What We Do

Plan Management

Plan Managers are financial intermediaries for your NDIS Funding. Their job is to pay your service providers using your NDIS funding, and advise you on what you can and can't spend your NDIS money on.

This service will be funded in your plan under the category Improved Life Choices.

If you've been funded for plan management and would like to sign up for our services, you can register on our website. You'll then receive an email with further instructions.

Support Coordination

Support Coordinators help you find and manage your service providers. They are here to assistance you in understanding your plan and what services are available, then to help you take action.

If you have support coordination funding in your plan and are looking for help you can register for our services on our website. If you'd like more information, please don't hesitate to enquire via phone or email.


Our pre-planning services offer you time with one of our experienced coordinators to put together all the materials you will need for the NDIS and to assist with your planning meeting. This may be an initial meeting to get an NDIS plan, a secondary meeting if you have been previously unsuccessful, or a review meeting if your original plan if insufficient for your needs. We will help you understand the language of the NDIS and fight for a plan that is customised to you.

We take pre-planning clients on a case by case basis to ensure that we only charge for our time if we are confident that our efforts will get you the NDIS funding you need. Please send all enquires directly through our website or email help@morrisfox.com.au.

About Morris Fox - Our Story

Founded by a dad of two children with disability.

Craig Shallard is our founder and a director of Morris Fox.

He has lived experience with disability having two children with ASD, both of whom are participants of the NDIS. He is passionate about assisting people with disability and has been a long term advocate for people with disability.

Among many voluntary roles, he has been a board member of AMAZE (Autism Victoria) and a school councillor at his children's special school.

Craig is a CPA and worked for many years in private practice as a tax accountant, but for the past decade Craig worked at the Productivity Commission reporting specifically reporting on the efficiency and effectiveness of disability services provided by the Federal and State Governments as well as assisting with the enquiry into the disability sector which ultimately led to the introduction of the NDIS.

His knowledge and expertise of the NDIS come from both aspects, working and volunteering at both a government and provider level as well as self-managing his children's NDIS plans encompassing everything from planning meetings and dealing with LACs and planners, then review of the plans through to organising service providers and monitoring budgets. He not only works as a plan manager but lives it as well.

In the past year, Craig has had the privilege of assisting hundreds of people access the NDIS.

Need an NDIS Plan Manager or a Support Coordinator who understands you?

We will look after you just like we look after our family members.

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We are NDIS Plan Managers and Support Coordinators with a big difference

We put you first.

Our family members have NDIS plans. Our motto is 'always put the participant first'. We treat you like we treat own children.

We are accountants and NDIS experts. We understand what its like dealing with the NDIS from a participant's point of view because we are participants.

Most of us find the NDIS to be confusing and daunting. The process of applying to the NDIS, preparing for your first planning meeting, finding service providers and reviewing your plan can be a very emotional experience and raise anxiety levels.

It doesn't need to be this way!!

Morris Fox are not just plan managers, we guide you through the process. We have developed our own internal software that has been specifically designed for the NDIS. This allows us to provide you with the best service possible.

We make the NDIS easy.

Is Dealing with NDIS keeping you awake at night?

We will provide you with all the support you need to get the most out of NDIS.

Register Now

Our Process - Plan Managed NDIS Participants

We have made managing your NDIS plan easy

  1. Register

    You can register with us either online or by phone. We will contact you to finalise the process.

    By registering you get access to our services and secured website.

  2. Send Invoices

    You or your service provider send us invoices via email or upload using our website.

    You can track the status of the invoices at any time.

  3. Approve Invoices

    You approve invoices using our website. We won't pay the service provider until you approve the invoice.

  4. Done

    We submit a claim to the NDIS and then pay your service providers.

    Your budgets are updated in real time to keep track of your spending.

Our Process - Potential NDIS Participants

Prepare for your first NDIS meeting with us.

  1. Register

    You register with us either online or by phone. We will contact you to finish the process.

    By registering you get access to our services and secured website.

  2. Fill out Forms

    Our forms are designed to pin point your needs and identify what the NDIS can help you with.

    You can stop at any time and comeback later to complete them.

  3. Print the Report

    Print the report created based on your input in an easy to read format for your meeting.

    You can always update the information and reprint any time.

Want a NDIS Plan Manager who is easy to deal with?

Our systems and knowledge simplify the whole process and take the stress and anxiety away from you.

Register Now

Help - FAQs - Frequently Asked Questions

We will try our best to answer all your potential questions below.

Who is Morris Fox?

We are plan managers assisting people just like you through the NDIS maze. We help both self managed and plan managed participants. We have family members who are NDIS participants which gives us a unique perspective on the issues you face.

What services do you provide?

We offer plan management and support coordination services. But with our innovative software that we have developed ourselves we are able to offer so much more. Live budgets, explanations of what you can spend your funding on, and preparation for your next review just to name a few.

How do I register?

You can fill in the form or email to finance@morrisfox.com.au or Call Us on (03) 9458 1251 to kick start the process. The sooner you start with us and put in the steps we recommend, better your satisfaction with your NDIS plan be.

