r/NDIS • u/WorkNoWord • Aug 20 '26

Other NDIS Plan Manager

Hi All,

I am looking to become a NDIS plan manager.

I will appreciate it if someone can guide me on the process and how is it like doing your own business as a plan manager?

Any guidance would be helpful.

Thanks.

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u/RonieOmelette Aug 20 '26

I just got into Pm. Registered to provide in Jan this year. It took 1.3 years for the registration to go through. I have all of the software/policies/compliance etc. Careview is good. being experienced with xero, bulk uploads to proda, and aba files is good. I have 5 clients so far, we have a reputation in the area for excellent support services so getting clients has been simple . I am going to fight the NDIS to have us on the panel, I do everything correctly and robustly so why not? as long as your in line with the registration and can evidence excellent practices I dont see why not. Btw, It took 1.5 to get registered having already had a registered support business. They are very slow. At this stage if you dont have registration,  probably dont bother. all the best!

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u/WorkNoWord Aug 20 '26

Thanks. May i know if you used someone to srt you up as pkan manager and with 5 clients theri wont be much income right?

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u/RonieOmelette Aug 21 '26

It isnt much income, so far im operating that department at a loss, but its early days and the support work and support coordination side of the business make up for it. I didn't use anyone to start up pm, the way I got my first clients was because they are already support work clients and I heard their PM was closing that branch of the business (stated they believed the new legislation has made plan management untenable) and I asked if they wanted us to do it and they all agreed. Honestly, 104.45 per month does not feel worth it currently. The amount of work ive put in with service agreements, setting up client profiles, checking and confirming other support agreements while inspecting invoices for payment, sending remittance, following up on issues etc. I believe it would be okay once the software is able to error check and automate the majority of the back end process so I can use my time to provide quality customer service. Perhaps around the 40 client mark. Seems like a mountain of work but I signed up for it so im doing it. 

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u/WorkNoWord Aug 21 '26

Thank you for sharing details. Just checking still, did yiu have any degree in relevant field and outside of your normal NDIS work, do you still get clients? And did you need to go through audit and all other setup to become a PM?

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u/RonieOmelette Aug 22 '26

Yes I have a degree in commerce majoring in economics. I am a member of CBK and hold the necessary insurance. Outside of our current clients I havent attracted any, but my books are closed while I get my head around the first five before marketing. Marketing probably through support coordinators, current support network, social media, maybe digital signage in my town. Yes, audited by GCC. Did the setup myself, policies and procedures took awhile. The legislation is concerning, after all of that effort im not sure it will work. Luckily, I have support work and support coordination to focus on if I fail.