Tips and tricks to managing funding bodies

19 November, 2020

For the October meeting, the South West (Geelong) Network shared their tips and tricks on managing their respective funding body. It was a great learning and sharing session for all, especially for people new to their plan. People who have been on their plans for many years also learned something new. Here is a brief list of their tips and tricks:

Commonwealth Continuity of Support (CoS) Programme  

This program supports older people with disability who receive state-managed specialist disability services but are not eligible for the NDIS.

  • Administration fees can take a big chunk out of the funding. It is worthwhile to look into other agencies that may charge lower fees. Check to ensure that if they charge lower administration fees, they do not increase fees elsewhere.
  • To ensure you can still receive the higher level package, show your funding body that you are actively using it.


There are different options to manage your plan: self-managed, plan managed, NDIA managed, or a combination of the three.

  • Some group members prefer to self-manage their plans, as they feel they have more flexibility. They commented that they have more control over where the money goes, there are less people to go through to get things organised, and there is the ability to pay a better rate to support workers. To move to a self-managed plan, show NDIS you can do it yourself by actively getting evidence (from OT, PT, GP etc) during the planning stage of the plan.

  • If you are aware of what you need in the future, consider getting a 3 year plan than a 1 year plan.
  • The idea behind NDIS is to lessen the strain on family members. However, in certain circumstances, it can be possible to have family members who provide care be paid by NDIS. Certain circumstances may include living in an area with limited support workers, or if you will have limited support when travelling.

  • NDIS will pay for the modifications on a vehicle. You will have to purchase the vehicle first, then get it assessed by OT.


  • You can get your utility costs funded by TAC if it affects your health (e.g. home electricity for heating/ cooling). You will need an OT assessment.

  • The group raised awareness of Rory's Law. In 2018, one of the Networl's members, Rory, had successfully changed TAC legislation, known as Rory's Law. The change allows bike riders who crash into stationary vehicles to be on TAC. Under previous legislation, cyclists are only entitled to receive TAC if they hit a moving vehicle, a car door or a stationary vehicle on the way to or from work.

  • TAC clients can also self-manage their plan for flexibility. You receive a card with an allocated budget to spend on things including carers and services. This card gets audited. To move to a self-managed plan, TAC will see what you used your funding on in the past year, then allocate an appropriate budget.

  • On a self managed plan, you can also manage  TAC approved private support workers yourself (no agency), or have a separate agency that manages carers for you. There is no limit to how many different agencies you can have.

  • If you have to move into a nursing home, TAC will still support you.

  • If you are in hospital, you can use TAC funding to be a private patient and choose your own services.

 Managing funding bodies can be a complicated process, and how one person manages it may not suit another person. Even though everyone had different funding bodies, members supported each other with ideas and words of encouragement to manage their plan in a different way.

Details of our next event

Wednesday, 25 Nov 2020

02:00 PM

Zoom online

From the comfort of your home

Reflect on 2020, plan for 2021

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