Preparing for a Self-Management Audit
How the NDIA can check self-managed NDIS spending, the records to keep, and how to be ready if you're asked to show how funding was used.
Self-managing your plan comes with freedom, and with responsibility. Part of that responsibility is being able to show that your funding went to genuine supports if the NDIA asks. It's nothing to fear if you keep good records. This guide explains how the NDIA can check self-managed spending, the records to keep, how long to keep them, and how to stay ready year round.
What a self-management check is
Why the NDIA may check
Records to keep
How long to keep records
If you're asked for information
Staying audit-ready year round
Frequently asked questions
Does the NDIA check self-managed spending?
Yes. When you self-manage, you agree to use funding on reasonable and necessary supports in your plan and to keep records, and the NDIA can check that this has happened, sometimes described as an audit. It's a normal part of self-management, and good records make it straightforward rather than…
Why would I be audited?
There isn't always a specific trigger. Some checks are routine, to make sure self-managed funding across the scheme is used properly. Others may follow an unusual spending pattern. Either way, the question is the same: was the funding used on reasonable and necessary supports in your plan, and can…
What records do I need to keep?
Invoices and receipts for supports, bank or payment records showing money went out, service agreements, timesheets where you engage workers, notes linking supports to your goals where needed, and tax and super records if you employ a worker. Keeping these together means you can produce them without…
How long do I keep NDIS records?
Beyond the life of the plan. The NDIS expects self-managers to keep records for a set period after a plan ends, commonly cited as several years. Because the exact requirement can change, check the current period on the NDIS website or with the NDIA, and keep everything well beyond the plan to be…
What happens if I'm asked to show how I spent funding?
Read exactly what's asked and by when, gather the relevant invoices, receipts and payment records, match each to the support and plan goal, and present them clearly. Ask a support coordinator, plan manager or advocate for help if unsure. If a genuine mistake comes to light, it's best to be upfront…
How do I stay ready for a check?
Keep records as you go rather than scrambling later. Record supports when they happen, file invoices and receipts straight away, and store them digitally with backups. Building this into your monthly routine alongside checking your budget means you're always ready, and it strengthens your case at…