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AGM Preparation Checklist

25 tasks to run a compliant and effective annual general meeting

Preparing for a Body Corporate AGM

The Annual General Meeting (AGM) is the most important meeting in the body corporate calendar. It is the meeting at which owners vote on the budget, set levy amounts for the coming year, elect the committee, and resolve major items affecting the building. A poorly-prepared AGM can result in invalid resolutions, levy disputes, and committee elections that are later challenged — all of which are time-consuming and expensive to unwind.

The legal requirements for AGM notice periods, quorum, and agenda content differ between states. In QLD the notice period is 21 days; in NSW and VIC it is typically 14 days. Missing these requirements can invalidate the meeting. Preparation should start at least 8 weeks before the AGM date.

This checklist is designed for body corporate committee members and managers. Owners who want to understand what should happen at their building's AGM can use it to check whether their committee is following correct procedure.

What You'll Get:

  • 25 preparation tasks organised by timeline from 8 weeks out to post-AGM
  • Red flag indicators for legal requirements that could invalidate the AGM
  • Print-friendly format to use as a working document on the day
  • Interactive checkboxes to track what's done and what's still outstanding

Categories Covered:

4
8+ Weeks Before tasks
5
4–6 Weeks Before tasks
4
Notice Period requirements
4
Meeting Administration
4
On the Day steps
4
Post-AGM follow-up

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