LEAGUE Financial Partners

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YOUR TAX SLIPS ARE COMING!

Thursday, February 17, 2011

 

Dear Member-Partners,

Tax season is here again and some of you may have questions surrounding what tax slips you can expect to receive for the 2010 tax year and when you may expect to receive them.

Here is some general information that may be helpful:

You should expect to receive a T5 – Statement of Investment Income if you have received interest (rather than Distribution) payments. If this is the case, your T5 will be mailed to you by February 28, 2011.

You’ll only receive a T3 – Statement of Trust Income Allocations and Designations if you were a non-registered IGW REIT investor in 2010. The T3s will be sent to by no later than March 31, 2011. Owing to the length of time needed to prepare the T3 with the information from the REIT’s completed financial statements, you can submit a tax return without a T3, but you’ll also need to complete a T1 Adjustment if you do so.

You’ll only receive a T5013 – Statement of Partnership Income if you’ve invested in our Limited Partnerships. The T5013s will be sent out by March 31, 2011.

Olympia Trust issue official receipts for RSP contributions made during the first 60 days of 2011 in the second week of March 2011. It will issue official receipts for the RSP contributions made during the balance of 2010 in the second week of January 2011.

Olympia Trust will also issue T4RIFs and T4RSPs for RIF and RSP withdrawals on February 28, 2011.

The table below lists the tax receipts and the dates when they will be sent out. Please note that you will only receive the tax slips specific to your investments.

Tax Receipt Table

For more information, please contact your Member Services Manager.

Warmest regards,

Emanuel F. Arruda

Emanuel F. Arruda
Founding Partner
The LEAGUE Group of Companies





                                                                                                   
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LEAGUE: Delivering Intergenerational Wealth™

LEAGUE Investment Services Inc. commenced operations in September 2010 when it became an Exempt Market Dealer, registered in all Canadian jurisdictions across Canada. LEAGUE's mandate is to provide its 3,200 investor Member-Partners access to institutional style investments.

Founded in 2005, LEAGUE Financial Partners, has rapidly evolved into one of Canada's fastest growing real estate asset managers with over $1 billion in assets under management. This includes the IGW REIT, a $300 million Real Estate Investment Trust, comprised of a portfolio of Canadian commercial, industrial and residential properties and the $410-million Partners REIT (TSX: PAR.UN), an open-end real estate investment trust focused on acquiring and managing a portfolio of retail and mixed-use retail community and neighbourhood centres. LEAGUE Financial Partners. is also involved in a number of individual Limited Partnerships ranging from office buildings to Big Box retail power centres.

LEAGUE Financial Partners. finds, acquires, improves and operates investment properties on behalf of LEAGUE Investment Services Inc.’s more than 3,200 Member-Partner investors. This continuing growth and the exceptional performance of LEAGUE's investments are directly attributable to the values LEAGUE espouses in its corporate credo. For we at LEAGUE hold in highest regard the qualities of honour, friendship, and co-operation with our Member-Partners in the pursuit of our common goals. LEAGUE also donates five per cent of its profits to philanthropic causes.
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