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01 Apr 11 More on financial planners

MEMBER 52 writes:

"Just had a client come in. He has six years of his superfund returns to do. Total value of fund 30K. This fund was set up by a Financial Planner. Trust deed has not even been signed.
Even though I have a graduate degree in Financial Planning together with the standard accounting qualifications, I will be breaking the law if I tell the client he should close his fund and roll the money out.

Perhaps I should send this client to Bill Shorten, after all he is a consumer that needs protecting. Nah! I'll just send him to the ATO where I know he can get some really truly independent advice."

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