NDIS - National Disability Insurance Scheme

The NDIS funds reasonable and necessary support and equipment that a person with disability needs. The funding supports you to:

  • pursue your goals and aspirations
  • increase your independence
  • increase your social and economic participation and
  • develop your capacity to take part in the community

In order to be considered reasonable and necessary, a support must,

  • be related to your disability
  • represent value for money
  • be likely to be effective and beneficial
  • take into account any informal supports given to you by your family, friends, support crew (including support workers, support networks and the community)
  • can't include any day-to-day living costs that aren't related to your disability support needs.

NDIS funding doesn't cover general everyday living expenses that people without disability would be required to pay, such as train travel, rent, groceries, mobile phone or movie tickets.

Funding under the NDIS is individualised, based on goals and outcomes. Your plan is developed following a planning meeting and can be reviewed as your goals change.

Assistance from the NDIS is not means tested and has no impact on income support such as the Disability Support Pension and Carers Allowance.

Your NDIS plan will be individual and specific to you and your life.

The types of supports that the NDIS may fund include:

  • daily personal activities
  • transport to enable participation in community, social, economic and daily life activities
  • workplace help to allow you to successfully get or keep employment in the open or supported labour market
  • therapeutic supports including behaviour support
  • help with household tasks to allow you to maintain your home environment
  • help by skilled personnel in aids or equipment assessment, set up and training
  • home modification design and construction
  • mobility equipment
  • vehicle modifications

The NDIS is rolling out progressively throughout Australia and is expected to be fully rolled out by July 2019.

Find out when the NDIS will be available in your region by selecting your state or territory below:

The NDIS will approve claims for what is deemed a 'reasonable and necessary' support. These are goods or services directly relevant to the participant achieving the specific goals and objectives detailed in their current NDIS plan. The NDIS will be unlikely to approve claims that are not deemed to be related to a participant's disability, such as; items everyone has to pay for like day to day living costs, entertainment, food, support items already delivered under other NDIS funding, items that do not represent value for money, items that may pose a risk of harm to the participant or others, and items already covered by other Government funding such as Medicare etc. More information about reasonable and necessary supports can be found on the NDIS website.

NDIS Plan Meeting

Planning meetings can either be conducted by a NDIA Planner or through a Local Area Coordinator (LAC). A LAC can be a NDIS staff member or they can be a team member of a not-for-profit organisation who is acting on behalf of the NDIA.

You can request a face-to-face meeting planning meeting when the NDIS planner calls you. When someone from the NDIS calls you, ask them what the purpose of the phone call is: ask whether it's to check your eligibility or whether it's for your NDIA Planning meeting.

Yes. You can ask a family member, close friend, your partner or a person who supports you (someone you know and can trust).

It's not necessary to include the cost of the item in your plan. However, you can familiarise yourself with the NDIS Price Guide here.

The NDIS will ask you about what your goals are and what supports you may need, this will help them understand what services and supports you need.

Goals are ideas you have about what you want to do in your life. They can be big or small and cover many parts of your life.

You will be asked about both short term goals and long term goals.

There are many examples of goals that might be relevant to you.

A good place to start is to think about what you'd like to achieve in the next year or two. This can be something simple e.g. 'learning to cook for myself' or 'to make new friends'. Longer term goals could be 'finding a job that's right for me' or 'learn to live more independently'.

We have put together a list of goals that you might find helpful. You can adapt these goals to fit your needs.

You can request a review of your plan with the NDIA (this must be made within three months of receiving your plan). You can make the request by:

  • Calling the NDIA on 1800 800 110
  • Writing to the CEO of the NDIA at GPO Box 700, Canberra ACT 2601
  • Emailing to a request to enquiries@ndis.gov.au
  • Visiting an NDIS office or
  • Completing the application for review of a decision form on the NDIS myplace participant portal.

Your review will be conducted by an NDIA staff member who was not involved in the original decision making. They will reconsider the facts, law and policy aspects of the original plan and determine if it was accurate. They are also able to consider any new information available.

Plan Management - General

Being plan managed means that a NDIS registered plan management provider (such as Morris Fox) takes care of the NDIS funding on the participant's behalf, ensuring timely payment of invoices and other admin. This relieves the stress that can be associated with claiming payments through the NDIS MyPlace Portal and the burden of archiving receipts.

The biggest benefit of being plan managed is that you are able to, the participant can receive supports from service providers who are both registered and not registered with the NDIS.

Plan management is all about supporting your choice and helping you regain capacity. You have the rights to ask for plan management to be included in your plan.

To be plan managed, you must have 'Improved Life Choices' included in your NDIS plan.

For those with an upcoming planning meeting or review, be sure to request Improved Life Choices is included in your plan. This covers all plan management fees so there is no expense to you. If you have a current plan that does not have Improved Life Choices included, but you do wish to be plan managed, you can request a review of your NDIS plan to have plan management included. Be aware, reviews can take some time.

