Flagship Managing Agent Transition Package
Instead of confusing multi-tier plans, SGA offers one complete, end-to-end transition solution for schemes changing managing agents.
Package Features:
- Initial Consultation
- Custom Needs Assessment
- Proposal Sourcing
- Presentation Session
- Agent Handoff Meeting
- 12-Month Performance Review
What's Included:
1. 1-Hour deep-dive into your scheme's current challenges and requirements.
2. Compilation of a comprehensive scheme checklist and summary to brief prospective managing agents.
3. Sourcing, vetting, and side-by-side comparative summaries of managing agent proposals.
4. Guided consultation with trustees to evaluate options and select the best partner.
5. Formal final introduction meeting facilitating a smooth transition to your chosen agent.
6. Follow-up audit at 12 months to confirm client satisfaction and operational delivery.
Additional Services
For Trustees & Directors
Fiduciary Peace of Mind: Navigate CSOS statutory requirements, POPI/PAIA compliance, and maintenance resolutions without the guesswork.
Vendor & Service Tender Management: Sourcing, vetting, and comparing transparent quotes for managing agents, insurance, fire compliance, lifts, and statutory certifications.
Conflict-Free Advisory: Get expert guidance on complex scheme issues without taking on extra administrative burdens.
For Managing Agents
Onboarded Scheme Preparation: We prepare structured, audited scheme files and clear requirement summaries before tenders, making client intake faster and more profitable.
Trustee Alignment: We educate and equip trustees with starter packs and governance frameworks so they understand their roles, leading to healthier working relationships with portfolio managers.
For Developers
Establishment & Handover Support: Set up compliant draft rules, administrative registers, and owner starter packs to ensure a seamless transition from developer control to the Body Corporate or HOA.
Concierge & Support Add-Ons
Concierge Procurement: Sourcing and comparing quotes for PAIA/POPIA manuals, annual fire equipment servicing, lift inspection certificates, Annexure B maintenance schedules, and insurance policies.
Toolkit & Governance Bundles: Customisable trustee starter packs, owner onboarding kits, and templates for resolutions, formal letters, and daily operational forms.
Niche Advisory & Administrative Support
for Sectional Title & Full Title Schemes
About Us
SG Advisory (SGA) is an independent governance and administrative advisory consultancy for sectional title bodies corporate and full title homeowner associations across South Africa.
We bridge the gap between trustee duty and managing agent delivery. We do not act as managing agents, collect levies, or manage scheme funds — allowing us to provide 100% objective, conflict-free advice. Established on principles of integrity, stewardship, and servant leadership, SGA empowers scheme executives, developers, and managing agents with the tools and structure needed for smooth operations and full compliance.
Our Promise: Purely independent support. No bias, no vendor kickbacks, and clear fee structures.
Why SG Advisory?
Zero Conflict of Interest
We do not compete with managing agents or accept commission from suppliers.
Practical & Actionable
From comparative matrices to resolution drafts, we deliver ready-to-implement tools.
End-to-End Commitment
We remain involved from the initial audit through to the 12-month post-transition review.
Empowering Trustees & Directors
SG Advisory is dedicated to effective advisory and administrative support, created specifically to empower trustees, directors, and developers of sectional and full title schemes in South Africa to communicate effectively with their managing agent.