Webinar: Score more than tax savings with your SRS
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Webinar: Score more than tax savings with your SRS

Updated
20
Nov 2024
published
30
Oct 2024
Endowus SRS webinar 2024

Watch the replay

Chapters:

05:14 – Introduction to SRS

07:01 – How to minimise your payable tax with SRS

09:20 – Worked example of how SRS tax relief works

11:12 – Planning your finances across life stages

13:19 – How a retiree may finance their retirement lifestyle

15:31 – Why you should invest your SRS monies

19:10 – What are your SRS investment options?

24:32 – How are Endowus clients investing their SRS?

31:45 – SRS investing options on Endowus

34:37 – How can you strategise your SRS investments?

41:59 – Q&A: How does Endowus compare against other roboadvisors?

43:55 – Q&A: Should you top up your CPF or SRS first?

45:42 – Q&A: At what income tax bracket should you contribute to SRS?

47:54 – Q&A: At age 65, how should you invest your SRS?

49:12 – Q&A: Should you invest your SRS in dividend stocks or income funds?

‍About the session

The Supplementary Retirement Scheme (SRS) has been increasingly adopted by Singaporeans and foreigners for tax relief and retirement planning. As of end-2023, the number of SRS account holders is at its highest at over 420,000.

Insurance, shares, REITs and ETFs make up some of the highest compositions of SRS investment portfolios, but are they really the best fit for your risk tolerance and financial goals?

Join Shengshi Chiam, Personal Finance Lead, and Lean Sing Ding, Senior Client Advisor at Endowus, as they discuss how investors can weigh their SRS investments, and optimise them through a holistic wealth planning approach.

Topics covered:

  1. How to plan your SRS portfolio as part of your overall investment strategy
  2. What other investors are doing with their SRS funds
  3. What your SRS investment options are, and how to determine what is best for you

About the speakers

Sheng Shi Chiam

Personal Finance Lead, Endowus‍

Sheng Shi is a personal finance enthusiast who believes that anyone should be able to manage their savings with confidence. He was in charge of Endowus financial blog and YouTube channel previously. Currently, he manages all grassroots and policy engagements.

He is a CFA Charterholder and previously covered China Private Equity Funds in CapitaLand.

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

Lean Sing Ding

Senior Client Advisor, Endowus‍

Lean Sing is a senior client advisor at Endowus and has close to a decade worth of experience working in the banking and in FinTech industries.

In his role, Lean Sing provides investment advisory services to both individual and institutional clients, ensuring that clients of all stripes find the right financial solutions to their investment goals.

Lean Sing is passionate about “doing right by clients” - and with Endowus - he hopes to elevate financial literacy, transparency and integrity in the wealth management industry.

He holds degrees from University of Melbourne as well as Regent College.

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