NDIS Participants

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Helping you get the most from your NDIS funding

We make it easy for you to manage your NDIS funding. We reduce the stress associated with paying bills and managing your NDIS budget – saving you time so you can do the things you love.

You choose the providers and the services you use, and we will manage the payments from your NDIS funding at no cost to you. Trinity Plan Management are third-party plan managers with expertise in navigating the NDIS and tracking budgets. We can tell you how you are tracking against your NDIS budget to make sure you get the most out of your funding. Our extensive knowledge of NDIS funding, supports and networks means we can provide expert advice. We can help you find the right service providers, connect you to extra support, and tell you what you are allowed to access based on your individual plan.

If you’re looking for a team who understands you and the challenges of the NDIS then contact us. We understand that you have to plan for each year of your funding and that you need a team to support you. Let us join your team.

How your NDIS funding works

Under the NDIS, you are provided with funding to support your goals. Funding is allocated based on your particular needs and what will help you achieve your goals.

NDIS funding supports a vast range of different equipment, consumables and services to help achieve your goals. Once you have registered for the NDIS and received the funding, you can choose where and when you receive supports, and you can choose your own service providers. Support coordination and plan management is designed to help those choices, not replace them.

A smooth experience

Grateful for NDIS but it’s not always easy to navigate when you are busy. So thank you so much Trinity for making it such a smooth experience. I feel like you guys are our personal assistants. 🙂

Ingrid Finnegan

Carer
Footscray

What a support coordinator does

A support coordinator works with you to:

understand your plan and how it helps to achieve your goals. They listen closely to what you want and need. They connect that to your goals and make sure that the funding is applied to the correct buckets in your NDIS funding.
connect you with the therapies and services you need and that are available in your local area. They have a large network, and so we are often aware of service availability that you may not be able to research yourself.

You are always in charge of what service providers you want to use. Your support coordinator gives you the options.

How a NDIS plan manager helps you

NDIS plan management refers to third-party providers, like Trinity Plan Management, who are responsible for managing your funding. This includes:

paying for your supports and service providers
managing your budget
monitoring your spending so you’re not under or overspending
managing paperwork for NDIS compliance and audit needs.

Plan Management means you have a third party manage your NDIS funding and payments. Plan Managers keep records, pay Service Providers, track budgets and manage NDIS compliance requirements.

We are YOUR personal bookkeepers. With Trinity Plan Management you still have complete control of your NDIS plan so you can choose your Service Providers and how much you want to spend on your services. We take care of the paperwork, so you have time to do the things you love.

Contact Us Today

Our NDIS support and management lets you spend more time on what matters

0419 564 823

You keep control of your NDIS Plan

You are always in control of your plan spending. We can help you by:

Receiving invoices from your Service Providers so you don’t have to deal with bills
Accessing your funding via the NDIS portal and paying Service Providers on your behalf
Tracking expenses within each of the categories of funding in your plan so you don’t over or underspend
Keeping you informed of how much you have in the plan at any one time so you can make better decisions
Maintaining audit trails for NDIS compliance
Liaising with your Local Area Coordinator (LAC) where needed
Working with Support Coordinators (if you have one) to help them get the most out of funding.

How we make your life easier

We manage the payments to your service providers from your NDIS budget (not your bank account)
Your service providers can invoice us directly – and will be paid on time
You don’t have to deal with bills
We track your funding so you know how much you can spend
You can see your spending via our app
Make sure that you don’t overcommit your funding
We keep an audit trail so you don’t have to
We can liaise with your LAC on your behalf
We’ll work with your support coordinator (if you have one) so you get the most out of your services
There’s no cost to you because the NDIA pays us directly
If you need advice about service providers and navigating the NDIS we can provide guidance so you can make informed decisions.

When can I engage Trinity Plan Management’s services?

First, you need to be registered with the NDIS, before you can engage our services. Navigating the NDIS journey can be complex. We’ve listed the NDIS processes here.

