This two day conference explores many of the technical and operational aspect of unit pricing. The Guide to Good Practice is examined to see how relevant this document remains in 2021, some 13 years after its last release.
Tax provisioning and periodic adjustments have been a constant source of headaches for superannuation funds and the conference provides a deep and insightful analysis into why it is impossible to accurately provision for tax. A further case study is presented, illustrating and quantifying the impacts
of adopting a simpler and more intuitive approach to addressing these issues.
We discuss how unit pricing may be more art than science in many cases and how working from home may have contributed to the operational risks with unit pricing.
The Board’s and the auditors’ roles in the unit pricing world are reviewed and discussed and problems and solutions for training new members are introduced.
Finally we discuss the role of technology and the role of the outsourced service provider in maintaining the integrity of the critical unit pricing process.
The annual Unit Pricing Forum has been running for over a decade and has been consistently among the best received conferences of its kind in Australia. This year’s Forum continues to offer a diversity of topics and industry renowned speakers. The conference provides expert views from the regulators,
superannuation funds, custodians and specialised consulting firms. In addition to insights into the critical day to day functions of risk management, controls and compliance the audience will have the opportunity to gain an understanding of where the unit pricing world is heading in terms of the
regulators’ thinking, real time transacting and the SMA alternative. This conference will be an invaluable learning experience for all members of the unit pricing team as well as for members of the Finance and Tax teams, Risk and Compliance and other areas of superannuation funds and investment management organisations.