By Professor Hazel Bateman

Journal articles

Wang-Ly N; Bateman H; Dobrescu I; Newell BR; Thorp S, 2022, 'Defaults, disclosures, advice and calculators: One size does not fit all', Journal of Behavioral and Experimental Finance, 35, pp. 100690, http://dx.doi.org/10.1016/j.jbef.2022.100690

Wu S; Bateman H; Stevens R; Thorp S, 2022, 'Flexible insurance for long-term care: A study of stated preferences', Journal of Risk and Insurance, 89, pp. 823 - 858, http://dx.doi.org/10.1111/jori.12379

Bateman H; Alonso Garcia J; Bonekamp J; Stevens R; van Soest A, 2022, 'Saving preferences after retirement', Journal of Economic Behavior and Organization, http://dx.doi.org/10.1016/j.jebo.2022.04.005

Alonso Garcia J; Bateman H; Bonekamp J; Stevens R, 2021, 'Spending from regulated retirement drawdowns: The role of implied endorsement', Scandinavian Journal of Economics, 123, pp. 810 - 847, http://dx.doi.org/10.1111/sjoe.12437

Thorp S; Bateman H; Dobrescu LI; Newell BR; Ortmann A, 2020, 'Flicking the switch: Simplifying disclosure to improve retirement plan choices', Journal of Banking and Finance, 121, pp. 105955, http://dx.doi.org/10.1016/j.jbankfin.2020.105955

Hanewald K; Bateman H; Fang H; Wu S, 2020, 'Is there a demand for reverse mortgages in China? Evidence from two online surveys', Journal of Economic Behavior and Organization, 169, pp. 19 - 37, http://dx.doi.org/10.1016/j.jebo.2019.10.023

Bateman H; Eckert C; Iskhakov F; Louviere J; Satchell S; Thorp S, 2018, 'Individual Capability and Effort in Retirement Benefit Choice', Journal of Risk and Insurance, 85, pp. 483 - 512, http://dx.doi.org/10.1111/jori.12162

Dobrescu LI; Fan X; Bateman H; Newell BR; Ortmann A; Thorp S, 2018, 'Retirement Savings: A Tale of Decisions and Defaults', Economic Journal, 128, pp. 1047 - 1094, http://dx.doi.org/10.1111/ecoj.12447

Agnew JR; Bateman H; Eckert C; Iskhakov F; Louviere J; Thorp S, 2018, 'First impressions matter: An experimental investigation of online financial advice', Management Science, 64, pp. 288 - 307, http://dx.doi.org/10.1287/mnsc.2016.2590

Dobrescu I; Bateman H; Deetlefs J; Ortmann A; Newell BR; Thorp S; Deetlefs A, 2018, 'Engagement with Retirement Savings: It’s a Matter of Trust', Journal of Consumer Affairs, 53, pp. 917 - 945, http://dx.doi.org/10.1111/joca.12208

Mooney A; Earl JK; Mooney CH; Bateman H, 2017, 'Using balanced time perspective to explain well-being and planning in retirement', Frontiers in Psychology, 8, pp. 1781, http://dx.doi.org/10.3389/fpsyg.2017.01781

Bateman H; Liu K, 2017, 'Pension reform: Australia and China compared', Economic and Political Studies, 5, pp. 456 - 474, http://dx.doi.org/10.1080/20954816.2017.1384620

Arnold B; Bateman H; Ferguson A; Raftery A, 2017, 'Partner-scale economies, service bundling, and auditor independence in the australian self-managed superannuation (Pension) fund industry', Auditing, 36, pp. 161 - 180, http://dx.doi.org/10.2308/ajpt-51573

Bateman H; Eckert C; Iskhakov F; Louviere J; Satchell S; Thorp S, 2017, 'Default and naive diversification heuristics in annuity choice', Australian Journal of Management, 42, pp. 32 - 57, http://dx.doi.org/10.1177/0312896215617225

Bateman H; Eckert C; Geweke J; Louviere J; Satchell S; Thorp S, 2016, 'Risk Presentation and Portfolio Choice', Review of Finance, 20, pp. 201 - 229, http://dx.doi.org/10.1093/rof/rfv001

