About this resource
Self-managing funding means keeping good records. This organiser tracks invoices, payments and receipts, links them to budgets and service agreements, and includes a monthly checklist for staying on top of records.
Purpose
To make record keeping simple and organised.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers.
Client or participant group: Self-managing participants, nominees and families.
Practice setting: Self-management of NDIS funding, with support coordination.
Suggested uses
- Self-management
- Capacity building
- Preparing for plan reviews
- Budget tracking
Instructions for practitioners
- Set up the organiser with the participant.
- Agree a regular time to update records.
- Check current NDIS guidance on record keeping requirements.
- Support participants to build skills over time.
Instructions for clients or participants
- Record each invoice.
- Record when you paid it.
- Do the monthly checklist.
Accessibility considerations
Can be used digitally as a spreadsheet.
Scope and limitations
An organising tool. It is not financial advice or an official NDIS document.
Research basis
Debt and financial stress are strongly linked with poorer mental and physical health, so practical financial support is part of holistic care. This resource is designed to align with the NDIS Practice Standards and Code of Conduct; using it does not by itself demonstrate compliance. Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- NDIS Quality and Safeguards Commission. NDIS Code of Conduct. https://www.ndiscommission.gov.au/rules-and-standards/ndis-code-conduct
- NDIS Quality and Safeguards Commission. NDIS Practice Standards and Quality Indicators. https://www.ndiscommission.gov.au/rules-and-standards/ndis-practice-standards
- Richardson, T., Elliott, P., & Roberts, R. (2013). The relationship between personal unsecured debt and mental and physical health: A systematic review and meta-analysis. Clinical Psychology Review, 33(8), 1148–1162. https://doi.org/10.1016/j.cpr.2013.08.009
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
