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How to Change Your NDIS Plan Manager


Updated 04-01-2024

How to Change Your NDIS Plan Manager

Navigating the National Disability Insurance Scheme (NDIS) can be daunting, especially when it comes to optimising your plan's potential through expert management. Choosing a plan manager that aligns with your personal goals and provides the level of support you need is paramount to ensuring a smooth journey within the NDIS. Whether you're dissatisfied with your current services or simply seeking a better fit, this article will guide you through the process of changing your NDIS plan manager in Australia.

Understanding the Role of an NDIS Plan Manager

Before embarking on the process of changing your plan manager, it's important to fully understand what a plan manager does. A plan manager is engaged to handle the financial administration of your NDIS funds. This includes making payments to service providers, helping with budget tracking, and providing financial reports. They also assist with understanding your funding and can offer advice on how to use your budget effectively.

Assessing Your Current Plan Management

The first step in changing your NDIS plan manager is evaluating your current situation. Ask yourself if your needs are being met and what improvements you are seeking. Common concerns may include:

  • Delayed invoice payments
  • Lack of clear communication
  • Limited expertise in maximising plan funds
  • Inadequate financial reporting

Consider what aspects are most important to you and what your ideal management service would look like.

Researching Potential Plan Managers

When looking for a new plan manager, thorough research is imperative. Seek out managers with a strong reputation, positive participant feedback, and a proven track record of managing NDIS funds. Assess their credentials and experience, paying close attention to the following:

  • Years in business and areas of speciality
  • Customer service quality
  • Flexibility and understanding of participant needs
  • Educational resources and added support services offered

Choosing a plan manager with experience specific to your disability and needs can lead to better service and understanding.

Making the Switch

Once you've selected a new plan manager, the next step is informing both your current and prospective managers about the change. Here is a breakdown of the process:

Inform Your Current Plan Manager

It's courteous and typically required to notify your current plan manager of your decision to switch. This can be done via phone call, email, or written notice. Check your service agreement for any terms regarding notice periods or final invoicing.

Contact Your New Plan Manager

Reach out to your new plan manager and express your interest in their services. Provide them with details of your current plan and discuss the transition process. They will walk you through the steps required, such as filling out a service agreement and obtaining necessary consents.

Update Your NDIS Plan

Your new plan manager will require access to your NDIS plan to begin their services. Contact the National Disability Insurance Agency (NDIA) or use the myplace portal to update your plan with the details of your new manager.

Communicate with Your Support Network

Notify any service providers about the change in your plan management to ensure seamless service throughout your transition. This also includes keeping family members or carers informed if they are involved in your plan.

What to Expect After the Transition

Transitioning to a new plan manager is usually a straightforward process. However, there can be a short adjustment period while you and your new manager establish a working relationship. The initial few weeks after making the switch are critical to communicate openly with your new manager, ensuring that all your needs are understood and met.

Expect to see a tailored approach to managing your funds, with regular check-ins and reporting. You should also anticipate improved service delivery in line with the reasons you chose to make the change.


Changing your NDIS plan manager can significantly impact the effectiveness of your plan and the support you receive. It's essential to conduct due diligence when making this decision and clearly communicate throughout the transition. The result should be a more tailored, responsive service that better aligns with your goals and simplifies the management of your NDIS-funded supports. With careful planning and the right support, you'll be well on your way to an improved NDIS experience.

About the Author

Alex is an esteemed expert in assistive technology and disability support services, he holds a unique blend of professional expertise and personal dedication to enhancing the lives of individuals with disabilities. With over a decade of experience in research and development, Alex has been at the forefront of integrating cutting-edge assistive technologies into practical support solutions. Renowned for his empathetic approach and strong advocacy for disability rights, Alex’s work extends beyond academic research to hands-on involvement in community initiatives and policy advisory roles. A prolific writer, his articles are widely acclaimed for their insightful analysis, clear communication, and commitment to ethical considerations in technology use.

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