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Certified Financial Planner (CFP) Practice Exam · Question

Which of the following scenarios is NOT subject to the attribution rules under the Income Tax Act?

Loans to adult children at market interest rates are generally not subject to attribution rules, provided the interest is paid. Attribution rules commonly apply

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Question: Which of the following scenarios is NOT subject to the attribution rules under the Income Tax Act?

Answer options:

  • Spousal loan at a rate below the prescribed rate.
  • Gift of shares to a minor child. ✅ Loan to an adult child at market interest rates.
  • Transfer of property to a trust for a spouse.

Correct answer: Loan to an adult child at market interest rates.

Explanation: Loans to adult children at market interest rates are generally not subject to attribution rules, provided the interest is paid. Attribution rules commonly apply to transfers or loans to spouses or minor children.

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