We know that funding periods can be complex and time-consuming to manage. Our new feature automates the process — including rollover of unspent funds — giving you back your valuable time to focus on supporting your participants.
What are Funding Periods?
NDIS plans can vary in length — typically 1 to 5 years — and many plans are now structured with designated funding periods within the overall plan.
Each funding period has a specific funding allocation, which may not always be evenly split. For instance, 40% of the funding might be available in the first period, with smaller amounts released in subsequent periods.
Additionally, services can only be billed against available funds within a funding period but any unspent funding in one period rolls over to the next.
Why This Matters
For NDIS providers, accurate management of funding periods is essential to delivering the right support to participants while staying compliant with plan rules. If funding isn’t tracked by period, providers risk overbooking services and not being paid, underutilising available budgets, or creating unexpected gaps in a participant’s support.
Rollover of unspent funds adds another layer of complexity — without clear oversight, it’s easy to lose track of what’s actually available in the next period. This can lead to missed opportunities for participants to access the full value of their plan, and it creates unnecessary admin work for providers.
By actively managing funding periods and rollover, providers can maximise plan utilisation, maintain financial accuracy and viability, and spend less time managing plans — freeing them to focus on participant outcomes.
What You Can Do Now
Ready to Get Started?
If you support NDIS participants, this feature will help you keep track of NDIS funding periods easily. To learn more, check out our help article that explains how we’ve tackled funding periods, or dive into your splose workspace to explore the new functionality.
