On top of helping you save more for retirement, the Supplementary Retirement Scheme (SRS) provides those working in Singapore with a legal way to optimise their income tax bill – provided they use the scheme correctly.
Maximum contributions of S$15,300 for Singaporeans and Permanent Residents, or S$35,700 for foreigners, can be offset from your income in the year you made the contribution, provided it is still within the S$80,000 tax relief cap.
If you are keen to learn more about SRS and its tax saving benefits, click on the link below:
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
With over a decade of experience in the financial services industry, I take pride in being part of Financial Alliance Pte Ltd, Singapore’s Largest Independent Financial Advisory firm with $1 Billion in Assets Under Management. Since 2013, I’ve been committed to delivering unbiased, one-stop financial planning services, specializing in Estate Planning.
I hold multiple professional certifications, including the Associate Estate Planning Practitioner (AEPP®) designation certification by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL) since August 2016, Associate Estate Planning Adviser (Associate EPA) designation certification by Asia Estate Planning Association (AEPA) since September 2024, Certified Will Planner (CWP) credential for Will Planning Service (Personal) since October 2024 and IBF Qualified (“IBFQ”) credential for Financial Planning (Personal) since September 2016. Additionally, I’m an Associate Financial Planner (AFPCM), an Associate Financial Consultant (AFC), and a Singapore Accredited Mortgage Planner (SAMP™). These credentials reflect my dedication to maintaining the highest standards of competency, ethics, and professionalism in financial planning.
My Passion
I’m passionate about providing impartial, comprehensive financial advice that truly aligns with my clients’ interests. I specialize in fee-based estate planning services such as Comprehensive Will Writing, Lasting Power of Attorney (LPA), Advance Medical Directives (AMD), Personal Trusts Planning, CPF & Insurance Nominations, Advance Care Planning (ACP), and the SNTC Special Needs Trust.
Beyond estate planning, I offer a broad range of financial solutions—from life insurance and investments to general insurance. My clients range from individuals and families to small businesses and corporations, and I’m dedicated to helping each of them reach their financial aspirations.
My Belief
I firmly believe that now is always the best time to leverage expert advice and available resources. By building strong financial literacy, we can all make informed decisions that enhance our financial well-being, no matter the economic climate.
Let’s connect over coffee soon!
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By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策