Course Detail(TAX271v : Individual Income Tax Planning Workshop (Live Webinar))

UTAP Funding

TAX271v : Individual Income Tax Planning Workshop (Live Webinar)

7.00 CPE Hours (Others)
Live Webinar

 

Programme Objective

This programme is designed to provide participants with knowledge in Singapore individual income tax laws, principles and practices so that they can perform simple tax planning.  It will also cover the individual income tax issues for both inbound and outbound investments from the perspective of foreigners taking up employment in Singapore and Singapore citizens taking up overseas postings respectively 

Where applicable, practical examples, illustrations and case studies (including recent court cases) will be used to enable participants to relate and apply to real life tax situations.

 

Programme Outline

 
  • Basis of assessment and tax resident tests for individuals 
  • Types of income derived by individuals that are subject to tax or tax-exempted Singapore
  • Taxation of employment income and tax treatment of benefits-in-kind
  • Area Representative, Dual Employment & Not Ordinarily Resident (NOR) schemes
  • Personal reliefs and rebates
  • Case studies on preparation of tax computations for individuals
  • Tax issues to consider when seconding staff to work overseas
  • Tax equalization and tax protection policies
  • Relevance of tax treaties
  • Common tax planning techniques for individuals
     
On the completion of this course, you will: 
  • Attain a practical understanding of the individual income tax system in Singapore;
  • Know how to prepare an individual income tax computation; 
  • Be able to apply simple effective individual income tax planning techniques 
  • Be able to appreciate the tax issues relevant to any company that is seconding staff overseas

 

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

 

Training Methodology

Online lecture style with case studies and quiz/knowledge check

Closing Date for Registration
1 week before programme or until full enrolment.

Intended For

A foundational to intermediate level programme for tax professionals, accountants as well as finance and human resource personnel who handle personal tax for clients, expatriate staff and local staff taking up overseas posting. It is also relevant to any individual who is interested in adopting effective tax planning techniques to maximize their disposable income.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

06 Oct 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 393.49
For Non-Members: $ 473.06


Programme Facilitator(s)

Assoc Prof (Practice) Simon Poh

Venue

Live Webinar in or outside of
Singapore

Testimonial


This course is helpful and i will recommend to my friends

Past Participant


Individual Tax Planning offers a comprehensive look at the various schemes and reliefs available to individuals. It is a good one day course for participants to get acquainted with such concepts

Past Participant


It refreshes my knowledge in personal tax as well as kept me updated with the changes or updates useful in my current job scope

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


 
Simon Poh, Associate Professor (Practice), NUS Business School
 
ATA (Income Tax & GST), FCA Singapore, ASEAN CPA, MSID, MBA
 

Simon Poh teaches taxation / advanced taxation courses to undergraduates and postgraduates at National University of Singapore (NUS) Business School since 2007.  He recently won the NUS Business School Teaching Excellence Award every year from 2020 to 2025.

 

Outside the academia, Simon has been a distinguished tax professional both in Singapore and the region, with more than three decades of experience in tax compliance and tax advisory work in the areas of corporate tax, individual tax and GST. This includes 9 years with the Inland Revenue Authority of Singapore, 3 years with reputable regional multinational corporations and more than 16 years with top international accounting firms.  His extensive experience includes GST tax advisory and risk management, international tax planning, transfer pricing, corporate restructuring, business acquisitions and mergers, tax due diligence reviews, expatriate tax planning, and advising clients on the tax implications of both inbound and outbound investments. 

 

Outside his teaching responsibilities Simon continues to be active in professional tax-related work. He served as Board Member of the Singapore Institute of Accredited Tax Professionals (SIATP) from January 2013 to March 2020. SIATP was renamed as Singapore Chartered Tax Professionals (SCTP) from April 2020. At SIATP/SCTP, Simon also served as Chairman of the SME Tax Committee from January 2012 to December 2022. After stepping down from the SME Tax Committee, Simon joined the Tax and Levies Committee of SCTP from January 2023. Since July 2021, he was appointed as a Member of the Income Tax Board of Review by the Ministry of Finance to hear appeals against tax assessments. Simon is also an Honorary Member of the Financial Planning Association of Singapore (FPAS) since 2011.  He is the author of Taxation in Singapore, first published in 2008, with the latest eBook edition published in July 2024.

