Hazel Bateman

University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation

High Street

Sydney, NSW 2052

Australia

SCHOLARLY PAPERS

33

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CITATIONS
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18

Scholarly Papers (33)

1.

Retirement Investor Risk Tolerance in Tranquil and Crisis Periods: Experimental Survey Evidence

UNSW Australian School of Business Research Paper No. 2010ACTL10
Number of pages: 59 Posted: 25 Aug 2010 Last Revised: 12 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics, University of Guelph - Department of Marketing and Consumer Studies and University of Sydney Business School
Downloads 172 (133,112)
Citation 5

Abstract:

risk preferences, investment decisions, financial crisis

2.

Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice

UNSW Australian School of Business Research Paper No. 2013ACTL21
Number of pages: 38 Posted: 20 Dec 2013 Last Revised: 15 Sep 2014
College of William and Mary - Mason School of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice and University of Sydney Business School
Downloads 150 (93,672)

Abstract:

Individual judgement, Trust formation, Experimental investigation, Online, Financial advice

3.

Financial Competence, Risk Presentation and Retirement Portfolio Preferences

UNSW Australian School of Business Research Paper No. 2011ACTL03
Number of pages: 50 Posted: 08 Mar 2011 Last Revised: 12 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 138 (155,452)
Citation 1

Abstract:

discrete choice, risk preference, numeracy skills, financial literacy

4.

Investment Risk Framing and Individual Preference Consistency

UNSW Australian School of Business Research Paper No. 2010ACTL08
Number of pages: 39 Posted: 27 Aug 2010 Last Revised: 12 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 119 (186,936)

Abstract:

investment risk, household finance, framing, retirement savings

Just Interested or Getting Involved? An Analysis of Superannuation Attitudes and Actions

UNSW Australian School of Business Research Paper No. 2013ACTL19
Number of pages: 39 Posted: 17 Oct 2013 Last Revised: 23 Oct 2013
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, UNSW Australia Business School, School of Marketing, University of New South Wales, School of Economics, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
Downloads 116 (201,135)
Citation 1

Abstract:

active decisions, defaults, defined benefit, defined contributions, pensions

Just Interested or Getting Involved? An Analysis of Superannuation Attitudes and Actions

Economic Record, Vol. 90, Issue 289, pp. 160-178, 2014
Number of pages: 19 Posted: 03 Jun 2014
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, UNSW Australia Business School, School of Marketing, University of New South Wales, School of Economics, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
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Citation 1
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Abstract:

6.

The Size, Cost and Asset Allocation of Australian Self-Managed Superannuation Funds

CIFR Paper No. 033/2014
Number of pages: 31 Posted: 10 Jul 2014
University of Technology Sydney (UTS) - Faculty of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology, Sydney - Discipline of Accounting and Deakin Business School
Downloads 115 (128,130)

Abstract:

self-managed superannuation funds, pension funds, asset allocation, SMSF costs

7.

Retirement Savings: A Tale of Decisions and Defaults

Number of pages: 47 Posted: 24 Aug 2014 Last Revised: 17 Jan 2016
University of New South Wales, School of Economics, University of New South Wales (UNSW), University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
Downloads 112 (139,341)

Abstract:

pension defaults, retirement savings, method of moments

8.

An Experimental Survey of Investment Decisions for Retirement Savings

UNSW Australian School of Business Research Paper No. 2010ACTL09
Number of pages: 41 Posted: 26 Aug 2010 Last Revised: 18 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Sydney Business School, University of South Australia - Institute for Choice, University of Guelph - Department of Marketing and Consumer Studies and University of Cambridge - Faculty of Economics and Politics
Downloads 110 (201,599)
Citation 1

Abstract:

Investment choice, retirement savings, investment risk

Financial Competence and Expectations Formation: Evidence from Australia

UNSW Australian School of Business Research Paper No. 2011ACTL07
Number of pages: 48 Posted: 17 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 91 (238,969)
Citation 3

