By Professor Hazel Bateman

Journal articles

Bateman H; Ablett J, 2000, 'Compulsory superannuation and Australian generational accounts', Economic Analysis and Policy, 30, pp. 33 - 48, http://dx.doi.org/10.1016/S0313-5926(00)50003-4

Bateman H; Piggott J, 1999, 'Mandating Retirement Provision: The Australian Experience', Geneva Papers on Risk and Insurance Issues and Practice, 24, pp. 95 - 113, http://dx.doi.org/10.1111/1468-0440.00007

Bateman HJ, 1999, 'Perspectives on Australian retirement Income policy', Australian Social Policy, 1, pp. 31 - 59

Bateman H; Piggott J, 1998, 'Mandatory Retirement Saving in Australia', Annals of Public and Cooperative Economics, 69, pp. 547 - 569, http://dx.doi.org/10.1111/1467-8292.00094

Bateman H, 1997, 'Risk management issues for mandatory private retirement provision: Roles for options', Australian Journal of Management, 22, pp. 175 - 197, http://dx.doi.org/10.1177/031289629702200203

Bateman H; Piggott J, 1997, 'Private Pensions in OECD Countries - Australia', , http://dx.doi.org/10.1787/774368522640

BATEMAN H; KINGSTON G; PIGGOTT J, 1993, 'Taxes, Retirement Transfers, and Annuities', Economic Record, 69, pp. 274 - 284, http://dx.doi.org/10.1111/j.1475-4932.1993.tb02107.x

Bateman H; Piggott , 1992, 'Australian Retirement Income Policy', Australian Tax Forum

Conference Papers

Bateman H; Hartmann M; Orani R, 2014, 'Does Business Model Reconfiguration Lead to Better Performance in Incumbents?An Empirical Analysis', in Academy of Management Annual Meeting Proceedings 2014(1):12838, Philadelpha, PA, presented at Academy of Management Annual Meeting, Philadelpha, PA, 01 August 2014 - 05 August 2014, http://dx.doi.org/10.5465/AMBPP.2014.12838abstract

Kudrna GJ; Bateman H, 2014, 'Assessing Private Pension Tax Regimes: An Australian Perspective', Sydney, presented at CEPAR CESifo workshop on Pension Taxation, Population Ageing and Globalization, Sydney, -

Bateman H; Hartmann M; Orani R, 2013, 'Exploring the Antecedents to Business Model Innovation: An Empirical Analysis of Pension Funds', in Academy of Management Annual Meeting Proceedings 2013(1): 10986, Academy of Management, Orlando, Florida, presented at 2013 Academy of Management Conference, Orlando, Florida, 09 August 2013 - 13 August 2013, http://dx.doi.org/10.5465/AMBPP.2013.10986abstract

Bateman HJ, 1999, 'The Role of Specialised Financial Institutions in Pension Fund Administration', in Policy Issues in Pension Reform, Chile, presented at Policy Issues in Pension Reform, Chile

Bateman HJ, 1998, 'A Framework for Pension Reform in the APEC Economies', in Asian Development Bank (ed.), APEC Regional Forum on Pension Reform, Cucun, pp. 85 - 105, presented at APEC Regional Forum on Pension Reform, Cucun, 04 February 1998 - 06 February 1998

Bateman HJ, 1998, 'The Relative Roles of the Private and Public Sectors in Pension Funds Management', in Asian Development Bank (ed.), APEC Regional Forum on Pension Reform, Cucun, pp. 1 - 42, presented at APEC Regional Forum on Pension Reform, Cucun, 04 February 1998 - 06 February 1998

Piggott J; Bateman H, 1993, 'Australia’s Mandated Private Retirement Income Scheme – An Economic Perspective', conomic Planning Advisory Council (EPAC), Australian Government Printing Service, Canberra, presented at Economic Planning Advisory Council, Canberra

Conference Presentations

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2011, 'Retirement investor risk tolerance when risk is range: experimental evidence from tranquil and crisis periods', presented at 19th Australian Colloquium of Superannuation Researchers, UNSW, Sydney, 14 July 2011 - 15 July 2011

