When your plan is managed directly by the NDIA registered providers electronically claim funds directly from the NDIS, and you can log in to the NDIS Portal to track spending and monitor your remaining funds.

This is the default method of managing funds for new plans. In order to change this, you must elect to be self-managed, or apply for plan management funding if you do not wish to be NDIA Managed.

Benefits of Agency Management

• Use of NDIS Portal to track spending

• Reduces stress and time spent on administration

• The service is a default offering for all NDIS participants

Plan Managers claim funds from the NDIA and pay providers on your behalf. Part of our role is to ensure the amounts that providers are charging you are within the limits in accordance with the NDIS Price Guide, and that invoices are not fraudulent.

Plan Managers must be NDIS registered and qualified bookkeepers or accountants. They are required to provide monthly statements to every participant. With Plan Management, you can receive services from both NDIS registered and non-registered providers, as opposed to NDIA-Managed funds, which can only be used on NDIS registered providers.

Benefits of Plan Management

• One contact for all funding questions

• More control over who can claim funds

• Helps you get the most from your funding

• Track spending and budgets on your behalf

• Reduces stress and time spent on administration

• Available to almost all NDIS Participants with no extra cost

• Added security, helping you avoid fraudulent and overcharged invoices

• Flexibility to work with registered and non-registered providers

You can elect to manage all aspects of your own funding. You'll receive invoices from your chosen providers yourself, then claim the funds from the NDIA and pay your providers. With this option, you'll need to track spending, ensure you're being charged the right amount and liaise with providers and the NDIA yourself, leaving you more at risk of spending funds too quickly.

With this option, you can choose to use both NDIS registered and non-registered providers and can pay over the NDIS set prices.

Benefits of Self-Management

• Full control over funds

• Flexibility to use registered and non-registered providers

• You can elect to pay more than the NDIS price limits