Jun 12, 2019 - Jun 14, 2019 Grace Hotel Sydney

The annual IBR Conferences 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.

12th June, 2019- Wednesday- Day 1

Participants registration and refreshments.


KYLE RINGROSE, Principal Athena IOC Pty Ltd


  • Once a critical operational element strongly advocated by
    APRA and regularly scrutinised operational function is now
    an often neglected process supported by outdated spreadsheets
  • Reduced pricing error cases in the public domain is
    increasing operational complacency on outsourced
    administrator oversight
  • Have unit pricing operations really vastly improved or
    simply less frequently scrutinised to reveal operational loop


  • Why best practice may not mean the same thing to all
  • Examples of good and not so good practice in the eyes of
    the regulator
  • With the benefit of hindsight what could be done
  • Reflections on outcomes from the Royal Commission


  • Why the unit price is not what it seems
  • The fallacy in assuming the unit price shows actual net of
    tax returns
  • Why units can be worth more than their unit price
  • How super funds can enhance the post tax velue of unit
  • Examples of super funds that do and do not recognise the
    true value of the unit price
  • How members would benefit from a better understanding
    of the true value of unit prices

KYLE RINGROSE, Principal Athena IOC Pty Ltd


  • How can it be used to benefit members
  • Is its value fully appreciated
  • The relationship between the deferred tax liability in the
    unit price and tax aware investment management
  • Panel Members TBA

PAUL KHOURY, Chief Executive Officer, Link Fund

opportunity for participants.

  • An analysis of the range of investment options available to
  • Examples of the range of multiple options
  • What are the onjectives of multiple options
  • Should funds offer an indexed low cost alternative for
    each option
    What is the minimum number of options that should be
    available and what are they

 IAN FRYER, Head of Research at Chant West

  • Are super funds increasing cost and complexity by
    proliferating the number of prices
  • Are multiple options in the best interests of unit holders/-
    super fund members?
  • Problems with low value options

 Panel Members TBA

  • What this might mean to super funds in the future
  • Why the proposal may be inequitable for many people
  • Actions SMSF trustees could take to minimise the impact
    of the proposed legislation
  • Analysing the impact for members in “self invest” options


  • Unit Pricing is often only seen as a back-office operational
    item that has little relevance, since it’s outsourced anyways
  • However, a unit price is actually the result of all fund and
    investment operational results, from asset allocation, to
    transaction processing, to income & expense capture, to
    valuation and unit value allocation.
  • For fund and investment operational teams, a unit price is
    the central gauge that displays all operational results in a
    single figure. To members, it’s the single reference point for
    them to workout how much their investment is worth and
    how it has performed against peer funds over time. It’s both
    operationally important and directly linked to member
    equity and member outcomes.


  • This is relatively self-explanatory – block-chain use in
    valuation should be explained in better details

1 Hour Networking Drinks – 5:00 pm- 6:00 pm

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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Contact Info


We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145