What is Plan Management?

What is Plan Management?

Plan management is a financial disability service funded through the National Disability Insurance Scheme (NDIS).  The aim of plan management is to support and guide you to use your NDIS plan funding in the best possible way to achieve your goals and outcomes. 

It is up to you how you want your plan to be managed, and you will be asked this during your NDIS Planning meeting. 


How can my NDIS plan be managed?
There are a number of ways your NDIS plan funds can be managed, and you can have all or part of your plan managed in this way:
  • Agency Managed: The National Disability Insurance Agency (NDIA) manages your NDIS funds. The NDIS will pay registered providers and services on behalf of the participant.
  • Self Managed: YOU or your plan nominee manages your NDIS funds. This means that you (or your plan nominee) will be reimbursed by the NDIS for any funds paid directly for your NDIS support and services.
  • Plan Managed: The plan management provider of your choice will assist you in managing your NDIS plan funds. The plan manager receives the funds from your plan via the NDIA which is then used to fund the services you receive.


Can I change how my plan is managed?
If you wish to change your plan management option once your plan is already in place, you will need to contact the NDIS directly and request a plan review.
Click on the links below for more details on how to:
  1. Changing to a different plan manager
  2. Changing FROM self managed to plan managed
  3. Change FROM agency managed to plan managed


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