Switch Plan Managers with Confidence

Check your current arrangement and confirm you can change

Under the NDIS, plan management is about who pays your registered providers for you and how budgeting is handled. You can usually request a new plan manager when you’re unhappy with service, want better communication, or prefer different support tools. Before you start, gather a few details so the transition is smooth.

Start by reviewing your plan documents. Look for information about whether you have plan management in place and who your current plan manager is. Then confirm whether your NDIS plan includes Core Supports and Capacity Building that are being managed. If you’re using plan management for both categories, it’s helpful to know what portions are currently under management.

Next, identify how you pay providers today. For example, some people use plan-managed funding for invoices submitted directly by providers, while others need to stay on top of quotes, service agreements, or booking schedules. Your goal is to make sure your new plan manager can cover the same types of transactions.

• Write down your current plan manager’s name and contact details.
• List providers you want to keep (include provider names and contact numbers).
• Check your NDIS plan dates (review dates matter for timing).

Key takeaway: Being clear on what your plan management covers helps avoid gaps when you switch.

Once you’re ready, you can compare providers and choose a new plan manager that suits your needs.