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  • Writer's pictureAaron Norrish

Unlock the Benefits of Plan Management: Here's What You Need to Know!

Updated: Jun 23, 2023


Plan Management is one of the key services offered under the NDIS and is available to those who are eligible for NDIS support. This article will explore the definition of Plan Management, the benefits that it offers, who is eligible for Plan Management, and how to set it up.


Plan Management is a service that allows NDIS participants to manage the finances associated with their NDIS support plan. It is a flexible way for participants to control their budget and access a range of services that are not otherwise available under the NDIS. Plan Management allows participants to manage their funds, select their Service Providers, and access specialist support and assistance.


Plan Management offers a range of benefits to participants. One of the main benefits is that it gives participants more control over their finances and gives them more freedom to choose the services that they wish to access. Participants can select their service providers, allowing them to access the best possible care and support. In addition, Plan Management can help reduce administrative costs and provide ongoing support and assistance over the life of the plan.



To be eligible for Plan Management, an individual must meet certain criteria. This includes being an Australian resident and having a permanent disability that substantially reduces their ability to take part in everyday activities. Participants must also have an approved NDIS plan that includes Core and Capacity-Building supports. Additionally, other factors may affect an individual’s eligibility for Plan Management, such as age, location, and income.


Setting up Plan Management is a relatively straightforward process. First, participants must contact the NDIS and provide evidence of their eligibility. Once the NDIS has assessed the participant’s eligibility, the participant will choose a Plan Manager. The Plan Manager will work with the participant to manage their NDIS funds and access the services they need. The Plan Manager will also help with budgeting and financial planning alongside your Local Area Coordinator (LAC) and Support Coordinator.



Plan Management is a valuable service that can help NDIS participants to manage their funds, select their service providers, and access specialist support and assistance. It allows participants to have more control over their finances and provides ongoing support and assistance over the life of the plan. To be eligible for Plan Management, participants must meet certain criteria, such as being an Australian resident and having a permanent disability that substantially reduces their ability to take part in everyday activities. Setting up NDIS Plan Management is a straightforward process and can be done by contacting the NDIS and providing evidence of eligibility. For more information about this please check out our Step-by-Step blog on how to apply for the NDIS.


If you would like more information on how Simplified Plan Management can help you with your Plan Management, give us a call at 0491 090 747 or email us at info@simplifiedpm.com.au



FAQ for this Blog


Q. What is Plan Management?


A. Plan Management is a service that allows NDIS participants to manage the finances associated with their NDIS support plan. It is a flexible way for participants to control their budget and access a range of services that are not otherwise available under the NDIS. Plan Management allows participants to manage their funds, select their service providers, and access specialist support and assistance.



Q. What are the benefits of Plan Management?


A. Plan Management offers a range of benefits to participants. One of the main benefits is that it gives participants more control over their finances and gives them more freedom to choose the services that they wish to access. Participants can select their service providers, allowing them to access the best possible care and support. In addition, Plan Management can help reduce administrative costs and provide ongoing support and assistance over the life of the plan.


Q. Who is eligible for Plan Management?


A. To be eligible for Plan Management, an individual must meet certain criteria. This includes being an Australian resident and having a permanent disability that substantially reduces their ability to take part in everyday activities. Participants must also have an approved NDIS plan that includes core and capacity-building supports.



Q. How do I set up Plan Management?


A. Setting up NDIS Plan Management is a relatively straightforward process. First, participants must contact the NDIS and provide evidence of their eligibility. Once the NDIS has assessed the participant’s eligibility, the participant will choose a Plan Manager. The Plan Manager will work with the participant to manage their NDIS funds and access the services they need. The Plan Manager will also help with budgeting and financial planning. Get in contact with us now to get started.



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