NDIS Key Role – Plan Management

Agency Managed

This is when a participant chooses to use the National Disability Insurance Agency (NDIA) to manage their NDIS funds. The NDIA will directly pay registered providers of relevant services on behalf of a participant.


This is when a participant (or their plan nominee) manages their NDIS plan funds. The NDIS will reimburse a participant or their plan nominee directly for the NDIS supports received. The participant will have to choose a registered NDIS Allied Health Providers.

Plan Managed

This is when a participant chooses to use a plan management provider who will assist a participant with managing their NDIS plan funds. Plan management providers can purchase supports on behalf of participants from either registered or unregistered providers. A plan manager will receive funds from the NDIA and disburse funds on behalf of a participant to providers of other services received.

Service establishment responsibilities:

  • Discussion about a participant’s supports and goals as stated in the NDIS plan.
  • Provide information about respective responsibilities to ensure supports obtained are aligned with a participant’s NDIS plan.
  • Provide confirmation there is sufficient NDIS funding in a participant’s plan for supports.
  • Agree on a preferred method of invoicing and/or how receipts for reimbursement are exchanged.
  • Obtain a participant’s preferences regarding visibility over provider invoices sent to a plan manager.

Ongoing Service Responsibilities:

  • Managing and monitoring a participant’s budget in accordance with applicable service agreements for the duration of the NDIS plan.
  • Managing the NDIS claims and disbursing funds to providers for delivered services promptly.
  • Ensuring funds are being spent in accordance with the plan and in line with expected NDIS plan spend.
  • Maintaining records for a participant and producing regular (at least monthly) statements showing the financial status of a participant’s plan.

What a Plan Manager does NOT do?

  • Supporting with day-to-today administration, management, or maintenance of the entire NDIS plan.
  • Assisting the participant to explore and connect with providers.
  • Broader systems of support or community supports.
  • To maintain a participants NDIS supports through rostering services.
  • Providing disability related advocacy services.

More information: