Hazel Bateman

About Hazel

Hazel has research interests in the areas of public and private provision for retirement. Her current research investigates retirement saving, investment and benefit decisions; the structure, governance and performance of pension and superannuation funds; and effective public policy for an ageing society. Prior to joining the University of New South Wales, Hazel worked as an economist in the Australian Treasury.

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 and KIHASA. Hazel is a member of UniSuper's Consultative Committee and in 2012-13 was a member of the Australian Government's Superannuation Roundtable.

Current Courses Taught

• ACTL4000 Thesis (Actuarial Studies)
• ACTL4003 Research Methods in Risk and Actuarial Studies
• ACTL5000 Thesis (Actuarial Studies)
• ACTL5003 Research Methods in Risk and Actuarial Studies
• ACTL5401 Retirement Planning

Research Grants

2020-2023: ARC Linkage Grant, Better communication to solve the under-saving, under-spending puzzle, (Joint Chief Investigator with S Thorp, B Newell and I Dobrescu), $392,445 over 3 years (matched with cash and in-kind support from Cbus)

2017-2023: ARC Centre of Excellence in Population Ageing Research (CEPAR), (Joint Chief Investigator with J Piggott, K Anstey, M Baird, P Clarke, R Cumming, M Keane, P McDonald, W McKibbin, S Parker, M Sherris, A Woodland): $27.25 mill over 7 years.

2016-2018: ARC Discovery Grant, Is it just a matter of time? Why some people plan and others do not, (Joint Chief Investigator with J Earl): $209,500 over 3 years.

2015-2018: ARC Linkage Grant (with UniSuper), Super Financial Security: Improving Flexibility, Trust and Communication, (Joint Chief Investigator with A Ortmann, S Thorp, B Newell, I Dobrescu, J Davis): $355,385 over 3 years (matched with cash and in-kind support from UniSuper).

2014-2017: ARC Linkage Grant (with Netspar, AMP, APG and Booz and company), Mandatory pre-funded retirement income schemes: best policy and practice, (Joint Chief Investigator with M Sherris, J Piggott, R Stevens, T Njyman, L Bovenberg, J Deane, J Twaddle and E Ponds): $493,000 over 3 years (matched with cash and in-kind support from industry partners). 

2012-2014: ARC Discovery Grant, Endgame: managing superannuation in later life, (Joint Chief Investigator with G Kingston, L Fisher, S Thorp and G Milunovich): $170,000 over 3 years.

2011-2012: ARC Linkage Grant (with the 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 (from ARC), matching $137,320 in cash and in-kind from Zhejiang Province
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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 (from ARC), matching $247,711 in cash and in-kind from UniSuper.

2010-2014: ARC Discovery Grant, The paradox of choice: Unravelling complex superannuation decisions, (Lead Chief Investigator with J Louviere, S Thorp, C Ebling, 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, S Thorp G Kingston, L Fisher, 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. 

2005-2007: ARC Discovery Grant, Risk Management for Bonds, Currencies and Commodities (Joint Chief Investigator with G Kingston, L Fisher, M Sherris, K Clements and S Thorp): $240,000 over 3 years.

2002-2004: ARC Discovery Grant, Investing over the Lifecycle, (Joint Chief Investigator with G Kingston, L Fisher, M Sherris and B Schworm): $120,000 over 3 years.

2002-2004: ARC Discovery Grant, The Demand and Supply of Retirement, (Joint Chief Investigator with J Piggott and H Morita): $217,000 over 3 years. 
Other grants

2020-2021: First State Super Research Agreement, Understanding members’ behavioural responses to market volatility, (Joint Chief Investigator with I. Eberhardt, S Wu and J Ellis), No cash support. Provision of First State Super member data.

2017: Netspar Comparative International Research Project, Regulation of information provision for pension choices: Australia and the Netherlands compared, (Joint Chief Investigator with F Teppa), 20,000 Euro.

2017-2020: Netspar Theme Grant, Choice architecture in pensions and retirement, (Joint Chief Investigator with M Lever, E Ponds, R Stevens, R Dillingh, H ter Rele, J Bolhaar), 250,000 Euro.

2017-2021: Cbus Research Agreement, The impact of Cbus’ Retirement Income Estimate (RIE) campaigns on member financial wellbeing, (Joint Chief Investigator with S Thorp, B Newell, I Dobrescu, D Constable), No cash support. Provision of Cbus member data from RIE campaigns.

2017-2018: Colonial First State/CBA Research Agreement, The interplay between superannuation and mortgages, (Joint Chief Investigator with S Thorp, C Eckert and J Brownlow), No cash support. Provision of CFS/CBA customer data.

2014: Financial Literacy Grant (funded by the Financial Literacy Foundation), Developing new financial literacy survey questions to better link financial knowledge to outcomes, (Joint Chief Investigator with C Eckert, J Louviere and S Thorp), $120,000.

2013-2014: Centre for International Finance and Regulation, Identifying, monitoring and managing systemic risks in Australia’s superannuation system, (Joint Chief Investigator with S Donald, R Buckley, K Liu and B Arnold): $200,800. 

2013: Centre for International Finance and Regulation, Monitoring and performance attributes of superannuation funds in Australia, (Joint Chief Investigator with A Ferguson, A Raftery and B Arnold): $93,325.

2013: Rotman ICPM (International Centre for Pension Management), Comparative performance of Australian superannuation funds, (Provision of CEM pensions dataset).

2012: Institute of Chartered Accountants, Cost, investment performance, asset allocation and audit attributes of self-managed superannuation funds in Australia, (Joint Chief Investigator with A Ferguson and A Raftery): $10,000. 

Media Releases

• A rapidly ageing Australia
• Head of School to take on Deputy Director role at CEPAR
• 24th Annual Colloquium of Superannuation Researchers attracts academics from all over the world
• Experts available for the Federal Budget 2016
• People misreading risk in super product disclosures may lose more than they think
• Business School Researchers win $2 million in grants
• Research projects funded in latest ARC round
• Experts available for the Federal Budget 2015
• Annual Colloquium Tackling the Challenges for Retirement Incomes
• New retirement planning course to address Australia’s ageing future
• ASB academic appointed to Superannuation Roundtable
• Superannuation Researchers Review Retirement Funding Choices