What is plan management?

It’s how your NDIS funds can be managed

NDIS participants have a choice about how to manage the funds in their plan.

This includes managing the financial transactions and paperwork and making sure you comply with NDIS rules around what is reasonable and necessary.

The three ways your plan can be managed are:

Plan managed

by an NDIS registered plan manager - such as MyIntegra

Self-managed

where you are responsible for paying providers and all the paperwork

Agency managed

where registered providers directly bill the National Disability Insurance Agency (NDIA)

Or you can choose to use a combination of management types to suit your needs.

When you use an NDIS plan manager, they are responsible for paying invoices from your service providers. A plan manager also is responsible for providing you with information to enable you to manage your plan effectively, such as monthly spending statements.

Plan managed:

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 navigating the NDIS

Self-managed:

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

Agency managed:

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

Download Fact Sheet: What is plan management? (PDF 206 KB)

Need a plan manager?

Have the freedom to make all the choices without the hassle of managing the paperwork – leaving you more time to live the life you want!

NDIS PLAN MANAGEMENT

Why use a NDIS plan manager

People who choose to be plan managed can benefit in a number of ways.

If you want to discuss if plan management is right for you, then get in touch with our friendly team to learn more.

Freedom to use unregistered providers, such as a gardener, cleaner or organisations and therapists who have chosen not to register
It’s funded separately in your plan, so there’s no cost to you and it doesn’t take away money from your other supports.
Get a partner to help you navigate the NDIS and make sure you get the most from your plan.
Less hassle, admin, paperwork, and no need to deal with the NDIS portal or call centre.

MY RESOURCES

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What is plan management?

It’s how your NDIS funds can be managed

The three ways your plan can be managed are:

Plan managed

Self-managed

Agency managed

Plan managed:

Self-managed:

Agency managed:

Download Fact Sheet: What is plan management? (PDF 206 KB)

Need a plan manager?

NDIS PLAN MANAGEMENT

Why use a NDIS plan manager

MY RESOURCES

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