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At Mackenzie we understand the importance of tax
and estate planning to investors. That's why our Tax & Estate Services
department has designed this resource centre to provide information to help
you minimize the taxes you pay and plan your financial affairs in the way
that works best for you.
You will find information regarding the tax treatment of mutual fund investments,
step-by-step guidelines to assist you in preparing your tax returns, easy-to-use
investment calculators, ways to reduce and defer tax exposure through our
Capital Class funds, and commonly asked questions from other investors.
The information contained on this website is intended to help you work with
your financial advisor to put strategies in place that meet your specific
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PLANNING RESOURCES |
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Thinking about death and putting off planning your estate
– one is difficult and the other is very easy. Together, if they remain
ignored, the two can combine to create a sticky situation for you and your
beneficiaries.
Use our 5-step process to get you started on your plan, then work with your
advisor to put your plan in action. |
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| Use this brochure to learn how Mackenzie Capital Class
can help you reduce the tax you pay on income from your non-registered investments.
See how Mackenzie Sentinel Managed Yield and Mackenzie Sentinel Managed
Return Capital Class Funds can give you added flexibility in tax planning. |
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| Looking for a way to generate tax-efficient income? This
brochure can help you. Understand how Mackenzie T-Series mutual funds combine
non-taxable return of capital with specified taxable income to provide you
with a steady income stream. The charts illustrate hypothetical T-Series
examples to help you plan for your future income needs. |
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| Do you understand how to file the tax slips you receive
from your mutual fund investments? The Mackenzie Mutual Fund Tax Guide provides
you with a summary of tax information designed to help you prepare your
annual tax return. |
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| Does investing in an RRSP still make sense? This one-page
summary gives you the facts. |
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| One of the easiest ways for families to reduce taxes is
through properly structured income splitting, that is, shifting income from
a family member in a high tax bracket to those who pay a lower rate of tax.
This brochure shows you how income-splitting can leave your family with
more funds available for other financial planning goals. |
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| Common questions and answers about taxation and estate
related issues. |
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| Commissions, trailing commissions,
management fees, and expenses may be associated with mutual fund investments.
Please read the prospectus before investing. Mutual funds are not guaranteed,
their values change frequently and past performance may not be repeated.
This should not be construed to be legal or tax advice, as each client's
situation is different. Please consult your own legal and tax advisor.
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