11 July 1989 Internal T.I. 58169 F - Units of Qualified Trust as Qualified Investments for RRSP

By services, 18 January, 2022
Official title
Units of Qualified Trust as Qualified Investments for RRSP
Language
French
CRA tags
259(3), 259(2), 259(1)(c)
Document number
Citation name
58169
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
629901
Extra import data
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"field_external_guid": [],
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"field_release_date_new": "1989-07-11 08:00:00",
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Main text
19(1) Your File No. 4-1118
  Our File No. 5-8169
  A.B. Adler
  (613) 957-8962

July 11, 1989

Dear Sirs:

This is in reply to your letter of May 26, 1989 concerning a qualified trust and the eligibility of its units for treatment as qualified investments for an RRSP.

We are to assume the following:

(a)     Trust A is a qualified trust as defined in subsection 259(3) of the Income Tax Act (Act).

(b)     Trust A exclusively holds investments that are qualified investments for RRSP purposes (such as arm's length mortgages).

(c)     The trustee of Trust A makes the election provided for in subsection 259(2) of the Act.

You requested our views whether in these circumstances the units of Trust A will be qualified investments for an RRSP when they are acquired by interested persons.

In our view an RRSP trust (Trust B) that acquires units in Trust A will hold an undivided interest in each property of Trust A determined by reference to the number of units of Trust A held by Trust B at the relevant time is of the number of units of Trust A that are outstanding at that time.  Further, such interest in Trust A's property will be qualified investments for RRSP purposes from the time of acquisition thereof in accordance with the rules in paragraph 259(1)(c) of the Act.

We trust that our comments are sufficient for your purposes.

Yours truly,

for DirectorFinancial Industries DivisionRulings Directorate