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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.
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. He is the founder and Principal of Arete Wealth Strategists Australia, a fee-only, SEC Registered Investment Advisor providing financial planning and investment management firm for Australian/American expatriates in the United States and Australia. Ashley is also the Co-founder and Executive Director of the Global Financial Planning (GFP) Institute. The GFP Institute provides community, tools, and education for fiduciary financial advisors working with clients whose financial lives cross borders.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
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, will unpack how the U.S. taxes Australian superannuation accounts in 2026, drawing on the latest IRS positions, practitioner guidance, and court rulings. We’ll cover:
- 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
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 can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all American Australian expats, not just clients of Arete.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.