15 September 2017 External T.I. 2017-0722391E5 - Investment management fees -- summary under Subparagraph (b)(i)

In 29 November 2016 CTF Roundtable Q. 5, 2016-0670801C6, CRA indicated that the payment of fees for investment management of an RRSP, RRIF or TFSA by the plan annuitant or holder typically will now be considered to be an “advantage” for Part XI.01 purposes (i.e., giving rise to a tax equal to 100% of the fee amount) but that to give the investment industry time to make the required system changes, it would defer applying this new position until January 1, 2018. CRA now stated:

We are currently considering a number of submissions from various stakeholders and will be deferring the proposed implementation date by one year to January 1, 2019.

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