The hidden capital gains tax you didn't plan for⎥Ep. 2031
APR 3, 202512 MIN
The hidden capital gains tax you didn't plan for⎥Ep. 2031
APR 3, 202512 MIN
Description
<p>In this episode, we discuss the “intention test”. </p><p>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.</p><p>You’ll learn: </p><ul><li>What the intention test is and how it actually works </li><li>Real-life examples of when it <em>does</em> and <em>doesn’t</em> apply </li><li>How to protect yourself from accidentally triggering a <a href="https://www.opespartners.co.nz/tax/capital-gains-tax-nz" target="_blank" rel="ugc noopener noreferrer">capital gains tax</a> you didn’t see coming.</li></ul><p><br /></p><p>This is a must-listen for anyone planning to hold long-term but still wanting to cash in eventually.</p><p>For more from Opes Partners:</p><ul><li><a href="https://www.opespartners.co.nz/newsletter-sign-up" rel="ugc noopener noreferrer" target="_blank">Sign up for the weekly Private Property newsletter</a></li><li><a href="https://www.instagram.com/opes_partners/" rel="ugc noopener noreferrer" target="_blank">Instagram</a></li><li><a href="https://www.tiktok.com/@opespartners" rel="ugc noopener noreferrer" target="_blank">TikTok</a></li></ul>