NDIS plan management vs self-management

Choosing the right management option that fits your needs and preferences is super important! You often hear about two main options: plan management and self-management. In this article, we’ll break down the differences between these two approaches, along with their benefits and challenges, to help you decide what works best for you.

What is NDIS plan management?

Plan management involves the services of a registered NDIS plan manager, who takes care of the financial and administrative tasks associated with your NDIS plan. Responsibilities include processing payments to service providers, monitoring your budget and delivering regular financial statements. The plan manager acts as an intermediary, ensuring that invoices are settled promptly and accurately.

 Key benefits of plan management include:

• the ability to select both registered and unregistered providers;
• reduced paperwork and administrative burden on you;
• monthly budget reports and tracking of invoices; and
• professional assistance in navigating your funding.

 Considerations for plan management

• There may be slight delays in payments due to the intermediary role. 
• You have less direct control compared to self-management.

What is NDIS self-management? 

Self-management requires you to take full responsibility for overseeing your NDIS funds. This includes managing payments, maintaining receipts and reporting your expenditures to the NDIA. Although this approach demands more effort, it offers greater control and flexibility over your funding.

Key benefits of self-management include:

• complete control over your budget and spending;
• access to a wider range of service providers, including those not registered with the NDIS; and
• enhanced flexibility in how services are delivered.

Considerations for self-management

• You are responsible for handling invoices and receipts.
• Effective record-keeping and time management are essential.
• You must ensure that service providers comply with NDIS requirements.

How to decide which option is right for you

Choosing the right management method depends on your circumstances, confidence in financial management and the level of support you need. If you value independence and are comfortable with financial tasks, self-management might be the best choice. Conversely, if you prefer professional guidance and less administrative work, plan management may suit you better.

Some participants opt for a hybrid approach, managing certain aspects of their plan independently while utilising a plan manager for others. 

Understanding the differences between NDIS plan management and self-management empowers you to make well-informed decisions about your supports. Regardless of the option you choose, consider your confidence level, capacity and the type of experience you wish to have with the NDIS.

If you need help finding out more about plan management, check out the articles listed below and subscribe to the newsletter for more information, news and industry updates.

Related content:

What is the NDIS?

What support can I get?

Early intervention under the NDIS