Bullboard - Stock Discussion Forum Alaris Equity Partners Income 6 25 Senior Unsecured Debentures T.AD.UN

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

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... see more

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Alaris Equity Partners Income 6 25 Senior Unsecured Debentures > Dividend or Interest

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Post by Ariahp on Oct 18, 2021 9:34am

Dividend or Interest

New to AD.UN:

Got my first Dividend payment on the 15th. It showed up as Interest, which in my opinion will be taxed at a higher rate.

From your experiences: Is it treated on your T5 as

1) Interest OR

2) Dividend

would appreciate your thoughts.

Thank you

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Comment by SunsetGrill on Oct 18, 2021 3:53pm

Our thoughts? Go to the horses mouth (that has a never ending appitite - Canada Revenue Agency) It depends how much of the payment is interest and how much is dividends for that go to Alaris website. The qtr-ley payment It is a blend of several income streams that also includes capitol gains (returning your own money back to you), interest and divy

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