Jump to content
Duke & Marie

Australian Superannuation, IRS & Social Security

1 post in this topic

Recommended Posts

Hi All..


I know I’m going to have to talk with a Tax Professional about this.. and also think it’s somthing I should do sooner like before leaving Australia rather than later.. but


Can anyone explain in basic English to me the USA tax rules about my Australian superannuation? 


Im hearing that USA doesn’t fully understand our super system given it’s enforced by government but run privately either by finance companies to invest or by SMSF (SMSF is what I’m thinking to do, but worried it will again further complicate things). therefore earnings on investments, interest etc end up becoming something like foreign income... even though the government here will tax it ? True?


Im in the process of migration and really want to protect my super from being eaten up by the IRS given it is a retirement fund similar to but still not similar to your social security... I think it’s closer to 401k but don’t know for sure.


Also, what happens when I retire? I know I don’t get my social security but will share my husbands... but how is our retirement affected by my superannuation?



CR1/IR1 - USC Spousal Visa

  • Married 14 April 2018
  • I130 Package Sent 30 Sept 2018
  • NOA1 PD 5 Oct 2018 (Nebraska) 
  • NOA2 30 September 2019 🙌🙌🙌🙌🙌
  • Sent to NVC 10 October 2019
  • AOS/IV Package Submitted 15 November 2019 🤞

Share this post

Link to post
Share on other sites
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
- Back to Top -

Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
  • Create New...