Home › Forums › Australian Financial Services Licensing (AFSL) Forum › Insurance Advice in limited superannuation advice › Reply To: Insurance Advice in limited superannuation advice
February 13, 2018 at 12:38 pm
#5265
Lawrence
Guest
Hi Peter,
the point the questions is not if it’s in the clients Best interest, or what the advice should be, the question is, if you recommend a partial rollover to keep insurance, does that constitute insurance advise – like you said is this considered to have been a recommendation for the client to keep their insurance and therefore cannot limit the SOA to superannuation advice only.