List TAC and WorkSafe supports before an NDIS compensation notice

MaintainedLast reviewed

Key facts

Human involvement
YellowClose supervision
How AI is used
From the plan, the supports since the injury and the proposed settlement, list the supports that relate to the injury and the settlement heads that may cover the same needs. The tool does not decide the effect on the plan or send the notice.
What the lawyer must review
  • The NDIA gives Transport Accident Commission and WorkSafe supports as examples of statutory-scheme compensation.
  • Tell the NDIA of compensation received or a claim in progress. The plan can continue while the claim is open.
  • The NDIA says it cannot replace a support the scheme already provides. The lawyer decides what that means here.
  • Keep plan and medical records in a firm-controlled tool. Apply ASCR r 9, APP 11 and the notifiable-breach test.
Written for / version
Victoria versionVICNSWQLD

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

The work product

Forum. NDIS compensation notice where the participant has Transport Accident Commission or WorkSafe supports

Produce. A list of related supports and overlapping settlement heads, for the lawyer's notice.

Have ready. The current NDIS plan and funded supports; Transport Accident Commission or WorkSafe support statements; The proposed settlement heads.

Example of the limit. Illustrative example: The plan funds attendant care and the Transport Accident Commission also funds attendant care. The list shows both periods. The lawyer decides what to tell the NDIA and whether the settlement heads cover the same need. The tool does not send the form.

Stop and hand it back when

  • The plan or the scheme statement is missing.
  • The list states an amount the NDIA will recover.

Sources for this task were checked on 2026-10-23.

Who does what

Who does what
RoleWhat they do
AssistanceFrom the plan, the supports since the injury and the proposed settlement, list the supports that relate to the injury and the settlement heads that may cover the same needs. The tool does not decide the effect on the plan or send the notice.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Treat ongoing Transport Accident Commission or WorkSafe supports as compensation where the NDIA page gives those schemes as examples. Do not add a scheme the page does not name.
  2. List only supports that relate to the compensable injury, with the period and the amount from the plan or the scheme statement.
  3. Match those supports to the settlement heads before the notice is sent. The lawyer identifies the heads.
  4. Use the compensation information form the NDIA page describes. Check the page on the day of the notice.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
NDIS compensation: what to tell the agency before and after settlementChecklistAI use YellowChecklist for telling the NDIA about compensation, and for the recoverable amount and compensation reduction amount as the NDIA page describes them.
Settlement advice letter before a personal injury release is signedLetterAI use YellowLetter to the injured person before a personal injury settlement is signed, with blanks for the lawyer's view on liability, the ranges, the recommendation, and the costs figures required before settlement.
Client checklist after a personal injury settlementChecklistAI use YellowWhat a client does after a personal injury settlement is signed: Medicare, Centrelink, the NDIS, tax, and money held for a child.

Signed-in accounts can read the full text of each one. All precedents.

Sources

The statutory-scheme page says the NDIA cannot replace or fund a support the scheme already gives, and that the plan is built to complement those supports.

No compensation-reduction formula was opened. Do not calculate one.

Keep health, wage and scheme records in a firm-controlled tool. Apply ASCR r 9 and APP 11, and consider whether any breach is notifiable under the Privacy Act 1988 (Cth).

Related tasks

Related jurisdictions