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Checklist

Bare Trust Filing Checklist

A 3-phase guide to identify bare trusts under Canada's reporting rules, including exemptions, 5% penalty calculations, and required T3/Schedule 15 filings.

Checklist

Bare Trust Filing Checklist

The Advisors Table

Checklist

Bare Trust Filing Checklist

A 3-phase guide to identify bare trusts under Canada's reporting rules, including exemptions, 5% penalty calculations, and required T3/Schedule 15 filings.

What's inside

  • Identify every bare-trust arrangement you may already have
  • Confirm which family situations are exempt under Bill C-15
  • Calculate the per-year penalty exposure on each arrangement
  • Action steps to file T3 + Schedule 15 before 2026

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