Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts

For Australian residents with U.S. tax obligations, navigating the complex web of U.S. tax rules surrounding superannuation accounts can be a minefield. This insightful webinar provides a comprehensive guide to help you avoid costly tax traps when it comes to your Australian retirement savings.

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP Fellow reviewed:

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.

I hope you enjoy!

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Ready to work with us? Get started today: https://www.arete-wa.com/get-started

Check out our case studies:

American business owner living in Australia: https://www.arete-wa.com/case-study/1

High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2

American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3

About Arete Wealth Strategists:

Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way.

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Areté Wealth Strategists Australia

@aretewealthstrategistsAU