What Acis does

Acis is an Australian financial services infrastructure technology platform that provides documentation and compliance solutions for business and investment structures, including company registrations, discretionary and unit trusts, and Self-Managed Superannuation Funds (SMSFs). Founded in 1988 and headquartered in Brisbane, Acis serves accounting, legal, and wealth advisory professionals, positioning itself as a specialist outsourced provider that takes full responsibility for the integrity of the legal documents it supplies, in contrast to automated template-based competitors.

The platform combines four core service lines (Companies, Trusts, SMSFs, and Legal Services) with two proprietary product modules, Trust Evolve® (a trust review and risk-mitigation solution) and SuperDepot® (a subscription SMSF deed service that auto-updates subscribers' deeds when regulation changes). Underlying the platform is Acis Legal, a wholly-owned Queensland-incorporated legal practice with qualified lawyers and paralegals who supervise all documentation, plus the Acis Portal (portal.acis.net.au) as the primary client interface. The technology stack is a cloud-based portal with payment integrations via Merchant Warrior and BPay and a content library of more than 250 resources.

Acis generates revenue through a sales-led, professional-advisor-channel model combining transactional fees for structure documentation with recurring subscription revenue from SuperDepot. The company is privately held (Acis Pty Ltd), received growth investment from Pemba Capital Partners in March 2022, and counts KPMG, Roberts + Morrow, The Moreton Group, Krigsman Partners, and other Australian advisory firms among its named customers. Its geographic footprint is exclusively domestic (Australia), and its marketing centers on educational content, webinars, and co-marketing events such as the Xero Roadshow Australia 2024.

Name

Acis

Legal name

Acis Pty Ltd

Website

https://acis.net.au

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Acis is an Australian financial services infrastructure platform providing documentation and compliance solutions for business and investment structures, including companies, trusts, and SMSFs. It serves accounting, legal, and wealth advisory professionals through an in-house legal practice and subscription-based deed management services.

Ownership category

akta.pro rank

Product category

Business and investment structures documentation services

NAICS

Trusts, Estates, and Agency Accounts (525920), Offices of Certified Public Accountants (541211), Custom Computer Programming Services (541511)

SIC

Services-Legal Services (8111), Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)

akta.pro primary industry

eDiscovery, Document Coding & Litigation Support Data Processing (BPAAAKAH)

akta.pro secondary industries

Equity Compensation & Global Share Plan Administration (BPACAHAI), Information Governance, Records Management & eDiscovery Compliance (EDABADAF)

Keywords

• Trust deed preparation
• SMSF administration services
• Company registration services
• Legal documentation services
• Business structure compliance

Headquarters

HQ city

Brisbane

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, Infrastructure

Revenue model

1. Document and Structure Services: Acis provides documentation and compliance solutions for businesses including trust deeds, company constitutions, SMSF deeds, and related legal documents. The company takes full responsibility for the integrity of legal documents supplied. Services are ordered through the platform or via sales contact, with professional advisers ordering on behalf of their clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Acis is an Australian financial services infrastructure platform that prepares and supplies fit-for-purpose legal documentation and ongoing compliance for business and investment structures — including companies, trusts (discretionary, unit, hybrid, family), and self-managed superannuation funds (SMSFs) — delivered through professional advisors (accountants, lawyers, wealth advisors) and supported by an in-house legal practice. Specialist offerings include Trust Evolve® for discretionary trust distribution risk reviews and SuperDepot® for automatically updated SMSF deeds. The company takes full responsibility for the integrity of the legal documents it supplies rather than operating as an automated document provider.

Product overview

Acis is a business and investment structures platform providing documentation and compliance solutions for the accounting, legal, and wealth advisory communities in Australia. The platform operates as a unified service combining Companies, Trusts, SMSFs, and Legal Services offerings, supported by in-house lawyers. Key product modules include Trust Evolve® for trust distribution risk management and SuperDepot® for automatic SMSF deed updates. The Acis Portal serves as the primary client interface for accessing services. The company integrates with major accounting systems and payment gateways (Merchant Warrior, BPay) and provides specialized documentation for regulatory compliance including Regulation 13.22C unit trusts, foreign person provisions, and Division 7A considerations.

