NDIS Plan Management FAQ’s

Navigating the NDIS can be challenging and at times feel very overwhelming. My Plan Assist can simplify the process and assist with managing the day-to-day financial burdens like paying invoices and tracking budgets. The below FAQ’s should help you further understand how My Plan Assist can simplify your NDIS journey.

Don’t forget, our plan management service comes at absolutely no cost to you!

Understanding the NDIS

What is an NDIS Plan?

An NDIS plan outlines your goals, aspirations and supports you require including any funding you might receive. Your first plan is the start of a lifelong relationship with the NDIS. As your life changes, your plan will too.

Who is Eligible for the NDIS

If you wish to apply for NDIS plan funding but aren’t sure whether you meet the NDIS eligibility criteria, there are resources available that you can refer to. NDIS eligibility checklist.  https://www.ndis.gov.au/applying-access-ndis/am-i-eligible

NDIS Plan Management

What is Plan Management?

Plan Management is when a participant chooses to team up with an independent NDIS expert to assist them with managing their NDIS plan funds.  By opting for Plan Management, participants can choose from a wider range of service providers including non-registered providers.

How do I become Plan Managed?

The choice to use a plan manager is completely up to you.  Simply, ask the NDIS Planner or Local Area Coordinator (LAC) for plan management when your plan is being prepared.  If you already have an active plan, you can make a request any time – even if you are part way through. You just need to ask for a ‘Light Touch Review’.  Remember you can contact the team at My Plan Assist to guide you through the process.  Click the link at the bottom of the page to schedule a 15-minute phone consultation.

Is there any cost me?

Our plan management service comes at no cost to you.  When you request for Improved Life Choices to be added to your plan, NDIS will cover your fees.

What are the benefits of being Plan Managed?

Teaming up with My Plan Assist as your dedicated plan manager will give you freedom of choice without having to worry about invoices and payments.  My Plan Assist will manage and monitor your budgets over the course of the plan, freeing up your time so you can focus on the important things… like your goals and spending time doing things that make you happy! Did you know – being plan managed provides you with access to a wider range of service providers, including non-registered providers.

Why should I sign up with My Plan Assist?

Our motto at My Plan Assist is ‘better together’ and our mission is to ’keep thing simple’.  We pride ourselves in delivering a superior plan management solution that is personal, efficient and trustworthy. That means a fast turnaround for payments, responsive customer service and transparency in managing your plan.

Can I change my existing plan manager to My Plan Assist?

Absolutely, you can switch plan managers any time you like. Switching to My Plan Assist is easy – all you need to do is send a Notice of Termination to your existing plan manager, and Sign-up with My Plan Assist.  Our friendly team can guide you through the process.  Select the link below to schedule a 15-minute phone consultation and we can talk you through the process to ensure a smooth transition.

What is the difference between Unregistered & Registered Providers?

To put it simply, a registered service provider is someone who has registered their services and has been approved by the NDIS as a service provider.  An unregistered service provider has not completed this approval process but can still offer a valid service to participants.

How can I access or change service providers?

My Plan Assist are more than happy to work with almost any provider as long as they have an ABN and meet the NDIA guidelines on what is deemed as “reasonable and necessary”.  We will provide you and them with a “New Provider” welcome package to clearly outline the process, and you can leave the rest to us.

How do I get my invoices paid?

To pay for your service providers, you can simply email your authorised invoice/s to us at invoices@myplanassist.com.au; or mail your signed invoice/s to our mailing address at My Plan Assist, PO Box 121, West Burleigh Qld 4219.  Want to make things even easier – simplify the entire process by establishing a standing authorisation for the service providers of your choice, and the provider can forward invoices on your behalf.  We all about simplifying the process for you!

What category is plan management claimed from?

Plan management fees are covered by the NDIS through the Improved Life Choices category.  Just ask for plan management to be added to your plan. It won’t cost you anything.

How do I change from Agency managed (NDIA) to Plan Managed?

If you wish to change from agency managed to plan managed you should contact your NDIA planner or LAC to see if they can do a ‘soft touch review’ to change your plan.  Unfortunately, My Plan Assist can’t do this for you, but we can help guide you through the process.


How do I sign-up with My Plan Assist?

Simply head to our Sign-up page and complete the form.  Once we verify your registration, we will send you a welcome email and you can start uploading invoices for payment straight away.  Otherwise, you can email info@myplanassist.com.au or schedule a phone consultation and we will get back to you within 24 hours.  Click the link below to schedule a time.

15-minute phone consultation

If you still have questions and would like to speak with one of our trusted advisors, why not book a 15-minute phone consultation.  We are here to answer all your questions and provide support through the entire process.