Kai-Chen Lamb

Kai-Chen Lamb

Kai-Chen Lamb is a tax partner who practises in all areas of Australian income tax, but specialising in the Australian income tax treatment of the managed funds, property and infrastructure industries and well as major mergers, acquisitions and financing transactions. Kai-Chen also advises on the structures to be used for, and tax consequences, of offering equity incentives to employees.

Kai-Chen has had extensive experience advising a range of Australian and offshore fund managers on the establishment, management and restructuring of their funds in Australia, including extensive experience regarding updating structures, documentation and systems to accommodate the new attribution managed investment trust or AMIT regime. Kai-Chen has also had extensive experience advising a range of Australian and offshore institutional investors in bidding for and making investments into Australia or offshore.

Kai-Chen’s practice encompasses not only providing clients with taxation advice regarding the structures to be used for, and tax consequences of, various transactions, but also reviewing, preparing and negotiating the documentation necessary to give effect to those structures. Kai-Chen also has extensive experience in applying for and obtaining rulings from the Australian Taxation Office.

Experience

  • Advising AMP Capital on a range of fund restructures, including the conversion of their marquee Infrastructure Equity Fund and Diversified Property Fund into stapled structures
  • Advising Vanguard on the establishment and management of all of their ETF products quoted on the ASX, as well as their new actively managed investment funds
  • Advising a range of Canadian pension funds on various investments in Australia, including applying for and obtaining rulings from the ATO
  • Advising a range of Australian fund managers on the establishment and implementation of their AMIT projects, including NAB Wealth, ANZ Wealth, AMP Capital, Vanguard, Equity Trustees and Legg Mason
  • Advising a range of Australian fund managers on merging and restructuring their existing funds, including QSuper and Victorian Funds Management Corporation.

Location

Legal insights

The Federal Government will soon deliver the 2020-2021 budget, with multiple commentators suggesting that the size of the spending to be revealed will shock many observers.

02 October 2020

Australia has one of the most complex taxation systems in the world, coupled with one of the most active tax administrations. These factors expose multinational enterprises to a significant risk of...

28 September 2020

This article was written by Sylvester Urban and Dean Paganis. On 25 August 2020, legislation to amend Australia’s hybrid mismatch rules (Treasury Laws Amendment (2020 Measures No. 2) Bill 2020)...

27 August 2020

The ATO has published guidance to help large public and multinational companies improve their assurance ratings.

02 July 2020

This site uses cookies to enhance your experience and to help us improve the site. Please see our Privacy Policy for further information. If you continue without changing your settings, we will assume that you are happy to receive these cookies. You can change your cookie settings at any time.

For more information on which cookies we use then please refer to our Cookie Policy.