13 February 2014

Investment commentary (February 2014)

  Market Matters JANUARY 2014 HIGHLIGHTS      Financial markets performed more spins and turns than a Russian ballet in January. Few market watchers anticipated such a start to 2014: O    Best January since 2008 for bond markets. O    Worst January since 2010 for equity markets. O    The gold price, having been pounded down for more than a year […]

11 February 2014
Tax and Planning

2014 federal budget highlights

The federal government announced its annual budget February 11. Here are the budget highlights: Taxation of trusts and estates Deemed estate donations to charities Immigration trusts Strengthening “kiddie tax” rules Pension transfer limits Contributions to an amateur athlete trust Intergenerational rollover and lifetime capital gains exemption for farming and fishing property Update on automatic exchange of […]