QLD Certificates

Instructions in this article relates to Certificates which can be found by searching or selecting it from the StrataMax desktop.

Certificates will automatically be set to the correct certificate based on the State and Module set in the Building Information menu of the building. In Queensland, there are two types of certificates, the Disclosure Statement and the Information Certificate (Section 205) of the Body Corporate Community Management Act 1997. There is also a Section 40 certificate for specific building types.

Info Editor for Disclosure Statement

Body Corporate and Community Management and Other Legislation Amendment Bill 2010

Assent to the above Bill of 14th April 2011. There are four new sections pursuant to the amendments to the Act regarding section 206 (2)(b) (Disclosure Statements).

Summary of Section 206(2)(b) is below;

• Details on levies for Contribution entitlements.
• Details on levies for Interest entitlements. 
• Statement regarding entitlements in the Community Management Statement. 
• Attach a copy of the current registered Community Management Statement.

Wording for items 1 and 2 must be provided by you, whereas items 3 and 4 have been preset in the template.

Extent of Contribution Entitlements
The wording here needs to describe the content of annual levies in relation to the Contribution entitlements for the building.

Extent of Interest Entitlements
The wording here needs to describe the content of annual levies in relation to the Interest entitlements for the building.

Instructions for Inserting the New Wording for Disclosure Statements

1. In the Certificates menu click Options > Disclosure Statement.
2.  Click on Info Editor. This will display the fields for 'Disclosure Statement - QLD - Body Corporate and Community Management Act 1997'. If it doesn't select this from the drop-down list.
3. Double-click the required field to enabled editing. The wording can be entered in either the field for 'this building only' or 'global default for this certificate'.
4. Click Save Changes and the edited field will become inactive again. Close the 'Certificate Information Editor' window.
   
   

View instructions on adding a CMS to the Statement under the heading Document Inclusion.

Register Information

The Disclosure Statement will include Common Property Authorisations in the section Improvements on Common Property for which Buyer will be Responsible based on information entered into the Common Property Register. Information will be included if the register record is setup for the lot the Disclosure Statement is printed for or if the register record is set to All Lots in the Common Property Register field called Lot A/C Affected. The other fields that merge onto the Disclosure Statement are the Date of Resolution, Description of Area Authorised for Use and Condition fields.

The Disclosure Statement will include the Asset Register report if assets have been entered in the Asset Register and refer to this at the section called Body Corporate Assets Required to be recorded on register.

Printing a Disclosure Statement

The Disclosure Statement is provided as a solution to section 163. The information used may not entirely satisfy the requirements. However, you can enter additional information just before printing.

Use the Info Editor to record details of any mortgages, liens (legal claim on the property), or other charges against the Body Corporate and it will automatically be printed on any Disclosure Statements printed for this building.

1. In Certificates, go to the Options menu > Disclosure Statement.
2. Tag the lot in the Lots tab. 
3. Select the applicant in the Applicants tab. Once selected the Applicant's details and address can be edited here by updated the details in the 'Name and Address' field and then clicking on Save Changes to Applicant Data.
4. In the section 'Application Fee', type in the fee amount if this is required and has not been set there by default. Set the paid flag. This information is included in the cover letter, which can be used as a Tax Invoice where needed.
5. In the Report Settings tab, select the additional reports to include, for example, the Contracts Register. Once selected, click Always to set as the Default. For infrequent requests that do not require these reports to be included, untick the reports prior to producing the Disclosure Statement.
6. Set any other Disclosure Statement or general report settings as you require using the Info Editor screen (see above section) or Document Inclusion.
7. Click Proceed.

A copy of the Certificate will be available in DocMax and on the Roll as an attachment.

Printing an Information Certificate

StrataMax will automatically select the certificate template which is appropriate for the building type, state, and regulatory module (see in Building Information). The default certificate for Queensland is the Information Certificate, instructions on printing a disclosure statement can be found above.

Before printing a certificate ensure the following:

• Office Bearers and Insurance information is up to date.
• All receipts for the subject lot have been posted. 
• Utility Groups: A function is available to add any utility setup to the Certificate from the Document Inclusion list. A note can also be added to the cover letter.
• If the Utility Group is a 'Marina' type, which uses levies, the Certificate area will allow for that lot to be tagged and a separate certificate to be generated, ready to include with the main certificate where needed. 

1. Tag the lot in the Lots tab.
2. Select the applicant in the Applicants tab. Once selected the Applicant's details and address can be edited here by updated the details in the 'Name and Address' field and then clicking on Save Changes to Applicant Data.
3. In the section 'Application Fee', type in the fee amount if this is required and has not set there by default. Set the paid flag. This information is included in the cover letter, which can be used as a Tax Invoice where needed.
4. In the Report Settings tab, select the additional reports to include, for example the Contracts Register. Once selected, click Always to set as the Default. For infrequent requests that do not require these reports to be included untick the reports prior to producing the Disclosure Statement.
5. Set any other Disclosure Statement or general report settings as you require using Info Editor or Document Inclusion.
6. Click Proceed.

A copy of the Certificate will be available in DocMax and available on the Roll as an attachment.