Webinar: Planning for retirement and tax relief despite record inflation

Updated

Mar 2025

published

Nov 2022

SRS

Events and webinars

Inflation

This event is only for Accredited Investors (AI) in Singapore. Please verify that you are an AI.

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Endowus invites you to our exclusive event with Macquarie Asset Management, as we discuss unlocking opportunities in Infrastructure- a $1.3tn asset class.
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This event is reserved for Accredited Investors (AIs) only. To register for the event, please indicate one of the following:

I am currently recognised as an Accredited Investor by a Financial InstitutionI am not currently recognised but meet the Accredited Investor criteria

*Kindly upload documentation from your Financial Institution confirming your AI status.
‍This may be in the form of a letter, email, or official correspondence. It should include your full name and be dated within the past 12 months.

*Kindly upload supporting documents (dated within the last 3 months) that demonstrate either:
- Net financial assetsexceeding S$1 million (or its equivalent in a foreign currency)¹; OR
- Income in the preceding 12 months of at least S$300,000 (or its equivalent in a foreign currency)

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^*Any documents provided will be used exclusively to verify your eligibility for this event as an Accredited Investor. All information will be treated with the utmost confidentiality and will not be used for any other purpose.

¹Financial assets (net of any related liabilities) means:
(i) a deposit as defined in section 4B of the Banking Act (Cap. 19);
(ii) an investment product as defined in section 2(1) of the Financial Advisers Act (Cap. 110); or
(iii) any other asset prescribed as a “financial asset” for purposes of establishing AI status by MAS.

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This event is only for Accredited Investors (AI) in Singapore. Please verify that you are an AI

About the event

As inflation bites, you may be on the hunt for ways to save on costs. The SRS — or Supplementary Retirement Scheme – is a great way to cut down your tax bill. And here’s the best part: SRS is not just for older Singaporeans or high-income earners. It’s for everyone.

Join Sheng Shi Chiam, Business Development & Partnerships Lead at Endowus, together with Nicholas Ting, Client Advisor at Endowus as they discuss:

1. SRS 101: Why SRS matters and how it works

2. How to optimise your SRS for tax reliefs and retirement planning

3. Different ways to reduce taxes and pick investment choices

About the speakers

Sheng Shi Chiam, Business Development & Partnerships Lead, Endowus‍

Sheng Shi is the Business Development & Partnerships Lead at Endowus. He is a personal finance enthusiast who believes that good investment advice and products should be made accessible to everyone.

Prior to Endowus, he was with CapitaLand covering China private equity funds.

He graduated with a B.B.A (Hons) in a double specialisation in Finance and Supply Chain Management from National University of Singapore and is a CFA Charterholder.

Nicholas Ting, Client Advisor, Endowus

Nicholas is a Client Advisor at Endowus with a passion for helping his clients grow their wealth in a prudent and sustainable manner.

Leveraging his prior experience working in the finance industry, Nicholas now helps to provide timely advisory services to clients across the wealth spectrum to ensure that their investment and financial goals can be met.

Nicholas graduated with a Masters in Financial Analysis (MFA) from the London Business School and also has a Bachelor’s Degree (Bsc) in Economics from the University of Bristol.

Disclaimers

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus Singapore Pte. Ltd. (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors. The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

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