Meng Lee

Partner
Melbourne

Legal Expertise

Expertise

Over the course of Meng’s career, he has built up extensive taxation and private equity experience with a focus on the impact investing and social finance space. His speciality is taxation and revenue law, fund formation and structuring, as well as negotiating and advising on both onshore and offshore public private partnerships.

Meng represents a diverse range of clients including family offices, alternative finance, financial services and investment firms, charities and NGOs.

Experience

  • Advising stakeholders on onshore/offshore fund structures for public private partnerships involving investment firms, commercial banks, Australian Government agencies and United Nations agencies

  • Advising impact investment firms with an onshore/offshore investment mandate on fund structuring, investment/disclosure documents and distribution arrangements

  • Structuring of corporate-sponsored social benefit funds and advising on DGR, income tax exemption and distribution issues

  • Advising on investment management and power of attorney documents for a wholesale fund (approximately $2.5 billion in assets under management).

PRO BONO AND COMMUNITY WORK

  • SHIFT, a financial inclusion development program operated by the United Nations Capital Development Fund in partnership with the Australian Government, which seeks to develop and encourage financial inclusive practices in frontier markets in the ASEAN region.

  • Commercialisation ideas roundtable as part of the Australian Government’s Entrepreneurs’ Infrastructure Programme, which seeks to improve the competitiveness of SMEs.

  • The Australian Government’s post-implementation review of Division 7A, in participation with Treasury and the Board of Taxation.

Memberships and Associations

  • Law Institute of Victoria – Member of the Taxation and Revenue Committee and Chair of the Tax Discussion Group

Qualifications

  • Bachelor of Laws (the University of Melbourne)
  • Bachelor of Commerce (the University of Melbourne)

Jurisdictions Admitted to Practice

  • Victoria

“Understanding my clients’ goals and their value proposition allows me to both identify what strategic partnerships would suit them and to provide practical, commercial solutions.”