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Stress-free NDIS finances, handled by accounting experts. Fast invoice processing, real-time budget dashboards and total compliance — at zero cost to you.
Managing the accounting, invoice verification, claims and continuous tracking of an NDIS budget can quickly become an exhausting administrative burden. Our Plan Management service acts as your personal financial advocate. Backed by our accounting pedigree at OZ Tax Accountants, we bring institutional-grade financial management, strict compliance auditing and rapid payment processing directly to your NDIS plan.
Choosing us as your Plan Manager gives you the best of both worlds: complete flexibility and total protection. Unlike NDIA-managed plans that restrict you to registered providers, Plan Management lets you engage both registered and non-registered businesses — so you can choose local therapists and support workers who fit your life, while we handle every invoice, tax-compliance detail and NDIA report behind the scenes.
With our accounting pedigree behind you, nothing slips through the cracks. We audit every invoice, forecast your spending, and keep your dashboard current — so you enjoy total freedom of choice while we quietly protect every dollar of your plan.
Freedom to choose any provider, protection on every invoice, and zero cost to you — that's smart plan management.
A comprehensive, flexible package — shaped entirely around your goals and your plan.
We review, verify and pay approved provider invoices within 24–48 hours, keeping your team happy and consistent.
Every line item is checked against the latest NDIS Pricing Guide — if you're overcharged, we flag and dispute it for you.
Clean monthly statements and secure mobile access so you always know what's spent, committed and remaining.
We handle all NDIA PRODA interactions and return out-of-pocket approved costs straight to your bank account.
We monitor patterns so you don't run out early or under-spend and risk a budget cut at review.
Backed by our accounting pedigree, we bring institutional-grade financial management to your NDIS plan. Every incoming invoice is reviewed, verified and audited against the latest official NDIS Pricing Guide — if a provider ever overcharges you, we flag it immediately and handle the dispute on your behalf. Approved invoices are then paid within 24 to 48 hours, keeping your support team happy, consistent and reliable.
You receive clean monthly statements and secure mobile access to a real-time dashboard, so you always know exactly what's spent, what's committed and what remains. Our financial forecasting even helps you avoid running out of funds early or under-spending and risking a budget cut at review. Best of all, plan management is funded by a separate line the NDIA adds to your plan — it costs you nothing and never touches your therapy or daily-care budget.
Plan Management gives you the freedom of self-management without any of the administrative headaches. Use the providers you want, and let our finance team look after the compliance, auditing and reporting.
Every invoice is checked against the NDIS Price Guide, paid within 24–48 hours and reflected instantly on your dashboard. You always know exactly what's spent, committed and remaining — no spreadsheets, no surprises.
Your provider emails the bill straight to our system.
We audit it against NDIS limits and lodge with the NDIA portal.
Funds are sent quickly, and your dashboard updates instantly.
A glimpse of the everyday care, connection and confidence this service is built to create.
Plan Management is funded by a separate line the NDIA adds to your Capacity Building — Choice and Control budget. It never takes a single dollar from your therapy or daily-care funding.
Nothing. The NDIA adds a dedicated, separate fee line to your Capacity Building budget to cover it — it never reduces your care or therapy funding.
Yes. Plan Management lets you engage both registered and non-registered providers, giving you real choice and control.
We process and pay approved invoices within 24–48 hours, so your support team is always paid promptly.
You get clean monthly statements and secure mobile access to a real-time dashboard showing spent, committed and remaining funds.
Correct — the NDIA adds a dedicated, separate fee line to your Capacity Building budget to cover it. It never reduces your care or therapy funding.
Yes. Plan management lets you engage both registered and non-registered providers, giving you genuine choice and control over who supports you.
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