Privacy Collection Notice

What we collect

To provide Plan Management services, we collect personal information including your name, contact details, date of birth, NDIS number, plan budget information, provider and support details, and invoice/financial information.

We collect this information from you directly, from your plan nominee (if applicable), from the NDIA (via PRODA/PACE), from your support coordinator, and from the service providers you use.

How we use it

We only use your information to manage your NDIS plan funding — processing invoices, providing budget statements, and meeting our legal and NDIS reporting obligations.

Who we share it with

We only disclose your information where necessary, and only to: the NDIA, authorised service providers (for invoice and payment purposes), your support coordinator (with your consent), and relevant regulators such as the NDIS Quality and Safeguards Commission.

Your rights

You can request access to or correction of your personal information at any time. If you have a privacy concern or complaint, contact us at admin@clearfundsmanager.com.au. If you're not satisfied with our response, you can escalate to the NDIS Quality and Safeguards Commission on 1800 035 544, or to the Office of the Australian Information Commissioner (OAIC).

How we protect it

Your data is protected using the Australian Government's Essential Eight cyber security strategies, mandatory multi-factor authentication on all financial portals, and encrypted cloud storage.

Legal basis

This notice is consistent with the Privacy Act 1988 (Cth), the Australian Privacy Principles, and the NDIS Practice Standards.