NDIS Plan Manager ·New South Wales

Summit Accounting and Taxation

NDIS Registered NSW
Rating
5.0
2 reviews
Payments
Not specified
Coverage
2 states
Multi-state coverage
Languages
Not specified

About Summit Accounting and Taxation Updated 24 May 2026

Summit Accounting and Taxation is an NDIS-registered plan management provider. They have been operating since 2013. They serve participants in NT, VIC. Under NDIS regulations, plan management fees are paid from a dedicated line item in your plan — there is no out-of-pocket cost to participants.
In their words
We do more than balance the books. Our full service encompasses five strategic areas that are designed to create and grow wealth for you and your business.

Ratings & reviews 5.0 · 2 reviews

★★★★★ J 2021-05
I've been spoiled to have Trina as an accountant for 6 years. She takes the time to get to know you and your business needs. Shes the best around imo. If you're at all questioning your own accountant give her a call! Wish I was with her sooner.
★★★★★ Wayne 2018-05
Trina takes the stress out of your accounts mess. Trina and her team go to extra lengths to make sure your accounting work is done on time and meets all the compliance requirements of your business. …
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Coverage & languages

Frequently asked questions

Is Summit Accounting and Taxation NDIS registered?

Yes. Summit Accounting and Taxation is registered with the NDIS Quality and Safeguards Commission as an approved plan management provider. You can verify their registration at the official NDIS provider finder.

How much does plan management through Summit Accounting and Taxation cost?

By NDIS regulation, plan management fees are paid from a dedicated Improved Life Choices line item in your plan. You do not pay Summit Accounting and Taxation directly — there is no out-of-pocket cost to participants.

Does Summit Accounting and Taxation operate in New South Wales?

Summit Accounting and Taxation is based in New South Wales. Most plan management is handled remotely via phone, email and online systems, so they can support participants across multiple locations.

Can I switch to a different plan manager?

Yes. Switching plan managers is free and does not require an NDIS plan review. You can change at any time by providing written notice to your current provider, then signing with your new plan manager. Summit Accounting and Taxation can assist with the transition process.

Questions to ask Summit Accounting and Taxation

  • Does this provider serve New South Wales, or only certain regions?
  • How quickly are invoices usually processed? (Some managers pay in 2–3 days, others take 2–3 weeks.)
  • Do they offer communication in your preferred language?
  • Is there a dedicated contact person, or a shared inbox?
  • Do they offer a client portal or app to track spending in real time?

Registration details

NDIS registration
Approved
Registered until
ABN
76 302 505 202
Entity type
Individual/Sole Trader
ABR status
Active
GST registered from
2013-07-01
NDIS registration groups
Plan Management
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