CALU Special Report: Federal budget 2023
This Special Report highlights measures of greatest interest to our members and their clients from the tabling of the federal budget 2023 yesterday. We extend our thanks to Kevin Wark and Angela Ross, CALU's tax advisors, for their work in preparing this summary. (Members only) Download the report
Budget 2023 – The top three things to know
Here are the top three items of interest to CALU members from the federal government’s Budget 2023 tabled earlier today. A more detailed report on the Budget 2023 measures will be provided tomorrow. Read the document
CALU in Insurance Journal re: Parliamentarians and Finance Canada
CALU quoted in Work with parliamentarians and Finance Canada continues by Kate McCaffery on Insurance Portal. Read the article
CALU in Globe and Mail re: RRIF age threshold
CALU quoted in Federal government urged to consider raising RRIF age threshold by Irene Galea in the Globe and Mail. (Subscription required) Read the article
CALU Report – Are wealthy Canadians paying their fair share of tax?
In Budget 2022, the federal government committed to examining a new minimum tax regime to ensure that all wealthy Canadians pay their fair share of tax. The 2022 Fall Economic Statement indicated that detailed proposal and path for implementation will be released in Budget 2023, which is now set for March 28th. This CALU Report will review the existing AMT rules and discuss what changes the government might consider in light of its concerns, and in turn helps position CALU to respond to any government proposals. (Members only) Download the report
CALU in Advisor’s Edge re: Changes to RRIF rules
CALU quoted in Industry groups call for changes to RRIF rules by Rudy Mezzetta on Advisor's Edge. Read the article
CALU in Insurance Journal re: Retirement fund formulas
CALU quoted in Finance Canada asked to make retirement fund formulas more transparent by Kate McCaffery on Insurance Portal. (Subscription required) Read the article
Submission to the Department of Finance on Registered Retirement Income Funds (RRIFs) study
CALU submission to the Department of Finance on Registered Retirement Income Funds (RRIFs) study, relating to Private Member’s Motion M-45, introduced by the Hon. Kirsty Duncan, M.P. and adopted by the House of Commons in June 2022. View the submission
CALU in Investment Executive article
Investment Executive article “Budget 2023 could target wealthy Canadians, experts suggest” includes quotes from CALU Tax Advisor Kevin Wark on Budget 2023 and related topics. View the article
CALU in Insurance Journal re: Business tax and retirement fund changes
CALU quoted in Underwriters call for a thoughtful approach to business tax and retirement fund changes by Kate McCaffery on Insurance Portal. (Subscription required) Read the article
