From Vision to Venture: The Sole Trader Set-Up Package for Disability Support Providers

🚀 From Vision to Venture: The Sole Trader Set-Up Package for Disability Support Providers

Starting your own disability support service as a sole trader is a bold and empowering move. It’s a chance to shape your practice around your values, offer personalized care, and build a business that makes a real impact. But let’s be honest getting set up can feel overwhelming.

Between compliance requirements, documentation, and client onboarding, it’s easy to get stuck in the admin maze. That’s why I created the Sole Trader Complete Set-Up Package—a comprehensive bundle designed to help you launch with confidence, clarity, and care.

🎯 Why Sole Traders Need a Strong Foundation

Whether you're transitioning from agency work or starting fresh, sole traders face unique challenges:

  • Navigating NDIS compliance and service agreements

  • Creating professional documentation that reflects inclusive values

  • Managing client onboarding, privacy, and communication

  • Building a workflow that’s both efficient and empowering

Without the right tools, these tasks can drain your energy and distract from what matters most, supporting your clients.

📦 What’s Inside the Set-Up Package?

This bundle includes 9 essential documents to help you start strong:

  • How to Become a Sole Trader
    A practical guide to registering and offering services to NDIS participants

  • Service Agreement Template
    Defines roles, responsibilities, payment terms, cancellation policy, and feedback process

  • Client Profile Form
    Captures key client details including plan type and invoicing contacts

  • Consent & Privacy Agreement
    Ensures compliance with Australian privacy laws and informed consent

  • Support Worker Progress Notes Template
    Structured format for documenting shift notes professionally

  • Client Session Notes (Art Therapy)
    Planning and reflection tool for creative or therapeutic sessions

  • Person-Centred Profile
    One-page tool to understand client preferences and support needs

  • Tax Invoice/Receipt Template
    Simplifies invoicing with all required details

Each document is editable, easy to customise, and designed to reflect inclusive, person-first language.

💡 Real-World Impact: A Support Worker’s Journey

Meet Sam, a support worker who decided to go solo after years in agency roles. With the set-up package, Sam was able to:

  • Launch her business with confidence

  • Professionally onboard her first clients

  • Stay compliant while maintaining a personal touch

  • Spend less time on admin and more time building meaningful relationships

The result? A thriving practice rooted in trust, clarity, and care.

🌱 Empowerment Through Structure

This package isn’t just about paperwork—it’s about empowerment. It helps sole traders:

  • Feel confident and prepared from day one

  • Build trust and transparency with clients

  • Stay organized and compliant without the overwhelm

  • Reflect their unique approach to disability support

Whether you're offering personal care, community access, mentoring, or therapeutic support, this bundle adapts to your needs.

🚀 Ready to Launch Your Practice?

If you're ready to turn your vision into a sustainable, values-driven business, the Sole Trader Complete Set-Up Package is available now in my store.

👉 [Explore the bundle here] (Store — Joanna Evans - Art Therapy)

Let’s build something meaningful—together.

Jo

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Documenting with Dignity: Support Worker Progress Notes That Empower Care