The NDIS has transformed the lives of many people with disabilities across Australia, including in Perth, thanks to its broad range of services and unwavering reliability. This government initiative has been a lifeline for countless individuals who had lost hope. Among the various services offered, Plan Management stands out as one of the most sought-after by NDIS participants.

NDIS plan managers play an essential role in helping participants make the most of their NDIS funding, supporting them in achieving their personal goals. This guide delves into the crucial responsibilities of NDIS plan managers, shedding light on how they contribute to the success of the scheme.

What is an NDIS Plan Manager?

An NDIS plan manager assists participants in managing their NDIS funding and services. Whether it’s an individual or an organisation, the plan manager acts as a bridge between NDIS participants, service providers, and the National Disability Insurance Agency (NDIA).

Their key responsibilities include:

Handling the financial aspects of a participant’s NDIS plan, such as paying service providers

• Tracking spending
• Ensuring the plan follows NDIS funding rules
• Plan managers also provide guidance and support to help participants navigate the complexities of the NDIS, ensuring they access the services they need.

Role & Responsibilities of an NDIS Plan Manager

The primary function of a plan manager is to process invoices, manage the administrative tasks tied to NDIS plan funding, and help participants maximise their benefits. This allows participants to focus on their goals, knowing their funding is being professionally managed.

Here’s a closer look at the key roles and responsibilities of NDIS plan managers:

Financial Management: Plan managers handle the financial aspects of the NDIS plan, including payments to service providers, managing budgets, and maintaining expense records. In Perth, plan managers ensure that funds are used effectively in line with approved plans.

Planning & Budgeting: They help participants keep track of their NDIS funding, providing regular updates on spending to ensure participants get the most from their plan. Plan managers also supply regular financial reports.

Reporting & Record Keeping: Accurate record-keeping is vital for monitoring NDIS fund usage and assessing the effectiveness of support services. Plan managers in Perth maintain detailed financial records and provide comprehensive reports to participants.

Compliance with NDIS Regulations: Plan managers stay updated on regulatory changes to ensure compliance with NDIS rules and guidelines, safeguarding participants’ plans.

Expert Advice: Plan managers are knowledgeable about NDIS regulations and can advise whether a participant’s chosen supports are claimable under the scheme. They also suggest alternatives if something isn’t covered.

How to Engage a Plan Manager in Your NDIS Journey

There are no direct costs for participants who choose to use a plan manager, as the service is already funded through the NDIS plan. If you opt for plan management during your NDIS planning meeting, your Local Area Coordinator (LAC) or NDIA Planner will allocate additional funding to cover these services.

This additional funding includes a one-time set-up fee to establish your account within the NDIS system, as well as a standard monthly management fee—both of which are covered by the plan itself.

Final Thoughts

NDIS plan managers are much more than just financial administrators; they are partners in empowering participants. By managing budgets, handling payments, and navigating the NDIS system, they allow participants to focus on achieving their personal goals and living a more independent, fulfilling life.

If you or someone you care about is looking for a trusted NDIS plan manager, Perth HealthCare Foundation, a leading provider in Perth, is ready to assist.