Service Plan Management

Service For Plan Management

This Service Agreement is made between S & H Tax Accountants and the Participant or their Authorised Representative under the National Disability Insurance Scheme (NDIS).

This Agreement will be effective from the date of acceptance and will remain in force for as long as the Participant continues to engage with S & H Tax Accountants, unless otherwise terminated in writing by the Participant or Authorised Representative.

To begin receiving services from S & H Tax Accountants, the Participant or Authorised Representative must provide their NDIS plan details, NDIS number, and any other required information as outlined in this Agreement.

Fees Schedule

S & H Tax Accountants will provide Plan Management and Financial Administration services to the Participant, as detailed in the attached Fees Schedule. All prices are inclusive of GST (where applicable) and cover the cost of the specified services. Any additional costs (i.e., expenses not included in the Participant’s NDIS supports) will be the responsibility of the Participant or Nominated Representative and are not part of the service fees.

Responsibilities of S & H Tax Accountants

S & H Tax Accountants agrees to:

• Interact with the Participant or their authorised representative with courtesy, respect, and transparency, ensuring timely communication.
• Actively listen to feedback from the Participant or their authorised representative and address any issues in a prompt and effective manner.
• Provide the Participant with plan management and financial administration services.
• Pay supplier invoices on behalf of the Participant and reconcile client balances.
• Issue monthly statements detailing expenditure and monitor spending against the Participant’s budget.
• Process reimbursement claims and manage available funding upon request.
• Assist with making purchases when deemed appropriate.
• Safeguard the Participant’s privacy and maintain confidentiality in accordance with S & H Tax Accountants’ Privacy Policy, available on our website.
• Consult with the Participant or their authorised representative, upon request, regarding decisions on how funds will be used.
• Handle troubleshooting and client communication (e.g., emails, phone calls, etc.).

Responsibilities of the Participant/Authorised Representative

• Provide any requested information to S & H Tax Accountants in a timely and accurate manner.
• Treat all staff at S & H Tax Accountants with courtesy and respect.
• Raise any concerns about our services directly with S & H Tax Accountants.
• Notify S & H Tax Accountants immediately if the Participant’s NDIS plan is suspended, replaced by a new plan, or if the Participant is no longer part of the NDIS

Claiming Payments

S & H Tax Accountants will claim a monthly fee directly from the NDIA for the provision of support as outlined in the Fees Schedule under Improved Life Choices (Support Area 14), upon acceptance of this Service Agreement.

By nominating S & H Tax Accountants to provide plan management services and handle the funding, we will claim funding from the NDIA portal up to the amounts specified in the Participant’s current NDIS plan, within the approved Support Area and budget. After the supports have been provided, the service provider or Participant/Authorised Representative will submit a claim for payment to S & H Tax Accountants for those supports.

Participant Budget Details

The Participant or their Authorised Representative will provide S & H Tax Accountants with details of the support budgets as outlined in the Participant’s current NDIS plan. If there are any changes to the support categories or budgets, the Participant or Authorised Representative must notify S & H Tax Accountants in writing, with the update signed and dated by the Participant or their Authorised Representative.

Plan Changes

The Participant or their Authorised Representative agrees to promptly notify S & H Tax Accountants in writing if the Participant’s NDIS Plan is replaced with a new plan or if the Participant ceases to be a participant in the NDIS, and to provide any relevant plan details.

Ending this Agreement

Either party may terminate this Service Agreement by providing one month’s written notice. In the event of a serious breach of this Agreement by either party, the notice requirement will be waived.

Feedback, Complaints, and Disputes

If the Participant or their Authorised Representative wishes to provide feedback or is dissatisfied with the services provided and wishes to make a complaint, they can contact management at 03 8759 5532 or email info@sahtax.com.au.

Goods and Services Tax (GST)

For the purposes of GST legislation, the Parties confirm the following:

• The provision of supports under this Service Agreement constitutes the supply of one or more Reasonable and Necessary supports, as outlined in the Participant’s current NDIS plan, in accordance with subsection 33(2) of the National Disability Insurance Scheme Act 2013 (NDIS Act).
• S & H Tax Accountants will pay GST in accordance with the requirements set forth in the National Disability Insurance Scheme Act 2013 (NDIS Act).

Fees Schedule – Improved Life Choices:

* Please note any changes will be in accordance with NDIA pricing guide. 

Disclaimer

The information provided by S & H Tax Accountants is offered in good faith, to the best of our knowledge, and is believed to be accurate at the time of communication. However, changes may occur that could affect the accuracy of this information. Therefore, S & H Tax Accountants makes no guarantee regarding the accuracy of any information or advice provided.

Any advice given by S & H Tax Accountants outside of plan management services should be considered general in nature. S & H Tax Accountants will not be held liable for any failure or delay in the performance of this Service Agreement where such failure or delay is:

• Beyond the reasonable control of a party,
• Significantly impacts the performance of any obligations under this Agreement, and
• Could not reasonably have been anticipated or prevented (e.g., government actions preventing or delaying performance, or a prolonged power outage).

Nothing in this Service Agreement limits or negates the statutory guarantees regarding the provision of services as outlined under the Australian Consumer Law (Competition and Consumer Act 2010 – Schedule 2).

S & H Tax Accountants assumes, in good faith, that all information provided by the Participant or their Authorised Representative is accurate and true. Claims presented to S & H Tax Accountants are assumed to accurately reflect the goods and services provided to the Participant in accordance with the NDIS guidelines (National Disability Insurance Scheme Act 2013).

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