Australian Superannuation Tax Lawyer

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

In Australia, every citizen is entitled to receive income in their retirement through their superannuation funds. It is similar to a 401(k), except that all employees, as well as employers, are required to contribute to the superannuation fund. Contributions to the superannuation are generally tax exempted in Australia. However, for Australians who reside in the U.S. either on a Visa, green card or even as a U.S. citizen, it is possible that your superannuation fund may be subjected to certain tax liabilities. That is why it is important that Australian expats in the U.S. hire a skilled international tax attorney 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 Australian superannuation funds. We provide sophisticated tax planning and results-driven counsel to ensure that clients receive their rightful retirement benefits.

Get in Touch with Our US Tax Superannuation Lawyer Today

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. Our Australian superannuation attorneys recommend that US citizen Australian superannuation funds should be included in your Report of Foreign Bank and Financial Accounts or FBAR. We know that this sounds like a risky proposition, but with proper and competent tax planning, your retirement benefits should be just fine.

Some of the things that an Australian superannuation tax lawyer 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. As your representation, we are committed to ensuring that you receive your rightful benefits in full and protected from any tax liabilities. If you are a US citizen with Australian superannuation, or have a Visa or green card, contact Castro & Co. for sound legal counsel backed by years of experience!

Call (888) 595-5088 to get started with your case with a free consultation.
We have multiple locations across the United States and welcome clients worldwide.


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    - Kim W.

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    - Ettore D.

  • Castro & Co. went above and beyond.

    - Ellen B.

  • Knowledgeable, up-to-date, and easy to work with.

    - Tony P.

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