(Seminar for Estate Planning) Navigating the Complexities of Digital Assets: Ensuring a Seamless Transfer

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Navigating the Complexities of Digital Asset Estate Planning: Ensuring a Seamless Transfer

Join us for an insightful event where we will delve into the intricacies of digital asset estate planning. Learn how to safeguard your online assets and ensure a smooth transfer to your loved ones. Our experts will guide you through the process, providing valuable tips and strategies along the way. Don’t miss out on this opportunity to secure your digital legacy! This event is free to attend, but registration is required.

Event Location: 80RR Fintech Hub SG

Time: 7:30pm – 9:30pm

 

 

Key Takeaways:

  1. Challenges of Estate Planning in New Era: Understand the new threat in our wealth distribution and how our estate can fall into the wrong hand.
  2. Basics of Asset (ABCD) Distribution: Understand the fundamental principles of asset distribution.
  3. US Federal Estate Tax Implications: Discover the tax liability and implication on US stock investments and Digital Assets.
  4. Digital Asset Wealth Transfer: Discover ways to protect or transfer your Digital Assets to your loved ones in a seamless way.

Join us to gain valuable insights into estate planning and take the first step towards effectively guarding your wealth. No prior knowledge is required, and all are welcome.

Registration starts at 7:00pm.

 

Register Now!

Speakers Profile

Mr. Kenny Loh is a Certified Estate & Legacy Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFP). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

LinkedIn: https://www.linkedin.com/in/kennyloh-investment-retirement/

Personal Profile: https://engage.fa.com.sg/author/kennyloh/

 

Mr.Adrian Chng is the Founder and CEO of Fintonia Group, a MAS licensed financial institution based in Singapore. In 2021, Fintonia Group launched the first institutional grade BTC tracker fund in Asia managed by a MAS-licensed fund manager and was awarded the provisional VARA licence in Dubai in July 2022.

With over 25 years of experience as a business leader, Adrian is particularly involved in the FinTech and digital asset industries. He co-founded two FinTech companies (CredoLab and Asia Kredit), and sits on the boards of numerous organisations.

Prior to Fintonia Group, Adrian was the CEO of jobsDB.com, which had a US$1 billion merger and exit in 2014, and CEO of GoBear amongst other leadership roles across the finance and technology sectors. He started his career as an M&A investment banker with Merrill Lynch and SBC Warburg (UBS). Adrian is an Executive Committee member of the Singapore FinTech Association and a member of the Young Presidents Organisation.

LinkedIn: https://www.linkedin.com/in/adrian-chng-cy/

Website: https://www.fintoniagroup.com/

 

Mr. Timmoney Ng is a Partner of Charles Russell Speechlys. As a US tax lawyer based in Singapore, Tim advises international startup companies, fund investors, and large multinational corporations in the tech, life sciences, semiconductor, and crypto/blockchain space. Tim’s practice focuses on US tax planning and controversies regarding passive foreign investment companies (PFIC), controlled foreign corporations (CFC), funds/partnerships, global intangible low-taxed income (GILTI), subpart F income, foreign-derived intangible income (FDII), foreign tax credits (FTC), US trade or business (commonly known as US tax nexus), qualified small business stock (QSBS), US real estate investments (FIRPTA), and transfer pricing. Tim earned his Juris Doctorate from the University of California, Berkeley, School of Law (Berkeley Law) and is a US-qualified lawyer, having passed the California Bar Exam.

LinkedIn: https://www.linkedin.com/in/timmoney-ng-b25b0163/

 

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(Interview) Veteran Investment Advisors Share Expert Tips for Singapore Investors

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In this insightful interview, Kenny Loh and John Dasson, share their personal investment journeys and offer valuable advice for Singaporean investors at all stages of life. Both are seasoned investment advisors from Financial Alliance, Singapore’s largest independent financial advisory firm.

Discover their unique approaches to investing, how the investment landscape has evolved over the years, and learn from the biggest mistakes they’ve seen people make.

Key topics covered:

🔹 How to kickstart your investment journey
🔹 Investment philosophy: Then vs Now
🔹 Common investment mistakes and how to avoid them
🔹 Tips for young working adults who haven’t started investing
🔹 The advantage of working with an independent financial advisory firm

Bonus:

🔸 The future of alternative investments
🔸 Cryptocurrency: A promising investment or a risky bet?
🔸 REIT investing: What new investors should consider
🔸 Tailoring your portfolio for retirement …and more!

