
Partners
CPF, SRS & Beyond
Unlock smarter retirement & relocation planning—learn how to optimise CPF, SRS & taxes for long-term success.
When it comes to planning for the future, understanding how to manage CPF, SRS, and other key accounts can make a real difference. From withdrawal rules to tax treatment, timing and strategy matter, and the right decisions can help you optimise outcomes and plan with confidence.
In this session, we’ll cover:
- Key considerations when planning ahead for retirement or relocation
- Why integrated financial planning is essential for long-term success
- CPF: What can be withdrawn and what should be retained
- SRS: Withdrawal options and how to time them for maximum efficiency
- How to manage potential tax implications and ensure smoother transitions
Whether you’re preparing for retirement, planning a move, or simply exploring ways to make the most of your financial options, this session will provide clear insights to help you move forward with clarity and peace of mind.
Date: Wednesday, 10 September 2025
Time: 8:30 - 10:00 AM
Venue: St. James’s Place Office, 1 Raffles Place, #15-61 One Raffles Place, Tower 2, Singapore 048616
Light refreshments will be served.
Event Location
