Strategist SMSF Deed Upgrade

Upgrade your SMSF and get your documents drafted and electronically delivered by PGG Legal today, for just $430.00 (or $387.00 for members). All orders are processed instantly.

Upgrade a SMSF with us

Regular Price: $430.00 (GST inclusive)

Members Price: $387.00 (GST inclusive)

This product has been created to allow you to upgrade your Strategist SMSD deed so that it has all the features which are needed in a self managed superannuation deed to cater for changes that have occurred within the self managed superannuation environment since 2017.

Our upgrades therefore cater for concepts such as the transfer balance cap, the downsizer contribution, the first home savers super scheme and the new 6 member limit and with extended provisions related to the use of powers of attorney.

To ensure this product is completed for you in a legally competent manner, we need you to upload the original trust deed and all amendments and variations which have occurred in the past.

All the documents are then checked by one of our lawyers, and if necessary where remedial work is required, it will be included within this product. If that is not possible, you will be contacted.

Our process

Upgrade your SMSF with us today for just $430.00 (or $387.00 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 upgrade with us?

All of our SMSF 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 SMSF upgradeed 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
  • Strategist SMSF Upgrade Deed
  • Minutes of Trustee Meeting
  • Product Disclosure Statement
  • Binding Death Benefit Nomination Form
  • Non-Binding Death Benefit Nomination Form

Ancillary Documents included:

  • SMSF Minutes
  • Death Benefit Nominations
For your convenience, all the ancillary documents are provided as Microsoft Word editable files.
The PGG 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 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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