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Bullboard - Stock Discussion Forum Alaris Equity Partners Income 5 50 convertible unsecured subordinated Debentures T.AD.DB

Alternate Symbol(s):  ADLRF | T.AD.DB.A | T.AD.UN

Alaris Equity Partners Income Trust (the Trust) is a Canada-based private equity company. The Trust, through its subsidiaries, provides alternative financing to private companies. The Trust’s operations consist primarily of investments in private operating entities. The principal objective of the Trust is to generate stable and predictable cash flows for payment of distributions to unitholders... see more

TSX:AD.DB - Post Discussion

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Post by CanSiamCyp on Mar 01, 2021 7:25pm

2020 distribution characterized as....

.... 22% RoC, 1% CG, 7% DIV, 70% OTH. Cheers!
Comment by TickerTwit on Mar 03, 2021 6:14pm
Much appreciated. If unsheltered, the allocation below implies that 81.5% of the payout is now taxed at the unitholder's marginal tax rate. .
Comment by CanSiamCyp on Mar 03, 2021 9:33pm
Actually 70% is taxed at the marginal rate, the minor CG component at half the marginal rate, and the 7% DIV is eligible dividend so there is a dividend tax credit. The 22% RoC is used to reduce the ACB of the holding.
Comment by TickerTwit on Mar 04, 2021 12:16am
70% immediately for "other", 0.5% immediately for capital gains, and 11% future capital-gain liability, so 81.5% in total at marginal rate. The liability is unavoidable, but in a lower-income future there may be opportunity to realize it at a lower marginal rate. The effective tax rate on the 7% dividends takes too long to write out .. so I didn't :). But the upthrust of it all ...more  
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