Abstract:

retirement savings, financial literacy, uncertainty

Financial Competence and Expectations Formation: Evidence from Australia

Economic Record, Vol. 88, Issue 280, pp. 39-63, 2012
Number of pages: 25 Posted: 24 Feb 2012
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Sydney Business School and University of Cambridge - Faculty of Economics and Politics
Downloads 1 (575,366)
Citation 3
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Abstract:

Financial Competence and Expectations Formation: Evidence from Australia

Posted: 20 Apr 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School

Abstract:

retirement savings, financial literacy, uncertainty

Financial Competence and Expectations Formation: Evidence from Australia

Posted: 24 May 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School

Abstract:

discrete choice, retirement savings, investment risk, household finance, financial literacy

10.

Economic Rationality, Risk Presentation, and Retirement Portfolio Choice

UNSW Australian School of Business Research Paper No. 2011ACTL02
Number of pages: 38 Posted: 19 Sep 2011
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology, Sydney - Centre for the Study of Choice, University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics, University of Sydney Business School and University of Technology Sydney - Economics Discipline Group
Downloads 88 (227,464)
Citation 2

Abstract:

discrete choice, context and framing effects, retirement savings, investment risk, household finance, financial literacy

11.

Financial Literacy and Retirement Planning in Australian

UNSW Australian School of Business Research Paper No. 2012ACTL16
Number of pages: 23 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of Sydney Business School
Downloads 87 (81,057)

Abstract:

financial literacy, retirement planning

12.

Pension Reform in China: Racing Against the Demographic Clock

UNSW Australian School of Business Research Paper No. 2013ACTL22
Number of pages: 23 Posted: 18 Jan 2014 Last Revised: 25 Nov 2014
Hazel Bateman and Kevin Liu
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and School of Risk and Actuarial Studies, UNSW Business School | University of New South Wales, Australia
Downloads 81 (186,936)

Abstract:

China; pension reform; social welfare; demographic transition; population ageing

13.

Work, Money, Lifestyle: Plans of Australian Retirees

UNSW Australian School of Business Research Paper No. 2012ACTL15
Number of pages: 13 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of Sydney Business School
Downloads 73 (225,885)

Abstract:

Australian retirees

14.

Risk Information and Retirement Investment Choices Under Prospect Theory

UNSW Australian School of Business Research Paper No. 2012ACTL19
Number of pages: 48 Posted: 05 Mar 2013
Hazel Bateman, Andy Lai and Ralph Stevens
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales (UNSW) - School of Actuarial Studies and University of New South Wales (UNSW) - School of Actuarial Studies
Downloads 67 (260,991)

Abstract:

Discrete choice, investment risk, Prospect theory

15.

As Easy as Pie: How Retirement Savers Use Prescribed Investment Disclosures

UNSW Australian School of Business Research Paper No. 2013ECON02
Number of pages: 40 Posted: 05 Mar 2013
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales, School of Economics, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
Downloads 66 (251,352)

Abstract:

consumer finance, diversification heuristics, pensions, choice experiment

16.

Too Much Risk to Insure? The Australian (Non-) Market for Annuities

Pension Research Council Working Paper No. 2010-18
Number of pages: 40 Posted: 11 Nov 2010
Hazel Bateman and John Piggott
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 63 (232,255)
Citation 1

Abstract:

Retirement, Income, Australia, Annuities, Pension, Longevity, Superannuation, Insurance, Retirees, Assets, Accumulation

17.

The Implications of Complexity for Systemic Risk in the Superannuation System

UNSW Australian School of Business Research Paper No. 2014ACTL02
Number of pages: 18 Posted: 26 Feb 2014
UNSW Law, University of Technology Sydney (UTS) - Faculty of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales (UNSW) - Faculty of Law and School of Risk and Actuarial Studies, UNSW Business School | University of New South Wales, Australia
Downloads 59 (230,658)

Abstract:

superannuation industry, pension funds, regulation, systemic risk

18.

