Australian superannuation & US tax & estate planning considerations

We are delighted to invite you to a very special presentation and happy hour on November 11 in Sydney, Australia.

Marsha Laine Dungog, Partner, Wealth Planning & Tax, Withers (San Francisco) and David Laanemaa, Director, Bentleys NSW will present on US international tax and estate planning considerations for individuals and families based in the US and Australia who maintain a globally mobile lifestyle, moving back and forth between the two countries. This will include a discussion of common US tax traps and pitfalls involving US-based investments, retirement and pension arrangements, estate plans and provide practical tips and resources for Australian based advisors to identify potential issues that could arise.

“US tax law fails to recognize Australian superannuation as a legitimate pension vehicle, resulting in double taxation, complex reporting, and outdated treatment that hinders fair cross-border retirement savings.”

Key topics covered will include:

• Australian Superannuation from a US tax perspective – what to do before you move to the US or back to Australia
• US Retirement and Pension Plans – what they are and how can they be managed once you move back to Australia?
• US Trusts and Estate – common US estate planning documents, structures and taxing points
• Renunciation of US Citizenship or Abandonment of US lawful Permanent
• Resident Status (AKA green card) - current developments for Australian and Americans living outside the US

Refreshments will be served after the presentation and we will provide you with an opportunity to mix, mingle, and discuss the topics in more detail - please join us.

Withers and Bentleys have launched an international alliance to offer clients legal and accounting advice on their business, personal and charitable affairs around the world. Find out more.

About the presenters

Marsha Laine Dungog is an international tax and estate planning partner at Withers based in San Francisco, California.  Marsha has over 25 years of experience advising HNW individuals, family office, founders and funds with international tax risks to address, providing cross-border tax solutions that streamline everyday affairs and succession planning for globally mobile families, expanding multinational operations, and US expats worldwide.  VIEW PROFILE

David Laanemaa is an experienced business services director at Bentleys; David has local and international experience on tax and cross-border matters.   As a private clients and tax specialist with a focus on cross border matters between Australia and the United States of America. David specialises in providing individuals, professionals and business groups with business and tax driven solutions on cross-border and local matters. VIEW PROFILE