1
Age and origin of enigmatic megaherbs from the
subantarctic islands
Steven J. Wagstaff
1
, Ilse Breitwieser
1
, Christopher Quinn
2
&
Motomi Ito
3
Allan Herbarium, Landcare Research, Lincoln 7640, New Zealand
1
. Royal Botanic
Gardens, Mrs Macquaries Rd, Sydney NSW 2000, Australia
2
. Department of Systems
Sciences (Biology), University of Tokyo, Komaba, Meguro-ku, Tokyo 153-8902, Japan
3
.
Biogeographic relationships in the southern hemisphere have puzzled biologists for
the last two centuries
1,2
. Once joined to form the supercontinent Gondwana,
Africa, Antarctica, Australia, New Zealand and South America are widely
separated by the Pacific and Indian oceans. Sir Joseph Hooker was the first to
suggest that Antarctica served as a corridor for plant migration not unlike the
land-bridges in the northern hemisphere
7,8,9,10
. While the Antarctic flora was
largely erased by glaciation during the Pleistocene, at least some of these Antarctic
plant communities found refuge on the subantarctic islands. Here we provide
support for the hypothesis that giant herbs persisted in the subantactic islands
prior to the onset of Pleistocene glaciation, then dispersed northward in response
to glacial advance. Our findings provide further evidence that Antarctica has
played a pivotal role in shaping southern hemisphere biogeography.
During the early 1800s voyages of discovery brought many explorers to the southern
oceans. Much of the early botanical work was completed by European taxonomists
whose interpretations were influenced by their familiarity with the Old World flora
1,2
.
They thought southern hemisphere plants had diversified from northern hemisphere
ancestors, and this has likely been the case in large genera such as Veronica,
Ranunculus and Epilobium
3,4
. However, some plant groups such as Nothofagus
5
and
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Agathis
6
have evolved in the southern hemisphere then dispersed in a northerly
direction.
The floras of North America and Eurasia were united by land bridges that existed
during much of the Tertiary
7,8
. However, the southern hemisphere continents have been
isolated by the southern oceans since the break-up of Gondwana at the end of the
Cretaceous. During much of the Tertiary the now widely separated southern continents
South America, Africa, Australia and New Zealand faced a continuous Antarctic
coastline that was clothed in diverse forest vegetation. The abundance of fossils in
Antarctica suggests that it may have served as a corridor for plant migration until late in
the Tertiary
9,10
. The environmental conditions were very different at this time. The
climate was much warmer, and because of their positions at high latitudes, Antarctic
ecosystems experienced long periods of complete darkness followed by short growing
seasons with almost continuous but low-angle daylight. These environmental conditions
supported diverse open woodland vegetation
10
. The Antarctic ice cap grew from the
Oligocene (35 Myr) culminating in several episodes of glaciation during the
Pleistocene. During major glaciations the polar ice sheets spread considerably and
temperature, marine and vegetation zones were compressed towards the equator
8
.
During the glacial maxima the Antarctic vegetation was almost completely eliminated,
though surely a few remnants of this once lush Antarctica found refuge to the north in
isolated circum-Antarctic island archipelagos.
The massive Antarctic ice sheets that persist to the present day have imposed a
limit on our ability to interpret past environments before their formation and during
their repeated waxing and waning
11
. Given the increasing interest in the role the
subantarctic islands have played in southern hemisphere biogeography, there is a
growing need for phylogenetic studies of taxa endemic to these islands. Such analyses
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3
can partly overcome the problems of interpretation that arise from extinctions associated
with past glaciation events
12,13
.
