Richard Korda
  • 1300 288 874
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About Me:
Richard has been working in the finance industry since 1993. In February 2000 he started Zenith Finance to make smarter business finance plans accessible and easy-to-understand for small and medium sized Australian companies. Since then, Richard has arranged over 4000 commercial finance transactions. There’s nothing he’d rather be doing than helping Australian business owners get the right financing they need to reach their goals and dreams.
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Richard Korda's Blog

Investment Basics – Understanding Your Gains And Losses

Posted on September 27, 2016 at 2:44am 0 Comments

When you’re reviewing your investments, it’s important to remember that income and returns come from two main sources, Capital Gains and Interim Income.

Capital gain (or loss)

This is the difference in the overall value of your investment between when you purchased it and now (or the date that you sold it.) You can work it out as:

((Current or sale price per unit – purchase price) * number of units) – fees and taxes

For example,…


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