Home
Our Firm

In an increasingly litigious business environment, we provide advice and employ strategies to build a fortress around your business and personal wealth.

About Us

Who We Are

We are experienced advisors focused on your enduring financial security and business continuity. Our strategic guidance integrates asset protection, estate planning, and succession to ensure lasting commercial success and personal peace of mind.

What We Do

We empower business owners by enhancing performance while simultaneously securing their wealth and future. Our expertise delivers robust asset protection, seamless estate transfer, and effective succession strategies for sustained prosperity.

How We Do It

Utilising collaborative cloud technology, we work closely with your advisors on all key areas. This integrated approach efficiently implements asset protection, estate plans, and succession strategies for a secure future.

How We Do It

Utilising collaborative cloud technology, we work closely with your advisors on all key areas. This integrated approach efficiently implements asset protection, estate plans, and succession strategies for a secure future.

Our Core Values

Client Trust

This encapsulates Confidentiality and the underlying principle of building and maintaining trust with clients through secure and private dealings.

Principled Delivery

This combines Integrity and Reliability, emphasizing the commitment to ethical practices, promise fulfillment, and consistent, high-quality service.

Exceptional Service

This focuses on the Reliability aspect and the aim to consistently exceed client expectations with timely and proficient service across all offerings.

Meaningful Impact

This highlights the Value Add proposition, underscoring the firm's commitment to engaging only when it can make a tangible and positive difference for clients.

Our People

Samuel Testa

Legacy Architect

John Welch

Legacy Architect

Nathan Testa

Director - Digital

Riley Johnson

Director - Technology

Denise Maloney

BDM - NSW & QLD

Deborah Ward

Director - Finance

Our Process

Evaluate

We take the time to understand your unique situation and discuss how we may be able to add value to your circumstances. This is done via a 30-minute phone or zoom call.

Analyse

We utilise diagnostic analysis and questionaries to build a clearer picture of where you are presently and where you are wanting togo. Upon a signed letter of engagement and payment of agreed fees, we can prepare a strategy advice paper relevant to your needs.

Strategise

We provide you with a strategy advice paper that allows you the opportunity to consider all aspects with relevant parties to the advice before commitment to implementation.

Implement

Upon acceptance of our advice, a signed letter of engagement and payment of agreed fees, we will begin the process of implementation.

Monitor

Our annual review process is an important aspect of our engagement. Through this process we will make sure that you stay on track and if circumstances change, we can take immediate action.

Let's Talk

Samuel Testa

Legacy Architect

“In a world of uncertainty, we provide our clients “Peace of Mind” knowing that the legacy they have created is protected for generations to come”
1800 279 482
hello@samueltesta.com.au
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Privacy Policy

This privacy policy tells you about the way Samuel Testa & Company (we, our or us), collects information, holds it, uses it, and if we disclose it, who we disclose it to.

Collection of Your Personal Information

Samuel Testa & Company may collect and hold information relating to you that you have provided to us, that we may have obtained from another source or from when you have used our website. This information may include (amongst other information) your name, address, telephone numbers, lifestyle information and any other information collected in relation to your use of our products and services.

We collect other information to help us understand how our site is working and how we could improve it and/or our services. This may include URL of pages you visit or have visited, which operating system and browser you are using, your IP address, and the date and time of your visit. While we may publish aggregated information of this sort, we will not publish information about individual machines, and we only disclose and use it as set out in this privacy policy. If you post messages to our website or Blog, we collect and may keep the information in those messages.

Use of Your Personal Information

Samuel Testa & Company may hold and use your information for a number of purposes connected with our business, which include:

• processing your orders or applications and providing you with any requested product or service;

• contacting you about your contact details;

• providing you with a bill or a payment reminder;

• keeping you informed about our products or services;

• using your information for a purpose agreed with you;

• dealing with your enquiries or complaints;

• contacting you about any maintenance, support or general customer care issue.

Sharing Your Personal Information

Samuel Testa & Company will not share your personal information, except when:

• you tell us we can do this;

• we reasonably believe we are required to do so by law;

• we want to carry out a credit check on you;

• we want to list any payment defaults with a credit agency;

• this is necessary to assist an adjudicator to resolve a complaint you make about us.

Your User Name and Password

If you are a Samuel Testa & Company customer, you are responsible for your email address and password. You should not tell anyone else your user name, and if you do, you are responsible for paying for any products or services that they buy from us.

Credit Card Security

When you use your credit card to pay for any of our products or services, you will be using our online payment provider (currently PayPal). Make sure you always logout when you have finished using the PayPal website, especially if you access PayPal from a shared computer.

Cookies

A cookie is a small piece of information stored on your computer. A cookie helps us improve your user-experience when you use our website and allows us to track and target the interests of users. You will need to enable cookies to use Samuel Testa & Company.

Internet Statistics

Samuel Testa & Company may use a third party provider to collect information such as the number of visitors on our site per day and which pages they visit. We may do this using a small piece of code on each page to count and provide this information to that third party provider.

Corrections and Deletions

You may ask to see your personal information and ask to have any of it updated, corrected or deleted. We may ask you to verify your identity for such requests, to protect your privacy, and that of others. You can do this by sending an e-mail to the following address: hello@samueltesta.com.au

Changing This Policy

We can change this privacy policy at any time. We will tell you about changes by posting an updated policy on our website, so we encourage you to periodically review this page for the latest information on privacy practices at Samuel Testa & Company. Changes apply from the date we post it on our website.

Security of Your Information

Samuel Testa & Company takes all reasonable steps to ensure that all your information that it collects, uses or discloses is accurate and stored in a secure environment accessed only by authorized persons for legitimate business purposes.

Agree and Close
Privacy Policy

Terms of Use

The information contained in this web site is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature oflaws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this site.

Accordingly, the information on this site is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should consult a Samuel Testa & Company professional.

While we have made every attempt to ensure that the information contained in this site has been obtained from reliable sources, Samuel Testa & Company is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this site is provided “as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

In no event will Samuel Testa & Company, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information in this site or for any consequential, special, or similar damages, even if advised of the possibility of such damages.

Certain links in this site connect to other web sites maintained by third parties over whom Samuel Testa & Company has no control. Samuel Testa & Company makes no representations as to the accuracy or any other aspect of information contained in other web sites.

‍

Agree and Close
Terms of Use

Accreditations & Licences:

Quick Links
Our FirmExpertiseInsightsLog in to Estate Planning
Sydney
Level 25
100 Mount Street
North Sydney NSW 2060
Follow us
LinkedIn
Facebook
© 1984 - 2025 Samuel Testa & Company
Disclaimer: Liability limited by a scheme approved under Professional Standard Legislation.
Privacy PolicyTerms of Use
Information we are required to Disclose to You

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable

2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register

3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Samuel Testa, Practice Principal by email. Your complaint will be investigated by the Practice Principal or a member who is not involved in the subject matter of the dispute where possible.We will provide you with email acknowledgement of receipt of your  complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. TheTPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.