The subantarctic islands fall into two groups, older islands with a continental
origin whose biota is shared by nearby land masses and younger volcanic islands, where
the history of the biota remains enigmatic
12
; the New Zealand subantarctic islands fall
within this latter category. The New Zealand subantarctic islands were formed by
volcanic activity during the Tertiary, but interbedded limestone and basement rocks are
found in restricted areas
14
. The islands now lie in a region of cool surface waters, and
the weather is dominated by strong westerly winds, cool temperatures, persistent
cloudiness and high rainfall. In the Tertiary the winds and circum-polar current were not
as strong and dispersal by windblown propagules north to the islands was more easily
accomplished
15
. Nutrient inputs are mostly marine in origin from nesting seabirds,
penguins and seals and this coastal eutrophication has occurred at least for the past
10,000 years
12
. Such nutrients, long summer day-lengths, and adequate water lead to
high primary production in the subantarctic islands. In association with anaerobic
conditions this has created extensive peat deposits. The New Zealand subantarctic
islands were granted World Heritage status by UNESCO in 1998 because they
encapsulate a diverse set of natural heritage values, many of which are unique
16
.
These natural heritage values were already recognized by early naturalists. Sir
Joseph Hooker was struck by the unique vegetation particularly the extensive meadows
dominated by lush perennial herbs with large leaves. He wrote in his notes on the Ross
Expedition
17
: "The most extraordinary of the megaherbs is the Pleurophyllum meadow,
a community dominated by the large-leafed herbaceous composite, producing a floral
display second to none outside the tropics." Megaherbs have adapted not only to the
harsh climate and short growing season, but also to the highly acidic, peaty soil. The
megaherb growth habit has evolved independently in diverse species from a range of
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4
different genera and families such as Gunnera, Plantago, Stilbocarpa and the composite
Pleurophyllum that was admired by Hooker (see above).
We tested the hypothesis that the endemic genus Pleurophyllum is a
geographically isolated relict of a once lush Antarctic flora that then dispersed
northward in response to glacial advance and survived the LGM in refugia on the
subantarctic islands of New Zealand. Pleurophyllum is a genus of three species,
restricted to Auckland, Campbell, Antipodes and Macquarie islands. In some areas on
Campbell Island, P. speciosum with its large coriaceous leaves is the dominant life
form. The other two species (P. criniferum and P. hookeri) often grow sympatrically.
Pleurophyllum speciosum forms an enormous rosette, up to 1.2 m across, of huge, broad
pleated leaves. Its spectacular capitula, about 6 cm in diameter (including the long ray-
florets), are arranged in subcorymbose racemes, about 60 cm tall. The flowers (Fig. 1)
show considerable colour variation, probably due to the mineral content of the soil or
the degree of acidity. The colouration seems to vary from bluish pink to pink and even
white. The other two related species, P. hookeri and P. criniferum, with scapes up to 60
cm and 2 m respectively, have silvery lance-shaped leaves and maroon florets. Their
ray-florets are very inconspicuous. The two may be distinguished by the narrow smooth
silvery leaves in P. hookeri being pointed and erect, compared with the broad rounded
heavily veined greenish leaves of P. criniferum that form a rosette close to the ground.
Previous researchers have suggested that Damnamenia and Olearia are closely
related to Pleurophyllum
18,19
. The monotypic genus Damnamenia, a segregate from
Celmisia
18
, is also endemic to Campbell and Auckland islands. In alpine scree, immense
drifts of D. vernicosa carpet the ground. It grows to 35 cm tall and the capitula are 5 cm
wide. Olearia is Australasia's largest genus of Compositae. Drury
19
has already pointed
out that one group of Olearia, the macrocephalous olearias [O. chathamica, O. colensoi,
O. lyallii, O. oporina (incl. O. angustifolia), and O. semidentata] are more similar to
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Pleurophyllum than to other olearias. All members of the group are characterized by
terminal, solitary or racemose capitula, long villose achenes, subduplex subrufescent
pappus, and large, flat woolly haired leaves. Their floret colour, leaf venation and leaf
hair-type also distinguishes them from the other olearias. With the exception of O.
colensoi, all of them occur in the southern part of New Zealand (Fig. 2): O. lyallii is
restricted to the Snares and Auckland islands, O. semidentata and O. chathamica to the
Chatham Islands, and O. oporina to Stewart Island and southernmost South Island.
Olearia colensoi grows in montane to subalpine scrub from lat. 38
o
southwards (North,
South, Stewart and Solander islands), descending to sea level in the southernmost part
of its range.
