Switching NDIS Plan Managers

Your plan manager plays an important role in helping you manage your NDIS funding. But not every service will be the right fit for every participant. 

You might be happy with your current plan manager. Or you might be wondering whether another provider could offer clearer information, better communication or a service that suits you more closely. 

This guide will help you understand what to consider when thinking about switching NDIS plan managers. 

You should feel confident that your plan manager is helping you stay informed about your funding. 

Some signs that it may be worth reviewing your options include: 

• You regularly struggle to get answers to your questions. 
• You can't easily see how much funding you have left. 
• You don't understand the status of your provider invoices. 
• You're unsure who to contact when something goes wrong. 
• Your needs have changed and you want a different type of service. 

One problem doesn't always mean you need to change providers. Sometimes a conversation can help resolve the issue. But if the same problems keep happening, it may be worth exploring other options. 

Related article: Signs It Might Be Time to Change Plan Managers 

A good plan manager should make the financial side of your NDIS plan easier to understand. 

Think of your plan manager as someone helping you keep the financial paperwork in order. You should still know what's happening and remain in control of your choices. 

When comparing plan managers, consider these four things. 

Clear budget information 

Can you easily see your spending and remaining funding? 

A plan manager should provide information that helps you understand your plan-managed budgets. 

Reliable invoice processing 

Can you find out whether an invoice has been received, processed or paid? 

You should be able to ask questions about invoices without feeling left in the dark. 

Helpful communication 

Does the team explain things in a way you understand? 

You should know how to contact your plan manager and where to go when you need help. 

A service that suits you 

Do you prefer using an app, speaking to someone on the phone or receiving regular updates? 

The right service is one that works for your needs and preferences. 

The NDIS guide to plan-managed funding explains the role of a plan manager. 

Can you choose a different plan manager? 

Yes. You can choose a different registered NDIS plan manager during your current plan. You don't need to stay with a provider simply because you started your plan with them. 

However, it's important to check your current service agreement and understand any notice requirements. 

Related articles: 

• Can I Change My NDIS Plan Manager? 
• When Can I Change Plan Managers? 
• Can My Current Plan Manager Stop Me Leaving? 
• Changing Plan Managers Mid-Plan 

Before choosing another plan manager, ask yourself: 

• Will I be able to understand my budget more easily? 
• How will I know when my providers have been paid? 
• Can I contact a real person when I need help? 
• How will the new plan manager communicate with me? 
• What help will I receive when joining? 

You can speak to more than one plan manager before making your decision. 

The NDIS also provides guidance about choosing and working with providers. 

Once you've chosen a new plan manager, there are a few arrangements to make with your current provider and the NDIA. 

These can include confirming your new plan manager, checking outstanding invoices and making sure your new provider is ready to begin. 

You don't need to work through every detail before deciding whether a new plan manager is right for you. 

For the full instructions, read How to Change NDIS Plan Managers. 

• How Long Does It Take to Change Plan Managers? 
• Do I Need to Tell the NDIS? 
• What Happens to My Invoices When I Change? 
• What Happens to My Funding When I Change? 
• How Do I Cancel My Current Plan Manager? 

At Kismet Healthcare, we believe plan management should help you feel informed and confident about your funding. 

We combine technology that helps you track your budgets and invoices with a team you can contact when you need support. 

Our team also brings personal understanding to our work. We have a portion of our customer experience staff who are living with a disability or have lived experience supporting family members living with a disability. 

If you're exploring a change, we're happy to explain how Kismet works so you can decide whether we're the right fit. 

Explore Kismet's NDIS Plan Management services. 

Do I have to be unhappy to change plan managers? 

No. You can choose a different plan manager simply because another service better suits your needs. 

Should I speak to my current plan manager before switching? 

It can be helpful to raise any concerns first. You may be able to resolve the problem without changing providers. You can still explore other options. 

Can I compare plan managers before deciding? 

Yes. You can ask different plan managers about their services, communication, budget tools and joining process before making a decision. 

Where can I find instructions for switching? 

Read our How to Change NDIS Plan Managers guide for the practical steps, including the NDIA arrangements and invoice handover.