Superannuation Knowledge and Plan Behaviour

UNSW Australian School of Business Research Paper No. 2012ACTL14
Number of pages: 15 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of Sydney Business School
Downloads 54 (242,304)

Abstract:

Superannuation, Plan Behaviour

Optimal Annuity Purchases for Australian Retirees

UNSW Australia Business School Research Paper No. 2014ACTL06
Number of pages: 28 Posted: 03 Sep 2014
Fedor Iskhakov, Susan Thorp and Hazel Bateman
University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of Sydney Business School and University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
Downloads 52 (327,734)

Abstract:

life cycle, household finance, longevity risk

Optimal Annuity Purchases for Australian Retirees

Economic Record, Vol. 91, Issue 293, pp. 139-154, 2015
Number of pages: 16 Posted: 05 Jun 2015
Fedor Iskhakov, Susan Thorp and Hazel Bateman
University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of Sydney Business School and University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
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20.

Default and Naïve Diversification Heuristics in Annuity Choice

UNSW Business School Research Paper No. 2015ACTL09
Number of pages: 40 Posted: 17 Mar 2014 Last Revised: 18 Mar 2015
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 52 (275,596)

Abstract:

choice heuristics, credence goods, retirement benefits, annuity demand

Family, Friends and Framing: A Cross-Country Study of Subjective Survival Expectations

De Nederlandsche Bank Working Paper No. 491
Number of pages: 40 Posted: 04 Jan 2016
Federica Teppa, Susan Thorp and Hazel Bateman
De Nederlandsche Bank, University of Sydney Business School and University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
Downloads 24 (438,480)

Abstract:

Longevity Risk, Framing effect, Survey Data, Hypothetical Choices

Family, Friends and Framing: A Cross-Country Study of Subjective Survival Expectations

UNSW Business School Research Paper No. 2015ACTL19
Number of pages: 36 Posted: 31 Oct 2015 Last Revised: 02 Nov 2015
Federica Teppa, Susan Thorp and Hazel Bateman
De Nederlandsche Bank, University of Sydney Business School and University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
Downloads 20 (461,335)

Abstract:

Longevity Risk, Framing efect, Survey Data, Hypothetical Choices

Family, Friends and Framing: A Cross-Country Study of Subjective Survival Expectations

Netspar Discussion Paper No. 10/2015-076
Number of pages: 36 Posted: 19 Mar 2016
Federica Teppa, Susan Thorp and Hazel Bateman
De Nederlandsche Bank, University of Sydney Business School and University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
Downloads 6 (540,602)

Abstract:

Longevity Risk, Framing effect, Survey Data, Hypothetical Choices

22.

Individual Capability and Effort in Retirement Benefit Choice

UNSW Australia Business School Research Paper No. 2014ACTL07
Number of pages: 38 Posted: 11 Sep 2014
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 50 (260,991)

Abstract:

Choices and Constraints Over Retirement Income Streams: Comparing Rules and Regulations

Quantitative Finance Research Centre, University of Technology, Sydney Research Paper No. 200
Number of pages: 39 Posted: 18 Mar 2008
Hazel Bateman and Susan Thorp
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of Sydney Business School
Downloads 45 (349,824)
Citation 1

Abstract:

Choices and Constraints Over Retirement Income Streams: Comparing Rules and Regulations

Economic Record, Vol. 84, Issue s1, pp. S17-S31, September 2008
Number of pages: 15 Posted: 01 Sep 2008
Hazel Bateman and Susan Thorp
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of Sydney Business School
Downloads 3 (556,346)
Citation 1
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Abstract:

24.

Suspicious Minds (can be a good thing when saving for retirement)

UNSW Business School Research Paper No. 2015-06A
Number of pages: 50 Posted: 09 Mar 2015 Last Revised: 10 Sep 2015
UNSW Australia Business School, School of Marketing, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales, School of Economics, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
Downloads 43 (286,835)

Abstract:

pension defaults, trust, engagement, retirement savings

25.

