Free template · sole traders

Short service agreement for NDIS sole traders.

The two-page version of our service agreement, for a sole trader or independent support worker delivering one or two supports: who it's between, what you'll do and what it costs, cancellations, how to complain, how it ends — and the signatures. When the work is bigger than that, use the full template.

Who it is for: Sole traders and independent support workers agreeing one or two supports with a participant.

Download the Word file

No email, no sign-up. Checked against the rules on 26 September 2026.

What's in it

5 sections, built on the rules.

01Who this agreement is betweenProvider: name and ABN · NDIS registration number, if registered · Participant name and NDIS number · Representative and their authority (if any)
02The supports and the priceSupports · How the participant's plan is managed · Plan manager (if plan-managed) · Starts, ends and review date · Travel and other charges
03Cancellations, changes and endingCancellations · Changes and ending
04Privacy and complaintsPrivacy · Complaints
05SignaturesParticipant or representative: name, signature, date · Provider: name, signature, date · Copy given to the participant (date)

Recommended, not required — except for SDA

The NDIA recommends a written service agreement whenever a participant starts with a new provider; it's only mandatory for specialist disability accommodation. A short agreement is still worth having: it's where the price, the cancellation terms and the way to complain are written down before the work starts.

What is a service agreement? — NDIA

Charges agreed before the work

The NDIA's pricing arrangements allow travel to be claimed only if it's agreed in advance, expect cancellation terms to be in the agreement, and don't let providers charge for preparing the agreement. These come from the 2025-26 arrangements, the latest detailed version published — check for the 2026-27 update.

Pricing Arrangements and Price Limits 2025-26 (PDF) — NDIA

Registered providers: signed by both

If you're registered, the Practice Standards expect the agreement to be developed with the participant and explained in a way they understand, with a copy signed by both of you — or a record of why there isn't one.

NDIS (Quality Indicators for NDIS Practice Standards) Guidelines 2018, section 21 — legislation.gov.au

Claims within 90 days, from 1 December 2026

From 1 December 2026, claims for NDIS payment must be made within 90 days of the support, down from two years — worth a line in how you invoice.

NDIS Act 2013, section 45A — legislation.gov.au

The template

Use it here, or take it with you.

Print it, save it as a PDF, or download the Word file and put your own name and logo on it.

Download the Word file

Service agreement

Organisation: ______________________________

01 Who this agreement is between

Provider: name and ABN

NDIS registration number, if registeredOnly registered providers may describe themselves as registered.

Participant name and NDIS number

Representative and their authority (if any)For example: plan nominee, guardian, parent of a child.

02 The supports and the price

Supports

Support and item number	When and how often	Agreed price per unit	Estimated total

How the participant's plan is managed

NDIA-managed
Plan-managed
Self-managed

Plan manager (if plan-managed)

Starts, ends and review date

Travel and other chargesOnly what's written here can be charged — travel only if agreed in advance. The NDIS price limit is a ceiling, not the price.

03 Cancellations, changes and ending

CancellationsThe notice you need, what you may charge for a late cancellation or no-show, and what happens when you cancel.

Changes and endingChanges are agreed in writing. The notice each side gives to end the agreement.

04 Privacy and complaints

PrivacyWhat you keep about the participant, who you share it with (with their consent), and how they can see it.

ComplaintsYour own contact first. Then the NDIS Quality and Safeguards Commission — copy its current contact details from its website. The participant can have an advocate or support person.

05 Signatures

This agreement does not authorise any restrictive practice.

Participant or representative: name, signature, date

Provider: name, signature, date

Copy given to the participant (date)

A free template to adapt — not an official form, and not legal or compliance advice. Corella is not affiliated with the NDIA or the NDIS Quality and Safeguards Commission. The rules behind it change, so check the current guidance and your own obligations before you rely on it. A free template from Corella — corellacare.com.au/templates/ndis-service-agreement-sole-trader/

Filling it in

What makes it a good record.

Short is enough when the work is simple

One or two supports, a set price and no travel or non-face-to-face charges: these two pages cover it. Several supports, travel, reports or SIL means the full template.

Write the price you agreed

The NDIS price limit is a ceiling. Put the price you've actually agreed, per unit, and an estimate for the period.

Say it before it happens

Cancellations, travel and how to end the agreement cause most disputes. A sentence each, agreed at the start, saves the argument later.

Go through it together

Read it through with the participant, in their language and format, and give them time to think it over before they sign.

Give them a copy

The participant keeps a signed copy. Note the date you gave it, and keep yours with your records.

Keep it current

A new support, a new price or a new NDIS plan usually means a new agreement — or at least a signed change.

In Corella

The same record, kept for you.

In Corella, a numbered quote converts into the funded service agreement and keeps the link back to the quote it came from. Either can be signed online through a private link you send from your own mailbox — Corella records who signed, when and the exact wording they saw, and files the signed PDF. The link doesn't check identity, and it lapses after 14 days.

Fair questions

Before you use it.

Sources

The other templates

Is a short service agreement enough?

For a sole trader delivering one or two supports at a set price, usually yes — it covers who it's between, the supports and price, cancellations, privacy, complaints, ending it and the signatures. If you charge travel or non-face-to-face time, deliver several supports, or work in SIL or SDA, use the full template.

Do sole traders need a service agreement at all?

It's only mandatory for specialist disability accommodation, but the NDIA recommends one whenever a participant starts with a new provider. It's also your record of what was agreed — the price, the cancellation terms and how to complain — if there's ever a disagreement.

Can I charge a cancellation fee?

Only on the terms written into the agreement, and within the NDIA's pricing arrangements, which set when a short-notice cancellation can be claimed and how much. They're updated each year, so check the current version before you write your terms.

Can I charge for my travel?

Only if it's agreed in advance and written into the agreement, within the NDIA's pricing arrangements for provider travel. If you do charge travel, the full template has room for the basis, the rate and any cap.

What if the participant has a nominee or guardian?

Write their name and the basis of their authority — a plan nominee, a guardianship order, or a parent of a child — and have them sign. Explain the agreement to the participant too, in a way they understand.

Keep this record in one system.

See how Corella keeps the same record on the shift it belongs to — book a walkthrough, or try a live demo with a time-boxed pass.

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