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Managing Your NDIS Funding

Posted by: Hurdle Customer Service
Last Updated: April 29, 2022

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-managedPlan-managedSelf-managed
Have choice and control over the providers I use
Use NDIS registered providers
Use non-registered providersNo. 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.

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