In order to get setup, you need to:
- Complete our service agreement on Zohosign by using the button below.
- Email your NDIS plan through to firstname.lastname@example.org or MMS the funding pages through to 0428 583 575. Feel free to contact us on 1300 402 568 and we can assist.
- We will give you a call, introduce ourselves and see if there are any other queries, we can assist you with.
Service agreement notes – the NDIS funds two different setup fees depending on the plan. We charge in line with the NDIS and there are no out of pocket costs. Both setup fees are listed on the service agreement however only one will be paid.
Changing from another plan manager mid plan?
No worries. In order to change to BudgetNet Plan management you will need to follow the standard setup steps (above), plus these ones below:
- Notify your existing plan manager that you are changing to another plan manager
- Ensure your old plan manager has cancelled all service bookings and released your NDIS funds, giving BudgetNet access. If you need assistance with this process, simply give us call.
We recommend the outgoing plan manager completely cancel all bookings, and we can take over payments once they have been cancelled.