Date post: | 31-Mar-2015 |
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1
Getting Started with D2A
Direct to APRA (D2A)
Collecting Data on Intermediated Business with APRA - Getting Started with D2A
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Completing Form 701
Getting started
with D2A
Two modules are being provided to assist the getting started process.
This is
the
seco
nd
module
What is D2A
• A flexible, secure and user-friendly electronic data submission system.
• Provided free of charge by APRA.
• Enables you to complete, validate and submit Form 701 securely to APRA in an encrypted form using a direct internet connection.
• Data can be manually entered or imported directly into D2A from your own information systems.
• Previously submitted data can be retrieved, reviewed and re-submitted.
3
This module covers
• Installation of the D2A software
• Setting up the D2A software
• Organising a security certificate
• Submitting Form 701
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PLEASE NOTE
This module contains links to the APRA website. To return to this presentation:
AltTab
& then pressHold to toggle between each open window
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The following on-line demonstration will show the steps required to successfully install D2A.
http://www.apra.gov.au/Statistics/D2A/upload/june10install.swf
Remember at the end of the demonstration to press ALT + TAB to return to this window.
Watch the installation demonstration
Install D2A
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http://www.apra.gov.au/Statistics/D2A/Install_v41.cfm
Click on this link to open the D2A
installation web page
Click on this link to start the D2A
installation process
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Authentication
Access to the forms within D2A requires 2 further steps:
•Submission of a challenge letter
•Electronic request via D2A
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Submitting a challenge letter
Must be printed on YOUR companies letterhead
A separate letter for each person submitting data
Needs to be signed by an authorised person (not the person
submitting data!)
Download the
template from our website
at:
http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
9
Electronic request via D2A
Security Generate Security Key
Your challenge phrase – MUST match details shown
on the challenge letter
Your email address – MUST match details shown
on the challenge letter
Note: After installing D2A, before generating a security key, you MUST change your password.Then, submit your electronic request as below:
A short name for the Security Key
Your password, as changed from the default
Note: More help on D2A is available via the D2A Help Guide located on the APRA website at: http://www.apra.gov.au/Statistics/D2A/Home.cfm
Complete the Form
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http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
Complete the form Validate the data Submit to APRA
Instructions on how to complete the form can be found on the APRA website
Form submission process
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1. Open return
2. Enter or import data
3. validate return
4. Any errors
displayed
5. Mandatory
errors
5. Confirmation
errors
7. Submit to APRA
Yes No
Yes
Revise data
No
Explain and confirm
12
Setup
• Opening screen after authentication and download of licensee specific forms.
• You may need to liaise with your software supplier to determine any enhancements that they have completed in regards to Form 701.
• You will need to refresh your forms each time you intend to lodge a new return to ensure you are using the latest version.
Functions in D2A
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• You can use the menu at the top or the short cut buttons
Note: not all functions will apply to Form 701
• Double click desktop icon to open D2A or open from directory
Open the Form for the current period
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ORClick this button
File New
Click to open the listCurrent period forms are available 8 weeks prior to submission due date
Find the form in the list
15
Click new with period
selected
Select the period of return
Click refresh for latest version of
form
Select the return name
Check the pre-filled details
16
End date of reporting period
i.e. 30 Jun
or 31 Dec
Name of AFSL
ABN of AFSL
AFSL number
No data to report – A NIL return is required!
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Click in this box for a NIL return
Complete Table 1
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Enter the premium in the correct column
& row
If the total of row C is not 0 then table 2 must be completed
D2A will calculate the total of the rows and columns when form is validated
Save, Validate and submit
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Save your input, you can come back to it later or go onto validate the
data
Validate the data
Submit and send to APRA
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After any validation errors have been fixed
submit the data
Enter your D2A password (**** will be
displayed)
Where to get more information
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http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
From this web page you can click on the links to:
where to direct further queries
the Legislation
form instructions,frequently asked
questions and training
D2A Help including the full user guide
and training