To begin in business with future success in mind, the right structure needs to be put in place
to maximize your wealth and/or protect your assets. Restructuring your business or affairs usually
results in long term increased profits and reduced tax. A long term view of your own customised
business architecture will result in the optimal financial outcome.
o
Risk Protection
o
Risk Management
o
Relationship Property issues
o
Tax Optimisation
o
Internal Management Efficiency
o
Eventual Wealth Extraction
BUSINESS DEVELOPMENT
Once you have the optimal business structure in place, we take the time and expertise to analyse
your current level of activity and put in place a strategy to get your business where you want it to
go. This is your plan to a successful road ahead and to minimise the chance of being one of the 70%
of businesses who fail in the first few years.
o
Business Model Assessment
o
Structure Design
o
Management Skills
o
Profit improvement plan
o
Marketing
o
Testing & Measuring
o
Reporting & Revaluation
o
Decisions & Actions
COMPLIANCE MANAGEMENT
We have designed packages that ease your requirements to comply with Income Tax legislation and
the Inland Revenue Department. They are economical and simple to use and most of our clients rave
about the success they have had with them. We have different levels which range from the most basic
of businesses to the complex and evolving businesses who desire to grow and reduce their taxes
substantially. We also offer traditional services and advice on all types of taxes, if required,
and our Financial Reporting presentation is second to none.
o
Financial Reporting
o
Income tax
o
GST
o
FBT
o
Entertainment Tax
o
Child and/or family assistance
o
ACC
o
OSH
o
Payroll & Employment
INVESTMENT PROGRAMMES
The recovered Wealth gained from optimal structuring, business development and successful
compliance management should be invested to multiply that gain. We can give advice on your
portfolio or potential investment options.
o
Investor profiling
o
Investment objectives
o
Fund allocation ratios
o
Advisor Direction & Supervisor
o
Investment Performance
o
Monitoring Profile Changes
SUCCESSION PLANNING & MANAGEMENT
The traditional days of generational succession (parent to child) are nearly over and succession is
often about how to plan for the sale of your business. Ultimately succession is accounted for
right from the birth or acquisition of the business and during its lifetime tools including business
development and management need to be installed into the processes. Investment needs should also be
addressed, and closer to the sale, business grooming is very important. All such steps will
maximize the sale price and ease the business transition. We also have experience in many cases
of generational succession and have seen the successes and disasters of those who have approached it
too late.
o
Wealth Creation
o
Measuring & Monitoring
o
Growing Wealth Value
o
Risk Management
o
Wealth Protection
o
Wealth Extraction
o
Succession
Budding businesses need to put the optimal business structure in place for planned growth and maximum return.
Neville Dodd
Neville is the director and founder of Dodd & Associates Limited. The dedication to our clients starts with
Neville, often found at the office day and night.
Neville's career has spanned engineering, marketing, general management and accounting, giving him an
understanding of business that transcends through all facets of D&A. Neville specialises in Wealth
Management and Structural Design, advising and reporting to small business and agribusiness.