During your planning meeting, the LAC or NDIA Planner will ask how you would like to manage your NDIS funding. There are 3 options to manage your NDIS funding – self-managed, plan-managed and NDIA-managed. You can also use a combination of options. For example, you might choose to self-manage one or more of your supports to start with and have the rest managed by the NDIA.
NDIA-managed
When your plan is managed by the NDIA (sometimes referred to as Agency-managed), you can choose service providers from a range of NDIS registered providers. Your providers claim payment electronically from your funding.
You cannot use unregistered providers to support you.
Plan-managed
If you choose to use a plan manager, their services will be funded in your plan. They will pay your providers for the supports you purchase. Your plan manager must be a NDIS registered provider and they will claim directly from the budgets in your plan to pay your providers on your behalf.
You can use unregistered providers to support you.
Self-managed
When your plan is self-managed, you have control over and you are responsible for your NDIS funding. Paying for your supports is your responsibility. There are specific requirements and responsibilities involved in self-managing your funding, including record keeping, acquittals and payment of provider invoices.
The table below outlines the differences between the plan management options:
| I can… | NDIA-managed | Plan-managed | Self-managed |
| Have choice and control over the providers I use | ✔ | ✔ | ✔ |
| Use NDIS registered providers | ✔ | ✔ | ✔ |
| Use non-registered providers | No. You must use registered providers. | Yes. But your plan manager must be a registered provider. | ✔ |
| Manage bookkeeping and records | No. The NDIS will do this for you. | No. Your plan manager will do this for you. | ✔ |
For further information on your NDIS fund management options, contact Paula Oliva on 0466 213 362 or via email paula@hurdle.support.
