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Super Pitfalls: US Tax Treatment of Australian Superannuation
Join our webinar and learn how to avoid costly tax pitfalls related to your retirement savings.
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.
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 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.