Funding options

There are three options to manage your NDIS funding - self-managed, plan-managed and NDIA-managed.

You can also choose a combination of the three options. For example, you may choose to self-manage one part of your plan to start with and have the rest managed by the NDIA.

Your early childhood partner, Local Area Coordinator (LAC) or NDIA planner will ask you how you would like to manage your NDIS funding during your planning meeting. They will help you choose the best way to manage your funds for your needs and circumstances.

No matter how your funds are managed, you still have choice and control to ensure your services are working for you and fit in your budget. Even if your funding is managed by the NDIA or a Plan Manager, you should regularly check the myplace portal and your funding to make sure your budgets are on track.

Self Management

The NDIA provides you with funding so you can access the supports that will best help you pursue your goals. 

We have an NDIS guide to self-management for people who are self-managing, or interested in self-managing their NDIS funding. This guide will help people understand the benefits of self-management, roles and responsibilities and how to self-manage effectively.

The benefits of self-managing

Self-managing your NDIS funding gives you control, independence and flexibility in arranging and paying for your supports.

If you self-manage your NDIS funding you will have:

  • Choice in deciding what supports you purchase in line with what is included in your plan, who provides these supports and how they are delivered.
  • Flexibility to use any provider that will best help you to pursue your plan goals.
  • Capacity to employ or contract staff directly, or have someone employ staff on your behalf.
  • Ability to negotiate the costs of your supports so you get the best value-for-money and to use savings to buy more or better quality supports.
  • Control over and responsibility for your NDIS funding so you can manage your own budget for the duration of your plan.

Responsibilities

If you are thinking about self-managing you need to understand your responsibilities as a self-manager. Your responsibilities include:

  • Purchasing supports that link to the goals in your NDIS plan.
  • Make clear agreements with your providers about the support you will receive including how they will be provided and paid for.
  • Managing your funding so the costs of the support give you value-for-money, and can be met from within your budget.
  • Claiming and paying for supports by making payment requests and paying for your supports on time.
  • Keeping invoices and receipts to show you have paid for your supports using your NDIS funding.
  • Meeting your obligations as an employer if you choose to employ staff directly.
  • Showing how you’ve used your self-managed funding towards pursuing your goals at your plan reassessment.
  • Advising the NDIA of any significant changes in your circumstances that may result in you being unable to meet your responsibilities as a self-manager.
  • Participating in any payment auditing where you will need to provide invoices, receipts or other evidence to show you have spent your funds in-line with your NDIS plan.

Plan-managed Funding

The NDIA will provide funding in your plan to pay for a Plan Manager who pays your providers for you, helps you keep track of funds and takes care of financial reporting for you. 

Why use a plan manager?

A plan manager can help you: 

  • Increase your financial and plan management skills
  • Learn how to self-manage your plan 
  • Pay providers
  • Increase your choice of providers
  • Get NDIS plan budget reports and greater budget oversight. 

How can I have plan management?

At your planning meeting, you can tell NDIS staff that you would like a plan manager to support you. The NDIS will include funding in your plan to pay for your plan manager. This is separate from your other services and supports in your budget. 

If you are mid-plan and want to change, contact us at 0404 046 919 to discuss how you can include plan management in your plan. 

How do I find and connect with a plan manager?

You can find and connect with a plan manager through: 
  • Your Local Area Coordinator, early childhood partner or support coordinator 
  • The Provider Finder tool on the NDIS myplace participant portal
  • Your friends and family
  • Other online resources and websites. 
  • Contact us at 0404 046 919 and we can assist you. 

How do I change plan managers?

You can choose your plan manager. You can also change your plan manager during your plan. If you wish to change, you will need to tell your plan manager. They will provide you with information about your plan and help you to change it.

NDIA – managed funding

When your plan is managed by the NDIA (sometimes referred to as Agency-managed):

  • You are able to choose from a range of NDIS registered providers.
  • Your providers claim payment electronically from your funding.
  • You cannot use unregistered providers.
  • You can look on the myplace portal to see what claims providers are making against your NDIS funding and keep track of your budget.
  • The NDIA will manage your book-keeping and records of your spending.

For any questions, please complete the disability services referral form or call us on 0404 046 919 to enquire.

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