its funny. I just read an soa from an adviser attached to an accounting practice. His SOA was totally investment focused i.e. how to get the clients current fum under management, no strategy. The client wanted super strategy advice as well. In the SOA though the planner referred to 'your accountant has advised you will be making x,y,z contributions non concessionals and turning on a pension etc' - i.e. the accountant is not licensed to do so, but his planner has just incriminated him in the SOA!! Hilarious I thought.
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