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Alaris Equity Partners Income 6 25 Senior Unsecured Debentures T.AD.DB.A

Alternate Symbol(s):  ADLRF | T.AD.UN

Alaris Equity Partners Income Trust (the Trust) is a Canada-based trust. The Trust’s operations consist of investments in private operating entities, typically in the form of preferred or common limited partnership interests, preferred or common interest in limited liability corporations in the United States, and loans receivable. The Trust’s Canadian investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc. and its American investments are made through two Delaware corporations, Alaris Equity Partners USA Inc., Salaris USA Royalty Inc., and their subsidiaries.


TSX:AD.DB.A - Post by User

Comment by TickerTwiton Jan 08, 2021 9:14am
416 Views
Post# 32252565

RE:RE:RE:Dividend increase almost certain!!

RE:RE:RE:Dividend increase almost certain!!I think we're stuck waiting 8 weeks to see what we receive from AD.UN on our tax slips, unless the company announces something before then (which I suspect their lawyer would advise them to never do).

I owned Bell Aliant before and after it was an income trust, and the income on either side of Jim Flaherty was predominantly 'other income':  74% in 2006 (before), 91% in 2007 (after), 95% in 2008, and 96% in 2009. And with AD.UN having mostly American revenue, I can't assume the two are comparable.

The American angle seems significant to me, because that revenue will have been taxed already by the IRS. Also, BA was an operating entity, while AD.UN is more of a holding entity ... not that I have any informed idea what difference it might make when it comes to classifying corporate income.

.
babedinkleman wrote: What is the tax treatment on this new structure.  IE is a portion of the dividend return of capital and if so any idea what the percentage will be?

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