Sectional title, HOA and rental management · South Africa
Levies trustees can sign without a second spreadsheet.
Apportia calculates every levy from the participation quota, keeps the reserve fund in step with a proper maintenance plan, and runs your rentals on the same trust ledger. The AGM pack comes from the same figures.
ZAR ledgers with 15% VAT
Admin and reserve funds kept apart
Trust money separated by design
Exports to Pastel and Xero
Your levy roll is right. Can you prove it at the AGM?
Most schemes run levies on an accounting add-on, keep the maintenance plan in a separate spreadsheet and handle rentals on another system again. Trustees sign figures they cannot trace, and when an owner goes to CSOS the evidence has to be rebuilt.
Built around the STSMA, not adapted to it
Levies by participation quota
PQs from the sectional plan load once. Exclusive use areas, special levies and exemptions sit in a versioned schedule, and a schedule that does not add up stops the levy run.
A maintenance plan the reserve follows
Roofs, lifts, paving and pumps forecast over ten years from the asset register, with the contribution each year shown beside the plan trustees approve.
Trustee packs without the late nights
Budget against actual, arrears by unit, reserve adequacy and the maintenance plan in one pack.
Evidence if CSOS calls
Each levy links to the PQ, the budget line and the resolution that approved it.
Levy clearance on request
Clearance certificates for transfers produced from the live ledger.
Rentals and schemes on one ledger
Leases with their escalations
Start dates, annual increases and renewal notices tracked per unit.
Deposits handled properly
Each deposit held against the tenant with its interest recorded, as the Rental Housing Act expects, and an itemised refund at exit.
Trust reconciliation that passes audit
Rental trust money kept apart from agency funds and reconciled monthly for the auditor’s report.
Inspections and repairs on the unit
Ingoing and outgoing inspections, work orders and contractor invoices filed against the unit and charged to the right landlord.
Landlord statements monthly
Rent in, costs and commission out, with payouts made from your own trust account.
Schemes and rentals together
For agents who also manage schemes, the levy owed on a rented unit and the rent collected on it sit in the same view.
Is your reserve fund where it should be?
Send last year’s budget and the current maintenance plan. We return a reserve adequacy score, the gap against the next ten years of work, and the contribution that would close it.
Start the reserve checkWorks Alongside
Your bank and debit order provider, your accounting package and your existing owner portal. Apportia does the calculation and the record; it does not need to replace the tools that already collect.
Data and Trust
Built to POPIA, with role-based access, multi-factor sign-in and an append-only ledger. Client money stays in your trust accounts; Apportia never holds funds.
Frequently asked questions
Twenty schemes or two hundred? Send us last year’s budget for one and we’ll show it rebuilt, levy by levy.
Book a WalkthroughBook a demo or ask a question
Tell us about your portfolio and we will show you how Apportia handles your specific requirements.