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.

13th June, 2019- Thursday- Day 2

Participants registration and refreshments.

KYLE RINGROSE, Principal Athena IOC Pty Ltd

  • The things that make a “stand out” unit pricing framework
  • Common control deficiencies encountered
  • Opportunities for improving the control framework at low
  • The relevance of corporate culture to the unit pricing
    control framework

 STEPHEN HUPPERT, Director, Huppert Consulting

Panel Discussion

  • Why organisations have evolved towards daily pricing
  • The pros and cons of daily pricing
  • Is weekly or monthly a better alternative?
  • How to address the problems with infrequently valued
    assets in daily pricing

 Panel Members
JAY NADA, Senior Manager, Fund Services at NSW Treasury Corporation
Other Panel Members TBA


  • Is the “true up” always necessary?
  • Different solutions to allocate the balancing amounts
    across options
  • Why the “true up” is always out of date
  • Why the “true up” can sometimes cause more problems
    than it solves
  • How to treat a deferred tax asset in unit pricing
  • Setting caps on deferred tax assets
  • Should the deferred tax asset cap be at a fund or an
    option level
  • What are the member equity considerations in the
    treatment of deferred tax

Joe Nekic, Head of Client Finance Services, Link Group

  • What are the minimum number and nature of controls
    performed by the custodian?
  • What responsibilities cannot be delegated to the
  • Can asset owners do more to validate unit prices?
  • Examples of how the partnership between custodian and
    asset owner adds value to members
  • Examples of a typical multi-level structure
  • Why super funds typically adopt this approach
  • Examples of enhancements and refinements to the
    traditional structure
  • Potential issues with multi-leve structures
  • KESARA JAYASURIYA, Director, Asset Management
    Services, XCHEQER


  • 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

John Maroney, CEO, SMSF Association

  • 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?

Naresh Subramaniam,Director, PWC

  • More complexity, shorter timeframes, more data
  • Identifying the need for change
  • Managing change – where is the “pause” button

PAUL TOEPFER, Business Performance Consultant,
Konu Consulting. Former Head of Product Australia, Managing Director, State Street

Round Table Discussion

  • An interactive session starting by summarising conference
    highlights and providing delegates an opportunity to share
    their views on future developments and challenges in Unit
    Pricing in a few years time. This will be a very interactive
    session. Delegates are encouraged to discuss specific
    questions which are not covered by speakers, so attendees
    will be brought together to discuss news, views and recent
    trends – after the brainstorming groups, attendees will
    feedback the thoughts of their group to the rest of the
    conference participants

KYLE RINGROSE, Principal Athena IOC Pty Ltd

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