An analysis of the phylogeny of the large woody Australasian genus Olearia
based on ITS data
20
demonstrated the polyphyly of the genus and also provided some
support for each of the above conclusions, in that the sole macrocephalous Olearia
species included in the study, O. chathamica, was placed with Pleurophyllum, and
Damnamenia was also included in the clade.
Our analysis of the ITS and ETS sequences is that these are largely congruent.
This suggests the two data sets are converging on the same evolutionary tree. The ETS
sequences provide strong support for a clade comprised of Damnamenia, Pleurophyllum
and the macrocephalous Olearia species (bootstrap 92%) whereas this relationship is
not recovered by ITS sequences. The analysis of the combined data provides even
greater support and resolution (bootstrap 96%). Maximum likelihood analysis of the
combined data set (Fig. 3) again recovered the clade comprised of Damnamenia,
Pleurophyllum, and the macrocephalous Olearia species (the macrocephalous clade,
Fig. 2). Damnamenia is sister to the other members of this clade. The three species of
Pleurophyllum form a clade (bootstrap 64%), as do Olearia angustifolia and O. oporina
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(bootstrap 100%), O. semidentata and O. chathamica (bootstrap 99%), and O. colensoi
and O. lyallii (bootstrap 100%).
Our results reveal significant rate variation across the lineages: the annual species
Senecio vulgaris is evolving at a faster rate than the arborescent Dasyphyllum
dicanthoides. We therefore used a rate-smoothing procedure to transform the maximum
likelihood tree. We calibrated the rate for the combined analyses using a fossil date of
38 million years, which represents the stem age of the Asteroideae in our analysis (Fig.
4). The mean substitution rates estimated for Pleurophyllum are similar to those
calculated for Abrotanella
21
, Robinsonia
22
and Dendroseris
23
despite the different
methods calibration (see Table 1). However they differ substantially from the mean
value for 21 angiosperm families calculated by Kay et al.
24
. They note that long-lived
woody plants appear to have a slower substitution rate; the fastest rate was recorded in
Gentianella, whereas the slowest rate was in the Winteraceae. Andreasen and Baldwin
25
noted a similar pattern in which the nucleotide substitution rate was faster in annual
species of Sidalcea than in perennial species, and the substitution rates in ITS and ETS,
though different, were correlated.
Our findings suggest that the stem age of many lineages of Asteraceae predate the
late Tertiary extinction of plants in Antarctica; similar results were reported by Kim et
al.
26
. The combined maximum likelihood analysis suggests the Damnamenia,
Pleurophyllum, and macrocephalous Olearia clade diverged during the mid-Pliocence
about 4.1 Myr ago. The crown radiation occurred at the boundary between the Pliocene
and Pleistocene. Independent analyses of the ITS and ETS sequences provided similar
divergence estimates. The late Tertiary was a time of intense environmental upheaval in
New Zealand brought about by the uplift of the Southern Alps, glaciation, and
volcanism
27
. Glaciers nearly completely covered the Auckland Islands and a
considerable portion of Campbell Island during the last glacial maximum, while
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Macquarie Island remained unglaciated
14
. The retreat of the glaciers on Auckland and
Campbell islands occurred around 15,000 years ago. Pollen profiles from post-glacial
peat profiles indicate megaherbs such as Pleurophyllum were present in abundance at
the end of the last glaciation maximum (LGM) and survived close to the glacial
terminus.
The ancestors of megaherb clade must have survived the LGM in the New
Zealand subantarctic islands. There has subsequently been at least one instance of
dispersal to the mainland of New Zealand and to the Chatham Islands, about 800 km to
the east of New Zealand. There are a number of equally plausible area reconstructions,
provided our phylogenetic inference is correct. Most of these involve either several
independent dispersal events from the subantarctic islands to the mainland of New
Zealand, Stewart Island and the Chatham Islands or dispersal in a more stepwise fashion
from the New Zealand subantarctic islands to the mainland, and then subsequent
dispersal from the New Zealand mainland to the Chatham Islands and back to the New
Zealand subantarctic islands.
The megaherb growth form is not unique to the subantarctic islands and has
evolved independently in several distinct lineages of flowering plants. The large-leaved
buttercup Ranunculus lyallii is common on the mainland of New Zealand and
Mysotidium hortensia, a large forget-me-not, is endemic to the Chathams Islands.
