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Preparing for EOFY: What NDIS Participants and Support Coordinators Need to Know

As the end of the financial year (EOFY) approaches, it’s a great time for NDIS participants, support coordinators, and providers to review, reflect, and reset. Whether you're managing your own plan, supporting a participant, or overseeing budgets and services, being organised can help you make the most of your funding and plan ahead with confidence.


Here’s what you need to know as 30th June rolls around:


1. Review Your NDIS Budget Usage

EOFY is the perfect time to check how your NDIS funding has been used so far:

  • Have all services been delivered as planned?

  • Are you under- or over-spending in any support categories?

  • Are there funds that could be redirected toward unmet goals?


Participants and coordinators should work together to ensure services are being used effectively and funding is being maximised.


2. Prepare for Plan Reviews

If your plan is due for review soon, EOFY is a good opportunity to:

  • Collect updated assessments, progress reports, and invoices

  • Reflect on which goals have been met and which are ongoing

  • Identify any new goals or supports needed for the coming year


Support coordinators can help participants prepare clear, goal-focused documentation that reflects real progress and changing needs.


3. Get Organised with Documentation

Accurate records are crucial when it comes to the NDIS. Make sure you:

  • File all invoices, receipts, and service agreements

  • Have clear documentation for services rendered

  • Keep a record of any issues or changes in support


These records help during audits, plan reviews, and when requesting adjustments.


4. Talk to Your Support Team

Now’s a good time to check in with your providers and support workers:

  • Are your current supports meeting your needs?

  • Is your roster of care working for you?

  • Are there any changes you’d like to make in the new financial year?


Open communication now can help set up a smooth transition into the new year.


5. Consider Future Planning

EOFY isn’t just about looking back—it’s also about looking forward. Think about:

  • New services or goals you'd like to explore

  • Changes in your living situation or support needs

  • Training or development opportunities for support workers


Support coordinators play a key role in helping participants plan proactively for their future.


Final Thoughts

The end of the financial year can feel overwhelming, but it’s also a valuable time for reflection and growth. With some planning, collaboration, and support, NDIS participants and coordinators can enter the new financial year feeling organised and empowered.

 
 
 

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