How to change your NDIS plan from agency managed to plan managed?

For many new NDIS participants, agency-managed is assigned as a default option. Whilst this option is great for some, it’s not the best option for everyone

We’ve put together a list of the top reasons why you might choose NDIS plan management over agency management and how to change if you are not happy with your current plan management supports.

Why Choose NDIS Plan Management?

Having your NDIS budget plan managed gives you flexibility and practical support without any extra cost to you.

When your funding is plan managed, you can:

Use NDIS registered and non NDIS registered providers
Get guidance and support with your spending
Access help to navigate the NDIS system
Receive personalised tracking and budgeting support
Pay $0 out of pocket as plan management is funded separately in your plan

Plan management combines the flexibility of self management with the support and security of agency management. Many participants find this gives them greater control over their supports while reducing administrative stress.

Is Changing to Plan Management Hard or Easy?

Changing from agency managed to plan managed is absolutely easy.

The NDIS allows participants to request plan management at different stages of their plan. The process is straightforward and does not affect the rest of your funding.

If you are looking to switch from agency managed to plan managed, contact here and we will guide you through the process.

Latest NDIS Data on Plan Managed Participants

Recent NDIS data highlights how common plan management has become across Australia.According to Q1 FY25/26 data, there are 751,446 active NDIS participants across Australia.Out of these, 519,017 participants choose plan management.That means approximately 69% of all NDIS participants across Australia are plan managed.

This shows that a clear majority of participants prefer the flexibility, choice of providers and financial support that plan management offers.

Plan management continues to be one of the most widely used and trusted funding management options within the NDIS.

How Do I Change My NDIS Plan from Agency Managed to Plan Managed?

In 3 simple steps you change your NDIS plan to plan management. Any NDIS participant can ask to have plan management added to their NDIS Plan. This can be done:

At your Initial NDIS Plan meeting (before you receive your plan)
At your NDIS Plan Review/Reassessment meeting
During your plan

At Your Initial Planning Meeting

During your initial NDIS planning meeting you can simply request that your NDIS plan includes plan management funding. This will NOT impact any of the other funding in your plan.

You can also submit the ‘Request for plan management’ letter to your NDIS planner or LAC before, during or after this meeting.

You will need to ‘endorse’ a plan manager and let the NDIS know WHO you would like your plan manager to be in order for them to provider plan management supports.

Do you want Plan Hero Plan managers to be your NDIS plan manager?
DOWNLOAD this letter to use for your meeting

Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting

At your NDIS plan review or reassessment

During your plan review or reassessment you can discussed LAC or NDIA planner that you wish for your new plan to be plan managed. This will NOT impact any of the other funding in your plan.

You can also submit the ‘Request for plan management’ letter to your NDIS planner or LAC before, or during this meeting.

You will need to ‘endorse’ a plan manager and let the NDIS know WHO you would like your plan manager to be in order for them to provider plan management supports.

Do you want Plan Hero Plan managers to be your NDIS plan manager?
DOWNLOAD this letter to use for your meeting

Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting

During your plan

To request a change to plan management during your plan, you simply need to get in touch with the NDIS and put in a request or light touch review:

Call the NDIS on 1800 800 110 or contact your LAC (listed on your plan)
Let them know you would like to switch to plan management and request a Light touch Plan Review
If approved, this change can usually take 3-4 weeks

I Don’t Know How My Plan Is Managed

Not to stress, if you are unsure how your plan is managed – check out our resource How is my NDIS plan managed?

Why Choose a Plan Manager Like Plan Hero?

Plan Hero does not just pay invoices. We understand the NDIS.

If you want a plan manager who gets to know you and becomes part of your team, our experienced team is here to help. Our first response is never no. We work with you to understand how you can get the most from your funding.

There is no cost to you. The NDIS funds plan management in a dedicated section of your plan.

If you are looking for flexibility, guidance and a team that understands the system, get in touch with our friendly team today.

How Do I Join Plan Hero?

Call our team on 1300 599 770 or CLICK HERE to complete our registration form yourself.

Once you’ve completed our registration we will reach out to you within 24-48 hours to let you know what the next steps are, but keep an eye on your emails

Want to know more? To find out more about us CLICK HERE

Find out more about NDIS Plan Management

What is NDIS Plan Management?
How to change NDIS plan managers
Understanding the NDIA guide to plan management

Frequently Asked Questions about Changing Plan Managers

You can change Plan Managers at any time – it’s easier than you think!

Ready to make the switch? Changing your NDIS plan manager is simpler than you think — and it won’t affect your funding or your plan. Change to Plan Hero Talk to a Plan Manager

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Is it time to change your Plan Manager?

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