Bateman H; Ortmann A; Newell BR; Dobrescu ; Thorp S, 2016, 'As easy as pie: How retirement savers use prescribed investment disclosures', Journal of Economic Behavior and Organization, 121, pp. 60 - 76, http://dx.doi.org/10.1016/j.jebo.2015.10.020

Bateman H; Dobrescu LI; Newell BR; Ortmann A; Thorp S, 2016, 'As easy as pie: How retirement savers use prescribed investment disclosures', Journal of Economic Behavior & Organization, 121, pp. 60 - 76, http://dx.doi.org/10.1016/j.jebo.2015.10.020

Piggott J; Bateman H; Chomik R, 2016, 'Australia’s Retirement Income Policy', Ageing in Australia: Challenges and Opportunities, http://dx.doi.org/10.1007/978-1-4939-6466-6_9

Donald S; Bateman H; Buckley R; Liu K; Nicholls R, 2016, 'Too Connected to Fail: The Regulation of Systemic Risk within Australia's Superannuation System', Journal of Financial Regulation, 2, pp. 56 - 78, http://dx.doi.org/10.1093/jfr/fjv010

Bateman H; Stevens R; Lai A, 2015, 'Risk Information and Retirement Investment Choice Mistakes Under Prospect Theory', Journal of Behavioral Finance, 16, pp. 279 - 296, http://dx.doi.org/10.1080/15427560.2015.1095749

Iskhakov F; Thorp S; Bateman H, 2015, 'Optimal Annuity Purchases for Australian Retirees', Economic Record, 91, pp. 139 - 154, http://dx.doi.org/10.1111/1475-4932.12183

Bateman H; Deetlefs J; Dobrescu LI; Newell BR; Ortmann A; Thorp S, 2014, 'Just Interested or Getting Involved? An Analysis of Superannuation Attitudes and Actions (vol 90, pg 160, 2014)', ECONOMIC RECORD, 90, pp. 564 - 564, http://dx.doi.org/10.1111/1475-4932.12164

Bateman H; Eckert C; Geweke J; Louviere J; Satchell S; Thorp S, 2014, 'Financial competence, risk presentation and retirement portfolio preferences', Journal of Pension Economics and Finance, 13, pp. 27 - 61, http://dx.doi.org/10.1017/S1474747213000188

Bateman H; Kingston G, 2014, 'Regulating Financial advice: Lessons from the United States, the United Kingdom and Canada', JASSA, 2014, pp. 7 - 13, http://search.informit.com.au/documentSummary;dn=000209093099571;res=IELAPA

Bateman H; Deetlefs J; Dobrescu LI; Newell BR; Ortmann A; Thorp S, 2014, 'Just Interested or Getting Involved? An Analysis of Superannuation Attitudes and Actions', Economic Record, 90, pp. 160 - 178, http://dx.doi.org/10.1111/1475-4932.12107

Bateman H; Agnew JR; Thorp S, 2013, 'Financial Literacy and Retirement Planning in Australia', Numeracy: Advancing Education in Quantitative Literacy, 6, http://dx.doi.org/10.5038/1936-4660.6.2.7

Bateman H, 2013, 'Restoring a level playing field for defined benefits superannuation', JASSA, 2013, pp. 36 - 41, http://search.informit.com.au/documentSummary;dn=866081692601609;res=IELAPA

Bateman H; Agnew JR; Thorp S, 2013, 'Superannuation knowledge and plan behaviour', JASSA, 2013, pp. 45 - 50, http://search.informit.com.au/documentSummary;dn=285049750322819;res=IELAPA

Bateman H; Agnew JR; Thorp S, 2013, 'Work, Money, Lifestyle: Plans of Australian Retirees', JASSA, pp. 40 - 44, http://search.informit.com.au/documentSummary;dn=285031117351561;res=IELAPA

Bateman HJ; Louviere J; Thorp S; Satchell S; Geweke J; Eckert C, 2012, 'Financial Competence and Expectations Formation: Evidence from Australia', Economic Record, 88, pp. 39 - 63, http://dx.doi.org/10.1111/j.1475-4932.2011.00766.x

Bateman H; Kingston G, 2012, 'THE FUTURE OF FINANCIAL ADVICE and MySuper', JASSA-THE FINSIA JOURNAL OF APPLIED FINANCE, pp. 49 - 53

