18 September 2025

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Maybe it’s time to consider taxing the family home Supercharging the ‘4% rule’ to ensure a richer retirement Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are franking credits worth pursuing?

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Home / Author: Warren Bird

Warren Bird

Briefly, on the role of government bonds

We like a good debate, and when two opposing views argued about the role of government bonds in a diversified portfolio, a veteran of 30 years in fixed interest stepped in as referee.

Warren Bird
20 March 2019
1

Summer Series Guest Editor, Warren Bird

Guest Editor, Warren Bird, worked with Chris Cuffe at Colonial First State, and he brings clarity to the complex world of fixed interest, bonds and investing. Here are his favourite articles from the past six years.

Warren Bird
26 December 2018
2

Zero tax rate on pensions is right and fair

Claims that zero tax rates on superannuation pension funds are a rort are misinformed because they ignore the taxes paid to put money into super, and the social contract that super was designed for.

Warren Bird
18 September 2018
23

Personal reflections on the history of CFS

In the week that marks 30 years since Chris Cuffe joined what became Colonial First State, a former colleague reflects on what makes a business successful, and what may have been lost from those early days.

Warren Bird
23 August 2018
13

Back to basics shows franking credit refunds are fair

The current system is fundamentally fair as domestic shareholders pay tax on fully franked dividends at their own tax rate. This is what imputation should achieve and why we need franking credits refunded.

Warren Bird
21 March 2018
74

Unpacking the '30-year bull market' in bonds

The reality of investing in a bond is that regardless of whether we have experienced a massive bull market, the most a bond is worth at maturity is the face value.

Warren Bird
27 April 2017
1

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Latest Updates

A nation of landlords and fund managers

Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?

James Gruber
17 September 2025
7

Economy

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

John Abernethy
17 September 2025
10

Retirement

Retiring debt-free may not be the best strategy

Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.

Tony Dillon
17 September 2025
7

Why the ASX is losing Its best companies

The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.

Dimitri Burshtein, Peter Swan
17 September 2025
6

Investment strategies

3 reasons the party in big tech stocks may be over

The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.

GQG Research
17 September 2025
1

Investment strategies

Resilience is the new alpha

Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.

Matt Reynolds
17 September 2025
1

The DNA of long-term compounding machines

The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.

Lawrence Lam
17 September 2025
3

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