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Unused NDIS funding explained
Unused NDIS funding explained
8 November 2021

For each NDIS plan you receive, you are allocated an amount of funding that the NDIA see is reasonable and necessary to help you meet the goals in your plan. But what happens if you don’t use all of your funding by the end of your plan period?

What if I have leftover funding at the end of my plan?

If you have leftover funding at the end of your plan, the funds don’t roll over to your next plan. The funds will go back to the NDIA. As part of your review process, at the end of your plan period, your NDIA Planner or LAC should discuss with you why you have leftover funding so that they can understand this and make adjustments to your next plan.

Why might you have leftover funding?

There are a number of reasons why you might have funding leftover at the end of your plan period and it’s important to work through this with your planner or LAC so that they can get it right for your next plan.

Let’s take a look through some of the reasons why you might have funding leftover.

Your family situation changed

There could be a change in your informal supports which means that you have claimed less formal supports than usual. For example, if your primary carer took some time off work to care for you at a particularly vulnerable time, you might have funding leftover. In this example, you would need to explain to your planner or LAC that this was an unusual circumstance so that this can be taken into account when allocating support funding for your next plan.

Your personal situation changed

Sometimes unexpected things happen and this has an impact on how you use your NDIS funding. For example, if you spend a period of time in hospital which means that you will not be accessing many of your NDIS funded supports during this time. Talk through this with your planner or LAC to explain how long you were in hospital for. You don’t want your planner or LAC to assume that the funds weren’t needed as this may result in a reduction in funding in your next plan.

Your needs changed

Over the course of your plan period your needs might change and you may require less support that anticipated when you started your plan. For example, if one of your goals is to increase your independence then over time you may need less support. In this example your support funding may be decreased in your next plan period to take this into account.

You didn’t understand your funding

If you have leftover funding because you didn’t understand how you should be using it, this is very important to explain to your planner or LAC. It means that you need some help to understand how you should be using your funding better to meet your support needs and help you achieve your goals. This is not your fault and it’s ok to ask for help. If you don’t understand what your funding is for or how to use it, our Support Coordinators can help. You can request funding for Support Coordination in your planning meeting or plan review.

Your Provider hasn’t invoiced for supports delivered

If you’re aware of supports delivered to you and funding has not been used, this means your Plan Manager may not be aware or has not received the invoices for the supports. It’s always beneficial to arrange a Schedule of Supports (or SOS) with each of your providers, this way your Plan Manager and Support Coordinator is aware of all supports and can hold funding.

You couldn’t find providers

Sometimes participants can have trouble finding the right providers to meet your needs. For example you might have funding for therapy but you are unable to find a therapist with availability in your area. This means that you can’t spend the funding that you’ve been allocated. If this happens, you need to make your planner or LAC aware of this so that they don’t assume that you don’t need the funding. In this situation, it’s also important to remember that if you have a Support Coordinator, they should help you to find providers so that you are able to use your allocated NDIS funding to meet your needs.

We’re here to help

At InFocus, our team of experienced Brisbane based Plan Managers and Support Coordinators are here to help you get the most out of your NDIS journey. Learn more about InFocus:

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