Terms of Service

1. Introduction

These Terms of Service ("Terms") govern your use of Forward Planning Plus (ABN 92 657 517 701, NDIA Registered #4050161030) NDIS plan management services and website.

By engaging our services or using our website, you agree to these Terms. If you do not agree, please do not use our services.

2. Services Provided

Forward Planning Plus provides NDIS plan management services, including:

• Processing and paying approved NDIS service provider invoices
• Budget tracking and reporting
• NDIS portal management and compliance
• Financial record-keeping and statements

3. Eligibility

To use our services, you must:

• Be an NDIS participant with an approved plan that includes plan management funding
• Provide accurate and complete information about your NDIS plan
• Have the legal capacity to enter into this agreement, or have a nominee/guardian act on your behalf
• Agree to our Privacy Policy and these Terms of Service

4. Service Agreement

4.1 Commencement

Services commence upon receipt of your completed Service Agreement and NDIS plan details. We aim to complete your onboarding promptly once we have the information we need.

4.2 Service Scope

Our services are limited to plan management as funded by the NDIA. We do not provide financial advice, support coordination, or services outside NDIS guidelines.

4.3 No Additional Fees

We are funded directly by the NDIA for plan management services. You will not be charged any additional fees beyond what is funded in your NDIS plan.

5. Your Responsibilities

As a participant, you agree to:

• Provide accurate and up-to-date information about your NDIS plan
• Notify us immediately of any changes to your plan or contact details
• Ensure service providers submit valid invoices and agreements
• Review budget reports and notify us of any discrepancies
• Use services within your approved NDIS plan budget and categories
• Comply with NDIS guidelines and regulations

6. Invoice Processing & Payments

6.1 Invoice Submission

Service providers must submit invoices directly to us with valid NDIS line items, ABN, and service details. Valid, correctly submitted invoices are processed within 1–2 business days of receipt. Final payment timing can also depend on NDIA processing and whether details need clarifying with the provider.

6.2 Payment Authorization

By engaging our services, you authorize us to pay NDIS-approved invoices on your behalf using your plan-managed budget.

6.3 Rejected Invoices

We may reject or query invoices that do not comply with NDIS guidelines, contain errors, or exceed available budget. We will notify you and the provider promptly.

7. Data & Privacy

We collect and process your personal information in accordance with our Privacy Policy and the Privacy Act 1988 (Cth).

We maintain strict confidentiality and will only share your information as required by NDIA regulations or with your explicit consent.

8. Limitation of Liability

To the extent permitted by law, Forward Planning Plus is not liable for:

• Delays caused by NDIA systems, service providers, or factors outside our control
• Disputes between you and your service providers
• Budget overspends resulting from inaccurate service provider invoices
• NDIA decisions regarding plan funding or service approvals
• Indirect, consequential, or special damages

9. Termination

9.1 By You

You may terminate our services at any time by providing 14 days' written notice. We will assist with a smooth transition to your new plan manager.

9.2 By Us

We may terminate services with 30 days' notice if:

• You breach these Terms or NDIS guidelines
• Your NDIS plan no longer includes plan management funding
• We are unable to continue services due to operational reasons

9.3 Effect of Termination

Upon termination, we will process all pending invoices, provide final reports, and transfer records to your new plan manager as directed.

10. Complaints & Disputes

If you have a complaint or dispute, please contact us using the details below. We will acknowledge your complaint within 2 business days and aim to resolve it within 10 business days.

If you are not satisfied with our response, you may escalate to the NDIS Quality and Safeguards Commission.

11. Changes to Terms

We may update these Terms from time to time to reflect changes in our services, legal requirements, or NDIS guidelines. We will notify you of significant changes via email or through our website. Continued use of services after changes constitutes acceptance.

12. Governing Law

These Terms are governed by the laws of Queensland, Australia. Any disputes will be subject to the exclusive jurisdiction of Queensland courts.

13. Contact Us

For questions about these Terms or to lodge a complaint, please contact us: