Forum
Annual UP 2022 -Unit Pricing 2022 Forum
17th-18th August 2022, Grace Hotel Sydney
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About the event!

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.

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 2022, some 14 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.

Topics Coverd:
  • The Guide to good practice in unit pricing – where to next
  • The need for speed
  • A review of historical errors
  • Panel session – are we getting complacent re unit pricing errors?
  • Panel session – Will fund mergers result in increased risk of errors?
  • Unit pricing audits
  • Building a unit pricing validation model
  • Back up strategies for service provider failure
  • Panel session – Unit Pricing Policies and Principles
  • Too many cooks in the unit pricing kitchen
  • Is unit pricing really fair?
  • Panel session – The equity of unit pricing
  • Educating the Board
  • Unit pricing technology
Who Should Attend:
  • Unit Pricing Manager
  • Fund Accounting Manager
  • Trust Accounting Manager
  • Unit Pricing Analyst
  • Taxation Accountant
  • Actuary
  • General Manager Fund Operations & Risk
  • Investment Risk Managers
  • Head of Investment Management
  • Head of Fund Administration
  • General Manager Legal & Compliance
  • Investment Services Manager
  • Manager Investment Operations
  • Unit Pricing & Performance Manager
  • Unit Trust Supervisor….
    &also, who work with unit pricing in allcapacities should attend this event

SPONSORSHIP OPPORTUNITIES
Unit Pricing Forum 2022 offers sponsors an excellentopportunity to demonstrate thought-leadership andleverage networking opportunities to build brand-valueamongst senior unit pricing professionals. If you wouldlike to know more about sponsorship, exhibition andbusiness development opportunities please just get intouch with us -sponsorship@ibrc.com.au

Annual UP 2022 Speakers
we will update the speakers list soon. Keep follow us for more updates
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