Self Managed

About Self Managed

Self-management means the participant, or their nominee, pays providers directly and then claims the money back from the NDIA. They keep their own records of spending against the plan.

It gives the most flexibility. Self-managed funding can be used with any provider, registered or not. It also means the most responsibility: paying invoices, keeping receipts and claiming correctly and on time. A participant does not have to self-manage the whole plan. Some funding can be self-managed and the rest plan-managed or agency-managed.

At a glance

This is general information, not financial or funding advice. Program names, amounts and eligibility rules change over time. Always confirm current detail with the relevant official body before relying on it.

How to prepare before arranging support

  1. Decide whether you or a nominee will pay providers and keep the records.
  2. Keep every invoice and receipt, and pay providers before claiming the money back from the NDIA.
  3. Submit each claim correctly and on time.
  4. If it is too much, self-manage some funding categories and use plan or agency management for the rest.

Information and records to have ready

Questions to ask a provider

Common mistakes to avoid

Frequently asked questions

Do I have to self-manage the whole plan?

No. You can self-manage some funding and use plan management or agency management for the rest.

Who can confirm what Self Managed means for me?

Ask the NDIA. A provider can explain its services and billing, but it cannot make a binding funding decision for the responsible body.

Does a provider listing prove it accepts self managed?

No. A directory or public-register listing describes a provider and the supports it lists. Confirm the funding arrangement, approval and current availability with the provider before booking.

What if the rules or my circumstances change?

Check the current guidance with the NDIA, tell your providers promptly and update written agreements or approvals before relying on the changed arrangement.

Official sources

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Helpful reading

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