 

Simon is a much sought-after speaker at numerous external tax seminars and he also conducts regular tax workshops for professional bodies like ISCA and ACCA, He is a regular contributor to local and foreign media and professional journals on current taxation issues. In addition, he currently serves, on a pro bono basis, as an Independent Director and Chairman of the Audit and Risk Committee of an established non-profit organisation since March 2023.

 

Programme Objective

This programme is designed to provide participants with knowledge in Singapore individual income tax laws, principles and practices so that they can perform simple tax planning.  It will also cover the individual income tax issues for both inbound and outbound investments from the perspective of foreigners taking up employment in Singapore and Singapore citizens taking up overseas postings respectively 

Where applicable, practical examples, illustrations and case studies (including recent court cases) will be used to enable participants to relate and apply to real life tax situations.

 

Programme Outline

 
  • Basis of assessment and tax resident tests for individuals 
  • Types of income derived by individuals that are subject to tax or tax-exempted Singapore
  • Taxation of employment income and tax treatment of benefits-in-kind
  • Area Representative, Dual Employment & Not Ordinarily Resident (NOR) schemes
  • Personal reliefs and rebates
  • Case studies on preparation of tax computations for individuals
  • Tax issues to consider when seconding staff to work overseas
  • Tax equalization and tax protection policies
  • Relevance of tax treaties
  • Common tax planning techniques for individuals
     
On the completion of this course, you will: 
  • Attain a practical understanding of the individual income tax system in Singapore;
  • Know how to prepare an individual income tax computation; 
  • Be able to apply simple effective individual income tax planning techniques 
  • Be able to appreciate the tax issues relevant to any company that is seconding staff overseas

 

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

 

Training Methodology

Online lecture style with case studies and quiz/knowledge check

Closing Date for Registration
1 week before programme or until full enrolment.

Intended For

A foundational to intermediate level programme for tax professionals, accountants as well as finance and human resource personnel who handle personal tax for clients, expatriate staff and local staff taking up overseas posting. It is also relevant to any individual who is interested in adopting effective tax planning techniques to maximize their disposable income.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

 
Simon Poh, Associate Professor (Practice), NUS Business School
 
ATA (Income Tax & GST), FCA Singapore, ASEAN CPA, MSID, MBA
 

Simon Poh teaches taxation / advanced taxation courses to undergraduates and postgraduates at National University of Singapore (NUS) Business School since 2007.  He recently won the NUS Business School Teaching Excellence Award every year from 2020 to 2025.

 

Outside the academia, Simon has been a distinguished tax professional both in Singapore and the region, with more than three decades of experience in tax compliance and tax advisory work in the areas of corporate tax, individual tax and GST. This includes 9 years with the Inland Revenue Authority of Singapore, 3 years with reputable regional multinational corporations and more than 16 years with top international accounting firms.  His extensive experience includes GST tax advisory and risk management, international tax planning, transfer pricing, corporate restructuring, business acquisitions and mergers, tax due diligence reviews, expatriate tax planning, and advising clients on the tax implications of both inbound and outbound investments. 

 

Outside his teaching responsibilities Simon continues to be active in professional tax-related work. He served as Board Member of the Singapore Institute of Accredited Tax Professionals (SIATP) from January 2013 to March 2020. SIATP was renamed as Singapore Chartered Tax Professionals (SCTP) from April 2020. At SIATP/SCTP, Simon also served as Chairman of the SME Tax Committee from January 2012 to December 2022. After stepping down from the SME Tax Committee, Simon joined the Tax and Levies Committee of SCTP from January 2023. Since July 2021, he was appointed as a Member of the Income Tax Board of Review by the Ministry of Finance to hear appeals against tax assessments. Simon is also an Honorary Member of the Financial Planning Association of Singapore (FPAS) since 2011.  He is the author of Taxation in Singapore, first published in 2008, with the latest eBook edition published in July 2024.

 

Simon is a much sought-after speaker at numerous external tax seminars and he also conducts regular tax workshops for professional bodies like ISCA and ACCA, He is a regular contributor to local and foreign media and professional journals on current taxation issues. In addition, he currently serves, on a pro bono basis, as an Independent Director and Chairman of the Audit and Risk Committee of an established non-profit organisation since March 2023.


Upcoming Schedule

Date & Time

06 Oct 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 393.49
For Non-Members: $ 473.06


Programme Facilitator(s)

Assoc Prof (Practice) Simon Poh

Venue

Live Webinar in or outside of
Singapore