Elsewhere the Chilean Gunnera, the Hawaian silverswords, Argyroxiphium, and the
Kenyan Dendrosenecio and Lobelia are notable examples. However, the megaherbs of
the subantarctic islands are unique with corrugated leaves, stereome tissue, hairy and
occasionally coriaceous lamina, a rosette growth form, fleshy root system and colourful
flowers
28
. The megaherb growth form may confer a selective advantage in subantarctic
environments
28
. Nutrient availability may be limiting as it varies most with moisture-
holding capacity and the acidity of the peat. Large leaves may intercept nutrients from
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8
marine aerosols channelling nutrients directly to the stem base and roots. The large
overlapping leaves could act as solar panels focusing radiant energy towards the
growing apex of the plant. Hence the detrimental effects of cold temperatures and
decreases in wind speed would be moderated with the rosette growth form further
reducing reductions in water loss by transpiration. Light is also limiting and the big
leaves of Pleurophyllum suppress competitors with their dense and compact growth
form.
Present biogeographic interpretations of the Asteraceae neglect to consider the
importance of Antarctica as a corridor for migration during the early diversification of
the family
29
. The northern hemisphere circumboreal flora was once linked by land
bridges during the Tertiary. We would like to suggest a similar scenario of a
circumantarctic flora that flourished until the late Tertiary. Pulses of dispersal occurred
to the north during glacial advance with retreat and intermingling during interglacial
periods. Unlike the northern hemisphere, the circum-Antarctic vegetation was nearly
completely eliminated during the last ice age. The distinctive flora of the subantarctic
islands may harbour some of the last remnants of this once diverse flora, and plants such
as Pleurophyllum may be the key to resolving this puzzle.
METHODS
We included sequences from the three species of Pleurophyllum, Damnamenia
vernicosa and representatives of all of the macrocephalous species of Olearia. More
distant outgroups were five representatives from most of the other tribes of Asteroideae
recognized by Bremer
30
with greater sampling within tribe Astereae. We rooted the
analysis on the long branch leading to Dasyphyllum, which is placed in subfamily
Barnadesioideae.
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Voucher information along with GenBank (http://www.ncbi.nlm.nih.gov)
accession numbers is detailed in the Appendix. The complete data sets are available on
request from the first author and were deposited in TreeBASE
(http://www.treebase.org/treebase) study accession number = ????? and matrix
accession numbers = ??????.
DNA extraction, amplification and sequencing. Total DNA was extracted from
leaves following a modification of the CTAB method of Doyle and Doyle
31
. The
amplification and sequencing procedure for the ITS region has been described
previously
32
. We also amplified the ETS region following the procedure of Baldwin and
Marcos
33
. DNA samples were labelled with fluorescent dyes (Big Dye Chemistry) and
then sequenced by the Allan Wilson Centre (Massey University) DNA sequencing
facility. In all instances both the forward and reverse DNA strands were sequenced.
Data analysis. The sequences were initially aligned using ClustalX
34
and gaps were
inserted in the data matrix. The resulting alignments were then visually inspected and
minor changes were made manually to ensure positional homology prior to the
phylogenetic analyses. The phylogenetic analyses were accomplished using PAUP*
version 4.0b10
35
with both parsimony and maximum likelihood selected as optimality
criteria. The parsimony analysis was conducted with the PAUP* settings TBR branch-
swapping, MULPARS, RANDOM ADDITION with 1,000 replicates. Duplicate trees
were eliminated using the condense trees option collapsing branches with a maximum
length of zero. The characters were unordered and equally weighted and gaps were
treated as missing data. The most appropriate maximum likelihood model and parameter
estimates were determined by the Akaike Information Criterion test (AIC) implemented
in Modeltest vers. 3.06
36
. Congruence of the data matrices was assessed using the ILD
test of Farris et al.
37,38
with 100 data partition replicates with uninformative positions
deleted/excluded
39,40,41
. Support for clades was estimated by bootstrap analyses
42
with
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1,000 replications excluding uninformative sites; starting trees were obtained by
RANDOM ADDITION with one replication for each bootstrap replication, TBR
branch-swapping, MULPARS in effect and a MAXTREE limit of 1,000.
