My SMSF holds shares in a US based company that is listed on the ASX. I have lodged a W-8BEN-E form with the Australian based registrar of the shares in order to have my withholding tax rate reduced to 15%. Unfortunately there have been some delays with them lodging this with the IRS so some of my dividend payments have had tax deducted at a rate of 30% rather than the correct 15% rate in accordance with the double tax treaty. I contacted the registrar about how to go about getting the over payment of withholding tax refunded and they told me to contact the ATO to obtain the refund. Any ideas about how I do this?
This thread is archived and the information may not be up-to-date. You can't reply to this thread.
633 views
1 replies
Claim as foreign tax credit on tax return
All replies
Claim as foreign tax credit on tax return
Featured articles
15 Apr 2026 · 8 min read time
4 Dec 2023 · 9 min read time