SRS adoption and statistics

Investment strategies for SRS

Tax benefits & withdrawal considerations

ETFs vs Unit Trusts (for SRS)?

The Supplementary Retirement Scheme or SRS is a tax efficient account but heavily underutilised in Singapore. How can we best utilise this account to help pad up our retirement savings and what should we be investing in?

Howie Lim speaks to Hugh Chung from Endowus and Jermyn Wong from State Street Global Advisors to find out.

Synopsis: Every Monday. The Business Times breaks down useful personal financial tips with expert guests.

Highlights of the conversation:

01:03 Supplementary Retirement Scheme (SRS) adoption and statistics

02:50 Investment strategies for SRS

04:07 Tax benefits and withdrawal considerations

06:50 ETFs vs Unit Trusts (for SRS)?

---

Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.

---

With Hugh Chung, chief investment advisory officer, Endowus and Jermyn Wong, head of intermediary South East Asia, State Street Global Advisors

Edited by: Howie Lim & Lee Kim Siang

Produced by: Howie Lim

Engineered by: Joann Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

Follow BT Money Hacks podcasts every Monday:

Channel: bt.sg/btmoneyhacks

Amazon: bt.sg/mham

Apple Podcasts: bt.sg/oeXe

Spotify: bt.sg/oeGN

YouTube Music: bt.sg/mhyt

Google podcasts: bt.sg/oeGP

Website: bt.sg/moneyhacks

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

---

Discover more BT podcast series:

BT Mark To Market Podcast at: bt.sg/btmark2mkt

WealthBT at: bt.sg/btwealthbt

PropertyBT at: bt.sg/btpropertybt

BT Market Focus at: bt.sg/btmktfocus

BT Podcasts at: bt.sg/pcOM

BT Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

The Supplementary Retirement Scheme or SRS is a tax efficient account but heavily underutilised in Singapore. How can we best utilise this account to help pad up our retirement savings and what should we be investing in?
Howie Lim speaks to Hugh Chung from Endowus and Jermyn Wong from State Street Global Advisors to find out.
Synopsis: Every Monday. The Business Times breaks down useful personal financial tips with expert guests.
Highlights of the conversation:
01:03 Supplementary Retirement Scheme (SRS) adoption and statistics
02:50 Investment strategies for SRS
04:07 Tax benefits and withdrawal considerations
06:50 ETFs vs Unit Trusts (for SRS)?
---
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to <a href="mailto:btpodcasts@sph.com.sg">btpodcasts@sph.com.sg</a>. We’ll look into it for future episodes.
---
With Hugh Chung, chief investment advisory officer, Endowus and Jermyn Wong, head of intermediary South East Asia, State Street Global Advisors
Edited by: Howie Lim &amp; Lee Kim Siang
Produced by: Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Money Hacks podcasts every Monday:
Channel: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
Amazon: <a href="https://bt.sg/mham">bt.sg/mham</a>
Apple Podcasts: <a href="https://bt.sg/oeXe">bt.sg/oeXe</a> 
Spotify: <a href="https://bt.sg/oeGN">bt.sg/oeGN</a> 
YouTube Music: <a href="https://bt.sg/mhyt/">bt.sg/mhyt</a>
Google podcasts: <a href="https://bt.sg/oeGP">bt.sg/oeGP</a> 
Website: <a href="https://bt.sg/moneyhacks">bt.sg/moneyhacks</a>
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 
---
Discover more BT podcast series:
BT Mark To Market Podcast at: <a href="https://bt.sg/btmark2mkt">bt.sg/btmark2mkt</a> 
WealthBT at: <a href="https://bt.sg/btwealthbt">bt.sg/btwealthbt</a>
PropertyBT at: <a href="https://bt.sg/btpropertybt">bt.sg/btpropertybt</a>
BT Market Focus at: <a href="https://bt.sg/btmktfocus">bt.sg/btmktfocus</a>
BT Podcasts at: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
BT Branded Podcasts at: <a href="https://bt.sg/brpod">bt.sg/brpod</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Synopsis: Every Monday, The Business Times breaks down useful personal financial tips with expert guests.

Podcaster: Howie Lim

Produced by The Business Times, SPH Media.

Synopsis: Every Monday, The Business Times breaks down useful personal financial tips with expert guests.
Podcaster: Howie Lim
Produced by The Business Times, SPH Media.

BT Money Hacks

Every Monday. The Business Times breaks down useful personal financial tips with expert guests.

Podcaster: Howie Lim

Produced by BT Podcasts, The Business Times, SPH Media.

Every Monday. The Business Times breaks down useful personal financial tips with expert guests.
Podcaster: Howie Lim
Produced by BT Podcasts, The Business Times, SPH Media.

Advertisement