Select Publications

Journal articles

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; Dobrescu LI; Newell BR; Ortmann A; 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; 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

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, 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; 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; 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; 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 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 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, 2011, 'Retirement investor risk tolerance in tranquil and crisis periods', Journal of Behavioral Finance, 12, pp. 201208

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 HJ, 2005, 'Retirement incomes for an ageing Australia', Economic and Labour Relations Review, 15, pp. 284 - 308

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 HJ, 2003, 'Regulation of Australian superannuation', Australian Economic Review, 36, pp. 118 - 127

Bateman HJ, 2002, 'Retirement income strategy in Australia', Economic Analysis and Policy, 32, pp. 49 - 70

Bateman HJ; Ablett JR, 2000, 'Compulory Superannuation and Australian Generational Accounts: Some preliminary results', Economic Analysis and Policy, pp. 33 - 48

Bateman HJ; Piggott JR, 1999, 'Mandating Retirement Provision: The Australian Experience', Geneva Papers on Risk and Insurance Theory, pp. 95 - 113

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

Bateman HJ; Piggott JR, 1998, 'Mandatory Retirement Saving in Australia', Annals of Public and Cooperative Economics, pp. 547 - 569

Bateman HJ, 1997, 'Risk management issues for mandatory private retirement provision: roles for options', Australian Journal of Management, pp. 175 - 198

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


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