A Quick Guide To NDIS Plan Management

11 October 2023

Plan management is a vital component of the National Disability Insurance Scheme (NDIS) that often remains unsung but plays a crucial role in empowering participants. It's the linchpin that enables individuals with disabilities to navigate their NDIS plans effectively, ensuring they receive the support they need. In this blog post, we'll delve into the ins and outs of plan management, shedding light on how it offers increased choice, control, and financial stability to NDIS participants.

Management of funding in a participant’s plan Funding in a participant’s NDIS plan can be managed in a number of ways:

1. Agency Managed: This is when a participant chooses to use the National Disability Insurance Agency (NDIA) to manage their NDIS funds. The NDIA will directly pay registered providers of relevant services on behalf of a participant.

2. Self-Managed: This is when a participant (or their plan nominee) manages their NDIS plan funds. The NDIS will reimburse a participant or their plan nominee directly for the NDIS supports received.

3. Plan Managed: This is when a participant chooses to use a plan management provider who will assist a participant with managing their NDIS plan funds. Plan management providers can purchase support on behalf of participants from either registered or unregistered providers. A plan manager will receive funds from the NDIA and disburse funds on behalf of a participant to providers of other services received.

What is NDIS Plan Management and How Does it Help Participants?

NDIS Plan Management is a vital service designed to streamline the management of NDIS funds for individuals with disabilities. These services are facilitated by registered NDIS providers known as "plan managers." To offer NDIS plan management, providers must be authorised under the specific registration group titled "Management of funding for supports in participants plans," encompassing a range of essential supports and services.

Plan management is a cornerstone of the National Disability Insurance Scheme (NDIS) with a multitude of advantages. Skilled plan administrators play a pivotal role in helping participants:

  • Maximise the use of their NDIS funds
  • Reduce the risk of fraud and misuse
  • Stay aligned with their objectives
  • Make informed choices about resource allocation

Plan managers may assist people with disabilities in many ways, such as:

  • Budget management for the NDIS: Plan managers may assist persons with disabilities in keeping track of their expenditures and ensuring that they are making appropriate use of their money.
  • Searching and Scheduling services: Plan managers can assist individuals with disabilities in locating and reserving the services they require.
  • Offering financial Guidance: Plan managers can offer financial guidance to people with disabilities and support them in making wise financing selections.
  • Defending the right to live with disabilities: Plan Managers can represent disabled individuals before the NDIS and other care providers.

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Plan managers as registered NDIS providers

The NDIS plan management guidelines serve as a comprehensive framework, outlining the conduct expected of plan managers. Covering a range of critical topics, from participant rights to plan manager responsibilities and selection criteria, these rules are designed to uphold standards of service excellence.

Key Guidelines for NDIS Plan Management:

  1. Compliance and Registration: Plan managers must adhere to specific requirements and officially register with the NDIS, ensuring they meet the necessary standards to provide this essential service.
  2. Participant Choice and Flexibility: Participants have the autonomy to select their preferred plan manager and can switch managers at any time, giving them greater control over their NDIS experience.
  3. Adherence to NDIS Plans: Plan managers must strictly adhere to the NDIS plan when managing participants' funds, guaranteeing transparency and providing regular reports on expenditure.
  4. Expression of Dissatisfaction: Participants have the right to voice any concerns or dissatisfaction with their plan manager, ensuring open communication channels for feedback and resolution.

Plan management providers must follow the requirements and conditions of registration. Additional information about the provider registration process, the NDIS Code of Conduct and Practice Standards can be found on the NDIS Commission’s website.

Benefits of Using Plan Management

Plan management should only be used after careful consideration and provider comparison. This will assist you in locating the best plan manager for your requirements.

