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Anonymous

18 Apr 2019

∙

General Investing

What are some investment strategies for SRS funds?

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Discussion (4)

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HC Tang

20 Nov 2018

Financial Enthusiast, Budgeting at The Society

I wanna share also a questions I ask on SA vs SRS on Seedly FB in Jan 2018 for benefits of members considering SA or SRS top up to save tax and get 4% interest on SA or SRS since we want to invest someway somehow.

See : https://www.facebook.com/groups/seedlyfinance/p...

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Pascal S

16 May 2018

MBA Graduate at Singapore Management University

I would recommend going for a combination of REITs and STI ETF

The former requires you to,

study and understand how REIT works (Start here)
always have spare cash in your SRS
continuously review and rebalance your portfolio of REITs

The latter requires to,

buy frequently, preferably bi-annually (like on your birthday and on the day that you are topping up your SRS account)
do nothing else

You can may use one of the online brokerages (See Reviews) which support SRS cash to purchase stocks

Hope it helps

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Hariz Arthur Maloy

16 May 2018

Independent Financial Advisor at Promiseland Independent

Hi Anon,

The easiest fuss free options when utilising SRS monies would be to purchase annuities ...

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OCBC BCIP allows us to use SRS fund to invest with additional charges. Can we transfer the shares purchased to our own CDP that is bought with SRS funds? If yes, means we can avoid tax in future?

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