Resources

Helpful information to support participants, families, carers, providers, and support coordinators in understanding NDIS plan management.

At iPlan Management, we aim to make plan management simple, clear, and stress-free. This page provides general information about how plan management works and how we can support you.

What is plan management?

Plan management is a type of NDIS funding support that helps you manage the financial side of your plan.

A plan manager can help:

  • process provider invoices

  • track your budget

  • provide regular statements

  • reduce paperwork and administration

  • support smoother communication with providers

Plan management gives participants flexibility and support, while helping reduce the day-to-day burden of managing invoices and funding.

Funding management options

Self-managed
You manage your own invoices, records, and payments.

Plan-managed
A plan manager supports you with invoice processing, budget tracking, and statements.

NDIA-managed
The NDIA pays providers directly based on your approved supports.

How we help

Our plan management services include:

  • invoice processing and payments

  • budget tracking and guidance

  • provider communication

  • monthly statements

  • friendly and responsive support

Frequently asked questions

  • Plan management is funded separately in many NDIS plans, which means it generally does not reduce your core support budget.

  • In many cases, plan-managed participants have greater flexibility in choosing providers, subject to NDIS rules and your plan.

  • Yes. We provide clear statements to help you understand your funding usage.

  • Yes. We can communicate with providers regarding invoices and payment-related matters.

  • If you have questions about plan management or would like to get started, please contact our team.