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Advanced Certificate in Fund Establishment: Tax Regimes and Audit Framework

  • Finance & Investment
Next Intake: 30 Jul 2026 (Thu)
  • Basic
  • SkillsFuture
  • Short Courses
  • This module is part of Advanced Certificate in Fund Establishment

This programme is conducted on-campus.

To use your SkillsFuture Credit, please submit your claim through our payment portal. Do not submit the claim manually via the SkillsFuture page. Please refer to our step-by-step guide here.

Next course starts on
30 Jul 2026 (Thu) See Full Schedule
Fee
SGD2,398* (as low as SGD279.40 after maximum funding) Learn More
Duration

2 days (9am - 5pm)

Level
Basic
Venue

Singapore Management University

Who Should Attend

  • Fund Managers
  • Portfolio Managers
  • Private or Investment Bankers
  • Fund Accounting Managers
  • Fund Administration Managers
  • Entrepreneurs

PREREQUISITES

  • Participants should have at least a diploma and two years of work experience.

Overview

This module aims to deepen participants' understanding of the tax compliance, tax risk management, taxonomy application, taxation law, tax implications, and audit requirements essential for maintaining financial health and regulatory compliance within an asset management company in Singapore.

Participants will gain comprehensive knowledge of tax regimes applicable to fund and fund managers, and audit compliance fundamentals. The course will cover tax regimes for liability optimisation and local law adherence, as well as direct operational impacts. Upon completion, participants will be better able to assess and mitigate financial risks, supporting long-term asset management strategies.

Learning Objectives

At the end of the 2-day course, participants will be able to: 

  • Explain fund administration's functions and responsibilities within the fund management ecosystem
  • Understand account management and the critical role of fund administration, analyse common challenges faced, and apply effective strategies for overcoming them
  • Identify prevalent challenges, such as portfolio and investment risk management issues and regulatory compliance reporting complexities, enabling a comprehensive understanding of their impact
  • Apply practical strategies for overcoming these challenges, including implementing efficient systems and processes, staying updated with regulatory changes, and ensuring continuous compliance

Assessment

As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of every module. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.

Participants are required to attain a minimum of 75% attendance and pass the associated assessment for each of the 6 modules within 3 years in order to be awarded the digital Advanced Certificate in Fund Establishment issued by Singapore Management University.

Calculate Programme Fee

Click here for more information about SkillsFuture Credits (Not applicable for Company-sponsored participants)
For PSEA - Available only for Singapore Citizen below 31 (Not applicable for Company-sponsored participants)

Total Program Fee: SGD0.00

Fee Table

EMPLOYER-SPONSORED

PARTICIPANT PROFILE

SELF-SPONSORED

SME

NON-SME

Singapore Citizen < 40 years old

Permanent Resident

LTVP+

$719.40

(After SSG Funding 70%)

$279.40

(After SSG Funding 70%
+ ETSS Funding 20%)

$719.40

(After SSG Funding 70%)

Singapore Citizen ≥ 40 years old

$279.40

(After SSG Funding 70%
+ MCES Funding 20%)

$279.40

(After SSG Funding 70%
+ ETSS Funding 20%)

$279.40

(After SSG Funding 70%
+ MCES Funding 20%)

International Participant

$2,398

(No Funding)

$2,398

(No Funding)

$2,398

(No Funding)

All prices include 9% GST

Please note that the programme fees are subject to change without prior notice.

Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.

Self Sponsored

SkillsFuture Credit

Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.

This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.

Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual).

Workfare Skills Support Scheme

From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.

Employer Sponsored

Enhanced Training Support for SMEs (ETSS)

  • Organisation must be registered or incorporated in Singapore
  • Employment size of not more than 200 or with annual sales turnover of not more than $100 million
  • Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
  • Trainees must be Singapore Citizens or Singapore Permanent Residents
  • Trainees must not be a full-time national serviceman
  • Trainees are eligible for ETSS funding only if their company's SME status is approved prior to the course commencement date. To verify your SME's status, please click here. 

Please click here for more information on ETSS.

Absentee Payroll

Employers who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:

AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)

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Trainers

Dawn Ho
Former Director
Monetary Authority of Singapore
Dawn Ho
Former Director
Monetary Authority of Singapore

Dawn has over 25 years of experience in the financial services industry. As a former Director at the Monetary Authority of Singapore, she holds deep expertise in the area of Governance, Risk and Compliance with over 17 years of experience in Financial Sector Supervision and Internal Audit. Dawn worked closely with key financial institutions and industry partners in Singapore and London between 2012 and 2019 when she led the strategic development of the Singapore Fund Management Industry and Insurance Industry. She spearheaded projects that included the introduction of Variable Capital Companies Framework in Singapore. Dawn holds a Post Graduate Diploma in Financial Strategy from Said Business School, University of Oxford, and Bachelor of Business (Honors) Degree from Nanyang Business School, Nanyang Technological University.

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