Resources
Property management guides
In-depth, South African guides for managing agents, trustees and landlords — written with local legislation and operating realities in mind. Informational only, not legal advice.
Property management software in South Africa: a buyer’s guideHow to choose property management software in South Africa: trust accounting, TPN screening, POPIA, CSOS, DebiCheck, demo questions and migration tips.Sectional title management: a complete South African guideHow sectional title schemes work under the STSMA: body corporate, trustees, levies, reserve funds, the AGM, conduct rules and CSOS oversight in South Africa.Managing agent handover checklist (South Africa)A practical managing agent handover checklist for South African schemes and rental books: governance, trust accounts, levy roll, arrears, compliance, keys and contracts.Tenant screening checklist for South African rentalsA POPIA-aware tenant screening checklist for SA rentals: ID verification, consent, TPN credit and rental profiles, affordability, employment and references.HOA vs body corporate in South Africa: what’s the difference?HOA vs body corporate in South Africa: legal basis, freehold vs sectional ownership, trustees vs directors, levies and how both sit under CSOS. Plain-English guide.The sectional title reserve fund: a South African guideHow the sectional title reserve fund works under the STSMA: ring-fencing, the prescribed minimum contribution, the 10-year maintenance plan, and good practice.Rental trust accounting in South Africa: a practical guideA practical guide to rental trust accounting in South Africa: trust accounts under the PPA, deposit interest under the RHA, separation of funds, reconciliations and audits.CSOS compliance for community schemes: a South African guideA plain-English South African guide to CSOS compliance: scheme registration, governance documents, CSOS levies and dispute resolution for trustees and agents.Rental management software: a South African buyer’s guideHow South African agents and landlords choose rental management software: trust accounting, TPN screening, DebiCheck, POPIA, migration and pitfalls.HOA management software: a buyer’s guide for South African estatesA vendor-neutral South African buyer's guide to HOA and estate management software: levies, owner statements, reserve funds, CSOS and what to evaluate.What managing agents should look for in property softwareA vendor-neutral South African guide to choosing property software for managing agents: trust accounting, approvals, audit trails and mixed rental and scheme books.What trustees should look for in scheme-management softwareWhat body corporate trustees and HOA directors should look for in scheme-management software: governance visibility, levy roll, reserves, arrears and CSOS compliance.Questions to ask during a property-software demoA vendor-neutral checklist of property software demo questions for SA agents and trustees, covering trust accounting, POPIA, levies, migration and support.A property-software requirements checklist (South Africa)A vendor-neutral property software requirements checklist for South African managing agents, trustees and landlords. SA rails, POPIA, trust accounting and more.Property-software migration checklistA South African property software migration checklist: what to extract, how to clean and validate data, parallel running and a safe go-live for schemes and rentals.Property-software implementation checklistA stage-by-stage property software implementation checklist for SA managing agents, trustees and landlords — scoping to go-live and beyond.Essential features for South African property-management softwareThe must-have features South African property-management software needs — trust accounting, TPN, DebiCheck, POPIA, CSOS/STSMA compliance, portals and audit trails.Trust-accounting software requirements for property practitionersWhat property practitioners should require of trust-accounting software under the Property Practitioners Act: segregation, deposits, reconciliation, audit trail, reporting.How to evaluate property-software securityA South African buyer's guide to evaluating property-software security: hosting, encryption, access controls, audit logs, backups and POPIA-supporting controls.How to evaluate data ownership and export rightsA South African buyer's guide to evaluating property software data ownership and export: who owns your data, export completeness, POPIA, and portability.