Frequently Asked Questions

Max Plan Managers

When your NDIS funding is plan managed, it entails having an NDIS-registered plan management provider (such as Max Plan Manager) administering your funding. We take care of managing your budget, handling payments, and keeping track of receipts on your behalf. We pay your bills and store your receipts so you don't have to bother about claiming payments or archiving receipts through the NDIS MyPlace Portal. Having a plan manager also allows you to use service providers who are either NDIS registered or not.
No. You will incur no out-of-pocket expenses as a result of having your plan managed.

When you request that your plan be managed at your planning meeting, the NDIA Planner or LAC will include an Improved Life Choices budget in addition to your existing budgets. This covers the initial one-time price (per plan) for setting you up in our system and on the NDIS site, as well as support when you transition to plan administration, as well as our flat monthly rates.
We welcome your existing service provider choices, and our process is designed to be seamless. We are flexible and can work with almost any supplier, provided they have an Australian Business Number (ABN) and the product or service they offer aligns with the NDIA's definition of being "reasonable and necessary" for your needs.

If you're looking for service providers, we can lead you in the correct path. Getting started with providers is very simple. We can give you a 'New Provider Letter' with all of the information they'll need to send us invoices, and you can leave the rest to us.
Every plan manager offering financial administration services must be officially registered with the NDIS. Your providers send us their invoices, which we pay on your behalf, and our budget coaches assist you in managing your money and discussing what you would wish to buy. If you choose plan management, your NDIS planner will manage your finances, allowing us to claim for services on your behalf and directly pay your service providers.
When your budgets are plan managed, the process is simple: you just need to choose the service providers you wish to use, and then instruct them to invoice Max Plan Manager for the services you receive. Our budget advisors will talk with you about your plan and what you might want to buy to help you reach your goals.
Joining us is quick and straightforward. Just visit our home page, click on the sign-up button, and follow the easy instructions. The whole process takes only a few simple steps.

We will want some basic information from you, such as your email address, NDIS participant number, date of birth, and address.

Alternatively, please contact us with your information, including your full name, NDIS number, and plan start and finish dates. It would be beneficial if you could include a copy of your plan.
Within two business days, a member of the Max Plan Manager team will contact you by phone or email to deliver you a service agreement and complete your sign up.
Certainly! You have the flexibility to change your plan manager at any time. If you want to switch from another plan manager to us during your existing plan, you must first notify the NDIA at 1800 800 110 that you are changing plan managers. You will also need to request that your former plan manager cancel their service booking and lower their available funds to zero so that we may make our service booking.
Absolutely! Our system has been designed to simplify the management of plans for multiple individuals, making it a hassle-free experience.

You can manage all the plans for which you are responsible using a single email account and login. Each plan member is a Max Plan Manager client who can be allocated to you, the nominee. Switching between our app and web site is straightforward.
Typically, the NDIA would like to engage in direct communication with you on a personal level. We will need your permission to speak with the NDIA on your behalf, and this will depend on your unique circumstances.
Certainly! After signing up, you will gain access to our mobile app and online portal, where you can conveniently submit bills for reimbursement or direct payment to your service provider.
+61 (04) 1403 2702

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Your NDIS Plan Manager

Epping, vic 3076, Australia

General information: +61 (04) 1403 2702

ABN: 63 662 113 046

NDIS registration number: 4050 112 782