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

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

Financial Services Asset Management

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.

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Alaris Equity Partners Income 6 25 Senior Unsecured Debentures > Sell-off

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Comment by CanSiamCypon Jun 22, 2021 12:52pm

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Post# 33427680

RE:RE:RE:RE:RE:Sell-off

Welcome to AD.UN! The distribution breakdown is a messy one - involving a lot of highly-taxed foreign income and not very much Return of Capital. So it is better to hold it in either an RRSP or aTFSA. There are no withholding tax issues - just a high rate of taxation on the distribution if received in a non-registered account. My holding - previously in non-registered cuz of 100% dividend paying when Alaris was still a corporation - was sold in January and simultaneously bought in my RRSP - so there was a small capital gain generated by the rollover into the RRSP. Cheers!

ozkan123 wrote: Hello, while I've looked at AD.UN for awhile, haven't pulled the trigger yet and want to.
Question I have is, is this better being held in a RRSP and TFSA rather than a non-registered account?
thanks in advance for your input
Oz

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