By Professor Hazel Bateman

Journal articles

Si Y; Meng Y; Chen X; An R; Mao L; Li B; Bateman H; Zhang H; Fan H; Zu J; Gong S; Zhou Z; Miao Y; Fan X; Chen G, 2025, 'Quality safety and disparity of an AI chatbot in managing chronic diseases: simulated patient experiments', Npj Digital Medicine, 8, http://dx.doi.org/10.1038/s41746-025-01956-w

Newell BR; Bateman H; Dobrescu L; Embrey J; Nian R; Thorp S, 2025, 'Undefined benefit: Projections and anchors as guides to retirement decumulation', Journal of Behavioral and Experimental Finance, 48, http://dx.doi.org/10.1016/j.jbef.2025.101113

Wan C; Bateman H; Hanewald K, 2025, 'Demand for life annuities, critical illness insurance, and long-term care insurance', Journal of Risk and Insurance, 92, pp. 740 - 764, http://dx.doi.org/10.1111/jori.70005

Hanewald K; Bateman H; Fang H; Ho TL, 2025, 'Housing wealth and long-term care insurance demand: Survey evidence', Journal of Risk and Insurance, 92, pp. 692 - 718, http://dx.doi.org/10.1111/jori.70006

Chung S; Agnew J; Bateman H; Eckert C; Liu J; Thorp S, 2024, 'The impact of mortgage broker use on borrower confusion and preferences', Journal of Economic Behavior and Organization, 224, pp. 229 - 247, http://dx.doi.org/10.1016/j.jebo.2024.05.016

Chen S; Chen S; Hanewald K; Si Y; Bateman H; Li B; Xu X; Samtani S; Wu C; Brodaty H, 2024, 'Social Environment, Lifestyle, and Genetic Predisposition With Dementia Risk: A Long-Term Longitudinal Study Among Older Adults', Journals of Gerontology Series A Biological Sciences and Medical Sciences, 79, http://dx.doi.org/10.1093/gerona/glae128

Chen S; Si Y; Hanewald K; Li B; Wu C; Xu X; Bateman H, 2023, 'Association between multimorbidity and informal long-term care use in China: a nationwide cohort study', BMC Geriatrics, 23, pp. 700, http://dx.doi.org/10.1186/s12877-023-04371-6

Bateman H; Gerrans P; Thorp S; Zeng Y, 2023, 'Explaining consumers' progress through life insurance decision states: The role of personal values and consumer characteristics', Journal of Consumer Affairs, 57, pp. 1151 - 1182, http://dx.doi.org/10.1111/joca.12524

Si Y; Hanewald K; Chen S; Li B; Bateman H; Beard JR, 2023, 'Life-course inequalities in intrinsic capacity and healthy ageing, China', Bulletin of the World Health Organization, 101, pp. 307 - 316, http://dx.doi.org/10.2471/BLT.22.288888

Si Y; Bateman H; Chen S; Hanewald K; Li B; Su M; Zhou Z, 2023, 'Quantifying the financial impact of overuse in primary care in China: A standardised patient study', Social Science and Medicine, 320, pp. 115670, http://dx.doi.org/10.1016/j.socscimed.2023.115670

Bateman H; Dobrescu LI; Liu J; Newell BR; Thorp S, 2023, 'Determinants of early-access to retirement savings: Lessons from the COVID-19 pandemic', Journal of the Economics of Ageing, 24, http://dx.doi.org/10.1016/j.jeoa.2023.100441

Wu S; Bateman H; Stevens R, 2023, 'Optimal Portfolio Choice with Health-Contingent Income Products: The Value of Life Care Annuities', North American Actuarial Journal, 27, pp. 278 - 302, http://dx.doi.org/10.1080/10920277.2022.2073453

Thorp S; Liu J; Agnew J; Bateman H; Eckert C; Iskhakov F, 2023, 'Feeling comfortable with a mortgage: The impact of framing, financial literacy and advice', Journal of Financial Literacy and Wellbeing, 1, pp. 47 - 78, http://dx.doi.org/10.1017/flw.2023.3

Chen S; Si Y; Hanewald K; Li B; Bateman H; Dai X; Wu C; Tang S, 2022, 'Disease burden of ageing, sex and regional disparities and health resources allocation: a longitudinal analysis of 31 provinces in Mainland China', BMJ Open, 12, pp. e064641, http://dx.doi.org/10.1136/bmjopen-2022-064641

Bateman H; Eberhardt I, 2022, 'How Fact Sheets affect retirement income product knowledge, perceptions and choices', Australian Journal of Management, 49, pp. 119 - 141, http://dx.doi.org/10.1177/03128962221132720

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; 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

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