Looking to become a Helper? Click here

A dependable support community you can trust

Roles and Responsibilities of NDIS Plan Management


Updated 05-01-2024

Roles and Responsibilities of NDIS Plan Management

Navigating the complexities of the National Disability Insurance Scheme (NDIS) can be challenging without proper understanding and support. One critical element that ensures participants receive the benefits they are entitled to is NDIS plan management. Plan management plays a pivotal role in providing choice and control to participants over the services they receive. In this article, we delve into the detailed roles and responsibilities of NDIS plan management and how it benefits participants across Australia.

What is NDIS Plan Management?

NDIS plan management is the financial administration of a participant's NDIS plan. It involves managing the funding and taking care of the day-to-day tasks associated with the financial aspects of the plan. This includes paying providers, processing expense claims, and handling all the paperwork. Plan management is one of the four options available to manage an NDIS plan, the others being self-management, agency management, and a combination of these options.

Key Roles of Plan Managers

Plan managers have a multi-faceted role that supports participants in several ways:

Financial Stewardship

Plan managers are entrusted with overseeing the financial aspects of an NDIS plan. This involves ensuring funds are spent according to the plan, tracking budget consumption, and avoiding over- or underspending. They must maintain meticulous records of all financial transactions to guarantee accountability and transparency.

Provider Payment and Invoicing

Upon receiving invoices from service providers, plan managers are responsible for ensuring that these invoices are valid and comply with the NDIS pricing arrangements. Following verification, plan managers facilitate prompt payments to service providers, thereby ensuring smooth service delivery for participants without the hassle of managing payments themselves.

Monthly Statements and Budget Tracking

Participants receive monthly statements from their plan managers detailing their budget statuses. These statements serve as an essential tool for participants to track their expenditure, see the remaining funds, and adjust their services if necessary to make the most of their NDIS plan.

Liaison with Service Providers

Part of the plan manager's role is to act as the liaison between participants and service providers. They ensure that the services availed are within the scope of the plan and that they meet the participant's goals. If disputes or issues arise with providers regarding payments or services, the plan manager can intervene to resolve these professionally.

Support and Advice

Plan managers can also provide valuable support and advice to participants on how to effectively utilise their NDIS funds. By using their expertise, they can suggest various options and strategies for service subscriptions in line with the NDIS plan while maximising benefits.

Benefits of Engaging a Plan Manager

Empowering Participants with Choice and Control

A major advantage of having a plan manager is the empowerment it gives participants in terms of exercising choice and control over their services. They have the freedom to choose providers, even if they aren't NDIS registered, allowing access to a broader range of services.

Time-Efficient and Stress-Reducing

The expertise of plan managers saves participants time and reduces stress by handling the intricate administrative and financial tasks that come with managing an NDIS plan.

Expert Navigation of NDIS Policies

NDIS policies and pricing can be complex and ever-changing. Plan managers are experts in navigating these policies and will ensure that participants are always aligned with the latest NDIS guidelines without having to understand these complexities themselves.

Improving Financial Literacy

Working with a plan manager helps participants and their families to better understand budgeting and financial planning for their supports. This improves their financial literacy regarding NDIS processes and future planning for their care.

Choosing the Right Plan Manager

When selecting a plan manager, participants should consider their communication style, responsiveness, expertise in the disability sector, and ability to provide sound financial advice. A good plan manager should also be proactive in offering suggestions for maximising the participant's plan potential.


The roles and responsibilities of NDIS plan management are integral to the successful delivery of services for participants. From financial stewardship to expert advice, plan managers alleviate the administrative burden and empower participants to focus on achieving their goals. By leveraging the professional expertise of plan managers, NDIS participants can navigate the scheme with confidence and ease, ensuring their funds are utilised optimally for their well-being and growth.

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.

Frequently Asked Questions

Can I switch my NDIS Service Provider?

Yes, you can switch your NDIS provider. Kinder Caring offers comprehensive support in transitioning to a new provider, including assistance with understanding service agreement terms and organising... read more

Can You Work While on NDIS?

The National Disability Insurance Scheme (NDIS) is a governmental initiative designed to provide support to Australians with a significant and permanent disability. A question commonly posed by par... read more

Does ADHD Qualify for NDIS?

Attention-Deficit/Hyperactivity Disorder (ADHD) is a condition characterised by patterns of inattention, hyperactivity, and impulsivity that are more frequent and severe than typically observed in ... read more

Is Anxiety Covered by NDIS?

Anxiety disorders can be deeply debilitating, impacting the daily lives and functionality of individuals. For many Australians living with such disorders, the National Disability Insurance Scheme (... read more

What Are the 4 Requirements for Access to the NDIS?

