Thanks Peet. On Tue, May 7, 2024, 09:20 Peet van Rensburg wrote: > Hi
Dave > > all seems fine. Just use Home Owners and not Body Corporate
as Welko is > not a body corporate. > > Regards, > PEET JANSEN VAN
RENSBURG CA(SA) CFP > Mypiggy Financial Planning CC > Cel 27 83 417
0457 > Email peet@mypiggy.co.za > Address No. 802 Welgelegen, 46 Beach
Road, Strand, 7139 > > *The contents of this e-mail and any files or
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shall not be binding on Mypiggy Financial Planning CC unless > signed
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intended > recipient, please tell us by reply and delete all copies on
your system* > > ----- Original message ----- > From:
dcsmrousseau@gmail.com > To: ulainsights@gmail.com,
peet@mypiggy.co.za, dave@dermafix.co.za > Sent: Tue, 07 May 2024
08:59:23 +0000 > Subject: Re: Chairman's report > Greetings to you
all. Here is my Chairmans report. Please look it over > and if there
is anything you wish to add or correct, please do so. > Otherwise, Ula
can send it on. > Thanks to you all. > Dave > > On Mon, May 6, 2024 at
9:10 PM Ula Gillion wrote: > >> Dear Dave, >> Herewith my attempt to
summarise our points as requested: >> >> 1. The incredible hard work
and commitment to restore the HOA to a >> healthy financial state are
evident considering the remarkable improvement >> in cash balances at
R93 139 at year end which allows for savings for >> purposes of
maintenance and improvements; the debt reduction at CoCt from >> R210,
200 to R105,580 at FYE; council write-offs had been finalised; and >>
although there is still room for improvement, levy and utility
collections >> have grown to 63% compliance in comparison to the 25%
when the new >> administration took over about 18 months ago; the HOA
is now solvent and >> liquid with all important financial indicators
now positive; and the good >> news that the current budget/levies for
year ending 28 Feb 2025 are to >> remain unchanged. >> 2. All
insurance covers are in place. >> 3. Refuse removal has been moved to
the accounts of individual owners. >> 4. The intercom system is
installed >> 5. CSOS registration had been finalised on 6 March 2024
>> 6. Steps had been put in place for the committee to receive the >>
council accounts and approved by CoCT >> 7. Tax is still pending and
ongoing. >> >> These are just the bullet point summaries and I have
pooled all Peet's >> work under one point as it is all financial
matters while mine was a little >> all over the place. I trust you all
will give the necessary input / >> corrections as needed. I feel we
can discuss the road under agenda points >> (number 10 on list I've
sent to you and it is superfluous to add it to the >> report, but you
may correct that, Dave and I'll update the agenda. >> Kind regards, >>
*Ula Gillion * >> *Registered Physiotherapist* >> *Helderberg
Physiotherapy* >> 14 Caledon Street, 5 Elwill Building, Somerset West,
7130 >> P.O. Box 3445, Somerset West, 7129 >> *Tel: *021 851 2888 |
*Email*: admin@helderbergphysio.com | *Fax*: 021 >> 8521438 |
helderbergphysio.com >> >> *Find us on: * >> Facebook | Twitter >> >>
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error, please report the error to us at >> admin@helderbergphysio.com
and delete this communication from your >> records. Thank you. >> >>
>> >> >> On Mon, 6 May 2024 at 14:38, David Rousseau >> wrote: >> >>>
Hi Peet and Ula >>> Thank you for your inputs. >>> I apologise for the
delay in getting this to you as I have had visitors >>> from the USA
and been quite busy. >>> Ula, please will you merge what you and Peet
have stated. It can start >>> with the following: >>> Chairman Report
>>> The Chairman briefly highlights the following matters for
consideration >>> and discussion at the AGM. >>> 1. etc >>> I suppose
somewhere we should also add the matter of the driveway if we >>> have
quotes. >>> Peet, are you able to walk through a summary of the
Financials. >>> Water meters still a pending matter and we agreed to
this last year. Any >>> suggestions on what shoukd be said here as a
way forward? >>> I am waiting on Mike Rose for the Constitution. I
hope to have something >>> soon for people's consideration. We will
have a future meeting to finalize. >>> Thanks >>> Dave >>> >>> On Mon,
Apr 29, 2024, 10:35 Peet van Rensburg >>> wrote: >>> >>>> Hi Dave >>>>
>>>> Herewith some notes / info you may include in your Chairmans
Report. >>>> >>>> Finances: >>>> >>>> - much improved with cash
balances at R93,139 as at year end >>>> allowing for savings to be
made for planned maintenance and improvements. >>>> - debt reduction
(in specific CoCT arrears) from R210,200 to >>>> R105,580 as at 29 Feb
2024 >>>> - Levy and utility collections still room for improvement.
With 63% >>>> compliance vs 25% when new administration took over some
18 month ago >>>> - HOA is now solvent and liquid and all-important
financial >>>> indicators are now positive. >>>> - Current
budget/levies for year ending 28 Feb 2025 to remain >>>> unchanged
until 2025 AGM. >>>> >>>> Admin (Ula may expand in more detail) >>>>
>>>> - CSOS registration finalized on xxxxx >>>> - CoCT online
registration in final stage of resolution >>>> - Insurance covers in
place >>>> - Tax registration still pending and ongoing. >>>> -
....... >>>> >>>> Regards >>>> PEET JANSEN VAN RENSBURG CA(SA) CFP
>>>> Mypiggy Financial Planning CC >>>> Cel 27 83 417 0457 >>>> Email
peet@mypiggy.co.za >>>> Address No. 802 Welgelegen, 47 Beach Road,
Strand, 7139 >>>> >>>> *The contents of this e-mail and any files or
attachments transmitted >>>> with it are confidential, may be legally
privileged and may not be >>>> disclosed to, copied or used by anyone
other than the addressee, nor may it >>>> be used or copied without
the consent of the sender. The contents of this >>>> e-mail and
attachments shall not be binding on MYPIGGY FINANCIAL PLANNING >>>> CC
unless signed by its duly authorised representatives. While we have
>>>> taken reasonable precautions against viruses, we do not accept
liability >>>> for any damages as a result of software viruses. If you
are not the >>>> intended recipient, please tell us by reply and
delete all copies on your >>>> system* >>>> >>>> ----- Original
message ----- >>>> From: dcsmrousseau@gmail.com >>>> To:
ulainsights@gmail.com, dave@dermafix.co.za, peet@mypiggy.co.za, >>>>
dcsmrousseau@gmail.com >>>> Sent: Mon, 29 Apr 2024 06:50:40 +0000 >>>>
Subject: New Constitution >>>> >>>