16 June 2014 STEP Roundtable Q. 11, 2014-0529831C6 - STEP - Q 11- Immigration trust exemption -- summary under Resident Contributor

A new immigrant to Canada, who previously had, many years ago, established a foreign trust, becomes resident on August 1, 2015. The foreign trust would be deemed Canadian resident as of January 1, 2015. Agreed? CRA stated:

.…Paragraph 94(3)(a) generally provides that if at a specified time in a non-resident trust's taxation year, there is a resident contributor to the trust, or a resident beneficiary under the trust, the trust is deemed resident in Canada throughout the taxation year for the purposes listed in subparagraphs (i) through (x). Note that paragraph 94(4)(d) provides that the application of paragraph 94(3)(a) does not deem the trust to be resident in Canada for the purpose of applying subsection 128.1(1).

Given that the immigrant settled property on the trust, he or she will be a "contributor" to the trust, as defined in subsection 94(1). …[U]pon becoming resident in Canada on August 1, 2015, the immigrant would be a "resident contributor" to the trust… . Accordingly, the trust will be deemed resident in Canada from January 1, 2015.

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