Are Your SRS Savings Sitting Idle and Losing Value against Inflation?
Optimise your SRS savings through long term investments to maximize returns for your retirement needs.
Optimise your SRS savings through long term investments to maximize returns for your retirement needs.
SRS is a voluntary scheme to encourage individuals to save for retirement, over and above their CPF savings.
SRS contributions are made over and above CPF contributions, and enjoy tax relief as well.
You can grow your SRS funds exponentially through long term investments, which could better increase your investment value to give you a more comfortable retirement.
But are Your SRS Savings Sitting Idle?
Are you losing out on opportunity cost?
By saving your hard-earned money in SRS without investing, you may potentially lose out $365,091 over the long run. Talk to your consultant to customize an SRS plan for you.
Depending on your objectives, there are multiple financial solutions to invest your SRS savings
20 approved products from 6 insurers
We have more than 1400 solutions, to suit your every needs
With over hundreds of financial solutions from 70 asset management companies and 6 insurance companies, we can help you to narrow down the options and optimise your SRS savings to suit your needs best.
(All information on investment and insurance products are correct as of 1 October 2023.)
2008年获SM1奖学金来新加坡留学
毕业于新加坡国立大学，此后进入保险行业，至今已逾7年
至今已为上百个新加坡、中国大陆和台湾家庭提供私人定制的保险与财富管理方案
我的目标：从客户的角度出发，提供中立、专业、全面的保险与财务规划方案，并提供优质、持续的服务
Financial Alliance（鑫盟理财）：新加坡最大的独立理财顾问公司，成立于2002年
官网：www.fa.com.sg
我们公司的业务伙伴️：
🌎17家寿险公司
🌎37家财险公司（如车险、房险、女佣险、工伤险、旅游险等）
🌎10家基金交易券商平台（如iFAST奕丰、FAME、老虎证券等)
🌎70多家国际和本地基金公司（1000多支全球基金可供投资）
🌎16家房贷银行
🌎9家信托与遗产规划公司
FIT 财务规划，量身定制，财务健康，财务自由
F: Financial Service 财务服务 理财规划、投资咨询
I: Insurance 保险 代理17家寿险公司 多选择、有对比
T: Transfer of Estate 财富传承 家族信托、遗嘱等服务
微信：mu4zi3yu2
WhatsApp：86447202
Let us assist you with all the calculations. Ride on an exciting investment journey with us!
Singapore's largest independent financial advisory firm with more than 20 years of excellence.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
We have been practising as Singapore's leading independent financial advisory firm for more than two decades.
Learn MoreWe work with dozens of product providers so our consultants can bring the most comprehensive solutions to clients.
Learn MoreWe are truly independent and MAS-regulated so you always have peace of mind. Our track record speaks for itself.
Learn MoreThe Supplementary Retirement Scheme (SRS) is a voluntary scheme to encourage individuals to save for retirement, over and above their CPF savings. Contributions to SRS are eligible for tax relief. Investment returns are tax-free before withdrawal and only 50% of the withdrawals from SRS are taxable at retirement.
Any Singapore Citizens, Singapore Permanent Residents (SPRs) and foreigners who is a Singapore Tax Resident may make SRS contributions in the current year.
The annual contribution limit for SRS is $15,300 for Singapore Citizens/Permanent Residents and $35,700 for foreigners.
You will be allowed SRS tax relief in the Year of Assessment following the year of contribution, provided you are a tax resident for that Year of Assessment. However, a personal income tax relief cap of $80,000 applies to the total amount of all tax reliefs claimed (including relief on SRS contributions).
You will not be allowed SRS tax relief if:
Your SRS account is suspended as at 31 Dec of the year of contribution; or
The amount of such contribution is withdrawn from your SRS account in the same year of contribution.
You are able to make a wide variety of investments, including shares, insurance, bonds, unit trusts and fixed deposits. Let us help you find the best investment vehicle that suit your needs.