In this episode, we discuss the “intention test”.
It's a sneaky tax rule that could still land you with a surprise bill from the IRD, even if you’ve owned your investment for decades.
You’ll learn:
What the intention test is and how it actually works
Real-life examples of when it does and doesn’t apply
How to protect yourself from accidentally triggering a capital gains tax you didn’t see coming.
This is a must-listen for anyone planning to hold long-term but still wanting to cash in eventually.
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