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

Self management is a great option for those who NEED it, but that’s not always the case.

If you are hiring all your own staff, or managing your support workers then this could be great but for others, self-management isn’t always the best option. If you’ve tried it and are feeling overwhelmed, stressed and don’t know what you’re doing then it might be time to consider changing to plan-management.

Why change your NDIS plan from self to plan managed?

Take the stress out of being your own accountant/bookkeeper/ financial planner. Plan management can provide you with:

  • Support with understanding the NDIS and correct line items
  • Guidance to ensure you are getting the MOST out of your funding
  • Help accessing the services you need
  • Tracking and budgeting tools
  • More time to spend doing the things you enjoy

How do I change my NDIS Plan from self 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 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 doesn’t just pay the bills, we know the NDIS.

If you want a plan manager that has your back, and gets to know you and becomes a part of YOUR team – then our team is for you! Our first response is never no, we work with you to understand HOW you can get the most out of your funding

There is NO cost to you (the NDIS fund the cost of plan management in a specific section of your plan), so get in touch with our friendly team today to find out how we can support you!

How do I join the Plan Hero family?

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

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