Industry & retail super
Underlying unlisted property and infrastructure investments are PFICs. We surface the line items in your member statement.
Convention 1982 · IRS x ATOSuper isn't tax-free to the IRS either.
Super isn't tax-free to the IRS either.
We classify your AustralianSuper holdings and file Form 8621 per fund.
Australia-US Convention 1982 + 2001 Protocol covers dividends, interest, super, and capital gains. Australian Superannuation funds are typically treated as foreign grantor trusts by the IRS — we attach the right disclosure.
No payment until you e-file · Free PFIC scan · IRS-compliant Forms 8621 / 8938 / FBAR / 1116 / 8833
What we handle for Australia residents
The three things that bite Australia-based US citizens.
Franking credits
Imputation credits don't translate to the IRS — but the underlying corporate tax counts on Form 1116. We split it cleanly.
CGT discount mismatch
ATO's 50% CGT discount has no US equivalent. We compute the IRS basis separately and flag where the bracket differs.
Other treaty desks
Same workflow, different bilateral convention.
Atamatax · run your Australia return
Free draft. Pay only to e-file.
Scan your brokerage, see your PFIC count, review the forms we'd file with the right Australia treaty positions attached. You only pay when (and if) you submit.
What you walk out with
- · Form 1040 + schedules B, D, 1, 2, 3
- · One Form 8621 per PFIC (up to 25 per return)
- · Form 8938 (FATCA) when thresholds hit
- · FinCEN 114 (FBAR) auto-generated and filed
- · Form 1116 with Australia tax credit allocated
- · Form 8833 when you take a treaty position