About Us

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

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At PlanSmart Solutions, 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.

In addition, we offer specialized accounting support tailored to meet the needs of Australian businesses, including:

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 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 Solutions simplify your finances and provide the support you need to thrive.

Our Professional Team

A. Ibrahim

Director

Vidhi

Finance Manager, CA

Meraz Uddin

Administration Manager

Why Choose PlanSmart Solutions?

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

We are experts in navigating the complexities of the National Disability Insurance Scheme (NDIS). Our team ensures your funding is managed effectively, invoices are processed on time, and financial reports are transparent, empowering you to focus on achieving your goals.

Tailored Support for Small and Medium Businesses

We understand that every business is unique. That’s why we offer customized accounting solutions, from weekly bookkeeping to strategic financial oversight, designed to meet the specific needs of small and medium businesses across Australia.

Experienced and Passionate Team

At PlanSmart Solutions, we combine years of experience in financial management with a genuine passion for supporting businesses and participants. Our qualified professionals work tirelessly to simplify your finances and provide reliable, expert guidance.

Australia-Wide Reach

Although we’re based in Melbourne, we proudly support businesses and participants across the entire country. No matter where you’re located, you can rely on us for consistent, high-quality service.

Commitment to Excellence

Our mission is to remove the stress of financial management so you can focus on what truly matters—delivering exceptional services, achieving your goals, and growing your business.

Transparent and Reliable

We pride ourselves on building trust with our clients. With clear communication, timely services, and accurate reporting, we ensure you’re always informed and in control of your finances.

Comprehensive Services Under One Roof

Whether it’s NDIS Plan Management or accounting support, we offer a full suite of services, including:

  • Budget tracking and plan reporting.
  • Weekly bookkeeping and bank reconciliation.
  • Virtual CFO services for strategic financial planning.
  • BAS preparation and tax collaboration.