Switching plan managers is your right — and it's simple
Not happy with your current plan manager, or just want a fresh start? You can switch at any time. Here's how it actually works.
You're free to switch, anytime
As an NDIS participant, your choice of plan manager is entirely yours. There's typically no cost or penalty for switching, and no requirement to justify your decision. The most common approach is giving your current plan manager written notice, similar to ending any other service agreement.
At Clear Funds Manager, for example, either party can end our Service Agreement with 14 days' written notice. On ending, we finalise any pending invoices and provide a Final Statement within 7 business days so the next plan manager has everything they need for a clean handover. Most plan managers in the sector follow a broadly similar written-notice pattern — check your current Service Agreement for its exact notice period.
How to switch to Clear Funds Manager
Sign a Service Agreement with us
Complete our intake form and we'll set up your Service Agreement.
Give your current plan manager written notice
Let them know in writing that you're ending the arrangement — check their agreement for the exact notice period required.
We handle the PRODA/PACE transition
We register your plan with the NDIA and take over claims processing on your behalf, so the change happens on the system side without you needing to chase it.
Your old plan manager finalises and hands over
They should process any pending invoices and provide you (and us) with a Final Statement, so nothing falls through the cracks.
You're live with Clear Funds Manager
From here, your providers invoice us directly and you receive your regular statements and portal access through our secure online system.
Will there be a gap in my support?
Because plan management is just the financial administration layer, your actual supports and providers don't need to pause while you switch. The key is overlapping the handover slightly — start your new Service Agreement with us before your old plan manager's notice period ends, so there's continuous coverage for invoice processing.
Ready to switch?
Fill out our intake form and mention you're switching from another plan manager — we'll guide you through the handover.