Trading Tax Estimator
PROEstimate capital gains tax on trading profits with region-specific rules for NZ, AU, UK, and US.
CFA, CMT โ Chartered Financial Analyst & Chartered Market Technician
Former institutional trader with 15 years experience across equities, forex and derivatives. Now focused on financial education.
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About the Trading Tax Estimator
Trading tax rules vary significantly by country, holding period, and whether you are classified as an investor or a business trader.
Keep meticulous trade records throughout the year.
Tips to improve your result
- 1.
NZ: The IRD has specific guidelines on trader vs investor status.
- 2.
AU: CGT discount disappears for day trading classified as a business.
- 3.
New Zealand: Use your annual exempt amount before year-end.
- 4.
US: Track wash-sale violations carefully.