Why Choose Plan Management? Discover the Benefits for You in 2026

What steps do you need to take- Choose plan management at your planning meeting

When your NDIS plan is being developed or reviewed, inform the NDIA (or your Local Area Coordinator or Support Coordinator) that you wish to include plan management in your funding. It will then be added to your plan budget.
You want a change mid-plan, request a change and contact the NDIS (via the 1800 800 110 hotline or through your LAC/Support Coordinator) to request the inclusion of plan management.
Select and connect with a plan manager by doing some research or seek recommendations from LACs, support coordinators, friends or family.
Once connected, you and you sign a service agreement detailing the services provided, how and for how long and you share your NDIS plan. a
Your plan manager will then be granted access to your NDIA portal, and they will provide access once setup They’ll start handling invoice payments, budget tracking, and submitting claims on your behalf.

What does plan management cover?

A plan manager handles several critical administrative and financial tasks
Invoice processing & provider payments
They receive, review, and process invoices, then pay both registered and unregistered providers
Budget monitoring & reporting
Regularly track your budget spend, send you detailed statements, and alert you if you’re close to overspending
Compliance assurance-your plan manager will ensure all invoices meet NDIS pricing and compliance rules, reducing the risk of errors, audits, or overspending
Choice of providers-You can use both registered and non-registered providers, giving you full flexibility in selecting support services.

Why use a plan manager?

Less admin, more support -they take on the paperwork and invoicing—freeing you up to focus on your goals, not your bills.
Greater provider choice – access both registered and unregistered providers, expanding your options and flexibility
Financial oversight & transparency-regular statements and real-time budget tracking mean fewer surprises and better control over spending.
Professional guidance -Plan managers are experts in NDIS rules and price limits. They help optimise your budget and ensure compliance
Prompt & accurate payments – providers are paid on time and correctly, avoiding any service delays or interruptions
Peace of mind and risk reduction -they ensure proper documentation, correct coding, and adherence to funding rules, minimising audit risks.
No additional cost to you

Plan management is funded under the “Improved Life Choices” budget—your existing supports remain unaffected.

Always choose a plan manager where you will be able to discuss what can be approved as the NDIS rules have changed. Using a plan manager gives you the best of both worlds—professional financial handling without losing control over your plan. That means more time to focus on what really matters: your goals and wellbeing.