Privacy Policy

Logan & Hall Pty Ltd 

ABN: 88 119 478 465


1. About This Policy

Logan & Hall Pty Ltd (“we”, “us”, “our”) is an accounting and advisory firm providing accounting, taxation, compliance and business advisory services to individuals and businesses.

We are committed to protecting the privacy and confidentiality of personal information and comply with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs) and the Certified Practicing Accountant Australia (CPA) Code of Ethics for Professional Accountants, including our professional obligations relating to confidentiality, integrity and professional behaviour.

This Privacy Policy explains how we collect, use, disclose and safeguard personal information, including information processed by our offshore employees or contractors.


2. Scope and Application

This policy applies to personal information relating to:

  • Clients and prospective clients
  • Employees, offshore employees and contractors
  • Business contacts and suppliers
  • Website visitors


3. Personal Information We Collect

We collect personal information that is reasonably necessary to provide our professional services.

3.1 Client and Related Information

This may include:

  • Name, address, email address and telephone number
  • Date of birth
  • Tax File Number (TFN) and Australian Business Number (ABN)
  • Financial information, including income, expenses, assets and liabilities
  • Employment details and history
  • Banking, payroll, superannuation and employee information
  • Business, company, trust and SMSF records
  • Australian Company Number, Director Identification Number, Shareholding and Trustee details
  • Identification documents where required by law
  • Documentation that allows us to satisfy the identification and verification obligations with the Anit-Money Laundering and Counter-Terrorism Financing Legislation. 

3.2 Other Information

We may also collect:

  • Personal information relating to employees and offshore staff
  • Contractor and supplier contact information
  • Website enquiry and correspondence information

Information is generally collected directly from individuals or from authorised third parties such as the Tax Office, banks, employers, professional advisers or cloud accounting platforms.


4. Sensitive Information

Sensitive information (including TFNs) is collected and handled in accordance with:

  • The Privacy Act 1988
  • The Taxation Administration Act 1953
  • CPA Australia professional and ethical standards

We only collect sensitive information where it is legally required or reasonably necessary to provide professional services.


5. Use of Personal Information

We use personal information for purposes including:

  • Providing accounting, taxation, compliance and advisory services
  • Preparing and lodging tax returns, Australian Securities and Investment Commission (ASIC) returns and other reports
  • Meeting legal, regulatory and professional obligations
  • Communicating with clients and managing engagements
  • Practice management, billing, quality assurance and risk management
  • Fraud prevention and maintaining professional standards

Personal information is only used for legitimate professional purposes consistent with CPA ethical principles.


6. Disclosure of Personal Information

We may disclose personal information with your consent to:

  • The Australian Taxation Office, ASIC and other government agencies
  • Banks, financiers, superannuation funds and payroll providers
  • Cloud based accounting, document management and practice management providers
  • Professional advisers such as lawyers, auditors and insurers
  • Our employees and contractors, including offshore staff, who require the information to perform their duties

Disclosures are limited to what is reasonably necessary to deliver professional services.


7. Offshore Employees and Overseas Disclosure

We utilise offshore employees or contractors to support accounting and administrative functions.

Where personal information is accessed or processed offshore:

  • Offshore personnel are subject to strict confidentiality obligations
  • Access is restricted on a role based basis
  • Secure systems, monitoring and supervision are in place
  • Offshore staff receive training on Australian privacy law and CPA confidentiality requirements

We take reasonable steps to ensure overseas recipients comply with privacy protections substantially similar to those under Australian law, in accordance with the Australian Privacy Principles.


8. Data Security and Retention

We maintain administrative, technical and physical safeguards to protect personal information, including:

  • Secure cloud based systems and access controls
  • Multi factor authentication where appropriate
  • Confidentiality agreements for all staff (onshore and offshore)
  • Secure physical document storage and disposal procedures

Personal information is retained only for as long as required to meet legal, taxation and professional record keeping obligations, after which it is securely destroyed or de identified.

Please note the internet is not secure and we cannot guarantee the security of any information sent to us via the internet.


9. Access and Correction

Individuals may request access to the personal information we hold about them and request correction if the information is inaccurate, incomplete or out of date.

Requests should be made in writing to the Privacy Officer. Identity verification may be required. We will respond within three business days.


10. Privacy Complaints

If you believe we have breached our privacy obligations or CPA professional standards, you may lodge a written complaint with us.

We will investigate and respond promptly. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.


11. Governance and CPA Professional Standards

We:

  • Maintain governance structures appropriate for an accounting firm
  • Appoint a Privacy Officer responsible for privacy compliance
  • Provide regular training to staff on privacy, confidentiality and ethical conduct
  • Align our privacy practices with the CPA Australia Code of Ethics for Professional Accountants 

This policy is reviewed periodically to ensure ongoing legal and professional compliance.


12. Changes to This Policy

This Privacy Policy may be updated from time to time. The current version will be available on our website or upon request.


13. Contact Details

Privacy Officer

Logan & Hall Pty Ltd

Address: 22-24 McCallum St, (PO Box 328), Swan Hill VIC 3585

Email: service@loganhall.com.au  

Phone: 03 5032 1121


Reviewed: 28 January 2026