NDIS Plan Management in Geelong
- Accredited tax accountants
- Transparent pricing
- Xero payroll certified
Our Affiliations
Budget Confidence
Support for Participants
Managing an NDIS plan requires more than just processing invoices — it’s about ensuring funds are used effectively and in line with the scheme’s rules. At Accountsloop Tax & Business Advisory in Geelong, participants receive structured financial support that tracks spending, processes provider claims promptly and provides transparent reporting.
This can help ensure budgets remain on track and compliance is maintained, reducing stress for both participants and families. Call today on (03) 4224 0490 to discuss how professional NDIS plan management can support your needs.
Prompt Invoice Processing
Transparent Budget Tracking
Ongoing Compliance Support
Participant Focus
Simple Processes, Reliable Outcomes
NDIS plan management services focus on simplifying administration while ensuring that participants retain choice and control. This involves verifying and paying provider invoices, categorising expenses against approved budgets and delivering clear reports that outline remaining funds.
Effective management also includes guiding participants through plan rules, helping avoid overspending and providing clarity when multiple providers are involved. With structured systems in place, plan management gives participants the reassurance that funds are being handled correctly, leaving them free to focus on achieving personal goals and accessing the right support services.
FAQ
Everything You Need To Know
What does an NDIS plan manager do?
An NDIS plan manager processes invoices from service providers, ensures payments comply with plan rules and tracks spending across budget categories. They provide detailed reports to participants, helping them see how their funding is being used and whether any adjustments are needed. A plan manager also acts as a financial intermediary, reducing the administrative burden on participants.
What is the difference between agency-managed and plan-managed?
Agency-managed participants have their funding controlled directly by the NDIA, meaning providers must be NDIS-registered. Plan-managed participants, however, can use both registered and unregistered providers, giving them more flexibility and choice. With plan management, participants still receive oversight and reporting but enjoy greater control over who delivers their services.
Do I have to pay for NDIS plan management?
No, there is no cost to the participant. The NDIA covers the cost of plan management separately from the participant’s budget, so funds for support services are not reduced. Choosing plan management simply means an additional budget line is included to cover the manager’s services.




