Important Dates

FEBRUARY – UNIT CERTIFICATES
  • Ccertificates for new partnerships are issued
  • New certificates resulting from transfers, etc. are issued
  • Unit certificates are your proof of ownership
  • Keep them with other important papers relating to your estate

 

MARCH – INCOME TAX INFORMATION
  • T5013 FORMS will be mailed out on or before MARCH 31
  • A T5013 will be issued every year, even if the partnership has no income or loss
  • Partnership financial statements and annual reports will accompany your T5013

 

APRIL – ANNUAL MEETINGS
  • Time, date, and place for each partnership is announced in the annual report

 

MAY / JUNE – DISTRIBUTION CHEQUES
  • Spring distribution cheques will be issued, if applicable
  • These are the annual distributions or the balance thereof

 

JUNE – FINANCING PAYMENTS
  • Billings for principal and, if applicable, interest are issued
  • Due date for loan payments is June 30

 

SEPTEMBER / OCTOBER – MID-YEAR REPORTS
  • A brief update on activity since the annual report
  • These reports are discretionary

 

OCTOBER / NOVEMBER – DISTRIBUTION CHEQUES
  • Fall distribution cheques will be issued, if applicable
  • These are interim distributions, usually half of the anticipated annual distribution

 

DECEMBER – FINANCING INTEREST PAYMENTS
  • Billings for interest are issued, if applicable
  • Due date for interest payments is on or before December 31