Australian Superannuation Exempt in U.S.

How Australian Superannuation Funds are Treated in the U.S.

In Australia, every employed individual is entitled to receive the 9.5% Superannuation Guarantee. Self-employed individuals typically set up a Self-Managed Superannuation Funds. Whether a standard industry fund or an SMSF, they’re treated the same under the U.S.-Australia Income Tax Treaty since superannuation funds are really privatized social security accounts.

Australians who reside in the U.S. either on a Visa, green card, or even as a U.S. citizen, is subject to U.S. federal income tax unless and until you properly claim the benefits of the U.S..-Australia Income Tax Treaty to exempt it. That is why it is important that Australian expats in the U.S. hirea skilled international tax attorneys to shield their superannuation fund from tax penalties and interests.

At Castro & Co., we are highly recommended by countless tax firms in Australia to help their clients who are confronted with tax issues concerning exposure to U.S. tax with regard to their Australian superannuation funds. We provide sophisticated tax planning and results-driven counsel to ensure that clients receive their rightful retirement benefits tax-free.

Get in Touch with Our US International Attorneys

Get in Touch with Our US International Attorneys

Since Australian superannuation is a retirement benefit and there is no way for individuals to access the money until they reach retirement age, many Australian expats in the country assume that the U.S. government should have no concern over it.

Some of the things that International Tax Attorneys can do for you include:

  • Provide you with a Tax Opinion that can effectively shield you from tax penalties and interest
  • Prepare your tax return as well as your IRS Form 8833
  • Help you understand your rights by addressing all questions and concerns
  • Represent you in case of an IRS audit

Our firm is focused on giving you peace of mind and the end result that you are looking for. We are committed to ensuring that you receive your rightful benefits in-full and protected from any tax liabilities. If you are a US taxpayer with Australian superannuation, contact Castro & Co. for sound legal counsel backed by years of experience!

Call (833) 227-8761 for a free consultation.
We have multiple locations across the United States and welcome clients worldwide.


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