Somerset Education is dedicated to the financial viability and sustainability of non-government schools.

We value Integrity, Simplicity and Professionalism.

Working with schools, of all sizes and of different educational philosophies over 20 years, Somerset Education understands the balance of education strategy and financial sustainability.

Survey participants in 2017 represented over 75% of students in Independent schools — the largest Financial Survey of non-government schools in Australia. Compare income, expenditure, staff, debt, capital and cash flows with similar schools.
Budgeting and Reporting
Integrate budgeting, accounting, board reporting and analysis with our school Business Intelligence (BI) tools.
Services & Training
When planning capital expenditure and borrowing programs, we can analyse past and future financials to help governors and management make informed risk decisions. Including Financial Governance Training


School governors, principals and business managers need to make well-informed decisions about financial risk and ensure the financial viability and sustainability of their school. Our benchmarking, budgeting and reporting products, together with our knowledge of the school sector, helps to convert large amounts of data, from your school and similar schools, into an easy-to-understand format to help inform decisions about current financial health and the effect of pending decisions on future financial health.

John Somerset

John Somerset

John Somerset has practiced in chartered accounting for over 30 years, with the past 25 years dedicated to the financial health of non-government schools. Qualifications include Bachelor of Commerce, University of Queensland and a Masters by research at Queensland University of Technology on his passion — financially sustainability of schools. John has been a governor on school boards since year 2000 and he is currently President of Independent Schools Queensland and Director Independent Schools Council of Australia.




out of 10 survey participants recommend participation to others

Client Testimonials


We received an overall 4 ½ star rating for the survey. Read more reviews here.

Your training session was beyond expectation and the banker engagement was a testament to the level of knowledge and experience you have in this industry. I think it is fair to say that you have just created a seismic shift in the way we support our schools!

Sharon Watkins, National Head of Education and Social Sector, Westpac

The Somerset Survey is a valuable tool for “responsible financial management” in schools. I have found the benchmarking a great guide not only the development of our 10 year business plan but for implementing best practise in the current environment. Our school is a low financial risk and financially sustainable school. I can confidently go to our Governors reassuring them of our ongoing financial viability, thanks to John Somerset Education for their analytical framework.

Robert Tarran, Lavalla Catholic College

The Somerset Survey is a powerful strategic analytical tool for Business Managers, Principals and Boards. In only my second board meeting at the College, I was able to present to the Board for the first time in a decade a report on College’s actual and projected financial health as measured against quality benchmarks which included a comparison of the College compared its peer schools.

Reg Gully, St Michael’s College

The improvements this year to enable selection of samples is an excellent improvement and enhances the value of the survey. It has allowed our school to compare our results to a range of samples and supported more detailed discussions about our results.

Jason Hockaday, The Glennie School


Phone: 1300 781 968 or International: +61 7 3263 5300

Postal Address: Somerset Education, GPO Box 3273, Brisbane QLD 4001 Australia

Send us an email using the form below:

Your name (required)

Your email (required)

Your contact number (required)

Your message

As a member of the Institute of Chartered Accountants Australia and New Zealand, the firm participates in a national liability capping scheme.
Accordingly our liability is limited by a scheme approved under professional standards.