Every year you will have an NDIS plan review. It is a chance to look at what you have, what you need and how to keep your support moving forward. The review is an important part of managing your plan. It helps you keep your goals on track and ensures you receive the right level of support.
What the Annual Review Is and Who It Helps
The annual review is a meeting with your NDIS planner or support coordinator. During the meeting you discuss:
- Changes in your condition or circumstances
- Progress towards your goals
- Any new supports you need
- Adjustments to your current supports
It is useful for anyone on the NDIS, whether you are a participant or a carer. The review gives you a clear picture of how the plan is working and what to do next.
Eligibility and Access Rules
All NDIS participants are eligible for an annual review. The review is part of the plan’s life cycle. You do not need to apply for it separately, but you must:
- Notify your planner or support coordinator of any major changes in your life or health
- Keep your contact details up to date
- Attend the review meeting or arrange a suitable alternative (e.g., phone or video call)
If you are not yet on the NDIS, you must first meet the eligibility criteria set by the NDIS. This includes:
- Being an Australian citizen, permanent resident or holding a valid visa
- Having a permanent or significant disability that affects daily living or social participation
- Having a plan that is funded by the NDIS
What’s Included and What’s Not Included
Included in the Review Process
The review covers:
- Assessment of current supports
- Discussion of outcomes and achievements
- Planning for future support needs
- Documentation of changes in the plan
What is Not Included
The review itself does not provide new funding. It only adjusts the plan to reflect your current needs. Any additional funding must be requested through a new plan or an amendment, which follows the same review process.
Funding and Planning Considerations
During the review you will discuss how your support budget is used. The NDIS provides funding within the limits set by the latest NDIS Pricing Arrangements and Price Limits. You should:
- Check the current price limits for each support type
- Ask your planner how your budget will be allocated
- Consider whether you need to shift funds between support categories (e.g., from daily living to community participation)
Keep in mind that the NDIS does not fund out-of-pocket costs such as transport to appointments unless it is a recognised support category.
How to Request and Activate the Review
- Contact your planner or support coordinator. Tell them you want to schedule an annual review. They will set a date and time.
- Prepare documentation. Gather recent medical reports, service agreements, and any evidence of progress. This helps the planner understand your current situation.
- Attend the review. Bring your documents and be ready to discuss your goals. The meeting can be face‑to‑face or via phone/video call.
- Review the outcome. After the meeting, the planner will send you an updated plan. Check that all changes are correct and that you understand the new funding allocations.
- Implement the plan. Once you receive the updated plan, you can start ordering services or making appointments as required.
Local Context: Belgravia, Chelsea and Pimlico
If you live in or near Belgravia, Chelsea or Pimlico, you may find local NDIS providers that specialise in the supports you need. For example:
- NDIS home care supports in Wyndham can be useful for daily living assistance.
- NDIS home care supports in Wyndham offer help with personal care and household tasks.
- NDIS home care in Wyndham provides a range of services that can be tailored to your local community.
When you discuss your plan with your planner, mention any local services you prefer. This helps the planner align your budget with providers you trust.
Frequently Asked Questions
What happens if I miss my annual review?
Missing the scheduled review can delay any needed changes to your plan. You should contact your planner as soon as possible to reschedule.
Can I change my support provider during the review?
Yes. The review is an ideal time to discuss switching providers if you are not satisfied with the current services.
Will I receive additional funding after the review?
Only if your new plan or amendment includes additional funding. The review itself only adjusts existing allocations.
Do I need to pay for the review meeting?
No. The review is part of the NDIS support process and is free of charge.
What if my circumstances change quickly after the review?
You can request an urgent amendment. Contact your planner or support coordinator immediately to discuss the changes.
This article is general information only. Check your plan and speak with your planner or support coordinator.
