Donna Grundy - Senior Financial Adviser (Vision Super)

Vietnam joins FTSE Russell emerging market index

22 September 2026, 2:55pm

Vietnam has officially joined the FTSE Russell Global Equity Index Series, marking a new phase for its capital market as it moves from frontier to Secondary Emerging Market status. Read more

FAAA flags gaps in discretionary trusts tax reforms, deficient framework

22 September 2026, 12:29pm

Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely ... Read more

Shield investors launch Macquarie class action

18 September 2026, 12:47pm

Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement ... Read more

Sequoia plots potential restructure

18 September 2026, 12:47pm

Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring. Read more

Paul Chiodo sues Shield-linked City Built, director for $200m

18 September 2026, 11:14am

Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million ... Read more