Plan Management services under the National Disability Insurance Scheme (NDIS) provide support to NDIS participants in managing their NDIS funding and finances. This service helps participants effectively utilize their funding to access disability supports and services, while also providing assistance with budgeting, financial tracking, and administrative tasks related to their NDIS plans.

NDIS-funded Plan Management services may include:

  1. Financial management: Assisting participants in managing their NDIS budgets, processing invoices, and making payments to service providers on behalf of the participant.
  2. Support with claims and reimbursements: Facilitating the submission of claims for eligible expenses to the National Disability Insurance Agency (NDIA) and ensuring timely reimbursements to participants.
  3. Monitoring funding utilization: Tracking and monitoring participants’ NDIS budgets to ensure funds are used appropriately and effectively in line with their individual goals and support needs.
  4. Providing financial reports: Generating regular financial statements and reports for participants to help them understand their expenditure, remaining funds, and overall budget status.
Woman in a wheelchair and a man beside her, representing NDIS plan management in South East Melbourne.

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    Can I access the NDIS?

    You need to meet the following requirements:

    • Have a permanent and significant disability that affects your ability to take part in everyday activities
    • Be aged less than 65 when you first access the scheme
    • Be an Australian citizen, a permanent resident who holds a Protected Special Category Visa
    • Live in an area where the NDIS is available.