Record keeping options for NDIS self-managers

Overview

CYDA's In Control Our Way project supports families of children and young people with disability to take control of their NDIS and to self-manage their child or young person's NDIS plan. This resource was produced with the support of an NDIS Information, Linkages and Capacity Building Grant.

This fact sheet features:  

• Why do I need to keep records?
• Things to be aware of when record keeping
• Making payment requests in the NDIS Portal
• Do I need a separate bank account for NDIS funds?

Other fact sheets in this series include:

Understanding NDIS language
NDIS self-management – what do I need to know?
NDIS self-management frequently asked questions
NDIS self-management FAQs: employment and staff
Parent and carer training and supports funded by the NDIS
Options for your record-keeping system for self-managers
Fraud vs. error and the NDIS