Simplified Plan Management
- Company typePrivate
- Founded2022
- HeadquartersPerth, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
Simplified Plan Management firmographics
Firmographics- Name
- Simplified Plan Management
- Legal name
- DSM GROUP Australia PTY LTD
- Website
- https://simplifiedpm.com.au
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Simplified Plan Management industry classification
Industry- Product category
- NDIS Plan Management Services
- NAICS
- Health and Welfare Funds (525120)
- SIC
- Hospital & Medical Service Plans (6324)
- akta.pro primary industry
- Aged, Blind & Disabled (ABD) Managed Care Plans (HLAEAEAC)
- akta.pro secondary industries
- Utilization Management (Prior Auth/Medical Necessity) Administration (HLAEALAF), Prior Authorization & Utilization Management (HLACACAC)
Keywords
Where Simplified Plan Management is headquartered
LocationHeadquarters
- HQ city
- Perth
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Simplified Plan Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- NDIS Plan Management Fee: Simplified Plan Management earns revenue exclusively from NDIS funding. The company receives a regulated monthly fee of $104.45 per participant per month (as of July 2025) paid directly by the NDIA under the Improved Life Choices support category. This fee covers all financial administration, invoice processing, budget tracking, and participant support. There is no cost to participants. Simplified does not charge participants any out-of-pocket fees and does not receive revenue from any other source.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Single plan management tier — no cost to participants |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Simplified Plan Management product offering
Product offeringCore offering
Simplified Plan Management provides NDIS plan management services to participants across Australia, handling invoice processing, provider payments, budget tracking, and monthly financial statements on behalf of NDIS participants. The service allows participants to choose both NDIS-registered and unregistered providers while Simplified manages the financial administration and NDIA claims. Participants access their plan information 24/7 through an online client portal and a mobile app available on iOS and Android.
Product overview
Simplified Plan Management is an independent NDIS (National Disability Insurance Scheme) registered plan manager offering a unified plan management service. The core offering is the NDIS Plan Management Service, which combines invoice processing, budget tracking, provider payments, and financial reporting. This is supported by a Client Portal (online dashboard) and Mobile App (iOS/Android) for real-time budget monitoring. All services are provided at no cost to participants as the NDIS covers plan management fees through the Improved Life Choices support category.
Differentiator
Problem solved
Functional benefit
Products and services
- NDIS Plan Management Service End-to-end NDIS plan management service for participants: receives and pays provider invoices from NDIS funds, processes claims with the NDIA, tracks budgets, issues monthly statements, and assists with provider connections — for both NDIS-registered and unregistered providers. Fully funded by the NDIA with no cost to participants.
- Client Portal (Online Registration & Dashboard) Web-based portal providing 24/7 real-time budget monitoring, spending tracking by category, payment status visibility, and invoice management for NDIS participants. Also serves as the registration portal for new participants to sign up for the plan management service.
- Mobile App (iOS and Android) Mobile application on iOS and Android that allows NDIS participants to monitor their live budget, track spending, and view payment statuses in real time.
Quantifiable outcome
- Provider invoices processed and paid within 2–5 business days
- +3 more outcomes
Companies that use Simplified Plan Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
Simplified Plan Management technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Simplified Plan Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- National Disability Insurance Agency (NDIA)coreSimplified Plan Management is a registered NDIS provider that interfaces directly with the NDIA (National Disability Insurance Agency) to submit claims, receive payments, and manage participant funding on behalf of NDIS participants. As a registered plan manager, Simplified processes invoices, claims funds from the NDIA, and receives regulated monthly fees for each participant. This is the foundational operational relationship without which the business cannot function.
- Support Coordinators and Local Area CoordinatorsminorSimplified Plan Management works collaboratively with participants' support coordinators and local area coordinators (LACs). They share live budget data with coordinators so everyone involved in a participant's care is aligned. The company welcomes communication from coordinators with participant consent and integrates with the broader NDIS support ecosystem.
- NDIS-Registered and Unregistered Service ProvidersminorService providers (both NDIS-registered and unregistered) send invoices directly to Simplified for processing. With a signed service agreement, Simplified can quarantine funds to ensure payment is available. Providers benefit from fast, reliable payments and the ability to serve plan-managed participants without administrative friction.
Scale indicators5 records
Recent moves4 records
Expansion highlights3 records
Simplified Plan Management competitors and assessment
Company assessmentDirect peers
- StarterStep Plan Management: NDIS plan manager focused on invoice processing, budget tracking, and participant support. Smaller specialist peer competing in the same participant pool with similar services.
- Plan Partners: One of the largest dedicated NDIS plan managers in Australia, offering invoice payment, budget tracking, and provider choice. Highly comparable in service scope, fee model, and target participant.
- Leap in!: NDIS plan management provider offering budget tracking, invoice processing, and app-based participant tools. Closely comparable service model with national reach and technology-led onboarding.
- My Plan Manager: Australia-wide NDIS plan manager offering financial administration, budget tracking, and provider payments for participants. Directly competes for the same NDIS plan-managed participant pool with a similar fee structure.
- Synapse Plan Management: NDIS-registered plan manager providing invoice payment, budget tracking, and provider coordination. Comparable size and focus as a dedicated NDIS plan management competitor.
- Plan Management Australia: Specialist NDIS plan management provider offering financial administration and budget oversight for participants across Australia. Directly comparable business model and customer segment.
- Mylan Management: Specialist NDIS plan manager providing invoice processing, claims management, and participant support. Direct peer competing in the same niche with the same NDIA-funded fee structure.
Broad incumbents
- Lumary: Established NDIS-focused software platform serving providers, plan managers, and participants with practice management and care tools. Adjacent incumbent that supplies technology underpinning some plan managers in the space.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Simplified Plan Management social profiles
Digital presenceSimplified Plan Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Simplified Plan Management leadership team
Management profileNumber of profiles
Profiles1 record
Simplified Plan Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Simplified Plan Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Simplified Plan Management
What does Simplified Plan Management do?
Simplified Plan Management provides NDIS plan management services to participants across Australia, handling invoice processing, provider payments, budget tracking, and monthly financial statements on behalf of NDIS participants. The service allows participants to choose both NDIS-registered and unregistered providers while Simplified manages the financial administration and NDIA claims. Participants access their plan information 24/7 through an online client portal and a mobile app available on iOS and Android.
Is Simplified Plan Management a public or private company?
Simplified Plan Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Simplified Plan Management founded?
Simplified Plan Management was founded in 2022. It employs 1 to 10 people.
Where is Simplified Plan Management based?
Simplified Plan Management is headquartered in Perth, Australia, in the Oceania region.
How does Simplified Plan Management make money?
One revenue line is on record: NDIS Plan Management Fee.
Who are Simplified Plan Management's main competitors?
Direct peers on record are StarterStep Plan Management, Plan Partners, Leap in!, My Plan Manager, Synapse Plan Management, Plan Management Australia and Mylan Management. Lumary is listed as a broad incumbent.
Does Simplified Plan Management have an API?
No public API is recorded for Simplified Plan Management.
What industry is Simplified Plan Management in?
Simplified Plan Management's product category is NDIS Plan Management Services. Its primary akta.pro industry code is HLAEAEAC, Aged, Blind & Disabled (ABD) Managed Care Plans, with a secondary code of HLAEALAF, Utilization Management (Prior Auth/Medical Necessity) Administration. Its NAICS code is 525120 and its SIC code is 6324.