Artwork

Content provided by BT Podcasts and The Business Times. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BT Podcasts and The Business Times or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

S1E176: ETFs or Unit Trusts for your SRS? BT Money Hacks (Ep 176)

14:11
 
Share
 

Manage episode 430006379 series 2425519
Content provided by BT Podcasts and The Business Times. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BT Podcasts and The Business Times or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. ETFs or Unit Trusts for your SRS? BT Money Hacks (Ep 176) (00:00:00)

2. SRS adoption and statistics (00:01:03)

3. Investment strategies for SRS (00:02:50)

4. Tax benefits & withdrawal considerations (00:04:06)

5. ETFs vs Unit Trusts (for SRS)? (00:06:50)

177 episodes

Artwork
iconShare
 
Manage episode 430006379 series 2425519
Content provided by BT Podcasts and The Business Times. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BT Podcasts and The Business Times or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. ETFs or Unit Trusts for your SRS? BT Money Hacks (Ep 176) (00:00:00)

2. SRS adoption and statistics (00:01:03)

3. Investment strategies for SRS (00:02:50)

4. Tax benefits & withdrawal considerations (00:04:06)

5. ETFs vs Unit Trusts (for SRS)? (00:06:50)

177 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide