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Canadian Income Funds: Your Complete Guide to Income Trusts, by Peter Beck

By Peter Beck

Source of revenue trusts are booming. they've been one of many best-performing periods of investments in a single of the worst markets in a long time. With over one hundred fifty trusts at the moment buying and selling at the Toronto inventory trade at a mixed worth of over $90 billion, this quite new motor vehicle, the source of revenue fund, is without doubt one of the most well-liked tickets at the Canadian funding panorama at the present time.

Written through of the industry's best specialists and commentators, this is often the 1st publication of its style: a whole advisor to the source of revenue belief in Canada.

Includes whole insurance on: what source of revenue cash are and the way to exploit them on your virtue; myths and evidence approximately source of revenue money; varieties of source of revenue trusts; what to seem for in an source of revenue belief, and the way to evaluate the dangers concerned; how source of revenue trusts, and the traders in them, are taxed; cash of source of revenue money; and lots more and plenty more.

  • Explains what company vendors want to know in the event that they are contemplating changing their companies into an source of revenue trust.
  • Features listings and profiles of over one hundred sixty source of revenue money at present on hand in Canada, together with an outline of every fund, functionality background, and make contact with information.
  • Designed for a person attracted to figuring out how Canadian source of revenue money paintings, together with: traders, company proprietors, administrators, trustees, stockbrokers, monetary advisors, legal professionals, accountants, funding bankers, and advertisement bankers.

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Extra info for Canadian Income Funds: Your Complete Guide to Income Trusts, Royalty Trusts and Real Estate Investment Trusts

Example text

What are the types of income trusts? How are they and the investors in them taxed? Why do people invest in income trusts? What should you look for in an income trust? How can you assess the risks related to a particular income trust? How are income trusts created? What is a fund of funds? Finally, we will look at what a business owner needs to know when considering converting his or her business to an income trust. At the end of the book, we provide a comprehensive list and description of current trusts available in the Canadian market.

We’d like to relate a true-to-life story for you to drive the concept home. It involves an actual acquaintance—we’ll call him Mr. Smith. One day Mr. Smith and his wife realized they needed a new dishwasher. Because they were careful individuals when it came to spending their money, on the following Saturday they visited three different stores to compare brands and prices. Mr. Smith spent considerable time the following week checking out the different manufacturers’ websites to examine the technical attributes of each model in great detail.

We will discuss this in greater detail in Chapter 3. THE TYPES OF INCOME TRUSTS Income trusts can be broken down into five main categories. As we discussed before, almost any asset or property can be put into a trust, and so there are a number of industries which seek to adopt this model. Currently, the five main types of trusts are: 1. Business Trusts 2. Trademark Royalty Trusts 3. Oil and Gas Royalty Trusts CHAPTER 2 The Different Types of Income Trusts 25 4. Real Estate Investment Trusts (REITs) 5.

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