

Document: Strata Levy Notice

Example Document

Last updated 7/30/2026

STRATA LEVY NOTICE

Date of Issue: 01/07/2023

To: Jane Smith Unit 5, 12 Harbour View Rd Sydney NSW 2000

From: The Owners Corporation Strata Plan 12345 C/o City Strata Management Level 2, 100 George St Sydney NSW 2000


LOT DETAILS

Lot Number: 5 Unit Entitlement: 55 Interest Entitlement: 5.5%


LEVY BREAKDOWN

This notice is for the period: 01/07/2023 to 30/09/2023 (Quarterly)

Levy TypeDescriptionAmount Due
Administrative FundCleaning, gardening, lift maintenance, insurance$440.00
Sinking FundFuture painting and roof replacement fund$275.00
Total Levy Payable$715.00

PAYMENT DETAILS

Total Amount Due: $715.00 Due Date: 15/07/2023

Payment Method: Direct Deposit/Internet Transfer BSB: 06 2000 Account Number: 1234 5678 Account Name: OCSP 12345 Trust Account Reference: 5 - Smith


IMPORTANT INFORMATION

  1. Late Payments: Interest is charged on overdue payments at the rate of 10% per annum under the Strata Schemes Management Act 2015 (NSW).
  2. Disputes: If you believe this notice is incorrect, contact the strata manager in writing within 14 days.
  3. GST: No GST is included in this amount.

Please retain this notice for your taxation records.


John Doe Strata Manager City Strata Management

Notes

This example shows a standard quarterly levy for a residential unit in New South Wales. It separates the Administrative Fund (daily costs) from the Sinking Fund (future costs). The due date is set two weeks after issue to comply with typical notice periods. The reference field uses the Lot Number and Surname to ensure the payment is allocated correctly.

About this Example

Part of the Strata Levy Notice document collection

Document Type

Strata Levy Notice

A formal document sent to lot owners in a strata scheme requesting payment of levies to cover shared expenses and capital works.

Complexity

moderate

Risk Level

medium