Is SMSF covered by tax treaty between Australia and US?

 Author: knaresbro(Devotee)Devotee

25 Apr 2026

Some more information would be useful, please, @Xing , but it might be far better if you sought advice from a tax professional (or two) familiar with IRS and ATO obligations.

• Are you (still) an Australin resident for tax purposes?
• Are you a US citizen and therefore also obliged to complete IRS returns?
• If both, where do you reside as this may affect which jurisdiction has first rights to taxes?
• Has you SMSF invested in Australian funds holding US assets or in US assets directly?
• If you have dual tax residency, have you considered that you may need to determine CGT separately for each country given the rules are quite different?

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