Plan Management Services
Why Use a Plan Manager?
Managing and monitoring an NDIS Plan can be a be a stressful and time consuming experience for individuals. Tasks can include:
Making sure payments to providers for services delivered are within the NDIS pricing limits
Provider Invoices contain the necessary information for the supports delivered
Monitoring the budget to prevent overspending
Choosing to use an NDIS approved Plan Manager, such as Adapt Plan Management, takes the stress and hassle out of managing your NDIS plan and allows access to both registered and non-registered NDIS providers to deliver the supports you need.
Having a Chartered Accountant manage your NDIS Plan can ensure your funding is monitored by a qualified accounting professional with a keen eye for detail.
Participants
Payment of your provider invoices on your behalf
Monitoring providers to make sure invoices are correct and within the NDIS pricing limits
Management and regular updates on your NDIS Plan funding remaining
Maintenance of provider records
Liaising and collaborating with your chosen providers
Facilitating Choice & Control of supports delivered
Financial Knowledge Building to help understand your NDIS Plan
Providers
Navigate your financial future with confidence through our comprehensive accounting and tax services. We handle the complexities so you can focus on what matters most - building your business.
Taxation Services:
o Preparation and lodgement of taxation returns
o Capital gains taxation planning
o Fringe benefits tax returns
o Land tax returns
o Payroll tax returns compliance
o Tax planning and minimisation
o PAYG and superannuation compliance
Accounting Services:
o Preparation of annual accounts
o Preparation of periodic management accounts
o Book-keeping services including payroll
o Maintaining PAYG and GST records and associated returns
o PAYG and Superannuation Guarantee compliance
o Self-assessment advice
Business Support:
o Business start-up planning and advice
o Financial management
o Financial information systems
o Computer systems advice
o Cashflow forecasting and management
o Efficient billing and cash collection
o Long term plans for your business and your exit
Company Secretaries:
o Preparation and filing of statutory returns
o Preparation of minutes and resolutions
o Company formation
o Company searches
(Tax Agent Services carried out through CSJP Accounting)