Acis for Wealth Advisors

Responsive to your needs.
Essential to your practice.

Prioritise your practice & clients.

Overseen by our specialist team and driven by our powerful platform, Acis delivers you with the confidence that your business and investment structures are in good hands. We take full responsibility for the integrity of SMSFs and other legal documents, mitigating the risks to your practice.

Reduce risk withfull legal oversight

Every Acis document is produced under the direct supervision of our inhouse lawyers, and we take responsibility for the integrity of the completed product.

Access a specialist team

What really sets Acis apart is our specialist inhouse team. They’re only a phone call away for any support or guidance you need.

Unlock highervalue relationships

Our full-service offer is customised to your unique requirements. Put your brand front and centre on our portal, documentation and collateral.

Utilise our dedicatedSMSF services

Our SMSF deeds have been developed by a national panel of industry experts. And the specialist scrutiny of the Acis team ensures anomalies are identified early in the process and brought to your attention.

Leverage existingsoftware investments

The Acis platform delivers seamless data integration with major third party platforms including Class, BGL, Xero and more.

Build document uniformity

We understand the importance of uniformity and knowing what’s in your documents. By standardising the operative provisions of deeds and constitutions, Acis helps unlock practice efficiencies.

Ready to get started?

Create companies, trusts and SMSF structures using our intuitive interface with specialised structure support from our team of experts.

Companies

Company registrations for proprietary and public companies plus company services.

Products & pricing

SMSFs

SMSF preparation and services.

Products & Pricing

Trust Evolve™

Trust Deed Review, Amendment, and Distribution Toolkit.

Product & pricing

Trusts

Trust preparation and services.

Products & pricing

We value the Acis team’s hands-on approach, where we can simply pick up the phone and speak to someone instead of having to engage other lawyers. From our perspective, the technological advancements Acis has built into its user-friendly platform, and the integration with the team’s skillset and expertise, have been seamless and resulted in a really specialist suite of services.

Kevin Mottau, Director – Acknowledge Accounting

Our relationship with Acis extends well beyond the preparation of documents. We are meeting and exceeding our clients’ expectations, which makes us look good.

Warren Meiklejohn, Associate Director – Nexia Brisbane

The Acis integration with BGL has been invaluable to our business. This integration has allowed us to streamline our processes, remove unnecessary wastage and alleviate errors arising from multiple touch points. It is hard to remember life before the Acis – BGL integration.

Jodie Marshall, Partner – Snelleman Tom

Great result, thank you. That’s one reason why I use Acis and not another supplier – you go above and beyond what’s expected.

John Barrett, Director – Transcend Accounting Pty Ltd

Acis integrations are super simple and they work. You don’t have to figure things out because it happens seamlessly in front of you. The time savings are noticeable.

Warren Maris, Director – Magnus Business Advisers and Accountants