A Highlight of Key Areas:Introduction to Family Office Tax Incentives
- Overview of S13O and S13U tax incentive schemes
- Importance of family offices in Singapore's asset and wealth management industry
- Key features and objectives of each incentive scheme
Eligibility Criteria and Requirements
- Minimum AUM requirements
- Investment professionals
- Qualifications for investment professionals
- Spending and capital deployment requirements
Tiered Spending and Capital Deployment
- Tiered spending framework
- Local business spending minimums
- Capital deployment guidelines:
- Eligible investments
- Blended finance structures for sustainable development
Compliance and Reporting
- Annual declarations
- Private banking account requirements
- Philanthropy Tax Incentive Scheme for Family Offices
Practical Application and Q&A
- Strategies for meeting requirements
- Sharing insights and best practices
- Addressing participant queries