PLAN MANAGEMENT

WHAT DOES A PLAN MANAGER DO?

 

Plan management is simply a third party performing ‘financial intermediary’ support, that is we pay the bills so you don’t have too. Your plan manager is a connection between you - the participant, your chosen providers and the NDIA. Their’s is soley a financial service and their job is to receive and pay invoices on your behalf for services rendered by claiming money from relevant budget categories outlined in your plan, they must also provide reports at a client’s request that document summary of expenditure and the current budget totals remaining. Project Make Lemonade provide portal access to your account so you can see at a glance your budget balances, but of course you can call us and we will happily relay the information to you.

DO YOU NEED A PLAN MANAGER?

 

Check your NDIS Plan it will tell you if you need to engage a Plan Manger,  if your are;

AGENCY MANAGED

No you don’t need to engage a plan manager, NDIA is your only authorised plan manager and will do this for you.

 PLAN MANAGED

Yes you do need to engage a registered plan manager but you can choose who you wish to work with

SELF MANAGED

The choice is yours! You can chose to engage a plan manager or mange the processing, claiming and payment of accounts yourself

Rules & Regulations

  • Plan managers must have a financial qualification.

  • They must be impartial and not pressure you to use specific providers to mitigate conflict of interest.

  • Ongoing service

  • Fixed fees regardless of the volume of administration required for your plan. 

Implementation & Budgeting

  • So you don’t have to use the NDIS portal

  • Provides monthly account activity reports as requested

  • You have most of the choice and control of Self Management without the administrative burden

  • You can buy supports from non-NDIS registered providers (like Jim’s Mowing, local community members or organisations and Therapists who have chosen not to register).

We prefer the personal approach with our complimentary initial get-together, call us on 1300 866 013

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Contact

 

p:  1300 866 013

e:  hello@projectmakelemonade.com.au

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