Disengagement: A Partial Solution to the Annuity Puzzle

UNSW Australian School of Business Research Paper No. 2013ACTL10
Number of pages: 38 Posted: 04 Apr 2013
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology Sydney (UTS) - School of Marketing, University of Technology Sydney - Economics Discipline Group, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice, University of Cambridge - Faculty of Economics and Politics and University of Sydney Business School
Downloads 43 (306,285)
Citation 1

Abstract:

discrete choice, retirement incomes, household nance, annuities, financial literacy

26.

Civil Services and Military Retirement Income Provision in Australia

UNSW Australian School of Business Research Paper No. 2011 AIPAR 02
Number of pages: 33 Posted: 01 Aug 2011
Hazel Bateman and John Piggott
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 33 (331,574)
Citation 1

Abstract:

civil service pension, legacy cost, superannuation

27.

Restoring a Level Playing Field for Defined Benefits Superannuation

CIFR Paper No. 004/2014
Number of pages: 8 Posted: 29 May 2014
Hazel Bateman and Geoffrey Kingston
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and Macquarie University
Downloads 32 (356,484)

Abstract:

28.

Understanding Assurance in the Australian Self-Managed Superannuation Fund Industry

CIFR Paper No. 001/2014
Number of pages: 38 Posted: 29 May 2014
University of Technology Sydney (UTS) - Faculty of Business, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Technology, Sydney - Discipline of Accounting and Deakin Business School
Downloads 28 (303,676)

Abstract:

pension funds, audit fees, industry specialisation, professional affiliations, auditor independence, non-audit services

29.

Regulation of Australian Superannuation

Australian Economic Review, Vol. 36, No. 1, pp. 118-127, 2003
Number of pages: 10 Posted: 17 Aug 2003
Hazel Bateman
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation
Downloads 21 (440,955)
Citation 1
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30.

Pension Fund Efficiency: An International Comparison of Australian Performance

UNSW Business School Research Paper No. 2015ACTL16
Number of pages: 44 Posted: 22 Aug 2015
Hazel Bateman and Nicholas Morris
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of New South Wales (UNSW) - Faculty of Law
Downloads 12 (205,575)

Abstract:

Pension fund, pension fund efficiency, pension fund performance, superannuation fund

31.

Australian Social Policy 1999 – Issue 1

Australian Government, 1999
Number of pages: 308 Posted: 24 Dec 2010
London School of Economics, University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of Melbourne - Department of Economics, Government of the Commonwealth of Australia - Economic and Financial Policy Division, Harvard University - Harvard Kennedy School (HKS), Australian National University (ANU) - School of Social Sciences, Boston College - Department of Economics, Flinders University, Government of the Commonwealth of Australia - Family Relationship Branch, University of Tasmania, Government of the Commonwealth of Australia - Department of Family, Housing, Community Services and Indigenous Affairs (FaHCSIA), Government of the Commonwealth of Australia - Strategic Policy and Analysis Branch and Government of the Commonwealth of Australia - Department of Disability
Downloads 7 (507,640)

Abstract:

32.

Optimal Portfolio Choice with Health-Contingent Income Products: The Value of Life Care Annuities

ARC Centre of Excellence in Population Aging Research Working Paper 2016/17
Number of pages: 41 Posted: 03 Aug 2016
Shang Wu, Hazel Bateman and Ralph Stevens
University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation and University of New South Wales (UNSW) - School of Actuarial Studies
Downloads 0 (406,217)

Abstract:

Life-cycle portfolio choice, Long-term care insurance, Retirement, Household finance.

33.

Flicking the Switch: How Fee and Return Disclosures Drive Retirement Plan Choice

Number of pages: 76 Posted: 24 May 2016
University of New South Wales (UNSW) - School of Actuarial Studies, Centre for Pensions and Superannuation, University of New South Wales, School of Economics, University of New South Wales (UNSW), UNSW Australia Business School, School of Economics and University of Sydney Business School
Downloads 0 (340,449)

Abstract:

fees, returns, prescribes information, financial product disclosures