設立流程,(總費用爲:8萬新幣)
1前期家庭辦公室架構設計和基本盡調
Discussion with Client to confirm the family office structure
2設立家族辦公室主體: 基金和基金管理公司
Setting up family office according to the structure determined
3稅務籌劃和相關文件審改
Review of documents related to the implementation from tax perspective
4法律文件, (主要包括基金協議和CMS許可豁免法律意見書)
Legal documents
5稅務優惠資質13R/13X申請以及和金管局溝通
Prepare proposal and documents for 13R/13X and Liaise with MAS
6協助准備在私人銀行開設營業賬戶的文件
Assist in Preparing documents for Opening Business Account in Private Bank
7申請基金經理身份(EP)
EP Application and liaise with MOM
8爲家人申請身份(DP)
DP Application and liaise with MOM
總共TOTAL: S$80,000
托管維護費用,(總費用爲:1萬5千新幣/每年)
會計做帳服務Accounting Services for Two Entities S$3,000
報稅服務Tax Services for Two Entities S$4,000
秘書服務Corporate Secretary Services for Two Entities S$3,000
金管局稅務優惠申報MAS Annual Return and Liaison with MAS S$2,000
個稅申報Personal Income Tax Filing S$1,000
工作准證更新EP Renewal S$2,000
總共TOTAL: S$15,000
*一般兩年後可以嘗試申請綠卡,協助准備材料加申請費用爲S$5,000