Estimate your SRS tax relief, account growth, and withdrawal tax for Singapore’s Supplementary Retirement Scheme.
The Supplementary Retirement Scheme is Singapore’s voluntary, tax-advantaged retirement savings scheme, complementing the mandatory CPF. Every dollar you contribute reduces your chargeable income dollar-for-dollar, subject to the annual cap and the S$80,000 overall personal relief limit.
Investment returns inside the SRS account accumulate tax-free. At retirement (statutory retirement age of 63, or on medical grounds), only 50% of each withdrawal is taxable — and if your retirement income is low, the effective tax rate can be near zero. You have a 10-year window to spread withdrawals and manage your tax bill. Early withdrawal before retirement age attracts 100% taxability plus a 5% penalty.
Unlike CPF, SRS funds can be invested in a wide range of instruments: stocks, ETFs, unit trusts, fixed deposits, bonds, and single-premium insurance. However, cash sitting uninvested in the SRS account typically earns minimal interest, so investing is generally recommended.