Australian Superannuation and US Tax: What You Need to Know

Australians in the U.S. or Americans in Australia who have a Superannuation account need to be very careful about the U.S. tax treatment of a Superannuation account. Such accounts are not deemed to be tax qualified U.S. retirement accounts and as such, complex and potentially costly tax treatment results. This insightful webinar will provide a comprehensive guide to help you avoid costly tax traps when it comes to your Australian retirement savings.

Key topics covered include:

• How the U.S. taxes Australian superannuation accounts

• Strategies to minimize or eliminate U.S. taxes on superannuation fund growth and distributions

• When does a Superannuation Account become a Foreign Grantor Trust

• How Self Managed Super Funds are treated by the IRS‍

Whether you are a U.S. citizen residing in Australia, an Australian resident with U.S. permanent residency, or have U.S. assets in your superannuation portfolio, this webinar is a must-attend to ensure you don't pay more than your fair share to the IRS on your hard-earned retirement nest egg.

We hope you enjoy!