ABOUT US

ABOUT US

What We Do?

At PlanSmart Pro, we simplify the financial side of your NDIS plan — so you can focus on achieving your goals.


Our experienced team ensures your funding is managed efficiently, invoices are paid on time, and your budget stays on track.
Whether you’re new to the NDIS or looking for better support, we offer clarity, confidence, and flexibility — every step of the way.

We specialise in managing NDIS budgets — it’s all we do, and we do it well

Every participant is different. We offer personalised support based on your needs and goals.

Our team genuinely cares. We’re here to listen, guide, and make the NDIS easier to navigate.

From invoice processing to budget tracking and ongoing advice — we handle it all for you.

Wherever you are in Australia, our support is just a phone call or email away.

We pride ourselves on clarity, reliability, and fast response times — no surprises, ever.

Getting Started Is Easy

Get in touch with
our friendly team

We’ll explain how plan management
works and guide you through the setup

You enjoy the freedom and confidence of
having your plan managed with care

Already have a plan manager? Switching to PlanSmart Pro is simple — we’ll handle everything for you.

About Us

Welcome to PlanSmart Pro – your trusted partner in NDIS Plan Management and accounting support. Based in Melbourne, we proudly assist small and medium businesses across Australia, offering personalised and reliable services to streamline your operations.

Who We Are

At PlanSmart Pro, we focus on providing NDIS Plan Management, ensuring participants can navigate the complexities of the National Disability Insurance Scheme with confidence. Our expert team handles the financial aspects of NDIS plans, ensuring budgets are tracked, invoices are processed on time, and participants and providers receive clear and accurate reporting.

Weekly Bookkeeping and Bank Reconciliation

Keeping your financial records accurate and up-to-date.

Monthly Management Packs

Providing detailed insights into your financial performance.

Virtual CFO Services

Delivering strategic financial oversight to help you achieve long-term business goals.

Quarterly BAS Preparation and Lodgement

Ensuring compliance with tax regulations and deadlines.

Collaboration with Tax Teams

Working with qualified tax professionals to manage company tax lodgements.

Our Mission

Our mission is to take the stress out of financial management, empowering NDIS participants and providers to focus on what truly matters—delivering outstanding services and achieving their goals.

With a dedicated team of experienced professionals, we combine a passion for excellence with deep expertise in the NDIS framework and accounting. Let PlanSmart Pro simplify your finances and provide the support you need to thrive.

Our Professional Team

Vidhi

Finance Manager, CA

Meraz Uddin

Administration Manager

Why Choose PlanSmart Pro?

Our experienced team is dedicated to providing professional, reliable, and tailored services to small and medium businesses across Australia. With a deep understanding of NDIS requirements and business operations, we are here to simplify your workload, improve your efficiency, and help you achieve success.

Specialists in NDIS Plan Management

Tailored Support for Small and Medium Businesses

Experienced and Passionate Team

Comprehensive Services Under One Roof

Australia-Wide Reach

Commitment to Excellence

Transparent and Reliable