Terms of Service
Lantana Plan Management
Last Updated: May 2026
Welcome to Lantana Plan Management. By engaging our services or using our website, you agree to the following Terms of Service. These terms outline the responsibilities, obligations, and expectations between Lantana Plan Management and our clients.
- About Us
Lantana Plan Management provides NDIS plan management services to participants throughout Australia. Our services are designed to assist participants in managing the financial administration of their NDIS funding, including invoice processing, provider payments, budget monitoring, and related support services.
- Acceptance of Terms
By accessing our website, engaging our services, or submitting information to us, you acknowledge that you have read, understood, and agreed to these Terms of Service.
If you do not agree with these terms, please discontinue use of our website and services.
- Our Services
Lantana Plan Management provides plan management services including, but not limited to:
- Processing NDIS invoices
- Paying approved service providers
- Monitoring participant budgets
- Providing financial statements and reporting
- Assisting participants with understanding their funding
- Liaising with participants, providers, and support coordinators where authorised
Our services are delivered in accordance with NDIS guidelines and applicable Australian laws.
- Participant Responsibilities
Participants agree to:
- Provide accurate and current information
- Ensure services received are within their approved NDIS plan
- Submit invoices and supporting documentation promptly
- Notify us of any changes to their NDIS plan or contact details
- Review statements and reports provided
- Advise us immediately of any discrepancies or concerns
Participants remain responsible for decisions regarding the selection and engagement of service providers.
- Service Provider Payments
Lantana Plan Management will process approved invoices submitted by participants or providers in a timely manner. Payments are subject to:
- Availability of sufficient NDIS funding
- Compliance with NDIS pricing arrangements
- Receipt of accurate and complete invoice information
We reserve the right to reject or delay invoices that:
- Fall outside NDIS guidelines
- Contain incorrect or incomplete information
- Exceed available participant funding
- Relate to unsupported or unauthorised services
- Fees and Charges
NDIS plan management fees are generally funded separately within a participant’s NDIS plan and do not impact other support budgets.
Any additional services outside standard plan management may incur fees, which will be discussed and agreed upon prior to commencement.
- Privacy and Confidentiality
Lantana Plan Management is committed to protecting your privacy and handling personal information responsibly in accordance with the Australian Privacy Principles and relevant privacy legislation.
Information collected may include:
- Personal details
- NDIS participant information
- Financial and billing information
- Service provider details
We only collect information necessary to provide our services effectively.
Please refer to our Privacy Policy for further information.
- Limitation of Liability
While we strive to provide accurate and reliable services, Lantana Plan Management is not liable for:
- Delays caused by third-party providers or the NDIS
- Incorrect information supplied by participants or providers
- Service interruptions beyond our reasonable control
- Decisions made by the NDIA regarding funding or participant plans
To the extent permitted by law, our liability is limited to the provision of our services.
- Website Use
Users of this website agree not to:
- Use the website unlawfully
- Attempt to gain unauthorised access to systems or data
- Copy or reproduce website content without permission
- Introduce malicious software or interfere with website functionality
All website content remains the property of Lantana Plan Management unless otherwise stated.
- Intellectual Property
All content on this website, including text, logos, graphics, images, and branding, is owned by or licensed to Lantana Plan Management and may not be reproduced without written permission.
- Third-Party Links
Our website may contain links to third-party websites for convenience and informational purposes. Lantana Plan Management is not responsible for the content, security, or privacy practices of external websites.
- Changes to Services or Terms
Lantana Plan Management reserves the right to update or modify these Terms of Service at any time. Changes will take effect immediately upon publication on our website.
We encourage users to review these terms periodically.
- Termination of Services
Either party may terminate services with reasonable notice. Outstanding invoices, obligations, or matters in progress may still need to be finalised following termination.
We reserve the right to suspend or terminate services where:
- False information has been provided
- Services are being misused
- There is abusive or inappropriate behaviour toward staff
- There are breaches of these Terms of Service
- Contact Us
If you have any questions regarding these Terms of Service or our services, please contact:
Lantana Plan Management