Understanding the US Estate Tax
The US estate tax applies to “US situs” assets owned by non-resident, non-citizen individuals at the time of their death. These assets include shares in companies incorporated in the US, US real estate, certain US-based bonds and mutual funds, and even cash deposits held with US brokers.

Unfortunately, the threshold for exemption is extremely low for non-US persons. Only the first US$60,000 of US situs assets is exempt from tax. Any value above that amount may be subject to estate tax, at rates that can go as high as 40%.

For example, a Singaporean investor with a portfolio of US stocks valued at US$1 million would only receive an exemption of US$60,000. The remaining US$940,000 would be subject to estate tax, potentially resulting in a tax bill of up to US$376,000!


https://engage.fa.com.sg/kennyloh/navigating-u-s-estate-tax-on-u-s-stock-holdings-a-guide-for-singapore-investors/

S-REITs Recap - Week 42 (2025)

🪙 First REIT (YTD: +9.80% | 5D: +0.00%)
17 Oct – Proposed divestment of Imperial Aryaduta Hotel & Country Club at a 22.2% premium to its original purchase price. The sale unlocks value from a non-core asset and enhances balance sheet flexibility.

🪙 Frasers Logistics & Commercial Trust (YTD: +9.66% | 5D: +0.52%)
17 Oct – Entered into a US$50m Facility Agreement with HSBC Singapore to enhance financial flexibility. The new facility provides funding optionality for future refinancing, acquisitions, and working capital needs.

See detailed announcements here:
reitsavvy.com/insights/s-reits-week-42-2025

Happening on Oct 21, 2025 (Tuesday) 3pm!

Keppel REIT goes shopping in Sydney - literally! And so did I. For this episode of REITspots, we head all the way to Sydney, Australia, to visit Keppel REIT's newest acquisition, Top Ryde City Shopping Centre! A local, family-oriented suburban shopping mall, Top Ryde City offers a vibrant mix of retail, dining, and entertainment options, catering to residents and visitors seeking both urban convenience and suburban charm.

https://reitsavvy.com/insights/a-visit-to-top-ryde-city

S-REITs Rebound? Yield, Value and Outlook after Interest Rate Cuts
https://ttm.financial/m/live/1845931123455035

Welcome to watch the replay of Live Stream by SGX SREITS Specialist, REITsavvy Founder Kenny Loh & Sasseur REIT incoming CEO Cheng Hsing Yuen : Navigating Yield Shifts & REIT Opportunities in Singapore

📣 Excited to announce our upcoming seminar: Strategize Your Investments in a Low-Interest Environment — a must-attend for investors looking to adapt and thrive in today’s evolving financial climate.

With interest rates at historic lows, traditional investment strategies may no longer deliver the returns they once did. This seminar brings together seasoned experts to help you rethink your approach and uncover new opportunities.

🎤 We’re happy to invite:
✅Kenny to dive into yield-generating asset classes like Dividend Stocks, REITs, and Fixed Income.
✅Nicholas to share insights on Private Credit.
✅Explore the world of Trade Finance

💡 What you’ll gain:
✅Actionable strategies for portfolio diversification and yield optimization
✅Expert analysis on alternative asset classes
✅Networking with fellow investors and finance professionals

Let’s future-proof your financial strategy — see you there! 💼📊

Disclaimer:
This seminar is intended solely for educational and informational purposes. The views and insights shared by invited speakers are for knowledge-sharing only and do not constitute any form of solicitation, promotion, or endorsement of products. For personalized investment advice, financial planning, or wealth management, attendees are strongly encouraged to consult with a licensed financial advisor or representative.


https://www.eventbrite.sg/e/strategize-your-investments-in-a-low-interest-environment-tickets-1752997736419

We are entering into last 2 months of 2025. Remember to top up your SRS to enjoy your personal income tax saving! #taxsaving #SRS

https://digital.fa.com.sg/srs.php?a_aid=kennyloh@fapl.sg