Preparing for your NDIS plan assessment

Last updated

30 Oct 2026

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6 min read

If you've been on the NDIS for a while, you might know this as a "plan review". The NDIA now calls it a plan reassessment. It's when your current plan is looked at and, if needed, replaced with a new one.

Good preparation is always worthwhile. It matters even more now, with changes to NDIS funding being introduced from 1 October 2026.

How the process works

The check-in

About 2 to 3 months before your plan's reassessment date, your my NDIS contact will get in touch to arrange a check-in. This is a conversation about how your plan is going, whether your supports still meet your needs, and whether anything has changed.

What happens next

After the check-in, one of these usually happens:

  • Your plan continues with the same supports. This suits people whose supports are working and whose needs haven't changed. From February 2027, this will be called a "plan renewal", and unspent funds from your old plan won't carry over.
  • Your plan is varied. A plan variation changes one part of your plan, such as your goals, funding periods or management type, while the rest stays the same.
  • Your plan is reassessed. If your situation or support needs have changed significantly, an NDIA planner will work with you to create a new plan.

You can let your my NDIS contact know at the check-in which option you think suits you best. Bringing your evidence and notes to this conversation makes a real difference.

What changed from 1 October 2026

From 1 October 2026, budgets for social, economic and community participation supports and improved daily living skills are being reduced when plans are reassessed or new plans are approved. For plans that are renewed, the changes apply from 1 February 2027. They're being phased in over 12 months.

Funding for help with eating and drinking, education supports, employment supports and disability-related health supports won't be affected.

If your plan includes supports in these categories, think carefully about how you use them and what difference they make to your daily life. Clear evidence of your needs will be especially important. Talk to your my NDIS contact or support coordinator about how the changes may affect you.

Things to think about before your check-in

Before you have your check-in, it's a good idea to have a think about the following things:

  • The impact of the disability. Has it increased, decreased or stayed stable since your last plan?
  • New things on the horizon. Are you starting a job, a sport, study or a newly recommended therapy?
  • Changes in circumstances. Are you planning to move out of home, or is a family member no longer able to provide the same level of support?
  • Life over the next few years. Plans can run for up to three years, so think about expected changes like leaving school, starting or leaving work, or changing living arrangements.
  • Age. Is the participant a young child? Children under nine are supported through the early childhood approach.

Know your reassessment date

Whether your plan is self-managed, plan-managed through a provider like Leap in!, which is in the same group of companies as Mable, or NDIA-managed, keep your plan's reassessment date in your diary.

If you're about 2 months out and haven't heard about a check-in, be proactive:

  • Contact your my NDIS contact. This is your Local Area Coordinator, early childhood partner or NDIA planner.
  • If you have a support coordinator, they can help you prepare and follow up.
  • If you're not sure who to contact, call the NDIS on 1800 800 110 and ask about your plan reassessment check-in.

Make sure the NDIA has your current contact details. From October 2026, the NDIA can suspend a plan if a participant doesn't respond to requests for information after repeated attempts to reach them.

What reports and quotes do I need?

Ask your my NDIS contact what evidence would help. In most cases it's worth gathering:

  • Progress reports from therapists and providers. If your plan includes Capacity Building funding for allied health, ask for a report covering progress during the current plan and recommendations for the next one.
  • Evidence of any changes. If your support needs have changed, reports should explain what has changed, how it affects daily life, and why the recommended supports are needed.
  • Quotes for any assistive technology, home modifications or other items you'll be asking for.

Ask for reports well before your check-in so you aren't rushed, and make sure your budget can cover the cost of writing them. Sending reports to your my NDIS contact before the check-in can help too.

Goals

This is a good time to review the goals in your plan. Have any been achieved and can be removed? Are there new goals to work towards? If nothing much has changed, your goals can stay the same. You can also update your goals through a plan variation at any time.

Plan management

Your reassessment is a chance to review how your plan is managed: NDIA-managed, plan-managed or self-managed.

If you're considering plan management, Leap in!, which is in the same group of companies as Mable, can help by paying invoices, tracking your budget and helping you get the most out of your plan.

Plan management is also changing. From October 2027, the NDIA plans to set up a panel of plan management providers, and participants will be supported to move to a provider on the panel. We'll update this guide as more details are released.

Learn more about NDIS plan management and plan managers.

When will the new plan arrive?

Your current plan doesn't stop on its reassessment date. It keeps going until a new plan is approved, so there's no gap in your funding or supports. If your reassessment isn't finished by the reassessment date, the NDIA extends your current plan so you can keep using your supports.

Once your new plan is approved, you'll receive a copy within 7 days. You can also view it in the my NDIS app or portal.

If your new plan doesn't include what you expected, you can ask for an internal review of the decision within 3 months of receiving it.

Learn more about what to do if you're not happy with my new NDIS plan.

The information provided in this article is general information only and based on information current as at 1 October 2026. More changes are being introduced through 2027 and 2028. Check ndis.gov.au for the latest information In addition to considering the information shared in this article, Mable encourages you to conduct your own research and seek independent advice for your specific circumstances. If you intend to use NDIS funding to cover any of the supports listed above, you should also check that the services can be covered by your particular NDIS funding before proceeding.

Mable Compass: If your NDIS plan feels more like a puzzle, we'll help you solve it.