Options to manage your plan
There are 3 management options
- Self-management (you manage your own plan)
- Plan management (a plan manager manages your plan)
- NDIA-management (we manage your plan).
We’ll help you decide which management option is right for you
We’ll discuss what the management options are and which is the best way to manage your funding at your plan meeting. This means deciding who’ll pay your providers and manage your financial records.
Your plan can be managed all the same way, or we can combine the options. For example, your core support category could be self-managed, while your capital support category is NDIA-managed.
You have choice and control over your plan when you use any of the options.
We’ll talk to you about any risks there may be with the way you want to manage your funding.
You can only spend your funding on NDIS supports that are in line with your plan, no matter how it is managed.
Tip: You can always change your mind.
You can ask to change how your plan is managed. You don’t have to wait until we create a new plan with you. We’ll update your current plan if we agree with your request.
Option 1: Self-management
Self-managed funding is when you, your nominee or representative pay your providers and manage financial records yourself.
This option gives you the most flexibility and choice for your NDIS plan.
When you can’t self-manage
Sometimes, you may not be able to manage your own funding.
Learn more about self-management.
Option 2: Plan management
Plan management is when a registered plan manager manages your funds for you. Plan managers pay your providers and manage your financial records for you.
How to ask for your funding to be plan-managed
Let your NDIA planner know you’d like to use a plan manager at your plan meeting. We can include funding in your plan to pay for a plan manager.
This funding will be separate to your other NDIS supports and can only be used to pay for a plan manager.
How to find a plan manager
You can find and connect with a plan manager through:
- our provider finder tool
- seeking advice from people you trust, including your family and friends
- doing your own research online.
Learn more about plan management.
Option 3: NDIA-management
NDIA-management is where we’re responsible for paying and managing your providers, as well as managing your financial records. We sometimes call this Agency-managed.
Sometimes, you’ll need to be NDIA-managed. For example, if you don’t choose a fund management type.
We’ll tell you if you’re likely to be NDIA-managed and the reasons why.
Learn more about NDIA-managed funding.
Tip: Always keep an eye on your funding.
You’re responsible for making sure the supports you’re paying for are in line with your plan, no matter how you manage your funding. You can check the claims made against your plan in the participant portals or my NDIS app.
You should contact us on 1800 800 110 if you think you, your providers or your plan manager have made a mistake.
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