DJ Plan Management and Accounting

DJ Plan Management and Accounting I'm Deb, an independant registered NDIS Plan Manager, with 30+ years of accounting experience. I express my creativity by crochet and sewing little treasures.

I offer a friendly and approachable service to participants in supporting you to achieve your goals. Working life for over 30 years has been in bookkeeping, accounting and financial management roles. I enjoy it, I understand it and I am confident in my ability to provide an excellent, professional yet personal financial service. I am proud to be a full member of the Institute of Public Accountants and hold a letter of good standing, which is indicates that I strive for excellence, honesty and ethical practices. On a personal level, I am friendly, kind, chatty, clumsy, and quite often doing too many things and known among family as always running late. I love my friends and family very deeply, but am not great at keeping in touch with everyone. Music is always playing in my home and my car, I love many genres of music equally. Cooking (mostly baking) for others gives me joy, but I don't really like to cook for myself. Gardening is something I aspire to be good at,

I spend most of my spare time with family, particularly my daughter, her husband and their two delightful little girls.

12/09/2024

R U OK?

Let's try to make a conscious effort to check on each other more often.

09/09/2024

People ask if I am busy. I am, and I enjoy it.

I have systems in place, coffee nearby and music playing in the background. (Oh, and a nice view to enjoy on my breaks)

22/07/2024

Back to school for most students in NSW - I hope everyone had a great day.

One of the few positives of being an early riser.Have a beautiful day.
15/07/2024

One of the few positives of being an early riser.
Have a beautiful day.

09/07/2024

Are you unsure about how to be confident that your NDIS plan funding will last for the full term?

It can be quite overwhelming and is very time consuming.

You have choice and control of your funding - that also means that you have a responsibility to make sure that funding doesn't run out.

DJ Plan Management and Accounting can help you in 2 ways.

1. By helping you to learn how to budget your plan. (Added bonus is that this life skill will also help you manage your personal finances - rent, power, phone, clothing, entertainment etc.).

This can be funded under CORE - Assistance with Daily Life - Capacity Building and Training in Self Management

2. By doing the calculations, administration, payments, reporting, advising and record keeping for you.

Funded under CAPACITY BUILDING - Improved Life Choices.
If you don't have this in your funding plan you can request it via your NDIS Planner (not the same as a Plan Manager)

Why not speak with an expert in all aspects of financial management and get the help that will support you and give you peace of mind as well as the time to do things that you would much rather be doing.

08/07/2024

It's school holiday time!

Please share your favourite low cost activities, age suitability and approx location to share with our younger partipant families

30/06/2024

The NDIS Price Guide update takes effect tomorrow, July 1, 2024.

Participants and nominees can expect automated funding adjustments around mid-July.

Providers are advised to thoroughly review the new guide, update their invoicing systems, and modify service agreements accordingly.

Some providers have not received maximum rate updates in years, including plan managers.

Unleash your imagination with my go-to hobby, which has been a part of my life for decades.What is your favourite hobby?
28/06/2024

Unleash your imagination with my go-to hobby, which has been a part of my life for decades.

What is your favourite hobby?

23/06/2024

Fellow sole traders, don't forget these EOFY reminders as we approach the 6-day mark of this end of financial year:
1. Verify that all work performed has been invoiced and accounted for as income.
2. Keep a record of all business expenses, including phone, fuel, insurance, stationery, equipment, internet, and advertising.
3. Take advantage of EOFY sales for new equipment.
4. Consult with your accountant regarding concessional superannuation contributions.
5. Community Support Workers and Direct Carers, access the ATO website for a factsheet on work-related deductions.

Did you know?1. Funding for plan management is in addition to your other support funding? It's listed in the Capacity Bu...
20/06/2024

Did you know?

1. Funding for plan management is in addition to your other support funding? It's listed in the Capacity Building Section, under Improved Life Choices - if you don't have it, you can request it at any time. Speak to your LAC or NDIA planner.

2. If you or your nominee are currently self-managing your plan and would like to change to a plan manager, to reduce your workload - you can request additional funding for plan management at any time?

3. If you are unhappy with your current Plan Manager, you can change at any time? You don't have to wait for a review.

Please share this information with your fellow participants, friends and family.

A request to all Participants, Parents, Nominees and Providers who I support (and potential new clients)I have laryngiti...
30/05/2024

A request to all Participants, Parents, Nominees and Providers who I support (and potential new clients)

I have laryngitis! Please contact via text, direct message or email for the next week or so.

My workload processes will not be effected, I am not unwell, just lost my voice.

Thanks for your understanding

Budgets.We all have them, we all use them. Some find them difficult, others find them a bit (or a lot) easier.If your ND...
26/05/2024

Budgets.

We all have them, we all use them. Some find them difficult, others find them a bit (or a lot) easier.

If your NDIS funding plan is causing any stress for you, please reach out for some help.

Address

Dening Street
The Entrance, NSW
2261

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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