Frequently Asked Questions

Please email invoices for processing to invoices@trioplanmanagement.com.au

Please email Service Agreements to admin@trioplanmanagement.com.au

Trio Plan Managment is based in Perth, WA.

You need to provide the NDIS with your authorisation to add Trio Plan Management as your provider for plan management services.

You can do this a number of ways.

- call the NDIS on 1800 800 110.

- contact your Local Area Coordinator (LAC).  The contact details for your LAC are included on your NDIS plan.

- via the NDIS myplace portal on myGov.

You will need to provide the following information.

Trio Plan Management Provider Number: 405 011 2765

Full Company Name: Trio Accounting Pty Ltd trading as Trio Plan Management

Three women in business set up Trio Accounting in 2019.  One of our directors has lived experience with the NDIS and we realised that Plan Management services were often lacking in good service.  

With Trio's experience in growing our Accounting business, we were well placed to expand into also offering our Plan Management service.  Bringing the same professionalism, emphasis on good communication and service efficiency that Trio Accounting is known for.  

If you would like to know more about Trio Accounting, please click here to go to the Trio Accounting website.

In our experience, we found that where a specific Plan Manager is assigned to a person, service and communication quality suffer when that Plan Manger is unavailable or overloaded.

At Trio Plan Management we have an Invoice Processing Team who focus on ensuring regular invoices are processed efficiently.  And we have a Client Experience Team who communicate with participants and service providers, and ensure our service is provided in a timely, reliable and professional manner.

This model of utilising Teams over Individual Plan Managers ensures Trio can provide capacity for processing invoices and answering queries, and continuity of service when our staff are away on leave.

When your service provider submits their invoice to Trio Plan Management, we process it within 2 business days.  This covers us checking if there will be any issues with the NDIS making this payment, ensuring it is being paid from the correct budget in your NDIS Plan and that the invoice covers a service that is covered by your NDIS Plan.

Once the invoice has been processed, we send an email to you to give you the opportunity to review and either approve or reject the invoice.  

When you receive an email to review an invoice you have the opportunity to let us know if there are any issues with it, such as incorrect service dates or that the invoice is not from a provider that you use.  This gives you control over the invoices being paid and keeps you safe from scammers.  

After 7 days, if you have not approved or rejected the invoice, it is automatically approved and submitted to the NDIS for payment.  If you reject an invoice, we will be in touch with you and/or the service provider to resolve the issue.

Once the invoice is submitted to the NDIS, they can take up to 2 business days to forward the funds to Trio.

Once Trio receives the funds from the NDIS, we forward the funds to your provider within 2 business days.

The reason we always say 2 business days for each step is to take into account times when systems may be down and impact our ability to process, send or receive funds within a day.  

For example, when the Osko payment system went down nationally for a day in 2022, this system outage impacted payments being received from the NDIS and the ability to forward payments.

No. Plan Managment is funded by the NDIS, but the cost is not deducted from the funding provided for your other supports.