However, if you use only NDIS registered service providers, your next plan might be NDIS managed.

There are few important things for you to remember:

  • Any unspent funds are returned to the NDIA. Because you didn't spend all the money allocated, your new plan might have less funding allocated compared to the current plan.
  • If your current plan is plan managed, but used only NDIS registered service providers, you might lose your plan managed status and the new plan may be NDIS managed. This will result in you losing the ability to select your own service providers in the future.

If you are over 65 at the time your area rolls out the NDIS, you will transition into the aged care system. If you are currently receiving funding under the NDIS and you turn 65, you can either choose to remain with the NDIS or you can transition to the aged care system.

There is no out-of-pocket expense for Morris Fox's fee as long as you have plan management included in your plan called �Improved Life Choices�. This will cover 100% of our fees. Our fees will always be in line with the NDIS Price Guide so there won't be any surprises.

Yes, you can. NDIS biggest emphasis is on choice and control so you have the choice to decide who gets to be your plan manager. You can also decide to change your plan manager in the middle of the plan. Please contact us and we will work with you through the steps required.

Yes, one of the benefit of using Morris Fox as your plan manager is that you can use your preferred provider, regardless if they are NDIS registered provider or non-registered provider.

For your protection, NDIS requires all providers to have an ABN, including unregistered providers. You can encourage your provider to register for an ABN, it's free and easy to apply for an ABN, for more information go to https://abr.gov.au/For-Business,-Super-funds---Charities/Applying-for-an-ABN/">Australian Business Register

We have 2 options that you could use.

  • 1. Use the Upload Invoice function in your exclusive Morris Fox Secured Facility
  • 2. Email your invoice to finance@morrisfox.com.au (Easiest method)

We don't ask you to categorise the invoices, or enter amounts for the invoices. We take care of that for you.

Your service providers can also register with our Morris Fox Website and upload their invoices directly which will then appear on your login.

Please see our process for more information.

Plan Management - Morris Fox

Please go to our register page or you could simply email your plan to finance@morrisfox.com.au or contact us.

No. Being plan managed means no out of pocket expense to you. When you request Improved Life Choices be included in your plan, the NDIA will cover our fees. This includes the initial one-off cost (per plan) of getting you set up in our system and supporting you as you transition to plan management, as well as our flat rate monthly fees.

At Morris Fox, we aim to pay your invoice within 48 hours (2 business days) after we receive your authorization, provided that there is sufficient funds in your plan, and it is covered as a plan managed area.

In your Morris Fox App, you can always see the status of the payments of all invoices submitted for you.

Yes! You are able to change plan mangers any time. Please contact us and we will work with you through the steps required.

Yes! We've made it easier than ever to manage multiple participants' plans. With just one log in you are able to have access to all participants where you are an authorised representative. Our exclusive app/online portal makes it easy for you to switch between participants.

Logging in to view your budgets, goals, invoices and more is easier than ever with Morris Fox. Once you have completed the sign-up process, you will be sent an invitation to set up a password. You will use the e-mail address that is associated with your account and your unique password to gain access to both our online portal and mobile apps on iOS & Android.

Submitting an invoice claim with Morris Fox is very easy.

We have 2 options that you could use.

  • 1. Use the Upload Invoice function in your exclusive Morris Fox Secured Facility
  • 2. Email your invoice to finance@morrisfox.com.au (Easiest method)

We don't ask you to categorise the invoices, or enter amounts for the invoices. We take care of that for you.

Your service providers can also register with our Morris Fox Website and upload their invoices which will then appear on your login.

Please see our process for more info.

If you are a current Morris Fox client you don't need to do anything.

We will be in contact with you before your plan expiry, during your renewal process and receipt of your new plan and set up everything for you.

Still have questions?

Please contact us using one of the options below. We are available Business Hours (9AM to 5PM), Monday to Friday.

Contact Us

  • Our Service Area

    New South Wales

    Our Opening Hours

    Business Hours (9AM to 5PM), Monday to Friday. Appointments outside business hours are available by prior arrangement.

  • Call Us

    (03) 9458 1251

  • E-mail Us


Feedback and Complaints

We are still growing as a small business and are constantly looking to improve our services. Therefore, as a company Morris Fox welcomes any and all feedback! If you'd like to leave some minor complaints, praise, or any other feedback please fill out this form below!

Please note: You are welcome to provide feedback or your complaint anonymously. If you choose to leave your contact details, we will treat your information as confidential. For more information please read through our complaints policy.

Complaint Form

If you would like to lodge a formal complaint click here to fill out our complaint form: [.PDF] [.DOCX].

You can then send the form to complaints@morrisfox.com.au.

We understand that in some instances you may feel uncomfortable providing us feedback directly and would like to take your complaint to an independent party. We encourage you to exercise your right to seek independent advice or support in regards to your complaint. Below is a list of independent bodies who may be able to assist you.

If you are concerned about your own or someone else's wellbeing and wish to seek help outside of our organisation, help please find a list of resources below: