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Self-managed, agency managed and plan managed explained

Feb.26.2024

Ways to manage your NDIS funding

There are three options to manage your NDIS funding – self managed, plan managed and agency (NDIA) managed. You can also choose a combination of the three options.

Your LAC or NDIA planner will ask you how you would like to manage your NDIS funding during your planning meeting and will help you choose the most appropriate solution for you.

How are people choosing to manage their NDIS funds?

Every quarter the NDIS publishes a quarterly report which gives us important data on how the NDIS is performing, plus information about the funding and provision of supports to participants.

Let’s break down what we learned in the latest report about how NDIS participants are managing their plans:

In the Q2 2023-24 report published in December 2023:

There has been a significant shift in plan management, with an increasing number of participants choosing to use a plan manager rather than have the NDIA manage their plan. Over the last 2 years this increased from 53% to 62% and agency managed decreased from 17% to 9%.

What’s the difference between self-managed, agency managed and plan managed?

Self-management

NDIS Participants manage all the financial aspects of their NDIS plan, such as paying providers and keeping records of their services and invoices. They don’t receive any funding to do this.

Why self-management?

  • Make decisions in line with your plan goals
  • Choose registered and non-registered providers
  • Employ your own staff or pay someone to employ others
  • Control and full responsibility for your NDIS funds and claiming from the NDIS

Plan management

NDIS Participants enlist a third party, such as MyIntegra, to manage their NDIS funds and paperwork and pay their bills. This option is paid for separately out of the NDIS plan and does not affect any of your other supports.

Why plan management?

  • Increased control over how your plan funds are used
  • Choose registered and non-registered providers
  • Help with paying your NDIS support providers
  • Professional budget management, ensuring funds are available for the length of the plan
  • Help to navigate the NDIS

Agency management

NDIS Participants get the National Disability Insurance Agency (NDIA) to manage their funds.

Why agency managed?

  • Ability to check the MyPlace portal to see claims providers are making against your NDIS funds
  • Choose from registered providers only

Resources and more

Explore the easy read documents from the NDIS

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