1. Getting Started with D2A
Direct to APRA (D2A)
Getting Started with D2A

2. Getting started with D2A
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
This is the second module

3. Provided free of charge by APRA.
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.

4. Installation of the D2A software Setting up the D2A software
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:
Alt
Tab
Hold
& then press
to toggle between each open window

5. Watch the installation demonstration
The following on-line demonstration will show the steps required to successfully install D2A.
Remember at the end of the demonstration to press ALT + TAB to return to this window.

6. Click on this link to open the D2A installation web page
Install D2A
Click on this link to open the D2A installation web page
Click on this link to start the D2A installation process

7. Access to the forms within D2A requires 2 further steps:
Authentication
Access to the forms within D2A requires 2 further steps:
Submission of a challenge letter
Electronic request via D2A

8. 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!)

9. Security  Generate Security Key
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 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:

10. Complete the Form
Complete the form
Validate the data
Submit to APRA
Instructions on how to complete the form can be found on the APRA website

11. Form submission process
1. Open return
Revise data
2. Enter or import data
3. validate return
Yes
4. Any errors displayed
Yes
5. Mandatory errors No
5. Confirmation errors
Explain and confirm No
7. Submit to APRA

12. 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.
Setup – transport options, file auto recovery options, password timeout etc.
Then – Set up authentication
First thing to do is change the default password.
Request digital certificate electronically
(for this to be granted a “challenge letter” must also have been received)

13. 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

14. 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

15. 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

16. Check the pre-filled details
ABN of AFSL
Name of AFSL
End date of reporting period i.e.
30 Jun or
31 Dec
AFSL number

17. No data to report – A NIL return is required!
Click in this box for a NIL return

18. If the total of row C is not 0 then table 2 must be completed
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

19. Save, Validate and submit
Save your input, you can come back to it later or go onto validate the data
Validate the data

20. Enter your D2A password (**** will be displayed)
Submit and send to APRA
Enter your D2A password (**** will be displayed)
After any validation errors have been fixed submit the data

21. Where to get more information
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