How do we run an AGM properly?
Quick answer
Send notice within your state's required period, prepare an agenda with all required items, confirm quorum, record motions and proxies as they happen, and distribute minutes promptly. Flex Strata's meeting tools draft minutes as you go.
Key takeaways
- Confirm your state's notice period and quorum requirement before sending the agenda
- Record motions, proxies and votes live rather than reconstructing them afterward
- Distribute minutes promptly and convert outcomes into tracked action items
An AGM is a strata scheme's most important annual event — it's where the committee is elected, the budget and other statutory items are dealt with, and the coming year's direction is set.
Before the meeting
- Confirm the required notice period for your state and send the agenda with enough lead time
- Include all items your legislation requires (election of committee, insurance, any motions notified by owners)
- Attach supporting documents — quotes, reports, proxy forms — so owners can make an informed decision before they arrive
- Check the quorum requirement for your scheme and plan for it
During the meeting
Work through the agenda in order, recording each motion as it's moved and seconded, noting the resolution type (ordinary, special or unanimous) and capturing votes and proxies as they're cast rather than reconstructing them afterward. This is the single change that makes the biggest difference to how painful minutes are afterward.
After the meeting
- Finalise and distribute minutes promptly — timely records matter both for compliance and for owner trust
- Update the committee's access in the portal to reflect any changes from the election
- Turn any resulting actions into tracked items with an owner and a due date
Common mistakes
Two mistakes come up repeatedly: sending notice too close to the meeting date, and not properly recording proxies, which can leave a resolution's validity open to challenge. Check your specific state's requirements — NSW, Victoria, Queensland and other states each set their own notice periods and quorum rules under their respective strata legislation.
Check your state's rules
Notice periods, quorum and resolution types differ by state — confirm against your own state's strata legislation before finalising an agenda.
Step by step
- 1Confirm notice period and prepare the agenda
- 2Send agenda and supporting documents to owners
- 3Confirm quorum on the day
- 4Record motions, proxies and votes as they happen
- 5Finalise and distribute minutes promptly
- 6Update committee access and create action items from outcomes
Running an AGM properly means sending notice within your state's required period, preparing a complete agenda, confirming quorum, and recording motions, proxies and resolution types accurately as they occur. Flex Strata's meeting tools capture this live so minutes are largely drafted by the time the meeting ends, and outcomes can be turned straight into tracked action items.
Sources
- Strata Schemes Management Act 2015 (NSW)
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