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Taxation

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

SIMA 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

2010
Submission to Provincial Government (Ontario Finance) - Opposition to Potential Retroactive Legislation regarding Ontario Capital Gains (February 17, 2010)

2009
Submission to Federal Government (CRA) - Deferred Sales Charge (DSC) Rebates Made to a Tax-Free Savings Account (TFSA) (November 20, 2009)

Submission to U.S. Government - Foreign Account Tax Compliance Act, 2009 (November 19, 2009)

Submission to Federal Government (Finance Canada) - Unit Trust Year-end (November 5, 2009)

Submission to Federal Government (Finance Canada) - Alternate Minimum Tax (AMT) on Unit Trusts (November 5, 2009)

Submission to Federal Government (Finance Canada) - Improvements to Tax Treatment of International Taxation Matters (FIE-NRT) and Imported-Exported Services (May 29, 2009)

Submission to Federal Government (Canada Revenue Agency ) - Technical Interpretation Request on Deferred Sales Charge Rebate Made to a TFSA (February 13, 2009)

L’industrie des fonds d’investissement, partie prenante des marchés des capitaux (le 23 janvier, 2009)

Submission to Federal Government (Finance Canada) - Federal TFSA Ads and Request for Finance Website Changes (January 22, 2009)

2008
Submission to Federal Government (Finance Canada) - Request for Details on RDSP Challenges and Proposed Solutions (December 1, 2008)


TCR podcast featuring Arnie Hochman, David Lewis and Steve Braugiroux. Watch it now!

Canada’s Retirement Puzzle: Why Private Savings Must be at the Centre of Reform

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