Automated Investing for Dec 2017
Maybank Kim Eng Monthly Investment Plan (Maybank KE MIP)
- Buy 28 units of SPDR STI ETF (SGX: ES3) at S$3.467 per unit on 8 Dec 2017
- Buy 85 units of Nikko AM REIT ETF (SGX: CFA) at S$1.139 per unit on 8 Dec 2017
- Transaction costs of S$2
POSB Invest-Saver
- Buy 27 units of Nikko AM STI ETF (SGX: G3B) at S$3.55 per unit on 18 Dec 2017
- Buy 85 units of ABF SG Bond ETF (SGX: A35) at S$1.17 per unit on 18 Dec 2017
- Transaction cost of S$1.50
OCBC Blue Chip Investment Plan
- Buy 423 units of Nikko AM STI ETF (SGX: G3B) at S$3.53 per unit on 22 Dec 2017
- Transaction cost of S$5
Amount invested in ETFs is S$1,900 using Automated Investing for Dec 2017 with transaction costs of S$8.50.
Manual Investing for Dec 2017
Nil.
Robo-Advisor Investing for Dec 2017
StashAway
- Funds transfer of S$600 invested in US-listed ETFs
Smartly
- Funds transfer of S$600 invested in US-listed ETFs
Amount invested with Robo-Advisors is S$1,200 for Dec 2017.
Hi there,
As a newbie in investing, I just started the POSB Invest Saver a couple of months ago. I would like to know as if whether to declare for the upcoming personal tax.
Thank you.
Hi, dividend income (e.g. distributions from ETFs held in POSB Invest-Saver received by you) is generally not subject to personal income tax in Singapore so there shouldn’t be anything for you to declare in your personal income tax return. The ETF holdings in POSB Invest-Saver is also not required to be declared in your personal income tax return.