Your NDIS plan review is one of the most important conversations you'll have with the NDIA. Get it right and you'll receive the funding you actually need. Get it wrong and you may spend the next 12 months struggling with a plan that doesn't fit your life.
This guide covers everything — what happens at a review, how to prepare, what evidence to bring, and what to do if the outcome isn't what you expected.
What Is an NDIS Plan Review?
An NDIS plan review is a conversation between you (and your support team, if you want) and the NDIA to assess how your current plan is working, whether your goals have been met, and what funding you'll need in the next plan period.
There are two types:
Scheduled review
Happens at the end of your current plan period — usually every 12 months. You'll receive notice in advance.
Unscheduled review
Can be requested at any time if your situation has significantly changed and your current plan no longer meets your needs.
How to Prepare — The Checklist
The more prepared you are, the better your outcome is likely to be. Start preparing at least 4–6 weeks before your review date.
- Review your goals: Look at the goals in your current plan. Which ones have you achieved? Which ones need more support? What new goals do you have?
- Track how you've used your current funding: Pull your spending reports from the NDIS portal or ask your plan manager. If you've underspent, be ready to explain why (illness, provider gaps, etc.) — not because you didn't need it.
- Gather reports from your support team: Ask your support workers, OT, physio, speech therapist, or GP for updated reports or letters. The more evidence you have, the stronger your case.
- Document any changes to your condition: Have your needs changed? Is your condition progressive? Have you had a hospitalization or major health event? Bring documentation.
- Write down what's not working: Be specific and honest about gaps in your current plan — supports you needed but couldn't access, hours that weren't enough, or services that weren't available.
- Know what you want to ask for: Come with a clear list of the supports you're requesting and why each one is reasonable and necessary for your goals.
When to Request an Unscheduled Review
You don't have to wait 12 months if your circumstances change significantly. Request an unscheduled review if:
- •Your disability or health condition has changed significantly
- •You've had a major life change (moved house, lost a carer, new diagnosis)
- •Your current funding has run out well before the end of your plan
- •You've been unable to access services you need
- •You need a new type of support that wasn't in your original plan
- •Your current plan doesn't reflect your actual needs
Tip: When requesting an unscheduled review, provide as much evidence as possible upfront. The more clearly you can demonstrate the change in need, the more likely the review is to be approved.
The "Reasonable and Necessary" Test
The NDIA funds supports that are reasonable and necessary. When preparing for your review, frame every request against these criteria:
Related to your disability
The support must be a result of your disability, not something everyone in the community needs.
Value for money
The support should represent good value compared to alternatives.
Effective and beneficial
There's evidence the support will work for you — from providers, health professionals, or your own experience.
Considers informal supports
The NDIA considers what family, friends, and community supports are already available. Be prepared to explain why paid support is needed.
Consistent with NDIS goals
The support helps you pursue the goals in your plan — building independence, participating in the community, improving wellbeing.
What If You Disagree with the Outcome?
If your plan review results in less funding than you need, you have the right to appeal. The process:
Internal review
Request an internal review by the NDIA within 3 months of receiving your plan. Provide additional evidence to support your case.
Administrative Appeals Tribunal (AAT)
If unsatisfied with the internal review, appeal to the AAT. This is free and independent. A disability advocate or legal support is recommended.
“We help our participants prepare for plan reviews — understanding what to ask for, what evidence to bring, and how to communicate your needs clearly. If you'd like guidance before your next review, just reach out.”
— St Anastasia's Care
Disclaimer: This guide is for general informational purposes only and does not constitute professional or legal advice. Always verify current NDIS policies at ndis.gov.au. Read our full disclaimer →