Strengthen financial governance, accountability and recordkeeping with this editable NDIS Financial Management Policy Template.
 
Designed for NDIS providers and disability service organisations, this professional policy template provides a structured framework for financial management, pricing, invoicing, claiming, reconciliation, recordkeeping, internal controls and financial risk management.
 
It is designed to support clearer financial systems, accurate documentation, stronger governance and more consistent operational processes across NDIS service environments.
 
Topics covered include:
 
financial governance and responsibilities;
budgeting, planning and financial viability;
pricing and service agreements;
claimable supports and claim conditions;
invoicing and payment requests;
cancellations and other claim types;
non-NDIS costs and private charges;
reconciliation, refunds, credit notes and overpayments;
procurement, accounts payable and expenses;
payroll and contractor payments;
financial delegations and segregation of duties;
banking, cash, cards and system access;
conflicts of interest, gifts and related parties;
fraud, error and financial non-compliance;
records, privacy, cybersecurity and retention;
taxation and GST;
insurance;
conditional requirements for plan managers;
training, monitoring and continuous improvement; and
breach, escalation and corrective action.
 
The template also includes practical appendices to support implementation, including:
 
Financial Delegations Schedule;
Invoice and Claim Checklist;
Monthly Financial Reconciliation Checklist;
Jurisdiction and Implementation Checklist; and
Plan Management Implementation Checklist.
 
What you will receive
 
Your purchase includes:
a thank-you and access letter containing the Canva template link;
an editable Microsoft Word DOCX version;
a ready-to-use PDF version; and
immediate digital access after purchase.
 
Suitable for
This template may be suitable for:
 
NDIS providers;
disability support organisations;
plan managers;
allied health providers;
support coordinators; and
small service-based teams seeking stronger financial documentation and governance systems.
 
Important customisation information
 
This is a national template and must be reviewed and customised before use.
 
The purchaser is responsible for adapting the template to reflect their:
 
legal structure;
registration groups and audit pathway;
services and supports;
internal systems and financial delegations;
funding pathways;
operating jurisdictions; and
applicable Commonwealth, state and territory requirements.
 
This template does not, by itself, establish or guarantee legal, accounting, tax, contractual or NDIS compliance. Independent professional advice should be obtained where required.
 
Regulatory review completed: 20 July 2026. Version 2.1.
 
Digital product information
This is a digital product only. No physical item will be shipped.
After purchase, customers will receive an access file containing the Canva template link, plus PDF and Microsoft Word versions.
 
Licence and permitted use
 
This product is licensed for use within the purchaser’s own business or organisation only.
 
The files and Canva template link must not be:
 
shared;
redistributed;
resold;
copied for another purchaser; or
uploaded publicly or to a shared template library.
 
Need help?
 
For help accessing the files or Canva template, please email:
worksmarttemplates@gmail.com