Super tax challenges for Australians with US income tax obligations

Jackie Shelton, Terry Hoban & Warwick Lowe explore a US case which is highlighting the need for individuals to seek tax advice before moving overseas.

An ongoing United States (US) court case involving an Australian executive working in the US has highlighted the challenges that taxpayers face in dealing with the US tax treatment of Australian superannuation funds.The caseIn Dixon vs United States of America, currently before the US District Court for the District of New Jersey, the Internal Revenue Service (IRS) has made a claim regarding a refund of taxes paid on superannuation income. The taxpayer filed tax returns which excluded income ...

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Authors: Jackie Shelton, Terry Hoban,

Published Date: 08 November 2019