What Reserve Fund Plans does

Reserve Fund Plans (legally Super Valuations Pty Limited) is a privately held Australian professional services firm headquartered in Applecross, Perth, founded in 1984. It delivers a portfolio of strata property compliance and valuation reports to Western Australian and (more recently) South Australian customers, anchored on four core products: 10 Year Reserve Fund Plans compliant with s100 of the Strata Titles Act 1985, Building Insurance Valuations compliant with Division 4 of the same Act, Work Health and Safety Reports, and Asbestos Reports (combining an Asbestos Register and Management Plan). An additional Life Cycle Maintenance Report broadens the offering beyond statutory minimums. All engagements are delivered as professional inspection reports with colour photography and are backed by AUD 10 million of Professional Indemnity Insurance.

The firm operates a proprietary, Australian-designed Reserve Fund planning software that the company highlights as a source of configurability in long-term fund recommendations, used internally by qualified valuers and assessors during on-site property inspections. It has inspected over 30,000 strata schemes across Australia, typically assesses more than AUD 10 billion of property per annum, and routinely provides expert evidence in Federal and State Court matters.

The business model is a regional professional-services franchise: one-time, quote-based fees per engagement (with a published 12% price-beat guarantee), short 3-7 day turnaround, and go-to-market driven by direct client engagement, referrals from strata managers and real estate agents, and inbound quote requests via rfplans.com.au. Customer segments are strata companies and community schemes (the primary segment), property/lot owners, and strata managers acting as repeat referral channels. Revenue is concentrated in Western Australia with South Australia as a secondary growth geography; ownership is independent and founder/management-aligned with no disclosed institutional capital.

Name

Reserve Fund Plans

Legal name

Super Valuations Pty Limited

Website

https://rfplans.com.au

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Reserve Fund Plans (Super Valuations Pty Limited) is a Perth-based Australian professional services firm delivering 10 Year Reserve Fund Plans, Building Insurance Valuations, WHS Reports, and Asbestos Reports to strata companies, community schemes, property owners, and strata managers in Western Australia and South Australia.

Ownership category

akta.pro rank

Headquarters

HQ city

Applecross

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Services: One-time professional service fees for property inspection and report preparation across multiple service lines including reserve fund plans, building insurance valuations, safety reports, and asbestos assessments

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Reserve Fund Plans provides professional property inspection and reporting services for strata and community schemes in Western Australia and South Australia. Core services include 10 Year Reserve Fund Plans compliant with s100 of the Strata Titles Act 1985, Building Insurance Valuations, Work Health and Safety Reports, and Asbestos Reports (Register and Management Plan). All services are delivered as on-site inspections producing detailed bound and PDF reports with colour photography, backed by $10M Professional Indemnity Insurance.

Product overview

Reserve Fund Plans provides a suite of property compliance and valuation services for strata and community schemes in Western Australia and South Australia. The core offering consists of Building Insurance Valuations, 10 Year Reserve Fund Plans (compliant with Strata Titles Act 1985), Work Health and Safety Reports, and Asbestos Reports (including Register and Management Plan). Additional services include Life Cycle Maintenance Reports and South Australian Sinking Fund Plans. All services are delivered as professional inspection reports with color photographs, risk assessments, and easy-to-read documentation formats, backed by $10M Professional Indemnity Insurance.

Differentiator

Problem solved

Functional benefit

Products and services

• Building Insurance Valuations Professional assessment providing Certificates of Value for the replacement cost and reinstatement of buildings within strata or community schemes, compliant with Division 4 of the Strata Titles Act 1985. Includes $10M Professional Indemnity Insurance coverage and is intended for strata companies, councils of owners, and property owners requiring accurate insurance valuations.
• 10 Year Reserve Fund Plans 10-year financial planning documents compliant with s100(2A) of the Strata Titles Act 1985, determining amounts to be set aside annually for non-routine capital expenses including replacement, renewal, and repair of common property items. Prepared using Australian designed and owned proprietary software for strata companies and community schemes.
• Work Health and Safety (WHS) Reports Safety inspection reports identifying hazards, assessing risks to people and property, and providing practical control measures from both Common Law Duty of Care and WHS legislative perspectives. Targeted at strata companies, property owners, and workplaces requiring safety compliance documentation.
• Asbestos Reports Comprehensive asbestos documentation including both Asbestos Register and Asbestos Management Plan, identifying Asbestos Containing Materials (ACM), assessing risks, and establishing control measures compliant with Work Health and Safety legislation for strata properties and workplaces.
• Life Cycle Maintenance Report Report analyzing the lifecycle of building components and maintenance requirements, available for properties in Western Australia and South Australia to support long-term capital expenditure planning.
• 10 Year Sinking Fund Plan (South Australia) 10-year sinking fund planning document for South Australian properties, similar to Reserve Fund Plans, addressing maintenance and capital expenditure requirements for SA strata and community schemes.

Quantifiable outcome

• Typically assess in excess of $10 billion worth of property per annum
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• WBP Property Group: Australian property valuation firm (now part of JLL) offering insurance replacement cost valuations and reserve fund analysis for strata schemes. Directly comparable valuation service line to Reserve Fund Plans' Building Insurance Valuations.
• Herron Todd White: Long-established Australian valuation firm offering residential and commercial property valuations, including strata insurance valuations and reserve fund advice. Operates nationally with WA presence; directly comparable service offerings to Reserve Fund Plans in WA.
• BMT Tax Depreciation / BMT Quantity Surveyors: Australian quantity surveying and property advisory firm producing depreciation schedules, tax depreciation reports, and capital expenditure forecasts commonly used by strata schemes. Directly competes with Reserve Fund Plans on reserve fund / sinking fund plan work for strata buildings.
• Opteon Property Group: Major Australian property valuation firm providing insurance valuations, sinking fund/reserve fund studies, and property advisory across Australia. Directly competes with Reserve Fund Plans in the strata insurance valuation and reserve fund study space, including in Western Australia.

Broad incumbents

• JLL Australia: Global real estate services firm operating in Australia with valuation, advisory, and property services. Owns/operates valuation practices (including former WBP) that compete directly with Reserve Fund Plans on insurance valuation and reserve fund lines; broader portfolio than the strata-specialist focus.
• CBRE Australia: Global real estate services firm with Australian valuation practice offering commercial and residential property valuations including strata advisory. Broader scale, multi-segment focus, and wider geographic footprint than Reserve Fund Plans.
• Knight Frank Australia: Global real estate advisory firm with Australian valuation practice covering commercial and residential property, including strata insurance valuations. Broader geographic reach and diversified service mix compared to Reserve Fund Plans' strata-focused offering.
• Colliers Australia: Global real estate services firm with substantial Australian operations offering valuation and advisory across all property classes. Overlaps with Reserve Fund Plans on insurance valuations and reserve fund work; broader portfolio with much greater geographic reach than the WA-focused niche firm.

Emerging players

• Archicentre Australia: Australian building inspection and residential property reporting firm providing condition reports and inspection services to property owners. Adjacent peer to Reserve Fund Plans, intersecting on WHS reports and asbestos-related services for residential/strata buildings.

Regional players

• m3property: Australian property consultancy with residential and commercial valuation practice including strata advisory work. Comparable offering to Reserve Fund Plans but primarily active in eastern states (QLD/NSW/VIC) rather than WA, so operates in adjacent geographic territory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights8 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reserve Fund Plans