Bateman HJ, 2009, 'Retirement income provision in Australia - lessons from a mature system', presented at Chins-Australia Governance Program Conference: Old-Age Insurance for Migrant Workers, Beijing, 15 September 2009 - 16 September 2009

Bateman HJ, 2009, 'Retirement income provision in Australia in the wake of the global financial crisis', presented at Protecting Pension Rights in the Economic Crisis, Leuven, Belgium, 18 June 2009 - 19 June 2009

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2009, 'An Experimental Survey of Investment Decisions for Retirement Savings', presented at Improving Financial Literacy and Reshaping Financial Behavior, Indianapolis, 14 May 2009 - 15 May 2009

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2009, 'An Experimental Survey of Investment Decisions for Retirement Savings', presented at Midwest Finance Association Annual Meetings, Chicago, 04 March 2009 - 07 March 2009

Bateman HJ, 2006, 'Old Age Income Protection in Australia', presented at Aging Population and Pension Reform, Seoul, South Korea, 18 December 2006 - 19 December 2006

Reports

Chomik R; Yan S; Bateman H; Anstey K, 2022, CEPAR Research Brief: Financial Decision Making for and in Old Age, http://dx.doi.org/10.26190/unsworks/28458, https://cepar.edu.au/sites/default/files/CEPAR-Financial-Decision-Making-Brief.pdf

Bateman H; Campo R; Constable D; Dobrescu I; Goodwin A; Liu J; Newell BR; Thorp S, 2020, 20K now or 50K later? What's driving people's decision to withdraw their super?, http://dx.doi.org/10.26190/unsworks/27793, https://www.cepar.edu.au/publications/reports-government-submissions/20k-now-or-50k-later-cepar-industry-report

Kudrna G; Chomik R; Bateman H; Piggott J; Keane M; Sherris M; De Cure M; Woodland A, 2020, CEPAR Submission to the Retirement Income Review

Bateman H; Brownlow J; Culbert B; Chu C; Eckert C; Fu B; Thorp S, 2019, New residential mortgages and superannuation engagement, http://dx.doi.org/10.26190/unsworks/27789, https://www.cepar.edu.au/publications/reports-government-submissions/new-residential-mortgages-and-superannuation-engagement

Smyrnis G; Bateman H; Thorp S, 2019, The impact of projections on superannuation contributions, investment choices and engagement, CEPAR Industry Paper 2019/1, http://dx.doi.org/10.26190/unsworks/27791, https://www.cepar.edu.au/publications/reports-government-submissions/impact-projections-superannuation-contributions-investment-choices-and-engagement

Chomik R; Bateman H; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part 1 - Overview, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part1.pdf

Chomik R; Bateman H; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part II - Public Support, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part2.pdf

Chomik R; Bateman H; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part III - Private Resources, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part3.pdf

Bateman H; Teppa F, 2018, Regulation of information provision for pension choices: Australia and the Netherlands compared, DP 04/2018-026, https://www.netspar.nl/en/publication/regulation-of-information-provision-for-pension-choices-australia-and-the-netherlands-compared/

Bateman H; Eckert C; Louviere J; Thorp S, 2016, Developing new financial literacy measures to better link financial capability to outcomes

Bateman HJ, 2008, South African Old Age Policy: Lessons from Australia

Bateman HJ, 2004, Evaluation of World Bank Assistance on Pension Reform, Independent Evaluation Group, The World Bank, Washington

Theses / Dissertations

Bateman HJ, 1997, Three essays on the economics of mandatory private retitrement savings

Working Papers

Chen S; Chen S; Si Y; Hanewald K; Bateman H; Li B; Xu X; Samtani S; Wu C; Brodaty H, 2023, Aggregate social factors, genetic predispositions, and lifestyle with risk of dementia: A long-term cohort study, http://dx.doi.org

Bateman H; Eberhardt I, 2020, Follow the Rating: How Mandatory Information Disclosure Affect Retirement Income Product Choices, CEPAR Working Paper 2020/24, http://dx.doi.org10.26190/unsworks/27796, https://www.cepar.edu.au/publications/working-papers/following-rating-how-mandatory-information-disclosure-affect-retirement-income-product-choices

