Checklist · Personal Injury & Compensation

NDIS compensation: what to tell the agency before and after settlement

Checklist for telling the NDIA about compensation, and for the recoverable amount and compensation reduction amount as the NDIA page describes them. The compensation guideline PDF was not opened. The calculator is an estimate only.

Kind
Checklist. Steps or checks to work through and tick off.
Where it applies
Australia, Commonwealth
AI use
Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Law stated as at
22 October 2026
Status
Maintained. Checked on 22 October 2026 against the authority it cites, for Australia and Commonwealth.
Version
1
Source
Written for this library

When to use it

Use when a person is an NDIS participant, or is applying, and has received compensation or has a compensation claim. It does not calculate the compensation reduction amount.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

AI may record whether the NDIA has been told, and the dates the file shows. The lawyer decides what the compensation paid for and whether special circumstances are arguable.

AI may

  • Record the date of injury, the date the person first used the NDIS, and the date the claim was finalised
  • Note which contact path the lawyer has chosen from the list on the page
  • Flag that the compensation guideline PDF has not been read into this checklist

AI must not

  • Must not calculate a compensation reduction amount or a recoverable amount
  • Must not say the calculator figure will be the figure in the plan
  • Must not draft the consent form. The form file was not opened

The lawyer checks

  • The NDIA was told before the claim was finalised, or the reason it was not
  • Supports the NDIA has funded for the injury are listed before any recovery figure is discussed
  • A special-circumstances request is made only after the lawyer has the facts the page asks for

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Read the full text

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