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Review our numerous papers and blogs relating to U.S. – Australian Tax, trusts, structuring, and estate planning.

U.S. Taxation of Australian Retirement Accounts - A Policy Perspective

By Renuka Somers, Somers Tax Law, PLLC, New York

©2024. Published in Tax Times, Vol. 43 No. 2, Winter-Spring 2024, by the American Bar Association. Reproduced with permission. All rights reserved. This information or any portion thereof may not be copied or disseminated in any form or by any means or stored in an electronic database or retrieval system without the express written consent of the American Bar Association or the copyright holder.

Part 1: U.S.–Australia Tax and Estate Planning - “Big Picture” Considerations

By Renuka Somers, Somers Tax Law, PLLC, New York

This paper can be accessed in The Tax Specialist | Vol 29(2), October 2025. It provides a comprehensive examination of the principal tax issues that affect individuals, families, and advisers operating between the United States and Australia.

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