Wu S; Bateman H; Stevens R; Thorp S, 2020, Flexible insurance for informal long term care: An experimental study of demand, http://dx.doi.org10.26190/unsworks/27790, https://www.cepar.edu.au/publications/working-papers/flexible-insurance-informal-long-term-care-experimental-study-demand-revised

Earl J; Bateman H; Hunter M, 2019, Applying psychological models to explain responses to downsizing, CEPAR Working Paper 2019/9, http://dx.doi.org10.26190/unsworks/27800, https://www.cepar.edu.au/publications/working-papers/applying-psychological-models-explain-responses-downsizing

Bateman H, 2019, Motivated Saving: The Impact of Projections on Retirement Saving Intentions, CEPAR Working Paper 2019/8, http://dx.doi.org10.26190/unsworks/27802, https://www.cepar.edu.au/publications/working-papers/motivated-saving-impact-projections-retirement-saving-intentions-0

Hanewald K; Bateman H; Fang H; Wu S, 2018, Is There a Demand for Reverse Mortgages in China? Evidence from Two Online Surveys, Elsevier, 2018/22, http://dx.doi.org10.1016/j.jebo.2019.10.023, https://www.cepar.edu.au/publications/working-papers

Bateman H; Alonso Garcia J; Stevens R; Bonekamp J; van Soest A, 2018, Saving preferences after retirement, SSRN, https://ssrn.com/abstract=3184043, http://dx.doi.org10.1016/j.jebo.2022.04.005, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3184043

Bateman H; Alonso Garcia J; Bonekamp J; Stevens R, 2018, Retirement Drawdown Defaults: The Role of Implied Endorsement, Elsevier, http://dx.doi.org10.2139/ssrn.3154907, https://ssrn.com/abstract=3154907

Bateman H; Eckert C; Iskhakov F; Louviere J; Agnew J; Thorp S, 2018, Learning and Confirmation Bias: Measuring the Impact of First Impressions and Ambiguous Signals, Elsevier, http://dx.doi.org10.2139/ssrn.3228082, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3228082

Bateman H; Stevens R; Wu S, 2016, Optimal Portfolio Choice with Health-Contingent Income Products: The Value of Life Care Annuities, Elsevier, http://dx.doi.org10.2139/ssrn.2817208, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2817208

Bateman H; Teppa F; Thorp S, 2016, Family, Friends and Framing: A cross country study of subjective survival expectations, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=085025117117095001096097016005091025052087072045017035073086027100021125067111096099054034100045112022004072110031094095066114112013012044019070116107102126090081006095033062001070086113103077086082112083064100122127122099104125027029105070125024064106&EXT=pdf

Bateman H; Dobrescu I; Newell B; Ortmann A; Thorp S, 2016, Flicking the Switch: How Prescribed Disclosures Drive Retirement Plan Choice, http://dx.doi.org, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2783113

Bateman H; Morris N, 2015, Pension fund efficiency - an international comparison of Australia's performance, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=216101117006075027116081089065024110098038084081067053124012099078091125068124000124122053005059029127010083025127093081083118062000046006093019094079003075082106007020064004067070108027001022121022026080116013014019073000095080007105013019104020123&EXT=pdf

Bateman H; Arnold B; Ferguson A; Raftery A, 2014, The size, cost and asset allocation of Australian self managed superannuation funds, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=302090085025003076079106012119030074002025091068053033075118065105123000122096028109058055107125012039009107027125106107102015055046044039085011125116114013113072019077050036022071021002117112087101088016106067122099121065079107107088084095095097100025&EXT=pdf

Donald MS; Arnold BR; Bateman H; Buckley RP; Liu K, 2014, The Implications of Complexity for Systemic Risk in the Superannuation System, Elsevier, http://dx.doi.org10.2139/ssrn.2400817

Bateman H; Liu K, 2013, Pension reform in China: Racing against the demographic clock, http://dx.doi.org

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