Transcript D2A Getting Started Training

Direct to APRA (D2A)
Getting Started with D2A
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Collecting Data on Intermediated Business
with APRA - Getting Started with D2A
Completing
Form 701
Two modules are being
provided to assist the
getting started process.
Getting
started
with D2A
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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 resubmitted.
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This module covers
• Installation of the D2A software
• Setting up the D2A software
• Organising a security certificate
• Submitting Form 701
PLEASE NOTE
This module contains links to the APRA website. To return to this
presentation:
Hold
Alt
& then press
Tab
to toggle between each open window
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Watch the installation demonstration
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.
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Install D2A
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
Download
the
template
from our
website
at:
Needs to be signed by an
authorised person (not the
person submitting data!)
http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
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Electronic request via D2A
Note: After installing D2A, before generating a security key, you MUST change your password.
Then, submit your electronic request as below:
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
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
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Complete the Form
Complete the form
Validate the data
Submit to APRA
http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
Instructions on how to
complete the form can be
found on the APRA website
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Form submission process
1. Open return
Revise data
2. Enter or
import data
3. validate
return
Yes
Yes
4. Any
errors
displayed
No
5.
Mandatory
errors
No
5.
Confirmation
errors
7. Submit to
APRA
Explain
and
confirm
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Setup
•
•
•
Opening screen after authentication
and download of licensee specific
forms.
You will need to refresh your
forms each time you intend to
lodge a new return to ensure you
are using the latest version.
You may need to liaise with your
software supplier to determine any
enhancements that they have
completed in regards to Form 701.
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Functions in D2A
•
Double click desktop
icon to open D2A or
open from directory
•
You can use the
menu at the top or
the short cut buttons
Note: not all
functions will apply to
Form 701
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Open the Form for the current period
File  New
OR
Click this
button
Click to open the list
Current period forms are available 8 weeks prior
to submission due date
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Find the form in the list
Select the
period of return
Click new
with period
selected
Select the
return name
Click refresh
for latest
version of
form
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Check the pre-filled details
ABN of AFSL
End date of
reporting period
i.e.
30 Jun
or
31 Dec
Name of
AFSL
AFSL number
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No data to report – A NIL return is required!
Click in this box
for a NIL return
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Complete Table 1
D2A will calculate
the total of the rows
and columns when
form is validated
If the total of row C
is not 0 then table 2
must be completed
Enter the
premium in the
correct column
& row
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Save, Validate and submit
Save your input, you can
come back to it later or
go onto validate the
data
Validate the data
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Submit and send to APRA
After any validation
errors have been fixed
submit the data
Enter your D2A
password (**** will be
displayed)
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Where to get more information
http://www.apra.gov.au/statistics/Lodging-Returns-GI-Intermediaries.cfm
From this web
page you can click
on the links to:
the Legislation
form instructions,
frequently asked
questions and
training
D2A Help including
the full user guide
and training
where to direct
further queries
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