The likelihood ratio test (LR = -2 log LR; where LR is the difference between the
ln likelihood of the tree, with and without enforcing a molecular clock and the 2
distribution, with n2 degrees of freedom, where n is the number of taxa) was used to
determine whether the data satisfied the assumptions of a molecular clock
43
. In the
absence of a molecular clock, we used the semiparametric rate smoothing by penalized
likelihood approach to accommodate rate heterogeneity across lineages
44,45
. This
procedure is implemented in the program r8s
46
and uses a likelihood model combined
with a smoothing parameter estimated by cross-validation to estimate divergence times.
The checkGradient command was implemented to provide an additional assessment of
the divergence estimates. We calculated substitution rates for each gene and for the
combined data matrix using a calibration date of 38 Myr BP determined from the fossil
record
47,48
. In our analysis this is the split between subfamily Barnadesioideae and the
remaining members of the Asteraceae and represents the stem age of subfamily
Asteroideae. Confidence intervals were calculated by applying this procedure to 100
bootstrap trees. The influence of different tree topologies on the divergence estimates
was tested using the topological constraint option in PAUP*.
Present distributions were mapped on the inferred phylogeny and the most
parsimonious reconstructions of ancestral areas were determined using MacClade vers.
4.07
49
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140 (Royal Botanic Gardens, Kew, 1996).
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Phylogeny and Character Evolution. (Sinauer, Sunderland, MA, 2005).
Supplementary Information is linked to the online version of the paper at www.nature.com/nature
Acknowledgements We thank the following for their assistance: Colin Meurk, Phil Novis, Rich Leschen,
Peter de Lange, the New Zealand Plant Radiation Network and the New Zealand Plant Conservation
Network. This research was funded by the New Zealand Foundation for Research Science and
Technology.
Author information Reprints and permissions information is available at
npg.nature.com/reprintsandpermissions. Correspondence and requests for materials should be addressed
to S.J.W. (wagstaffs@landcareresearch.co.nz).
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Table 1 Comparison of nucleotide substitution rates
Taxon Genomic
region
Nucleotide
substitution rate
Calibration Reference
Pleurophyllum
ETS
9.59 × 10
-9
per
site per year
First appearance of
modern Asteraceae in
the fossil record
(DeVore & Stuessy
1995; Graham 1996)
This paper
Pleurophyllum
ITS
4.98 × 10
-9
per
site per year
First appearance of
modern Asteraceae in
the fossil record
(DeVore & Stuessy
1995; Graham 1996)
This paper
Abrotanella
ITS
8.19 × 10
-9
per
site per year
First appearance of
modern Asteraceae in
the fossil record
(DeVore & Stuessy
1995; Graham 1996)
Wagstaff et
al. (2006)
Dendroseris
ITS
6.06 × 10
-9
per
site per year
Age of Masatierra in
Juan Fernandez Islands
approximately 4 Myr;
age of Masafurera
approximately 12 Myr
Sang et al.
(1994)
Schmidt &
Schilling
(2000)
Robinsonia
ITS
7.83 × 10
-9
per
site per year
Age of Masatierra in
Juan Fernandez Islands
approximately 4 Myr;
age of Masafurera
approximately 12 Myr
Sang et al.
(1995)
Tarweeds/Hawaiian
silverswords
ITS
3.00 × 10
-9
per
site per year
Aridification
accompanying uplift of
Baldwin &
Sanderson
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17
the California mts
(1998)
21 Angiosperm
families
ITS 2.86
×10
-9
per
site per year
Average of 28 rates
representing 21 different
angiosperm families
Kay et al.
(2006)
Abrotanella, Dendroseris, Robinsonia and the Hawaiian silversword alliance are members of the
Asteraceae that have diversified on islands.
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18
Figure 1 Subantarctic island herbfields. A. Panoramic view of Campbell
Island. B. Lyall Ridge herbfield community dominated by Pleurophyllum
speciosum. C. Inflorescence of P. speciosum. Photos by Colin Meurk.
