So, I have a fat bastard diabetic prospect who sees me to amalgamate his 12 super funds into one super fund. how much am I allowed to charge to search for and then research the 12 super funds to give advice? The clients only ask for super advice, but as an ethical adviser, I suggest we need to discuss his insurance needs as he has a few super funds with insurance attached and as a fat bastard diabetic, if he just rolls over his super to the cheapest on, he will lose insurance that he can't ever replace. So if I recommend a rollover of all his super funds into one, will I be able to charge the SOA fee, which includes insurance advice and 12 implementation fees to the one super fund?
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