You’re a strata manager,
not a financial planner.
Every strata community is a puzzle of different owners, different finances and conflicting priorities. There is no single best way to fund capital works because every group of owners is unique with a unique financial position.
Now there is a better way to calculate the real cost and impact of every funding option for your clients.
Introducing LevyPlanner
Australia's first tool to calculate and score the real cost of each funding option for any scheme, any mix of owners, any capital works plan.
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The funding puzzle.
Same pieces. Different picture.
5
KEY VARIABLES
Deposit rates.
Loan Rate.
Inflation.
Lumpy Cash Flows.
Opportunity Costs.
How do you factor in the impact of these variables that shape the "real" cost to owners?
4
TAXES
GST.
CGT.
Income Tax – Owners.
Income Tax – OC.
How do you asses the after tax cost of funds when each tax varies by owner type and levy structure?
3
FUNDING METHODS
Capital works levies.
Special levies.
Borrowing.
How do you calculate and compare the cost and impact on owners?
2
SCHEMES ARE
NEVER THE SAME
Different owners.
Different finances.
Different priorities.
There's no perfect one-size-fits-all answer. Only the optimum mix for that unique community.
LevyPlanner puts the right tool in your hands to solve the funding puzzle.
Fast to build. Easy to share. Ready to present.
On Any Device. For Any Scheme.
The Funding Puzzle: Solved.
Once a capital works plan is agreed, the real challenge begins: How do you pay for it?
Every owner has an opinion and funding preference. Capital works levies, special levies, and borrowing – each funding option has trade-offs; there's no "perfect" one-size-fits-all answer. You can just work with owners to find the optimum mix for that specific community’s unique needs.
LevyPlanner stops the guessing game. It combines current market data with your scheme's specific profile to instantly calculate and visualise the impact and effectiveness of each funding method.
Every LevyPlanner user gets:
A Pre-Tax & Post-Tax Score – showing how your funding mix performs against the absolute best and worst options possible
A Clear, Detailed Report – breaking down the cost and financial impact for each owner type
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The Better Way to Plan:
Don’t just give them an agenda item and a levy notice. Give them a LevyPlan.
End the Guesswork: Mix, match and score funding options to find the optimum mix for your profile of owners
Tailor to your Community: Align funding decisions with the specific owner profile and unique priorities
Visualise the Impact: Show the immediate and long-term impact so owners feel in informed and in control, not overwhelmed
Present with Confidence: Deliver professional, data-driven reports that build confidence and increase understanding
Secure the Vote: Turn complex funding debates into decisive ‘yes’ votes
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A Lannock Initiative
Built on 20+ years of strata funding expertise and backed by Australia's leading academic and tax minds:
Paul Morton | Lannock Founder and CEO
Paul is a Sloan Fellow of Stanford University and used the skills and concepts learned from his Master of Finance from UNSW.
Dr. Alex Frino | Corporate Finance
Former CEO of the Capital Markets Research Centre - an offshoot of Sydney University which sponsors 70% of the finance PHD students in Australia.
Dr. Les Gordon | Financial Mathematician
Financial mathematician responsible for all LevyPlanner modelling.
Rod Laws | Director at Tinworth and Co.
Australia’s foremost strata tax accountant, providing all tax advice for LevyPlanner.
Book a demo with our team
Have a quick chat with us at the conference, or book a time for a presentation at your office using the form below.