There are some things you need to know how to do before you can successfully self manage.
- Do you know how to use a computer and do you have regular access to the internet?
You will need to be able to go online to the NDIS portal to make payment requests to pay for the services you receive via EFT (internet banking). You might also use a computer or cloud to keep records about how you used your funding.
Click HERE for information about how you can improve your computer skills and get access to the internet
- Are you able to pay your bills on time?
Your service providers will send you an invoice or bill for you to pay.
There are two options to pay for your supports with your NDIS funding:
1. Make a Payment Request and then pay your provider:
Once you receive an account, invoice or timesheet from your provider, make a Payment Request. This can be done online using the Myplace portal.
Money from your NDIS plan budget will be paid into your nominated bank account within 24 to 48 hours. You can pay your provider.
2. Pay your provider and then make a Payment Request:
Once you receive your support, pay your provider using your own money and get a receipt. Make a Payment Request to have the money from your NDIS plan budget paid into your nominated bank account. You will be reimbursed within 24 to 48 hours.
You will need to pay your providers by the due date.
- Are you able to organise and keep your bills, invoices and receipts?
You are required to keep your invoices and receipts for five years. The NDIA may conduct a random “audit” to check your NDIS funds are being spent and managed properly. It is important to keep your records organised so you can show the NDIA how you have spent your funds.
Click the following for info on recordkeeping
- Are you able to manage a budget?
You will have funding in one or more categories. As a Self Manager you will have some flexibility in how you spend your funding. Still, you will need to plan and budget how you will use your funds over the whole period of the plan.
- Are you able to find and make a clear agreement with your providers, and direct the supports you receive including how they will be provided and paid for?
Can you be assertive telling your provider how you would like your support delivered?
- If you want to do you want to directly engage your support workers, do you understand your legal obligations?
There are specific rules that you should understand about employing workers or hiring contractors. For information on employees and contractors look at the
- Australian Tax Office,
- Fair Work Ombudsman
- your State based Workers Compensation information on employees and contractors.
- Safe Work Australia and safe work in your state
Information from NDIA on directly engaging your own staff
WA individualised Services has created a good resource to help people when hiring their own workers - Be a Boss
- Do you know where to go to get help with self management?
If you want to self-manage but are not sure if you’re ready, you can ask your LAC or NDIA planner for additional support to learn the skills you need. You can use your NIDS funds to pay for assistance with self management
- You might like to take a course in using a computer and learning filing and recordkeeping skills.
- You may wish to attend a self management workshops, peer support or mentoring on self management.
- You may also seek professional advice on bookkeeping and employment services, budgeting apps etc.
- You may wish to engage the professionals services of a bookkeeper or admin assistant to help you manage your funding
- Have a look at the Self Manager Hub Starter Kit
Created by Self Manager Hub. Copyright 2020