Self-managing budgets in your plan

Self-managing any part of your NDIS funding or budget gives you choice and control over the people that you pay to support you.

Self-management means you are responsible for requesting and paying the invoices related to the supports you have received through your NDIS plan.

Self-managing gives you the opportunity to purchase supports from suppliers that have not registered with the NDIA. This can include any type of support provided if these supports have been incorporated in your NDIS Plan.

In your discussion with the NDIS you will have talked about whether you would like to self-manage the support budgets in your plan.

Your responsibility

If you choose to self-manage any part of your NDIS Budget, you will be responsible for:

  • choosing and arranging your own supports, including your own support workers
  • ensuring that the relevant invoices for your supports are paid on time
  • keeping appropriate records and receipts for supports provided, claimed and paid
  • reporting to the NDIA on the amount used and funds spent on the self-managed items of your NDIS plan.

It is important, that you, or someone who can help you, are able to meet these obligations.

You can submit claims to the NDIA and the money will be deposited into your nominated NDIS bank account.

Self-managing process

The NDIS has developed a process that supports you to manage your finances quickly and efficiently.

As a self-managed participant you have specific roles and responsibilities as part of your individualised plan.

You must be able to:

  • select a preferred service provider (NDIS registered or not),
  • request an invoice for service,
  • claim the expense through the scheme and maintain appropriate records, and
  • pay the provider.

Claims will be processed quickly (generally within 48 hours depending on who you bank with).

Self-managed participants can also choose to pay a service provider up front and claim the expense back through the scheme.

You will then be reimbursed for these expenses, with the money deposited into your bank account.

Self-management capacity building supports

If you are self-managing some or all of the funds in your Plan Budget, or preparing to transition to self-management, you can choose to purchase supports from your Core Supports budget through a support item called: Self-management capacity building.

The self-management capacity building item provides you with greater flexibility to purchase services to strengthen your abilities and assistance to self-manage your funds and supports.

Download the factsheet:

Self Management capacity building (DOCX 749KB)

Self Management capacity building (PDF 669KB)

Directly employing your own staff

Self-managing your plan may also allow you to directly employ your own staff, or pay someone else to employ them on your behalf.

Direct employment of staff gives you control over the people who work with you, the hours they work and the tasks that they perform. Direct employment is only an option if you self-manage your NDIS funding.

You do not need to directly employ all of the staff who deliver your NDIA funded supports. You can use this option on its own or in combination with using self-employed contractors or other service providers (including service providers registered with the NDIA).

Getting ready to self-manage

If you would like to self-manage but are unsure whether you are ready to self-manage aspects of your NDIS Budget, talk with the NDIS about suitable options that could be included in your NDIS Plan to help you develop the skills that you need.

You might also want to speak to other NDIS participants in your local community who have had experience self-managing NDIS funding.

Here are some questions that can help you work out if you are ready to self-manage:

  • Do you pay your bills on time?
  • Can you review a bank statement and see if there is anything that you have not authorised?
  • Can you keep and organise receipts, bank statements and other paperwork?
  • Can you be firm with someone if you don’t like what they are doing to support you?
  • Do you understand which skills you do and don’t have when it comes to filling out forms or handling money, and do you know who to ask for help?
  • If you want to hire your own staff directly, do you know what the laws are about hiring your own staff?
  • If you answered yes to all of these questions, then you are ready to consider self-managing part, or all, of your NDIS Budget.