However, the Fonds will not verify whether selected individuals already subscribe to Fonds shares. If you are selected, make sure your total share subscriptions do not exceed $5,000 if you want the full amount to be eligible for the 30% in tax credits.[1]
The maximum amount of share subscriptions eligible for the 30% in labour-sponsored fund tax credits is $5,000 per year, per person.[1]
The random selection enables you to combine this new opportunity to subscribe to shares through bank withdrawals with your existing share subscription via automatic bank withdrawal to reach a total of $5,000, making you eligible for tax credits in either the 2024 or 2025 tax years.
Example:
- You already contribute $200 per month via automatic bank withdrawal = $2,400
- You contribute a lump-sum amount through the random selection = $2,600
Combined annual total = $5,000