What is the NDIS?

The National Disability Insurance Scheme (NDIS) was introduced by the Australian Government to fund costs associated with disability. It is administered by the National Disability Insurance Agency (NDIA).

What is NDIS plan management?

NDIS plan management is one of four options available to NDIS participants to manage their NDIS funds.

The four options include: agency-managed, self-managed, plan-managed, or a combination of these.

NDIS plan management requires a participant to engage with a financial intermediary to manage the funding in their NDIS plan. A plan manager will process invoices, reconcile balances, track expenditure, provide monthly statements, assist with purchases where appropriate and provide guidance on reasonable and necessary purchases. A plan manager is responsible for providing information to the NDIA or NDIS when an audit is requested.

How are NDIS plan management fees paid?

Participants receive NDIS plan management funding in their NDIS budget as a separate category called ‘CB Choice and Control’—also known as ‘Improved Life Choices’.

The plan manager must be a registered NDIS provider in order to provide NDIS plan management services and claim payment for such services. Your plan manager will claim a setup fee at the start of each plan, and service fees each month directly from the NDIS.

Is it true that NDIS plan management funding will reduce funding from other areas of my NDIS plan?

No. NDIS plan management supports do not come at the expense of other supports. Plan management funding is added to your plan and does not reduce other funding categories.

What benefits will NDIS plan management provide to me?

Plan-managed participants have a few distinct advantages, including:

  • The ability to purchase supports from non-NDIS registered providers (like community organisations and therapists who have chosen not to register)
  • No requirement to use the NDIS portal
  • Ongoing support in navigating the NDIS
  • The same control as self-management without the administrative burden

What records will my plan manager retain?

Interactive Plan Management is required to keep all financial documentation relating to your NDIS plan for a minimum period of five years. It is the responsibility of Interactive Plan Management to produce relevant documentation, on your behalf, to the NDIA or NDIS during an audit.

How can I change to NDIS plan management?

You can request a review from the NDIS at any time. If your plan is less than three months old, you can generally ask for a light touch review. A light touch review should provide you with a quick and easy process to switch your plan to ‘plan-managed’.

If your plan is older than three months, it may take longer to switch your plan to ‘plan-managed’. In some cases, this may occur only when your current NDIS plan ends.

I received my new plan with NDIS plan management approved. What happens next?

Please contact us to arrange a suitable time to meet. Alternatively, you can register for NDIS plan management here.

Registration Pack


What if I have questions and need to speak to someone?

Interactive Plan Management office hours are 9:00am to 5:00pm Monday to Friday. We can be contacted by telephone, email, text message, Facebook, or you can message us through our website. Please visit our Contact page to view the available options.

How do I make a complaint?

Interactive Plan Management takes complaints very seriously. If you would like to make a complaint about our services, you can do so by completing the online form here. Alternatively, please visit our Contact page to contact us.

Complaints and Grievances Form


How long do you take to pay invoices?

Generally speaking, Interactive Plan Management process payments within two business days. Please be aware however that delays can and do occur from time to time due to reasons sometimes beyond our control.