There’s a number of stages involved in the NDIS process. Firstly you apply over the phone or via a form. Then the NDIA checks your application and the evidence you provided. Then, if you’re eligible, you will be registered for the NDIS. We become involved at this step.

You must be registered with the NDIS before you can use our services.

NDIS is designed to support Australians with a disability. There are some basic criteria in relation to your age, residency status, disability and the availability of the NDIS in your residential area. You can use this NDIS checklist to see if you are eligible.

If you meet the criteria and you would like to receive NDIS funding you will need to make an Access Request.

You can call the NDIS on 1800 800 110 to make an Access Request or you can submit an NDIS Access Request form via email.

You may need to provide evidence of your disability as part of your application for the NDIS. This might include information on what your disability is, how long it will last and how it impacts your life. You’ll also need to prove your age and residency.

Once you submit an Access Request, the NDIA will let you know if you are eligible for the scheme.

If you are eligible, the next step is to attend an NDIS planning meeting to discuss your support and funding needs. Before you attend this meeting you’ll need to prepare for your meeting.

Before you attend your planning meeting it’s a good idea to think about the following:

your current supports and who provides them
the supports you may need to achieve your goals
how you will manage your NDIS funding.

At the NDIS planning meeting you’ll need to provide information about how you are managing in the different areas of your life, the goals you would like to achieve and the kinds of support you need.

The funding you receive is based on what is reasonable and necessary to achieve your goals. The plan considers the support that is also provided by family, friends, and other community and government services.

If you ask for plan management we’ll be able to work with you as soon as you receive funding. However, there’s no need to worry if you choose one of the other management options – you can choose plan management at any time. If you need help with this we can guide you through the process.

The NDIS also has some information available to help you create your plan.

At the planning meeting you will be asked how you would like to manage your plan. There are three options available to you to manage your NDIS plan and funding. You can choose one or a combination of the three:

NDIA-managed (Agency-managed): NDIA will manage your funding so you won’t have to manage paperwork and payments, however you must use NDIS-registered providers.
Self-managed: you will manage all of the paperwork and payments. With this option, you can use any service provider however you will have to pay for your supports out of your own personal funds and then wait for reimbursement by the NDIA. This can be quite an administrative workload as it involves collecting and keeping all of your records, logging into the NDIS portal and uploading supporting documentation – and waiting for your reimbursement.
Plan-managed: your funding will be managed by a third-party plan manager. Plan managers pay service providers directly – with no cost to you – and manage your paperwork. With this option, you can still choose any provider you like but get the benefit of additional support managing your budget.

Plan management offers you freedom to make your own choices without managing your paperwork and payments yourself. The costs of plan management are covered by the NDIA and do not impact the amount you are funded.

The NDIS also has some information available to help you create your plan.

It’s easy to choose Trinity Plan Management. When you are plan-managed with us we will start working for you from day one. Send us an email or register online.

At your NDIS planning meeting let the NDIS representative know that you will be taking the Plan Management option and provide them with our NDIS registration number: 4050043535.

If you are currently receiving NDIS support and are either agency-managed or self-managed, you can apply to the NDIS to change to plan-managed. You don’t need to wait for your next review meeting – you can do this at any time.

We can help you to do this, contact us today

Finding the right NDIS plan management provider can be difficult. If you’re not getting the support you need from your current NDIS plan manager you can switch to Trinity Plan Management easily. There’s no need to wait for your next NDIS review. Fill out our registration form and tell us who your plan manager is – we’ll do the rest. Note that most plan managers require 28 days’ notice – and don’t worry. Your services won’t be interrupted in any way.

No matter where you are on your NDIS journey, we can help. Contact us today

Need more information? Our FAQs section answers some of the tricky questions about the NDIS, the application process and selecting plan management. Click here to view our FAQ’s

NDIS Plan Management Australia Wide

We work with NDIS participants and Support Coordinators across the whole of Australia. We offer a one-to-one personalised services. No call centre here!

Proudly providing NDIS Plan Management Services to: