How Does the U.S. Tax Australian Superannuation in 2026?

Superannuation remains one of the most complex and frequently misunderstood aspects of cross-border financial planning for Australians living in the United States and Americans residing in Australia. With no direct recognition of superannuation in the U.S. tax code and evolving IRS interpretations, staying current on how these accounts are treated for U.S. tax purposes is critical.

In this session, Ashley Murphy, CFP®, GFP Fellow, unpacked how the U.S. taxes Australian superannuation accounts in 2026, drawing on the latest IRS positions, practitioner guidance, and court rulings. We covered:

• How the U.S. classifies superannuation under U.S. tax law
• Current treatment of contributions, earnings, and withdrawals
• Key 2026 updates and policy developments affecting expats
• Strategies for minimizing double taxation and compliance pitfalls

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Whether you’re an Australian expat filing in the U.S. or a U.S. advisor helping clients with cross-border assets, this webinar will provide a clear, practical framework for navigating the U.S. tax treatment of superannuation today.

We hope you enjoy!