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


Phil Davies, CTO and Head of Product, Milestone Group

      • 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

PETER KIRIEVSKY, Director, Assurance and Advisory
Deloitte Touche Tohmatsu

      • 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        an often neglected process supported by outdated spreadsheets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

MARTIN WALSH, Professional Independent Director
and Consultant

      • 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


  • FRS’s experience across 60+ unit pricing projects
  • Identifying common mistakes made
  • Hidden complexities and treating customers fairly
  • Why spreadsheets and legacy systems are a poor
    substitute for a modern solution
  • Integrated unit pricing, accounting and investment admin
    systems vs best of breed – pros and cons

MATTHEW BALDWIN, Global Head of Sales &
Managing Director Asia, Financial Risk Solutions (FRS)

  • Single Source of Truth (fact or fiction)
  • How Does Blockchain improve outcomes for Financial Services organisations and their customers
  • What impact can blockchain have on the unit pricing calculation process
  • How does Blockchain reduce risk in disseminating unit prices to industry participants

GORDON LITTLE, Managing Director and
Co-Founder BC Gateways

  • The relationship between risk, cost and efficiency
  • Benefits of electronic transaction/instruction capture &
  • How are service expectations changing?
  • Unit pricing errors – what is material and does it matter?
  • How continuous improvement drives better investor
    outcomes and member engagement

PAUL KHOURY, Chief Executive Officer, Link Fund

      • 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 Chair
KYLE RINGROSE,Principal Athena IOC Pty Ltd
 Panel Members
IAN FRYER, Head of Research at Chant West
STEPHEN HUPPERT, Director, Huppert Consulting
Stuart Hill, Head of Investment Operations
Local Government Super

  • How the Guide to Good practice defines an error
  • Using unit pricing policies to help define errors
  • Is a poor policy a unit pricing error?
  • The distinction between an error and an estimate
  • When can inaccurate estimates result in errors?


  • Leveraging Technology to streamline the Unit Pricing
  • How leading edge technology can manage the data flows
    throughout the process
  • The application of block-chain concepts and technology in
    unit pricing

Panel Chair
STEPHEN HUPPERT, Director, Huppert Consulting

Panel Members
CIAN O’DRISCOLL,Senior Consultant, FRS Invest|Pro™
PAUL TOEPFER, Business Performance Consultant,
Konu Consulting.

SÉAMUS Ó CONCHEANAINN, Managing Director, CXi Software

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