Dr Karen Alpert
Karen Alpert
  • PhD, Finance (University of Queensland)
  • MBusTax, Tax (University of Southern California)
  • MBA, Finance (University of California, Berkeley)
  • BA, Economics (University of California, Berkeley)
+61 7 334 68003
Room 348, Colin Clark Building, St. Lucia Campus

    Karen's interests include research into the impact of taxation and government regulation on financial decision making.

    Karen Alpert joined the school in 2001 after spending four years lecturing finance subjects at Monash University. Her research interests are in the areas of corporate finance, capital structure and superannuation. Karen completed her PhD on the effects of taxation on option exercise and put-call parity in 2004. Karen is a member of the Australian Institute of Banking and Finance.

    Research interests

    Corporate Buybacks
    Looks at the motivations for share buybacks as a capital management strategy, with emphasis on the tax consequences to shareholders.
    Option demand
    Modelling to explain the level of demand for equity and index options.
    Superannuation / Disclosure
    Looks at the adequacy and effectiveness of consumer disclosures in the superannuation and managed fund industry.
    The effect of taxation on derivatives
    Looks at the effect of differential tax rates on option pricing and early exercise behaviour.


    View full publications list


    • Member, Accounting and Finance Association of Australia / New Zealand (AFAANZ)
    • Member, FINSIA


    Phi Beta Kappa (UC Berkeley 1979)

    Major research grants

    Title Agency Year Amount
    ‘Superannuation funds: Ensuring the financial health of Australians in retirement’ Gray, P., Benson, K., Oliver, B., Hutchinson, M., and K. Alpert. ARC Discovery 2007-2009 $349,000
    University of Queensland New Staff Start-up Fund The University of Queensland 2001 $10,000