2007

December

• Accounting Firm Deloitte Suggests Income Trust Rules a Mistake

June

• Trust Tax Bill C-52 Passes into Law

April

• Opposition Party Proposes Canadian-friendly Tax Policy

• Tax Policy Triggers Canadian Tax Revenue Loss

February

• Finance Report Recognizes Trust Tax Problem

• Open Letter to Liberal Finance Critic

• Political Alternative to Income Trust Tax

January

• Finance Committee Preliminary Hearings on Income Trusts

• iTrust Institute Cautions Against Misleading Reports in Finance Hearings

• Request to Brief Committee in Public Hearings

April

• Liberal Party Looks to Remedy Conservative Tax Policies

February

• Hearings Show Department Estimates of Tax Loss Problematic

January

• New Group to Represent Retired Income Investors

• Professional Investors Assembling Position for Finance Committee Brief

• Finance Committee Votes for Informative Review of Trust Policy

• Research Finds No Factual Basis to Tax Trusts

• Fund Managers Holding Trusts Launch Investor Lobby Group

• Competitiveness of Canadian Financial Markets Hurt by Government Tax on Trusts

2006

December

• Report: Energy Trusts Integral to Canadian Oil and Gas Industry

• Department of Finance Reopens Door to Growth of Trusts with Limits

• Breach of Trust Article Published by Advocis for Financial Advisors

• Professional Engineer Writes: The Reason for Income Trusts

• Two New Professional Studies Oppose Government Arguments to Kill Trusts

November

• Bloc Quebecois Party Finance Critic Calls for Extension of Tax Grace Period on Partnerships

• New Position from Over 50’s Organization

• Trusts and Investors React to New Taxes

• New Tax on Income Trusts Made into Law

• Minister of Finance using Taxes as Political Lever?

• Canada Pension Plan Investment Board Backs Tax on Trusts

October

• Canadian Government Decision to Tax Trust Owners

• Analysts See Tax Gains from Large-cap Trust Conversion

• Expert Contemplates Trusts as Political Pawns

• Push to Boost Trusts’ Image - CAIF

• Canada Pension Plan Turns Positive with Trusts

• Tax Concerns as BCE to Join Maturing Trust Market

• BCE - Size Matters and the Trust Market

• Trust Market Strengthened by Challenge & Public Consideration

• Learning in 2006 Since Formal Review of Income Trust Taxation

• BCE - Real Taxing Concerns

September

• Rules Coming for Distributable Cash

June

• Policy Questions & Renewed Focus on Trusts

April

• Tax Battle Emerging?

March

• Ontario Budget Disappointing Equity Owners on Dividend Tax?

• Advisors Warn Tax Policy Threat Not Dead

February

• Regulators Look to Improve Trust Reporting Practices

• Trusts View of Policy Impact & Needs

• Trade Associations Say Trust Governance Good

• Tax Policy Promises at Risk?

January

• Speculators & Wealthy Offered Help by Conservative Policy

• S&P Reports Need for Accounting Standards

• Confirmation of Conservative Stance on Trust Tax

• Tax Policy Talk Slowed But Didn't Kill Supply of Trust IPOs

2005

December

• Trust Tax Issue Not Finished According to CD Howe Institute

• Trust Investors' Perspective Goes on Record

November

• Completion of Finance Consultation

• Government Announcements Lined Insiders' Pockets?

• Investors Saved from Policy Reform for the Moment

• Stephen Harper Answers the Trust Investor

• Make Discussions of Policy Truly Informative

• Changing Timelines for Consultation Paper

• Fast Move on Policy?

October

• Trusts Stand Up to Voice Concerns

• Possible Change in Way Investment Dealers Self-Regulate

• Canaccord Calls on Investors to Call MPs

• Alberta Tax on Oil and Gas Producers?

• Trusts Included in Annual Governance Survey

• S&P to Continue with Trust Inclusion Despite Ottawa

September

• Most Trust Holdings in Retirement Accounts