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Steve Allan, Partner

Steve Allan, Partner

Director, Business & Private Client Advisory

I am an experienced corporate accountant with strong credentials in developing infrastructure projects in the education sector. I advise private and public sector clients on a wide range of general corporate and commercial matters, including mergers and acquisitions, and have experience working across Australia, China, and Southeast Asia.

I specialise in establishing overseas education campuses, developing financing solutions and innovative business models, and conducting governance and performance reviews.

Throughout my career, I have worked with 35 of Australia’s 40 major universities. I have developed strong relationships across the sector and am regarded as a trusted advisor.

For the past 12 years, I have assisted organisations in the education sector with challenges relating to:

  • budgeting and international student projections
  • preparing business plans for the expansion of educational offerings
  • conducting business analytics and trend analysis across education key performance indicators
  • managing divestments, mergers, and acquisitions involving education providers
  • structuring entities in a tax-effective manner
  • conducting course and staff rationalisation assignments
  • preparing grant and funding applications
  • establishing ownership structures for premises owned by education providers.

I have also undertaken assignments for state governments relating to trends in education providers’ earnings. In addition, I have assisted a range of education providers with GST, fringe benefits tax, and income tax health checks.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

Skills

  • Business Services
  • Education

Qualifications, memberships & affiliations

  • Bachelor of Economics (Monash University)
  • Fellow of the Institute of Chartered Accountants
  • Fellow of CPA Australia

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