Route map for NDIS Plan
Sometimes in your life you think some tasks are complicated but managing your NDIS funding doesn’t have to be one of them. We’re here to guide you to get there at free of cost to you.
Join the NDIS
To get our service as a Plan Manager you need to have an NDIS plan which includes ‘Improved Life Choices’. It covers all plan management fees so there’s no need to worry about our fees, it means you no need to pay from your pocket. If your plan has got Improved Life Choices — good news! If it doesn’t currently have Improved Life Choices, don’t worry we’ll guide you.
My plan has not had Improved Life Choices, then what can I do?
If it doesn’t currently have Improved Life Choices, don’t worry. Just follow the steps below:
- Call the NDIA on 1800 800 110 and request them know I’d like a plan review for plan management service.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and let you know once you’ve been approved.
Sign up with us for Plan Manager service
Once your plan has got & approved for Improved Life Choices, now you are ready to Sign up with us for Plan Manager service. Just Register your details in our online form, we’ll start to work for you.
Not Happy with your current plan manager during the dates of the current plan and want to transfer from them, you need to follow the steps below:
Transferring from any plan manager is quite easy.
- Contact the NDIA on 1800 800 110 and let them know that you want to transfer your plan management to us.
- Contact your current plan manager and ask them to cancel their service booking and reduce their available funds to zero.
- Just Register your details in our online form, we’ll start to work for you.
- Notify Your Providers and ask them to send their invoices directly to us so you don’t have to manage and store them.
What are all the options for invoicing?
- Your providers can send their invoices directly to us.
- You can forward your service providers invoices to us once you receive them.
- You can also claim for personal reimbursements if you have paid for a service yourself.
Clear your doubts with us
Feel free to ask us your burning questions one of our friendly experts will answer it. Our expert team can help you manage your budget and guide you on getting the most out of your plan and providers.
Get in touch
May we help you?
If you have any questions about the services we offer, our sign-up process, or how can we assist you to get the most out of your NDIS funding, please don’t hesitate to contact us. One of our helpful team members will respond as soon as possible.
9:00am – 9:00pm Mon – Sat (ACST)
PHONE
enquiry@greatplanmanager.com.au
JOINING UP
welcome@greatplanmanager.com.au
INVOICES
accounts@greatplanmanager.com.au
FEEDBACK & COMPLAINTS
feedback@greatplanmanager.com.au
HEAD OFFICE & POSTAL ADDRESS
Astutesoft
5 swan court, Narre warren south, Vic-3805
Complaints Policy | About Complaints
This is how we work:
We notify you every time an invoice is uploaded
You (or your nominated primary contact) will receive an SMS every time when our team upload an invoice of your service providers.
Any Problem with the invoice? No problem.
you can contact us straight away If there’s a problem with any of your invoice, then we will pause the payment until you fix the issue with your provider.
Get reimbursed
If you have paid for a service yourself, you can claim for personal reimbursements. Just be sure to keep your receipts which clearly show the amount that has been paid and the date of payment.
Top of Form
- Does your plan include Improved Life Choices? *
- Yes
- No
- I don’t know
What is Improved Life Choices? This is the funding in your NDIS plan for financial management, and this allows you to use a plan manager. Scroll down for more information.
Bottom of Form
I’m ready to sign up, what do I do?
If financial management is included in your NDIS plan (listed as Improved Life Choices or Choice and Control) you can quickly and easily register for great Plan Manager online. You’ll need to fill in all your details, then read and accept our Service Agreement.
It’s really helpful if you can give us a copy of your NDIS Plan so we can make sure your budget allocations are right when we set up your account. See our tips on how to download your NDIS plan from MyGov.
I’m transferring from another plan manager, what do I do?
- Contact the NDIA on 1800 800 110 and let them know that you want to transfer your plan management to us.
- Contact your current plan manager and ask them to cancel their service booking and reduce their available funds to zero.
- Just Register your details in our online form, we’ll start to work for you.
- Notify Your Providers and ask them to send their invoices directly to us so you don’t have to manage and store them.
re transferring from another plan manager during the dates of the current plan, there are some extra steps you need to take first:
- Contact the NDIA on 1800 800 110 to advise them that you wa
I don’t have Improved Life Choices, what do I do?
- Call the NDIA on 1800 800 110 and request them know I’d like a plan review for plan management service.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and let you know once you’ve been approved.
k for this
- your request and get in touch once you’ve been approved.
I don’t know if I have Improved Life Choices, what do I do?
Check your NDIS plan to see if it includes financial management (listed as Improved Life Choices or Choice and Control). If it doesn’t Check your NDIS plan to see if it includes financial management (listed as Improved Life Choices or Choice and Control). If it doesn’t, you can ask for this to be included in your plan at an upcoming meeting, or request a review of your NDIS plan by doing the following:
- Call the NDIA and let them know you’d like a plan review because you want to be plan managed by Great Plan Manager.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and get in touch once you’ve been approved.
, review your request and get in touch once you’ve been approved.
Signing up to great Plan Manager
Depending on your circumstances there may be different steps to signing up. Let us guide you through the process:
Top of Form
- Does your plan include Improved Life Choices? *
- Yes
- No
- I don’t know
What is Improved Life Choices? This is the funding in your NDIS plan for financial management, and this allows you to use a plan manager. Scroll down for more information.
Bottom of Form
I’m ready to sign up, what do I do?
If financial management is included in your NDIS plan (listed as Improved Life Choices or Choice and Control) you can quickly and easily register for great Plan Manager online. You’ll need to fill in all your details, then read and accept our Service Agreement.
It’s really helpful if you can give us a copy of your NDIS Plan so we can make sure your budget allocations are right when we set up your account. See our tips on how to download your NDIS plan from MyGov.
I’m transferring from another plan manager, what do I do?
If you are transferring from another plan manager during the dates of the current plan, there are some extra steps you need to take first:
- Contact the NDIA on 1800 800 110 to advise them that you want to transfer your plan management to Great Plan Manager.
- Contact your current plan manager and ask them to cancel their service booking and reduce their available funds to zero. To make this simple, you can copy and paste this letter template (Word) or email template (Word), fill in the blanks, and provide it to your current plan manager. Alternatively, you can find PDF versions here: letter template (PDF) and email template (PDF).
I don’t have Improved Life Choices, what do I do?
If you don’t currently have Improved Life Choices, don’t worry. You can ask for this to be included in your plan at an upcoming meeting, or request a review of your NDIS plan by doing the following:
- Call the NDIA and let them know you’d like a plan review because you want to be plan managed by Great Plan Manager.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and get in touch once you’ve been approved.
I don’t know if I have Improved Life Choices, what do I do?
Check your NDIS plan to see if it includes financial management (listed as Improved Life Choices or Choice and Control). If it doesn’t, you can ask for this to be included in your plan at an upcoming meeting, or request a review of your NDIS plan by doing the following:
- Call the NDIA and let them know you’d like a plan review because you want to be plan managed by Great Plan Manager.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and get in touch once you’ve been approved.