SRS Resource List
Insurance Products You Can Buy Using SRS Funds
There are many choices on what you can do with your SRS funds. For the more aggressive investors, you can invest the SRS funds into unit trusts or buy shares. For the conservative investors, you can leave the money in the SRS account to keep it liquid and safe. A “middle ground” option will be to invest the SRS funds into insurance products.
There are insurance products designed for the SRS scheme which helps to organize the withdrawals into regular income from age 62 onwards. This will help you to save on the hassle to manage the withdrawals and more importantly, spread the withdrawals out evenly to benefit from the tax concessions.
This resource contains a list of insurance products that you can buy using SRS funds that provide capital guarantee at maturity*. This is a useful resource to help you immediately learn about some of the choices available for conservative investors.
*Maturity refers to the start of the Income Payout Period
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