Preparing for EOFY: What NDIS Participants and Support Coordinators Need to Know
- Holistic Support Services
- Jun 4
- 2 min read
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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