Strategist SMSF

Establish your strategist self-managed superannuation fund and get your documents drafted and electronically delivered by PGG Legal today, for just $550.00 (or $385.00 for members). All orders are processed instantly.

Establish a strategist self-managed superannuation fund with us

Regular Price: $550.00 (GST inclusive)

Members Price: $385.00 (GST inclusive)

Our Self managed superannuation fund trust deed is drafted that up to 6 people can create a self managed superannuation fund to make concessional and non concessional superannuation contributions and be compliant with taxation, superannuation and trust laws which apply to the administration of self managed funds.

The trustee of a Strategist SMSF Trust signs the deed at the end of the rules and by doing so, establishes the Trust. There are no members referred to on establishment of the Trust. Individuals apply to become members only after the Trust has been settled. Members can come and go but are admitted to the fund by signing a form or letter by which they ask to be admitted as members and agree to be bound by the terms of the Trust.

Our process

Establish your strategist self-managed superannuation fund with us today for just $550.00 (or $385.00 for members). Your order will be processed instantly and you will receive all the trust documents electronically, within minutes. Any additional legal requirements you may have can be raised with our team at your discretion.

Why establish with us?

All of our Strategist Self-managed Superannuation Fund documents are backed 100% by PGG Legal’ expertise. Our firm specialises in tax and Trust law. As such, we do not use disclaimers of any kind on our documents. Additionally, all of our professional clients have the option to apply their own branding to our documents. Complete our straightforward, state of the art order form within minutes and get your strategist self-managed superannuation fund established today.

  • Well drafted documents, developed over a period of years
  • Supported by experienced and fully insured tax and Trust lawyers
  • No disclaimers used on any of our legal documents
  • Option to apply your branding to our documents
  • 24/7 service availability
  • Always up to date documents
  • Bank-level security for your data
  • Instant processing available

PDF document pack:

  • Cover Letter
  • SMSF Strategist Deed
  • Minutes of Trustee Meeting
  • Application for Membership
  • Product Disclosure Statement
  • ATO Trustee Declaration
  • SMSF Bank Kit
  • Binding Death Benefit Nomination Form
  • Non-Binding Death Benefit Nomination Form

Ancillary Documents included:

  • SMSF Minutes
  • Death Benefit Nominations
  • Application for Membership
For your convenience, all the ancillary documents are provided as Microsoft Word editable files.
The PGG / Peter Gell Difference

Gain peace of mind by dealing with experienced lawyers who stand by their templates without need of a disclaimer. Ease of access and speed of delivery will ensure an efficient and pleasurable registration experience. Are clerks or computer bots causing you frustration? Work with our experts and attain the assurance that only decades of legal practice can afford.

Protection

Protection for your practice and for your clients, with no disclaimer on the documents

Premium Documents

All the documents are carefully and professionally drafted and kept up to date

Editable Ancillaries

We provide editable Microsoft Word supporting documents for all our products

Referrable Documents

Referrable documents (e.g. Prepared by PGG Legal for Your Accounting Practice Pty Ltd)

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