You can enjoy tax relief on cash top-ups made each calendar year, up to:
- $8,000 when you or your employer/ platform operator tops up your own Special Account (SA)/ Retirement Account (RA); and
- Another $8,000 when you top up your loved ones' SA/RA.
This means you can receive up to $16,000 in tax relief per year by topping up both your own account and those of your loved ones.
Here are some important things to note:
| Notes | Elaboration |
|---|
| Tax relief up to Full Retirement Sum (FRS) only | Tax relief is only granted up to the current year's FRS. |
| Giver enjoys tax relief | Tax relief is enjoyed by the giver of the cash top-ups, not the recipient. |
| Tax deduction for employers/ platform operators | Employers/ platform operators may also claim tax deductions on cash top-ups made separately. |
| Shared cap with MediSave top-ups | The $8,000 tax relief cap on cash top-ups to your own SA/RA is shared with cash top-ups to your MediSave Account (MA). This shared cap also applies to the $8,000 cap on tax relief for top-ups to loved ones' SA/RA. |
From 1 January 2025, cash top-ups that qualify for the Matched Retirement Savings Scheme (MRSS) (up to $2,000 matching per year) will no longer enjoy tax relief. Find out
more.