Plan management will help you in:

  • Improve your capacity for managing money and plans
  • Learn to handle your strategy yourself
  • On your behalf, pay service providers
  • Expand the range of available providers
  • Obtain budget reports for the NDIS plan and improve budget management

Additional advantages of applying plan management include the following:

  • The comfort of consideration: Plan managers can handle the clerical work involved in running your NDIS plan, freeing you up to concentrate on enjoying your life
  • Adaptability: Plan Manager can collaborate with you to design a strategy that meets your requirements and objectives
  • Assistance: Plan managers can help you understand the NDIS system by offering assistance and advice

Plan management is a fantastic choice to take into account if you are an NDIS-qualified participant. It can assist you in maximising your money and achieving your objectives.


Why Should You Hire a Plan Manager?

People with disabilities can get financial assistance through the National Disability Insurance Scheme (NDIS) to help them lead the best lives possible. A plan manager is one way that people can have access to this financing.

A plan manager is a person or group handling an individual's NDIS funding. They can take care of this on the disabled person's behalf or collaborate with the disabled person to teach them how to handle their own money.

How can I contact and reach a plan manager?

There are several methods a participant can locate and get in touch with a plan management provider, including

  • Talk to your Local Area Coordinator (LAC)
  • Use the Provider Finder tool on the NDIS Myplace participant portal
  • Ask your friends and family
  • Search online

Once you have found a few plan managers that you are interested in, it is important to do your research. Read reviews and compare fees. You should also interview the plan managers to make sure that they are a good fit for you and your needs.

How to Change Plan Managers

If you are dissatisfied with your current plan manager, then can switch to a different one. Here are the guidelines to follow:

  • Inform your existing plan's manager. They will tell you about your strategy and assist you in making the shift.
  • Locate a new plan manager. Talk to your Local Area Coordinator (LAC), use the Provider Finder feature on the NDIS myplace participant portal, or ask your friends and family for advice to locate a new plan manager.
  • Give a copy of your plan to your new plan manager. This will assist them in understanding your requirements and how to handle your funds.
  • Fill out the form to change the plan manager. This form is available on the NDIS website.
  • Send the NDIA the change of plan management form. This can be done either online or by mail

Changing plan managers might be a tedious procedure, but keep in mind that you have the right to do so at any moment.

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Complaints and Feedback about Plan Manager

If you are dissatisfied with the service provided by your plan manager, you're given the right to file a complaint. You can begin by speaking with your plan manager. They might be able to address the problem.

If you have a problem with the outcome of your meeting with your plan manager, you have the option of filing a complaint with the NDIS Commission. The NDIS Commission is an impartial agency in charge of examining NDIS complaints.

You can file a complaint with the NDIS Commission in the following ways:

  • Call 1800 035 544
  • Fill out the online complaint form
  • Send an email to the NDIS Commission.

The NDIS Commission will investigate your complaint and will take action if they find that your plan manager has breached the NDIS Quality and Safeguards Framework.

Here are some additional tips for complaining about the service of your plan manager:

  • Describe your problem in detail and with clarity.
  • Your complaint should be supported by proof.
  • When interacting with your plan manager and the NDIS Commission, act with courtesy and professionalism.

It might be difficult to express your dissatisfaction with the services provided by your plan manager, but it's crucial to keep in mind that you have the freedom to do so. You can ensure that the procedure goes as smoothly as possible by using these suggestions.


People with disabilities who manage their plans can better manage their NDIS money. It can help you become a better money manager, pay your bills, and provide you with budget reports.

Remember, plan management is a personal decision. There is no one-size-fits-all solution. The best plan manager for you will depend on your individual needs and preferences.

Here are some of the benefits of choosing a plan manager with caring humans:

  • Caring humans can help you to understand your NDIS plan and how to use it to get the most out of your funding.
  • Caring humans can help you to find and book the services that you need, including therapy, support, and equipment.
  • Caring humans can advocate for you with the NDIS and other service providers.

If you are considering using a plan manager, We encourage you to choose one with caring humans. They can make a big difference in helping you to get the most out of your NDIS funding.

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