We’ll ask you at your planning conversation who you want to manage your funding.

We must agree to your request, unless: 

• you already have a plan nominee, who can choose who manages your funding
• you want to self-manage the funding but you, or your plan nominee or child representative, are bankrupt or insolvent under administration
• you want to self-manage the funding but that would be an unreasonable risk to you
• it’s for in-kind supports, or cross-billing payments for younger people in residential aged care.

There are a few other things to remember.

• We’ll let you know what your plan management options will mean for you.
• You can also ask your friends, family or service providers for advice.
• We need to consider any legal orders about your finances, such as court or tribunal orders.
• If you’re under 18, your child representative  can choose how to manage your plan funding. 

If you’re not happy with the plan management decision we make, you can ask for a review of our decision.

Learn more about requesting a review of decisions we make  .

What if you have a plan nominee?

If you have a plan nominee  , they will choose how to manage your plan funding if it’s part of their nominee arrangement. This means we decide your nominee is responsible for managing your funding, and they agree to it.

Your nominee has a duty to work out what you want. They need to make decisions that help your personal and social wellbeing. 

Learn more about nominees  .