24 October 1990 Internal T.I. F3797 F - Arriving Immigrant Setting Up Non-resident Discretionary Trust Funded with a Loan

By services, 18 January, 2022
Official title
Arriving Immigrant Setting Up Non-resident Discretionary Trust Funded with a Loan
Language
French
CRA tags
n/a
Document number
Citation name
F3797
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
632268
Extra import data
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"field_external_guid": [],
"field_proprietary_citation": [],
"field_release_date_new": "1990-10-24 08:00:00",
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Main text
October 24, 1990
24(1) C. Dubé
  957-2065
Attention: 19(1) F-3797

Dear Sir:

Re:  Clause 31(8) Technical Amendments - Income Tax Act Draft Legislation - July 13, 1990

This is in reply to your letter dated July 19, 1990 wherein you requested our confirmation of your understanding on the above subject matter in a situation where an arriving immigrant sets up a non-resident discretionary trust and funds the trust with a loan. Under this arrangement the immigrant is the settlor/lender and also a discretionary capital beneficiary of the trust.

You also wanted to know if we were aware of any intention on the part of the Department of Finance to provide a change to the Income Tax Act on this matter.

We agree with you that the proposed clause 31(8) does not provide the solution that you were looking for.

Your second concern relates to a matter of tax policy and we have taken the liberty of forwarding a copy of our letter to Ms. C. Muirhead, of the Department of Finance to whom you sent a copy of your letter, in order that she might deal with you directly on this issue.

We trust the above action meets with your approval.

Yours sincerely,

R.G. D'AurelioDirectorCurrent Amendments andRegulations Division