Bateman HJ; Kingston G, 2012, 'The Future of Financial Advice and MySuper', JASSA - Journal of the Securities Institute of Australia, 2012, pp. 43 - 49, http://search.informit.com.au/documentSummary;dn=841249628104562;res=IELAPA

Bateman H; Islam T; Louviere J; Satchell S; Thorp S, 2011, 'Retirement investor risk tolerance in tranquil and crisis periods: Experimental survey evidence', Journal of Behavioral Finance, 12, pp. 201 - 218, http://dx.doi.org/10.1080/15427560.2011.620199

Bateman HJ, 2011, 'Australia's tax and transfer system under review: Evaluating Harmer and Henry', Economic and Labour Relations Review, 22, pp. 1 - 6, http://search.informit.com.au/documentSummary;dn=593548594853847;res=IELBUS

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2010, 'An Experimental Survey of Investment Decisions for Retirement Savings', Journal of Consumer Affairs, 44, pp. 463 - 481, http://onlinelibrary.wiley.com/doi/10.1111/j.1745-6606.2010.01178.x/abstract

Bateman HJ; Kingston GH, 2010, 'Tax and Super - Unfinished Business', JASSA - Journal of the Securities Institute of Australia, 2010, pp. 49 - 54, http://search.informit.com.au/documentSummary;dn=829783090189780;res=IELAPA

Bateman HJ; Kingston GH, 2010, 'The Henry Review on Super and Savings', Australian Economic Review, 43, pp. 437 - 448

Bateman HJ; Thorp SJ, 2008, 'Choices and constraints over retirement income streams: Comparing rules and regulations', The Economic Record, 84, pp. 17 - 31

Bateman HJ; Thorp SJ, 2007, 'Decentralized investment management: An analysis of non-profit pension funds', Journal of Pension Economics and Finance, 6, pp. 21 - 44, http://dx.doi.org/10.1017/S1474747206002484

Kingston GH; Bateman HJ, 2007, 'superannuation and personal income tax reform', Australian Tax Forum Journal, 22, pp. 135 - 159, http://heinonline.org/HOL/Page?public=false&handle=hein.journals/austraxrum22&page=135&collection=journals#

Bateman HJ; Thorp SJ, 2006, 'Evaluating the returns to delegated investment management: Australian accumulation funds', Journal of Investment Strategy, 1, pp. 61 - 67

Bateman HJ, 2006, 'Population Ageing: Can We Afford to Grow Old?', ACS Update, December 2006, pp. 4 - 5

Bateman HJ, 2006, 'Recent Superannuation Reforms: Choice and Flexibility in Retirement', Australian Accounting Review, 16, pp. 2 - 6

Bateman HJ, 2006, 'Saving the Future: Can the Under 40s Afford to Grow Old?', Finsia, 2, pp. 22 - 23, https://www.finsia.com/docs/default-source/jassa-new/jassa-2006/2_2006_saving_future.pdf?sfvrsn=6

Bateman HJ, 2005, 'Alternative Responses to Population Ageing: Introduction', Economic and Labour Relations Review, 15, pp. 212 - 216, http://search.informit.com.au/documentSummary;dn=463943332971942;res=IELAPA

Bateman H, 2005, 'Retirement Incomes for an Ageing Australia', The Economic and Labour Relations Review, 15, pp. 284 - 308, http://dx.doi.org/10.1177/103530460501500208

Bateman H, 2005, 'Symposium Introduction', The Economic and Labour Relations Review, 15, pp. 212 - 216, http://dx.doi.org/10.1177/103530460501500204

Bateman HJ; Mitchell O, 2004, 'New Evidence on pension plan design and administrative expenses: the Australian experience', Journal of Pension Economics and Finance, 3, pp. 63 - 76

Bateman H, 2003, 'Regulation of Australian superannuation', Australian Economic Review, 36, pp. 118 - 127, http://dx.doi.org/10.1111/1467-8462.00272

Bateman H, 2002, 'Retirement Income Strategy in Australia', Economic Analysis and Policy, 32, pp. 49 - 70, http://dx.doi.org/10.1016/S0313-5926(02)50006-0

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