Global Mo-BEE-lity of super

  • Presentations, Technical Resource
  • Setup and management

National Conference 2023

With our global workforce, and particularly many people being trapped in Australia or overseas due to COVID, their superannuation position across multiple jurisdictions has become an increased area of practice. Where international pension / superannuation systems are not all created equal, and having different taxation considerations, we will provide some insight and guidance in this session regarding:
 
  • Transferring money from foreign super onshore
  • Transferring money from Australian super offshore
  • Foreign superannuation fund considerations
  • Foreign trust considerations
  • The latest on the SMSF residency considerations post 2021/2022 Budget announcements
  • SMSF and the IRS – what do you need to know?
  • SMSF with ROPS status – what are the reporting obligations?
  • Applicable Fund Earning calculations and considerations
  • How divorce might impact overseas pension schemes.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association