Video Highlights

  • Introduction and Career Journeys
    • Self Introduction
    • John shares his 13-year journey in wealth advisory
    • Kenny talks about his career switch from the corporate world
  • Investment Strategies (02:26)
    • John explains his three-bucket strategy
    • Kenny emphasizes a defensive-first approach
    • Importance of diversification
  • Common Investment Mistakes (05:52)
    • Investing without clear goals
    • Emotional management in investing
    • Risks of unregulated investment structures
  • Advice for Young Investors (11:05)
    • Start investing early
    • Importance of education and understanding risk tolerance
    • Benefits of compounding returns
  • Diversification of REITs and Alternative Investments (16:36)
    • Discussion on REITs and their challenges
    • Importance of diversifying into alternative investments
    • Potential of trade financing and private equity
  • Cryptocurrency and Estate Planning (21:00)
    • Views on cryptocurrency as an investment
    • Importance of estate planning for crypto assets
    • Strategies for wealth distribution and protection
  • Estate Planning (25:32)
    • Importance of having a will and updating asset statements
    • Structuring testamentary trusts for minors
    • Managing international assets and properties
  • Tax Considerations for Investment Portfolios (28:40)
  • How should one manage their portfolio as they approach retirement? (31:24)

Kenny Loh is a Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.  You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

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Exclusive Interview with OUE REIT: Shifting Profit Focus from Grade A Offices to more Hotels

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In this episode, we sat down with Han Khim Siew, CEO of OUE REIT, to explore the dynamic world of real estate investment and management. Celebrating its 10th anniversary, OUE REIT has grown into one of Singapore’s most significant diversified real estate investment trusts, managing a diverse portfolio of upscale hotels and commercial office spaces.

Han shares his insights on several key topics, including the bifurcation in the office market and how prime, green-rated buildings are thriving due to their appeal to the younger workforce. We also discuss the impact of COVID-19 on work patterns, the resilience of the hospitality sector, and the importance of maintaining high-quality office environments in prime locations.

Additionally, Han explains OUE REIT’s commitment to sustainability and ESG initiatives, which are crucial for attracting multinational tenants and securing favourable financing. We also delve into OUE REIT’s future expansion plans in key gateway cities like Tokyo, Sydney, Melbourne, and Hong Kong.

Key Pointers:

 

  • 00:00 Introduction and Portfolio Overview
    • Han Khim Siew introduces himself and OUE REIT
    • Discusses the portfolio composition and diversification
    • Emphasizes the focus on Singapore properties
  • 02:31 Office Space Strategy
    • Talks about the bifurcation in office space demand
    • Highlights the importance of prime locations and green-rated buildings
    • Explains the impact of work-from-home trends
  • 06:00 Tenant Dynamics and Market Trends
    • Discusses tenant preferences and the importance of CBD locations
    • Explains the challenges of right-sizing office spaces
    • Mentions the stability of co-working spaces
  • 10:00 Impact of Tech Tenants
    • Shares insights on the tech tenant composition in their portfolio
    • Discusses the changes in tech space demand
    • Highlights the benefits of a diversified tenant base
  • 16:00 Future Outlook and ESG Commitments
    • Talks about the future of office rents and lease expiries
    • Emphasizes the importance of ESG commitments
    • Explains the benefits of green financing and sustainability-linked loans
 
  • 24:48 Importance of ESG and Green Ratings
    • ESG targets linked to credit ratings
    • Green-rated buildings in prime locations
    • Impact on borrowing costs and dividends
  • 27:02 Shanghai Asset and Market Conditions
    • Prime location of Shanghai asset
    • Over-supply issues in Shanghai
    • Long-term belief in asset’s value
  • 31:04 Acquisition Strategy and Market Focus
    • Focus on key gateway cities
    • Interest in Tokyo, Sydney, Melbourne, Hong Kong
    • Avoiding further investments in China due to over-supply
  • 33:00 Shift to Hospitality Sector
    • Increasing revenue from hospitality
    • Benefits of dynamic pricing in hotels
    • Experience managing large hotels
  • 39:02 Operational Improvements and Branding
    • Asset enhancement initiatives
    • Rebranding to Hilton Singapore Orchard
    • Targeting corporate travelers and increasing room rates
 

 

  • 51:20 Hotel demand and room mix
    • Strong demand for certain room categories
    • Consultants and air crew as key guests
    • Focus on cities with both tourists and business travelers
  • 52:57 Sustainable dividend yield
    • Reducing seasonality in hotel bookings
    • Creating stable revenue streams
    • Example of Hilton Singapore’s success
  • 54:02 Concerts and events impact
    • Significant bookings during major events
    • Taylor Swift’s concert as a notable example
    • Similar impact to F1 events
  • 56:00 Financing strategy
    • Avoiding equity fundraisers due to dilution
    • Maintaining borrowing ratio below 40%
    • Recycling assets to acquire better-performing ones
  • 57:55 Future growth plans
    • Positive rental reversion in office spaces
    • Growth in hotel and retail revenue
    • Exploring opportunities in major cities like Sydney and Tokyo


Curious to learn more? Tune in to this episode and discover the strategies that make OUE REIT a leader in real estate investment.

Kenny Loh is a Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk-adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also an invited speaker of REITs Symposium and Invest Fair.  You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement-related news. https://t.me/REITirement

Continue ReadingExclusive Interview with OUE REIT: Shifting Profit Focus from Grade A Offices to more Hotels