Thanks PK,
I believe your ideas and opinions help.
1. I was getting ready to contact Castro and Company ie John Anthony Castro since his video was compelling .
Assuming he is the author of the journal article above ( https://scholars.law.unlv.edu/nljforum/vol2/iss1/6/ ) , I am not sure I can take anything from it since he seems to be in trouble with the IRS assuming it is the same John A Castro ?
2. I like the idea of calling Superannuation as a Social Security equivalent that via the Treaty is only taxed in the country of origin but there seems a catch with the "Saving Clause" where the IRS could ignore the Treaty with Australia. Having said that I, am in no position as a non-lawyer to defend any interpretations I may have .
3. There seems some work on Treaty changes / fixes to address Australian Superannuation I found here...... https://fixthetaxtreaty.org/ but its going to take too long me and it may never happen.
4. Your idea of filing an Australian Tax return is new.... I haven't filed one for say 25+ years and it would give the Australian tax folks a chance to tax the Superannuation , but to my knowledge the distributions are not subject to Australian tax.
I think I will have to "punt" since I don't have the expertise to handle this and the penalties for a miss step seem way high. If I can find a tax firm who are confident about how this is handled for the IRS to be satisfied , I think I will just pay the money as a way to protect myself.
Thanks for all the help from you and Opus 17, I appreciate it ... Bob.
