Managing your NDIA Funds

Before your planning meeting, you should have an idea on how you want to manage your funds provided to you from NDIA. You can choose to do this in a number of different ways:


Plan-Managed Plans

Under this type of plan management, you can choose any organisation who is registered with NDIA to provide Plan Management.

Windermere are registered with NDIA to provide all of your Plan Management needs. Contact our helpful team for more information 1300 946 337.

Once you have received a service from your service provider they then give you an invoice directly or send your Plan Manager the invoice. Your Plan Manager will then pay each invoice and be responsible for claiming these funds back from NDIA.

Things to consider:

  • The organisation that manages your plan (your Plan Manager) must be registered with the NDIA.
  • You may have access to a greater number of service providers as they don’t necessarily need to be registered with NDIA, however they still need to be a professionally registered provider.
  • Your Plan Manager will charge fees to manage your plan, however NDIA will provide you with additional funding to pay for your Plan Manager.
  • At any time, you are able to monitor all service bookings and claims made via the participant portal and can challenge or question any claims if you believe them to be incorrect or made in error.

Note: Windermere are a registered Plan Manager and can assist you under this plan management option.


NDIA (Agency) Managed Plans

Within this plan management option, the NDIA will pay your support provider directly on your behalf. Your support providers can then make claims on the portal for payments.

Things to consider:

  • All support providers must be registered; if they are not registered, NDIA may be unable to pay them, leaving you out of pocket. This may limit your choice of service providers.
  • You are able to monitor all service bookings and claims made via the participant portal and can challenge or question any claims if you believe them to be incorrect or made in error.

Self Managed Plans

You can choose to manage the finances of your plan yourself. 

Under a self-managed plan, you are responsible for managing all invoices, payments and claims, and keeping accurate up to date records of all transactions. 

The online NDIA participant portal is where you can make claims. 

Things to consider:

  • Your service providers do not need to be registered with the NDIS, they must still be professionally registered.
  • You will not be provided with additional funding to manage your own plan
  • Some service providers may require immediate payment; you may need to arrange payment to them and then claim back the funds from NDIA. This may take a few days.
  • You monitor all service bookings and claims via the participant portal so you can track payments and claims.

Please be aware that you can also elect to use a combination of the above methods.

Talk to our team about how we can help you. Phone 1300 946 337 or enquire online.