What is Plan Management?

Plan Management is one of the four options NDIS participants to manage their NDIS funds:

  1. 1. Agency Managed: The NDIA holds the funds and pays providers through the NDIS Portal. This is the most common option (68% of participants).
  2. Self Managed: NDIS participants/nominees receive invoices directly (in arrears) and then are responsible for ensuring timely payment.  They can either pay the invoice first and then claim reimbursement via the NDIS portal or claim the invoice amount from the NDIA on the portal and then pay after receiving the funds.
  3. Plan Managed: A financial intermediary (i.e. an accountant or bookkeeper) manages the Plan.  Providers invoice the Plan Manager.
  4. A combination of the above.

What does a Plan Manager do?

A Plan Manager is a financial intermediary functional role.

A Plan Manager is responsible for:
Receiving invoices
Paying invoices
Provide an option for reporting, monthly statements, summary expenditure
Assist with End of Financial Reporting for NDIS Plan

Why would I want to us a Plan Manager?

You don't have to use the NDIS Portal, however, you have partners providing support in navigating the NDIS.
You have someone to help you make the most of your Plan.
You may wish to engage with supports from non-NDIS registered providers such as:
Jim's Mowing, Sole traders, Therapists, Independent Support Carers.
You have the best of Choice and Control through your Plan Manager, without the financial administrative burden.

When do my Supports get paid?

We have a scheduled payment run every Friday.  Each invoice will need to be received a week prior for prompt processing.