Strategy to obtain US Amex

[Ko0l]

I know nobody can give tax advice here - but if one were to declare US interest to the IRS with your ITIN should you also declare on AU return? I see the tax treaty should stop you paying tax twice - but seems like a big faff for a piddly amount of interest…..

It's still reported in the AU return. You just claim back any tax paid to the US as a tax offset.

 

[djchuckles]

It's still reported in the AU return. You just claim back any tax paid to the US as a tax offset.

Thank you! May be more notable as I’ve just signed up as a Fora Travel advisor and commissions are paid in USD so I’ll whack those into my US checking account

 

[N0mad]

The first insurer I tried asked for a SSN before they would give me a quote, but the second one didn't (and has taken payment/issued the policy, so I suspect they won't ask about it now). Perhaps it's not a strict requirement, or depends on where they are domiciled? BTW, happy to update the thread with who I used once I hear back from AMEX (and/or if anyone wants to know now, happy to answer by PM).



Thanks for this. I think HSBC has enhanced the Relationship Manager offering to the point where their identity is anonymous these days; but I might give the Premier number a call tomorrow and ask.

i got contacted by an RM about 1 month ago over email, my wife opened an account about 1 month after me and hasn't heard anything from anyone. I tried opening an account for her in the US and had to give them my RM's details hopefully he can sort it for her.