Empowering You on Your NDIS Journey with Personalised Plan Management Solutions 

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What is NDIS Plan Management?

NDIS plan management is a specialised form of disability support funded by the National Disability Support Scheme. Plan Managers, who are trained accounting professionals, play a crucial role in optimising the utilisation of your NDIS funding to secure the best outcome for you and your family. 


Plan managers are responsible for facilitating payments to service providers, tracking NDIS plans and funding, giving budget advice, and recording how funds are spent. Most importantly, it is worth noting that all plan management costs are paid for under the NDIS. 


Looking to Switch Plan Managers?

Changing plan managers is easy and crucial for ensuring your needs are met under the NDIS. At Bay Plan, we specialise in providing you with choice and control over your finances while simplifying the process. We offer:

  • Expert Guidance: Our plan management experts will be with you every step of the way, ensuring a smooth transition.
  • Simplified Process: Switching to Bay Plan is simple and hassle-free.
  • Choice and Control: With Bay Plan, you have the freedom to manage your funds according to your preferences and needs.


If you're considering switching to a different plan manager, don’t hesitate to choose Bay Plan. To begin, simply head to our sign-up page or email us at [email protected].


Transitioning from Self-Managed to Bay Plan Management


If you're currently self-managed and wish to switch to Bay Plan management, follow these easy steps:

  1. Contact Your Local Area Coordinator (LAC): Request a light touch review from your LAC, indicating your desire to switch to a plan manager.
  2. NDIS Approval: Once approved by the NDIS, you'll be notified of the approval.
  3. Sign Up: Complete the process by filling out the form on our Sign Up page.


At Bay Plan, we're committed to providing you with the support you need for effective plan management under the NDIS.

  • Putting People First: NDIS Plan Management with a Personal Touch

    The National Disability Insurance Scheme is a transformative support system for those living with a disability. However, navigating it can be overwhelming, whether it's your first time accessing it or you’re a seasoned pro. At Bay Plan Management, we understand this and are here to provide personalised guidance and expert support every step of the way. 


    Our mission is to empower individuals to navigate the complexities of the NDIS with confidence, ensuring they receive the support they need to thrive.

  • Taking Away the Burden of NDIS Paperwork & Admin

    In today’s fast-paced world, people lead increasingly busy lives, and sometimes, managing paperwork and administrative tasks associated with the NDIS can become daunting. At Bay Plan Management, we recognise the challenges of juggling multiple responsibilities, and we’re here to alleviate some of that pressure. 


    From handling invoices and claims to maintaining records, we ensure that all documentation is managed efficiently and effectively so you can focus on what matters most. 

Frequently Asked Questions

  • Do I have to pay for a plan manager?

    No. You do not have to pay anything personally for a Plan Manager. Your NDIS plan will allocate a certain amount of funding under the category of Enhanced Life Choices to cover the costs of a Plan Manager.

  • If I move, do I need to get a new Plan Manager?

    No, you don’t. Bay Plan is registered to provide plan management services anywhere in Australia. We can continue to offer the same high-quality service wherever you may be. Whether you move around the corner or to the opposite end of the country, we are as close as the phone or email.

  • I’m a support coordinator. Can I sign participants up with Bay Plan?

    Yes. You will simply need to follow the process laid out for individuals accessing Bay Plan’s services. You can begin by emailing us directly or signing up online while you’re with your participant.

  • What is the difference between a Plan Manager and a Support Coordinator?

    While Plan Managers are responsible for managing a participant’s NDIS funding, a Support Coordinator is responsible for connecting participants with their supports, organising support in line with participants' choices and budgets, monitoring budgets and support effectively, and assisting with building participants' capacity and capability to make their own decisions. 

  • What does my plan cover?

    Depending on your plan, funding will cover different things. Often, funding covers support for daily personal activities, engagement in social and community activities, improvement of daily living skills, and workplace support to aid in gaining meaningful employment.


    NDIS support does not cover most day-to-day living costs, costs that aren’t related to a disability, supports that are the same as other NDIS services, or costs relating to non-ongoing conditions. For more information, please refer to the NDIS website.

  • Is the NDIS means tested and what does reasonable and necessary mean?

    No. The NDIS is not means tested. Funding is allocated according to individual needs, based on what supports can be considered reasonable and necessary.


    According to the NDIS, to be considered reasonable and necessary, a support or service:

    • must be related to a participant’s disability
    • must not include day-to-day living costs not related to your disability support needs, such as groceries
    • should represent value for money
    • must be likely to be effective and work for the participant and
    • should take into account support given by other government services, family, carers, networks and the community.

  • What if my funding is running out ahead of schedule?

    While a Plan Manager will help keep track of your budget, ultimately, it is your Support Coordinator who makes decisions regarding any changes to your supports. If your funding is running out, and you have a Support Coordinator, speak to them urgently to discuss solutions.


    If you do not not have a Support Coordinator, you should contact your NDIS planner to discuss how your funding is being allocated. If you are unhappy with your plan, you can always request a reassessment through the NDIS.


    If you are self-managed and struggling to monitor your funding effectively, seeking out a Plan Manager is one way to stay on track with your funding allocations. Contact us at Bay Plan to find out more.

  • How do I claim payment for an invoice?

    If you are signed up with Bay Plan or are providing for a participant signed up with Bay Plan, you simply need to email the invoice to us, along with any necessary details, and we will take care of the rest. You can also upload your invoice here.

  • How long will it take to pay a provider after Bay Plan receives their invoice?

    Providing there are no issues with the invoice or funding, we endeavour to pay invoices within 2–3 business days.

  • What is a conflict of interest?

    Conflict of interest occurs when the person responsible for organising your supports is also the support provider or will benefit through a relationship with the support provider. In such a situation, incentives other than your well-being may influence decisions around support provision.


    Ideally, the person organising your supports should have your personal well-being as their only priority when seeking out support providers. This ensures you receive the best support available at a good price.

Managing your NDIS plan got you feeling overwhelmed?

Contact us today by filling out the form on our Sign Up page or by calling our friendly team on 07 4184 9599 to learn more about how we can help you.

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