Income Trusts

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Planning for 2011 and Beyond (Updated to include SIFT conversion rules)

All income trusts have some decisions to make between now and 2011. Any transaction will require substantial planning and thought. And, in light of the needed resources, it is important that trustees and management fully consider all of the issues.

Our publication Income Trusts: Planning for 2011 and Beyond is designed to help trustees and managers with the decision-making process by summarizing the key business, strategic and tax issues facing income trusts and evaluating the available options. This updated report also includes the impact of the SIFT conversion rules on various trusts.

Each issue raised in this publication will affect trusts differently depending on their situation. Thanks to these differences, it’s important that income trust investors and managers carefully consider their strategic options before making final decisions. Download the PDF  to learn more.

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Planning for 2011 and beyond (451 KB) Download the full PDF report.