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The Voice of Canada’s Investment Funds Industry

Taxation

Tax policy, as it applies both to investment funds and individual investors, is an important area of IFIC comment and advice.

IFIC works with its members to develop positions on tax policy and technical issues for submission to federal and provincial governments in Canada. We serve as a resource for tax officials seeking to better understand the impact on the fund industry and investors of specific tax proposals.



Documents

2008
Submission to Provincial Government (Finance Canada) - Request to Allow for Beneficial Designations for TFSAs (September 22, 2008)

Submission to Federal Government (Finance Canada) - Request for Relief from Alternative Minimum Tax (AMT) for Unit Trusts (September 18, 2008)

Submission to Federal Government (Finance Canada) - Change to Taxation Year-Ends for Unit Trusts (August 29, 2008)

Submission to Federal Government (Finance Canada) - Treatment of Imported and Exported Financial Advisory Services (July 15, 2008)

Submission to Federal Government (Finance Canada) - Article 44(8) of Bill C-10 - Proposed Amendments to Paragraph 248(3) of the Income Tax Act (July 3, 2008)

Article 44(8) du projet de loi C-10 – Modifications proposées au paragraphe 248(3) de la Loi de l’impôt sur le revenu (L.I.R.) (3 juillet 2008)

Submission to Federal Government (Finance Canada) - Request for Amendments to TFSA Legislation (April 24, 2008)

Submission to Federal Government (Finance Canada) - Reduce RRIF Minimum Factors - Section 7308 (April 15, 2008)

Submission to Federal Government (Finance Canada) - Bill C-12 Amendments (February 4, 2008)

2007
Submission to Federal Government (Finance Canada) - Alternative Minimum Tax Calculation for Unit Trusts (November 14, 2007)