Australian Superannuation Funds

Protecting Your Retirement Benefits from U.S. Taxation

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.

For more information about how the experienced international tax lawyers at Castro & Co. can help, contact us at (888) 595-5088.

Get in Touch with Our Tax Law Firm 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. However, 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.

If you have an Australian superannuation fund, we recommend that you reach out to Castro & Co. as soon as you can.

Some of the things that our 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 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.

Give us a call at (888) 595-5088 to get started with your case with a free consultation. Our tax law firms in Washington DC, Miami, Dallas, and Orlando welcome clients worldwide.

Recommended Reading:


  • They Can Certainly Deliver

    - North American Society of Tax Advisors

  • Castro & Co Have Helped Many Of Our Clients

    - Israeli Chamber of Commerce in Shanghai

  • Highly Recommend Castro & Co

    - Chinese Manufacturers Association

Leave Your International Matters to Castro & Co.

    • Please enter your name.
    • Please enter your phone number.
    • This isn't a valid email address.
      Please enter your email address.
    • Please make a selection.
    • Please enter a message.
Get Started Today


  • Washington DC

    The Bethesda Office Building 1701 Pennsylvania Ave NW, Suite 300 Washington DC, 20006

  • Miami

    The Bank of America Tower 701 Brickell Ave, Suite 1550 Miami FL, 33131

  • Dallas

    The North Galleria Tower 13155 Noel Road, Suite 900 Dallas TX, 75240

  • Orlando

    The North Plaza Tower 121 South Orange Ave, Suite 1500 Orlando, Florida 32801