Your privacy matters

Succession planning involves deeply personal conversations about your family, your business and your future.

We take that responsibility seriously.

• We only collect the information we need 
• We keep your information confidential and secure 
• We do not sell your information 
• We only share information where necessary and with your consent (or as required by law) 
• You can access or correct your information at any time 

1. Who we are

Louise Hill Succession Planning for Farming Families (“we”, “us”, “our”) provides succession planning and advisory services to farming families and agribusinesses.

We are committed to protecting your personal information and handling it with care, respect and integrity.

We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What information we collect

We may collect personal information about:

• Clients and prospective clients 
• Family members involved in succession planning 
• Business partners and advisers 
• Job applicants 
• Suppliers and contractors 
• Visitors to our website 

Types of information

Depending on your interaction with us, we may collect:

• Name and contact details 
• Family structure and relationship information 
• Business and farm ownership details 
• Financial and asset information relevant to planning 
• Trust, company and property information 
• Goals, intentions and concerns relating to succession 
• Information shared during meetings and discussions 
• Referral information 

We may also collect sensitive information (such as health or personal circumstances) where relevant and with your consent.

3. Why we collect your information

We collect and use your information to:

• Support your succession planning journey 
• Help families navigate complex decisions 
• Communicate with you 
• Work with your professional advisers (with your consent) 
• Operate and improve our business 
• Meet legal and regulatory obligations 

4. How we collect your information

We usually collect information directly from you.

However, we may also collect information from:

• Family members involved in the planning process 
• Accountants, financial advisers or other professionals 
• Publicly available sources 
• Third parties where you have given consent 

Where we collect information indirectly, we will take reasonable steps to inform you.

5. Confidentiality in family and business matters

We understand that succession planning involves sensitive family and business dynamics.

We:

• Treat all information with strict confidentiality 
• Respect the sensitivities between family members 
• Only share information where appropriate, agreed or required 
• Clarify who we are acting for and how information will be shared

6. What happens if you don’t provide information

If information is incomplete or inaccurate, we may not be able to:

• Fully understand your circumstances; or 
• Provide effective succession planning support

7. Website usage and cookies

When you visit our website, we may collect:

• Date and time of your visit 
• Pages viewed and documents downloaded 
• Referring website 
• Internet service provider 
• IP address or domain name 

We may use cookies or similar technologies to improve your experience.

This information is generally used for analytics and does not usually identify you personally.

8. How we use and share your information

We may share your information with:

• Your authorised representatives 
• Your professional advisers (e.g. accountants, financial planners, lawyers) 
• Service providers (e.g. IT and cloud providers) 
• Government or regulatory authorities where required 

We will only share your information where:

• You have consented 
• It is necessary to provide our services 
• We are required by law 

We do not sell your personal information.

9. Overseas data storage

Some service providers (such as cloud providers) may store data overseas.

We take reasonable steps to ensure your information is protected in line with Australian privacy laws.

10. How we protect your information

We take reasonable steps to protect your information from:

• Misuse or loss 
• Unauthorised access 
• Unauthorised disclosure 

This includes physical, digital and administrative safeguards.

11. How long we keep your information

We retain your information only for as long as necessary to:

• Provide our services 
• Meet legal and regulatory obligations 
• Maintain our business records 

When no longer required, we securely destroy or de-identify the information.

12. Access and correction

You can request access to the personal information we hold about you and request corrections if needed.

We will respond within a reasonable time and may require proof of identity.

13. Complaints

If you have a concern about how we handle your information, please contact us.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

14. Contact us

Louise Hill Succession Planning for Farming Families
Email: hello@louisehill.au
Phone: +61 428 255 890
Address: Level 10 – 95 North Quay, Brisbane QLD 4000

Updates to this policy

We may update this Privacy Policy from time to time.

The latest version will always be available on our website.