Figure 2 Distribution of the macrocephalous clade. Damnamenia vernicosa:
monotypic genus endemic to Campbell and Auckland islands. Pleurophyllum:
genus of three species, P speciosum, P. hookeri, and P. criniferum, endemic to
Auckland, Campbell, Antipodes and Macquarie islands. Olearia lyallii: endemic
to the Snares and Auckland islands. O. colensoi: North, South, Stewart and
Solander islands. O. angustifolia: confined to Stewart Island, the South Island
shores of Foveaux Strait and surrounding smaller islands. O. oporina: South
Island, sounds of Fiordland from Martins Bay southward. O. chathamica:
endemic to the Chatham Islands, known from the southern tablelands, Pitt,
Mangere and South-East islands. O. semidentata: endemic to the Chatham
Islands.
Figure 3 Maximum likelihood analysis of the combined data set. The
macrocephalous clade was again recovered, with Damnamenia sister to the
other members of this clade. The three species of Pleurophyllum form a clade
as do Olearia angustifolia and O. oporina, O. semidentata and O. chathamica,
and O. colensoi and O. lyallii.
Figure 4 Calibrated rate for the combined analyses using a fossil date of
38 million years. Our results suggest the macrocephalous clade diverged
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19
during the mid-Pliocene about 4.1 million years ago. Independent analyses of
the ITS and ETS sequences provided similar divergence estimates. The crown
radiation occurred at the boundary between the Pliocene and Pleistocene. This
was a time of intense environmental upheaval in New Zealand brought about by
the uplift of the Southern Alps, glaciation, and volcanism.
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Olearia chrysophylla
Olearia oppositifolia
Olearia rosmarinifolia
Olearia myrsinoides
Olearia megalophylla
Olearia ledifolia
Olearia cheesemanii
Olearia rani
Olearia albida
Olearia paniculata
Olearia solandri
Olearia traversii
Pachystegia insignis
Celmisia asteliifolia
Celmisia tomentella
Celmisia mackaui
Olearia chathamica
Olearia semidentata
Olearia colensoi
Olearia lyallii
Olearia angustifolia
Olearia oporina
Pleurophyllum criniferum
Pleurophyllum hookeri
Pleurophyllum speciosum
Damnamenia vernicosa
Chiliotrichium rosmarinifolium
Lagenifera pumila
Vittadinia australis
Brachyscome humilis
Inula orientalis
Argyrotegium fordianum
Cotula coronopifolia
Senecio vulgaris
Abrotanella muscosa
Calendula officinalis
Dasyphyllum diacanthoides
0.01 substitutions/site
Maximum Likelihood
GTR + G + I model
-Ln = 9092.75295
New Zealand
Subantarctic islands
Subantarctic islands
Stewart Island
Subantarctic islands
Chatham Islands
New Zealand
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Oligocene
38
23.8
5.3 1.8
Million Years
Miocene
Pleistocene
Pliocene
Divergence Time Estimate
Method = Penalized Likelihood
Algorithm = Truncated Newton
Fixage = 38 Million Years
Olearia chrysophylla
Olearia rosmarinifolia
Olearia oppositifolia
Olearia myrsinoides
Olearia megalophylla
Olearia ledifolia
Olearia cheesemanii
Olearia rani
Olearia albida
Olearia paniculata
Olearia solandri
Olearia traversii
Pachystegia insignis
Celmisia asteliifolia
Celmisia tomentella
Celmisia mackaui
Olearia chathamica
Olearia semidentata
Olearia colensoi
Olearia lyallii
Olearia angustifolia
Olearia oporina
Pleurophyllum criniferum
Pleurophyllum speciosum
Pleurophyllum hookeri
Damnamenia vernicosa
Chiliotrichium rosmarinifolium
Lagenifera pumila
Vittadinia australis
Brachyscome humilis
Inula orientalis
Argyrotegium fordianum
Cotula coronopifolia
Senecio vulgaris
Abrotanella muscosa
Calendula officinalis
Dasyphyllum diacanthoides
Eocene
33.7
Nature Precedings : hdl:10101/npre.2007.1272.1 : Posted 28 Oct 2007