ACBW Investment & Migration Forum

ACBW Investment & Migration Forum

8:30AM – 12:00PM
Tues 21th Nov 2017, Rydges World Square Sydney

Forum Moderator
Lily Huang
Vice President – Business Partnerships Banking Wealth Management

With the aim to attract inbound investment from China into Australian private companies and business migration to Australia, the Investment & Migration Forum is a platform for recent Chinese migrants and those seeking permanency in Australia to explore investment opportunities, taxation and other policies impacting their investments as well as expert tips for managing and growing their wealth in Australia.

This function is in Mandarin

ACBW Investment & Migration Forum (Mandarin)


Registration & Networking


Welcome by Ray Evans – chairman of ABF Forum, introduce Lily Huang – Vice President – Business Partnerships Banking Wealth Management, Citibank


Current Issues, Trends and Opportunities in Australia’s Financial and Investment Environment

David Zammit
Head of Banking and Wealth Management Distribution, Citibank


Australia’s Foreign Investment Reforms

As the government’s principal tax and superannuation administration, the Australian Taxation Office (ATO) contributes to the economic and social wellbeing of Australians by fostering willing participation in our tax and superannuation systems. The ATO is also responsible for administering the foreign investment rules for residential real estate, some commercial investments and land registers of foreign ownership. Speak with our experts about the foreign investment rules and what that means for you and your business including valuable insights into the practical requirements for obtaining foreign investment approval.

Libby Haydon
Acting Director, ATO


Panel Discussion:
What Budget 2017 Means to Me as a Foreign or Temporary Resident Property Investor?

Janya Eighani
Partner, Lehman Walsh Lawyers

Sheldon Mak
Partner, Addsum
Lily Ong
Principal, Lily Ong Solicitor



Australia, the lucky country!


Monika Tu, Founder and Director of Black Diamondz Group International shares industry insights on the investment and luxury property market.

Monika Tu
Managing Director, Black Diamondz Group


Morning Tea


Panel Discussion:
Investment Opportunities, Considerations and Strategy

With the rising awareness of risk management, Chinese HNWIs and investors tend to diversify their investment portfolio, as a tool to control the risks and grow their wealth. The panel of investment experts will seek to inform the audience of:

• The growth sectors in Victoria/NSW and government support for foreign investments
• Current opportunities and wealth building and preservation products in the market
• Cross-border financial and wealth management solutions.

Conan Wu
Head of Business Development - Victoria, Goldmate Group

David Zammit
Head of Banking and Wealth Management Distribution, Citibank
Stella Li
Director, Grei Holdings

Janya Eighani
Principal Lawyer, Lehman Walsh Lawyers


Key Considerations to Assist with the Planning of Your Investment Growth and Business Expansion into Australia

When considering an investment opportunity in Australia, there are a range of considerations to take into account at the outset to avoid any issues or delays and ensuring you proceed with the most appropriate business structure

制订您在澳洲的生意发展战略时应该注意的重要事项 (当您考虑在澳洲的投资时,为了避免以后可能发生的问题或者延误,您在最开始时应该要考虑的一系列事项以及确保您用最适当的生意结构)

Sheldon Mak
Partner, Addsum
Jack Zhang
Partner, Addsum


Panel Discussion:
Business Migration Updates & Strategy

To help you plan your business migration strategy, our panelists representing state government, migration and financial advisors will provide:
• Current updates on the Business Innovation and Investment visas including 188 and 888 pathways, and the Significant Business Talent Visa
• State government representative will share her experience in fostering relationships between entrepreneurs and investors from China to create new Australian ventures in a range of fields consumer healthcare and wellness, high value agribusiness and financial services
• An overview of venture capital limited partnership (VCLP) fund structures and funding agreements as they relate to both the entrepreneur visa streams

Gerard Robb
Chief Operations Officer, Future AMI China

Sheldon Mak
Partner, Addsum
Alex Kaufman
Head of Migration, FCB Smart Visa

Disclaimer: Please kindly note that this program is for reference purpose only and may be subject to change on the day of the event. Australian Business Forum reserves the right to change and amend the program accordingly.