Expat Chat Episode 58 – Investment Considerations For US Based Australian Expats


Welcome to the fifty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat we continue our theme of financial considerations that US based Australian expats need to consider and talk about investment considerations that they need to make when managing their wealth.

The term Passive Foreign Investment Company (PFIC) is a phrase that many Australian expats maybe unaware of but it is crucial that they learn about it if they are looking to manage their investment and/or growth their wealth living in the United States.

The US is almost famous for their quirky tax laws when compared to other countries and the rules surrounding investment consideration are no different for Australian expats.

Whilst there maybe a number of financial and tax incentives in the US to participate in these retirement plans its important that Australian expats understand how they work, and if you are considering cashing them in when you are leaving the US, what are the considerations.

Discussion Points on Todays Podcast Episode


In this episode we run through the following topics:

  • What is a PFIC?
  • What tax considerations do Australian expats need to consider when holding PFIC’s?
  • How do you avoid the complications of holding a PFIC?
  • What is the difference between a employee benefits trust and foreign grantor trust?

Links that we discussed in this episode include:

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