EOFY Series: 7 Things Every NDIS Participant Should Check This July

The start of a new financial year often feels like a fresh beginning. While the NDIS doesn't operate on the financial year (your funding is based on your individual plan dates), July is still the perfect time to pause, reflect, and make sure you're getting the most out of your supports.

Here are seven simple things every NDIS participant should check this month.

1. Remember – Your NDIS Plan Doesn't Reset on 1 July

One of the biggest misconceptions about the NDIS is that your funding expires at the end of the financial year.

It doesn't.

Your funding is linked to your individual plan dates, not the financial year. Unless your plan is due to end around this time, there is no need to rush out and spend your funding before 30 June.

Instead, focus on using your funding in a way that genuinely supports your goals.

2. Check How You're Tracking With Your Funding

Take a few minutes to see how much of your funding you've used so far.

Ask yourself:

• Am I using my funding too quickly?

• Have I hardly used it at all?

• Am I accessing all the supports available to me?

Reviewing your funding now can help avoid surprises later in your plan.

3. Are Your Current Supports Still Working?

Life changes - and your supports should evolve with you.

Think about whether your current providers are helping you achieve your goals.

Consider:

• Are your appointments regular?

• Do you feel listened to?

• Are you making progress?

• Is there another support that might better meet your needs?

It's okay to make changes if something isn't working.

4. Review Your Goals

Your goals are the foundation of your NDIS plan.

Take some time to think about whether they're still relevant.

Perhaps you'd now like to:

• Build confidence in social situations

• Learn new independent living skills

• Improve your physical or mental wellbeing

• Find employment or volunteer work

• Become more active in your community

Goals naturally change over time - and that's a good thing.

5. Make Sure Your Paperwork Is Up to Date

If you're self-managed or plan-managed, now is a great opportunity to organise invoices, receipts and any important documents.

Good record keeping makes life easier if you ever need to check payments, review your spending, or prepare for your next plan.

6. Start Thinking About Your Next Plan Review

Even if your review is months away, it's never too early to prepare.

Start collecting:

• Therapy reports

• Progress updates

• Evidence of goal achievement

• Notes about what's working well

• Ideas for future goals

The more evidence you have, the easier it is to demonstrate the supports you need.

7. Celebrate Your Progress

Sometimes we become so focused on what's next that we forget how far we've come.

Take a moment to recognise your achievements over the past year—whether it's becoming more independent, trying something new, building confidence, or simply continuing to show up for yourself.

Progress doesn't always happen in giant leaps. Often it's the small wins that make the biggest difference.

Final Thoughts

A new financial year is a great reminder to check in with yourself, your supports, and your goals.

Even though your NDIS funding doesn't operate around the financial year, taking a little time in July to review where you're at can help ensure you're making the most of your plan and continuing to work towards the life you want.

If you're ever unsure about your funding, your goals, or whether your current supports are still the right fit, we're always here to help. A simple conversation today can help set you up for a successful year ahead.