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CPF, SRS & Beyond

St. James’s Place Office, 1 Raffles Place, #15-61 Tower 2, 048616, Singapore
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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  • CPF: What can be withdrawn and what should be retained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.

 

Register here

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