What is NDIS plan management?
NDIS plan management is one of three ways to manage the funding in your NDIS plan. A registered plan manager receives provider invoices, checks them against your budget and NDIS pricing, claims the money from the NDIA, and gives you a running view of what's been spent and what's left.
Written by the Forward Planning Plus team. Last reviewed 19 October 2026.
NDIS Registered Provider #4050161030 · Valid invoices processed in 1–2 business days* · Queensland-based team
The reporting you receive
How the three funding options compare
They differ in who processes payment to providers and which providers you can use.
| Feature | Plan-managed | Self-managed | NDIA-managed |
|---|---|---|---|
| Who processes payment to providers? | Your plan manager | You do | The NDIA directly |
| Registered providers only? | No | No | Yes |
| Cost to you | None — funded in your plan | None | None |
Benefits of having a plan manager
- Less paperwork: We handle invoices, receipts, and claims to the NDIA so you don't have to.
- Budget visibility: See your spending and remaining funds in a portal, rather than waiting on a report.
- Provider choice: Use registered and unregistered providers, where the rules permit it.
- Plain-language support: Ask us about NDIS pricing and claiming rules in plain English, Mon–Fri 9am–5pm AEST, by phone or email.
Who carries out plan management
An NDIS plan manager is a registered provider you choose to handle the money side of your plan.
Day-to-day plan management
They handle the financial admin. You stay in control of providers and supports.
- 1Process provider invoices from your NDIS funding.
- 2Lodge each claim with the NDIA for you.
- 3Show you what's spent and what's left.
- 4Check invoices against NDIS pricing.
- 5Answer questions in plain language.
What a plan manager does not do
You stay in charge of your supports and your providers.
Does a plan manager choose my supports for me?
No. Choosing which supports and providers you use is your decision. A plan manager processes the payments once you've made that choice — they don't select services on your behalf.
Is a plan manager the same as a support coordinator?
No. Support coordination helps you find, set up and connect with services; plan management is strictly about processing invoices, claiming and budget tracking. They are separate supports funded under different categories, and you can have both in the same plan.
Can a plan manager give me financial or legal advice?
Our team's professional backgrounds inform how carefully we manage your plan. Plan management does not include clinical, financial or legal advice.
Reviews from the people we work with
“Navigating budget is hard for me. With the guys by my side its simple. Questions answered quickly. Invoiced paid on time. The app means I can check whats happening with my budgets 24/7.”
Plan management, answered
Where this information comes from
These rules are set by the NDIA and the NDIS Commission and can change.
Related reading
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Valid, correctly submitted invoices are processed within 1–2 business days*
*Processing is the step we control. Final payment timing can also depend on NDIA processing and whether we need to clarify details with a provider. Terms