Differentiator

Problem solved

Functional benefit

Brands

• Trust Evolve®: Trust review solution designed to help advisor clients mitigate risks associated with trust deeds and ensure effective trust distributions.
• SuperDepot®
• Acis Legal

Products and services

• Companies Documentation and compliance solutions for company structures including constitutions, shareholder agreements, and corporate trustee arrangements, supplied to professional advisors under Acis Legal oversight. For Australian accountants, lawyers, and wealth advisors.
• Trusts Fit-for-purpose trust deeds and administrative support for discretionary, unit, hybrid, and family trusts, including provisions addressing foreign person surcharge, Regulation 13.22C unit trusts, and Division 7A considerations. For Australian accounting, legal, and wealth advisory firms serving trust clients.
• SMSFs Self-Managed Superannuation Fund documentation and compliance services, including trust deed preparation and updates, compliant with the Superannuation Industry (Supervision) Act 1993 and ATO requirements. For accountants and advisors managing SMSFs on behalf of their clients.
• Legal Services In-house legal services delivered by qualified Australian legal practitioners (Acis Legal) to ensure legal oversight and document preparation under supervision, including drafting of trust deeds and company structures. For accountants, lawyers, and wealth advisors whose clients require legally supervised documentation.
• Trust Evolve® A comprehensive solution designed to help advisers manage risk and ensure effective trust distributions, addressing ATO rulings and high-profile cases related to discretionary trust compliance. For Australian advisors managing discretionary trusts.
• SuperDepot® SMSF deed subscription service providing up-to-date trust deeds for self-managed superannuation funds with automatic updates reflecting regulatory changes, designed as a cost-effective and simple solution for practices managing multiple client SMSFs. For accountants and advisors managing SMSFs.
• Acis Portal Online platform for clients to access Acis services, place orders, manage documentation, and interact with the system's compliance tools. For accountants, lawyers, wealth advisors, and other professional clients across Australia.

Quantifiable outcome

• Firms can focus on higher value client relationships rather than administrative burden of structure creation
• +1 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

One partnership is on record.

• XerocoreGTM or Marketing PartnerAcis participated in the Xero Roadshow Australia 2024 across 13 Australian cities, connecting with Xero's ecosystem of accounting and bookkeeping professionals. This partnership provides visibility among Xero's customer base of accounting firms.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Heffron: Heffron is a leading Australian SMSF administration and compliance specialist. Directly comparable to Acis on the SMSF deed management and ongoing administration side, especially competing with SuperDepot® for outsourced SMSF services to accounting and advisory firms.
• NowInfinity (Reckon): NowInfinity, now part of Reckon, provides automated company registration, trust establishment, and business structure software in Australia. Competes most directly with Acis on the company and trust formation side, though with a more tech-automated vs legal-supervised model.
• ESUPERFUND: ESUPERFUND is an Australian SMSF administration platform that handles set-up, ongoing administration, and compliance. Directly comparable to Acis for accountants and advisors outsourcing SMSF services.
• SuperConcepts: SuperConcepts is a large Australian SMSF administration specialist serving accounting firms and trustees. Comparable to Acis as a specialist outsourcing partner for advisors handling SMSF structures and compliance work.
• Class Super: Class provides cloud software for SMSF administration and accounting, widely used by Australian accounting practices. Adjacent-comparable to Acis for SMSF workflow, though more software/SaaS-led vs document-supervision-led.

Broad incumbents

• LegalVision: LegalVision is a major Australian online legal services firm offering company setups, trusts, and commercial legal work. Comparable to Acis's Acis Legal subsidiary for outsourced legal documentation aimed at SMEs and advisors.
• Equity Trustees: Equity Trustees is an Australian listed trustee and wealth services firm administering estates, trusts, and superannuation. Comparable to Acis on the trust and estate administration side at a much larger scale.
• Perpetual Limited: Perpetual is an Australian financial services group with corporate trust, estate administration, and wealth services. Overlaps with Acis on the trust and structure administration capability set though at institutional scale.

Emerging players

• Lawpath: Lawpath is an Australian legaltech platform offering automated documents and access to lawyers. Adjacent-comparable to Acis on company/trust formation though more consumer/SME self-service oriented vs Acis's professional-advisor channel.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/acis2
• LinkedInlinkedin.com/company/acis-australia

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

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 Acis