The National Disability Insurance Scheme (NDIS) is an Australian government initiative designed to provide support to individuals with a permanent and significant disability which impacts their abi... read more

What Are the Three Types of NDIS Plans?

Navigating the National Disability Insurance Scheme (NDIS) can be challenging, but understanding the different types of plans is crucial for participants to manage their supports and services effec... read more

What Does the NDIS Stand For?

Understanding the terminology and systems surrounding disability support is essential for those seeking assistance and those providing care. One such integral piece of this support system in Austra... read more

What happens to my Unspent NDIS Funds?

Underspending on your National Disability Insurance Scheme (NDIS) plan can have unintended consequences. A common misconception is that underspending is a positive outcome, demonstrating frugality.... read more

What Is Classed as a Disability for NDIS?

Understanding what constitutes a disability for the National Disability Insurance Scheme (NDIS) is crucial for Australians who are looking for support. The NDIS is designed to provide targeted assi... read more

Why Choose Kinder Caring for Your Home Care Needs?

Contact us today to discover how our personalised care plans can make a significant difference in your life, upholding our commitment to care and compassion.

A dependable support community you can trust

Tradition of Trust & Excellence

At Kinder Caring, we stand as guardians of a 25-year heritage, offering top-notch home care services. Our deep understanding and vast experience make us an ideal choice for those seeking excellence in community care.

A dependable support community you can trust

Tailored Care for Your Lifestyle

We specialise in creating personalised care plans, understanding each client’s unique needs. Our Care Managers ensure every care aspect is bespoke, valuing each individual’s distinct preferences and requirements.

A dependable support community you can trust

Empowering Your Choice

Kinder Caring respects your decision-making freedom. Choose between our in-house experts or skilled independent contractors for care that perfectly fits your lifestyle, providing genuine flexibility.

A dependable support community you can trust

Decades of Service

Over 25 years, Kinder Caring has dedicated over 2.5 million hours to supporting more than 7,400 individuals, reflecting our commitment to impactful, high-quality care.

A dependable support community you can trust

A Community of Professionals

Our team, chosen for skill and compassion, forms the backbone of Kinder Caring. We focus on building a strong, caring team committed to your comfort and well-being.

A dependable support community you can trust

Accreditation & Improvement

Kinder Caring’s adherence to the ACIS and investment in ongoing staff development reflect our commitment to providing care that meets the highest quality and contemporary standards.

A dependable support community you can trust

Building Trusted Relationships

We’re more than care providers; we’re partners in your health journey. With a widespread network and collaborations with funding organisations, we offer accessible, superior care across NSW, QLD & VIC.

A dependable support community you can trust

Join the Kinder Caring Family

Choosing Kinder Caring means joining a family dedicated to your independence and well-being. Be part of our 25-year journey, continuing our legacy of impactful, caring service.

Our happy clients

Bridging the gap between you and an enhanced quality of life, Kinder Caring is committed to nurturing your independence, and delivering compassionate care in the comfort of your home.

A dependable support community you can trust

We’re immensely grateful for Kinder Caring’s assistance over the past months. A special shoutout to Nicole Coupland, who has been an exceptional carer for Mum. Thank you for your unwavering support.

- Carolina,
Willoughby, NSW
A dependable support community you can trust

We are so pleased with the care Dad has been receiving from Kinder Caring, especially from Aster. She has shown professionalism and dedication. We appreciate the company’s flexibility in accommodating our requests, like Aster wearing a mask and gloves. The temporary rail adjustments and the proactive approach in ensuring the best care for Dad is commendable. Thank you, Kinder Caring.

- Karin,
Kealba, VIC
A dependable support community you can trust

Kinder Caring has been exceptional in their service. They provided a wonderful carer who is exceptional at what she does. Not only did they promptly get my quote approved, but they also took care of my window cleaning needs and organized transportation for my medical appointments. I couldn’t be happier!

- Maria,
Melton, VIC
A dependable support community you can trust

There was so much more to caring for Dad than we ever thought. Kinder Caring provided everything we needed to support us; they became part of our family… they made a difficult time so much easier for us.

Lindfield NSW
A dependable support community you can trust

A huge thank you to all the nurses at Kinder Caring. Having your expertise, caring attitude and ongoing advice meant we did not have to place Dad into a nursing home or send him to hospital and therefore his last days spent with Mum and the family were very special for us all.

Mt Waverley Vic

Experience Exceptional Home Care with Kinder Caring!

Unlock 25 Years of Trusted Expertise: 2,500,000+ Hours of Dedicated Care delivered to 7,400+ people from 560,000+ Personalised Services

Your Journey to Peace of Mind Starts Here. Contact Us Today!

1300 796 675