|
|
|
Australian School of Business > Schools
|
|
Hazel Bateman
BEc (Hons), University of Queensland
PhD, UNSW
Associate Head of School
Director, Pension Fund Programs
Director, Centre for Pensions and Superannuation
Ethics Officer
Hazel has research interests in the areas of public and private provision for retirement. Current research interests include superannuation choices, individual decision making and superannuation literacy, retirement income adequacy and policy design, retirement benefits and the governance, regulation and performance of superannuation and pension funds.
Hazel has been a consultant on retirement income issues to a range of Australian and international organisations including the OECD, the World Bank, the Social Insurance Administration (China), APEC, CEDA and the CPA. Hazel is currently Director of the Centre for Pensions and Superannuation.
Publications
Refereed journal articles
- Bateman, H., J. Louviere, S. Thorp, T. Islam and S. Satchell (2011), 'Retirement Investor Risk Tolerance in Tranquil and Crisis Periods: Experimental Survey Evidence', Journal of Behavioral Finance, forthcoming
- Bateman, H., J. Louviere, S. Thorp, T. Islam and S. Satchell (2010), 'An Experimental Survey of Investment Decisions for Retirement Savings', Journal of Consumer Affairs, Vol 44 (3): 463-81
- Bateman H and G Kingston (2010), 'The Henry Review on Super and Savings', Australian Economic Review, Vol. 43 (4): 437-48
- Bateman H and G Kingston (2010), 'Tax and Super - Unfinished Business', JASSA, Issue 4: 49-54
- Bateman H and S Thorp (2008), 'Choices and Constraints over Retirement Income Streams: Comparing Rules and Regulations', The Economic Record, 84: S17-S31
- Bateman H and S Thorp (2007), 'Decentralized Investment Management: An Analysis of Non-Profit Pension Funds', Journal of Pension Economics and Finance, March 2007: 21-44
- Bateman H and G Kingston (2007), 'Superannuation and Personal Income Tax Reform', Australian Tax Forum, Vol 22 (3): 137-163
- Bateman H and S Thorp (2006), 'Evaluating the returns to delegated investment management: Australian accumulation funds', Journal of Investment Strategy, Vol 1(2)
- Bateman H (2006), 'Saving the Future: Can the Under 40s Afford to Grow Old?', JASSA, Issue 2, Winter 2006: 22-23
- Bateman H (2006), 'Recent Superannuation Reforms: Choice and Flexibility in Retirement', Australian Accounting Review, Vol 16(3): 2-6
Books
- Bateman H (2007), Retirement Provision in Scary Markets, Edward Elgar Publishing, UK
Chapters in books
- Bateman H (2011), 'Retirement income provision in Australia in the wake of the global financial crisis', in Y Stevens (ed), Protecting Pension Rights in times of Economic Turmoil, Intersentia: 63-92
- Bateman H and J Piggott (2011), 'Too Much Risk to Insure? The Australian (non-) Market for Annuities', in O S Mitchell, J Piggott, N Takayama (eds), Securing Lifelong Retirement Income: Global Annuity Markets and Policy, Oxford University Press: 139-176
- Bateman H (2010), 'Retirement income provision in Australia', in Pension Insurance for Migrant Workers Research Report, Ministry of Human Resources and Social Services: 400-22. (in Chinese)
- Bateman H and J Piggott (2009), 'Labour force participation of older workers in Australia and Japan: a tale of two pension systems', in Corbett, Daly, Matsushige and Taylor (eds), Laggards and Leaders in Labour Market Reform: Comparing Japan and Australia, Routledge, UK: 157-179
- Bateman H and R J Hill (2008), 'Benchmarking the Performance of Mutual Funds', in J Evans, M Orszag and J Piggott (eds), Pension Fund Governance: A Global Perspective on Financial Regulation, Edward Elgar Publishing, UK: 158-175
- Bateman H (2007), 'Retirement Provision in Scary Markets – An Introduction', in Bateman H (ed), Retirement Provision in Scary Markets, Edward Elgar Publishing, UK
- Thorp S, G Kingston and H Bateman (2007), 'Financial Engineering for Australian Annuitants', in Bateman H (ed), Retirement Provision in Scary Markets, Edward Elgar Publishing, UK
- Bateman H (2007), 'Old Age Income Protection in Australia', in Suk-Myung Yun (ed), Ageing Populations and Pension Reform, Korea Institute for Health and Social Affairs, Seoul
Other
- Bateman H and A Ganegoda (2008), 'Australia's Disappearing Market for Life Annuities', CPS Discussion Paper 2008-1
Bateman H (2008), 'Lost Superannuation Accounts in Australia', CPS Discussion Paper 2008-3
- Bateman H (2006), Saving the Future: Can the under 40s afford to grow old, Finsia, Saving the Future Summit, July 2006
- Bateman H (2006), Increased Labour Market Uncertainty and the Adequacy of the Superannuation Guarantee, Local Government Superannuation Scheme, June 2006
- Bateman H (2006), 'Can We Afford to Grow Old?, UNSWorld November 2006
- Bateman H (2006), 'Population Ageing: Can We Afford to Grow Old?', ACS Update, Issue 18, December 2006/January 2007: 4-5
Research interests
- Pension economics and finance
- Retirement saving choices and decision making
- Taxation and regulation of superannuation
Research grants
- 2011-2013: ARC Linkage Grant (with Unisuper), Reconnecting and Engaging Superannuation Fund Members (Joint Chief Investigator with A Ortmann, S Thorp, B Newell, I Dobrescu, N Wilcox, G Harrison), $247,711 over 3 years
- 2011-2012: ARC Linkage Grant (with Institute for Public Policy, Zhejiang Province), Developing sustainable retirement policy in a Chinese province: the case of Zhejiang, (Joint Chief Investigator with J Piggott, M Sherris and Xian-guo Yao), $137,320 over 2 years
- 2010-2014: ARC Discovery Grant, The paradox of choice: Unravelling complex superannuation decisions (Joint Chief Investigator with J Louviere, S Thorp, C Eckert, T Islam, S Satchell, J Geweke), $960,000 over 5 years
- 2008-2010: ARC Discovery Grant, Security in retirement: Forecasting and managing macroeconomic and investment risks (Joint Chief Investigator with G Kingston, L Fisher, S Thorp, K Clements), $328,226 over 3 years
- 2006-2008: ARC Discovery Grant, The Theory and Measurement of Stock Market Indexes, (Joint Chief Investigator with R Hill), $210,000 over 3 years
|
|
|
|
|
|
|
|
|
|
|---|
- ECON3114 and ACTL3005 Super and Retirement Benefits
| - ECON5114 and ACTL5002 Super and Retirement Benefits
|
|
|
|
|
|